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pass primary contact role's email into opportunity
Hi,
I need to pass the primary contact role's email into the opportunity record.
Can you please advise if this will require a trigger/apex code or if it can be accomplish only with workflow rules?
Thanks,
Ronaldo.
I need to pass the primary contact role's email into the opportunity record.
Can you please advise if this will require a trigger/apex code or if it can be accomplish only with workflow rules?
Thanks,
Ronaldo.
Contact will be associated to your opportunity so you can create Formula field on Opportunity for this.
If you don't want formula field, you can write trigger also.
Thanks,
Neetu
http://judisohn.com/2015/04/06/using-salesforce-process-builder-flow-with-opportunity-contact-roles/