What is the best way to auto-update contact records when an account field is updated? - Answers - Salesforce Trailblazer Community
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Cindy HendricksCindy Hendricks 

What is the best way to auto-update contact records when an account field is updated?

A couple of fields that I've had at the Account level for a long time, which is where it makes sense, were added to the Contact record because my marketing person needed that info at the contact level for an email marketing plugin he is using to segregate our customer lists in that system.  Unfortunately, that makes a lot more work for the rest of us to keep it all consistent and updated.  Is there an easy way to set it up so that when those fields are updated at the Account level, they are auto-updated at the contact level for all contacts related to that Account?

Thank you in advance!
Best Answer chosen by Cindy Hendricks
Viorel PascuViorel Pascu

Hi @Cindy,

The easiest way to update all contacts that belong to an account when an account is updated is to create a Process builder

Create a process builder
Choose Account object
Select "when a record is created or edited"
-Enter your criteria based on which contacts should be updated
Select Immediate Actions ->
Select a record related to the Account ->
Type "Contacts" ->
Select Choose 
-Here you have the option to update all the contacts OR only some contacts (that meet your criteria). If no criteria is chosen, then all contacts that belong to the account will be updated
Choose which contact fields should be updated and their valueSelecting what records to update if criteria is met.

Hope this helps!
Anything else, please let me know.
 

Regards,
Viorel

All Answers

Viorel PascuViorel Pascu

Hi @Cindy,

The easiest way to update all contacts that belong to an account when an account is updated is to create a Process builder

Create a process builder
Choose Account object
Select "when a record is created or edited"
-Enter your criteria based on which contacts should be updated
Select Immediate Actions ->
Select a record related to the Account ->
Type "Contacts" ->
Select Choose 
-Here you have the option to update all the contacts OR only some contacts (that meet your criteria). If no criteria is chosen, then all contacts that belong to the account will be updated
Choose which contact fields should be updated and their valueSelecting what records to update if criteria is met.

Hope this helps!
Anything else, please let me know.
 

Regards,
Viorel

This was selected as the best answer
Krishnamurthy KAKrishnamurthy KA
Hi Cindy,

You can use process builder to achieve your requirements.
See below:
User-added image

If my answer is helpful, please mark it as the best answer.

Regards
Krishnamurthy
Cindy HendricksCindy Hendricks
Thank you @Viorel Pascu  - that worked!!!
Denis HorganDenis Horgan
Did you try simply creating formula fields on the contact so it shows the data from the account record?  Your marketing plugin should be able to read these without an issue.  You would then of course continue to update the fields on the Account and the contact will always reflect the value.
Cindy HendricksCindy Hendricks
I did not @Denis Horgan, but the process I setup is working like a charm so far.  If I need another alternative such as creating formula fields... what would that formula look like?