Define relationships of people with multiple households or groups by using Account
Contact Relationship records. An automotive manufacturer or dealer must track how the contact is
related to each account. For example, a person belongs to two separate household business accounts
because their parents are separated. Or, a financial consultant is a primary contact at a captive
finance account where he’s an employee, and also a related contact for a household account who
uses the services of the consultant. Create account contact relationships to relate a contact with
multiple accounts.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions |
| User Permissions Needed |
| To create account contact relationships: |
Automotive Foundation permission set AND Group Membership permission set. |
Make sure that your admin has enabled Allow users to relate a contact to multiple
accounts in Account Settings and added the Related Contacts related list to the
Account page layout. For details, see Set Up Contacts to Multiple Accounts.
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From the App Launcher, find and select Accounts.
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Select an Account record and go to the Related tab.
You can create an account contact relationship for both business and person
accounts.
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On the Related Contacts related list, click Add Relationship.
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For Contact, select the person that’s related to the account.
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To indicate whether the contact is actively involved with the selected account, select
Active.
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For Role, move the relevant roles to the Chosen list.
Your admin can update the picklist values for Role.
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Select the start and end dates for the relationship.
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Save your changes.
The Direct read-only checkbox indicates whether the account is the contact’s primary
account, based on the Account Name field on the contact record.
