Getting Started with Relationship Groups
Relationship groups are custom object records used to store collections of accounts. For example, you can use relationship groups to manage the following:
Download Getting Started with Relationship Groups
Relationship groups are custom object records used to store collections of accounts. For example, you can use relationship groups to manage the following:
- A household of people who reside at the same address
- An extended family consisting of multiple generations of relatives
- A professional group such as a medical practice
- A law firm, or the trustees and beneficiaries of a trust
Download Getting Started with Relationship Groups
