2

I have a Detail page button on the contact object on click of which I need to do some processing for which I need the Opportunity details. But when I access the merge fields on Opportunity, I get blank values.

Is there a way to fetch the Opportunity details from Contact on click of a custom page button?

Improve this question
1
  • 2
    Considering that Contact to Opportunity is a one to many relationship you would need to have a single opportunity defined on the Contact record before this would work. Do you have that lookup?
    – CaptainHaZ
    Commented Apr 15, 2016 at 13:07

1 Answer 1

Reset to default
1

You need to set the OpportunityContactRole (OCR) on that Contact as being related to the Opportunity. See the Object Reference and Salesforce Help for more on OCR.

Improve this answer

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .