December 11, 2016 By Daryl Moon

Contacts with multiple Accounts

Have you experienced the problem where you have a contact that has multiple roles with different accounts?  They may be a CEO of one company and on the board of several others.  Instead of creating duplicate contacts for the different roles, you can now configure multiple relationships.  This short video from Salesforce Docs explains all. Supported in both Lightning Experience and the Classic User Interface.

Go here to view the video on YouTube.