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Can we write some validation on the contact role insert?
Hi All,
Can we write some validation on the contact role insert?
I have a situation when account contact role is insert we need to put validation for the "Team Leader" role i.e. this role we must have Contact,Email values.
Please if you need more detail you can ask.
Please provide any solution you can.
Thanks,
RV
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1 Reply
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Hi Rajesh,
We cannot add any validation on the contact role. Even trigger does not work on the Account contact role.
But there are ways to achieve the Opportunity Contact Role, may be this can help you :-
1. Simply remove the [New Opportunity] button from the Opportunity Related List on the Account Page Layout. This will push your users to click on the Contact to create the Opportunity which will automatically make that Contact the Primary Contact on the Opportunity.
2. There are free App's on the AppExchange that you can download.
1. https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016cbDEAQ
2. https://appexchange.salesforce.com/listingDetail?listingId=a0N300000025Vs1EAE
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