Lesson: 55 | Ensure Primary Contact Exists for Accounts

User Story
Video

User Story

As a system administrator, I want to ensure that all accounts have a primary contact, So that our customer relationships are properly managed and followed up.

Acceptance Criteria:

When updating an account:

If the account does not have a primary contact:

Create a task assigned to the Account owner.

The task details should include:

Subject: "Primary Contact Missing"
Description: "The account is missing a primary contact. Please add one as soon as possible."
Priority: High
Due Date: 3 days from task creation.

Send notification emails to:

The Account owner
The Account owner's manager
The Account creator
The Account modifier

Email Details:

Subject: "Action Required: Primary Contact Missing for [Account Name]"
Body: The email should include:
- Account details
- The importance of adding a primary contact
- The deadline for addressing the issue.

You need to login to have access to the quizzes. This lesson has already been completed by you.

Mastered by 12 users.

Exercises

A. Administrator | Exercises (62 lessons)

B. Flow Builder | Exercises (79 lessons)

01 | Create a Contact

02 | Account Creation with Contact Addition

03 | Create a Case

04 | Create Account, Contact and Case

05 | Create New User

06 | Screen Flow | Create a New Case

07 | Create a New Account and Task

08 | Clone an Account

09 | Get the Total Number of Active Accounts

10 | Create an Account with multiple Contacts

11 | Update Rating when a Lead is created or updated

12 | Update Close Date to Monday If Saturday or Sunday Selected

13 | Create a Quiz Program

14 | Screen Flow | Email Template

15 | Screen Flow | Other Address as default value from Mailing Address

16 | Schedule Triggered Flow | Send Birthday Message

17 | Screen Flow Simple Addition with Flows

18 | Update the priority of new cases to high

19 | Set Time Base flow for Accounts

20 | Notify contacts of an account when the account is updated

21 | To create an account when a platform event is created

22 | Auto-Create Opportunities for Hot-Rated Accounts

23 | Automatic Task Creation for Missing Contact Information

24 | Account Case Priority Distribution Flow

25 | Email Notification for Deleted Closed Lost Opportunities

26 | Seamlessly Searching and Creating Accounts with Flow Builder

27 | Creating Automated Celebration Emails for National Holidays in Salesforce

28 | Purge COVID 19 Symptoms Survey

29 | User Verification Code for Salesforce Login

30 | Auto-Inactivation of Inactive User Accounts

31 | Update the case owner as the Account Owner

32 | Deactivate inactive Users

33 | Create a Contact Linked to Most Recent Account

34 | Notification Process for Web to Lead Creations

35 | Develop a Job Application Management App

36 | Mass Task Reassignment

37 | Send Follow-Up Email After Opportunity Creation

38 | Automating Case Escalation

39 | Automate Case Owner Update Based on Account Owner Changes

40 | Generate Credit Card Number with Flows using Apex Action

41 | Implement "Mass Delete" Flow for Account Management

42 | Managing Account Contacts with Max Contacts

43 | Automated Flow to Delete Inactive Accounts Older Than 30 Days

44 | Screen Flow to Display Account Details on Home Page

45 | Time-Off Request Flow

46 | Dependent Picklists

47 | Dynamic Record Lookup and Update

48 | File Upload with Notes

49 | Create a Form for License Allocation and User Creation

50 | Automate Opportunity Stage Email Notifications

51 | Automatically Assign Permission Sets to New Users

52 | Create SubFlow to Validate and Shorten String Length

53 | Delete Selected Contacts Button with Screen Flow

54 | Set Sequential Opportunity Close Dates Subflow

55 | Ensure Primary Contact Exists for Accounts

56 | Automate Deletion of Middle Accounts Based on Creation Order

57 | Create a Screen Flow for Filtering Accounts

58 | Create a Screen Flow to Display Accounts by Date Range

59 | Create a Screen Flow for Deleting API Logs

60 | Login Alert for Suspicious Activity

61 | Track Account Owner Changes

62 | Secure Account Cleanup Flow

63 | Auto-Extend Opportunity Close Date Based on Metadata

64 | Assigning and Tracking User Scores

65 | Notify Account Owners Based on Account Rating

66 | Restrict Case Creation for Accounts with Open Cases

67 | Assign Tasks from Inactive Users to Active Users

68 | Account Name Length Validation Flow

69 | Prevent Duplicate Contact Creation Based on Name and Birthdate

70 | Contact Cleanup Flow

71 | Automatically Renew Contracts Expiring Within a Month

72 | Contract Expiration Notification

73 | Auto-Populate Contract Billing Address

74 | Default Account Ownership Assignment

75 | Prevent Changing Account Owner When Ownership is Private

76 | Update Case Owner When Account Owner is Changed

77 | Filter and Display Accounts Based on Contact Presence

78 | Activate Account with Validations

79 | Phone Number Validation in Flow & Subflow

C. Apex Beginner | Exercises (78 lessons)

D. Apex Intermediate | Exercises (97 lessons)

E. Integration | Exercises (6 lessons)

F. Lightning Web Component (LWC) Exercises (34 lessons)

Lesson: 55 | Ensure Primary Contact Exists for Accounts

User Story

Exercises

Login to your account