Hi, I would like to make the opportunity contact role required on opportunities from a specific stage onwards. A validation rule is not an option as it would not work on Related Lists, neither is coding.
Any suggestions?
Ideally I would like the users to be prompted to selecting a contact role as soon as the hit save.
6 answers
Andrew Russo (BACA Systems) 
Forum Ambassador
you could use a record triggered flow with the new custom error message element that i campaigned for. it just came out in winter 24.
the flow would be on the opp then you could go a det records to see if there are opp roles for the opp, if no records are found throw a custom error message to the user.
ba da bing, ba da boom, you got an error!!! yayayyyy
