In this tutorial, we will learn how to Enable Contacts to Relate to Multiple Accounts in Salesforce.
In this article, we will see the following topics:
- Account and Contact relationship in Salesforce.
- What is meant by Contacts to Relate to Multiple Accounts in Salesforce?
- Enable Contacts to Relate to Multiple Accounts in Salesforce
- Assign Contacts to Multiple Accounts in Salesforce
Account and Contact relationship in Salesforce.
In Salesforce, the relationship between Accounts and Contacts is a Lookup Relationship. It’s a special type of relationship because when we delete the account record, the contact associated with that particular account also gets deleted. So, internally, it acts as a Master-Detail Relationship.
What is meant by Contacts to Relate to Multiple Accounts in Salesforce?
We know that one Account can have multiple Contact records, but there is also a feature that allows one contact to have multiple account records. Because of this behavior, we can say contacts relate to multiple accounts.
Enable Contacts to Relate to Multiple Accounts in Salesforce
Using the following steps, we can Enable Contacts to Relate to Multiple Accounts in Salesforce
1. On the Setup page. -> In the Quick Find Box, search for Account Settings and click on it.
2. In Account Settings, go to the section Contacts to Multiple Accounts Settings, activate the checkbox Allow Users to Relate a Contact to Multiple Accounts, and click on the Save button.
3. Now, we need to add the Related Account section to the Contact Page layout; for that, navigate to the Setup page and click the Object Manager tab.
4. In the Object Manager, select the Contact object from the list of standard objects.
5. In the Contacts setup, select the Page Layouts option.
6. In the page layouts, select the default page layout of the Contact object.
7. In the fields, click on Related Fields. Then, we will see a list of buttons. Pick the button Related Accounts and drag it to the region below Open Activities, as shown in the picture below.
8. We will see a Related Accounts section there, as shown in the picture below. Now click on the Save button.
Assign Contacts to Multiple Accounts in Salesforce
After enabling and setting up the multiple related accounts for contact, we will see how to assign multiple contacts to one account.
1. Navigate to the Contacts tab and select the contact you want to assign multiple accounts. In this case, I have selected the contact Nelson Simons to assign it to the multiple accounts.
2. In the selected Contact, click on the Related Accounts drop-down menu on the right, and from the options, select Add Relationship.
3. We will add this contact to multiple accounts in this step. First, in the Account column, 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
4. When we click the Save button, the contact is assigned to two accounts, as shown in the picture below.
In this way, we have successfully assigned the contact to multiple or more than one account.
Conclusion
In this article, I have explained how to Enable Contacts to Relate to Multiple Accounts in Salesforce. We have seen the Account and Contact relationship in Salesforce and how to step up Contacts to Relate to Multiple Accounts and assign multiple accounts to a single contact with examples and explanations.
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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.
