Insights

How can I Flag a Related Record as the Primary Record?

Posted on Mar 11, 2018 Tools & Tips

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

Categories

I have worked on many projects with EightCloud and every time it is well organized, executed to meet my needs, and is completed professionally. EightCloud is a great partner to work with!"

- Kent Bigham, Harmar

Let us craft a custom solution that will meet your current and future Salesforce needs and make your life easier.

Insights

877.4.Sforcesales@eightcloud.com  

© 2020 EightCloud. All rights reserved.Terms of Use·Contact Us

Rotate Your Device

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!

Show me the new site!