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A new knowledge base article has been published on our support portal.

Scenario Overview

In this scenario our business requirement is that when an accounts address is updated you need to update all the related contact addresses with the same data.

The scenario involves the synchronization of fields between entities where a one to many (1:N) relationship exists.

Training Video

Formula Screenshot

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • We create a formula that triggers whenever any of the address 1 fields change on an Account entity.
  • The formula finds all the Contacts associated to the Account 
  • It will then loop over all the Contacts and update their address information with that of Account entity

                       

View this article in full on our support portal