+ Start a Discussion
Sonal NaikSonal Naik 

Update Opportunity Checkbox field when a contact role is added with specific role

Hi all,

Can anyone suggest me an Out of the Box solution first for my requirement below.If it does not work with out of the box then please help me out with the Coding approach.

My requirement is  whenever a Contact Role with role as  Executive Sponsor is added in the system then the associated Opportunity has a checkbox field that needs to be checked.
Note :This checkbox field should be checked only when contact role is added and the role assigned in “Executive Sponsor”