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주제#Opportunity Contact Roles

#Opportunity Contact Roles토론 중인 항목 0개

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Regina Hodge (Idlewild Partners consultant) 님이 #Flow에 질문했습니다
2024년 1월 19일 오후 5:12
ContactId field on opportunity not populated for 1 record type

I'm working on a build that creates contact roles for people in an account. I've noticed that when creating an opportunity off of the standard related list on a contact, the opportunity field ContactId is populated for all but one of 5 record types when my flow looks for other account contacts. The flow is meant to avoid creating a contact role for the contact off which the opp was created, but since ContactId is null for the record type, both the flow and standard Salesforce functionality create a contact role. I've dug into debug logs and can't figure out why this is the case.

#Flow #Sales Cloud #Opportunity Contact Roles

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Andreana Opralova-Dimova (Salesforce Sales Manager Renewals/Customer Success) 님이 #Automation에 질문했습니다
2023년 1월 30일 오후 1:04
Opportunity Contact Role - Automate an email alert to Primary contact

Hi All!

 

I have been trying to send an email alert that would act as a notification for the primary contact on an Opportunity, when there are 3 months left until the opportunity close date (a renewal model).

I tried both with Flows and PB, but something seems to be missing and the alert is never received. The strange things is that I am not getting any errors, just no results.

 

Here's a summary of what I'm trying to achieve:

- When 3 months before close date are reached - get primary contact from Opportunity's Contact Roles.

- Send notification (email alert) to primary contact

- Create a follow up task 1 week from now assigned to opportunity owner (related to the opportunity that triggered the flow/process)

 

I believe this is best achieved using Flows, however I can't seem to make it work. Any suggestions about how to build my process will be highly appreciated!

 

Kind regards,

Andreana 

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  1. Andreana Opralova-Dimova (Salesforce)
    2023년 2월 15일 오전 9:01

    Just FYI for anyone that might be interested to learn how I achieved this:

     

    1. I created a Record triggered flow and then added a scheduled path where the process would start 90 days before the Opportunity Close Date (that's based on my requirements).

     

    2. Next step was to get Opportunity contact roles where I chose to store all of them in a collection variable, but then specify fields and assign variables manually, where I add the IsPrimary and ContactId.

     

    3. After that I created a decision with a Null check  to make sure that there is  primary contact role. Optionally here, if it is null, you could add an auto-launched subflow (which I did), that automatically adds contact roles to the Opportunity, or add any other default outcome for opportunities that don't have contact roles at all or haven't been assigned a primary one.

     

    4. Next step is to get the primary contact where I specify the id and then store the email address in a text variable.

     

    5. After this I send my email alert, and I should probably specify that the alert is using the email field rather than contact, or contact role. However, my lightning template is using the contact as the related entity type.

     

    6. Optionally, as a last step I create a task (email subtype) to be logged under each opportunity so that the owner can see that the email alert was sent (this is in case you are not using any email integration and log activities manually).

     

    There might be a better way of doing this, but I found out this way works for me and never failed so far to send the notification.

     

    I hope this helps someone else too! :)

    #Opportunity Contact Roles #Email Alerts #Email Notifications #Automation

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Alysse Allen (Salesforce formerly MCAE (Pardot) Consultant/Admin) 님이 * MC Account Engagement (fka Pardot) *에 글을 올렸습니다
2022년 10월 12일 오후 4:59

**PLEASE COMMENT ON THIS POST WITH YOUR QUESTIONS**

Pardot Ask the Expert Office Hours- PREMIER ONLY - 2PM-3PM EST Wednesday Session: Oct 12

Please know this session is reserved for Pardot Premier Customers only.  

 

Register / Join here: https://cs.salesforce.com/events/7013y000002ET3EAAW

 

@Brittany Wilhelms @Maria Scarpitti and I will be hosting our afternoon session today starting at 2pm EST. Please post your Pardot best practice and strategy questions in this thread with the #AskAPardotExpert hashtag so we can go through them during the call. It will be first come first serve on this post. Speak with you all shortly!  

Tips for asking the experts: 

- Make sure you have a Pardot Premier Success Plan

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- Best practice / strategy questions on Pardot functionality and features. 

- Technical / troubleshooting error question? Contact Pardot Support here: https://help.salesforce.com/articleView?id=workcom_contact_support.htm&type=5- In need of more one-on-one help & training? Contact your Account Executive to discuss options

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  1. Nicole Naji
    2022년 10월 12일 오후 6:56

    What are the best practices to have opportunity contact role info in Pardot to create dynamic segmentation list?  One contact could be in multiple opportunities with different roles. We need to define if contact have more than one open opportunity with specific roles in Pardot.  Does Pardot custom object help, or we should create custom fields in Salesforce on contact and account object level?

    Thanks!

     

    #Opportunity Contact Roles  #Opportunity Status #Pardot

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Vladimir Vavilov (CT Consulting More experience - more potencial.) 님이 #Opportunity에 질문했습니다
2021년 10월 27일 오전 10:54
If opportunity is closed lost, then for all contact roles you need to create a task (reminder) call the next day at 12:00.

