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Hi - I've got a use-case where Person Accounts need to be related horizontally, there could be a case where you have 3 person accounts that you want to keep separate but then need to indicate there is a relationship between them. I've seen some suggestion of using the Contacts to multiple accounts functionality but when you relate the Accounts on one of the Person Accounts on one Person Account you will see the Related Person Account in the Related Accounts related list and in the other you will see it in the Related Contacts, which feels a bit inconsistent. Has anyone ever done anything similar before?

 

 

#Person Accounts #Service Cloud #Data Management

답변 3개
  1. 2024년 2월 27일 오후 10:46
    Hey @Joshua Hawley that sounds like a similar case as we are trying to solve, where an individual could have multiple identities. We'd like to be able to easily understand that they are the same person, and share certain related objects such as cases or activities across all related identities. Have you found a solution yet?
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