I'm trying to figure out how to update a Contact field when a related Account field is updated. This is probably trivial for seasoned Salesforce admins...
Under Accounts I have a Lookup field called "Primary Contact" which allows you to pick any Contact.
Under Contacts I have Picklist field called "Contact Type" with the options "Primary Contact, Previous Primary Contact".
How can I update the picklist field value when a change happens on the Account record?
E.g if a new contact is selected, the Contact Type field for the current Contact should be updated to "Previous Primary Contact" and the newly selected contact should be updated to "Primary Contact".
In (terrible) pseudo code, I'm try to achieve the following:
On Account update If Primary Contact field is updated, then Set old contact to "Previous Primary Contact" Set new contact to "Primary Contact"
Sorry if the explanation isn't clear, I'm struggling to make sense of how to do it myself. I've tried doing this using Process Builder, but it doesn't seem to let me update a Contact's field when an Account is updated. Am I missing something? Or is this only possible using Apex code? If it's the latter, any pointers would be appreciated. Thank you!