A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?
Options:
A.
Create a new Contact Reciprocal Role for the required value.
B.
Update the Role picklist on the Account-Account Relationship object with new value.
C.
Create a new Account Reciprocal Role for the required value.
D.
Update the Role picklist on the Account-(?ontact Relationship object with new value.
To configure Financial Services Cloud to allow users to relate two business accounts, the administrator should update the Role picklist on the Account-Account Relationship object with new value. The Role picklist is a field on the Account-Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, or Friend. The Role picklist is used to filter and display the account-account relationships in the Actionable Relationship Center (ARC). To update the Role picklist, you need to go to Setup > Object Manager > Account-Account Relationship > Fields & Relationships > Role and add or remove values according to your business needs. Verified References: : Salesforce Help Article [10] : Salesforce Help Article [11]
