Salesforce Data from Contact and Account

We'd like to use contact information to verify identity and use those credentials to pull in information related to the contact and the parent account (parent ssn pulls in household information).

Asked by Josh Standeven on 03/16/2019 14:39
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  • The short answer is :Yes. There are 2 ways to achieve it 1- do child get 2-do map ref field see below: https://www.youtube.com/watch?v=2SDUcOo6owc&feature=youtu.be The short answer is
    Saurum Sergey Answered 03/19/2019 13:00
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