I’ve created a video that demonstrates how to create a custom object that can be used to represent relationships between accounts. This is specifically for account to account relationships, rather than a relationship where the same contact is associated with multiple accounts. This is also different than the Partners object which allows for creating a relationship between a “Partner” type account and customer account.

This can be used in the case where a business works with many different types of accounts and industries. It is useful to note the relationship a customer account may have with a prospect account. For example, perhaps an existing customer is the Advertising Agency for a prospect customer. Using this customer object an organization can define their own “relationship” pick-list.

The video I’ve created also demonstrates how to use the Accounts with Account Relationships report type to report on the account associations.

If you found this video useful please Like It and Subscribe to my channel. I’m hoping to start creating weekly video tutorials.

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