Compare properties between different objects

CRM & Sales Tips, Tricks & Best Practices
1

Hello everyone,

Unfortunately workflows dont allow you to directly compare properties between different objects (Contacts and Companies for example), is there a workaround or solution to tackle this problem?

2

Hi @galvanA81,

Yes, the best way to do this currently, in my opinion would be:

  1. Create a sync property to make the value on the contact record available on the company object (or vice versa) Create sync properties that copy data to associated records
  2. Create a calculation property, custom equation, with output boolean, and check whether the value of the sync property corresponds with the other property Create calculation and rollup properties (if value 1 equals value 2 output true, if not, false)

Let me know if you have any follow-up questions!