I built the custom object and added account as look-up so when a user adds a new "related company" it will appear in the related list at the bottom of the page. However, when I add XYZ consultants account to ABC account it goes away from the related list on ABC and is added to XYZ.
What I am missing to make this happen; any ideas would really be appreciated?
8 个回答
Do you have multiple page layouts? There shouldn't be any reason for that assuming you have all the right permissions
https://help.salesforce.com/apex/HTViewHelpDoc?id=partners_edit.htm&language=en_US (https://help.salesforce.com/apex/HTViewHelpDoc?id=partners_edit.htm&language=en_US)
Are you editing the page layout directly from a detail page or from the setup menu? If from a detail page, just confirming that you dragged Partners into the list like this:Is there any chance it is sitting there (in my case under Notes and Attachments) but is called something else because someone renamed the label?
Setup > Customize > Tab Names and Labels > Rename Tabs and Labels
for example I renamed mine some time ago to Partner2:
which is how it appears on the detail page but on the page layout editor it's still just partner
