Скачать или смотреть Salesforce: How to Add Opportunity Contact Role Id to Reports

In this video, I will show you how to add an Opportunity contact role id to your reports so you can easily export them. Watch at 1.5x speed for better experience!

CASESAFEID(Id) - add this to your formula editor when creating a formula field.

This is a simpler approach to retrieving contact role id rather than running a SOQL query or exporting them out of data loader. Even if you retrieved it from data loader you would have to do a VLOOKUP or XLOOKUP to match opportunity id's.

You will also need to create a report type in order to see this in your reports. The primary object is Opportunity and the child object is the opportunity contact role.

You can clean up contact role id's if for some reason you see duplicates or you can do a mass update on contact roles records to set Primary = TRUE.

Video
How to create a custom report type:
   • Salesforce: How to Build a Custom Report Type  
Resources:
https://help.salesforce.com/s/article...
https://help.salesforce.com/s/article...

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