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Problem: Salesforce doesn't offer standard or customizable business rules on what contacts you need to have defined when a contract is put into place. For example, it is possible to create a contract, but not have any contract contact roles or the correct contact identified for a contract.

Solution Design:

  1. Create a # of Contacts number filed on the Contract object.
  2. Create a rollup setting in Rollup Helper as follows:
  • Parent Object: Contract
  • Parent Field: # of Contacts
  • Source Object: Contract Contact Roles
  • Source Field: Choose ANY field
  • Filter: Create a filter if you want to optionally filter the child records that are countered.
  • Schedule: It is mandatory to create a scheduled rollup for this object.