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Thursday
Oct252012

Map Account Fields to Contact Fields

Here is how to map Salesforce Account fields to Contact fields:

You probably hvae information in your Account object (like Annual Revneues, Number of Employees...) that you may want to make visible for sales people and perhaps other department in your organization too. Also, you may want these fields to be mapped and synced at the individual contact level. Here is how to map Salesforce Account fields to Contact fields:

 

  1. Go to Steup> App Setup> Customize> Contacts> Fields, then create a new custom field.
  2. In Wizard Step1, create a new custom contact field with Data Type: Formula.
  3. In Wizard Step2, enter the field lable, then select the data format.
  4. In Wizard Step3, click "Advanced Formula" tab, then click "Insert Field".
  5. Choose Contact> Account and pick the Account field you want to map your Contact field to
  6. Click "Insert" button
  7. set the Blank Field Handling to "Treat blank fields as blanks"

 

Finally, don't forget to choose the page layout you want teh custom field to bee added to, then click "Save". 

 

That's it!

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