Skip to main content Join the Agentforce Virtual Hackathon to build innovative solutions and compete for a $50k Grand Prize. Sign up now. Terms apply.
Topics#Sales And MarketingJennifer Schnell's Question
Jennifer Schnell (SaaS Compamy) asked in #Sales And Marketing
Jan 19, 2017, 5:22 PM

Automatically Create Contact Record from User Record

I would like to implement an automation where when a new user record is created a corrosponding contact record is created and similar fields are populated in the contact record.  I would also like to link the two records together.

 

First question:  What is the best automation tool to use for this?  Quick Actions, Process Builder, Flow?

 

Second question:  Advice on best way to set up in the automation tool?

 

Note:  We are running on Enterprise Winter'17 edition - classic.  We are currently working on our roadmap to turn on lightning and want any future work we do designed to be lightning friendly/efficient.

 

Thanks in advance.
3 answers
  1. Rob Collett (Zarraffa's Coffee)
    Sep 25, 2019, 7:06 AM
    Process Builder is the best method to do this.

     

    1. Go to Process Builder

     

    2. Select User as the focus object, set as Only When a Record is Created, and set the Recursion to True

     

    3. Add any True/Flase Criteria

     

    4. Set Immediate Actions to Create a Record

     

    5. Set the Contact fields to match User fields (also set the Account record type, it's a string that begins 001 followed by 15 characters

     

    6. To relate the User to the Contact, create a Lookup field for the User object in the Contact object and in Process Builder Set Contact.UserLookup Field = Field Reference [User.Id]
Loading
Write an answer...
0/9000