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Andrew Keller 30
I'm trying to build a flow that updates a contact custom filed based on a contact role custom field change
Hello SF community,
I'm new to flows and the process builder, and I'm trying to achieve the following:
Opportunity stage is anything other than closed/won, update "custom field" on contact role AND update 'custom field' on the contact roles' related contact record.
i've found a similar topic posted here, but the screen shots on the topic only got me so far.
Is there anyone that is willing to help out? Thanks in advance!
I'm new to flows and the process builder, and I'm trying to achieve the following:
Opportunity stage is anything other than closed/won, update "custom field" on contact role AND update 'custom field' on the contact roles' related contact record.
i've found a similar topic posted here, but the screen shots on the topic only got me so far.
Is there anyone that is willing to help out? Thanks in advance!
Greetings!
It is difficult to provide the screenshots to assist you further on this requirement.However,you can use the below thread for the sample scenario which might help you to proceed further:
https://trailblazers.salesforce.com/answers?id=9063A0000019RiqQAE
Kindly mark it as best answer if it helps so that it can help others in the future.
Warm Regards,
Shirisha Pathuri