How to change Case account name when related contact is changed?
|Knowledge Article Number||000232482|
|Description||When a case is related to a contact (via the standard 'Contact Name' field ) the account name is automatically populated. However, when a User has Edit access to the Case: Account Name field, any subsequent changes to the related contact will not automatically change the related account. The related account would need to be manually changed instead.|
|Resolution||Alternatively, you could set up the Process on the Case object as described below to automatically populate account associated with the contact under Account name field on case record:
To Create Process: Go | Setup | Create | Workflow & Approvals | Process Builder | New
1.Create the Process on Case object .
2.Start the process: When a record is created & edited.
3.Criteria for Executing Actions: Conditions are met.
[Case].ContactId(Field) IsNull (operator) Boolean (Type) False (Type) [Case].ContactId(Field) Ischanged(operator) Boolean (Type) True (Type)5.Conditions: All the Conditions are met (AND)
6.Select Immediate Actions.
7.Action Type: Update Records
8.Record Type: Select the Case record that started your process
9.Criteria for updating records: No Criteria-Just update the records!.
10.Set new field values for the records you update:
Account ID (Field) Reference (Type) [Case].Contact.AccountId (Value)11.Save the Process.