🔗 How to Add Associations in Salesforce

Adding associations links related people records together so you can easily see the full picture of a customer’s network and the reach of people they know.🔗 How to Add Associations in Salesforce

Adding associations links related people records together so you can easily see the full picture of a customer’s network and the reach of people they know.

1. Navigate to the Client Account Record

Open the client account where you want to add an association. From there, click on either:

• Associations – People I’ve Referred
• Associations – People Who Referred Me

💡 Tip: Associations show the directional flow of the referral. The first person in these headings always refers back to the client.

2. Search for the Account to Associate

Type in the name of the person. Confirm by checking the Customer Number (CN) to ensure you select the correct account.

👉 If the customer does not already exist, please create the account record first before adding the association. See How to Create an Account

3. Choose the Relationship Type

Select the most accurate association type (e.g., Friend, Family, Child, etc.).

4. Save

Click Save to create the link. The associated record will now appear under the Associations section of the client account.

5. Leave a Referral Note

After creating the association, you must leave a note on both accounts to document the referral:

• On Client A’s account (the referrer):

  “Client A referred Client B, who is a [relationship type], for [product/service name].”

• On Client B’s account (the referee):

  “Client B was referred by Client A for [product/service name].”

💡 Be sure to reference each other’s account in the notes so the referral trail is clear both ways.

✅ Best Practices

• Double-check you’re associating the correct record to avoid errors.
• Always assign a relationship type for clarity.