Automate Opportunity Contact Role Creation and Updates with Lightning Flow

Use Process Builder and Flow Builder to automate business processes that involve opportunity contact roles, so that your sales reps don’t have to do the work manually. For example, create a process that adds an opportunity contact role to each new opportunity that has a related contact. Or use a process or autolaunched flow to notify the opportunity owner when a related opportunity contact role is updated.

Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Who: Users with the Customize Application permission can customize opportunity contact roles.

How: In Process Builder or Flow Builder, reference the Opportunity Contact Role object as you would any other object.Process Builder showing a “Create OCR” action that has Record Type set to Opportunity Contact Role