Beyond the out-of-the-box functionality of creating a new contact to associate it with an account, there are several other ways to establish relationships between accounts and contacts. We set up three additional features in our org that further extend and enhance the account to contact relationship:
Resources:
Enabling Duplicate Rules - https://help.salesforce.com/articleView?id=duplicate_rules_create.htm&type=0
Establishing Contact Roles - https://help.salesforce.com/articleView?id=contactroles_add_lex.htm&type=0
Associating Contacts with Multiple Accounts - https://help.salesforce.com/articleView?id=shared_contacts_set_up.htm&type=5
Enabling Contacts to be Associated with Multiple Accounts
Setting Up Contact Roles
Creating Duplicate Rules
In this lecture, I show you how to view an account hierarchy, as well as to associate other accounts into the Hierarchy. We also address how to adjust the columns that are displayed in the Account Hierarchy page layout.
In this lecture, I show you how to assign a Data.com feature license to your user account. I then demonstrate how to locate Account and Contact records in Data.com and add them to your Salesforce account. We discuss how the Data.com Clean feature works and I introduce you to the Data.com Implemen...
In this lecture we discuss the process and implications of implementing person accounts in your org.
Resources:
Person Account Comparisons - Pros and Cons (From Technical Library) - https://help.salesforce.com/articleView?id=account_person.htm&type=5#Person_Account_Model
Setting Up Person A...
