Trying to use a formula to have a spouses name and date of birth/age inserted on the other spouses contact.

Question

I am trying to use a formula to have a spouses name and date of birth/age on the other spouses contact. both are in the household acct. The contact is created, I just cant find the contacts related to the accounts when attempting to create these fields. Any input would be super appreciated.

Naval Sharma · Answer

Hi David,

As we don't have direct relationship between contact records then it's not achieable using formula. You will need a trigger/flow to accomplish this. Trigger/flow will update a custom field with the required result.

Thanks,

Naval

Trying to use a formula to have a spouses name and date of birth/age inserted on the other spouses contact.

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