Company Associations let you link the Companies standard object to your Custom Objects and Opportunities, so related records stay connected across your CRM. Setting up these associations gives your team a clearer, contextual view of how companies relate to deals and other custom data.

Frequently Asked Questions #

What are Company associations? #

Company associations are defined relationships that link the Companies object to Custom Objects and Opportunities, allowing related records to be viewed together within your CRM.

Where do I set up a Company association? #

Navigate to Settings > Objects, select the Companies object, open the Associations tab, and create a new association to the Custom Object or Opportunity you want to link.

What relationship types can I choose? #

Associations typically support One-to-One, One-to-Many, Many-to-Many, or a custom limit, letting you control how many records can be linked on each side.

Can I view associated companies from an Opportunity? #

Yes. Once configured, linked companies appear in the Associated Objects panel of the Opportunity, giving you quick access to related records.

Can I use a custom label for the association? #

Yes. You can name the association with a single label or paired labels so each side of the relationship is clearly identified.

What happens to associations if a record is deleted? #

When an associated Company, Custom Object, or Opportunity is deleted, its associations are automatically removed to maintain data integrity.