Apex Code Development You need to sign in to do that
Don't have an account?
bathy process builder to launch a visual flow
hi Guys,
I have requirement to create 3 new types of Opportunties(we have 6 record types for opportunities) when a lead is converted to contact. I successfully achieved it by using process builder but the only issue is those opps are not appearing the related list of that contact. after my investigation i found out that those opps must have a contact role created with that contact. I tried doing this with a process builder (as we cannot create oppcontact role using apex triggers). created a flow to create the contact role and then launched this flow using process as explained in http://judisohn.com/2015/04/06/using-salesforce-process-builder-flow-with-opportunity-contact-roles/ but this not creating any contact roles on the opps.
I am not sure what is wrong with this.
can any one please help
I have requirement to create 3 new types of Opportunties(we have 6 record types for opportunities) when a lead is converted to contact. I successfully achieved it by using process builder but the only issue is those opps are not appearing the related list of that contact. after my investigation i found out that those opps must have a contact role created with that contact. I tried doing this with a process builder (as we cannot create oppcontact role using apex triggers). created a flow to create the contact role and then launched this flow using process as explained in http://judisohn.com/2015/04/06/using-salesforce-process-builder-flow-with-opportunity-contact-roles/ but this not creating any contact roles on the opps.
I am not sure what is wrong with this.
can any one please help
Shashank (Salesforce Developers) Could you please let me know if you are still facing this issue or if you found a solution?