Create and Edit Relationships Between Contacts and Accounts
To easily track the relationships between people and the businesses they work with, relate a single contact record to multiple account records.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, edit, or delete relationships between account and contacts | Read on accounts and Edit on contacts |
| To view relationships between account and contacts | Read on accounts and contacts |
Watch a Demo
(English only)
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From an account record, use the Related Contacts related list to create or manage
relationships between accounts and contacts or person accounts.
- Create a relationship by clicking Add Relationship.
- Edit an existing relationship by clicking View Rel (in Salesforce Classic) or View Relationship (in Lightning Experience). Then click Edit Relationship.
- Remove an existing relationship by clicking Remove Relationship. The relationship is deleted and can’t be restored from the Recycle Bin.
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Fill in the account-contact relationship information.
Note The Direct field indicates whether the account associated with the contact is the contact's primary account. The field is read only because it’s a system-generated field based on the Account Name field on the contact. To remove a direct relationship between a contact and an account, change the contact’s primary account or delete the contact. Person accounts always have indirect relationships to business accounts. - Save your changes.
To create and edit account and contact relationships from a contact or person account record, use the Related Accounts related list.