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ryenduri Primary contact association on Account and Opportunity
Can someone help me for this below scenario?
1. Track a Primary Contact on the Account object.
2. Track a Primary Contact on the Opportunity object
a. This contact should default to the Primary Contact on the Account.
b. This contact can also be over written manually by user.
1. Track a Primary Contact on the Account object.
2. Track a Primary Contact on the Opportunity object
a. This contact should default to the Primary Contact on the Account.
b. This contact can also be over written manually by user.
Greetings!
I would suggest you to refer the apex code in the below thread for the sample code to track the Primary Contact.
https://salesforce.stackexchange.com/questions/143447/apex-trigger-on-opportunity-contact-role-to-assign-primary-to-first-contact-on-l
Kindly mark it as best answer if it helps so that it can help others in the future.
Warm Regards,
Shirisha Pathuri