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
1 answer
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"
