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Overview


 

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In this section, you will find information about how to link one or multiple products to a contact in Salesforce. This allows you recording the product(s) discussed and easily find the contacts associated to a specific Solvay product(s).

 

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Concerned profiles:

     ALL (in account team)


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Step By Step

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From the contact page, it is possible to link one or multiple product to the contact, in order to record the product(s) discussed and further list the contact based on the product(s) associated. 

Image AddedFrom the contact page, hover on the related list Contact Product Relationship and click on New Contact Product Relationship
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Image AddedSearch the product to be related to the contact and then click on Save
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Image AddedOnce found, the relationship is presented
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Image AddedGreat! Now on your contact page layout, you can easily check which product is in discussion with this contact
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