Contact roles specify the part that each contact plays in an account, case, contract, or opportunity. When you use contact roles, your sales team always knows who to contact and when. Set up contact roles for each available object you want to use them with. You can define which roles to use and how they appear to your sales reps.
|Available in: both Salesforce Classic and Lightning Experience|
|Available in: All Editions |
In Salesforce Classic, contact roles are available for accounts, opportunities, cases, and contracts. Although they work more or less the same for each available object, they work independently. Therefore, you need to set them up and use them separately for each object.
In Lightning Experience, contact roles are available only for opportunities.
From Setup, enter Contact Roles in the Quick Find box, then select the contact roles you want to set up.
Modify the picklist values as needed. You can even create new values and add color to the values whenever they appear in charts.
Save your changes.
Add the Contact Roles related list to the appropriate page layout.
For example, if you’re creating contact roles for opportunities, add the Contact Roles related list to the opportunity page layouts that your sales reps use.