In Contact Object I have Primary_Contact__c checkbox field. If this field is checked then on the Account object primary contact name should display in a Primary_Contact_Name__c field on Account.

Way better If there is a way to do by Formula field


  • Not possible using just a formula field, but you could create a custom text field on Account and have it populated using a Process on Contact. Oct 28, 2015 at 11:50
  • could you explain more Oct 28, 2015 at 11:55

1 Answer 1

  1. Create a text field on Account: Primary_Contact_Name__c
  2. Create a process using Process Builder, have it start when a Contact has been created or updated
  3. Add criteria: Primary_Contact__c = true
  4. Add an immediate action: update your Primary_Contact_Name__c field on Account with the Name of your Contact

Setting a Contact as primary contact will now update your Account accordingly.

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