Update account field based on contact attribute | Community
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A
Anonymous
March 13, 2016
Question

Update account field based on contact attribute

  • March 13, 2016
  • 1 reply
  • 2522 views

I'd like an account field called "acquisition channel" to be changed according to the acquisition channel of the first contact in the account.

Example:

-A user clicks a PPC ad and creates an account

-Our app creates account&contact

-the data is synced to marketo

-A triggered Marketo campaign changes a Contact field called "Acquisition Channel" to "Paid". I'd like the same to be changed in the account level, but then if more contacts are added to the account I don't want this field to be changed anymore, in case they reached us thru other channels.

Couldn't find a way to achieve it using SF Workflows

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
March 13, 2016

Hi Idan,

This can be done in an SFDC workflow. It is called a cross object field update. See Cross-Object Field Updates  (URL requires a salesforce connection)

-Greg

A
Anonymous
March 14, 2016

I tried setting up a workflow that affects Accounts but can't find Contact fields in the Rule Criteria.

Grégoire_Miche2
Grégoire_Miche2
Level 10
March 14, 2016

Hi Idan,

You need to set the workflow on the contact object, and from there you will be abel to update the account. The reverse is not possible. Cross Object WF can only go from child to parent.

-Greg

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