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
From Setup, open Object Manager, open Account Contact
Relationships, then click Fields & Relationships.
Select Roles.
Delete the standard Salesforce roles picklist values.
Add picklist values as needed.
We suggest the roles. Client, Dependent, Domestic Partner, Spouse, Grantor ,Beneficiary,
Board Member, Employee, Trustee, and Other.
Save your changes.
Questo articolo ha risolto il problema?
Facci sapere, così possiamo migliorare!
Caricamento
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
