You need to sign in to do that
Don't have an account?
Yusuf Kamil
On Record types
Hi guys,
I'm new to Salesforces, so there is much for me to learn. My question is about the possibility of adding account records with record type 'A' in "Related" tab of any other account record with record type 'B'. Is this even possible?
Thank you all in advance.
I'm new to Salesforces, so there is much for me to learn. My question is about the possibility of adding account records with record type 'A' in "Related" tab of any other account record with record type 'B'. Is this even possible?
Thank you all in advance.
Yes, It's possible using self Lookup. You need to create a Lookup field on the Account.
Choose the field type -> Lookup
Select the other object to which this object is related. -> Select Account
Thanks,
Foram Rana
Please follwo below url:
https://trailhead.salesforce.com/en/content/learn/projects/build-a-data-model-for-a-recruiting-app/self-relationship-positions-object
if you need any assistanse, Please let me know!!
Kindly mark my solution as the best answer if it helps you.
Thanks
Mukesh
we have already parent and child relationship on account object but we can't add account realted tab on parent object because Account parent is hierarchy type.
if you want to achieve this requirment so simply you have to create a new Account lookup on account object and manually you have to add it.
Thank you