QUESTION: How do I enable the function to allow a contact to be 'related' to multiple accounts. For instance, I work with real estate investors and the use multiple LLC's to purchase properties. When I initially create contact John Smith and relate him to 123 main street LLC that is a good place to start. Fast forward to another sale I am working on and John Smith has created 321 Ocean Street, LLC to purchase his next investment. Going through a trailblazer recommendation and I'm not seeing an option to add multiple related accounts through setup. I'm sure I am missing something.
Thanks!
Corey
Hi @Corey Siegel ,
There is no standard feature available in Salesforce to link multiple accounts to a single Opportunity. But you can achieve this by creating a junction object which will connect many accounts to a single Opportunity.
Please refer the below document to know more about junction objects:
https://help.salesforce.com/articleView?id=relationships_manytomany.htm&r=https%3A%2F%2Fwww.google.com%2F&type=5Please let me know for any more help.
Regards,
Shyam Nair
