A Salesforce Flow For Contact Role Woes

Skill Level

Intermediate

Learning Track

Admin
Campaign ManagementPardotSales Cloud

Contact roles are essential to “link” contacts to opportunities. Without this, there is the potential for inconsistencies in Pardot automations and segmentation.

So, how do we “enforce” contact roles to prevent these inconsistencies?

This is a how-to session to do just that. Learn the solution using a combination of validation rules and Salesforce Flow to make the contact role required in the opportunity object.

Teresa
Suan
Cloudtegic
Max
Bradley
Cloudtegic
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