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New Idea

adding account level contact roles from C360

Related products:None
  • May 25, 2017
  • 1 reply
  • 41 views
jean.nairon
sam_suhajda
garrison_young_6f5994
amber_breedon
beth_power_2383ae
+2
  • jean.nairon
    jean.nairon
  • sam_suhajda
    sam_suhajda
  • garrison_young_6f5994
    garrison_young_6f5994
  • amber_breedon
    amber_breedon
  • beth_power_2383ae
    beth_power_2383ae
  • mike_flynn
    mike_flynn
  • graham_redway
    graham_redway

sam_suhajda
Currently in our C360 we have a report for Account Level Contact Roles. When we view the report in the C360, it has the option to 'Add' an account level contact role, but when you click the 'add' it errors in SFDC. We can't run a report based on the Contact object because the Account Level Contact Role doesn't live on the Contact Object, its just a bridge between the Account and Contact and is called a 'role'. We are able to edit and view the Account Level Contact Role in teh C360, but just can't add one from there like we can for Contacts in the 360. We would like the ability to add.

1 reply

graham_redway
  • Contributor ⭐️
  • 2 replies
  • September 18, 2017
The only way I found to do this is to create a custom visualforce page and embed that on the C360 view. It works fine but would be good to have a supported solution instead.

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