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SFDO-Community-Sprints / Nonprofit-Salesforce-How-To-Series

Formerly known as NPSP Videography, this SFDO Commons Project meets at every Sprint and monthly to create short helpful Salesforce for Nonprofit product How-To videos to help Nonprofit users and admins.
https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000kHiqSAE
BSD 3-Clause "New" or "Revised" License
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NPSP Logic for Creating Opportunity Contact Roles #61

Open Billflorio opened 3 years ago

Billflorio commented 3 years ago

https://powerofus.force.com/s/article/NPSP-Logic-for-Creating-OCRs

https://docs.google.com/document/d/1HVhyi1myHc0KmYdNwX8YIKcw4P6fQYVeWwNQfz8Rwyo/edit?usp=sharing

https://youtu.be/ycdyYj11aME

NOTE FROM DUPE STORY, merged here: New Feature in Next Release - If Primary Contact Field is Null and you update primary contact field the other primary contact - all existing SC are deleted and re-created (if they fix the primary it could remove another contact role based on the setup)

New checkbox disables the OCR auto-populate for that specific opportunity (Hidden from 99% of users - but will fix certain scenarios)

coriobriensfdo commented 3 years ago

Looks good, I added some comments. Mostly about cross referencing to other videos the team has made over the years. Back to you @barbarachristensen :)