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Opportunity Primary Contact Required
Ensure your users define a primary contact at a certain opportunity stage.
- Business Need
- Admin & Developer Tools
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
Compatibility
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
Additional Requirements
No additional system requirements
App Details
- Version
- Opportunity Primary Contact Required/Winter 12 1.3.0
- Listed On
- 12/04/2008
- Latest Release
- 04/28/2023
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.Lightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Editable CodeThis product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
- Native AppLightning ReadyEditable Code
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 0Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/12/2011
Additional Details
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.
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