My skill set:
I am Certified Salesforce professional having 4 years of experience in Salesforce. I am hard code developer(Advanced Developer Certified) . I have completed 5 salesforce certification Developer Admin, Advanced Developer, Sales Consultant and Service Consultant
1. My Understanding of Requirement:
Client wants to capture the :
a. Set the Account's contact as Contact role as Primary and Influencer to opportunity, if
opportunity is created with same account without contact role.
2. Scope of Work
Create a trigger, helper classes and their test classes for above mentioned functionality.
3. Expectation from client
Client will provide timely assistance if needed.
4. Deliverables
Technical doc will be provided after implementation.
5. Some questions:
a. If account has 5 contact then which contact we should set as contact role for newly created
opportunity.