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Add Contact as Related List to Opportunity, Contract and Case

Veröffentlichungsdatum: Oct 13, 2022
Beschreibung
How to add Contact as a related list to Opportunity, Contract and Case without using Contact Role feature?
Lösung
Add custom object look up field rom Contact object:
 
1.) Go to Setup. Click on Object Manager. Search and choose 'Contact'
2.) Choose Fields & Relationship. Click on New button. And choose the following criteria below:
Data type: Lookup Relationship
Related to: (choose the object you want to add contact as related list - Opportunity, Case and Contract)
Provide field label and setting. Add the field in your page layout
3.) Save changes

Add Contact as Related list to your object page layout
1.) Go to Setup. Click on Object Manager. Search and select on the object you want to add contact as related list
2.) Choose Page layout. Click on Edit along the page layout. Choose "Related list" from the palette then drag Contact into your Object page layout related list section.
3.) Save changes
Nummer des Knowledge-Artikels

000389017

 
Laden
Salesforce Help | Article