Primary Contact Role is getting saved without role in Lightning

Question

When you mark a Contact as primary while adding it as Opportunity contact role in Lightning, It allows to save even without assigning a role to the primary Contact. When we try the same thing in Classic, the error message comes up and does not allow to save.

How we can bring the same functionality in Lightning?

Answer 1

I don't think there's much you can do here, as per the usual with Opportunity Contact Role. Since there's no triggers or validation rules on that object, you don't have any real-time chance to intervene in the transaction.

You're stuck then with either (a) Scheduled Apex to locate and remedy those records; or (b) observing in real time with Change Data Capture, which does support OpportunityContactRole.

The only route I can see, and it's a tricky one, would be a component on the Lightning record page for Opportunity that listens for change data capture events for Contact Roles on its own Opportunity. It could then post a Toast message, open a modal, or even set a flag on the Opportunity itself to prevent it from saving. But that's a lot of work (with pre-release technology!) and it wouldn't buy you a guarantee of data integrity since it's purely reactive in the UI layer.

Lots of good Idea Exchange posts to vote up on Opportunity Contact Roles, although I don't see this specific one among them:

• Make Opportunity Contact Role a First Class Object is the big one that would solve this case.
• Opportunity Validation Rule on Contact Roles is related.
• Opportunity Contact Role Default: Should pop when Opp created from Contact also seems related.

Answer 2

Now you can write validation rules and triggers on OpportunityContactRole object. Just write a validation rule to prevent the users to add a new contact role.