I am implementing a system where we would mainly work inside Parent companies. All activities would be logged on the parent rather than any of the child.
Because of this it would be great to have all the contacts from child accounts in the Parent.
I could do a one-off dataload to change the associations to the Parent but I would like to try set up a system where new contacts added to child accounts have their primary association changed to the parent account, while ideally retaing a secondary association to the child account.
How would you go about this?
Hi @BalintSipos,
To accomplish this, you would liked need to create a custom coded workflow action, or potentially a series, that allows you to identify a contact’s primary company association and the type of company it is and then update the contact’s primary company association to the parent version of the associated company.
You may need to field a company property to field parent vs. child because I’m unsure how much you’ll be able to use the association label itself to appropriate identify the right company record.
To create a custom coded workflow action, you need access to Ops Hub Pro and a developer to right the code for the actions.
If there is anyone else out there in the community that can validate and/or offer additional guidance, that would be awesome!
I hope this is helpful!