We have discussed two ways to share records between internal and external users and between two partner accounts in the partner portal. In this article let us see how to share data between partner accounts in the Realtor portal using Account Relationship. Account relationships are great when you need to set up a business relationship between two of your partner accounts.
In this example demonstrated below, we discuss a scenario where all the loans associated with the account ‘Smart Brokers’ is shared with the partner users of Avenue Realty.
Share Data Using an Account Relationship
- To create Account-to-Account business relationship, the first step is to enable Account Relationships in the org.
- In Salesforce Setup, enter digital experiences in the Quick Find box and select Settings.
- Select the checkbox next to Enable Account Relationships.
- Click Save
After you enable account relationships, you have a whole new object (Account Relationships) available in your org and can set up account relationship data sharing rules.
2. Add the account relationship related lists to the account page layout.
- Once we set up the account relationship data-sharing rule, any internal user can use the related lists to create business relationships for data access.
- In Salesforce Setup, click Object Manager | Account | Page Layouts | Account Layout.
- Click Related Lists.
- Drag the Account Relationships: Account From and Account Relationships: Account To Related Lists on to the page.
- Click Save.
In the Overwrite Users’ Related List Customizations? dialogue, click Yes.
- From Salesforce Setup, enter ‘Account relationship in the Quick Find box, and then select Account Relationship Data Sharing Rule Settings.
- Click New.
- Enter the following information:
- Name: Share Loans
- Developer Name: share_loans
- Description: Sharing loans between accounts.
- Account Relationship Type: Agent
- Access Level: Read/Write
- Object Type: Loan
- Account To Criteria Field: Account ID
Click Save.
This account relationship data sharing rule identifies the account relationship type, the type of information that you want to share, and the access level to the records. The account relationship type connects the sharing rule with the account relationship. There are several account relationship types by default. We can add more according to the business requirement.
3. Define the specific Realtor/Agent relationship.
- From the App Launcher, select Accounts.
- Select Avenue Realty.
- Click New in the Account Relationships: Account From related list.
- Enter the following information:
- Name: Share loans with Avenue Realty
- Account From: Avenue Realty
- Account To: Smart Brokers
- Account Relationship Type: Agent
- Click Save.
In account relationships, Account From is the account that gets access to data, and Account To is the account that gives access to its data.
4. Testing the loan visibility in the Partner Portal
- From the App Launcher, select Contacts.
- Select Sean Forbes.
- From the dropdown menu, select Log in to Site as User.
- In the portal, select Sales | Loans from the navigation menu.
You will be able to see loans of Smart Brokers in the Loans list view.
To learn more about how to Share data between partner accounts in the Realtor portal using Account Relationship click Account Relationships and Account Relationship Data Sharing Rules (salesforce.com).
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
