Configure the Account and Consumer forms for B2B2C

task brazil Updated Sep 10, 2026 1 min read config-b2b2c-data-model-forms.md
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Enable account consumers to view the Account Consumers related list for the Case and Workspace views.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Customer Service > Customer > Accounts and select an account.

  2. Add the Account Consumer>Account related list to the Account form for the Case and Workspace views.

    1. Select View > Case from the Additional actions menu [Omitted image "icon-menu.png"] Alt text: additional actions menu.

    2. Select Configure > Related Lists from the Additional actions menu [Omitted image "icon-menu.png"] Alt text: additional actions menu.

    3. Select Account Consumer>Account in the Available column and move it to the Selected column.

    4. Select Save.

    5. Select View > Workspace from the Additional actions menu [Omitted image "icon-menu.png"] Alt text: additional actions menu.

    6. Repeat steps 2b–2d.

  3. Navigate to Customer Service > Consumers and select a consumer.

  4. Add the Account Consumer>Account related list to the Consumer form for the Case and Workspace views.

    1. Select View > Case from the Additional actions menu [Omitted image "icon-menu.png"] Alt text: additional actions menu.

    2. Select Configure > Related Lists from the Additional actions menu [Omitted image "icon-menu.png"] Alt text: additional actions menu.

    3. Select Account Consumer>Account in the Available column and move it to the Selected column.

    4. Select Save.

    5. Select View > Workspace from the Additional actions menu [Omitted image "icon-menu.png"] Alt text: additional actions menu.

    6. Repeat steps 4b–4d.

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