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Opportunity Contact Role Validation

Business Problem:  

Your organization needs to make sure that they've documented key roles on a deal. 


You can use Rollup Helper to assist in validation of the presence of this information. 

  1. Create a text area target field on Opportunity Called Contact Roles Assigned.
  2. Do a text rollup (concatenation) from contact role name to the opportunity to get the list of all the roles currently identify.
  3. Build a validation rule that checks if the rolled up text area contains a specific role(s).
  4. Since this is tied to data validation, should have real-time enabled.