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Mckenzie Ellis a posé une question dans #Sales And Marketing
Is there a way to sync account and contact fields together? I have a field on the Account level and would like it to automatically sync to the contact level when I insert or update it.

 

Thanks!
3 réponses
  1. 19 juil. 2012, 18:03
    Have the custom field on the account level and then create a cross object formula on the contact level. In your cross object formula, reference the custom field you created on the account level.
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