Can i ensure all Contacts under an Account automatically get assigned to the Account's Assigned To/User?

I've addressed this with a simple process using a business rule.  Basically, the process looks at the Contact Record when it's saved (new records and all modifications to avoid creative reassignments :-) ).  The business rule assigns the Contact to the proper sales rep based on the assignment for the Account.

I suppose you could also just code it with a "change field", but I use the same business rule in multiple processes and when there's a change I only have to change it in one place.

Hi Bud,

Thanks for the response - I have been trying to figure out how to do this and read online documentation but am struggling to understand how we get this to going!

When designing the Business Rule, is column 1 the Accounts 'Assigned To' field and then column 2 the Contacts 'Assigned to field' ?

I have tried working it out multiple times but am scratching my head now hahah

Thank you

Hi Bud,

Thanks for the response - I have been trying to figure out how to do this and read online documentation but am struggling to understand how we get this to going!

When designing the Business Rule, is column 1 the Accounts 'Assigned To' field and then column 2 the Contacts 'Assigned to field' ?

I have tried working it out multiple times but am scratching my head now hahah

Thank you

Hi Peter Pavisic,

If I understand Bud's description correctly, the columns in his Business Rule looks something like this example:

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Where the Conditions column is:

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And the second Conclusion column is:

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I hope this helps!

Hi Peter,

I have a field in the Account Record that identifies the Sales Territory - the condition in my business rule is "If the Sales Territory Code = 123", it returns the Assigned User...