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  • Deactivated the flow - “Usyd move contacts related to Account to Contact Roles”

  • Created a new auto launched flow to throw error when a new Opportunity created “Create Opportunity Contact Role”

    • Check if no contact throw an error

    • Check if has only one contact with Household Account then automatically create the contact Primary Contact Role

    • “Create Opportunity Contact Role” - is called in the Opportunity After Save main flow

  • Updated the flow - “Opportunity Before Save”

    • To check when stage changed (except stage = closed lost)

      • If contact role exists with Primary - throw error at least one Primary contact role required

      • If contact not existing linked to Account - throw error at least one contact required

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