Hello! Is there a way to update the "Event Date" field in the Person Life Event Object with what is entered in the "Birthdate" of the Account Object (PersonBirthdate). If so, how can this be done? I would like these two fields to be merged together so that my users don't need to enter the birthdate twice. Any help would be appreciated. Thank you!
1 answer
The best option, in my opinion, would be to create a Flow that would trigger whenever someone adds a Birthdate to a PersonAccount. The Flow would create a PersonLifeEvent record. You can update the following fields: Event Type (Picklist), Event Date etc.
https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_personlifeevent.htm
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