Description
Description
User Story
As a Development Manager/Officer, I need to ensure that the “Decision Maker” of Gifts in will (GIW) opportunities and Gift/pledge, are easily identifiable, throughout its life cycle.
Such that, I am aware at all times, who is driving the GIW Opportunity interest.
Acceptance Acceptance Criteria
Turn off the current automation to add contact roles to Opportunities when a Contact is created/updated/deleted (For all record types)
Amend the existing logic that adds the contact roles to Opportunity when created - To add only for Household Account Opps Opportunities with only one contact and set the Primary true, Role Associated contact and copy phone and email
Throw and error when stage is changed and Contact Role with Primary contact blank throw an error
For existing opportunities when there is a stage change the users can see error if there is no contact role with Primary checkbox ticked
Add the Contact Roles tab next to Details tab (GIW opportunities)
Add the Contact Roles tab next to Details tab - Swap the Soft Credits Tab confirmed by Monica
Gift/Pledge Opportunities - Can’t move back the stages from Gift Handover to backwards (Check if existing?)
Add a logic to check if Opportunity linked Account has at least one linked contact - If not throw an error either at Opportunity creation or if existing at stage change
Create a condition at contact role level that Primary checkbox can be ticked only if the Role = Associated Contact
Note: The errors for stage changed will be ignored for Closed Lost (as contact utility function might cause issues)
Data Cleanup for existing Opportunities with Contact Roles - jessica.woodMonica KluegelAlainGasquet to discuss and agree
Technical Design:
Update Deactivated the existing flow - Usyd “Usyd move contacts related to Account to Contact Roles => To add contact role when Opportunity is created (where Account record type = Household and has only one contact linked)
Remove the code logic to add contact automatically to Opps when a new contact created
Add a logic and validation to throw an error when an Opportunity stage changed
Add contact role tab to the page in GIW
Move the contact role tab up in the page related to Gift/Pledge record typeRoles”
Created a new auto launched flow to throw error when a new Opportunity created “Create Opportunity Contact Role”
Check if no contact throw an error
Check if has only one contact with Household Account then automatically create the contact Primary Contact Role
“Create Opportunity Contact Role” - is called in the Opportunity After Save main flow
Updated the flow - “Opportunity Before Save”
To check when stage changed (except stage = closed lost)
If contact role exists with Primary - throw error at least one Primary contact role required
If contact not existing linked to Account - throw error at least one contact required
Test Scenario:
Create an Opportunity where Account Record Type = Household and Contact count > 1
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When we change the Stage it shouldn’t throw an error
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Test Scenario 5:
For O2G opportunities changed the Contact Roles tab to be available after All Details as highlighted.
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Test Scenario 6:
GIW Opportunities - Add Contact Roles tab after All details
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Test Scenario 7:
Create an Opportunity where Account has no contact linked
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Test Scenario 8:
Primary checkbox at Contact Role can be checked only if the Role = Associated Contact
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