Which settings should be considered using the Allowlist and Blocklist when configuring Relationship Management?

The Allowlist and Blocklist are used to control which accounts, contacts, or leads can be related to each other in the Relationship Management feature. You can define rules to specify which objects are allowed or blocked from being related. The settings that should be considered are:

Once an entry is made on the block list, the allow list is void. This means that if you add an object to the block list, it will not be allowed to be related to any other object, regardless of the allow list. For example, if you block a competitor account, you cannot relate it to any of your customers or prospects, even if they are on the allow list.

Once an entry is made on the allow list, the block list is void. This means that if you add an object to the allow list, it will be allowed to be related to any other object, regardless ofthe block list. For example, if you allow a partner account, you can relate it to any of your customers or prospects, even if they are on the block list.

References = You can find more information about these settings in the following resources:

Solution Guide for SAP Service Cloud Version 2, pages 48-49

SAP Service Cloud Version 2 - openSAP Microlearning, video “Configuring Relationship Management”