Hi! I run a job placement program. I have a custom object called a “Job” which is associated with Contacts and with Companies. I want all contacts associated with a Job to automatically become associated directly with the Company that is linked to that same job. How do I build a workflow to accomplish that?
Hi @GCluster,
You can try using the Create associations action in a Job-based workflow and configure it as shown in the screenshot.
This should create associations between all Contacts associated with the Job and the Company associated with the same Job.
I haven’t tested this exact setup with a custom object, but based on how the action works, it should work. I’d recommend testing it with a few records first.