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dsfranklin_atx
Trigger Primary checkbox on within Contact Role on Lead Conversion
It appears the Contact Role is an embedded related list in the code and therefore I can't trigger a field update on conversion to set this checkbox. I was able to find the file using sforce explorer but don't know the best option to implement around it. Contact Role Primary = "o.IsPrimary"
It would appear that all converted LEADs into an Opp would have this defaulted to Primary since that is where the primary opp came from.
Thanks,
I was able to find an AppExchange app from Salesforce labs "Opportunity Contact Role" that resolved this. Seems like this is an old request and several people want more access to this area of the code on the UI.
Opportunity Primary Contact Required
Thaks,
All Answers
I was able to find an AppExchange app from Salesforce labs "Opportunity Contact Role" that resolved this. Seems like this is an old request and several people want more access to this area of the code on the UI.
Opportunity Primary Contact Required
Thaks,
See if this helps you get to it. I had to change my user name when I reset my developer force passwd, very strange.
here's the link to the app. I did have to modify it but it was working good.
https://sites.secure.force.com/appexchange/listingDetail?listingId=a0N300000016cbDEAQ
Please vote on the idea forum to fix the problem with opportunity contact roles not beeing set to primary when leads are converted.
https://sites.secure.force.com/ideaexchange/ideaView?c=09a30000000D9xt&id=08730000000HKbnAAG
Does this require user to define a contact role in the screen where the lead is being converted to opp?