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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. Nov 30, 2016 at 18:31
  • 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, 2016 at 18:44

1 Answer 1

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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, 2016 at 15:25
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    According to this related topic: salesforce.stackexchange.com/questions/11210/… there is no such list available. Dec 1, 2016 at 15:42

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