Skip to main content
Topics#Data ManagementRobert Gilmore의 질문
Robert Gilmore (Sidewalk) 님이 #Data Management에 질문했습니다
2015년 2월 9일 오후 9:16

Linking contacts across 2 different accounts?

I'm trying to figure out how to create a contact and have the contact listed under both account a, account b and c, without making duplicate contacts. Any advice would be appreciated. 
답변 3개
  1. Geoffrey Flynn (Jarvis)
    2015년 2월 9일 오후 9:20
    A solution starts in Pilot with Spring 15 which is pretty much now depending on what instance you are on

     

    https://success.salesforce.com/ideaView?id=08730000000BrBSAA0

     

    Otherwise you can look at Contact Roles as well

     

    https://help.salesforce.com/HTViewHelpDoc?id=contactroles.htm

     

    And there is always creating a Lookup(Account) field called something like "Secondary Account" to the Contact object

     

     
답변을 작성하세요...
0/9000