Introduction

Some organizations want to track a single primary contact for each account. While this can be accomplished with account contact roles, it is much easier to include the primary contact in reports and views if it is a field on the Account object itself.

What We've Built

Evan at NPower Seattle wrote Apex code that:

• Sets the primary contact fields automatically when a contact is added to an account that has none
• Ensures that the primary contact fields always indicate a contact in the account
• Changes the primary contact to another if the primary contact leaves an account or if the the primary contact field is cleared
• Allows you to select a different primary contact -- but only if that person is in the account

Schema

In order to use the code, you need two custom fields on the Account object:

• Primary Contact - Lookup to Contact object
• Primary Contact Title - Text(50)

The following appexchange package can add these for you:

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Triggers

• SetAsPrimaryContact.tgr - after update/insert/delete of a contact
• checkPrimaryContact.tgr - after update of an account

Classes

• AccountMaintenance.cls - code that updates the account
• TestAccountPrimaryContact.cls - 100% test coverage, including 200 record batches