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It's been a couple of years since I've dug into Salesforce and I can't seem to find the answer here - apologies if this is a re-ask.

In our setup if I go through the Web interface, when a Contact is created either by clicking on 'Accounts >> (Select Account) >> New Contact' or by clicking 'Contacts >> New >> 'populate Account field'' the address is automatically filled into the Contact record.

However, when we create Contacts via the Salesforce1 app this functionality is not carried over.

Does anyone know how I can do this declaratively?

  • you could use process builder to detect on new Contact if mailingXXX = null to fetch from parent Account.Billingxxx field where xxx = Country, City, Street, etc. – cropredy Dec 8 '16 at 3:01
  • @cropredy, thanks for this tip - I tested this in Sandbox (it worked) and have now created it in the Production db but when I create a contact in the Salesforce1 app since building this it does not show up. The new contact shows up on the desktop site, but not in the app. Any ideas why this is? – Python_Learner_DK Dec 8 '16 at 19:05
  • this would be a new question; I'll post my comment as an Answer – cropredy Dec 8 '16 at 19:21
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One option would be to:

  1. Use process builder on new Contact
  2. If value of Contact field MailingXXX is null, then use immediate actions to set value from parent Account.BillingXXX

where XXX is Street, City, State, Country, and PostalCode

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