Sync properties to other property types in properties settings

Highlighted
Regular Contributor

Rather than use workflows to manually copy properties to other property types (Ex: contacts to companies), why not add an option in the properties settings that allows you to:

 

  1. Create a property for multiple objects in one step (Ex: Create a contact and company property in one step)
  2. Automatically sync a property between multiple object types in the property settings option

It's super time consuming to copy properties you need synced between contact and company. 

 

Thoughts?

 

1 Reply 1
Esteemed Advisor

Hi, @nicknem. Sounds like you've got a handle on the multiple issues you've posted about, but they read like they were intended for the ideas forum instead. I recommend reposting there, as the product managers you want seeing this feedback spend more time there, than in the sales & marketing forums (more designed for how-tos and questions oriented on using the software itself). 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
Reply
0 Upvotes