• JordanMig
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Does anyone know how to auto-populate a contact lookup or e-mail field on a custom object with the "primary" contact from Contact Roles on Opportunities? I want a user to be able to create a new record on the custom object and have it automatically pull the contact information of the "primary" contact from the Opporunity so I can build workflow to send an e-mail notification. Thanks!
Does anyone know how to auto-populate a contact lookup or e-mail field on a custom object with the "primary" contact from Contact Roles on Opportunities? I want a user to be able to create a new record on the custom object and have it automatically pull the contact information of the "primary" contact from the Opporunity so I can build workflow to send an e-mail notification. Thanks!