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 have been using EightCloud for over a year. They are an amazing partner, always there to help at any moment no matter how large or small the problem. They take the time to back track and explain the entire concept so that we are better prepared moving forward to handle similar issues on our own. They empower and encourage. We have been more than satisfied with our partner."

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Insights

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