お気に入りRodney Green (Certica Solutions, Inc.) が「#Sales And Marketing」で質問2019年1月28日 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 件の回答並び替え日付で並び替え役に立った順で並び替え日付で並び替えJohn Knight (Recklessly Great, LLC)2019年1月29日 2:06Hi 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コメントを追加回答を記入...太字斜体下線取り消し線箇条書き番号付きリストリンクを追加コードブロック画像を挿入ファイルを添付リンク URLキャンセル保存0/9000返信
John Knight (Recklessly Great, LLC)2019年1月29日 2:06Hi 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