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Workflow email alert to an Opportunity Contact
Im am trying to create a trigger that will update a Opportunity Lookup field to the contact to pull in the primary contact role if there is one on the Opportunity record. Once this is updated, then I would like to setup a workflow rule when upon Closed Won, an email will be sent to that Primary contact role. Does this make sense? Im struggling ....
trigger CopyPrimaryContactToOptyTrigger on Opportunity (before update) { for (Opportunity o : Trigger.new) { OpportunityContactRole[] contactRoleArray = [select ContactID, isPrimary from OpportunityContactRole where OpportunityId = :o.id ORDER BY isPrimary DESC, createdDate]; if (contactRoleArray.size() > 0) { o.Opportunity_contact__c = contactRoleArray[0].ContactID; // Amit you can Opportunity_contact__c to any lookup field you have } } }PS: you can create workflow rule. Its simple.
Please mark this as solution if this resolves the issue.
All Answers
trigger CopyPrimaryContactToOptyTrigger on Opportunity (before update) { for (Opportunity o : Trigger.new) { OpportunityContactRole[] contactRoleArray = [select ContactID, isPrimary from OpportunityContactRole where OpportunityId = :o.id ORDER BY isPrimary DESC, createdDate]; if (contactRoleArray.size() > 0) { o.Opportunity_contact__c = contactRoleArray[0].ContactID; // Amit you can Opportunity_contact__c to any lookup field you have } } }PS: you can create workflow rule. Its simple.
Please mark this as solution if this resolves the issue.