skip to Main Content

Opportunity Contact Roles Finally Get New Customization Features

A major change we’ve all been waiting for is finally here! New customization options on the Opportunity Contact Role object are coming with the Winter ‘20 Release. Previously, this object had frustrating limitations. The addition of custom fields and page layouts, validation rules, and Apex triggers will address many of these complaints.

The ability to track more specific, custom data on the Opportunity Contact Role will enable more precise ROI and revenue attribution. For example, Opportunities can now be tracked back to things like lead conversion, campaigns, contact roles and more, as well as to specific roles, titles, and individuals.

These enhancements will also make it significantly easier to perform automation based on the contacts associated with an opportunity, which until now has required difficult workarounds in code. For example, it will now be possible to create a rollup summary field for Opportunity Contact Role and to automate things like Contact Status updates.

For more details on these changes, check out the Winter ’20 Release Notes.

Back To Top