Contact Role Requirement Opportunity

[Anonymous]

Hello,

Since Marketo is looking at everything as leads across the board (SFDC), I need to a solution for being able to make a contact role within an opportunity required.

We need this requirement, because we are nurturing opportunities.

What is the best way of doing this?

Thanks

[Anonymous]

This would be a Salesforce-side requirement, not a Marketo one. I haven't been able to figure that one out either....We just run a monthly report of opportunities without contact roles, and scold the appropriate sales team. 

[Anonymous]

Hi Naor,

That is what I figured! I just wanted to double check.

Nice recommendation 🙂

David

[Anonymous]

You can also remove the New Opportunity button from all but the Contact record.  Then when the Opportunity is created at a minimum at least 1 Contact Role will be defined.  This has helped our compliance greatly.

[Anonymous]

Hey David,

Our SFDC admin spoke of an App that you can have installed in SFDC that requires Contact Roles on Opps. Our organization declined to pursue it so I don't know too much about it, but maybe something you can ask your SFDC admin about!

[Anonymous]

Hi Jeff,

Do you know by any chance what the name of the App is?

Thanks for everyone's input.

David

[Anonymous]

Hi Naor,

I noticed you said you ran monthly reports on optys that don't have contact roles. Do you do this in Marketo? And could you either type our or send me a screenshot of how you set that up?

I'm probably being too hopeful, because I'm pretty sure Marketo doesn't provide reports on accounts or opportunities, but I thought it wouldn't hurt to ask -- just in case I'm missing something.

Thanks!
Melissa

[Itay_Billet4]

Hi David, this is the app that you can use to validate if there are contact roles within the opportunity: https://appexchange.salesforce.com/listingDetail?listingId=a0N300000025Vs1EAE (you'll need to know your way around Apex code language if you want to customize it).

Melissa, I'm not sure if you can get this reportin Marketo, but I found this discussion in SFDC community that explains how to create this report in SFDC: https://success.salesforce.com/answers?id=90630000000gyIgAAI

Hope that helps


Itay