I'm sure our problem isn't anything new, I just can't get the contacts to link to newly created accounts.
So here's our dilemma. We're migrating data from another CRM where they only had contact data.
I have a process built in Salesforce that will create an account on import of a contact. The issue I'm running into is how to link that contact to the newly created account.I'm wanting this to be completed with a flow, process, or programmatically. We are importing over 550k contacts and we want the system to take care of the heavy lifting since this is a time sensitive import process.Could I get pushed in the right direction on how to link an account to a contact? 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/cbiQlxlb4RTL;DR: I'm able to create accounts on contact import with process builder, but am unable to figure out how to link the contacts to their newly created accounts.1 risposta
Hi Josh,Greetings!You might need to go with the Batch class to insert the Account records based on the Contact details and linked to the created Accounts since you are importing the contacts in bulk.Reference:https://salesforce.stackexchange.com/questions/134234/i-want-to-create-account-record-using-batch-classKindly mark it as best answer if it helps so that it can help others in the future.Warm Regards,Shirisha Pathuri
