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Opportunity Validation Rule on Contact Roles

Accounts & Contacts

I am looking to create an Opportunity Validation Rule on Contact Roles. Right now you can do this on Products to make sure you have a Product. I want to be able to do this on my Contact Roles to make sure all Opportunities have a Contact Role

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Latest Comment from Salesforce

  • Karen Otuteye - 6 months ago

    We have made some recent enhancements to Opportunity Contact Roles that may fit your use case. There is a ContactId field on opportunity that stores the ID of the primary contact (as defined on the opportunity contact role), which can be referenced in validation rules. Here's an example:
    ISPICKVAL(StageName, "Closed Won")
    && ISBLANK(ContactId)
    Additionally, we now support triggers, workflows, processes and flows on Opportunity Contact Roles, which can be used to automate the creation of contact roles. Check out the Winter '20 and Spring '20 release notes for more info.
    https://releasenotes.docs.salesforce.com/en-us/spring20/release-notes/rn_forcecom_flow_pbuilder_ocr.htm
    https://releasenotes.docs.salesforce.com/en-us/winter20/release-notes/rn_sales_opportunity_contact_roles_customize.htm
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