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Add Contact as Related List to Opportunity, Contract and Case

Date de publication: Oct 13, 2022
Description
How to add Contact as a related list to Opportunity, Contract and Case without using Contact Role feature?
Résolution
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
Numéro d’article de la base de connaissances

000389017

 
Chargement
Salesforce Help | Article