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Topics#Data ManagementDesiree Cesarini's Question
Desiree Cesarini (Posts Carbon Institute) asked in #Data Management
Mar 21, 2019, 4:29 PM

Is there a way to auto populate the account email field when creating new contact?

When a new contact is created and auto-adds a corresponding Account it currently does not auto-add the Contact email to the newly created account.  How can I get SF to auto-add the email to an Account?  https://www.screencast.com/t/5ohkOLirW

 

Thanks
7 answers
  1. Peter Lyons (Huron Consulting Group)
    Mar 21, 2019, 7:34 PM

    If you're using person accounts, it may not let you if the account is created as a result of creating the contact (since the account doesn't actually exist yet).  I uploaded a GIF showing the process here:  https://giphy.com/gifs/y7ZS6KGe7aEGIK1YFF

    Note, you want the Account ID without the >, not the one with it.

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