I have a custom "New" Opportunity button in the Opportunity related list on Contacts. When this button is used, the Contact is not being added as a Contact Role to the resulting Opportunity? Two questions here. First, does the Standard button auto-add the originating Contact to the Opportunity as a Contact Role? Secondly, how can I make the custom button automatically add the originating Contact as a Contact Role on the resulting Opportunity? Thank you much.
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For the first question, yes, the standard button does add the Contact as a primary Contact Role in the generated Opportunity. For the second one, please add some information about how your custom button is configured so we can help you. – Mauricio Oliveira Nov 30 '16 at 18:31
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Thanks for the response. My code for the button is below, and it brings in some values automatically. I am just looking to add functionality assigning the Contact generating the Opportunity to the Contact Role. Thank you in advance. '/setup/ui/recordtypeselect.jsp?ent=Opportunity &save_new_url=%2F006%2Fe%3Flookupcmpgn%3D1%26 &retURL={!Contact.Id} &accid={!Account.Id} &opp6={!Contact.LeadSource} &00Na0000009zQCa={!Contact.Lead_Source_sub_category__c} &00N1400000B8b6h={!Contact.Lead_Source_Note__c} &{!Opportunity.OwnerId}={!User.Id}' – Tamim J Nov 30 '16 at 18:44
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For the first question, yes, the standard button does add the Contact as a primary Contact Role in the generated Opportunity.
For the second question, you can add another URL parameter to get it populated, just add &conid={!Contact.Id} at the end. Like below:
/setup/ui/recordtypeselect.jsp?ent=Opportunity &save_new_url=%2F006%2Fe%3Flookupcmpgn%3D1%26 &retURL={!Contact.Id} &accid={!Account.Id} &opp6={!Contact.LeadSource} &00Na0000009zQCa={!Contact.Lead_Source_sub_category__c} &00N1400000B8b6h={!Contact.Lead_Source_Note__c} &{!Opportunity.OwnerId}={!User.Id} &conid={!Contact.Id}
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Thank you! Worked tremendously. I did not know the "conid" parameter. Is there a list of these button-programmable parameters that you know of? I'd love to not have to bother you folks much more on these types of asks. – Tamim J Dec 1 '16 at 15:25
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1According to this related topic: salesforce.stackexchange.com/questions/11210/… there is no such list available. – Mauricio Oliveira Dec 1 '16 at 15:42
