AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

CRM Apps Lab™ Touch Contacts - updates related contact records on account update

Update (or touch) a contact record whenever the Account is edited

Overview

Touch Contacts makes it easier for email marketing integrations to work properly when Contacts should be refreshed when Accounts are edited. Whenever an Account record is edited, updates (but no changes) are made to associated Contact records too.

1 of 1

  • Every account update triggers their related contacts to also be touched (updated)

  • All triggers and processes related to the contact fire when the contact is touched (updated)

  • Person Accounts are excluded from the touch operation as the last modified date of the contact record element of the Person Account is updated whenever the person account is updated.

Touch Contacts makes it easier for email marketing integrations to work properly when Contacts should be refreshed when Accounts are edited. Whenever an Account record is edited, updates (but no changes) are made to associated Contact records too. CRM Apps Lab and CRM SuperStars are brands owned by CRM SuperStars Limited, used under license by Successtrics UK Limited.

Categories

Business Needs
Productivity
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

More from CRM.Team™

  • CRM Apps Lab™ Recurring Cases: automatically create new cases from existing ones
    by CRM.Team™
    No Ratings
    Recurring Cases automatically creates new cases any number of days after a case is opened, closed or on any other date you choose. Cases recur until you decide to stop by removing the recurrence.
    Customer ServiceAgent Productivity

  • CRM.Team™
    by CRM.Team™
    Successful businesses with growth & tangible value operate with efficient & professional systems.####Everyone at CRM.Team is trained on helping you maximize the value you get from Salesforce by systemizing so you can grow faster & become more efficient.

  • TeeZee™ TimeZones Live Local Time & Week Numbers for Leads, Accounts & Contacts
    by CRM.Team™
    * Quickly see the live local time and time zone id of any lead, account or contact * Beautiful Lightning Components show your & their time side-by-side * ISO8601-compliant week numbering * Formula fields allow you to use the time in list views and reports
    Productivity

  • CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up
    by CRM.Team™
    Product code roll-up makes product codes from opportunity line items available in a text field on Opportunity so you can use them in filters and search. Document merge applications can also use this data to pull in documents relating to line items.
    Productivity

  • CRM Apps Lab™ Lead Field Mapper: Convert to Account & Contact standard fields
    by CRM.Team™
    No Ratings
    It can be frustrating that there are no direct mappings from Lead fields to Account/Contact Standard fields on Lead Conversion. This simple app maps Lead Source to Account Source and Lead Birthdate and Department to Contact standard fields.
    Data Cleansing

  • CRM Apps Lab™ Activity Comments Enabler: View task & event comments in lists
    by CRM.Team™
    It's frustrating when your users see only a subject line and no detail about an activity without clicking through. Activity Comments Enabler gives you a summary of comments in activity history related lists (showing tasks & events) with no clicks at all.
    Collaboration

  • CRM Apps Lab™ Record Refresher: Edit/update all records on any object in 1 click
    by CRM.Team™
    Select an object, review the number of records to refresh, then quickly update (edit/save) them all! Ideal for back-filling data when using workflows or processes. Perfect to trigger mass syncs to external integrations. The simplest way to bulk update.
    Admin & Developer Tools

  • CRM Apps Lab™ Line Item CSV Export for Opportunities
    by CRM.Team™
    No Ratings
    A simple and configurable way to export all line items on an Opportunity into a CSV file that's automatically attached to the Opportunity record.
    Admin & Developer Tools

  • CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up
    by CRM.Team™
    No Ratings
    Product code roll-up for quotes makes product codes from quote line items available in a text field on Quotes so you can use them in filters. Document merge applications can also use this data to pull in documents relating to line items.
    Project Management

  • Skuser™ Identify and Improve Salesforce User Adoption and License Utilization
    by CRM.Team™
    Analysis, automations and alerts to help Admins streamline their management of Salesforce Users, gaining valuable insights on how to improve adoption and utilization of their licenses.
    ProductivityIT & Administration