Opportunity Contact Role

  • 1
  • Question
  • Updated 4 years ago
I'm trying to build out a table like functionality from an Opportunity record, where the user can see Contacts assigned as Contact Roles against that Opportunity, and be able to create a new Contact and select the Contact Role and link it to the Opportunity.

Is this possible? What's the best approach for this? I looked at having 2 models and using a Subquery, but couldn't quite get it to work (as the Join Object only allowed me to select from the standard objects, not a model that I've created).

Photo of Lapman Ho

Lapman Ho

  • 240 Points 100 badge 2x thumb

Posted 4 years ago

  • 1
Photo of Rob Hatch

Rob Hatch, Official Rep

  • 44,828 Points 20k badge 2x thumb
Take a look at this sample page,   It is a wizard that allows you to create a new contact and define their role for the current opportunity, and for other open opportunities within the same account.  It will probably give you a few hints. 

Copy the xml in this file into a new page in your org.