Best Practice for Synchronizing 'Industry' Field Between Account and Contact Entities

(2) Share

Report

Posted on by SR-02080227-0

117

Hello Everyone,

I am looking for the best practice to ensure that the 'Industry' field in the Contact entity is automatically created and synchronized to always reflect the same value as the 'Industry' field in the Account entity, which is of the type Choice (Non Sync with global choice). Our goal is to maintain data consistency across our CRM, and we want to implement a solution that will automatically update the Contact's 'Industry' field whenever the Account's 'Industry' is modified.

Could anyone share their insights or experiences on the most efficient method to achieve this? Whether it's through workflows, plugins, Power Automate, or any other approach, I would greatly appreciate your recommendations on ensuring this field remains consistent across both entities.

Thank you for your time and assistance!

I have the same question (0)

All responses (4)

Answers (1)

SR-02080227-0 117 on at

Like (0)

Report

Is Power Automate the best way to do it?

Was this reply helpful? Yes No
Suggested answer

SaiRT14 131 on at

Like (0)

Report
Here are the options:

Set up a Power Automate flow that updates the Contact's Industry when the Account's Industry changes.

Create a workflow that automatically updates the Contact's Industry whenever the Account's Industry is updated.

Build a plugin that ensures the Contact's Industry field matches the Account's Industry when it changes.

Use PowerApps with some simple code to keep the Industry fields in sync when the Account is updated.

Low code option is Power Automate!

Was this reply helpful? Yes No
Suggested answer

CU27081348-3 4 on at

Like (0)

Report

What reason would you have to store that data in 2 places and maintain it, especially considering that the Contacts have a 1:1 relationship with their parent account? Off the top of my head I cannot think of a user process or automation that could not present or reference the Account's industry when viewing the Contact. What process are you enabling by doing this?
Views - add the related field

Contact form - add a quick view form

Marketing Lists - pull related table and reference the industry.

Automations - same as marketing lists, pull the related table.

Best practices for data management say you would not duplicate, or establish a workflow that maintains the data, especially considering the single system and record relationships.

Also, if you're dead set on doing this Power Automate would be the way to go. Trigger off Account, set it to listen to that column only, and when it changes Get List and retrieve all related Contacts, then update each's Industry field. It will auto apply the "Apply to Each" function. To prevent unwanted updates/discrepancies in data I would also lock the field on the Contact Form.

Was this reply helpful? Yes No
Verified answer

SR-02080227-0 117 on at

Like (0)

Report

Our Marketing Team needs to filter contacts by account industry in Segment of Customer Insights to send emails to the customers. Unfortunately, we cannot filter from related tables in Segments as it only allows filtering by their own table.

To address this, I have created a new field "Account Industry" in the contact table and deployed two Power Automate flows. The first flow triggers when the industry's account is modified to update the associated contact. The second flow triggers when an account of a contact is created or modified to update the field.

Was this reply helpful? Yes No

Join the conversation

Community site session details

Best Practice for Synchronizing 'Industry' Field Between Account and Contact Entities

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates

Community site session details

Best Practice for Synchronizing 'Industry' Field Between Account and Contact Entities

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates