Timeline for Trying to update a contact field if that contact is added to the contact roles related list on an oppt'y
Current License: CC BY-SA 3.0
8 events
| when toggle format | what | by | license | comment | |
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| Jan 17, 2018 at 7:33 | history | tweeted | twitter.com/StackSalesforce/status/953530671246561280 | ||
| Jul 2, 2015 at 9:52 | history | edited | Bartley | CC BY-SA 3.0 |
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| Jul 1, 2015 at 20:19 | comment | added | crmprogdev | Is your client using the NPSP? Have OpportunityContactRoles been enabled? That connects Contacts with Opportunities. It sounds from your description as though they're selecting a contact from the Account Related Contact List and want related contacts to appear on their Opportunities as well. Is that correct? | |
| Jul 1, 2015 at 20:11 | answer | added | dphil | timeline score: 0 | |
| Jul 1, 2015 at 20:10 | comment | added | dphil | Welcome to the community. You should be able to accomplish this with a Trigger on the Opportunity to traverse the relationship to the Contacts and then set the values on the associated Contacts. | |
| Jul 1, 2015 at 20:06 | comment | added | Eric | Since no triggers are active on the Contact Role object, what I have done before is write a batch that runs daily/hourly/etc that looks at all the contact records modified in the appropriate timeframe and update the contact records accordingly | |
| Jul 1, 2015 at 19:59 | review | First posts | |||
| Jul 1, 2015 at 20:10 | |||||
| Jul 1, 2015 at 19:56 | history | asked | ShannonB | CC BY-SA 3.0 |