How can you automatically link a specific role to all newly created External Contacts?

Version 1

    Details

    User is wanting to automatically link a specific role to External Contacts when they are created either manually or via data import job.  How can this be done?


    Resolution

    You can automatically link a role to External Contact when created by following the below steps:


    1.  Login to the Configure Application system administration client (AdminUI).
    2.  Go-to Business Objects, search and find ExternalContact object.
    3.  Navigate to object business rules.  Create new Triggered Action similar to below


    4.  For Rule Action select 'Search and Link'.  Use the 'RoleAssignedExternalContacts' relationship in this action