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Change Case 'Account Name' when related Contact is changed

Publiceringsdatum: Oct 13, 2022
Beskrivning

In Salesforce Lightning Experience, when a Case is related to a Contact, via the standard 'Contact Name' field, the 'Account Name' is automatically populated when it has no value. 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.
 

Note: The workaround provided below is only intended for use in the Lightning Experience. Users with read-only access to the 'Account' field will still find that the 'Account' field is automatically updated when the 'Case Contact' field is updated in the Classic UI.

 

Lösning


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 the Case record:

 

Create a process to update Account Name on Case

 

  1. Navigate to Setup | Type "Flow" in the quick find | New. (Please add needed elements and components)
  2. Create the process on Case object.
  3. Start the process: When a record is created & edited.
  4. Criteria for Executing Actions: Conditions are met.
  5. Set conditions:
[Case].ContactId(Field) IsNull (operator) Boolean (Type) False (Type)
[Case].ContactId(Field) Ischanged(operator) Boolean (Type) True (Type)
  1. Conditions: All the Conditions are met (AND)
  2. Select Immediate Actions.
  3. Action Type: Update Records.
  4. Record Type: Select the Case record that started your process.
  5. Criteria for updating records: No Criteria-Just update the records!
  6. Set new field values for the records you update:
Account ID (Field) Reference (Type) [Case].Contact.AccountId (Value)
  1. Activate the process.
Knowledge-artikelnummer

000387888

 
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Salesforce Help | Article