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Primary Opportunity Contact Role

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

Overview

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
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

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