AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Opportunity Primary Contact Required

Ensure your users define a primary contact at a certain opportunity stage.

Overview

Will make a primary contact required on an opportunity. This should be TESTED in sandbox prior to deployment in production. Last update: Oct 12, 2011

1 of 2

Insure compliance having primary contacts on your opportunities. Sample Usage: When the stage is > Value Proposition make a primary contact required Formula: CASE( StageName , "Stage to be Required 1",1, "Value Proposition",1,"Id. Decision Makers",1,"Perception Analysis",1,"Proposal/Price Quote",1,"Negotiation/Review",1,"Closed Won",1,0) Using a formula allows you to define business rules without modifying APEX code.

Categories

Business Needs
Admin & Developer Tools
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code