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mbruso2 Update Field if Person Account In Use
1) We have implemented Person Accounts.
2) We have a custom object that has a Master Detail Relationship with the Account object.
3) We are attempting to implement Act-On utilizing information from the custom object. However, Act-On requires the use of Contact Id. Today, I have added a Contact Lookup field to the custom object with intention to use it in a custom report type.
4) I am trying to figure out a way, without APEX if possible, to populate the Contact ID in the custom object with the corresponding Contact that is associated the Account (Person Account). I tried a Workflow Field Update, but it appears it is not possible to update a Lookup field using this method.
5) Is there a way to update the Contact with the Contact ID of the Master Object Person Account on the custom object when a new record is created? Or do I have to find a APEX programmer?
Can you use Formula Fields to do this?
Here is the success article link where this was delivered to use PA fields in Formulas.
https://success.salesforce.com/ideaview?id=08730000000BqxaAAC