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tstrong Reassigning Contacts to Accounts in a Hierarchy
My company has Accounts that are related to each other in some complex hierarchies. For example, we could have GE as a parent company and 50 child companies under them, with multiple children under each of those child companies.
We want to give the business users the ability to transfer a contact to any of the companies within the hierarchy, but not any accounts outside of the hierarchy. Is that possible?
I set up a simple validation rule on a custom field that I created on the Contact called Parent Account that references the Parent Account on the Contact's Account. It checks to see if the Parent Account changes and triggers the validation rule if it does, but this won't allow for transferring the Contact to an Account somewhere else in the hierarchy.
Any ideas?