QUESTION:
Can I use DemandTools to create new Opportunities and then link them to a Contact so there is a primary Contact listed on the Opportunity?
ANSWER:
Yes. An input file containing the Contact IDs and the Opportunity data is needed and two passes of MassEffect will be required. The following steps assume you have the Contact IDs.
Pass 1: Insert the Opportunities
After the insert is complete, there will be an IdSave file containing the newly created Opportunity ID along with all the original input data (the Opportunity_Created_SF_ID will be in Column A). This file is saved in the same spot as the file used to create the Opportunities. Assuming the Contact ID was in the file used to insert the Opportunities, this IdSave file can be used in the 2nd pass to link the Opportunities to the Contacts.
Pass 2: Link the Opportunities to the Contacts
Using the IdSave file (from pass 1) as the input file, INSERT into the OpportunityContactRole table which links the Opportunities to the Contacts.
There are 4 fields on this table that require data be mapped during the insert:
- Opportunity ID - map the newly created Opp ID
- Contact ID - map the Contact ID
- IsPrimary (can right click on this and use "Add Constant" set to "True" to have the Contacts listed as primary)
- Role (can also right click on this and use "Add Constant" set to the same role for all)
