How to Add a Contact to Multiple Accounts in Salesforce.com

How to Add a Contact to Multiple Accounts in Salesforce.com

How to Add a Contact to Multiple Accounts in Salesforce.com

If you’re using Salesforce.com, adding a contact to multiple accounts can seem like a daunting task, but it’s actually quite simple. Whether you want to add a contact to two accounts, three accounts, or more, Salesforce.com makes it easy to do so. In this article, we’ll walk you through the steps to add a contact to multiple accounts in Salesforce.com.

Step-by-Step Guide to Adding a Contact to Multiple Accounts in Salesforce.com

  1. Log in to Salesforce.com
  2. Select the Contact
  3. Click on “Edit”
  4. Click on “Add to Multiple Accounts”
  5. Select the Accounts
  6. Save Changes

Here are a few tips and tricks to keep in mind when adding contacts to multiple accounts in Salesforce.com:

  • Use the “Add to Multiple Accounts” button sparingly
  • Consider creating a new account for the contact
  • Use Salesforce.com’s “Contacts Roles” feature
  • Keep your contact list clean and organized
  • Take advantage of Salesforce.com’s reporting features

Adding a contact to multiple accounts in Salesforce.com is a straightforward process that can be completed in just a few steps. By following the tips and tricks outlined above, you can make the most of Salesforce.com’s contact management features and keep your contact list clean and organized. Remember to use the “Add to Multiple Accounts” button sparingly and consider creating new accounts for contacts that are frequently associated with multiple accounts.

External References:

  1. Salesforce.com - Contacts Overview
  2. Salesforce.com - Add Contacts to Multiple Accounts
  3. Salesforce.com - Contact Roles Overview
  4. Salesforce.com - Reports Overview
  5. Salesforce.com - Getting Started with Salesforce CRM

Comments

Popular posts from this blog

How to use a Custom Permission in a Salesforce Validation Rule

Mastering Reports and Dashboards