What I'm trying to acheive:
Parents of kids of our programs submit intake forms for each child.
We are moving this process online. When a parent fills out the online form, that data will be originally stored on their record. That data needs to moved to the child's record. I need Salesforce to do a series of tasks:
- Check to see if the parent contact has an existing relationship with a child of the same first name
- If so, update the fields on the child's record with the corresponding data on the parent's record.
- If not, create a contact record in that same household with the corresponding data AND create a relationship between the two contacts.
I currently have a process that begins with the relationship object. When the primary contact meets certain certain criteria, all relationships related to this contact should be triggered to see if the first name of its related contact matches the first name of the child of the intake form on the primary contact. If so, the related contact will be updated.
I will create another process based on the contact record that do not have ANY relationships that will automatically create relationships and contacts when a contact is edited to meet criteria
HOWEVER - I just tried it out and it doens't work. Does anyone have experience doing something similar with the Process Builder? Are my expectations realistic?
3 respostas
Hi Greer,
I haven't done much in the NPSP for a while and from what I understand, this is what you are working with.
I just checked out the relationship object and I'm trying to wrap my head around it. Because it is creating a many-to-many relationship between to records of the same object, the NPSP always creates a so-called Reciprocal Relationship. (You might already be aware of this - I was not.)
From what I understand, you want to
1. lookup that parent contact record
2. loop through all relationship records, where said parent is primary contact
3. find the one where related contact first name equals child first name
4a. if child is found, update its contact record
4b. if child is not foud, create a contact record AND create a relationship record (and hope, that the NPSP takes care of creating the Reciprocal Relationship record, if not, create that too).
Correct?
In my opinion, this calls for Flow (Visual Workflow) instead of Process Builder.
Have you ever used Flow before?
Best regards
Toby
