I am wondering if it is possible via workflow or some other means to update a field on account when it's updated on the contact record? Or, does this require writing a trigger?
A coworker of mine is looking to report on contacts and their opportunities, but he's having trouble because it seems like contacts and opportunities don't speak very well with each other. I am not super familiar with opportunities as it is not something I use in my role but he would love to report on contacts and opportunities (instead of accounts and opportunities) if it's possible-so if anyone has any information about that, please let me know!
답변 3개
You can update the account from the contact, easily by a workflow rule and field update.
Setup -->Workflow Rules
Click new rule
select the object
give it a rule name, when it's evaluated and determine the criteria.
Create a workflow action, and choose a field update.
Give the field update a name, choose the object and the actual field you want updated. Then you can specify the new field value in a formula for that field.
Click Save
Lastly, activate your workflow!
Here's an example
http://www.salesforce.com/us/developer/docs/fundamentals/Content/adg_workflow_rule_update_fields_try_it_out.htm
