Salesforce: Automatically Create Opportunity Contact Roles for Newly Created Opportunities
In this video, I will be showing you how you can add a opportunity contract role(s) to a newly created opportunity record.
I will also demonstrate how you can make the opportunity contact role as a primary contact.
As of now, there is no standard in Salesforce where opportunity contact role(s) are created when opportunities are created and associated. Instead, we will build a record triggered after save flow to make this happen.
It is crucial to have a contact for an opportunity so at least it will be easy for users to keep track of who is associated with the deal they are trying to work.
It may also be useful when it comes to marketing automation when using Salesforce Marketing Cloud or any other tool.
Resources:
Opportunity contact role: https://help.salesforce.com/s/article...
Flow: https://help.salesforce.com/s/article...
GitHub:
https://github.com/emon654
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https://definingaffect.com
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**Timestamp**
00:00 - Intro
00:19 - Custom Checkbox fields
01:14 - Flow Building
02:25 - Flow Building - Decision element
03:33 - Flow Building - Get Record element
04:20 - Object relation explanation
05:29 - Flow Building - Loop element
06:01 - Flow Building - Assignment element
06:31 - Creating variables and assigning them
10:05 - Flow Building - Create Record element
10:46 - Flow Building - Update Record element
12:36 - Debug flow and review log
14:00 - Let's look at records to test first
14:51 - Testing it!
15:46 - Outro