Question Related Components:
- Contact Object
- Primary: a custom checkbox field
- Opportunity
- A Custom field – “Primary Contact”- lookup to contact
- OpportunityContactRole: is a standard junction object under Contact and Opportunity. And having Field “Role” having a picklist value “Primary”. If not there in your org then add it.
Requirement:
- If there is any OpportunityContactRole with role=”Primary” then copy this Contact on Opportunity as Primary Contact.
- If a contact is associated with any opportunity as “Primary Contact” then “Primary” checkbox should be checked.
Implementation Verification:
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