Help! I've broken my brain on this one.
Currently all new contacts are automatically housed under 1 specific account. I want to change this to a new account. To my mind I've got two ways of approaching this:
1. Find out where the default setting lives in the set up menu and make the switch to a new ID
2. Create a Process Builder which will trigger the change.
I've started the Process Builder, but it failed when I tested it.
Here's the criteria I used:
Object: Contact
Criteria: [Contact].Account.Id = "old account id"
Immediate Action: Here's my problem I'm trying to find "[Contact].Account.Id" but I can't!
Can anyone offer advice?
Could this be done with a simple workflow rule?
I'm going to link in a few ringers who may be inclined to help. In the spirit of @Steve Molis , I will owe you a beer, or two.
@Jude Shimer @Christian Carter @Karla Smagorinsky@Salesforce.org System Administrators
I've got a bit of digging to do. @Christian Carter has linked me to some documentation to dig into which may lead me to the default settings we have in place. More to come...