Mackenzie Kirkpatrick - 3 years ago
Has anyone found a better way to sync opportunities to Pardot since the only way is through contact roles? Or is there some sort of validation rule someone has that doesn't allow the record to be saved without one? Our sales team often forgets and we need to make sure it's not skipped!
Keith May - 4 years ago
Please show some love to Opportunity Contact Roles or rebuild the functionality so that this kind of issue does not keep happening. When a new feature or tool is rolled out that is exciting and useful, it inevitably seems that it will work for all standard objects except Opportunity Contact Role.
Ayo Oti - 5 years ago
This would be really great! We are using Outlook-Salesforce, and apparently need the Contact Roles to have an Opportunity come up under a Contact. https://success.salesforce.com/answers?id=906300000010wuGAAQ If I could create the Contact Role automatically, my team wouldn't have an extra step to do since we are already creating our Opportunities automatically from a Contact record.