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Sese AbKAz Removing a primary account from account contact relationship
Can someone help me out with this issue?
We have enabled the feature for Contact to multiple Accounts. A user is trying to remove the primary Account from a Contact but is unable to do so.The page layout has been updated by the admin to no longer require an Account.
Why is this?
Is it because The Contact has indirect relationships to other Accounts
or
The Account Contact relationship record needs to be deleted first in order to disassociate the Contact from the Account.
Also, is it required that a primary Account relationship is required on a Contact regardless of the page layout settings.
Thank you.
We have enabled the feature for Contact to multiple Accounts. A user is trying to remove the primary Account from a Contact but is unable to do so.The page layout has been updated by the admin to no longer require an Account.
Why is this?
Is it because The Contact has indirect relationships to other Accounts
or
The Account Contact relationship record needs to be deleted first in order to disassociate the Contact from the Account.
Also, is it required that a primary Account relationship is required on a Contact regardless of the page layout settings.
Thank you.
Refer the below help article.
https://help.salesforce.com/s/articleView?id=sf.shared_contacts_considerations.htm&type=5
Thanks!!
The primary contact in an account is the main point of contact. That's who we send billing and other account-related emails to.
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