In this tutorial, we will learn to Set up contacts for Multiple Accounts in Salesforce. We will see the method of setting up contacts to Multiple accounts in Salesforce Lightning and Salesforce Classic as well.
Set Up Contacts to Multiple Accounts
In Salesforce we manage Contacts through Salesforce CRM and many times a situation occurs when a single contact has multiple accounts in that case we enable a contact to multiple accounts with the help of ACR (account contact relationship).
While working for a Software consulting organization that uses Salesforce CRM for managing Customer data. Recently, I got in a situation where it was needed to set up contacts associated with multiple accounts.
The challenge we faced was that one contact had a role in three client organizations. So, it was required to set up this contact to multiple accounts for better data management. Now I will show how I handled this situation and came up with a solution.
Set Up Contacts to Multiple Accounts in Salesforce Lightning
To Set Up Contacts to Multiple Accounts in Salesforce Lightning, first log in to your Salesforce account and follow the below steps.
Step 1- On the setup page of Salesforce Lightning, go to the Quick Find search box on the left side and search Account settings, and click on the same as shown in the picture below.
Step 2- In the Account Settings, go to the section Contacts to Multiple Accounts Settings and there activate the check-box Allow users to relate a contact to multiple accounts and click on the Save button.
Step 3- Now on the Setup page of Salesforce Lightning click on the Object Manager tab.
Step 4- In the Object Manager select Contact from the list of standard objects.
Step 5- In the Contacts setup select the option Page Layouts under the Details column on the left side.
Step 6- In the Contacts setup select the page layout Contact Layout from the list of Page Layouts.
Step 7- In the fields, click on Related Fields then we will see a list of buttons, from there pick the button Related Accounts and drag it to the region below Open Activities as shown in the picture below.
Step 8- Now we will see a Related Accounts section there as shown in the below picture. Now click on the Save button.
Step 9- Go back to the contacts and select the contact in which you have to assign multiple accounts. In this case, I have selected the contact Nelson Simons to assign it to the multiple accounts.
Step 9- In the selected Contact and there on the right-hand side click on the drop-down Related accounts and from the options select Add Relationship.
Step 10- We will add this contact to multiple accounts in this step. First, in the Account field select the account and then select the Role from the available roles and push it to the Chosen region with the help of the arrow and in the last click on the Save button
As we click on the Save button, the contact will be assigned to two accounts as we can in the picture below.
Now, In this way, we have successfully assigned the contact to multiple or more than one account.
Set Up Contacts to Multiple Accounts in Salesforce Classic
To Set Up Contact to Multiple Accounts in Salesforce Classic, first log in to your Salesforce account and follow the below steps.
Step 1- In case, if you are in Salesforce Lightning mode, then click on the user profile picture, and in the dropdown select the option Switch to Salesforce Classic.
Step 2- On the Home page of Salesforce Classic, click on the Setup tab.
Step 3- In the Setup page, search Account settings in the Quik Find box, which is on the left side of the screen, and in the options click on Account Settings.
Step 4- In the Account Settings window activate the Check box Allow users to relate a contact to multiple accounts and then click on the Save button.
Step 5- On the Setup page of Salesforce Classic, go to the Build section, there click on the Contacts dropdown and then click on the Page Layouts option.
Step 6- In the Contact page Layout select Contact Layout from the options and click the Edit button of that page in the Action column.
Step 7- In this step, select Related Lists from the Lists option and then pick the Related Accounts button and drag it to the region above Open Activities and drop it there as shown in the picture below.
Step 8- Now we will the region Related Account in the Contact Page Layout and after this click on the Save button.
Step 9- Now go back to the Setup page and there click on the Contacts tab in the Contacts select a contact to assign that contact to multiple or more than two accounts. In this case, I have selected a contact Steve Harvey.
Step 10- After selecting the contact, go to the section Related Accounts and from there click the button Add Relationship.
Step 11- In the Account Contact Relationship Edit window we will add accounts to this contact and for that click on the Lookup icon near the Account field.
Step 12- As we click on the lookup icon, we will see a list of accounts. Now from here select an account.
Step 13- After selecting the contact, we will now click on the role assigned to the contact in relation to the account and then press the arrow to select the role. Now click on Save & Add to add another account and after selecting multiple accounts click on the Save button last.
Step 14- As we click on the Save button, the contact will be assigned to selected multiple accounts, and on the account page layout we can see the list of accounts assigned or set up in the contact in the Related Accounts section.
Now we have successfully set up or enabled contact to multiple accounts in the Salesforce Classic version with the help of the above steps.
In this tutorial, we have learned to Set-up or Enable a Contact to multiple accounts in Salesforce Lightning and Salesforce Classic. With the help of the given scenario, we understood the need to set up a contact with multiple accounts in Salesforce.
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.