Genre: Instruction

How to Map Salesforce.com Account fields to Contact fields You probably have data fields in your Salesforce.com Account records (like Annual Revenues, Number of Employees, Industry Vertical, etc.) that you'd like to be able to have in Contact records too. Perhaps you want that information more visible to sales reps, and perhaps you need to be able to be map and sync fields at the individual Contact level with other connected tools like a marketing automation system or email deployment tool. You would think this task would be easy and obvious to accomplish in Salesforce.com. That's only half true, which is probably why you've ended up reading this post. The good news is that it IS easy. Sadly, it's not so obvious. Haven't had a need for that. What sort of data are you trying to push up to the Account record? I suspect it's not as straightforward given the many-to-one relationships of multiple Contacts to an Account. Great post!  Is there a way to only show this data on a "Primary Contact" contact record.  We wanted to differentiate between the main contact and a billing contact (i.e. a student's mother whose credit card is on file to pay tuition).  We only wanted to show the Account field on that student's contact record and not on the mother's contact record.  Both of which are associated to one Account. In addition, can you do this formula off a checkbox or only text and numeric fields?