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Georgy Peshkov
How do I make a process builder rule triggered by adding oppty contact role.
Hi all.
We need to set up a rule which woul be triggered by adding\changin opportunity contact roles to the opportunity. Now I've set up a rule that is triggered by any change on the opportunity that runs a flow. This flow checks the oppty contact roles and adds the contact role data on the oppty level.
Now it's not very convenient and occasionally causes an "Apex CPU limit exceeeded error", so I'd want to narrow that filter a little bit.
How can I trigger the rule particularly by creating\changing opportunity contact role?
We need to set up a rule which woul be triggered by adding\changin opportunity contact roles to the opportunity. Now I've set up a rule that is triggered by any change on the opportunity that runs a flow. This flow checks the oppty contact roles and adds the contact role data on the oppty level.
Now it's not very convenient and occasionally causes an "Apex CPU limit exceeeded error", so I'd want to narrow that filter a little bit.
How can I trigger the rule particularly by creating\changing opportunity contact role?
https://developer.salesforce.com/forums/?id=906F00000008vxnIAA
Since, OpportunityContactRole is a junction object, trigger is not possible on it, neither does it come while setting up the process builder.
Above is the only trick possible.
Let me know if that helped.
All Answers
Select > Formula Evaluates to true > ISCHANGED(FieldName)
It's a different object related to opportunity.
By creating or updating opportunity contact role you mean adding and removing the value?
How can I create a field that reacts on contact role change, that you mention?
https://developer.salesforce.com/forums/?id=906F00000008vxnIAA
Since, OpportunityContactRole is a junction object, trigger is not possible on it, neither does it come while setting up the process builder.
Above is the only trick possible.
Let me know if that helped.
I've no experience with Apex to use your advice bu need to start gaining some :)