If you need to have at least one Opportunity Contact Role created during the process of creating an Opportunity, then the efficient Swantide Workflow is the ideal solution for you. By implementing the Swantide Workflow called "Create Opportunity Contact Role on Opportunity Creation," you can streamline the creation of an Opportunity Contact Role for your initial stage opportunities. This workflow enables you to automatically establish a link between Contact Role creation and Opportunity Creation, thereby reducing unnecessary clicks and optimizing the efficiency of your Opportunity Creation Process.
Here's how you can set it up:
When you are ready to enable this workflow, make sure that there is a Contact Lookup field present on the Opportunity Page Layout. For this example, we will be using the Contact Lookup field named "Economic Buyer."
Variable Inputs:
Input the Opportunity Type that this Workflow should be Associated too.
Input the Contact Lookup field on Opportunity that will create the Opportunity Contact Role. Note, please ensure that the Lookup API field name on Opportunity corresponds to the Role Label Picklist Value Name on Opportunity Contact Role.
For example, if I have a Role on Opportunity Contact Role called "Economic Buyer", then the Contact Lookup Field API Name on the Opportunity should be "Economic_Buyer__c"
Go to Setup > Object Manager > Opportunity > Field in Scope
How this will work in Salesforce
When creating the New Opportunity, select the Opportunity Type that matches the Variable Input, for this example, we selected "New Customer"
Select the Contact that should be set as the Opportunity Contact Role by selecting a Contact under the Contact Lookup Field on Opportunity. In this example, we will match the Variable Input "Economic Buyer"
And TADA! The Opportunity Contact Role has now been created when you created the Opportunity!
