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)