View account relationship records View the account relationship records that use a specific account relationship type. Before you beginRole required: sn_customerservice_agent, sn_customerservice_manager, or admin About this task This information appears as a related list on the Account Relationship Type form. This list shows the source account (Account From field) and the target account (Account To field) for each account relationship record. Procedure Navigate to Customer Service > Administration > Account Relationship Types. From the Account Relationship Types related list, select a relationship type. The account relationship records that use the selected account relationship type appear in the Account Relationships related list.