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Here is my scenario. At my non-profit client, they enter opportunity records beneath the Account record. They then add the specific Contact they are working with, beneath the contact roles related list.

They are asking if a given value is chosen from a Picklist on the opportunity, then a checkbox on the Contact record will be checked on.

I've attempted this with workflow, process builder, but have struck out.

Is this possible - any ideas?

Thank you!

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    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
    – Eric
    Commented Jul 1, 2015 at 20:06
  • 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.
    – dphil
    Commented Jul 1, 2015 at 20:10
  • 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?
    – crmprogdev
    Commented Jul 1, 2015 at 20:19

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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.

I do not believe any of the standard Admin tools can do this besides Flows which will only be useful in certain circumstances.

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