Is there any way to detect when record associations are added or removed?
For example, I have 2 custom objects and when a record in object1 gets associated to a records in object2, I want to be able to detect that event. Also, I want to detect when that association is removed.
How do you want to detect when this happens? I'd approach this by setting up a workflow for object 1 that enrolls records when the create date (or any other default property) of object 2 is known. You could then stamp any property of the enrolled records or send an internal notification for easy identification of this new association.
Doing the same for a removed association is more tricky, I'm not sure it can be done within a workflow so I'd be interested to hear others chime in on their thoughts.
Cheers!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
How do you want to detect when this happens? I'd approach this by setting up a workflow for object 1 that enrolls records when the create date (or any other default property) of object 2 is known. You could then stamp any property of the enrolled records or send an internal notification for easy identification of this new association.
Doing the same for a removed association is more tricky, I'm not sure it can be done within a workflow so I'd be interested to hear others chime in on their thoughts.
Cheers!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer