Ajouter aux favorisRodney Green (Certica Solutions, Inc.) a posé une question dans #Sales And Marketing28 janv. 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 réponseTriTrier par dateTrier par ordre d’utilitéTrier par dateJohn Knight (Recklessly Great, LLC)29 janv. 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=9063A000000Diy6QACAjouter un commentaireRédiger une réponse...GrasItaliqueSoulignerBarréListe à pucesListe numérotéeAjouter un lienBloc de codeInsérer une imageJoindre des fichiersURL du lienAnnulerEnregistrer0/9000Répondre
John Knight (Recklessly Great, LLC)29 janv. 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
