AnsweredAssumed Answered

Salesforce account field, contact field, and lead field behavior

Question asked by Darrell Alfonso Champion on Jun 22, 2017
Latest reply on Jun 23, 2017 by Gerard Donnelly

Hi Community,

 

Quick check here:

 

If I have a field called Marketing Group on the account object. The same field is on the Contact Object, as a formula field to read from the account field.

 

A flow step from Marketo will NOT be able to change the value of that field if the record is a contact, correct?

 

If the record is a lead, the flow step can change the value. However, what happens when the lead is converted to a contact? For the scenario where there is an existing account and for the other scenario when it is a new account?

 

Thanks!

Outcomes