Create
a Workflow Rule:
Setup
> Create > Workflows & Approvals > Workflow Rules > New Rule
Select
Object: Contact
Evaluation
Criteria
Evaluate the role when a record
is: Created and every time its edited.
Rule
Criteria: Formula evaluates to true
Formula:
NOT(CONTAINS(
FirstName , Account.Name ))
Save
& Next
Add
Workflow Action > New Field Update
Field
to Update: First Name
Use
a formula to set new value
Account.Name
& ": " & FirstName
Save
Done
Activate
Contact
Object > New Record (Save)
Account
Name in Contact Name
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