function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
cj@sflcj@sfl 

Formula to pull contact data into account record - is it possible?

Hi all,
 
I want to add a custom field (text) to my Account records called "Main contact" and want this to be a formula that pulls in the full name of the contact that has a true value in the Contact custom field (checkbox) "Main contact".
 
So, to, hopefully, explain, I will have a number of contacts linked to an account but only one of them will have a true value in the "Main Contact" checkbox and I want to know if it is possible to pull this information up to the custom field within the account record. If not, it will mean we have to enter it manually :(.
 
Any advice offered greatly appreciated.
 
Cheers,
 
Colin
Chris_627Chris_627
There is no native feature in SF to update an Account with information from a Contact. I know it could be done with an s-control that queries the Contacts on the Account and finds the one you've flagged as the "Main Contact" (I've seen something very similar done that way) but I'm not sure how to write it....
cj@sflcj@sfl
Thanks for the reply Chris, I wouldn't really know where to start with this.
 
Hopefully, someone else may be able to offer further information.
 
Thanks again,
 
Colin