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

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

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