Is it possible to map any custom fields at the Contact level to an Opportunity via Process Builder or WFR? Or can this only be done via a Trigger?

  • 1
    Do you have a lookup to Opportunity from contact object? – Sean Soriano Feb 25 '16 at 22:29
  • You can do this with Process Builder/Flow. Please explain in more detail how the relationship works and we can help you with the solution. – David Litton Feb 25 '16 at 23:26
  • For instance, is it a Contact lookup on the Opportunity that is your 'primary contact' or something else? How do we know which field needs to be put onto the Opportunity? – David Litton Feb 25 '16 at 23:47
  • @DavidLitton essentially I want whatever Contact is listed as Primary on the Opportunity to feed certain fields into the Opportunity. For example, I have multiple attribution fields beyond "Lead Source" that live on the Contact that I want copied to the Opportunity. So if an Opp is created from the Contact page, and that Contact is automatically added as Primary, those fields would be mapped over. If the Opportunity is created by itself and the Primary added later, the fields would map at that time. Is that doable? – Matt Feb 25 '16 at 23:56
  • Ok so you're problem is that you can't have a Process Builder triggered off of Primary Contact. If you had a lookup or a button somewhere you could. So... if we did it where we looked on Opportunity create to see if one exists, that is fine. However, if you wanted to add the Primary Contact later then it wouldn't map over without some sort of user interaction. For that option you would be to create a button or checkbox that says 'populate primary contact details' and that triggers the process builder. Your other option is to do an Apex Trigger. – David Litton Feb 26 '16 at 0:06

For anyone seeking to do the same, this is what I did... I basically used a required lookup field to act as the "primary contact" for the opportunity. Then used process builder and a flow to copy across fields from the contact and add that same contact as a contact role on the opportunity.

It's not the most elegant solution, but it works. Here's a few resources that I found that walked me through the process, which I just adapted to suit my needs: https://judisohn.com/2015/04/06/using-salesforce-process-builder-flow-with-opportunity-contact-roles/ and http://www.arkusinc.com/archive/2015/opportunity-contact-roles-with-process-builder-and-flow

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