Insights

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

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

The team at EightCloud has consistently delivered projects on time and with great attention to detail. Our consultant is particularly adaptable to our changing needs and is always thorough and accountable on everything we ask him to engage on. Couldn't ask for a better partner as we scale out our SF.com implementation!"

- Michelle Wai, Arizent

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

Insights

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!