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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