Enable Household Relationship Views

After you enable the functionality, salespeople can view the relationships that exist among related contacts in a household.

Enable Relationship Views

You can show or hide panels or regions in the Households pages.

Here's how to show or hide the views:

  1. Ensure you're working in an active sandbox.

  2. Click Navigator > Configuration > Application Composer.

  3. In the Objects navigation tree, expand Standard Objects and then expand Household.

  4. Click the Pages node.

  5. Ensure that the Application Pages tab is selected.

  6. In the Details Page Layouts region, edit the relevant layout.

    If none exists for editing, then duplicate the standard layout using the duplicate layout icon, and edit the resulting layout.

  7. Edit the duplicate layout.

  8. Select the Relationships subtab, in the Details Layout area.

  9. Show or hide the following:

    • Relationship Diagram Panel: This panel shows the graphical representation of the relationships in a household.

    • Household Contacts: This panel provides a list view of the contacts in a tabular format.

    • Other Relationships: Any other relationship appears in this section.

  10. Click Done.

  11. Publish the sandbox.