adding account level contact roles from C360

  • 6
  • Idea
  • Updated 1 year ago
  • Planned
Currently in our C360 we have a report for Account Level Contact Roles. When we view the report in the C360, it has the option to 'Add' an account level contact role, but when you click the 'add' it errors in SFDC. We can't run a report based on the Contact object because the Account Level Contact Role doesn't live on the Contact Object, its just a bridge between the Account and Contact and is called a 'role'. We are able to edit and view the Account Level Contact Role in teh C360, but just can't add one from there like we can for Contacts in the 360. We would like the ability to add.
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Sam Suhajda

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Posted 1 year ago

  • 6
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Graham Redway

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The only way I found to do this is to create a custom visualforce page and embed that on the C360 view. It works fine but would be good to have a supported solution instead.