Opportunity Contact Role Validation

Problem

Your organization needs to make sure Opportunity Contact Roles on a deal have been entered.

Solution

You can create a rollup along with a formula checkbox to determine whether or not the Opportunity Contact Role was entered.

Create a new custom field (using Text Area as the data type) on Opportunity. You can name it "Contact_Roles_Assigned__c." This field can be removed from the page layout.

Create another custom field (using formula checkbox data type) on Opportunity. The formula would look similar to this: if ( Contact Roles Assigned__c = "", True, false ). You can call the field "Contact Role Missing?," and set it in the page layout.

Create the rollup:

• Select Opportunity as the Destination Object
• Select "Contact_Roles_Assigned__c" as the Target field
• Select Opportunity Contact Role as the Child Object
• Use the default Relationship Field
• Select Text as the Rollup Type
• Select Contact Role ID as the Source Field
• Create New Filter is optional
• Save and Run the rollup
  

The Contact Roles Assigned__c field will show True if there are no contact roles. It will show false if contact roles exists.

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