We are a school and our “Accounts” are actually families.
I have imported my new contacts into a skuid table on a custom object and the account id has been filled in for each row. Now I need to create a contact for each row under it’s matching account. I would like a row action to do this. Can anyone send me the code?
The custom object fields match fields on the Salesforce contact object.
Thanks!
Anna,
I think you can do this with the Action Framework. Would you post a picture of your table with some sample data. I want to make sure I follow you. Also do you want to create the contact without any intervention from the user or is a Pop Up confirmation right for your use case?
Thanks,
Bill
Bill is right. An action sequence on the row action should do this JUST FINE.
No Code. No Kidding…