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            Create and Edit Relationships Between Contacts and Accounts

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            Create and Edit Relationships Between Contacts and Accounts

            To easily track the relationships between people and the businesses they work with, relate a single contact record to multiple account records.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create, edit, or delete relationships between account and contacts Read on accounts and Edit on contacts
            To view relationships between account and contacts Read on accounts and contacts

            Watch Video Demo Watch a Demo (English only)

            1. From an account record, use the Related Contacts related list to create or manage relationships between accounts and contacts or person accounts.
              1. Create a relationship by clicking Add Relationship.
              2. Edit an existing relationship by clicking View Rel (in Salesforce Classic) or View Relationship (in Lightning Experience). Then click Edit Relationship.
              3. Remove an existing relationship by clicking Remove Relationship. The relationship is deleted and can’t be restored from the Recycle Bin.
            2. Fill in the account-contact relationship information.
              Note
              Note The Direct field indicates whether the account associated with the contact is the contact's primary account. The field is read only because it’s a system-generated field based on the Account Name field on the contact. To remove a direct relationship between a contact and an account, change the contact’s primary account or delete the contact. Person accounts always have indirect relationships to business accounts.
            3. Save your changes.

            To create and edit account and contact relationships from a contact or person account record, use the Related Accounts related list.

            See Also

             
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