Using Salesforce Process Builder & Flow with Opportunity Contact Roles
APRIL 6, 2015
This came out of a discussion (and Idea Exchange idea) on the Success Community around Process Builder’s inability to work with the Opportunity Contact Role object. There are two common requests I often get related to Opportunity Contact Roles, both now solved easily with clicks instead of code thanks to Flow and Process Builder! Automatically create an Opportunity Contact Role record based on a lookup field on the Opportunity.