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I am trying to have a lookup field on the Contact object where I can type in the Account Number and have it be linked to the Account page. So, essentially if an Account's Number is 1234, I want to be able to type in 1234 and have it link to the account page. Is that possible? I also need it to be able to link multiple accounts, so 1234 and 5678 would be linked to the SAME contact through their Account Numbers. Thanks for any help!!

 

#Sales Cloud

9 件の回答
  1. 2021年6月23日 18:09

    Got it. Thanks for clarifying! I almost think a custom junction object between Contact and Account is the best approach here. You could call this object something like Contact Order Codes, and in the related list on the Contact page you would see a list of all the Accounts they can place orders for. In that related list you could include the Account Number and the Account Name. 

     

    You could even using a Single Related List lightning component to prominently display this on the page as well if you want to call special attention to it. Having it as a custom object would also make it easier for reporting and data loading, which you could do quite easily through Data Loader. 

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