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Add the "Is Primary" and "Role" constraints to the "Has Opportunity" SFDC filter

Add the "Is Primary" and "Role" constraints to the "Has Opportunity" SFDC filter

Status: Open Ideas Submitted by Level 2 on ‎06-23-2021 06:53 PM
Comment

For instances synced with Salesforce:

 

Currently the "Was Added to Opportunity" filter can be filtered by using the contraints:

  • Is Primary
  • Role (i.e. the Contact Role)

These 2 constraints are currently missing from the "Has Opportunity" filter.

 

It would be beneficial if the "Has Opportunity" filter could be filtered by the "Is Primary" and "Role" fields given that the "Was Added to Opportunity" data is only retained for 25 months whilst the "Has opportunity" field is retained for longer (I don't think there's any limit?).

 

Note that a possible workaround to the "Was Added to Opportunity" being retained for only 25 months could be to recreate the "Was Added to Opportunity" activity by setting up an automated process in SFDC to remove contacts from the opportunity in SFDC and then re-add them 25 months after they were added as a contact role. Annoying having to do this though.

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