Can I modify the AccountContactRelations from the contact page?

Question

We are launching the AccountContactRelations in our org (mainly because it's better and triggerable)

Is there a way to manage/update the roles from within the Contact Edit page?

So, when I create a new contact, by default the account will become the primary account, but is it possible to add more roles to this contact for this specific account ?  (not to relate to other acocunts - that's obviously not possible IMO) ?

This way, upon creation of the new contact, already, all relevant roles will be setup, and no need to edit that record again.

Derek F · Accepted Answer

Nope, you cannot edit roles from the edit page of a Contact...at least not without a trigger.

It sounds like you don't quite understand what AccountContactRelation (ACR from here out) does.

ACR is a junction object (meaning it's in a master-detail relationship with both Account and Contact). While Salesforce will only automatically create an ACR record for the Account pointed to by Contact's AccountId field, it is possible for you to create more ACR records yourself (either from the Account, or from a Contact).

The Direct checkbox for ACR is not writable. This is controlled by Salesforce, and whichever Account the Contact points to via AccountId becomes the "direct" relationship.

This shouldn't come as much of a surprise, because the name of the feature that enables ACR is "Allow Contacts to be related to multiple Accounts".

The ACR object contains a standard field, Roles, which is a multipicklist. You can select other roles for a given Account-Contact pair, but unless you have a trigger to help you on that, I believe this is something that you need to do manually.

Nal · Answer

Can be done using Process Builder from Contact Object. In the Action ->Select Update records ->Select a record related to the Contact-> AccountContactRelations

Can I modify the AccountContactRelations from the contact page?

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