Nov 17th, 2021
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
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