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Customer experience | Sales, Customer Insights,...
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Mass update contact info

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Posted on by 504

Hi,

In Contacts, if field street address does not contain data, i would like to populate it with Account street address.

Please advise if there is a way to do this.

Thanks in advance.

Ddee

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  • Verified answer
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    on at

    Hi DDee,

    You can Go to settings > process to create an on-demand workflow to achieve it.

    You can check 'As an on-demand process' to run it manually, and add 'Update Record' action

    pastedimage1637218750529v4.png

    Click 'Set Properties' to populate address with value from account:

    pastedimage1637218378397v1.png

    Save and active it:

    pastedimage1637218586867v3.png

    Run workflow:

    pastedimage1637219086633v6.png

    Or you can select multiple contacts in the view to run the workflow.

    pastedimage1637219372002v7.png

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