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We have a custom field named "Region__c" in the account object. The same field is also present in the Contact object.

When we select an account form the contact edit view we want to populate the contact's Region__c field with the one present in the selected account record.
Simply we want to replicate what salesforce does with the address field: the contact MailingAddress field is automatically populated with the value of account's BillingAddress field when you select the account with the lookup search page.

3 Answers 3

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It can be done easily using workflow rule on Contact Object.

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  • Can you expand this with a little more detail @sunny?
    – Matt Lacey
    Sep 26, 2014 at 2:15
  • @sunny: thanks for response, but this won't resolve my problem! A workflow rule will execute when the record is saved. Only after the user has clicked the save button, the Contact.region__c field will be populated with the respective value from the related account object. My need is to auto populate the Contact.region__c field in the edit view when the user select the related account object. Example: if the account.region__c field contains 'France' then in the contact edit view region field will apper 'France'. The user is able to change this value or save the contact without change it.
    – lastYorsh
    Sep 30, 2014 at 10:09
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If this field should always contain the value of the account field, you can simply use a formula field.

account.region__c
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I've searched a lot, but the only solution I've found is to create a custom vf page and an apex class. Quite hard for such a simple thing.
This is a good point to start with.
How to Populating Similar fields

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  • Did you consider the other answers given ? If you had to use VF and Apex, the question probably didn't fully cover the complexity of your scenario.. Sep 30, 2014 at 13:11

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