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  1. 2016年1月19日 17:50
    Janice, That kind of a traversal requires Process Builder + Flows. The idea would be this:

     

    1. A process lives on the Opportunity object and fires when certain criteria is/are met.

     

    2. This process launches a flow that picks up the Contact Role name/info associated with this Opportunity.

     

    3. The same Flow loops through the Opportunity's quotes and updates a quote (based on criteria) with the Contact Role info.

     

    There's a lot that needs be analyzed about the design when implementing the above requirement. The complexity arises from the one to many relationship between an Opportunity and Contact Roles , an Opportunity and Quotes.

     

    Most importantly, make sure you have solid criteria for picking up a certain Contact Role and updating a certain quote because of the one to many relationship between an Opp and these objects.
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