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Judi Sohn
Process Builder - Allow Action to create Opportunity Contact Role record
Process Automation
A common request is the ability to automatically create an Opportunity Contact Role record based on the contact that is selected in a custom lookup field. A nonprofit use case is the specific contact who is the primary Solicitor of a gift, who is not a user in the instance. The organization would want this as both a parent record (lookup) as well as a contact role for proper soft credit accounting.It would be ideal if a Process could be built to automatically create that record based on the ID in the contact lookup. It does not appear that the Opportunity Contact Role object is available to select in a Create Record action:
· Flag
Karen Otuteye - 1 year ago
Micah Perry - 1 year ago
Paige Hoff - 1 year ago
Debra Anderson - 1 year ago
Karen Spence - 1 year ago
Jess Mons - 1 year ago
frank troxell - 2 years ago
Andy Kallio - 2 years ago
I think this idea should be merged with this one: https://success.salesforce.com/ideaView?id=08730000000DpQGAA0
So, if you voted for this but haven't voted for that yet...please go vote.
Anais Ofranc - 2 years ago
Olena Tokar - 3 years ago
Reshma Ankaiah - 3 years ago
Patrick Groeneveld - 3 years ago
Daniel Howell - 3 years ago
Mark Farnell - 3 years ago
Mike Enwright - 3 years ago
Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.
Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.
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