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On our Accounts we have the fields "Segment", "Revenue Potential" and "Actual Revenue".
We would like to get this info copied to all contacts, based on their parent account.
So on Contact the fields should be "Account Segment", "Account Potential" and "Account Revenue".
Is this done by mapping or workflows or?
If either of the values change on account it will need to reflect on contact as well!
Mapping will not work in this case as it will map values from parent record only on create event, so if the account is modified after the contact is created it wont be updated in the contacts.
Out of the box workflows does not support to update the child records. Following are the possible ways.
1. Use a custom workflow activity in your work flow registered in account entity
2. Use your instance is online use MS FLOW
3. Use a Plugin.
Hope his helps
Please mark as verified if this was helpful for you
You should go through with synchronous(real time) workflow on create of contact record as suggested by Nijo
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