by ChadSmith | May 15, 2016 | Summer '16
Here are a couple of new features that I think those of us have to enter data into Salesforce or just use accounts will appreciate. Once an administrator enables Account Autofill & Account Logos in Setup.
When entering a new Account Salesforce will give you a list of suggestions:
As well, phone numbers and web sites for some of the businesses will also automatically be populated for you. You’ll notice some of the accounts also have an associated logo, so once in Salesforce you’ll see the company logo next to the name.
by ChadSmith | May 13, 2016 | Summer '16
This has been a feature request for quite some time now, and we’ve finally got it! Your administrator will need to enable, “Allow users to relate a contact to multiple accounts” in the org but once that’s done, you’ll be able to add the new related lists on your Accounts & Contacts.
… and yes, this feature is available in Lightning & Classic!
On your contact records you’ll have a new related list for Related Accounts.
The contact’s primary relationship will be specified as direct. There’s a new objects and page layout to support this new relationship where an administrator can add and remove role options, create custom fields, and set page layouts.
Accounts have a new related list as well, Related Contacts, which show standard contacts, specified as Direct as well as contacts related to the account via a non-direct relationship.
All in all, this will be a nice feature to avoid having to create duplicate contacts in your system if you need to track the same contact related to multiple accounts.
