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salesforce-user-contacts

An employee contact record for every Salesforce user

There are a number of reasons why it might be helpful for every Salesforce user to have a related contact record that is updated whenever certain user fields are updated. A few of those reasons might be:

  • using cases for internal support (to benefit from case contact functionality)
  • mail merges, since Mass Email Users can't include recipient field values
  • making the built-in contact hierarchy org chart work for your company

Prerequisites:

  • 'Update Records with Inactive Owners' user permission enabled
  • custom picklist field called Status (Status__c) on the contact object, with values of 'Active' and 'Inactive'
  • custom metadata type of Employee Contact Setting (Employee_Contact_Setting__mdt), with custom field of ID (ID__c) and record called Company Account (Company_Account)

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An employee contact record for every Salesforce user

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