Create Opportunity with Contact Role
A 2-step recipe with Salesforce. We can help you get access.
Recipe · 2 steps
Create Opportunity with Contact Role
with Salesforce
Create an Opportunity and link a Contact to it via an OpportunityContactRole.
- Insert a new Opportunity record using the supplied field values. Returns the Id of the newly created Opportunity.
- Create an OpportunityContactRole that links the supplied Contact to the newly created Opportunity with the given role.
What you'll need to have ready
- opportunity: Field map for the new Opportunity (e.g. Name, StageName, CloseDate, Amount). Name, StageName, and CloseDate are required by Salesforce.
- contactId: The 18-character Id of the Contact to attach to the Opportunity.
- role: The role the Contact plays on the deal (e.g. Decision Maker).
- isPrimary: Whether this Contact is the primary contact on the Opportunity.
For your developer
Arazzo workflow salesforce:create-opportunity-with-contact-role, 2 operations: createRecord → createRecord. Specs on APIs.io.