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kytpowell
Contributor ⭐️⭐️⭐️
Mar 24, 2020 5:49 PM UTC
Solved

Automating Relationship Contacts

Hello -

 

I constantly get feedback from end-users that adding contacts to relationship contact section manually is time consuming. Is there a way to automate the adding of contacts into the Relationship contact section of the R360?

 

pele
peleAnswer
Helper ⭐️⭐️⭐️
Apr 1, 2020 12:07 AM UTC

Hi @kytpowell – this can be automated. If you create a Relationship rule, in Setup Action,  you can select the action “Load to Relationship Related Objects” and select “Relationship Contact” as the object you want to load to. 

 

The potentially tricky part here is creating a dataset with the contacts that you want to load and which relationships you want to load them to. 

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2 replies

pele
peleAnswer
Helper ⭐️⭐️⭐️
Apr 1, 2020 12:07 AM UTC

Hi @kytpowell – this can be automated. If you create a Relationship rule, in Setup Action,  you can select the action “Load to Relationship Related Objects” and select “Relationship Contact” as the object you want to load to. 

 

The potentially tricky part here is creating a dataset with the contacts that you want to load and which relationships you want to load them to. 

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    sai_ram
    sai_ram
    Expert ⭐️⭐️
    Apr 16, 2020 10:49 AM UTC

    @kytpowell did you get a chance to view the workaround posted by @pele. You can also refer to this article for more information

    @pele thanks for your inputs.

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