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Test Your Process

Check the Process

If everything works correctly, whenever an account has a change of address, the address change is made for everyone who works for that company. Let’s test that.

  1. Click App Launcher icon to open the App Launcher. Select Contacts.
  2. Click Recently Viewed and select the All Contacts list, then click Tim Barr.
  3. On Tim Barr’s contact record, click Details.
  4. On Tim Barr’s detail page, note the mailing address [1] and account name [2]. A screenshot of Tim Barr's contact record, with the mailing address and account name fields highlighted and numbered to match the instructions
  5. Click the account name, Grand Hotels & Resorts Ltd. This opens the account for Grand Hotels & Resorts Ltd.
  6. On the Grand Hotels & Resorts Ltd. account record, click Details.
  7. Click Edit.
  8. Change the billing street address and click Save.
  9. Click Related.
  10. Scroll down to Contacts and click Tim Barr. Click Details. On his detail page, notice that his mailing address has been updated.

Summary

Congratulations! With just a few clicks, you have created a business process to update child records and keep your data clean and accurate. Experiment with adding more criteria or actions to broaden the functionality.