收藏Rodney Green (Certica Solutions, Inc.) 提问于 #Sales And Marketing2019年1月28日 22:49How 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 个回答排序按日期排序按最有帮助排序按日期排序John Knight (Recklessly Great, LLC)2019年1月29日 02:06Hi 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添加评论撰写回答...粗体斜体下划线删除线项目符号列表编号列表添加链接代码块插入图像附加文件链接 URL取消保存0/9000回复
John Knight (Recklessly Great, LLC)2019年1月29日 02:06Hi 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