Salesforce Docs Portal

Enable Contacts to Relate to Multiple Accounts

Relate a single contact to multiple accounts so you can easily track the relationships between people and organizations. For example, a care provider who is represented as a contact can be related to an organization's primary account as well as to a patient’s person account record.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
Important
Important Enabling Contacts to Multiple Accounts is required to use person accounts in Health Cloud.

Since Health Cloud uses person accounts to represent patients, you must enable the setting that allows a contact to be related to multiple accounts. By enabling the contacts to be shared with multiple accounts, you ensure that person accounts are available to use in your org.

  1. From Setup, in the Quick Find box, enter Account Settings, and then select Account Settings
  2. Select Edit.
  3. In the Contacts to Multiple Accounts Setting section of the page, select the checkbox for Allow users to relate a contact to multiple accounts.
  4. Save your changes.