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            Relate a Business, Trust, or Another Household to a Household (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Relate a Business, Trust, or Another Household to a Household (Managed Package)

            Associate a business, trust, or another household with a household to track the full picture of a household’s relationships.

            Required Editions

            Important
            Important This feature is available in Salesforce orgs that have installed the Financial Services Cloud managed package. This is different from the standard Groups and Households feature, which can be accessed without installing the managed package.
            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            You can associate a business, trust, or another household only with a household entity, not with a client. To track a client’s relationship with a business, trust, or another household, associate the entity with the client’s household.

            1. On the Relationships tab of the household profile,
              1. On the relationship map, click + Add Account.
              Alternatively, you can also add an account from the Related Accounts section. In the Related Accounts section, click New.
            2. For Account, verify the name of the household that the account is associated with.
            3. Click the Related Account field, and select an existing account, or click + New Account. Do the following for a new account.
              1. If the related account is another household, select the Household record type. If the related account is a business or trust, select the Business record type. Then click Next.
              2. Enter the account’s name and other optional information.
              3. Save the account record.
            4. For Related Role, search for the role that describes how the account is associated with the household.
            5. On a related account, to delete a related account relationship click Delete Relationship.
            6. On a related account, to remove a relationship from the relationship map click Remove from Graph.
              This also deactivates the related ACR record.
            7. Save the related account record​.
             
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