Understanding relationships
Relationships are the connections between contacts and multiple accounts in Salesforce. A contact is always connected to the account (organization) that the user works for. There are some cases where these contacts are connected to other accounts in the system, such as contractors, board members, or any other role that the contact could be connected to. Let's see how this works.
A business use case
For our example here, let's assume that John Doe is the sales manager at GenePoint but also sits on the board of another one of our accounts, Cardinal Inc.. As the sales rep for XYZ Widgets, you will make the connection in Salesforce. Let's see how to go about this.
Enabling relationships
The first step is to enable the Allow users to relate a contact to multiple accounts feature. As you can see in the following screenshot, I navigated to the setup and configuration section of Salesforce:
There are several steps, which are shown in the preceding...
