FavoriteRodney Green (Certica Solutions, Inc.) asked in #Sales And MarketingJan 28, 2019, 10:49 PMHow 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 answerSortSort by DateSort by Most HelpfulSort by DateJohn Knight (Recklessly Great, LLC)Jan 29, 2019, 2:06 AMHi Rodney, looks like you may need a little vf because process builder cannot run off of opportunity roles: https://success.salesforce.com/answers?id=9063A000000Diy6QACAdd a commentWrite an answer...BoldItalicUnderlineStrikethroughBulleted ListNumbered ListAdd linkCode blockInsert imageAttach filesLink URLCancelSave0/9000Reply
John Knight (Recklessly Great, LLC)Jan 29, 2019, 2:06 AMHi 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