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Marc BrownMarc Brown 

Validation Rule Question

Need: Only allow one opportunity contact role per opportunity with the below roles.

Object: Opportunity Contact Role
Field: Role

Decision Maker
Executive Sponsor
Evaluator

The opportunity could have one of each, but not multiple Decision Makers, Executive Sponsors or Evaluators.  
Best Answer chosen by Marc Brown
Steve MolisSteve Molis
I don't think you'll be able to do that with a validation Rule, the Validation Rule Formula can;t eveluate the other Contact Role records

All Answers

Steve MolisSteve Molis
I don't think you'll be able to do that with a validation Rule, the Validation Rule Formula can;t eveluate the other Contact Role records
This was selected as the best answer
Marc BrownMarc Brown
Thanks Steve
Steve MolisSteve Molis
You might be able to do something with a custom text field defined as unique (no duplicate values) that you update with the OpportunityID and the Contact Role via a Flow or something like that
Marc BrownMarc Brown
That's my next thought. Much appreciated Steve.  
Steve MolisSteve Molis
Good luck!