Account Contact, Contact Contact and Account Account relationship selection
Key Takeaway
Pick the relationship object by what sits at each end of the link. A person and a business account use Account Contact Relationship, two people use Contact-Contact Relationship, and two business accounts (households included) use Account-Account Relationship.
Agentforce Financial Services tracks how clients connect to each other, not just who they are. The connections include spouses, households, employers, and the other companies a client works with. Three relationship objects make these links. You choose one based on what sits at each end of the link: a person, or a business account such as a company or household.
Person accounts and business accounts
Relationships link two kinds of accounts: person accounts and business accounts.
A household is a business account, not a person account. A Party Relationship Group record related to the business account defines it as a household or a group. The Party Relationship Group also stores financial information and other details about that account.
You can create record types for both person accounts and business accounts, so people and organizations can have different fields and page layouts.