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

We engaged EightCloud to assist us with the development and implementation of a custom application. EightCloud provided outstanding service and expertise throughout the life of the project. I’ve been managing projects in the public sector for nearly 15 years and can’t remember an engagement that went smoother than this one. Their expertise and responsiveness was as good as I’ve experienced in the industry. I would not hesitate to partner with EightCloud again."

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