Salesforce Flow and Process Automation constitute a suite of tools that make an admin’s life (and those of the users s/he serves) easier and easier. This is because the tools steadily become and more and more powerful. And more approachable to non coders. Win. Win. Win.
There’s a funny asymmetry at play in Salesforce NPSP. If you use the UI to enter a lone, “naked” contact, the fancy business logic envelopes that lonely figure in a Household account, as the primary contact on the household.
Nifty. Gee-whiz bang.
So why is it that when you create an organization and a first staff member on that organization, it doesn’t do something similar? Manually setting the primary contact gets irritating if you’re doing too much of it..
But with the aid of Process Builder launching a flow, this too can be configured in all its automated elegance — with the added benefit of affiliated the contact with their account’s API validated mailing address.