Apex Code Development You need to sign in to do that
Don't have an account?
BlairB Would like to update child record name based on change in Contact name
Hello,
I am hoping for some help with a way to update the names of several child records if the name of a Contact is changed.
Here's a recent example of why I think this would be helpful:
We are a social services agency who works with clients. Each client has a contact record and each contact record has several child records, such as Medical Information, Case Management, Education, etc.
Because these child records are parent records as well, they are named with the name of the contact for easier searching/organization.
Occasionally, we may find out we were given inaccurate information about someone or misspelled someone's name, thus necessitating updating the contact's first name field, last name field, or both.
This also necessitates us editing all child records that are named according to that client's name.
I know I cannot update via workflow a child record based on a change in the parent.
However, I have heard triggers can accomplish this-would anyone be willing to help a nonprofit out and help me with this?
Thank you!
I am hoping for some help with a way to update the names of several child records if the name of a Contact is changed.
Here's a recent example of why I think this would be helpful:
We are a social services agency who works with clients. Each client has a contact record and each contact record has several child records, such as Medical Information, Case Management, Education, etc.
Because these child records are parent records as well, they are named with the name of the contact for easier searching/organization.
Occasionally, we may find out we were given inaccurate information about someone or misspelled someone's name, thus necessitating updating the contact's first name field, last name field, or both.
This also necessitates us editing all child records that are named according to that client's name.
I know I cannot update via workflow a child record based on a change in the parent.
However, I have heard triggers can accomplish this-would anyone be willing to help a nonprofit out and help me with this?
Thank you!
https://developer.salesforce.com/forums/ForumsMain?id=906F000000092LaIAI