1. If you’re already using Account Contact Roles or a custom-built solution with a junction object, review how those solutions compare with Contacts to MultipleAccounts.
2. From Setup, enter Account Settings in the QuickFind box, then select Account Settings.
3. Select Allow users to relate a contact to multiple accounts.
4. If you want to use custom fields to capture unique information about relationships—for example, the best time to call a contact—now’s a good time to set that up. From the object management settings for Account Contact Relationship:In Lightning Experience, go to Fields & Relationships.In Salesforce Classic, go to Fields.
5. In Lightning Experience, go to Fields & Relationships.
6. In Salesforce Classic, go to Fields.
7. Make sure that you have the most relevant fields on your Account Contact Relationship page layout. From the object management settings for Account Contact Relationship, go toPage Layouts.
8. Add the Related Contacts related list to the account page layouts your reps use. Because the Related Contacts related list automatically includes all direct contacts, you can remove the Contacts related list on your account page layouts.Tip Easily seewho’s a direct contact for the account when you add the Direct field to the Related Contactsrelated list.
9. Add the Related Accounts related list to the contact page layouts your reps use.Tip Easily see which account is the contact’s primary account when you add theDirect field to the Related Accounts related list.
10. If you use person accounts, from Salesforce Classic, add the Related Accounts and Related Contacts related lists to the person account page layouts your reps use.
11. Decide whether you want to prevent activities from automatically rolling up to a contact’s primary account. If so, from Setup, go to the Activities Settings page and deselectRoll up activities to a contact's primary account.
12. If you want to look at the relationships between contacts and accounts, create custom report types.