• Ioannis Xanthopoulos
  • NEWBIE
  • 0 Points
  • Member since 2017

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 0
    Questions
  • 2
    Replies
I have gone over and over my dashboard, but I continue to get the following error:

Challenge Not yet complete... here's what's wrong: 
The 'Lightning Sales Manager' dashboard does not have the required 3 charts.

Attached is a screen capture

User-added image
Hi All

I want to be able to create a click not code method of creating an Opportunity Contact Role for all opportunities when they create which is required in order to sync them to Pardot. We use person accounts however so they do not auto create and I have hit a couple of limitations while trying to solve this task.

First is you cannot create a contact role within the process builder but you can with a flow and reference it in the process builder (credit: https://judisohn.com/2015/04/06/using-salesforce-process-builder-flow-with-opportunity-contact-roles/).

Second however that stops this working for me is that no Account.PersonContact fields can be referenced within the Process builder from an object that is not Account to pass the ID as a variable for the flow. https://help.salesforce.com/HTViewSolution?id=000232840&language=en_US

So I thought the solution would be to create a custom contact lookup field and put the PersonContactID and populate it on account create so that I could reference it in future from process builder if necessary. I am still running into the issues on the opportunity process that it is passing a null value from the custom lookup field I have created? Relvant error report line: varContactID = {!myVariable_current.Account.PersonContactID__c} (null)

Is there really no way of doing this with out code? If not it's a another dissapointing instance where Person Accounts fall short within Salesforce.