Questions tagged [opportunitycontactrole]
The opportunitycontactrole tag has no usage guidance.
97
questions
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21 views
NPSP - Don't Automatically Create Soft Credit
For organizational gifts, NPSP automatically creates a soft credit Contact Role for the related organization's primary contact. We do not want to automatically soft credit this person.
I went to the ...
0
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1answer
19 views
I want to force users to enter a contact role prior to saving new opportunities. Can this be done?
I have a basic opportunity object and would like to require sales teams to enter at least one Contact Role in order to save the Opportunity.
0
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15 views
Add / Edit Contact Roles Standard Page Reference
I'm trying to reach the Opportunity -> Contact Roles ▼ Option 2: Edit Contact roles
via navservice or e.force:editrecord or the like and I am unable to find a reference for this particular page/...
0
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1answer
24 views
Opportunity Trigger - Detect if Contact Role will be created?
I'm trying to automate creating Opportunity Contact Roles when an Opportunity is created, and I'm not having any difficulty creating these. What I'm struggling with is, in the case when an Opportunity ...
-1
votes
1answer
59 views
Opportunity stages required Contact roles other than the first stage
I have a use case whenever I change the opportunity stage from Stage - 1 to any other stage Contact role should be mandatory to change the stage other wise it has to throw a error message how can I ...
1
vote
1answer
648 views
Contact Roles Association in Opportunity Related List on Contact Layout
I want to see the contact roles associations inside the Opportunity related list placed on Contact page Layout. But my current opportunity list is visible as below.
Is there any method that I can ...
2
votes
1answer
31 views
PushTopic for OpportunityContactRole
I'm creating PushTopics for streaming api and have trouble creating one for OpportunityContactRole object.
Executing the following apex code in Developer Console Window
PushTopic pushTopic = new ...
0
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0answers
48 views
Cannot Deploy Lighting Web Component with Opportunity Contact Roles
I'm trying to deploy a simple component for OpportunityContactRoles but I am not able to deploy the Meta data necessary to expose the component to the Opportunity Record Page. I've tried just exposing ...
0
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1answer
29 views
Add Custom VF Button to OpportunityContactRoles Related List
Evening,
I'm attempting to launch a Screen Flow from a VisualForce Page on a related list for OpportunityContactRoles. The flow will be a guided process for ContactRoles.
The Related List for the OCRs ...
0
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1answer
125 views
Make Opportunity SOQL subquery of Contacts return all opportunities in the contact's related list, not just primary ones?
I have Contacts who are associated with multiple Opportunities via multiple OpportunityContactRoles. Some of those OpportunityContactRoles have IsPrimary = true; others don't. In the Lightning UI, in ...
7
votes
1answer
7k views
Using a collection of IDs to Get Records using FLOW
I am trying to Get multiple contacts from Flow by using a collection of IDs.
In the below image I am looping through each opportunity contact and adding the Contact Id to a collection.
Then I want ...
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0answers
63 views
Confounded by Test Class Failing in Production but Passing in all Identical Sandboxes
I finally have to ask some other folks about this one. There's a test class from an (awful) unmanaged package in our org, and it has been there for a year and never been a problem, but suddenly it is ...
0
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1answer
155 views
Return a custom List of Contacts & Opportunity Contact Roles from Account
I am attempting to query a list of Contacts (associated to the account) & OpportunityContactRoles (if applicable). So when a user is on an Opportunity Record they are able to see a full list of ...
0
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1answer
403 views
Batch class to update Contacts in Opportunities' Opportunity Contact Role
I have a requirement where I check for all Contacts related to Opportunities via Opportunity Contact Role junction object. For an Opportunity in particular stage, I update related contacts' with ...
0
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2answers
2k views
SOQL Query for Contacts (Related to the Account) & Opportunity Contact Roles - In a LWC (Lightning Web Component)
For a given opportunity I would like a list of all contacts related to that opportunities Account & all of the opportunitycontactroles.
For example: if account a has three contacts and two of ...
2
votes
1answer
254 views
Not getting custom field on Add Contact Roles
I need one help.I have a custom field in Opportunity Contact Role.
But after clicking on Add Contact Roles, we are not getting the custom field.
Can you please help how can I add the field.
2
votes
1answer
44 views
Source of an erroneous "You have uncommitted work pending" error in Test?
