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Scenario Overview

In this scenario our business requirement is that when an Accounts address is updated we need to update all the addresses of the related grandchildren Contact with the same data.

We will not sync the children Accounts for simplicity sake. 

North52 BPA Solution

The North52 BPA solution works like this:

  • We create a formula on the Account entity that triggers whenever the address1 fields change
  • The formula retrieves all the children Accounts associated with this parent Account via the parentaccountid field on the Account entity
  • The formula then retrieves all the children Accounts children Contacts (so the grandchildren of the original Account) associated via the parentcustomerid field on the Contact entity
  • It will then loop over all the Contacts and update the address information with that of the grandparent Account

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