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When the contact is inserted or updated, i want to sync the details of its related account but if account is not there dont want to create a new one.

 

contact object has account field which has lookup relationship to account.

 

 
3 个回答
  1. 2020年8月17日 05:22
    Hi Payal, 

     

    Are you sure a trigger is the correct approach? If you want to show account details on the contact, you can use formula fields or a flow on the contact record page. Neither of these options will consume extra storage or processing resources. 

     

    If you really want to copy account data onto a contact, you also have to consider the account details changing after they've been synced, forcing you to sometimes make large updates if an account has many contacts.

     

    ​​​​​​Lastly, you don't need a trigger to copy this data. You can build a process on contact to copy the data when a contact is created, and a second process on account to update child contacts when the account changes. 
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