1. Preparing the Salesforce Organization

Before the CT CPG installation, allow users to relate contacts to multiple accounts. Follow these steps:

  1. Go to Setup → Feature Settings → Sales → Account Settings.

    The Account Settings page is displayed.

  2. Click Edit.

  3. In the Contacts to Multiple Accounts Settings section, enable Allow users to relate a contact to multiple accounts.

    contact to multiple accounts

  4. Click Save.

The Salesforce organization is ready, and you can install the managed CT CPG package.

``