FavoriteSundi Chaithanya Reddy (Saveetha Institute Of Medical and Technical Sciences) (Originally asked by Sundi Chaithanya Reddy)Dec 6, 2022, 5:24 PM@* Salesforce Administrators *Sundi Chaithanya Reddycould any one help me to solve this Scenario.Customers are now required to inform bank and record their nominee/beneficiary details. These details are required to be captured under each household. For example – Rohan Aggarwal is a customer with us, and his wife Richa Aggarwal is his beneficiary. So now the system must display both Rohan and Richa as Customers with Aggarwal Household with Rohan as Primary and Richa as Beneficiary. Here I have enabled the account contact relationship for making one account as primary . I dont understand how to do this beneficiary . Show MoreAdd a commentWrite a comment...BoldItalicUnderlineStrikethroughBulleted ListNumbered ListAdd linkCode blockInsert imageAttach filesLink URLCancelSave0/9000Reply
Sundi Chaithanya Reddycould any one help me to solve this Scenario.Customers are now required to inform bank and record their nominee/beneficiary details. These details are required to be captured under each household. For example – Rohan Aggarwal is a customer with us, and his wife Richa Aggarwal is his beneficiary. So now the system must display both Rohan and Richa as Customers with Aggarwal Household with Rohan as Primary and Richa as Beneficiary. Here I have enabled the account contact relationship for making one account as primary . I dont understand how to do this beneficiary . Show More