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Bob_z Creating a Flow to Update Custom Object Using Account Contact Relationship
I have a Service Appointment object with a custom look-up field to the account object Contractor__c
The Contractor Account record uses the Account Contact Relationship to relate contacts.
I need to create a flow that starts with the service appointment object.
Looks at the related contact from the contractor lookup field
Pick a contact with the role "accountholder", and assign that contact to a custom field Contractor_Contact__c on the service appointment. But how would I go about that in a Flow or process builder/flow to find the correct contact? I can build flows and processes but I never used the Account Contact Relationship object before in a flow or process builder workflow?
The Contractor Account record uses the Account Contact Relationship to relate contacts.
I need to create a flow that starts with the service appointment object.
Looks at the related contact from the contractor lookup field
Pick a contact with the role "accountholder", and assign that contact to a custom field Contractor_Contact__c on the service appointment. But how would I go about that in a Flow or process builder/flow to find the correct contact? I can build flows and processes but I never used the Account Contact Relationship object before in a flow or process builder workflow?
Hi Bob,
To find the correct contact, try to get contacts records associated with account where the contactrole is "accountholder".
Please mark it as best answer if you find the above information helpful.
Regards,
Priya Ranjan