Product: Omatic Cloud
Description: This solution presents instructions on using the Contacts & Donations (Enhanced) formula type to map Opportunity Contact Role
The Opportunity Contact Role represents the contact's role on an Opportunity. An Opportunity can have many Opportunity Contact Roles. For example, let's say Betty White made a donation, and she wants her partner, John White, to be soft credited. The Opportunity Contact Role can appear as the following:
Why Map Opportunity Contact Role?
Since Opportunity Contact Roles give insight on a contact's role in the donation, it can be critical to capture these values for acknowledgment purposes. Depending on the type of donation or opportunity, it may not make sense to assign the Primary Contact just as a "Donor." Perhaps "Event Registrant" or "Gift-in-Kind Approver" is a better fit when describing these different types of Gift Constituencies. Finally, assigning Opportunity Contact Roles to additional Contacts gives you the ability to associate multiple contacts with one opportunity, as Soft Credits.
Mapping Opportunity Contact Role as the Secondary Contact's Soft Credit
When importing Contact and Gift information into Salesforce, you can use the Contacts & Donations (Enhanced) formula type to add a role to an Opportunity for a secondary contact. To accomplish this, your incoming data will have to have the primary (or main donor) and secondary contact on the same row. If you are importing a flat file, it should look like this:
In the above scenario, we can expect an Opportunity to be created for Elizabeth White. When building the formula, you can define a Role for John White.
Start by selecting Contacts & Donations (Enhanced), and then give your formula a name. Then, click "Next"
On the Data Mapping screen, map to the Contact and Contact / Opportunity objects as you normally would. Next, you will map to the Contact / Opportunity / Opportunity Contact Role to add the OCR for your secondary Contact.
Note: in order to add the Opportunity Contact Role for the secondary contact, you will need a Contact ID. This can be the Salesforce Contact ID, or an external system ID. You can read about creating an external ID custom field here.
If the role is not determined in your incoming data, you can use the Defined function in Omatic Cloud to enter a static value. The mapping should look like this:
Note: for more information on data mapping, please refer to this solution.