Looks like a lightning process cannot create an Opportunity Contact Role record based on a lookup (to Contact) field on Opportunity, so the simplest automation is to call a flow from a process. Is that correct or am I missing a way to do this with just a process?
If a flow is still required, the article I am planning to follow as a template is @Judi Sohn 's:
http://judisohn.com/2015/04/06/using-salesforce-process-builder-flow-with-opportunity-contact-roles/
Is this still the simplest way?
답변 5개
A Flow is still required. Here's the @Salesforce IdeaExchange (ARCHIVED) that I started (now under PM review!) that prompted me to write the blog post in the first place as it was/is the only workaround. https://success.salesforce.com/ideaView?id=08730000000DfjqAAC
