Contacts to Multiple Accounts lets you associate a single contact to multiple accounts through the Account Contact Relationship object. Your page layout and field-level security settings determine which fields are visible and editable.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Field | Description |
|---|---|
| Account | The name of the company the contact is related to. |
| Active | Indicates whether the contact is actively involved with the company. |
| Contact | The name of the person that’s related to the account. |
| Direct | Indicates whether the account associated with the contact is the contact's primary account. This read-only field is based on the Account Name field on the contact record. For example, on the Acme account record, the Related Contacts related list automatically includes all contacts that have Acme in the Account Name field and marks them as direct contacts. |
| End Date | The date a relationship between a contact and account ended. Use with the Start Date field to keep a history of the relationship. |
| Roles |
The contact’s participating role in the account; for example, Buyer, Decision Maker, or Evaluator. You can select multiple roles for a contact. Customize the roles in the picklist by editing the field. This field is separate from the Role field on Account Contact Roles. |
| Start Date | The date a relationship between a contact and account began. Use with the End Date field to keep a history of the relationship. |