I want to send emails to the Primary Contact Role on an opportunity if the Primary Campaign Source is populated, so I have created 2 new fields that look up the contact name and email using Flow and Process Builder. I followed these steps: http://succeedwithsalesforce.com/using-process-builder-and-flows-to-send-email-to-a-primary-contact-on-an-opportunity/
This is what happens:
I create the opportunity and populate the Primary Campaign Source.
I then add the Primary Contact Role in the related list.
That all works fine, EXCEPT...
The 2 new fields don't populate until I make another change to the opportunity and save it again.
How do I avoid this final part? I want the fields to populate when the contact role is added, not to have to amend the opportunity again.
Any tips?
