I would like to display the community user user name on the associated contact record but am not having any luck. Any ideas on how I can accomplish this?

Question

I would like to display the community user user name on the associated contact record but am not having any luck.  Any ideas on how I can accomplish this?

Thomas Hoffman · Answer

Hi Kathy - I use Process Builder to populate a lookup to the community user record on the contact record. This allows you access any values via cross object formula, process builder, validation rules, etc.

You could use this same format to populate a single custom field on the contact record as well, but populating the lookup adds more flexibility later.

I would like to display the community user user name on the associated contact record but am not having any luck. Any ideas on how I can accomplish this?

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