Timeline for How to avoid creation of duplicate Opportunity Contact Role for every newly created Opportunity?
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| Aug 3, 2016 at 7:41 | answer | added | user3524041 | timeline score: 0 | |
| Jul 28, 2016 at 13:42 | comment | added | user3524041 | Actually there is no other trigger, process, or a flow which is creating Oppty Contact Role. I have explored these cases and tested several times, then it is found that it is Salesforce's standard functionality to create Oppty Contact Role in above discussed cases. So, this is the reason behind Oppty Contact Role with "Role" having null value. | |
| Jul 27, 2016 at 15:30 | comment | added | Derek F | Yes, and the mechanisms that could be responsible are another trigger, a process, or a flow. That is why I was asking you about those in the second part of my comment. | |
| Jul 27, 2016 at 13:55 | comment | added | user3524041 | Thanks for your comment. But as I mentioned in my question itself that, the one Oppty Contact Role having "Role" set to null is created after converting a lead or after if Opportunity is created from Contact Detail Page. I have tested this, a new Contact role is created for Opptys created by above manner. | |
| Jul 26, 2016 at 16:16 | answer | added | crmprogdev | timeline score: 0 | |
| S Jul 26, 2016 at 15:05 | history | suggested | Dave Humm |
remove salesforce-crm tag
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| Jul 26, 2016 at 14:26 | review | Suggested edits | |||
| S Jul 26, 2016 at 15:05 | |||||
| Jul 26, 2016 at 13:40 | comment | added | Derek F |
I'm not seeing anything here that could be creating an OpportunityContactRole with a null Role field. Do you have a trigger on OpportunityContactRole which could be firing? Any processes (process builder) or flow that inserts an OpportunityContactRole?
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| Jul 26, 2016 at 13:23 | review | First posts | |||
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| Jul 26, 2016 at 13:18 | history | asked | user3524041 | CC BY-SA 3.0 |