Party role relationships for reciprocal relationship roles
Key Takeaway
"Role Name" describes the primary record. When two parties have different roles, create the pair with "Create Inverse Role Automatically" selected. Then give each relationship record the record of the pair whose Role Name matches its primary record.
In Agentforce Financial Services, relationship records connect people and organizations. A party role relationship is a record that says what a connection means by defining a named pair of roles, such as Parent and Child, for relationships between two contacts or between two accounts. A reciprocal relationship needs one party role relationship when both sides have the same role. When the roles differ, it needs a pair of inverse party role relationships.
Objects that connect records
Three relationship objects connect records:
- Account Contact Relationship links a person account to a business account, such as a household or employer.
- Contact Contact Relationship links person accounts to each other.
- Account Account Relationship links business accounts, such as businesses and households, to each other.
The three objects connect records, but other objects define what each connection means. A party role relationship describes Account Account Relationship and Contact Contact Relationship records.
A party role relationship doesn't describe a person's role in a group or company. The "Roles" picklist on Account Contact Relationship holds that role, with values such as decision maker, influencer, child in a family, and legal counsel.
A party relationship group is different again. A party relationship group relates to a business account to define the account as a household or another group. Its "Category" and "Subtype" picklists classify the group further.