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Topics#Data ManagementLEAH Gus's Question
LEAH Gus (Gus) asked in #Data Management
Feb 12, 2019, 7:30 PM

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 answers
  1. Amit Datta (Wipro)
    Feb 12, 2019, 9:02 PM
    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.
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