Opportunity Contact Role represents the role of Contact/Person account on an Opportunity. There is many-to-many relationship between Opportunity and Contact, through a junction object called OpportunityContactRole. In an opportunity, you may add many opportunity contact roles. There is no restriction on Account from which the Contact can come, you can add any Contact from any Account. For example, Rakesh Gupta might be the Executive sponsor for the opportunity “Universal Container”, and Edna Frank might be the Quality Control for same Opportunity.
How to define Contact Role ?
According to your business requirement you can modify contact role for Opportunity.
To define contact role for Opportunity follow the steps Name > Setup > App Setup > Customize > Opportunities > Contact Role
If you want to add new role click on “New” Button, for reorder or make some value default click on “Reorder” button and save it.
Contact Role fields?
Below are the list of contact role standard fields, which Salesforce does not allow us to add any new custom field on Opportunity Contact Role.
How to add contact as a Contact Role inside Any Opportunity?
First choose the Opportunity in which you want to add Contact Role, then go to “Contact Role” related list click on “New” button.
Select Contact and its Role for particular Opportunity. You can make any contact as primary.
And Click on Save. You can add same contact as many times in Contact role for same opportunity.
Scenario: – Few days back I got one requirement where user wanted to update Name of all Tasks with “Primary Contact role “related to an opportunity when contact role is updated as primary.
Note: – There is certain restriction on this object unlike other system objects
- We can’t add any custom fields into OpportunityContactRole Object.
- We can’t add any validation rules on OpportunityContactRole object.
- We can’t create any trigger on this OpportunityContactRole Object.
To implement above scenario we have to use Apex Schedule class and Inline VF page concept. I will explain these concepts in my next blog.
Related Ideas:- Make Opportunity Contact Roles RecordType Specific