Hello,
I have implemented this very helpful app, "Opportunity Primary Contact Required" (https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016cbDEAQ) for making the Primary Contact required on the opportunity.
I have this set up so that the Primary Contact is required at the "Teach" stage (2nd stage) and beyond. However, I would like to have it required at the "Nurture" stage (1st stage) whenever a rep makes any edits on the opportunity at the Nurture stage.
So, once they've created their Opportunity (Stage = Nurture), and they start adding notes or other things to their opps, they are not able to save until the Primary Contact has been added.
I was thinking of adding a checkbox to the opportunity layout that would get checked once the Primary Contact has been added and then run the error off of that. But I don't know what Process Builder or workflow rule to implement to have this happen.
Any help or suggestions would be great.
Thanks,
Boshra
1 risposta
Hi Boshra,
You can create a process on contact roles which will check a checkbox on the opportunity if a related contact role is crated.
select object:
Add criteria:
Update checkbox:
