Account Account Relationships

Visualize and manage multi-tier partner hierarchies using ARC to support accurate deal mapping in design registration workflows. Enable channel managers to clearly map and associate submitted designs to the correct partner accounts. Support downstream processes like deal approvals, opportunity creation, and incentive tracking by providing a structured view of partner ecosystems.

To create Account Account relationships using Account Relationship Center (ARC), follow these steps:

• Go to Setup > Actionable Relationship Center.
• Create a new relationship graph using the default template for Account Account Relationships or Deal Partners.
  • Account Account Relationships template shows related accounts for a specific account up to five hierarchy levels.
  • Deal Partners template shows the deal partners involved in a specific opportunity.
• Add relevant account nodes and define relationship roles (such as Distributor → Reseller).
• Save and validate the graph.