Primary Opportunity Contact Role
By Justice NationPartner Management
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Listed since
- 2020
About Primary Opportunity Contact Role
Include "Primary" field on Custom Report Types with Contact Roles
The Opportunity Contact Role object joins contacts to opportunities, and the Primary field on this object is used to highlight one contact that is especially important to the opportunity. While built-in report types expose this field, the Primary field cannot be added to custom report types that include the Opportunity Contact Role object.
This app introduces Primary Contact as a proxy field on the same object, and values in this proxy field always match values in the standard Primary field. As a custom field, Primary Contact can be added to any custom report type that uses the Opportunity Contact Role object.
See https://trailblazer.salesforce.com/ideaView?id=08730000000KcfGAAS for the idea which inspired this app.
Screenshots
Image 1 of 3
Pricing
Free.
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on September 28, 2020
- Languages
- English
- Japanese
- Chinese (Taiwan)
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