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.
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