0

I want to replicate part of the 'Partner" functionality in my app.

I have accounts and I want to tie them to their lender. In this case Lender is a replacement for partner.

I want the Lender Accounts to exist in the standard Account object. I want to have Lender Contacts in the standard Contact object. I want to have Lender as a related list on the Account tab.

I know this must be a junction object of some kind but I can't seem to figure out how to do this.

Any suggestions greatly appreciated!!

  • Can an account ever have more than one lender? – gorav Aug 28 '16 at 16:03
  • Hi Gorav - Yes, it would be possible for a borrower to have more than one lender. – Steverino Aug 29 '16 at 20:48
  • Ok then junction object it is. How do lender contacts relate to the lender and the recipient. – gorav Aug 29 '16 at 22:05
0

It sounds as though what you want to do is create your Lenders with a unique RecordType when you create their Accounts. What's not clear is whether the Lender Account should be a parent of the "Account that received a loan". I suspect not. Instead, they likely should have a look-up relationship of some kind with your other "standard account" (loan account)?

Because you've created a RecordType for the Lender Accounts, you'd then want to create a RecordType for Lender Contacts that are children of those Accounts. I don't think you should need a junction object at all for your requirements.

  • Thank you for your help. Just so I am clear, you think that I can then have a "lenders" related list? – Steverino Aug 26 '16 at 20:11
  • Once you create a look-up relationship between the two record types of Accounts (you'll need to add a custom field on the lendee account), then yes, I believe there's a way for you to add the related list. – crmprogdev Aug 26 '16 at 20:38

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.