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Salesforce Account Contact Relationship Fields - Relate a ...
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Quoted on this wiki
Every place a page here uses this source, in the order the words come in it.
“‘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:
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.)
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:
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.
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.
B2B marketers will benefit from using Account Contact Relationships when doing account mapping for strategies such as Account-based Marketing. “Job titles, being ununiform in nature, can get lost in the noise. Roles, on the other hand, a great way to unify and categorise prospect and customer contacts.” Seeing the roles that come out of the box, you will begin to see why:
Avoid the Previous Pains of Deliberate Duplication “Previously, if you wanted to go beyond the neat ‘cookie-cutter’ model and relate a contact to more than one account, you would need to create more than one contact record for that individual. This is known as ‘deliberate duplication’, where you are creating a duplicate for a reason (as a workaround to the Salesforce data model restrictions).” Setup Account Contact Relationships
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?
Seeing the roles that come out of the box, you will begin to see why: “There is also a powerful use case for channel sales, where partners may be affiliated with an account and managing the relationship on behalf of your organisation.” Avoid the Previous Pains of Deliberate Duplication