Change Case 'Account Name' when related Contact is changed

To automatically update the Account Name on a Case when the related Contact changes, create a Salesforce Flow on the Case object as described below. This Flow triggers whenever a Case is created or edited and the Contact ID has changed, then updates the Account Name field to match the Contact's associated Account.

Create a Flow to Update Account Name on Case

1. Navigate to Setup. Type "Flow" in the Quick Find box. Click New.
2. Create the Flow on the Case object.
3. Set the Flow to start: When a record is created and edited.
4. Set Criteria for Executing Actions: Conditions are met.

Flow Criteria Settings

       Set the following two conditions (both must be true — AND logic):

• Condition 1: Field = Case Contact ID | Operator = Is Null | Type = Boolean | Value = False
• Condition 2: Field = Case Contact ID | Operator = Is Changed | Type = Boolean | Value = True

       5.Set 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.

Field Update Settings

      Set the field to update on the Case record:

• Field = Account ID | Type = Reference | Value = [Case].Contact.AccountId.

      This tells the Flow to look up the Account associated with the newly selected Contact and set it as the Case            Account.

      10. Activate the Flow.