We're importing data that doesn't have a relation to an account currently. We're looking to import these contacts and automatically have Salesforce create an Account.
I have the first part of the problem figured out. I'm able to create accounts if the contact doesn't have an AccountId. What I'm looking to do is link those contacts to the account it was triggered to create.
I've followed this process, but it's in an older version of Salesforce (used SObjects, which I'm not seeing) https://screencast-o-matic.com/watch/cbiQlxlb4R
How can I get those newly created accounts associated with the contact that triggered the account creation? I need this to be done programatically with a flow or process, unfortunately.
3 respuestas
With a flow, triggered on create of a contact -> Create account element -> update contact element with create account element.Id
This would link it to the new accounts Id.
However, with that volume, you may be better using batchable apex
