I've created a custom tab called Client Account. It duplicates all accounts from a standard tab Account with type "client" (and has 47 more fields).
My question is - is it possible to automatically link all Contacts from Account to a Client Account as soon as the latter one is created. So far we've been manually filling in the Client Account lookup field in each Contact.
Thanks for help!
Slava
2 réponses
Thanks for your response, Adam!
We have 2 user groups in our SF - leadgen team (adds prospects and sets up meetings) and sales/account reps (engage with prospects and clients). Our Client Account tab has 55 fields while the Standard tab has only 8. Leadgen team refers to Accounts rather often to check and add info plus scroll down to Leads & Contacts to see the dates of latest outreach etc. The Client Account wastes their time on scrolling through the irrelevant info. Moreover, Client Account has it's own required fields which are different from standard Account ones - leadgen won't be able to fill them in.
Can I use trigger in Professional?
