Product: Omatic Cloud
Description: This solution presents instructions on using the Contacts & Any Objects formula type to map Opportunity Contact Role
Environment: Salesforce
Versions: All
Answer


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 John Smith made a donation, and he wants his partner, Jane Smith, 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 Primary Contact's Gift Constituency


By default, your Contacts will be given a role on new donations (Opportunities). This default role is defined in NPSP Settings > Donations > Contact Roles. The formula type necessary to designate your own Opportunity Contact Role is Contacts & Any Objects. You will notice that after selecting this formula type, it will automatically load the Contacts object. To load the Opportunity Contact Role object, as well as Opportunity Fields, see below.


On the Data Mapping screen, select +Add/remove objects:

 

Next, search and select Opportunity Contact Role (nestled under the Contact object), click "Load Opportunity Fields", and Opportunity (nestled under the Opportunity Contact Role object). 



The required Opportunity Contact Role fields is:

  • Role
    • If you have a field in your data source indicating the role, you can map that to Role. Alternatively, you can define this value if it is consistent across all records in your source data.



Note: if you are adding an OCR for a primary contact other than the default value assigned in your NPSP Settings, it will add two OCRs. 

Example: In Salesforce NPSP, you have a default OCR of "Donor." If you map "Guest" as the Role, both OCRs will display for that contact in Salesforce.




Mapping Opportunity Contact Role for a Secondary Contact's Soft Credit


Let's say your source data contains one row of data with two separate contacts (the primary, and the secondary). You'd like to capture the secondary contact as a Soft Credit. Your incoming data might look something like this:


To load the Opportunity Contact Role object, as well as Opportunity Fields, see below.


On the Data Mapping screen, select +Add/remove objects.


Search and select Opportunities (nestled under the Contact object), then Opportunity Contact Role (nestled under the Opportunities object), and click "Load Contact Fields". Select any additional fields you'd like to map for both objects. The required field for Opportunity Contact Role is:

  • Role
    • If you have a field in your data source indicating the role, you can map that to Role. Alternatively, you can define this value if it is consistent across all records in your source data.


The new sections available for mapping should look like this:


You will map the data from your source for the Primary Contact here:


Next, you will map the Opportunity data here:



You will then map the Opportunity Contact Role for the secondary contact here:


Lastly, you will map the secondary contact's first name, last name, and any other information you'd like to capture here:


Note: the sections are collapsed in this view. 

Note: for more information on data mapping, please refer to this solution.