Supporting Account Contact Relationships

Altify offers limited support if your organization uses the standard Account Contact Relationship object.

The account contact relationship object is a junction object that allows you to associate a single contact with multiple accounts (a direct relationship with their primary account and an indirect relationship with other accounts). For more information, see Contacts to Multiple Accounts in the Salesforce Help.

Altify relationship maps supports these relationships as follows:

  • When adding contacts to a map, contacts indirectly associated with the account are available for selection in the list of contacts suggested by Altify.

  • Adding or creating a contact on a relationship map will create an Account Contact Relationship record connecting the contact with the relevant account.

  • The Account Contact Relationship record will capture whether this is a direct or indirect relationship (indirect if the contact belongs to a different account than the one associated with the relationship map).

Note: Altify does not currently support additional fields such as Roles, Start Date or End Date.

Enabling account contact relationships in Altify

Supporting account contact relationships is not default behavior for Altify. To enable the process described above, do the following:

  1. In Setup, find and select Custom Settings.

  2. Click Manage beside Altify Relationships Settings.

  1. Click Edit on the Altify Relationships Settings page.

  2. Enable the setting Support Account Contact Relationships.

  3. Click Save.

Additional support with Altify: roles

With additional support from Altify in terms of set up, your users can do the following:

  • Capture the specific roles that a contact has across different accounts - they might be assigned the role of 'CTO' on one relationship map, and 'Technical Consultant' on a map associated with a different account.

  • Filter relationship maps by these account-specific roles.

  • Add placeholders for roles on relationship maps (in cases where the contact with the role has not been identified yet).

  • Configure roles so that a different picklist of roles is available for each account type.

To enable support for roles using the Account Contact Relationship object, please contact your Altify CSM or Altify Support.