How to bring Opportunity Contact Roles on the Field Tagger

Topic

How to bring Opportunity Contact Roles on the Field Tagger

 

Answer

  1. Go to your Document Package that starts on the Opportunity object
  2. Create a new relationship
    1. Type: Salesforce Option
    2. Related by (What you have): Opportunity
    3. Relationship (What you want): Opportunity Contact Role
    4. Related by: Opportunity ID (Related List)
  3. Save
The Opportunity Contact Roles will then appear on the Field Tagger, and have the option to create tags based on the specific contact roles
 

 

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Version history
Revision #:
16 of 16
Last update:
‎02-02-2021 10:30 PM
Updated by:
 
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