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Candice Chu 19 Opportunity Contact Role Logic
Hi
I'm trying to figure out how I can best accomplish this scenario.
Our opportunities will have a Primary Contact Role associated as well as possibly 1 or 2 other contact roles.
We have Dials counter/logic that increments on the Contact level. We also have a Date/Time stamp for that.
On the Opportunity, we would like to increment the opportunity "Dials" field whenever ANY Contact Role associated has acitivity --> IF Date/Time stamp ISCHANGED on any of the associated contacts, then increment the dials on the opportunity.
I have tried doing this in Process builder but no luck.
Has anyone experienced a similar scenario? If so, has anyone been able to achieve this without writing an Apex Trigger? We don't have developer resources so I'm trying my best to find a way to do this without code.
Thanks
I'm trying to figure out how I can best accomplish this scenario.
Our opportunities will have a Primary Contact Role associated as well as possibly 1 or 2 other contact roles.
We have Dials counter/logic that increments on the Contact level. We also have a Date/Time stamp for that.
On the Opportunity, we would like to increment the opportunity "Dials" field whenever ANY Contact Role associated has acitivity --> IF Date/Time stamp ISCHANGED on any of the associated contacts, then increment the dials on the opportunity.
I have tried doing this in Process builder but no luck.
Has anyone experienced a similar scenario? If so, has anyone been able to achieve this without writing an Apex Trigger? We don't have developer resources so I'm trying my best to find a way to do this without code.
Thanks