我们可以在联系人中显示帐户记录吗? [英] can we show Account records on Contact?

问题描述

在 Account 对象上，我们有一个名为 contact 的相关列表.如果我们想添加联系人，我们可以使用 Contact 相关列表.然后将创建联系人相关列表.但是在联系人上，我在联系人的帐户相关列表中找不到帐户名称.Accounts和contacts都是m-m关系

解决方案

你的问题有点奇怪.而且它并不是真正与编程相关的.如果我的回答对您没有帮助 - 尝试再次询问

当您创建新联系人时，您可以选择现有帐户或在查找中单击新建"并即时创建一个.但是关系仍然是1:n，一个联系人将有 0 个(可能，但一个极端情况，通常是个坏主意)或 1 个帐户.

然后是一个名为<的特殊表代码>AccountContactRelation.它用于模拟一个人在多家公司工作，例如在 XYZ 公司当地小型分公司担任董事，同时在 XYZ 公司总部担任会计主管".如果您想要这样，一个真正的 m:n 关系 - 您可能需要在设置中启用一些内容并像此培训课程一样配置您的 Salesforce:https://trailhead.salesforce.com/en/content/learn/modules/admin_intro_accounts_contacts/admin_intro_accounts>

但是在联系人中我找不到帐户中的帐户名称相关列表

所以...如果您已经启用了多个帐户的联系人"并将其添加到页面布局和内容中 - 那么可能就像检查联系人页面布局并编辑相关列表以包含帐户名称一样简单.但我感觉你在途中跳过了几步.

On Account object we have a related list called contact.If we want to add contact we can use Contact related list. then contact related list will created. But on the contact i could n't find the Acccount name in Account related list on Contact. Both Accounts and contacts are m-m relationship

解决方案

Your question is bit weird. And it's not really programming-related. If my answer doesn't help you - try asking again at https://salesforce.stackexchange.com/

The default setup in Salesforce is that Accounts and Contacts are in 1:n relation. So you have related list of 0,1 or more Contacts under Account. But when you're on Contact there's only 1 Account to choose from. And it's the "Account Name" field, a lookup (foreign key), not a related list with exactly 1 item on it.

You're 1 click away from viewing the Account. If that's not enough, if you really want to display Account data on Contact - there are options such as formula fields or adding "record detail" component to the page and making it use Account Name instead of this Contact. You can see it on the right side in my screenshot:

When you make new Contact you can select existing Account or click "New" in the lookup and create one on the fly. But relation is still 1:n, A contact will have 0 (possible but an edge case and generally bad idea) or 1 account.

Then there's a special table called AccountContactRelation. It's used to model "one guy working in multiple companies, for example being director in company XYZ small local branch and at the same time - head of accounting in company XYZ headquater". If you want that, a real m:n relation - you might have to enable few things in Setup and configure your Salesforce like this training course: https://trailhead.salesforce.com/en/content/learn/modules/admin_intro_accounts_contacts/admin_intro_accounts_contacts_relationships

But on the contact i could n't find the Acccount name in Account related list

So... if you already have the "Contacts to Multiple Accounts" enabled and added to page layouts and stuff - then perhaps it's as simple as checking the Contact page layout and editing the related list to include Account Name. But I have a feeling you skipped few steps on the way.

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