Opportunity Contact Role has two aspects to it: (1) it represents the role a Contact play on an Opportunity; and, (2) it is a junction object between Opportunity and Contact. As we all know, Opportunity and Contact share a many-to-many relationship. For example, a Contact can play a Decision maker role in one Opportunity; and, an Executive sponsor role in another opportunity.
The challenge arises when one wants to configure automation around the Opportunity object and Contact Roles. For example, let’s say that – (1) whenever someone creates an opportunity for an Account, you want to auto add all contacts as contact roles; or, (2) whenever someone creates an opportunity for an Account, you want to auto add key contacts as contact role for the Opportunity.
How would you handle such a requirement? Well, let us take a business use case and try to understand how one can automate such processes.
Business Use case
Martin Jones is a System Administrator at Gurukul on Cloud (GoC). He is in the process of implementing Opportunity management at GoC. Last week, he received the following request from Pardot marketing team:
- Whenever Opportunities are created for Partner Account, automatically add contacts, with Chief Executive officer in their Title, as a primary contact role on the Opportunities.