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Create Expanded Account Relationships in Group Builder (Managed Package)
Create business and personal account relationship hierarchies using the enhanced Account Account Relationship object. Directly associate businesses and legal entities, such as trusts, to households and groups. View a parent company and its subsidiaries, as well as family relationships, in the enhanced Relationship Map.
This is a Financial Services Cloud managed package feature.
- Enable Management of the Group’s Relationships with Other Groups (Managed Package)
Use the Enable Relationship Group Hierarchy custom metadata types to enable expanded relationship group hierarchies. - Set Up Association Types (Managed Package)
Control how account account relation records are displayed in the Relationship Map and the Actionable Relationship Center components using the Association Type picklist. - Enable Field-Level Security for the Association Type Field (Managed Package)
Update field-level security for user profiles to give them access to the Relationship Map enhancements. - Add the Association Type Field to Page Layouts (Managed Package)
Display a list of values that shows the relationship of accounts in the Relationship Map with the Association Type field. Picklist values are group (parent account), member (child account), and peer (lateral relationship). The default value is group.
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