Workflow Action and API endpoint to associate programmatically an Opportunity with a Company
A
Andres Arenas
Now it's possible to associate a Company with an Opportunity. But we cannot do that via actions in a workflow or via an API call. There's no direct access to the opportunity associated to a company, or to the company associated to the opportunity, when we are executing Opportunity-based or Company-based workflows.
Use cases:
- A new opportunity is created -> search for the company the contact is associated with, and associate the company to the opportunity as well.
- An opportunity workflow is being executed -> update a standard field or custom field in the associated Opportunity object
- An opportunity workflow is being executed -> Remove or Update the association with a Company object
- An opportunity workflow is being executed -> Add the associated Company object to a Company-based workflow
The same goes via API calls.
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