#Contact Roles0 personne en discute

Hi, I would like to make the opportunity contact role required on opportunities from a specific stage onwards. A validation rule is not an option as it would not work on Related Lists, neither is coding.

Any suggestions?

Ideally I would like the users to be prompted to selecting a contact role as soon as the hit save.

#Sales Cloud #Contact Roles 

Hi Trailblazers, I am doing Lightning Migration and I have to switch from "Account Contact Roles" to "Contacts to multiple accounts" feature. How can I map the roles on Account Contact Roles to roles on Account Contact Relationship object for existing records, any suggestions would be highly appreciated, thanks!!

Hi i am new to trail Head, Can anyone help me to learn this some topics.... I have some doubts in this topics..Can anyone help me for all..

Hi dear how to resolve this problem pls help me on the topic of creating a opportunity and adding a contact roles in this opportunity.....

Is there any plan to incorporate this into the Campaign Influence modeling? I would love to be able to use this functionality for my ABM campaigns so we can show & measure influence. I would imagine this would require the ability to add Accounts as Contact Roles or an auto-association behind the scenes?

This may seem like a no-brainer but I gotta ask, validation Rule question: I want to write a validation rule that states before an opportunity can go to Closed Won, there must be two specific contract roles defined on the opportunity. Can I write a formula that references a related list on an object? Because I'm trying to insert the field but I notice that Contact Roles is not available as a field.

I assume that this is because the reference is to a related list. And if so, any idea of a better solution? I thought about creating lookup fields for both of these on the object itself, but it seems redundant. 

Contact Roles and What I should Avoid? Or at least Consider? 

I'm about to go down what I think is a rabbit hole in trying to create Contact Roles.  I realize folks probably use them differently every where you go.  I was hoping though that some folks could share something they have learned along the way to help me?  

My use case: I was thinking of using the Contact Role as a way to help populate a contact field in another record in a related object.  Perhaps we want to attach the influencer's name somewhere, or the Executive Sponsor.  Something like that... 

Hi, glad to join this group as my company get more demanding for complex automations haha.

I am hoping someone can help me work out if I can use Process Builder to add all contacts from an account to a campaign based on an Opportunity being won. Not ideal for a solo admin automation novice. :)

I have worked out the criteria for won...

But having problems working out how to add them all.

At a minimum to add those who are Contact Roles - but ideally all that are listed as contacts in an account. 

Immediate Action: Create Campaign - record type: Campaign Member.

Field: Campaign ID, Type ID, Value X

Field: Status, Type Picklist, Value X

Then how do I reference Account to bring in multiple contacts??

The idea is that I can then use this campaign to send out Onboard comms using Pardot. 

Hopefully can do this without using flow, as even more of a novice at that, 

Thanks in advance!

When my Users create an Opportunity from a Contact related list, the Contact shows up in the Contact Roles related list on the Opportunity.  Is there a way to have the Contact also show up on a Contact Lookup Field on the Opportunity when the new Opportunity screen opens?  I can fill it in later with a Process Builder, but is there a way to have it populated when the new screen shows up?  Thanks

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