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Grant Ongstad 3
Contact to Multiple Accounts
Hello community!
Current Issue: My org uses a custom object that allows a contact to belong to multiple accounts, in addition to that, the object also allows you to relate the same contact to the same account many times - We do this because we have several purposes for the same contact - they might be a sales contact for one department and invoice contact for another.
I was exploring Contact to Multiple Accounts functionality and i noticed that you cannot relate the same contact more than once on an account. Is there a way to override this validation?
Current Issue: My org uses a custom object that allows a contact to belong to multiple accounts, in addition to that, the object also allows you to relate the same contact to the same account many times - We do this because we have several purposes for the same contact - they might be a sales contact for one department and invoice contact for another.
I was exploring Contact to Multiple Accounts functionality and i noticed that you cannot relate the same contact more than once on an account. Is there a way to override this validation?
1) http://amitsalesforce.blogspot.com/2016/09/setup-muliple-account-for-contact.html
Setup Muliple Account for Contact
1) Click on Setup, enter Account Settings in Quick Find, then choose Account Settings.
2) choose permit "Allow users to relate a contact to multiple accounts"
3) Add Contacts related list to the account page layouts that your reps use.
4) Add the Related Accounts list to the contact page layouts your reps use.
Let us know if this will help you
You may also follow this trailhead which clearly explains with screenshots as well on - Contacts to multiple accounts relationship
https://trailhead.salesforce.com/admin_intro_accounts_contacts/admin_intro_accounts_contacts_relationships
Thanks for the response, but the issue isnt with setting up Contacts to Multiple Accounts - I have done that. I wanted to know if there was a way to bypass the validation that prevents relating the same contact more than once on the same account. If a contact has more than one roles, I would like them to appear more than once as a related contact.
Best,
Grant