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Kelly SkeltonKelly Skelton 

Can we make the CONTACT record associated with an account auto-populate the "primary contact" field on an Account record?

We have a custom field for "primary contact" on our account object. We'd like that when people create a new account and we are also adding the first contact for that account, that we make the name of the CONTACT record associated fill into the "primary contact" field so that when we go to the ACCOUNT record, we can easily see who we began the relationship with originally. Thank you!
Best Answer chosen by Kelly Skelton
Anthony McDougaldAnthony McDougald
Good Evening Kelly,
Hope that your day is off to an amazing start.  This is absolutely possible with a Process Builder process. Below are the instructions on how to implement this and hope this helps. Have a blessed night.
Go to Setup > Setup
Type in the Quick Find Bar "Process"
Select Process Builder, Create a new Process
Set to when A record changes
Select Contact as the object and leave start process on default "Only when a record is created"
Give the criteria a name and set criteria for evaluating actions to "Formula Evaluates to True"
Find the name of your custom lookup field on the account and copy it in to the formula ISBLANK() (Example ISBLANK([Contact].Account.Primary_Contact__c)
Save and create an immediate action
Set to Update Records
For the Record, choose a related record and select Account ID (Not the Account ID >, as that's a lookup to the fields on the related Account record)
Set Criteria for updating records to "No criteria - just update the records"
For the field, choose the custom field you created (Primary contact), for type select field reference, and for value select the Contact ID
Save, activate, and test

Best Regards,
Anthony McDougald​​​​​​​

All Answers

Anthony McDougaldAnthony McDougald
Good Evening Kelly,
Hope that your day is off to an amazing start.  This is absolutely possible with a Process Builder process. Below are the instructions on how to implement this and hope this helps. Have a blessed night.
Go to Setup > Setup
Type in the Quick Find Bar "Process"
Select Process Builder, Create a new Process
Set to when A record changes
Select Contact as the object and leave start process on default "Only when a record is created"
Give the criteria a name and set criteria for evaluating actions to "Formula Evaluates to True"
Find the name of your custom lookup field on the account and copy it in to the formula ISBLANK() (Example ISBLANK([Contact].Account.Primary_Contact__c)
Save and create an immediate action
Set to Update Records
For the Record, choose a related record and select Account ID (Not the Account ID >, as that's a lookup to the fields on the related Account record)
Set Criteria for updating records to "No criteria - just update the records"
For the field, choose the custom field you created (Primary contact), for type select field reference, and for value select the Contact ID
Save, activate, and test

Best Regards,
Anthony McDougald​​​​​​​
This was selected as the best answer
Kelly SkeltonKelly Skelton
Anthony, that worked like a charm! Thank you SO much. Well Wishes!