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Lucy Simpson-Brooks Help! Add the Related Accounts related list to the contact page layouts your reps use. It’s similar to what you just did in step 3.
I am having difficulty with the above step in that I can't find 'Related Accounts' anywhere; can someone please help? Thanks.
Trailhead module:
Learn CRM Essentials for Salesforce Classic Accounts & Contacts
Understand Account and Contact Relationships
Trailhead module:
Learn CRM Essentials for Salesforce Classic Accounts & Contacts
Understand Account and Contact Relationships
Set Up Contacts to Multiple Accounts
Setup is quick and easy. Just follow these steps.
From Setup, enter Account Settings in the Quick Find box, then select Account Settings.
Select Allow users to relate a contact to multiple accounts.
Add the Related Contacts related list to the account page layouts your reps use.
From Setup, enter Accounts in the Quick Find box, then select Page Layouts.
Next to the appropriate page layout, click Edit.
Select Related Lists.
Drag Related Contacts onto the page layout. Because the Related Contacts related list automatically includes all direct contacts, you can remove the Contacts related list on your account page layouts.
On the Account Detail Page for Greendot Media account click on Edit Layout. Goto Related list and add Related Contacts to the detail page layout. Now you can add relationship with John Smith by clicking on Add relationship under Related Contacts.
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RE: "Add the Related Accounts related list to the contact page layouts your reps use"
From Setup, enter Contacts in the Quick Find box, then select Page Layouts.
Next to the appropriate page layout, click Edit.
Select Related Lists.
Drag Related Accounts onto the page layout. Because the Related Accounts related list automatically includes all direct accounts and related accounts.