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Filter with relative reference to be able to update directly in one step

pgalley
Observer

Hi, I want to assign the account owner to all contacts that have a different owner than the directly linked account. I want to handle this with one Demand Tools job, not via contacts.

So far, my only option is to do this with a Match job followed by an Update job.

Or I can run one job through all contacts and be content with the fact that only different contact owners are changed in the end.
So is there no way to check the contacts for different owners between two objects (contacts and accounts) in advance and then update them directly?

Best regards
Peter

1 REPLY 1

Pugs_Validity
Validity Team Member
Validity Team Member

Hey @pgalley - There are a couple routes we can take here, Modify is going to be the most efficient. If we Modify the Contact object and do a field to field action of the Owner ID field from the related account to the contact Owner ID field, that'll do it. Modify will evaluate all Contact records and then propose making edits to only those records that the current Contact Owner ID doesn't match the Account ID. If I'm missing any part of your scenario, please let me know! Thanks.

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