Automatic rollup or lookup of non-primary opportunity contact role - Answers - Salesforce Trailblazer Community
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Christina ZhouChristina Zhou 

Automatic rollup or lookup of non-primary opportunity contact role

Hello! I'm currently stumped by this question, would appreciate some help!

I would like to determine whether or not there is a Opportunity Contact Role on Opportunities with the Role 'Economic Buyer'. This Contact Role may or may not be the primary contact. I would like to report on Opportunities that do not have this role filled out. 

I don't really care whether it's a count, a lookup, or (most ideal) concatenated list of names at this point. Really wish we could do a rollup summary on this object! 

What I've tried:
-Flow + Inline Visualforce -- this seems like the most promising option, but I'm having trouble with the flow setup part and would love a simpler solution. http://succeedwithsalesforce.com/using-inline-visualforce-page-and-auto-launched-flows-to-trigger-actions-on-unsupported-objects-process-builder-and-apex-trigger/
-Rollup Helper -- seems like it needs to be scheduled?
-Flow + Process Builder --  in the second example, looks like it's using the primary contact field on the opp to fire the PB. https://judisohn.com/2015/04/06/using-salesforce-process-builder-flow-with-opportunity-contact-roles/
-Declarative Rollup Summary -- triggers don't seem to work on OpportunityContactRole

Another option I haven't tried:
-Turn the output field into an input -- have people enter the Economic Buyer on the Opp, which then adds an Opportunity Contact Role with the Role "Economic Buyer". The main drawback is that it's hard to add more than one, but that may be fine. This also introduces multiple locations where Opp/Contact data entry can happen, which might introduce confusion.

Would love your thoughts! 
Best Answer chosen by Christina Zhou
pratima shrivastavpratima shrivastav
You can create a report type if you just need opps with no contact roles at all.But if you want opps with Contact roles with No economic buyer then you will have to use the report I mentioend and filter out the Opp whcih have no economic buyer contact roles. You can also hide COntact roles details if you odont want to show all the details.
If you just want to report on  opportunity, there is another report type available called Opportunities.
I hope this helps.  Try playing around with thses reports.
Thank you 

All Answers

pratima shrivastavpratima shrivastav
Hi Christina,
Have you tried reports of type Opportunities with Contact Report? It is a standard report.
Christina ZhouChristina Zhou
Is there an easy way to see Opportunities Without Contact Roles in that report? Or would I need to create a report type? The main use case would be going through a list of Opps and determining which ones need to determine this. 

I also want to report on other Opportunity level things without seeing contact roles details. 
pratima shrivastavpratima shrivastav
You can create a report type if you just need opps with no contact roles at all.But if you want opps with Contact roles with No economic buyer then you will have to use the report I mentioend and filter out the Opp whcih have no economic buyer contact roles. You can also hide COntact roles details if you odont want to show all the details.
If you just want to report on  opportunity, there is another report type available called Opportunities.
I hope this helps.  Try playing around with thses reports.
Thank you 
This was selected as the best answer
Christina ZhouChristina Zhou
Thanks Neha. I realized it actually is important that this live as a field on the opportunity or is referenceable via a formula -- I want to make a field on the Opportunity that scores a deal based on whether there are values for a handful of fields, including this one. Creating a new report type seems like a helpful solution to my original question, but doesn't completely solve the problem. 
Christina ZhouChristina Zhou
FYI -- ended up making a custom looking field on the Opportunity that adds a contact role if that person isn't already a contact role (flow + process builder). I think the custom report type was a great idea, but slightly not what I needed this time around. Thanks though!
pratima shrivastavpratima shrivastav
Thanks for the update @Christina. That is a great idea.