Primary Opportunity Contact Role logo

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

Edit Opportunity Contact Role modal showing standard Primary checkbox

Image 1 of 3

Edit Opportunity Contact Role modal showing standard Primary checkbox

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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