Now, I have been able to handle for all the above events EXCEPT for when a contact is added as a contact role. It seems that there is no way to display this information on the contact record or reference the date they were added as a contact role in a formula of any sort. I know I can run a report, but this is not an option for 350,000 contacts!
The reason behind this is basically for data protection, and not wanting to hold a contact record for longer than necessary.
I fear that I could get to a situation where I deactivate and then ultimately delete a contact prematurely when they had been added as a contact role to an important opportunity only last week!
Does anyone know of anyway that I can consolidate all contact roles a contact may have across any object and display this in some way on the contact record?
Thanks in advance,
Marco
답변 2개
Try posting this on developer.force.com boards there maybe a way to update a field on the contact when the contact role is added in Apex, but from what I can see its probably unlikely
