How to automate Opportunity Contact Role Creation with Process Builder? - Answers - Salesforce Trailblazer Community
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Michael DreesmannMichael Dreesmann 

How to automate Opportunity Contact Role Creation with Process Builder?

Hello,

I saw this information and thought I can do this with process builder:

https://releasenotes.docs.salesforce.com/en-us/spring20/release-notes/rn_forcecom_flow_pbuilder_ocr.htm 

What I understood: When a new opportunity is created, the process creates contact roles for all related contacts that are related to the account that owns the opportunity.

Problems (related to the screenshot in the above link):
a) What is the criteria for "Has related contacts?"
b) I can not choose the Value that is shown in the screenshot for the Field "Contact ID". No problem for "Opportunity ID", but the field reference for "Contact ID" is not available.

Thank you for your help.

User-added image

Best Answer chosen by Michael Dreesmann
Yashad TayalYashad Tayal
Hi Michael, 

The condition checks for a lookup contatc field on the opporutnity. If its not blank then it will create a contact role and the same contact id is used in your second question as well.

All Answers

Yashad TayalYashad Tayal
Hi Michael, 

The condition checks for a lookup contatc field on the opporutnity. If its not blank then it will create a contact role and the same contact id is used in your second question as well.
This was selected as the best answer
Om PrakashOm Prakash
Hi Michael,
"Contact"  On opportunity is a custom lookup field on Opportunity.
So 
Criteria will be like this:
User-added image

 
Michael DreesmannMichael Dreesmann
Thank you both for your prompt answers.

So I need a lookup-field to the contact object on the opp. object.
But where is the benefit if the user needs to fill that lookup-field every time he/she creates an opportunity?

Without the lookup field:
1. Create the opp
2. Create a contact role
3. Choose the contact
4. Select the role
5. Save.

With the lookup field and the process:
1. Create the opp...
2. AND take care you choose a contact for the lookup-field
3. Navigate to the contact role record which has been created by the process
4. Select the role
5. Save.