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Nicole Sackin how to trigger a workflow or a process based on a Contact being added to an Opportunity
Hello,
I am looking to create a workflow or a process builder that is triggered by a Contact being added to an Opportunity.
Basically, I want the Lead source of the Opportunity to be the Lead Source of the Contact record.
Anyone know how to do this?
Thanks
Nicole
I am looking to create a workflow or a process builder that is triggered by a Contact being added to an Opportunity.
Basically, I want the Lead source of the Opportunity to be the Lead Source of the Contact record.
Anyone know how to do this?
Thanks
Nicole
Follow the Steps and screenshot I have shared.
1.Go to Setup - > search --- >Process Builder --> New → enter the name → select A record change from the picklist .
2.Select Opportunity as the starting object ---> In criteria definition - Enter the name and in set condition make two conditions
a.Opportunity.LeadSource != null
b.Opportunity.Contact.Id != null
And click save button.
3. In Immediate Action In record Part select [Opportunity].Contact and after that in Second part Field name -> select Lead Source In Type (Reference ) - >Value [Opportunity.LeadSource].
Screenshot .
That's all !! Hope It works.
Regards,
Akshay