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Status Open for voting
Workspace Nintex DocGen and Nintex DocGen for Salesforce
Categories Lightning Experience
Created by Guest
Created on Jul 18, 2017

RELATED IDEAS

Support Account Contact Relationship Salesforce Object

Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships.

When creating a DDP I can only choose my recipient from contacts that have a direct relationship with an account, not an indirect relationship. We have a work around, we reassign the contact to a different account, but it would sure be great if we didn't have to do that. It would be perfect if Drawloop would support the new contact model and show all contact associated with an account, not just the direct ones.

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  • Guest
    Reply
    |     Sep 8, 2022
    We have a similar issue at our company. Our solution has been to clone the needed contacts across the accounts which the needed contacts have an indirect relationship. It would benefit us greatly if the Account Contact Relationship was supported.
  • Guest
    Reply
    |     Sep 8, 2022
    Please add this soon, our company is moving to Account/Contact relationships for better Contact Management (and to avoid duplicate contacts) in Salesforce and right now the only application in our infrastructure that does not support this new functionality is Drawloop/DocGen.
  • Guest
    Reply
    |     Sep 8, 2022
    I had this issue when we switched to lightning and started using related contacts. Someone at Nintex made it work for us, and it worked for about 7 months. Now suddenly they're saying this can't be done and they can't fix it. We heavily rely on Drawloop/Nintex and use the document generation every single day. For them to not support a pretty widely available feature like Related Contacts in SalesForce is absurd. Especially now that it is almost three years after this post.
  • Guest
    Reply
    |     Sep 8, 2022
    Is there support for this feature yet? I need this as well.