We use Opportunity Partner Roles with opportunities, I would like to create a formula/workflow/process that will update a field on the opportunity to the account name of a specific partner role “End User”. (Opportunity has account “ABC” partnered as end-user – I would like this account name in a field on the opportunity)
I can’t find a way to do any sort of formula/workflow/process with Partner Roles.
Any help would be much appreciated.
Thank you!!!
20 answers
The Process would have to run on the Opp, then query the Partner Roles for that Opp and select the correct one to use for updating Opp fields.
