UPDATE: Set Defaults for Opportunity Contact Roles (when converting)
I’ve had a few people reach out regarding an old post about defaulting Opportunity Contact Roles on a Lead convert. Turns out the trigger on Opportunities is not the best option. This was resolved in the comments by having a trigger on Leads instead, but wanted to give the full update in it’s own blog post with updated code. The code below should work and now includes a Test Class too.
Having an AFTER UPDATE trigger on Leads like this is a good way to handle many post-convert needs.
Trigger
trigger Leads on Lead (after update) { if(Trigger.isAfter && Trigger.isUpdate){ Leads l = new Leads(); l.SetContactRoleDefaults(Trigger.new, Trigger.oldMap); } }
Class
public class Leads { // Sets default values on the Opportunity and Opportunity Contact Role record created during Conversion. Called on AFTER UPDATE public void SetContactRoleDefaults(Lead[] leads, map<ID,Lead> old_leads) { set<ID> set_opptyIDs = new set<ID>(); // Get Opportunity IDs into a Set if the lead was just converted and an Opportunity was created for (Lead l:leads){ if (l.IsConverted && !old_leads.get(l.id).IsConverted){ if (l.ConvertedOpportunityId != null){ set_opptyIDs.add(l.ConvertedOpportunityId); } } } // Update Opportunity Contact Roles list<OpportunityContactRole> list_opptyContactRolesToUpdate = new list<OpportunityContactRole>(); for(OpportunityContactRole ocr:[select Id,IsPrimary,Role from OpportunityContactRole where OpportunityId in :set_opptyIDs]) { ocr.IsPrimary = true; ocr.Role = 'Decision Maker'; // set to what you want defaulted list_opptyContactRolesToUpdate.add(ocr); } if (list_opptyContactRolesToUpdate.size() > 0) { update list_opptyContactRolesToUpdate; } } }
Test Class
@IsTest private class Leads_Test { static testMethod void SetContactRoleDefaults_Test() { // Create a Lead Lead l = new Lead(); l.lastname = 'Lastname'; l.firstname = 'FirstName'; l.company = 'Company'; insert l; // Convert the Lead Database.LeadConvert lc = new database.LeadConvert(); lc.setLeadId(l.id); LeadStatus convertStatus = [Select Id, MasterLabel from LeadStatus where IsConverted=true limit 1]; lc.setConvertedStatus(convertStatus.MasterLabel); Database.LeadConvertResult lcr = Database.convertLead(lc); System.assert(lcr.isSuccess()); // Query Contact Role Records and Asserts all was set correctly. for (OpportunityContactRole ocr:[select Id,IsPrimary,Role from OpportunityContactRole where OpportunityId = :lcr.getOpportunityId()]){ system.AssertEquals('Decision Maker', ocr.Role); system.AssertEquals(true, ocr.IsPrimary); } } }