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Topics#Data ManagementRobert Gilmore 的问题
Robert Gilmore (Sidewalk) 提问于 #Data Management
2015年2月9日 21:16

Linking contacts across 2 different accounts?

I'm trying to figure out how to create a contact and have the contact listed under both account a, account b and c, without making duplicate contacts. Any advice would be appreciated. 
3 个回答
  1. Geoffrey Flynn (Jarvis)
    2015年2月9日 21:20
    A solution starts in Pilot with Spring 15 which is pretty much now depending on what instance you are on

     

    https://success.salesforce.com/ideaView?id=08730000000BrBSAA0

     

    Otherwise you can look at Contact Roles as well

     

    https://help.salesforce.com/HTViewHelpDoc?id=contactroles.htm

     

    And there is always creating a Lookup(Account) field called something like "Secondary Account" to the Contact object

     

     
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