on 2021 Dec 13 3:51 AM
Hi partner,
I want to add a new relationship in opportunity by an exist involved party, Does anyone know how to achieve this function?
For example,
Step1: Create a customer/account A, Customer type = ‘End Customer’.
Step2: Create a customer/account B, Customer type = ‘Distributor’
Step3: Create a relationship between Customer A and Customer B manually, the Relationship Type is ‘Has the end customer party of’ or ‘Is the end customer party of’.
Step4: Create an opportunity C for Customer/account A, then Customer A and Opportunity C will have a relationship, but we want Customer B and Opportunity C to have a relationship when the opportunity created/updated automatically?
Please help me to achieve the requirement ? or explain the possible ways to achieve the function.
Thanks a lot.
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