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Former Member
Apr 27, 2009 at 02:18 PM

Relationship Creation Between Account and Contact person...!

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Dear Experts,

In an Account, If a contact is created with the 'Blackberry contact", then Account creates a relationship 'Has Blackberry Contact Person' with the <Contact name> and gets created in the Relationship Assigment Block of the Account.And when entering a contact, then i can find "Is Blackberry Contact Person" for the <Account Name> in the Relationship Assignment Block.Can anyone explain the process steps involved in this..

Task Desc :

I have a similar requirement... First need to create "4 types of account" as check boxes in the Account UI, Then for example when selecting a "XYZ Target Account",The Account should have a u201CIs a XYZ Target Account" for relationship with the sales rep and the sales rep should have a u201CHas a XYZ Target Accountu201D relationship with the Account. If no sales rep is available for the sales area that is checked, a warning message will be displayed.

Please help me providing the process steps involved....

Regards,

Vinod Kumar