Hi all,
I am not yet sure if this is possible at all.
We have a checkbox on AccountContactRelation saying a Contact is main contact on a specific account. We've got the requirement to pick up the given information from AccountContactRelation and put it on the Contact object.
I don't think this is possible. I have these thoughts:
- AccountContactRelation says that a Contact can be associated with more than one account. So, it can be the main contact of one of these accounts the Contact is associated with, but
- It can also be the main contact in more than one account? (I am wondering if this assumption is correct)
- On Contact you have the lookup Account (Account Name) saying this is its primary Account, so, I think it wouldn't work if you just want to fill out the checkbox on the Contact object automatically saying it is a main contact if the same Contact is a main Contact on an AccountContactRelation record
I am just thinking if the implementation of such requirement would make sense or not.
What do you think?
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Hey Laura,
I'm not sure I understand the rationale behind your requirement, I'm assuming that users would like to know on an Account Record Page which is the primary Contact.
When we use Contacts to Multiple Accounts, there are two types of relationships between an Account and a Contact. A direct relationship is one where the Contact is associated to an Account via the Account lookup field on their Contact record. An indirect relationship is one where a Contact is related to an Account via the Account/Contact Relationship object. When you enable Contacts to Multiple Accounts, every Contact then has both a direct and indirect relationship with their primary Account, as they are linked via both the Account lookup and an ACR record. However, only a single Primary Account can exist.
For the requirement that you're describing, you have a few options that you could consider. The first is you could customise the values in the Role field on the Account/Contact Relationship object, adding the value 'Primary', so that when users view the Related Contacts list on the Account page, they can clearly see which Contact is the Primary. A second that doesn't require configuration is the Account/Contact Relationship object has a checkbox field isDirect, which shows whether the ACR record is linking the Contact and its Primary Account, which could be a shortcut method. Alternatively, in Lightning when you use both the 'Contacts' related list and 'Related Contacts' related list on an Account record, only the direct Contacts will show in the Contacts list, which is also a good indicator of which individuals the team should be talking to. This is an OOTB version of your custom checkbox that should meet your stated requirement.
I hope this helps, below are some links to the Help documentation for items I have mentioned above:
- Fields on Account/Contact Relationship - https://help.salesforce.com/s/articleView?id=sf.account_contact_relationship_fields.htm&type=5
- Considerations for Contacts to Multiple Accounts - https://help.salesforce.com/s/articleView?id=sf.shared_contacts_considerations.htm&type=5
Cheers, Matt
