Opportunity Validation Rule on Contact Roles - Ideas - Salesforce Trailblazer Community
Trailblazer Community

All Ideas

Idea Details

Post an Idea
4,540  Points
Idea has been posted. Give it an upvote or downvote.

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

Merge Idea · Flag

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.
  • Upvotes
  • Downvotes



from AppExchange

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.