SFDC Manage Opportunity Contact Role

Purpose

Connect SFDC Contacts to Opportunities.

Category Location: All, System specific

Field Description

Options available when Create is selected:

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:

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:

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.