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            Add Customer Roles for Financial Services

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Add Customer Roles for Financial Services

            When users create a customer record, they specify the customer’s role within a household, such as client, spouse, domestic partner, or dependent. These roles are picklist values for the Role field on the Account Contact Relationship object. Define the roles that represent the types of household members that your firm tracks.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, open Object Manager, open Account Contact Relationships, then click Fields & Relationships.
            2. Select Roles.
            3. Delete the standard Salesforce roles picklist values.
            4. Add picklist values as needed.
              We suggest the roles. Client, Dependent, Domestic Partner, Spouse, Grantor ,Beneficiary, Board Member, Employee, Trustee, and Other.
            5. Save your changes.
             
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            Salesforce Help | Article