Bi-directional account relationships Create account relationships between two customer accounts or between a partner account and a customer account. The system administrator can create account relationships by: Defining the types of relationships that exist between your partners and customers. Using these defined relationship types to create relationship records between selected accounts. Once an account relationship record is created, it can be viewed on the Account form for either account in the Account Relationships related list. For relationships between a partner account and a customer account, partner account contacts with the partner role or the partner administrator role can create and manage cases for their customer accounts. Account relationship typesAn account relationship is based on a defined account relationship type. Users with the system administrator role can define two types of relationships: partner-to-account and account-to-account. Account relationship recordsOnce an account relationship type has been defined, users with the customer service manager role can use it to create relationship records between specific accounts or partners.