I searched and could not find an answer to this question and my struggles have lead me to believe we can't.
So here is the situation:
We use a marketing software that only works with Leads and Contacts. When a lead is converted however, there is a contact, but no lead anymore. Our sales team works off of the opportunity. So when an opportunity stage = Archived, we'd like it to update the contact(s) underneath with a field change so that a report can be taken of all contacts that are archived. That way our marketing software can use that as a contact list.
Unfortunately, the marketing software does not work with opportunities.
Any help is appreciated. Thank you.
3 answers
Ryan,
You need to create an Apex trigger on Opportunity using the object OpportunityContactRole.
http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_objects_opportunitycontactrole.htm
