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Is it possible to create a row-action button to push contact field to custom object field

  • June 27, 2024
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We have a phone field on the contact level, and would like to push it to our custom object “family” level by clicking a button or checking a box. Workflow rules don’t help us here because cross-object workflow rules don’t work for custom objects. There is a one-to-many relationship with families and contacts, so there will always only be one related family to a contact. This is critical functionality for our org, so please let us know of any possible solutions.

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