Managing business-to-business relationships means keeping company information accurate. If a field contains an error or simply needs to be cleared, doing that manually across connected records takes time. Here's how to use automation to handle it automatically.
Adding Your Action
Start by navigating to the Workflows tab inside the Automation section and creating or editing a Company-based workflow.
Click the plus sign icon to add an action and select the "Clear Fields of Company Or Associated Contact" action from the Company menu.
Select whether the edited object should be the Company or Contact profile.
Adding Fields
Click "+ Add field" to include the fields you want to clear.
When selecting Company, you'll be able to pick from the standard fields.
When selecting Contact, you'll be able to pick from custom values along with standard fields.
Once you've added all the fields you want to clear, click Save Action to close the editor.
You can add any additional actions you need to your workflow, but at this point you're done. Fields will reset to blank automatically, making it simpler to keep records clean and give other businesses a better experience when working with you.