After defining ID opportunity and contact roles what variables should be in action?   #Flows #Opportunity #Opportunity Contact Roles

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  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    2021년 10월 27일 오전 11:36

    Hi Vladimir,

     

    You could create a record-triggered flow on opportunities (and select "Only when a record is updated to meet the condition requirements") so when the stage is closed lost, you would first Get all related Opportunity Contact Role (where OpportunityId Equals $Record>Id)

    You can then loop through them and create tasks where the whoId is the Loop>ContactId

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Michael Diego (PUMPKIN Sales Opération)
2021년 9월 9일 오후 1:52
Contact obligatory to close an opportunity

Hi everyone ! I would like to make obligatory a contact in an opportunity who passed to state "closed".  I have a lot of opportunity closed without contact ("contact roles") How can i do please ?  I know the function validation rules in an object but not between opportunity and Contacts roles  Thankkks

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  1. Steve Molis (You Owe Me a Beer, Inc.)
    2021년 9월 9일 오후 2:13

    In my org I created a custom Lookup(Contact) field on the Opportunity object, and use a Validation Rule like this

     

    AND(
    TEXT(StageName) = "Closed Won",
    ISBLANK( Primary_Contact__c)
    )

     

    I use a Record Triggered Flow to create an Opportunity Contact Role Record using the Opportunity Id and the Contact Id, so that my Campaign Influence Reports don't "break" 

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Aigul Alybaeva
2021년 7월 15일 오후 6:52
block contact edition from Opportunity Contact Role

Hi Community!

I want to block users who want to Edit or Delete contacts from Opportunity Contact Roles as i have a flow on OPP which updates it from OPP fields.

I tried to hide the button Edit Contact Role, or create validation rule, but can not properly achieve it.

Do you have an idea how to block edition? What would be the VR criteria if VR needs to be created?

Many thanks 

 

#Opportunity Contact Roles  #Validation Rule  #Sales Cloud  #Automation

block contact edition from Opportunity Contact Role

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  1. Tom Bassett (Vera Solutions) Forum Ambassador
    2021년 7월 15일 오후 7:40

    Hello,

     

    Something important to consider here is a Validation Rule could stop your automation from creating records also.

     

    A error condition for this object on it's own would be;

    ISNEW()

     

    However you'd need to customise this to allow your automation and any other 'allowed' users to create roles.

     

    It's also standard behaviour to create a Contact Role on Lead Conversion so this validation rule would like interfere with that too unless there was a exception in the criteria to allow for this. 

     

    I therefore think the best solution is to go into your Opportunity Page Layout press on the Spanner Next to the Contact Roles related list, expand the Buttons section and uncheck Add Contact Role and Edit Contact Roles as necessary which will not interfere with your automation or lead conversion.

     

    Thanks, Tom

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Marian Luisi (Homeserve CRM Architect)
2021년 7월 13일 오후 6:49
Can I create a custom "Add to Campaign" Button for the contact role related list of on Opportunity Page layout?

Using sales console. Users add contacts to campaigns weekly. Users would like to start at the opp and then click contact roles and add contacts to campaigns from there. Help, please?

 

I started by creating a custom list button that displays checkboxes, but not sure where to go from there. Thanks in advance!

 

#Opportunity Contact Roles  #Sales Cloud

Can I create a custom

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  1. Marian Luisi (Homeserve)
    2021년 7월 13일 오후 9:26

    That clip was oh so appropriate and funny.

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Aigul Alybaeva
2021년 7월 6일 오전 11:58
Hide/Remove button "Delete" from Opportunity Contact Role

Hi Community,

Do you know how to hide/remove the button from Opp Contact Role without dev? 

I removed "Delete" button from Opp Contact Role pagelayout, but this button remains still visible. 

Thank you

 

#Opportunity Contact Roles  #Sales Cloud

button.JPG
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  1. Aigul Alybaeva
    2021년 7월 6일 오후 6:08

    I found a workaround:

    • custom checkbox field on Opp Contact Role "Block deletion"
    • validation rile "block deletion = true"
    • delete record triggered flow,  before save with Update record (block deletion = true)
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Megan James (Florence Healthcare Sr. Dir GTM Systems and Enterprise Architecture) 님이 Salesforce Flow Automation에 글을 올렸습니다
2021년 6월 7일 오후 11:27

Hi everyone - hoping someone can point me in the right direction here...

 

I have a request to send an "onboarding" email when an opportunity goes to Signed to various contact roles on an opportunity as well as users within our org. 

 

I have the email template done. I've added a checkbox on the contact role for "should receive onboarding emails" and a formula email field to populate the contact role record with an email from the contact itself. 

 

I already have a process builder that triggers various internal things when the opportunity moves to the Signed stage....

 

Where I am stumped is building a flow that will circle the opportunity to go through all the contact roles associated and grab the ones that have my checkbox marked true and then send the email. 

 

My original plan was to use this example https://salesforce.stackexchange.com/questions/313450/how-do-we-set-up-flow-to-automatically-email-a-subset-of-contacts-when-an-opport but I can't even get past the association of the Opportunity field to the Opportunity ID when trying to create the first "Get Records" step. :( 

 

Any help or guidance would be greatly appreciated! 

Megan

 

#Flow Builder #Flow #Opportunity Contact Roles 

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  1. Daryl Moon (CertifyCRM.com)
    2021년 6월 13일 오후 12:10
    If you use a record triggered flow instead, the global variable $Record will contain the Opportunity ID, no need to do a get records, it has already been done for you.
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Megan James (Florence Healthcare Sr. Dir GTM Systems and Enterprise Architecture) 님이 * Sales Cloud - Best Practices *에 글을 올렸습니다 (최초 작성자: Megan James)
2021년 6월 9일 오후 5:03
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