Set customer record as parent of a custom record

Create Custom Record

1. Navigate to Customization > Lists, Records, & Fields > Record Types > New
2. Name: Enter Name
3. Example: business Details
4. ID: Enter ID
5. Click Save
6. Click Edit business Details
7. Click Fields
8. Click New Field

• Label: Enter Customer
• Type: Select List/Record
• List/Record: Select Customer
• Record is Parent: Enter Checkmark

9.Click Save