Change Primary Person on a Company

(0) Share

Report

Posted on by saturation

177

We have a "Primary Contact" lookup (pointing to Contacts) on our Company records. There is also a "Primary Contact?" yes/no field on the Contact record so when a user is viewing a list of contacts, they can see who the primary contact is without having to navigate to the company form. The business requirement is that any company must always have a primary contact assigned. We are forcing the user to update the primary contact through the lookup on the company form. When that value changes, we must update the previous primary contact record's "Primary Contact?" yes/no field with "no" and then update the new primary contact "Primary Contact?" yes/no field with "Yes." What is the best way to do this? I seem to be able to set the new primary contact with "yes" without issue. However, setting the previous primary contact with "No" seems to be the problem--I'm not quite sure how to do this. Any help is appreciated.

*This post is locked for comments

All responses (2)

Answers (0)

Suggested answer

Arun Vinoth 11,615 Moderator on at

Like (0)

Report

RE: Change Primary Person on a Company

You need custom Plugin development, whenever a new Primary Contact lookup value is updated:

1. the plugin registered on Post update of Account will trigger

2. you just have to retrieve the previous Primary Contact by filtering the AccountId & Flag in Contact entity

3. then update it as "No"

4. updating the flag of New Primary contact as "Yes"
saturation 177 on at

Like (0)

Report

RE: Change Primary Person on a Company

Is anyone able to help?