Comments on: Opportunities in a Contact-centric Salesforce database

By: kkkkoaaa

kkkkoaaa — Fri, 26 May 2006 15:19:28 +0000

Keep a good job up!

By: Steve

Steve — Wed, 17 May 2006 02:37:31 +0000

Gideon, use the Campaign relationship on the Opportunity to do that. That field isn’t on the Opportunity layout by default, so you may have to show it first.

By: Gideon

Gideon — Tue, 16 May 2006 17:28:00 +0000

This is very useful, Steve, and definitely addresses a problem area we’ve seen. Good idea.

Can you link the donations to events – ie. donations for silent auction, or $$ sponsorship, or $$ for advertising in the event materials?

By: Steve

Steve — Sat, 13 May 2006 00:03:52 +0000

Right. It’s better than nothing but will cause problems is more than one Contact has the exact same first and last name. I’ve thought about concatenating the first and last like you do and then putting the id inside parentheses at the end. Then it would be unique.

By: Tucker

Tucker — Fri, 12 May 2006 18:02:25 +0000

When we spoke of using Contact Roles previously, one of the challenges identified was in reporting, where you could not doa summary report by Contact Fullname. However, this can be resolved by creating a custom formula field on the contact for full name – {!LastName} & “, ” – and using this field for your summary report.