Update account field based on contact attribute

[Anonymous]

I'd like an account field called "acquisition channel" to be changed according to the acquisition channel of the first contact in the account.

Example:

-A user clicks a PPC ad and creates an account

-Our app creates account&contact

-the data is synced to marketo

-A triggered Marketo campaign changes a Contact field called "Acquisition Channel" to "Paid". I'd like the same to be changed in the account level, but then if more contacts are added to the account I don't want this field to be changed anymore, in case they reached us thru other channels.

Couldn't find a way to achieve it using SF Workflows

[Grégoire_Miche2]

Hi Idan,

This can be done in an SFDC workflow. It is called a cross object field update. See Cross-Object Field Updates  (URL requires a salesforce connection)

-Greg

[Anonymous]

I tried setting up a workflow that affects Accounts but can't find Contact fields in the Rule Criteria.

[Grégoire_Miche2]

Hi Idan,

You need to set the workflow on the contact object, and from there you will be abel to update the account. The reverse is not possible. Cross Object WF can only go from child to parent.

-Greg

[Anonymous]

Hi thanks, I've just tried it, but it lets me update only Contact fields.

For some reason I can't upload a screenshot here.

I choose workflow>> in "select object" I choose Contact>>set criteria>>then it lets me update only Contact fields.

[Grégoire_Miche2]

Hi Idan,

Yes, you are right, there are some limitation (see the doc) on standard object to standard objects. You will have to use the process builder instead: Salesforce Developers

-Greg

[Anonymous]

still not possible from what I see. any idea?

[Grégoire_Miche2]

Hi Idan,

Yes it works. I tested it. Do not use quick actions, use field update.

-Greg

[Anonymous]

hi, there's no such option as field update

and if I choose update records, I can't update a specific field in Accounts: