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Srilatha Ungarala 8Srilatha Ungarala 8 

In the Opportunity process, can I create or update contact record?

Hi All,

I have created a process on Opportunity and based on Conga transaction status I want to update or create contact which is attached to the account and account is attached to opportunity.
Opoortunity --> Account --> contact --> Here I am not able to find the contactID for which I need to update the contact details which I got from conga to opportunity.

Is this possible through process builder?

Thanks,
sri
Best Answer chosen by Srilatha Ungarala 8
harshadeepthi kharshadeepthi k

Hi Srilatha,

 

Do you want to update Contact field based on Opportunity ? 

If  that is the case then Create a field called Opportunity in Contact Object  & Contact field in Opportunity object.

Then create a Process in process builder on Accounts object with action type as Records to Update , Record type as Contact.

Give field references accordingly.

 

Hope this works, if not let me know.

 

Regards,

Harsha Deepthi K.

All Answers

harshadeepthi kharshadeepthi k

Hi Srilatha,

 

Do you want to update Contact field based on Opportunity ? 

If  that is the case then Create a field called Opportunity in Contact Object  & Contact field in Opportunity object.

Then create a Process in process builder on Accounts object with action type as Records to Update , Record type as Contact.

Give field references accordingly.

 

Hope this works, if not let me know.

 

Regards,

Harsha Deepthi K.

This was selected as the best answer
Srilatha Ungarala 8Srilatha Ungarala 8
Hi Deepthi,

Sorry for the late reply, yeah I created the relationship and it worked out.  
Thanks.