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In Classic the Opportunity Primary Contact Role would be defaulted into the Quote Contact name.

In Lightning it doesn't. Contact name needs to be picked from a pull down. Does anyone have a declarative solution for this? 

3 件のコメント
  1. 2017年5月25日 19:43
    @Priyanka Kumar I know you had replied back to me that you didn't see the Contact Name pre-populate when creating a new quote from an Oppty in Classic, but I am seeing this behavior in my org similar to @Erik van den Hurk

    .

    I checked my org to be sure there weren't any Triggers or Validation Rules that could be populating this value and there are none. Attaching a screen shot to show you what happens in my org for reference.

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