Dec 9th, 2020
Process Builder can easily be used to accomplish this: By allowing us to update all records related to a parent record, we can ensure that at any given point in time only one record is marked as primary. Sometimes it is necessary to have a primary record out of a group of related records.
Read more about Related Record as the Primary Record
EightCloud has been an amazing partner to work with. They are really great about helping you maximize the functionality you are paying for before considering adding new features or other solutions. They are also great about helping us position and communicate the value of Salesforce and Pardot to leadership and have worked closely with us through multiple organizational shifts. Without EightCloud, I probably would have pulled all my hair out - they have helped up prioritize and execute our needs across our entire business."
- Ryan Redd, Envestnet MoneyGuide
Partners and friends, we are proud to share the new EightCloud brand and website with you. Our transformation reflects our commitment to helping you achieve Salesforce excellence through a focus on efficiency, expertise and genuine partnership.
We wish you the best and look forward to connecting with you soon!