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Response Management KB 1001: Opportunity Creation from Contact Not Working Correctly in Lightning Experience

Issue

Full Circle Response Management on Summer '17 in the Lightning Experience has an issue related to creating a new opportunity from a contact. If the org is running Response Management in active mode and has been configured so that the New button for the Opportunity object has been overridden to use the FCR_NewOpportunityButton, the resulting data on the newly created opportunity record is not complete.

Missing data on the opportunity includes:

  • The primary Opportunity Contact Role
  • Admin Originating Contact
  • Response ID

As a result, funnel stages are not being tracked after opportunity creation.

Solution

Version 1.22 of Response Management includes a Lightning Action called “New Opportunity” (API name: FCR_OppCreateAction). After being added to the Contact page layout(s), when an Opportunity is created using this Action, Response Management now behaves as expected.

Pre-requisite: Lightning components require My Domain, and Domain Deployed to Users. For more information go to Salesforce Setup | Domain Management | My Domain.

To Configure:

Add button to layout(s)

  1. Go to Lightning Experience
  2. Setup | Object Manager | Contact
  3. Page Layouts
  4. Click the layout you want to add the Action to
  5. Click "Salesforce1 & Lightning Actions"
  6. Add "New Opportunity" (FCR_OppCreateAction) to the "Salesforce1 and Lightning Experience Actions" section
  7. Save the layout

Disable the Salesforce Opportunity 'New' button.  (Please note that this will also remove the standard New Opportunity button from the Opportunities related list for users operating in Salesforce Classic.)

  1. Go to Setup | Customize | Contacts | Page Layout
  2. On the Opportunity Related List, click the wrench
  3. Click the + next Buttons d.    Uncheck “New”
  4. Save the layout

To Test:

In order to confirm that you have configured the workaround correctly, use the follow test scenarios.

Contact with no active response:

  1. Create a new contact.
  2. After saving the new contact, confirm that the New Opportunity Quick Action appears at the top of the contact detail page, near where the Edit, Delete and Clone buttons appear.
  3. Click the New Opportunity button
  4. Complete the form and click Save
  5. Verify that you see the expected error message: “The Contact for this opportunity requires an active Sales Campaign. {FCRM–101179}”

Contact with active response:

  1. Create a new contact.
  2. After saving the new contact, confirm that the New Opportunity Quick Action appears at the top of the contact detail page, near where the Edit, Delete and Clone buttons appear.
  3. Add an active response using the Full Circle Response Prompt Selector on the contact.
  4. Click the New Opportunity button.
  5. Complete the form and click Save.
  6. Verify that a new opportunity was created for the contact and the following are populated:
    • Primary contact role is the contact from which the opportunity was created
    • Admin Originating Contact is the contact from which the opportunity was created
    • Response ID field is populated with the ID of the active response
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