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Creating IE upon Contact associated to Account

edited Apr 15, 2014 10:34AM in CRM On Demand - Administration (MOSC) 3 commentsAnswered ✓

Hi All,

I have a situation where I need an Integration Event to be generated when an existing contact is associated to an account and also removed from the account. I built workflows as below:

WF1:

Record Type:                  Contact

Trigger Event:                 After association with parent

Parent Record Type:       Account

Condition:     --blank--

Action: (1). Generate an IE and (2). Send me an email.

WF2:

Record Type:                  Contact

Trigger Event:                 After dissociation from parent

Parent Record Type:       Account

Condition:     --blank--

Action: (1). Generate an IE and (2). Send me an email.

Now the issue is if I associate a new contact to the account via the NEW button on the Contacts RI, the actions are performed (IE is generated and I get the email). However if I add an existing contact via the ADD button, or remove an existing contact from the account via the Remove option, the actions are not performed. Oracle Support concluded this is expected behavior and pointed me to the documentation on the help file.

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