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I need to Set Up Contacts to Multiple Accounts and I don't see the below.

 

#Lightning Learning Series From Setup, enter Accounts in the Quick Find box, then select Page Layouts.  

9 件の回答
  1. 2021年7月17日 18:25

    Thanks Kishan for your genuine attempt to help me. Although I was able to find the Layouts I am kind of lost following through the instructions given in Trailhead. For instance if you consider #1 I don't see [Customize] in Setup

    Enable Account Teams

    1. From Setup, click Customize | Accounts | Account Teams.

    2. Click Enable Account Teams.

    3. Select Account Teams Enabled and click Save.

    4. Select the account page layouts on which to include the new Account

    Team related list and click Save. Optionally, you can also select Add to

    users’ customized related lists to add the Account Team related list for

    users who have changed their personal settings for Account record pages.

    5. Optionally, click Team Roles to review or edit team roles.

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