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Douglas Traster
Opportunity Contact Role pass to Contact
I have been able to get a trigger to work that either updates a checkbox on the Contact Object based on whether an Opportunity is Open or not (based on the Stage Name).
This checkbox updates Pardot. What the Marketing dept would like to know is there a way that I can pass the Opportunity Contact Role (any of them, not just primary) over to the Contact Object?
I could create a custom object, and then create a lookup value link to Opportunity to use a cross-object formula, but I don't see it there. Plus, since Contact is a child in the relationship, I can't get a value to show due to the 1:M relationship.
Can anyone think of another way to do this?
This checkbox updates Pardot. What the Marketing dept would like to know is there a way that I can pass the Opportunity Contact Role (any of them, not just primary) over to the Contact Object?
I could create a custom object, and then create a lookup value link to Opportunity to use a cross-object formula, but I don't see it there. Plus, since Contact is a child in the relationship, I can't get a value to show due to the 1:M relationship.
Can anyone think of another way to do this?
http://salesforce.stackexchange.com/questions/47190/trigger-to-find-change-in-contact-role-for-an-opportunity