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I'm hoping to accomplish this without code (especially since, as a non-coder, every month is #NoCodeNovember for me). I opened a Case with support, but their solution was Visualforce; I'm hoping the great minds out there might have a different solution.

 

I built Compliance object for our B2C business unit. The Compliance object has a master-detail relationship with Accounts. I've also built another object, Insiders, which connects Contacts and a table of publicly-traded companies (Securities). A Contact can have more than one Insider record. The majority of the time, the relevant Insider records belong to the related Account. The less common use case is a Contact from another Account might need to be linked to the Compliance record too (such as a trustee).

 

Here's what I'd like to accomplish:

  • I need to show the Contacts in an Account on the Compliance object and want to allow users to connect a Contact outside of that household. 
  • I need to show the Insider entries that each Contact attached to the Compliance record have.

 

Can I do this without code?

 

@Women in Tech @* Salesforce Administrators * @* Customer Success * 

12 comments
  1. Nov 23, 2015, 5:11 PM
    @Ken CowanI haven't. I'm familiar with what it does, but that's about it. It's on my (long) list of things to try out in my sandbox. Can you give me a feel for how this might help in this instance? I ask because I have a similar project right behind this one.
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