Some things just go together, like:
Peanut Butter and Jelly
Bread and Butter
Cinnamon and Sugar
Tom and Jerry
Thunder and Lightning
I’m sure you get the picture! Now, I’m still warming up to the idea of calling Flows Thunder, but they go together with Lightning Process Builder just like Thunder and Lightning. The same way that Lightning comes first and is followed by Thunder, Lightning Process Builder can run and kickoff a Flow as an output. You get an update in a flash followed by a roar of business process! Ok, enough with the symbolism!
This For The Community post has been brought to you by the world famous Salesforce Community, the Official: Salesforce Workflow Automation group! Thanks @Jay Singh!
Jay came to me with a question:
Hey Rich,Hope you are doing well! I know that you’re a Salesforce flownatic and I just happened to bump into something while creating a flow. I’m trying to get the Contact Roles from the Account module and try to get them to populate over to the Opportunity Contact Roles. So if a Contact Role gets created under the Account, it should appear automatically on the Opportunity’s contact roles. Do you think you can create a blog post for this particular flow. I will truly appreciate it.Thanks in advance,Jay Singh
As I told Jay on my initial response, kicking off workflow from the Account Contact Role doesn’t quite work with the Standard Salesforce Account Contact Roles. A Custom Object can be used to kickoff workflow, so, upon his blessing to use a Custom Object, we’ll look at how to accomplish his question using Process Builder to launch the Flow. He also said that:
it should update all Opportunities and should only include the Contacts that I am adding from the Contact Roles
Ok. Custom Contact Role tied to the Account, when that is launched, add the new Contact Role as an Opportunity Contact role to every Opportunity on the Account, that’s our goal. Let’s get started!