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Nicholas Mirams Get all Contacts from Task and add them as Contact Roles on Opportuntiy
Hi,
Using a Flow and process Building (assuming its possible) I would like to, once a task is added on an opportuntiy, get all the contacts from that task and then add them to the corresponding opportuntiy as contact roles. I will try this with events also later on.
How do I do this? do I start, in the flow with a fast lookup to the task object or task relation object and then do I need a Loop and then assignment?
I also want to, once the records have been fetched, either create the contact role on the opportunity with that contact(s) or if it already exists as a contact role, update it
I am struggling and have so far got it to add a single contact, but it also duplicates it if its added again to another task
Thanks
Using a Flow and process Building (assuming its possible) I would like to, once a task is added on an opportuntiy, get all the contacts from that task and then add them to the corresponding opportuntiy as contact roles. I will try this with events also later on.
How do I do this? do I start, in the flow with a fast lookup to the task object or task relation object and then do I need a Loop and then assignment?
I also want to, once the records have been fetched, either create the contact role on the opportunity with that contact(s) or if it already exists as a contact role, update it
I am struggling and have so far got it to add a single contact, but it also duplicates it if its added again to another task
Thanks
I can help you with this requirement if you decide to use Apex Trigger. Thanks.
I am not a coder by any means although I can understand a little apex and am learning to use flows, any help is appreciated
Thanks
Any ideas?