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Marion.ax518 Private Contacts are those that do not have an account
Hello - I am adapting sf for a customized application, but looking to use any existing part of sf if possible.
I need to use CONTACTS, but the nature of my business is such that I do not want to associate a contact with one specific ACCOUNT. However, as I understand it, if I do not associate a CONTACT with an ACCOUNT, then my contacts will be considered 'private'.....
Can I set a default Account value to all new contacts?
Thank you
I think you have a few options.
Yes, you can associate these Contacts to a generic, default Account through the UI or Apex triggers. What about using a Contact sharing rule to grant access? Or maybe Person Accounts are a good solution - you can find more details on Person Accounts in the online help. Person Accounts lets you define an Account as a Business for the B2B model or a Person for the B2C model. Lastly, you could write apex to grant access to the proper User or Group through the ContactShare object.