[SalesForce] Updating Opportunity when Primary Opportunity Contact Role is changed

I'm running into a challenge around automatically updating Opportunities.

My Opportunities' names are generated by a workflow. This workflow pulls from various fields on the Opportunity object. One of these fields is a custom Primary Contact field.
I've written an Apex trigger on the Opportunity that automatically populates the custom Primary Contact field when a Primary OpportunityContactRole is added or deleted.
The problem is, the Apex trigger doesn't fire when I add/remove an OpportunityContactRole – it only fires – and therefore, the Opportunity Name only updates – once I've updated the Opportunity. I've asked our sales reps to click Edit –> Save to induce this renaming behavior.
I'm trying to get the Opportunity to update automatically when a Primary OpportunityContactRole is added or deleted.
However, I can't add Apex Triggers to OpportunityContactRoles, and moving to a custom object isn't feasible right now. Is there any way I could get the Opportunity to automatically update when adding/removing a Primary Contact?

Best Answer

I'd either create a batch job to run every half hour or so, and check for records with a changed contact role, or, replace the page the users are using to change the contact role with a visualforce page, and cause an opportunity update after updating the contact role.

Either solution should get you there, but you'll have to pick one or the other. Personally, I prefer visualforce solutions, since it turns into "when you do this, this happens", instead of "well, it should do it on its own, eventually".

Related Solutions

[SalesForce] Set the first Partner added to an opportunity as “Primary” by default

If the "Partners Section" is a related list of records, I would write a before insert trigger on partner. The before insert trigger would check if the count of partners belonging to the opportunity is zero. If so, it would change isPrimary to TRUE, otherwise, it would do nothing. Something along the lines of:

trigger check_partner_primary on partner (before insert) {
    //create a map to hold opp ids and counts of partners
    map<id,integer> myMap = new map<id,integer>();
    for (partner record: [SELECT OPPORTUNITYIDFIELD, count(id) recordCount FROM partner WHERE OPPORTUNITYIDFIELD in :trigger.new GROUP BY OPPORTUNITYIDFIELD) {
        myMap.put(OPPORTUNITYIDFIELD, recordCount);
    }
    for (partner record: trigger.new) {
        if (myMap.get(partner.OPPORTUNITYIDFIELD) == 0) {
            partner.isprimary = TRUE;
        }
    }
}

}

Now, I am in no way an experienced coder, but I think this is the gist of what you could do. Hope it works!

[SalesForce] Apex Trigger to create Opportunity Contact Role based on Contact Lookup field

Here's some modifications to your trigger that should point you in the right direction. Basically you want to use maps to do what you attempting. Your code was a bit unclear around your delete method. You don't want to do that inside your for loop one record at a time. Collect them all and do it all in a single operation.

If you want to do error handling, adjust the code to get DML save results and use your maps to equate them to the proper opportunity. Be sure to do the Delete operation FIRST since you don't want to have two primary OCR's on the same Opp record!

map<Id,Id>OpOldOcR = new map<Id,Id>();
map<Id,Id>OpNewOcR = new map<Id,Id>();

if(Trigger.isUpdate) {

  for(Opportunity opp : Trigger.new) {
      if(opp.Primary_Contact__c != null && Trigger.oldMap.get(opp.Id).Primary_Contact__c == null) {
            //Creating new Contact Role
          OpNewOcR.put(opp.Id,opp.Primary_Contact__c);
      }
        else if(opp.Primary_Contact__c != null && Trigger.oldMap.get(opp.Id).Primary_Contact__c != null) {
            //Create New Contact Role make new CR Primary over the old CR
            OpNewOcR.put(opp.Id,opp.Primary_Contact__c);
            OpOldOcR.put(opp.Id,Trigger.oldMap.get(opp.Id).Primary_Contact__c)

        }
      else if(opp.Primary_Contact__c == null && Trigger.oldMap.get(opp.Id).Primary_Contact__c != null) {
            OpOldOcR.put(opp.Id,Trigger.oldMap.get(opp.Id).Primary_Contact__c)
      }
  }

for(Id oId:OpNewOcR.keyset())
{
      newContactRoleList.add(new OpportunityContactRole(ContactId=OpNewOcR.get(oId),OpportunityId=oId,Role='Decision Maker',IsPrimary=true));
}

CtctIds.addALL(OpOldOcR.values());
list<OpportunityContactRole>toDelete = [SELECT Id, ContactId FROM OpportunityContactRole WHERE ContactId IN : CtctIds];

}

if(!toDelete.isEmpty()) delete toDelete;

if(!newContactRoleList.isEmpty()) insert newContactRoleList; 

}

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