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Sales Basics
Contact Roles

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Contact Roles

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.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions
  • Set Up Contact Roles
    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.
  • Add and Manage Contact Roles
    To specify the part that each contact plays in your business process, add contact roles to accounts, cases, contracts, and opportunities. For example, at AW Computing, Mary Smith evaluates all proposals and then forwards them to Tom Jones for a final decision. In the opportunity record for AW Computing, designate Mary Smith as the Evaluator and Tom Jones as the Decision Maker. Now you know who to contact first!
  • Considerations for Using Contact Roles
    Contact roles let you specify the part that a person plays in an account, case, contract, or opportunity. When you use contact roles, you have more information about who to contact and when. Examples of contact roles include decision maker, business user, and executive sponsor. There are some things to be aware of when using contact roles.
  • Contact Role Fields
    Contact Roles define the role that a contact or person account plays in an account, case, contract, or opportunity.
 
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