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Opportunity Contact Roles Validation




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Latest Release



Improving value of contact information

Require Opportunity to have identified Contact Role or Primary Contact Assigned at a certain stage in the Opportunity Selling Process.##Easily customizable validation rule to fit your specific selling methodology.

  • View/Report on Number of Contact Roles identified for the Opportunity
  • View/Report if Prmary Contact is identified for the Opportunity
  • Leverage standard validation rules to ensure that Contact Roles identified in the appropriate step in the Sales Process
Enables ability to require contact roles to be required during opportunity selling process. ##Creates 2 custom fields on Opportunity: Number of Contacts and Primary Contact Assigned. ##APEX trigger updates those fields every time before Opportunity is edited. ####Create your own validation rules to restrict Sales from moving forward in the Sales Process if Contact Roles are not set. ####For Example (if Stage > Proposal and Number of Contact = 0).####NOTE: In some instances your validation rules, field-level security or insufficient test class coverage may prevent you from deploying this application. We recommend troubleshooting the install sequentially by: de-activating your validation rules on Opportunity, Contact, Account; reviewing existing field level security on standard fields on those objects; and confirming that your existing APEX test class coverage > 75%.


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited, and Performance EditionsEnterprise & Up
  • View and edit this package’s code and metadataEditable Code

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 0
  • Custom Applications: 0
  • Custom Tabs: 0

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
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Other System Requirements
No additional system requirements

Support Support not provided

Support not provided

Additional Information

Package Name
ContactRolesRequired / 1.0.0
First Release
Latest Release
Pactera Technology International, Ltd.
Charlotte, North Carolina, United States

Pactera (NASDAQ: PACT) is a trusted consulting and technology services partner with proven global capabilities, quality standards, and efficient delivery processes, making us your global partner for a new era.####Since 1995, Pactera has delivered world-class Business / IT consulting, solutions, and outsourcing services to our global clients. We have a strong track record of developing advanced technologies, process innovations and business models for a wide range of Fortune 500 clients spanning many industries including the Financial Services, Technology, Telecommunications, Travel and Transportation, Energy, Life Sciences, Manufacturing and Retail & Distribution sectors.####Our CMMI Level 5 rating combined with CMMI-SVC Maturity Level 3, Six Sigma, ISO 27001, ISO 9001:2008, SAS70 and PIPA enables us to provide our clients with the highest quality service through industry-leading security practices.

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