HI Mita, A similar ask was posted earlier on https://salesforce.stackexchange.com/questions/296280/automatically-create-contact-role-on-opportunity-creation# that should help you get started.
If this information helps, please mark the answer as best. Thank you
Please find the solution. "When new opportunity is created, I would like to auto populate contact role." we can write trigger for this i.e when the opportunity is created then opportunityContactRole is also created.
When creating a new Opportunity the contact role is automatically populated when the opportunity is created from a contact record(standard functionality). In the case where users create an opportunity from a different record (e.g Account), the opportunity contact role is not automatically populated. https://soundak.com/
A similar ask was posted earlier on https://salesforce.stackexchange.com/questions/296280/automatically-create-contact-role-on-opportunity-creation# that should help you get started.
If this information helps, please mark the answer as best. Thank you
Hi Mita,
Please find the solution. "When new opportunity is created, I would like to auto populate contact role."
we can write trigger for this i.e when the opportunity is created then opportunityContactRole is also created.
Please let me know it is working or not?
if it helps you please mark it as the Best Answer so that other people would take reference from it.
Thank you!
ok
please do
if it works don't forget to mark it as Best.
thank you