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Kim Stanfield Question about using Process Builder
Hello,
I was able to create a successful process/flow that updates a custom lookup field with the primary contact name on the Opportunity when a Contact Role is marked as "Primary." The problem is that the custom field will not populate unless you click Edit and Save on the Opportunity record. Could someone tell me how I could automate the edit/save process since I have read that this is necessary for my process to work. It would be great if the custom field could just automatically populate without clicking edit.
I was able to create a successful process/flow that updates a custom lookup field with the primary contact name on the Opportunity when a Contact Role is marked as "Primary." The problem is that the custom field will not populate unless you click Edit and Save on the Opportunity record. Could someone tell me how I could automate the edit/save process since I have read that this is necessary for my process to work. It would be great if the custom field could just automatically populate without clicking edit.
Defines Opportunity as start object
Defines criteria for action
Launches Flow
Screenshots from Flow Designer: Record Lookup
Record Update