If you have a contact that is associated with multiple accounts in your Salesforce, follow the steps below to accurately represent this information in the Salesforce system.
Ensure that Contacts to Multiple Accounts is enabled.
Add the Related Contacts related list to your Account Page.
Navigate to Setup.
Go to Object Manager > Account > Page Layouts.
Select the Page Layout your reps use (normally "Swantide Account Layout").
Go to Related Lists
Search "Related Contacts"
Drag & Drop the Related List onto the page.
Click "Save."
Add the Related Accounts related list to your Contact Page.
Navigate to Setup.
Go to Object Manager > Contact > Page Layouts.
Select the Page Layout your reps use (normally "Swantide Contact Layout").
Go to Related Lists
Search "Related Accounts"
Drag & Drop the Related List onto the page.
Click "Save."
Ensure that all Accounts are in your Salesforce.
Decide which Account will be the "Primary" Account in your Salesforce.
This Account will appear at the top of your Contact Page, and the other associated Accounts will appear as a related list on the Contact Page.
(If uploading net new Contacts) Upload your Contacts and include the primary Account
Prepare a file with your Contact and its other associated Accounts. Each Account should have its own row. See example: β
Using dataloader.io, upload the file to AccountContact Relationship.
Click "New Task"
Select "Upload"
Select "Account Contact Relationship"
Upload your file (must be a CSV)
Navigate to the Contact Page and ensure that the data has pulled through.
To add related Accounts manually, simply select "Add Relationship" on the Contact Page.