Once you have created the entity relationships for an account, you can view the overall relationship chart or graph using the Relationship Graph tab. The system fetches the details of the account and all the relationships that it is connected with. The relationship graph shows:
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All the roles that the account is executing. For example, it may be a primary Borrower in a loan, a Guarantor in another, have a Subsidiary firm, and so on.
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The placement of the selected entity in the overall relationship, and its role. For example, if Mary Jane is the entity, she may be an Owner of ABC Enterprises and linked to it as an Individual entity.
Prerequisites
The following is a prerequisite to viewing the relationship graph for an entity:
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Entity relationships exist between the entities associated with the application
Steps
Perform the following steps to view the Relationship Graph for an Account in an Application :
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Log in to your Salesforce account.
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Select Applications and navigate to the required application.
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In the application dashboard, select the Parties tab.
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Select the Account to view the relationship graph
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Select on the Vertical Ellipse adjacent to the Party Details then the View Relationship Graph to view the page. The complete view of the relationships associated with the application is displayed in the form of a hierarchical graph.
Relationship Graph displays the primary business or individual entity, along with each affiliated entity, such as the following:
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Subsidiaries owners
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Related entities in case of a business relationship
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Family members in the case of a household
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Each associated financial account in a visual relationship map
You can select on specific entities or financial accounts within the Relationship Graph to see how the entity or account is related to other entities and accounts.