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Marty Chang edited this page Jun 26, 2020 · 2 revisions

The Primary Opportunity Contact Role app (Pocr managed package) provides a workaround for the documented problem where the Primary field (OpportunityContactRole.IsPrimary) is not available in custom report types. See details in Knowledge Article 000314482: "'Primary' Contact Role field not available in Custom Report Types".

Quick start

After installing the package, use Salesforce Data Loader to extract all Opportunity Contact Role records using the query below.

SELECT Id
FROM OpportunityContactRole
WHERE IsPrimary = TRUE

Then, take the results of the extract and use Salesforce Data Loader to update all of those Opportunity Contact Role records, mapping just the Id field. This will cause the Apex trigger to execute, which will accurately backfill your existing records.

Once this is done, you can create a custom report type with the Contact Roles object and add the Primary Contact field (Opportunity.Pocr__IsPrimaryContact__c) to the report type layout. This field will give you the exact same information as the standard Primary field.

Package installation links

Version Installation Links
v1.0.0 Production, Sandbox

Technical support

Technical support for this app is available through Tier 9 by Justice Nation.

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