Skip to main content
Topics#Data ManagementLEAH Gus の質問
LEAH Gus (Gus) が「#Data Management」で質問
2019年2月12日 19:30

create a rule that prevents more than one contact per contact role on opporutnities

How do I create a rule that will prevent users from adding two contacts on the opportunity in the contact role list with the same contact role?

 

 
2 件の回答
  1. Amit Datta (Wipro)
    2019年2月12日 21:02
    looks like there is no easy way to accomplish this. Vote for the below Idea. It may be available by this year. 

     

                    https://success.salesforce.com/ideaView?id=08730000000DpQGAA0

     

    I see that on adding Opportunity team trigger on Opportunity gets triggred. So you can put a query on Opportunity Trigger for the Object "OpportunityContactRole" (where contact role is stored). and check if there  are more than one contact role for that opportunity. Though not a neat solution still it should work.

     

    Regards,

     

    Amit.
回答を記入...
0/9000