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Set Up Relationship Groups (Managed Package)
Set up relationship groups to let advisors add individuals to more than one group, add businesses to groups, and visualize relationships.
This is a Financial Services Cloud managed package feature.
- Enable Multiple Relationship Groups (Managed Package)
Let advisors add a person to more than one relationship group. - Components That Visualize Groups and Relationships (Managed Package)
Financial Services Cloud offers several components to visualize groups and relationships in Lightning pages.
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