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Topics#FlowWayne Gladman's Question
Wayne Gladman (Ebsta) asked in #Flow
Apr 4, 2023, 11:48 AM

Question about automating event creation onto opportunities

Hi there,

My current company uses a 3rd party calendar sync solution that just logs an event against the contacts activity history. All I want is for that same event to be logged against the opportunity's activity history if that contact is listed as a contact role.

My question… is it possible to have events automatically get created onto opportunities where those synced contacts exist as contact roles? I’m thinking a flow could possibly accomplish this but not exactly sure how it would look.

All I can tell so far is that you need Einstein activity capture to do this however that still wouldn’t work due to Einstein AC not allowing you to report through Salesforce reports.

Appreciate any help.

Thanks,
6 answers
  1. Megan Wray (The Mindful Elicitor)
    Apr 16, 2024, 2:13 AM

    Hi Wayne I have run into a similar use case, did you find a flow that worked for syncing events to opps by the contact role?

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