![]() In Salesforce Classic, account hierarchy can display up to 500 child accounts.View Hierarchy link can be set in Setup > Account Settings:.Account's Parent Account field is used to relate another account in hierarchy.A private Contact is a Contact without Account and a Contact must have primary Account in order to create indirect relationship.Likewise, a single Contact can be related to multiple accounts using Contact to Multiple Accounts.you can also View Relationship, Edit Relationship or Remove Relationship on the relationship (remove relationship if it is Direct).You can identify the Roles and Direct from the Related Contacts Related List:.NOTE: you can't associate a private contact with an account.NOTE: the Account Contact Relationship's (API name: AccountContactRelation) Role field is multi-picklist, the Opportunity Contact Role's (API name: Opportunit圜ontactRole) Role field is picklist.In Salesforce Lightning, it is called ' Contacts to Multiple Accounts', but they are essentially the same thing. ![]() Contact Roles can be specified in an Account as a single Contact can have different roles in different Accounts.' Contacts to Multiple Accounts Settings' can be enabled in Setup > Account Settings:.A Contact's primary Account is a direct lookup relationship of Account in Contact.keep Opportunity Team with transferred Opportunities.transfer Account Owner's Closed Opportunities.transfer Open Opportunities owned by others.When changing owner in Salesforce Lightning, you can do the following:.keep Opportunity Team on Opportunities transferred to new owner.transfer Open Case owned by existing Account Owner.transfer Open Opportunities not owned by existing Account owner.In Mass Transfer Account Records, you can also do the following:.When transferring Account, the new user will own the associated Contact, open Opportunities, Contracts in Draft and in Approval Process status, Orders in Draft status, Notes, Attachments, and open Activities created by original record owner.If Contact or related access level is Private, then the account owner can only access to related object if he or she is also the owner of the child record.If Contact or related object access level is Controlled by Parent, then the user can perform the same action on child record based on their permission on parent account record. ![]()
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