From the top, I do understand how "You have uncommitted work pending" errors happen, but the following is very strange behaviour from Salesforce...
It seems that for one org we have, creating an ...
2
votes
1answer
52 views
OpportunityContactRole seems to have incorrect values for IsPrimary in trigger context
I've seen some strange behaviour with the new ability to have trigger on OpportunityContactRole and its rather special IsPrimary field.
For a long time, I've observed that if you set IsPrimary=true ...
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0answers
76 views
Populate fields from Contact onto Opportunity when a "New Opportunity" button on contact is Clicked
I created a button on Contact which is supposed to create a new opportunity, populate fields and create an Opportunity Contact Role on Opportunity when a Sales Rep clicks on New Opportunity Button.
...
1
vote
1answer
360 views
Visualforce Pages: Pulling contact roles from opportunity into related object
I have a VF page that is supposed to pull the contact role information from the opportunity page. The code works on the opportunity page, but I need to add it to a related object (custom object). The ...
0
votes
1answer
151 views
Prevent Opp Creation Without Contact
We're looking to ensure that every newly created opportunity has an OpportunityContactRole upon creation.
To do this, we removed the New Opportunity button everywhere which would force reps to ...
2
votes
2answers
610 views
Primary Contact Role is getting saved without role in Lightning
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 ...
0
votes
2answers
510 views
Visualforce page to create a new Opp Contact Role
Is it possible to create a custom Visualforce page for adding a new Opportunity Contact Role using standard controllers (Opportunity controller in this case)?
The reason I'm asking is that I'd like to ...
1
vote
1answer
1k views
Creating Opportunity and Opportunity Contact Role from Contact in LEX
In Salesforce Classic, you can create a new opportunity using a URL like the below:
/006/e?ent=Opportunity&conid={!Contact.Id}
This works great, creates the opportunity, and creates an ...
-1
votes
1answer
481 views
Apex Triggers Copy Primary Contact Role into lookup field in the opportunity page
I copy this formula and it works great when the lookup field is null but if I want to change the Primary contact Role the lookup field does not change (it keeps the first contact Role assigned)
Can ...
0
votes
2answers
86 views
Contact information on Opportunity record
I'm building an integration between Salesforce and a proposal creator tool. Most of my users use the integration from opportunity object. I'm using the integration to pull opportunity data in the ...
0
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1answer
412 views
Selecting opportunity contact role on related contact account
Part of our process before an opportunity is closed won, we need to create contact roles, until now if a contact is related to 2 different companies we create both accounts and we duplicate the ...
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0answers
114 views
SOQL on OpportunityContactRole in Trigger doesn't return any result in Lightning
I have a trigger on Opportunity object, which populates primary campaign source using a custom logic.
As part of my logic, I am querying OpportunityContactRole in the trigger. The query gives result ...
0
votes
2answers
965 views
Require Contact Role on all newly created Opportunities
I'm trying to come up with a way to require every new Opportunity to have a Contact Role associated with it upon creation. The issue I'm running into is the stupid "Recently Viewed" Opportunity List ...
0
votes
1answer
170 views
Lock Opportunity Contact Role record
Since the OpportunityContactRole object is not a first class object you cannot create a trigger on the object, nor add fields or create a validation rule. Is it possible to prevent the deletion of an ...
3
votes
1answer
173 views
Querying Opportunities related to a contact return only Open Opportunities
I am doing subquery Of Opportunities on Contact as follows:-
Select id,(select id from Opportunities) from Contact where id in (select ContactId from OpportunityContactRole)
I know this will return ...
0
votes
1answer
237 views
Cannot loop through Opportunity Contact Roles' for loop?
I have the below implementation:
Map<Id, Contact> contIdsMap = new Map<Id, Contact>(conts);
Map<Id, Opportunity> relatedOppMap = new Map<Id, Opportunity>([Select Id, Name
...
0
votes
1answer
40 views
Contacts without Opportunities
1) I need to see if a contact has an opportunity.
2) If not, I will create a new opportunity.
3) I'd like to do this with Process Builder.
Part 1 is my challenge. How do I test to see if a contact ...
