Automate Processes for Opportunity Contact Roles

Gain efficiencies and improve revenue attribution by using Process Builder, Flow Builder, and workflow rules to automate key processes for opportunity contact roles. For example, you can create a process that adds a required opportunity contact role to every new opportunity. You can also send notifications to opportunity owners when opportunity contact roles are created or updated.

Where: This change applies to Lightning Experience and Salesforce Classic in all Salesforce editions with the Sales or Service Cloud.