+ Start a Discussion
Ti Saunders 8Ti Saunders 8 

Workflow Formula - Update Contact Field Based on Account Change

I am writing a workflow rule for the Contact object that will update contact fields based on changes to the Account. 

When the "Lead Rating" (picklist) field equals "A+" and the "Lead Score" (number) field equals "51", I want the rule to trigger. This is what I am using: 

AND(
 ispickval(Account.Lead_Rating__c,"A+"),
 (Account.Lead_Score__c =51))

I am not getting any syntax errors, but the rule is not triggering.
Best Answer chosen by Ti Saunders 8
Maharajan CMaharajan C
Hi,

For this scenario you have to create the process builder in Account Object and in Field Update Action update the Contact records.

Please refer the below links for creating the process buiilder in Account Object. The Links also holding the similar scenario's as like you have.

https://www.mstsolutions.com/technical/process-to-update-child-records-using-the-lightning-process-builder/

https://hub.packtpub.com/auto-updating-child-records-process-builder/

Thanks,
Maharajan.C

All Answers

Maharajan CMaharajan C
Hi,

For this scenario you have to create the process builder in Account Object and in Field Update Action update the Contact records.

Please refer the below links for creating the process buiilder in Account Object. The Links also holding the similar scenario's as like you have.

https://www.mstsolutions.com/technical/process-to-update-child-records-using-the-lightning-process-builder/

https://hub.packtpub.com/auto-updating-child-records-process-builder/

Thanks,
Maharajan.C
This was selected as the best answer
SARI4SARI4
Can you paste you code here for more details
I dont know the exact requirnment, but if this is the only condition to fill the contact field then you can create the CONTACT field as formula field and use the formula you have mentioned in trigger.