Aggiungi ai preferitiRodney Green (Certica Solutions, Inc.) ha fatto una domanda in #Sales And Marketing28 gen 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 rispostaOrdinaOrdina per dataOrdina in base alla maggiore utilitàOrdina per dataJohn Knight (Recklessly Great, LLC)29 gen 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=9063A000000Diy6QACAggiungi un commentoScrivi una risposta...GrassettoCorsivoSottolineaBarratoElenco puntatoElenco numeratoAggiungi linkBlocco codiceInserisci immagineAllega fileURL del linkAnnullaSalva0/9000Rispondi
John Knight (Recklessly Great, LLC)29 gen 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
