---
schema_version: "1"
id: f4ca7f7ac10d472ec4df2b2f9b37017784b8040508f1de95f62ccf845e766149
title: Set Up Contacts to Multiple Accounts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/shared_contacts_set_up.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.shared_contacts_set_up.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1ec54ff8f4e5d12c1a3ff4b2276db1d578d7e85a8a9e03a8143017de88478140
description: Let your sales reps easily track the relationships between the customers and businesses they work with. Contacts to Multiple Accounts is quick to set up and allows reps to relate a single contact record to multiple accounts.
products:
  - Sales Cloud
release: "264"
---
# Set Up Contacts to Multiple Accounts

Let your sales reps easily track the relationships between the customers and businesses they work with. Contacts to Multiple Accounts is quick to set up and allows reps to relate a single contact record to multiple accounts.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Contact Manager</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d58873e80">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58873e80 ">To enable Contact to Multiple Accounts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58873e80 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58873e80 ">To view page layouts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58873e80 ">View Setup and Configuration</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58873e80 ">To edit page layouts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58873e80 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_tip.png)

Tip Turn on this feature outside of regular business hours to ease setup if your Salesforce org has a large number of contacts.

If you’re using Account Contact Roles or a custom-built solution with a junction object, [review how those solutions compare with Contacts to Multiple Accounts](https://help.salesforce.com/s/articleView?id=sales.shared_contacts_comparison.htm&release=264.0.0&type=5 "Allowing your users to relate a contact to multiple accounts makes it easier for them to track the relationships between the people and businesses they work with. However, if you’re already using Account Contact Roles or a custom-built solution with a junction object, review a summary of how those solutions compare with Contacts to Multiple Accounts.").

To help you set up Contacts to Multiple Accounts, follow the steps in the demonstration video: [Set Up Contacts to Multiple Accounts](https://www.youtube.com/watch?v=7v31P6zj6TE)

## Enable Contacts to Multiple Accounts

1. From Setup, enter Account Settings in the Quick Find box, and then select **Account Settings**.
    
    Only users with the Customize Application permission can view or edit Account Settings.
2. Click **Edit**.
3. Select **Allow users to relate a contact to multiple accounts** and click **Save**.
    
    ![The Account Settings page, with the Allow users to relate a contact to multiple accounts checkbox and the edit button highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/shared_contacts/shared_contacts_enable.png)
4. When the Contacts to Multiple Accounts Settings section appears, review the default options and save your changes.
    
    ![The Account Settings page, with the Contacts to Multiple Accounts Settings and the Save button hightlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/shared_contacts/shared_contacts_settings.png)

To capture unique information about relationships – for example, the best time to call a contact – create custom fields on the Account Contact Relationship object. Be sure to add any new fields you create to the Account Contact Relationship page layouts. To learn more on how to create custom fields and page layouts, see Help.

## Disable Roll Up of Activities to a Contact’s Primary Account

When the option to roll up activities to a contact’s primary account is enabled, activities associated with a contact are also shown on the contact’s primary account. To avoid skewed data, deselect this option when you allow users to relate contacts to multiple accounts.

1. From Setup, enter Activity Settings in theQuick Find box, and then select **Activity Settings**.
2. Deselect **Roll up activities to a contact’s primary account**.
3. Click **Submit**.
    
    ![The Activity Settings Setup page, with the Roll up activities to a contact's primary account checkbox and the Submit button highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/shared_contacts/shared_contacts_disable_activity_rollups.png)

## Add the Related Contacts Related List to the Account Page Layouts

1. From Setup, go to the Object Manager and select the Account object.
2. Select **Page Layouts**.
3. Click ![Action dropdown](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/sales_core/lex_icon_action_list_item_dropdown.png) on a layout’s row, and select **Edit**, or click the name of the layout.
4. From the palette at the top of the enhanced page layout editor, select **Related Lists**.
5. Drag the Related Contacts related list onto the Related Lists section of the page layout.
    
    ![The Related LIsts section of the enhanced page layout editor, with the Related Contacts button highlighted in the palette](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/shared_contacts/shared_contacts_add_rel_contacts_rl.png)
6. Add the Direct field to the Related Contacts related list.
    
    1. Double-click the Related Contacts tab, or click ![Wrench icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/sales_core/wrench.gif).
        
        A related list configuration window appears.
    2. From the Available Fields column, select the Direct field and click **Add**.
    3. Click **OK**.
    
    ![The Related LIst Properties dialog box, with the Direct field and Add and OK buttons highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/shared_contacts/shared_contacts_add_direct_field.png)
7. Because the Related Contacts related list includes all direct contacts, you can remove the Contacts related list on your account page layouts. To remove a related list, click the ![The remove icon, a circle with a horizontal line through the middle.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/sales_core/remove.png) icon.
8. Save your changes.
    
    ![The enhanced page layout editor, with the Related Contacts related list, Direct field, and Save button hightlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/shared_contacts/shared_contacts_save_rel_contacts_rl.png)

Next, repeat these steps to add the Related Accounts related list to the contact page layouts your reps use. To easily see which account is the contact’s primary account, add the Direct field to the Related Accounts related list. And, if you use person accounts, add the Related Accounts related list and the Related Contacts related list to the person account page layouts your reps use.

#### See Also

- [Create Custom Fields](https://help.salesforce.com/s/articleView?id=platform.adding_fields.htm&type=5&language=en_US)
- [Customize Page Layouts with the Enhanced Page Layout Editor](https://help.salesforce.com/s/articleView?id=platform.layouts_customize_ple.htm&type=5&language=en_US)
- [Customize Related Lists](https://help.salesforce.com/s/articleView?id=platform.customizing_related_lists.htm&type=5&language=en_US)
- [Considerations for Disabling Roll Up of Activities to a Contact’s Primary Account](https://help.salesforce.com/s/articleView?id=sales.customizeactivities_activities_account_rollup.htm&type=5&language=en_US)
- [Validation Rules for Account Contact Relationships](https://help.salesforce.com/s/articleView?id=sales.account_contact_relationship_and_validation_rules.htm&release=264.0.0&type=5 "If your org uses Contacts to Multiple Accounts and you’ve created validation rules for the Account Contact Relationship object, you must bypass those validation rules in some cases.")