FavoritRodney Green (Certica Solutions, Inc.) fragte in #Sales And Marketing28. Jan. 2019, 22:49How to Set a checkbox field value on the Opportunity Record to True if a specific Contact is added as a Contact role to such OpportunityI want to set a custom checkbox field "Key Opportunity" = TRUE on the Opportunity Record IF a Contact Record with a custom field "Key Contact" =TRUE is added as a Contact Role to such Opportunity.1 AntwortSortierenNach Datum sortierenNach "Am hilfreichsten" sortierenNach Datum sortierenJohn Knight (Recklessly Great, LLC)29. Jan. 2019, 02:06Hi Rodney, looks like you may need a little vf because process builder cannot run off of opportunity roles: https://success.salesforce.com/answers?id=9063A000000Diy6QACKommentar hinzufügenAntwort schreiben...FettKursivUnterstreichenDurchstreichenListe mit GliederungspunktenNummerierte ListeLink hinzufügenCodeblockBild einfügenDateien anhängenLink-URLAbbrechenSpeichern0/9000Antworten
John Knight (Recklessly Great, LLC)29. Jan. 2019, 02:06Hi Rodney, looks like you may need a little vf because process builder cannot run off of opportunity roles: https://success.salesforce.com/answers?id=9063A000000Diy6QAC