0

Conditionally copying data from either Contact or Opportunity during Opportunity Contact Role creation behaves differently when creating Opportunity from Contact (Opportunity Contact Role is inserted by the system automatically) vs creating the Opportunity Contact Role directly from the Opportunity.

To reproduce: use an After Save Record-Triggered Flow that triggers when OpportunityId and ContactId are not null enter image description here

Example Formula

BLANKVALUE({!$Record.Opportunity.Last_Became_an_MQL_Date__c},
{!$Record.Contact.Last_Became_an_MQL_Date__c})

enter image description here

When adding a Contact Role from the Opportunity - data passes through without issue - all behaves as expected.

When creating an Opportunity from the Standard New button on the Contact's Standard Opportunity Related List, the Flow behaves as if no data is being passed in by the related Contact.

Improve this question

1 Answer 1

Reset to default
0

Check Run Asynchronously and hit your update both in the Immediate and Async. enter image description here

Improve this answer

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .