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BennettTranBennettTran 

Pulling Contact Fields to Custom Account Field

Hello,

 

I would like to pull an email address from a specfic contact on an account to a custom account field.  I think this can be accomplished by flagging a field on the contact and using that to pull the email address.  I am just not sure where to start.  Should this be a trigger or can this be done in a workflow?

 

Please let me know if you have a solution.

 

Thanks,

Best Answer chosen by BennettTran
AroraAnupAroraAnup

If I understand correctly, what you want is to be able to pull the Email address of a specific Contact (by specific, I am assuming that the Contact has some field/attribute that will be used in separating it from the other Contacts) on a custom field on its related Account.

 

The above can be achieved using a Workflow field update as the update is from Child to Parent. You can write a workflow on Contacts saying that if the Contact is created/modified and if this field identifier field is updated/checked and email id is not blank, then copy over the email id to the Account.CustomField__c

 

Hope this helps! Let me know how it goes.