Contacts to Multiple Accounts
- Olena Mykhailova (Deactivated)
Automatic Account merging depends on the setting for Contacts that are specified in Salesforce. It is possible to allow users to relate a Contact to multiple Accounts. After that, the result of Account merging will be different.
In Salesforce go to Setup - Accunt Settings - Contacts to Multiple Accounts Settings section
Mark Allow users to relate a contact to multiple accounts checkbox
Specify action for deleting Account that has direct contacts
Specify action for replacing the primary Account on a Contact record
Save the settings
Case1: In Salesforce create a new Account with a new Contact. In Magento create an Account Inc. as a B2B Company and Company Admin set the same as the Contact.
Magento, B2B Company | SalesForce | Result in SF after merging |
|---|---|---|
Company name - Account Inc. Company Admin - Contact (email@email.com) | Account + Contact (email@email.com) |
Contact ➝ Account Inc. (direct relationship) Contact ➝ Account (indirect relationship) |
Case 2: In Salesforce create a new Account with a new Contact. In Magento create an Account Inc. as a B2B Company and Company Admin set the same as the Contact. Specify the Account in the Billing Address for Company Admin:
Magento, B2B Company | SalesForce | Result in SF after merging |
|---|---|---|
Company name - Account Inc. Company Admin - Contact (email@email.com) Company Admin Billing Address - Account | Account + Contact (email@email.com) |
Contact ➝ Account Inc. (direct relationship) Contact ➝ Account (indirect relationship) |
Case3: In Salesforce create a new Account without a Contact. In Magento create an Account Inc. as a B2B Company and Company Admin set some Contact:
Magento, B2B Company | SalesForce | Result in SF after merging |
|---|---|---|
Company name - Account Inc. Company Admin - Contact (email@email.com) | Account without a Contact | Account will be merged with Account Inc. (as there is no relationships with any of the Contats) Account Inc. + Contact (email@email.com) Contact ➝ Account Inc. (direct relationship)
|