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Hi. i am looking at using the standard Salesforce Contacts to Multiple accounts feature with person accounts. I originally had this function working with a custom junction object but it meant that i had to have 2 related lists on each page to display a "primary" and a "reciprocal" relationship. I have enabled the contacts to multiple accounts feature and it appears that i will still end up having 2 related lists one for Related Accounts and one for Related Contacts. It doesn't matter which relationship i cant see the relationships in just 1 related list.

 

Is my findings correct? Is there a workaround with Person Accounts that i can show the relationships just in 1 related list?

 

Thanks

 @Karen Otuteye is this something you can assist with?

 

#Sales Cloud

3 respostas
  1. 22 de set. de 2021, 11:23

    Right - List Views can be finicky I have noticed with person accounts as well.

     

    In one example, I have a client who has Accounts which have Person Accounts related to them, and other business accounts related to them. There is no way on the main account to see a separate list of either related person accounts or business accounts.

     

    Frustrating for sure.

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