Loading
Manage Users and Data Access
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create Reports for Account Relationships

            You are here:

            1. Salesforce Help
            2. Docs
            3. Manage Users and Data Access

            Create Reports for Account Relationships

            Create a custom report using the Account Relationship object to track your account relationships. Once you’ve created the report, share your information in a dashboard.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create and manage Account Relationship Data Sharing Rules:

            Create and Set Up Experiences

            AND

            You must be a member of the Experience Cloud site
            1. Create a custom report type. Select Account Relationships as the primary object.
            2. Build your report and save it.
            3. Share the report on a dashboard.
            Example
            Example Once you’ve created a custom report type using the Account Relationship object, you can build your report to fit your needs.
            Account Relationship custom report type
             
            Loading
            Salesforce Help | Article