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.
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