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Jonathan Yern 4Jonathan Yern 4 

Auto populate Primary contact role on an opportunity

Hi,

Is there a way I can auto populate the Contact roles on an opportuntity with a custom button based on the account name that is on the opportunity? Can I use Flows and Process builder? If so, how.

Note: Contact is not on the opportunity.







 
Hargobind_SinghHargobind_Singh
Hi, 

I found a few posts that talk about the same topic. In your case, you might want to tweak this to pull out contact from Account first (or get a contact on Opportunity):

https://developer.salesforce.com/forums/ForumsMain?id=906F00000008sTAIAY
https://developer.salesforce.com/forums/ForumsMain?id=906F0000000AYnlIAG
https://developer.salesforce.com/forums/ForumsMain?id=906F000000090eOIAQ
https://developer.salesforce.com/forums/ForumsMain?id=906F00000008vu0IAA


 
Jason ShrummJason Shrumm
I need to auto populate account and contact fields while I add a task. It's my assignment at https://essaydune.com/homework-writing-help/ with expert-editor from Salesforce. Need some examples how to do this, because it looks like I did something wrong in the settings.