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Add Contact as Related List to Opportunity, Contract and Case

게시 일자: Oct 13, 2022
상세 설명
How to add Contact as a related list to Opportunity, Contract and Case without using Contact Role feature?
솔루션
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
Knowledge 기사 번호

000389017

 
로드 중
Salesforce Help | Article