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Ability To Not Duplicate Opportunity Contact Role

I am currently working on a Luminate to Salesforce Team Raiser donations formula and if the external Id for the participant and constituent match this causes duplicate opportunity contact role records.


Hi Ed,


This may be resolvable with some configuration changes in the formula.  If you would like, I can convert this idea to a Support ticket to get direct assistance from our team.  Just let me know!


Thank you,


Amanda Tetanich

Senior Product Manager | Omatic Software

 

Hi Amanda,


My consultant, Cody Murray, couldn't figure out how to configure the formulas to avoid this.


Please submit a support ticket to see if we can address this.


Thank you.

Hi Ed,


Will do! Cody is one of many awesome thinkers on our team, so it's worth a try to see if someone else has an idea how to resolve this without updating Omatic Cloud.  If it is a flaw in the application's logic that we're able to resolve with a code change, we will take give that a try too.  I'll convert this idea to a Support ticket now.


Best regards,


Amanda Tetanich

Senior Product Manager | Omatic Software

 

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