All Ideas

Idea Details

Post an Idea

This idea has been delivered and can no longer be voted or commented on. If you’d like to add to this conversation, please post a new idea.

6,440 Points voting closed

Delivered in Winter 20

Judi Sohn

Process Builder - Allow Action to create Opportunity Contact Role record

Process Automation

A common request is the ability to automatically create an Opportunity Contact Role record based on the contact that is selected in a custom lookup field. A nonprofit use case is the specific contact who is the primary Solicitor of a gift, who is not a user in the instance. The organization would want this as both a parent record (lookup) as well as a contact role for proper soft credit accounting.

It would be ideal if a Process could be built to automatically create that record based on the ID in the contact lookup. It does not appear that the Opportunity Contact Role object is available to select in a Create Record action:

OCR action create record

· Flag

Latest Comment from Salesforce

Karen Otuteye - 1 year ago

You can now create an Opportunity Contact Role within a Process! This functionality was delivered in the Winter '20 release.
- Flag

Comments ( 46 )

Sort By

Karen Otuteye - 1 year ago

You can now create an Opportunity Contact Role within a Process! This functionality was delivered in the Winter '20 release.
- Flag
Micah Perry - 1 year ago

I think this should be marked available, right?
- Flag

Paige Hoff - 1 year ago

We require our sales team to add a primary contact on the quote and want to take that value and add to the opportunity contact role for Marketing. It will streamline everyone's process workflows making us all more efficient and keeping both sales and marketing happy

Flag

Debra Anderson - 1 year ago

As we try to improve Campaign metrics by ensuring users add at least one contact to each opportunity this would help to facilitate this process!
- Flag
Karen Spence - 1 year ago

We need this ability in the for-profit world too!
- Flag
Jess Mons - 1 year ago

Needed!
- Flag
frank troxell - 2 years ago

I upvoted both....need this!
- Flag
Andy Kallio - 2 years ago

I think this idea should be merged with this one: https://success.salesforce.com/ideaView?id=08730000000DpQGAA0

So, if you voted for this but haven't voted for that yet...please go vote.
- Flag
Anais Ofranc - 2 years ago

Very much needed.
- Flag
Olena Tokar - 3 years ago

Would be very useful!!
- Flag
Reshma Ankaiah - 3 years ago

Please enable the feature to update opportunities contact role using process builder
- Flag

Patrick Groeneveld - 3 years ago

I've added a lookup field in the Opportunity that contains a contact, and I thought it would then be easy to add it in the contact roles with Process Builder, but i haven't yet found a way to do that.
This is to workaround the fact that it is not possible to validate an opportunity only if it has a contact associated with it.
And this is also related to Pardot scoring rules.

Flag

Daniel Howell - 3 years ago

A worthy idea! We have created an unmanaged package to help you add Opportunity Contact Roles from process builder. It's a basic flow.

You can find it on our blog post with a few other tools we have while waiting on various Salesforce ideas: http://gravitylab.nz/salesforce-admin-tools/

Flag

Mark Farnell - 3 years ago

From a marketing perspective we would want to be able to look up contacts on the account that had a campaign response date (filtered for specific marketing campaigns) before opportunity create and close dates so that these could be added. This would enable Campaign Influence reports to show the total impact of marketing activity on an account. In many cases the final decision makers on the Opportunity may not be the actual contacts that the marketing engagement on that account started with, but without that marketing engagement the opportunity would not have surfaced.

Flag

Mike Enwright - 3 years ago

Mackenzie,
You will need to pass the account id from the opportunity into the Flow as a Flow variable so you can add a Record Lookup to the Flow. Use the account id variable and the IsPrimary flag in the AccountContactRole table to retrieve the contact id and add it to a contact id Flow variable to use when you create the OCR.