Salesforce Account Contact Relationship Fields - Relate a ...

Quoted on this wiki

Every place a page here uses this source, in the order the words come in it.

1. Account-based marketing (ABM): helping navigate the power dynamics within the 4 walls of a prospect account – plus, a win for targeted messaging. “Channel Sales: spotting indirect relationships to that account, eg. if you are highly engaged with a partner affiliated with your target account.” What are Account Contact Relationships?

   In Partner account mapping

2. “‘Account Contact Relationships’ are how you can define ‘relationships’ between contacts (individual people) to accounts (a business).” Not all relationships in the real world follow the classic B2B-business-cookie-cutter approach following a neat one contact to one account structure. With Account Contact Relationships you can reconstruct reality with networks of individuals working with:

   In Account-contact mapping

3. Not all relationships in the real world follow the classic B2B-business-cookie-cutter approach following a neat one contact to one account structure. With Account Contact Relationships you can reconstruct reality with networks of individuals working with: “a) Multiple accounts” b) Working with accounts in different capacities (eg. employee, agent, partner, affiliate, contractor etc.)

   In Account-contact mapping

4. a) Multiple accounts “b) Working with accounts in different capacities (eg. employee, agent, partner, affiliate, contractor etc.)” The reason I wrote this post for The DRIP, is because I see the potential for marketers to leverage the role(s) that a contact would have with one or many accounts:

   In Account-contact mapping

5. What are Account Contact Relationships? “‘Account Contact Relationships’ enable you to define the ‘role’ a contact has to their account, and any other account in your Salesforce org, if you wish to do so. Example roles that come out of the box are Business user, Executive Sponsor, Influencer, plus others.” The technical stuff: ‘Account Contact Relationships’ is a junction object which enables that many-to-many relationship.

   In Account-contact mapping

6. The reason I wrote this post for The DRIP, is because I see the potential for marketers to leverage the role(s) that a contact would have with one or many accounts: “Account-based marketing (ABM): helping navigate the power dynamics within the 4 walls of a prospect account – plus, a win for targeted messaging.” Channel Sales: spotting indirect relationships to that account, eg. if you are highly engaged with a partner affiliated with your target account.

   In Account-contact mapping

7. ‘Account Contact Relationships’ are how you can define ‘relationships’ between contacts (individual people) to accounts (a business). “Not all relationships in the real world follow the classic B2B-business-cookie-cutter approach following a neat one contact to one account structure. With Account Contact Relationships you can reconstruct reality with networks of individuals working with:” a) Multiple accounts

   In Account-contact mapping

Quotes are verbatim and belong to their publishers. Where a quote has been translated, the original wording is kept below it.