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How do you all track relationships between two business accounts in SFDC? For example, there is a business that's a networking club, and we track what local businesses are members. Say you wanted a list of businesses that are members of the Chamber - how do you track that? In my old system, you could create relationships between accounts - but I don't see how to do that in SFDC (aside from parent/subsidiary.)
13 Antworten
  1. 4. Dez. 2019, 23:31

    @Jennifer Lange​ there have been attempts at Sprints to contribute something to our community, however nothing has been released/finished at this point. For now, perhaps you want to upvote some of the existing Idea's. Here's one related to NPSP: https://powerofus.force.com/s/idea/a1W80000004DU8PEAW/account-associations-as-custom-object

     

    Otherwise, this would be a GREAT project to start up again at a future Sprint #SFDOSprintIdea​ 

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