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Topics#Sales And MarketingFrage von Mark Doerr
Mark Doerr fragte in #Sales And Marketing
20. Apr. 2016, 15:11

How do you create a relationship between two accounts with different business names, but the same contact? Looking to save double entry of info

I have an account where the owner has two business under different names.  When we contact one another we usually discuss both businesses.  Is there a way to connect the two accounts so that I do not have to update the info on both accounts?
9 Antworten
  1. Benjamin Bolopue (Bolopue Tech)
    20. Apr. 2016, 16:29
    Hi Mark,

     

    Ok. I'm not sure I'd look to duplicat open Activities. This would require your Users to then close 

    each duplicate as well. Something you may be interested in trying though, is to create a new Lookup Relationship field on your Activities Object. This field would look-up to the Account Object and could be used to "link" Activities to both Accounts. Here's what I'm thinking...

    1. Navigate to: Setup | Customize | Activities | Activity Custom Fields
    2. Click "New"
    3. Lookup Relationship
    4. Related to: Account
    5. Field Lable: Secondary Related Account

      1. May wasnt to abbreviate the label as "SRA" and spell out the name in the Help Text/Description
    6. Field Name: SRA
    7. Child Relationship Name: Activities
    8. What to do if the Lookup Record is Deleted?: Clear the value of this field
    9. Click "Next"
    10. Set Visibility/Read Only Permissions as needed
    11. Click "Next"
    12. Add to the Layouts as needed
    13. Click "Next"
    14. Add Related Lists as needed
    15. Change the "Related List Label" to: SRA Activities

      1. This will indicate that the Activities are showing in the Related lists due to a secondary relationship.
    16. Click "Save"

     

    In my next post, I'll walk you through how to automatically populate your SRA lookup field whenever one or the other Account is listed as the primary related Account via the Process Builder.

     

    Thanks,

     

    Ben
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