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            Add the Association Type Field to Page Layouts (Managed Package)

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            3. Financial Services Cloud Admin Guide

            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            1. From Setup, select Object Manager.
            2. Select Account-Account Relationship.
            3. Select Page Layouts, then select Account-Account Relationship Layout.
            4. From the palette, drag the Association Type field onto the page layout.
            5. Save your changes.
              Note
              Note

              Repeat these steps for all page layouts assigned to your user profiles.

             
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