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  • Lucy Simpson-Brooks
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3 replies

Help! Add the Related Accounts related list to the contact page layouts your reps use. It’s similar to what you just did in step 3.

I am having difficulty with the above step in that I can't find 'Related Accounts' anywhere; can someone please help? Thanks.

Trailhead module:
Learn CRM Essentials for Salesforce Classic Accounts & Contacts
Understand Account and Contact Relationships
SOLVED
11 replies

Contacts to Multiple Accounts Settings - Allow users to relate a contact to multiple accounts - Problem

I am unable to check the box Allow users to relate a contact to multiple accounts and don't seem to be able to complete the rest of the steps without doing this, can anyone please advise as this section is confusing me? I'm using Salesforce Classic. Thanks.
3 replies

Help! Add the Related Accounts related list to the contact page layouts your reps use. It’s similar to what you just did in step 3.

I am having difficulty with the above step in that I can't find 'Related Accounts' anywhere; can someone please help? Thanks.

Trailhead module:
Learn CRM Essentials for Salesforce Classic Accounts & Contacts
Understand Account and Contact Relationships
SOLVED
11 replies

Contacts to Multiple Accounts Settings - Allow users to relate a contact to multiple accounts - Problem

I am unable to check the box Allow users to relate a contact to multiple accounts and don't seem to be able to complete the rest of the steps without doing this, can anyone please advise as this section is confusing me? I'm using Salesforce Classic. Thanks.