Within a relationship, a reciprocal role is the role of one entity relative to another
entity. For example, husband and wife, or caregiver and patient. We provide commonly used
reciprocal role records. You can add reciprocal roles records to specify more granular roles for
extended families, specific types of caregivers, or various professional affiliations.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
Note A user must have access to the Contact Role record type to add reciprocal roles.
You can add reciprocal roles in the Create Contact-Contact Relationship modal on the
Household tab. In the Related Role, select + New Reciprocal Role.
Enter the name of the role. For example, Parent.
Enter the name of the reciprocal role. For example, Child.
Save your work.
When a guest user provides information that triggers the creation of a
contact-to-contact-relationship record, the inverse contact-to-contact relationship isn’t
created, even if the createinverserole flag is on. To avoid getting an
error when that happens, go to Setup | Custom Settings | Industries Application Config, and create a record for the guest user profile with Create Inverse unchecked.
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