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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.