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.

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Customised Report Types = Easier Reports

Report Types are the selections that are presented when you create a new report in Salesforce.  They represent a view of the objects that you require to produce a report.  For example you may have a report type “Students with Enrolments in Courses” which may include the student object, the courses object and the enrolment object.  Some Report Types are standard and some are custom – the custom ones you may have created when adding a new object.

Standard Report types cannot be changed but the custom ones can.  By editing these custom Report Types you can:

  • Define which fields will be displayed by default when creating a new report (saves time having to drag over all the common fields you want).
  • Hide any fields you don’t want users to see (obsolete fields for example).
  • Add fields to other related objects via lookup.
  • Change the folder structure for the field select menu (on left when selecting fields).
  • Hide Report Types. (eg unused Report Types).

Read more about Report Types in this informative article by Brent Downey at AdminHero