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Primary Opportunity Contact Role
Include "Primary" field on Custom Report Types with Contact Roles
Overview
Need the Primary field from opportunity contact roles in your custom report type? This simple, efficient package gives you just that!
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.
Categories
- Business Needs
- Partner Management
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged Package