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Scenario Overview

In this scenario we are updating our Contacts address information. We have a custom entity called Address Change that will be filled with this information via incoming sources (e.g. a portal form ). We will use this information to update our contact address or create a new contact if needed. 

For this example you will need to create the custom entity Address Change along with the custom fields: new_firstname,  new_lastname, new_address1street1,  new_address1street2 ,  new_address1street2 ,  new_address1zippostalcode ,  new_address1city ,  new_address1countryregion , new_address1stateprovince 

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • A formula of type ‘Save – Perform Action’ is created so that it is triggered when an Address Change record is created.
  • The formula executes an ‘UpdateCreateRecord’ function which checks the first name and the last name fields in the Address Change entity against the Contact fullname. 
  • If there is a match, update the Contact address fields with their corresponding Address Change fields. 
  • If there isn’t a match, a Contact will be created with the Address Change fields. 

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