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Primary Opportunity Contact Role

By Justice Nation

Include "Primary" field on Custom Report Types with Contact Roles

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Business Need
Partner Management

Need the Primary field from opportunity contact roles in your custom report type? This simple, efficient package gives you just that!

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
Primary Opportunity Contact Role/One Ton 1.0.0
Listed On
09/28/2020
Latest Release
03/03/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Package Contents
If 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: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English
Japanese
Traditional Chinese

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.
1.0.0
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.
09/28/2020

Additional Details

The Opportunity Contact Role object joins contacts to opportunities, and the Primary field on this object is used to highlight one contact that is especially important to the opportunity. While built-in report types expose this field, the Primary field cannot be added to custom report types that include the Opportunity Contact Role object. This app introduces Primary Contact as a proxy field on the same object, and values in this proxy field always match values in the standard Primary field. As a custom field, Primary Contact can be added to any custom report type that uses the Opportunity Contact Role object. See https://trailblazer.salesforce.com/ideaView?id=08730000000KcfGAAS for the idea which inspired this app.

Need help?

Justice Nation

Boston, Massachusetts, United States

Technical support is optionally available through Tier 9 by Justice Nation. See details at https://github.com/justicenation/sfdc-pocr/wiki

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