0
votes
1answer
328 views
OpportunityContactRole Query returning Empty List
I used a Query on OpportunityContactRole in Opportunity Trigger.
for(OpportunityContactRole c: [SELECT Id, opportunityid, contactId FROM
OpportunityContactRole where opportunityid in: newOpp]...
0
votes
1answer
340 views
Mass email Opportunities with Email template
I have some custom fields on the Opportunity page layout; one captures the contact name and one is for the contact email. These are formula fields that query the contact roles related list. Once the ...
1
vote
2answers
1k views
How do you populate contact roles based on a custom lookup field in Opportunities for the Primary Contact?
Our current sales process has a lead converted to an opportunity. There is a custom lookup field on the Opportunity to identify the primary point of contact. Once that lookup field is populated, we ...
0
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1answer
31 views
Contact Roles Question
Is there any way to pull the Contact from the Contact Roles related list into a lookup field on the record? For instance, I have a customer with hundreds of opportunities all with their primary ...
0
votes
1answer
919 views
Updating Opportunity when Primary Opportunity Contact Role is changed
I'm running into a challenge around automatically updating Opportunities.
My Opportunities' names are generated by a workflow. This workflow pulls from various fields on the Opportunity object. ...
2
votes
1answer
171 views
How to make OCR required when the Opportunity reaches the certain stage?
I know there are many solutions for making the Contact Role required on the Opportunity object, but I couldn't find one that could solve my problem.
I need the Contact Role to be required if the ...
1
vote
2answers
1k views
SOQL to find contacts related to specific opportunities
I need a query that returns me all contacts that were involved in an opportunity but ignore the ones that were involved in a opportunity recently (10 last days).
I tried using a subquery, like this:
...
-1
votes
1answer
32 views
Lead Convert guarantees Contact Attribution on Opportunity. How to guarantee it when Opportunity is created from Standard Contact Detail Page?
Here are options, examples, my comments, and my requirement for different approaches to creating Opportunities from the Standard Contact Detail Page.
I am looking for help with option 3. I need to "...
0
votes
1answer
229 views
Creating InvocableMethod for OpportunityContactRole
I have seen lots of people struggle to insert opportunity contact roles as they cannot be inserted using process builder (not a first class object). There are some work around using flows but these do ...
0
votes
1answer
692 views
configure influential campaigns to be automatically added to opportunities
The issue that we would like to retroactively associate previously-closed opportunities that are already existing in the system with campaigns.
We would like this process to run through the ...
1
vote
1answer
170 views
How to display result of Custom Object in related list in SFO Side Panel?
In SFO Side Panel when you select any email whose email address is same as contact email address in salesforce,it automatically search the contact and it also display Activity History and Opportunty ...
1
vote
1answer
72 views
System.QueryException: List has no rows - How can I tie Events created for qualified Contacts to Opps created from the Contact?
Our org was configured such that Opps can only be created during Lead Conversion or from a Contact related list. This ensures each Opp has a Contact Role associated.
SDRs create an Event when they ...
0
votes
0answers
48 views
Opportunity Trigger - Populate 2 Fields on custom object Every time Opportunity.LastModifiedDate Updates
2 Objects: OpportunityContactRole (OCR), Close_Plan_Contact_Role__c (CPCR)
Fields: OCR - OpportunityId & ContactId; CPCR - Contact__c and Opportunity__c
Description: Every time LastModifiedDate ...
2
votes
0answers
318 views
SOQL / Apex To Find Duplicates On A Junction Object ( OpportunityContactRole )
I have a rogue trigger that inserts duplicate OpportunityContactRoles when it shouldn't.
I can't find the error in my code, but it's not a high-volume problem.
It is, however, a daily low-volume ...
3
votes
1answer
139 views
Is it possible to pull all opportunities related to single contact via contact roles in a Visualforce email template?
We are trying to compile a broker report detailing commissions on a per broker basis (one email per broker). A single broker may be linked to multiple opportunities via the opportunity's contact roles ...
0
votes
2answers
97 views
Buyers and Sellers are in my Accounts object, entered by choosing a B or S record type. How do I manage the situation when later, a B becomes a S?
Buyers and Sellers are in my Accounts object, entered by choosing the B or S record type, ea. w its own page layout with its own fields relevant to customized to a Buyer or Seller. How can I manage ...
0
votes
1answer
815 views
Contact Role Addition Upon Opportunity Creation from Contact
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 ...
