Get familiar with potential gotchas before you relate a single contact to multiple accounts.
|Available in: both Salesforce Classic and Lightning Experience|
|Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions|
- The account that’s in the Account Name field on a contact record is the contact’s primary account. The relationship between the contact and its primary account is a direct relationship. All other accounts that are related to the contact are indirect relationships.
- To remove a direct relationship between a contact and an account, change the contact’s primary account or delete the contact.
- You can import account-contact relationships with the Data Loader, but not the Data Import Wizard.
- If you try to merge either contacts or person accounts that are indirectly related to the same account, you’ll get an error telling you to remove the duplicate relationship. The same is true when merging accounts that are indirectly related to the same contact or person account.
Account Contact Relationships
- All direct contacts are automatically included in the account record’s Related Contacts related list, so your admin may have removed the Contacts related list from your page layouts.
- When you have access to a particular account, the related contacts that you have Read access to appear in the Related Contacts related lists. When you have access to a particular contact, all related accounts appear in the Related Accounts related list, but you can open only the accounts you have Read access to.
- When creating indirect relationships between accounts and contacts, the contact must have a primary account—it can’t be a private contact.
- You can’t create a new contact from the Account Contact Relationship detail page.
- If changing a contact’s primary account triggers a workflow rule that changes the primary account to something else, the relationship between the contact and the account you had selected is saved as an indirect relationship. This is true only if your admin has configured the settings to save previous relationships,
- When syncing contacts between Salesforce and Microsoft Outlook, only the primary account relationship is synced.
- If you remove the account name from a contact in Outlook, the contact will not sync to Salesforce successfully if the contact has relationships to other accounts in Salesforce.
- When you try to delete an account that has direct contacts that are related to other accounts, what happens depends on what your admin specified in the account settings. You’re either blocked from deleting the account or allowed to delete the account. If you’re allowed to delete the account, all direct contacts will be automatically deleted, regardless of whether they have relationships to other accounts.
- When you change a contact’s primary account, what happens to the previous account relationship depends on what your admin specified in the account settings. The relationship between the contact and previous primary account will be deleted or saved as an indirect relationship.
- Whether activities roll up to a contact’s parent account depends on what your admin specified in the activity settings.