Back to the Sobject Crusade list. Source: AccountPartner This object links 2 accounts in a partnership relation. To create a new AccountPartner object, add the Partners related list on the Account object: Click the New button and add as many Account partners as you want, setting also a role in the partnership: This action populates […]
Tag: Role
[Salesforce] The Sobject Crusade: AccountContactRole
Back to the Sobject Crusade list. Source: AccountContactRole This object defines a role that a given Contact plays on an Account’s opportunity. There could be only a Primary Contact for every Account. Add the Contact Roles related list on the Account object. Click on New, and select a Contact from the CRM, a Role from […]