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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".
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 = TRUEThen, 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.
| Version | Installation Links |
|---|---|
| v1.0.0 | Production, Sandbox |
Technical support for this app is available through Tier 9 by Justice Nation.