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Darrell_Alfons2
Darrell_Alfons2
Level 10
April 13, 2017
Question

Salesforce opportunity gatekeeper

  • April 13, 2017
  • 1 reply
  • 1719 views

Has anyone tried the opportunity gate keeper from Full Circle Insights?

appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5OS6EAN

Also here: fullcircleinsights.com/products/opportunity-gatekeeper/

This problem is a hassle and this app looks promising. Sales can create opportunities from the account, quick create, and opps tab without filling out the required information, and this looks like an easy way to enforce.

Or free recommendations is great too!

appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5OS6EAN

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1 reply

Ben_Griffith1
Ben_Griffith1
Level 3
April 13, 2017

Some alternatives would be:

1. create a primary contact field on the opportunity, make it required and have it create a contact role

2. use rules to automatically populate contact roles: could use contacts belonging to the account with activity in the last X time period for example

3. put a trigger on the opportunity to require contact role to move the opportunity forward past a certain stage

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