Greetings. Our company works with several entities in the media and entertainment industry. Oftentimes, we will work with a consulting firm that represents one of those entities. We set up each consulting firm as an Account in Salesforce as the Opportunity will go through them. Reaching out with guidance on the following:
* Account Association: what sort of field could we create in the Account Object that would allow us to multi-select other Accounts to which this Consulting Account works with? For example, with Consulting Account A, select every other Account in Salesforce with which that Consulting Firm is associated. I suspect a multi-select lookup field within the Account Object but seeking confirmation.
* Opportunity Association: if we associate the Opportunity with the Consulting Account, what sort of field would we create in the Opportunity that would allow us to select the Salesforce Account with that the Opportunity is being worked for (i.e., the entity that the Consulting Account is working on behalf of)? I suspect a pick filed to link the Opportunity Record to the Account object but seeking confirmation.
Thank you for your thoughts.
John
Hey John,
For the Account Association, there is no multi-select lookup. Typically, we would create a Lookup(Account) on the non-Consulting Account. This lookup would be used to track which Consulting Account works with the Account, then on each Consulting Account you would have a related list with all of the Accounts they are working with. This assumes there would be only one Consulting Account for each non-Consulting Account (one-many relationship)
For the Opportunity Association, this would be the same Lookup(Account) on the Opportunity object this time. This would give you another related list that shows all the Opportunities on the Consulting Account.
