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Using flows update Accounts with Contact details – Salesforce Flows

Subhani Pothakamuri    April 2, 2021 April 2, 2021    Comments Off on Using flows update Accounts with Contact details – Salesforce Flows

In this requirement,  we explain how to use flows to update accounts with contact details.

REQUIREMENT:

In Salesforce, 

  • Firstly, a user took an Account and added a contact record to that account. 
  • Secondly, the contact got created with a field called site location. 
  • When the users save the contact record then site location details should be updated to the account record. 
  • Also, if the user updates the contact’s site location then the account should hold the new site location value.
  • In addition, this should work when the account has multiple contacts as well.

Account object :

  • Field Name: Worksite location 
  • Field Type: Multi-select picklist 

Contact object :

  • Field Name: Worksite location 
  • Field Type: picklist

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Salesforce Flows    Salesforce flows, Update Account with Contact details

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