Display company properties against contacts

Regular Contributor


Newbie here.


I have imported additional company properties, however these properites do not carry across to the contact details.

Why would that be when the contact details show the associated company?


EDIT the below has worked for me:

1. created custom propety e.g. Salesforce ID

2. Created workflow copy from company to contact

1 Reply 1
Esteemed Contributor

properties are unique to each individual record. So you can have entirely different values on one record, and not available on another depending on how you set up your process. I tend to leverage workflow processes to carry values across to related records in the cases I need them available in more than one location. 


You also will need to create a custom property in both locations to be able to do so. 

Justin Perkins
Solutions Engineer
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