Additional Object Picker Field Access for Contact Roles
It would be great to have access to additional fields on the object picker when creating Contact Roles in Salesforce. This would allow for the prevention of duplicate Contact Roles being created in Salesforce if a Contact Role already exists for a Contact on an Opportunity.
Our integration is set up to create a TeamRaiser Participant Contact Role in Salesforce in order to soft credit a person who is fundraising and receives a donation. When a person donates to his/her own fundraising efforts, a donor Contact Role is created (as desired) for that person along with a second Contact Role labeled as TeamRaiser Participant (not desired). We only want the TeamRaiser Participant Contact Role to be created when the donor is NOT the person fundraising.
Allowing the Convio ID or Member ID field to be available in the object picker for Contact Roles will allow us to adjust the Match to Existing fields so that the Opportunity ID and Donor ID are considered when determining whether or not to created a second Contact Role on the Opportunity in Salesforce.
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