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.