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How do I set a default ContactRole against an Opportunity?
Pardot will only list Opportunities against a Prospect if the Prospect is present in the Contact Roles related list.
I have a SF Process Builder Workflow successfully creating Opportunities when a specific Contact custom field is updated by the Pardot Connector. But it isn't possible to set or create a Contact Role record in the Process Builder.
So is there a way around this? I'm pretty good with creating workflows but apex code would be beyond me.
Thanks,
Ross
I have a SF Process Builder Workflow successfully creating Opportunities when a specific Contact custom field is updated by the Pardot Connector. But it isn't possible to set or create a Contact Role record in the Process Builder.
So is there a way around this? I'm pretty good with creating workflows but apex code would be beyond me.
Thanks,
Ross