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SFDC Manage Opportunity Contact Role

  • Updated

Purpose

Connect SFDC Contacts to Opportunities.

 

Category Location: All, System specific

 

Field Description

Options available when Create is selected:

1.png

  1. Salesforce OpportunityContactRole Data Target: Select the Data target created in Openprise.
  2. Action: Three options are available: Create, Update, Delete: currently viewing options for Create.
  3. Opportunity ID: Select the Opportunity Id attribute. (required)
  4. Contact ID: Select the Contact Id attribute. (required)
  5. Primary: Optional selection, select the attribute that contains the primary value.
  6. Role: Optional selection, select the attribute that contains the role value.

Options available when Update is selected:

2.png

  1. Salesforce OppportunityContactRole Data Target: Select the Data target created in Openprise.
  2. Action: Three options are available: Create, Update, Delete: currently viewing options for Update.
  3. Contact Role ID: Select the attribute that contains the Contact Role Id. (required)
  4. Contact ID: Select the Contact Id attribute. (required)
  5. Primary: Select the attribute that contains the primary value. (required)
  6. Role: Select the attribute that contains the role value. (required)

Options available when Delete is selected:

3.png

  1. Salesforce OpportunityContactRole Data Target: Select the Data target created in Openprise.
  2. Action: Three options are available: Create, Update, Delete: currently viewing options for Delete.
  3. Contact Role ID: Select the attribute that contains the Contact Role Id. (required)

Tips

  • This task requires both the Opportunity ID and the Contact ID to create new records in the Opportunity Contact Role object in Salesforce.
  • If you are updating a record in the Opportunity Contact Role object, you must supply a Contact Role ID.
  • It is possible to create duplicate entries, so checking for existing records with the same Opportunity ID/Contact ID pair prior to creating new records is recommended. 
  • The output data set will contain the following attribute fields which can be used for additional processing:
    • op_contact_role_errors: Text field that contains error messages that occurred (if any).
    • op_contact_role_reference: Contains the Contact Role ID.
    • op_contact_role_status: Contains the action performed: create, update, delete.
    • op_contact_role_success: A boolean field that contains yes/no depending on the success of the operation.
    • op_contact_role_time: Timestamp of the action taken by the task.

 

Examples

  1. Using this task allows you to associate an opportunity to a contact.
  2. Update the Opportunity Contact Role to indicate a contact is Primary, or establish a value for the contact role.