Enable Contacts to Multiple Accounts in Salesforce Lightning Experience
This post I would like to show the following topics:
1) How to Enable Contacts to Multipl Accounts (Setup -> Account Settings)
2) Enable Releated List in Account & Contact (PageLayout Account & Contact)
3) Update the Account Object Level (Process Builder to Contact & Account Contact Releated Objects)
– when new contact is created/contact is updated
– when contact is releated to account
4) Reference
From Trailhead – https://trailhead.salesforce.com/content/learn/modules/admin_intro_accounts_contacts
From Salesforce Document – https://help.salesforce.com/articleView?id=shared_contacts_set_up.htm
Session Video:
Use Case By Francis Wan – https://success.salesforce.com/answers?id=9063A000000pf6gQAA (contact with multiple accounts update all accounts with lastactivitydate)
