Vote 55140  points

Jamie Borodin

Link a single Contact to Multiple Accounts

Applications, Sales Force Automation, Large Enterprise Ideas, Large Enterprise


Currently, you can only link a contact to a single account. Sometimes, a single contact may belong to multiple accounts -- it would be helpful to be able to link that single contact to multiple accounts -- rather than having to create a duplicate contact for each account, which is time consuming and results in duplicate contacts to manage.

8 years ago · 559 Comments ·Merge Idea · Report Abuse

Latest Comment from Product Management

Cari Aves

*** Due to an overwhelming response we are not accepting any additional participants in the Shared Contacts Spring 15 pilot. However, you will have another opportunity to participate during the Summer 15 release for which we are still accepting nominations.

The Shared Contacts feature (aka Contacts to Many Accounts) is in limited pilot in the Spring 15 release meaning there are a limited number of seats. To be nominated to participate in a pilot program, contact your Salesforce Account Executive, Customer Success Manager or Customer Support.

Please note that each nomination is evaluated individually and organizations that are accepted into the program will be asked to sign a non-GA agreement. For additional information about pilot programs please see the Pilot FAQ.

For a summary overview of the Shared Contacts feature check out the Official: Salesforce People chatter group in the success community. 

6 months ago · Report Abuse

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