8 Replies Latest reply on Mar 14, 2016 4:07 AM by Idan Zioni

    Update account field based on contact attribute

    Idan Zioni

      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