I am a one man office and function as the sf.com user and administrator.  We are currently tagging all of our accounts by type (example of account type field value = client).  Additionally, we want all of the contact records under an account to be labeled as contact type = client.

 

We are currently having to manually enter in "client" under the contact type field for each contact we input.  Can anyone explain how to set up a rule so that a field in an account record is equal to the field in the contact record.  The goal is for the contact type field to auto generate the same value as under account.  In our example, sf.com would just automaticallly make the contact record type field prefill with "client" to match the account type field "client". 

 

Additionally, any reference to a qualified administrator in Dallas, Texas who could do some small coding projects like this would be appreciated. 

 

Steve

 

 

Please contact me if you have experience with Salesforce.com and you are in the DFW area.  I am a partner that is underutilzing our SFA capabilities and need help with data integrity, email marketing, web/landing page integration and data entry. 

 

I want to thank all the salesforce.com technology consulting companies and systems integrators for their calls.  This is not a project/data integration opportunity of any scale.  This job is not for you ... unless you can provide us with a referral to ther right person. 

 

This position is a cross between an admin/data entry and a technology support person.  We are seeking to pay an independent contractor approximately $14.00/hour for approximately 10-20 hours a month ongoing.  This marketing analyst position is ideal for a sales and marketing type who knows salesforce.com, vertical response, and excel import/export and report writing.  You get added points for understanding the insurance/employee benefits industry and bonus credit for successfully setting appointments. 

 

Thanks,

Steve

 

(214) 499-1308 mobile

I am a one man office and function as the sf.com user and administrator.  We are currently tagging all of our accounts by type (example of account type field value = client).  Additionally, we want all of the contact records under an account to be labeled as contact type = client.

 

We are currently having to manually enter in "client" under the contact type field for each contact we input.  Can anyone explain how to set up a rule so that a field in an account record is equal to the field in the contact record.  The goal is for the contact type field to auto generate the same value as under account.  In our example, sf.com would just automaticallly make the contact record type field prefill with "client" to match the account type field "client". 

 

Additionally, any reference to a qualified administrator in Dallas, Texas who could do some small coding projects like this would be appreciated. 

 

Steve