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Cloud for customer: how to add involved account party automatically in opportunity/transaction?

qiqi_zhou
Explorer
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253

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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