Ask Search:
Susan RagatzSusan Ragatz 

I have a Board Member checkbox on the contact record, and would like the Board Member on Staff checkbox on the account to be checked if the contact checkbox is TRUE.

Best to use Process Builder for this?  If so, how?  I know it's simple, but at this point I am frustrated and not able to see the path clearly.  Thanks in advance.
Best Answer chosen by Susan Ragatz
Ahilesh RagavanAhilesh Ragavan
Yes,you can use a process to do this.
  • Create a Process on the Contat object. (choose "when a record is created or edited" in the object node)
  • Add your criteria in the blue diamond (Contact Checkbox Equals True)
  • Add an immediate action to update the Account record like this:
User-added image


If you have any issues, add a screenshot .Will help in troubleshooting.

All Answers

Ahilesh RagavanAhilesh Ragavan
Yes,you can use a process to do this.
  • Create a Process on the Contat object. (choose "when a record is created or edited" in the object node)
  • Add your criteria in the blue diamond (Contact Checkbox Equals True)
  • Add an immediate action to update the Account record like this:
User-added image


If you have any issues, add a screenshot .Will help in troubleshooting.
This was selected as the best answer
Susan RagatzSusan Ragatz
Thank you so much!  Worked perfectly.