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            Relate a Contact to a Client or Household (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Relate a Contact to a Client or Household (Managed Package)

            Add a lawyer, accountant, or other professional as a related contact. If the business contact is new, create a business account for the contact—every contact belongs to an account in Salesforce. Then associate the contact with a client or household by creating a contact for the business account.

            Required Editions

            Important
            Important This feature is available in Salesforce orgs that have installed the Financial Services Cloud managed package. This is different from the standard Groups and Households feature, which can be accessed without installing the managed package.
            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. On the Accounts tab, click New.
            2. Create a Business account record for the firm that the contact works for.
              If you’re adding a lawyer as the related contact, create an account record for the law firm.
            3. On the Relationships tab of the client or household profile you want to add the contact,
              1. On the relationship map, click + Add Contact.
              Alternatively, you can also add a contact from the Related Contacts section. In the Related Contacts section, click New.
            4. For Contact, select the household member that the business contact is associated with.
              The contact must be associated with a specific member, not with the household in general.
            5. Click the Related Contact field. Select an existing contact, or click + New Contact. If it’s a new contact:
              1. If requested, select the Business record type. Click Next.
              2. Enter the contact’s last name, and select the account name that you created in the first step.
              3. Save the contact record.
            6. For Related Role, select the role that describes how the contact is associated with the client.
            7. Save the related contact record​.

            The related contact appears on both the client and household profiles. The contact’s record detail page also shows the entities that the contact has relationships with.

             
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