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My salesforce is connected to MailChimp and I need a flag to exist on any Contact who is connected to an Account that contains an open Opportunity as we want MailChimp to know this about each Contact.

 

I am hoping it is possible to create a formula-driven custom field that can act as such a flag.

 

Any suggestions appreciated.
12 answers
  1. Sep 25, 2018, 5:59 AM
    For that:

     

    -Ceate a process on Account object.

     

    Run it when "record is created or edited"

     

    Add a criteria like this:

     

    [Account].RollupField__c     ISCHANGED    Boolean   True

     

    [Account].RollupField__c     Greater than     Number    0

     

    Now add an action to update related contacts as shown in image and set the flag to true.

     

    For that: -Ceate a process on Account object. Run it when

     

    Now create another node criteria, and add criteria like this:

     

    [Account].RollupField__c     ISCHANGED    Boolean   True

     

    [Account].RollupField__c     Less than          Number    1

     

    Now add an action to update the contact flag to False(similar to what we did in previous action).
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