Flows + Validation Rules: Only one Primary Contact per account
Case: One primary contact per account
1-Create two checkboxes, one will run in the back, in this case Primary Validation
2-Validation Rule where Primary Validation = true
3- Record Trigger Flow: Flow will run before saving and only when it meets condition reqs.
When a contact record is created/updated- contact records that match that account + primary account is checked and will get pulled. If primary contact is checked then the validation rule will trigger.
Why the extra Primary Validation checkbox used in the validation? If VR is primary contact = true, then just checking it will not let you save it, and no primary contact will ever be assigned. The use of the "hidden" Primary Validation field in the VR allows us to bypass that in the flow and use the VR error message when a primary contact for an account already exists. . . I think lol