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Sales Basics
Contact Role Fields

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Contact Role Fields

Contact Roles define the role that a contact or person account plays in an account, case, contract, or opportunity.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions
Field Description
Contact The name of the contact or person account. Select an existing contact or create a new one.
Primary

When selected, identifies the person as the primary contact for the record.

The Primary option isn’t available for cases. Instead, the contact listed in the Contact Name field on the case record is automatically the primary contact.
Role The role of the contact for the record. Your administrator can customize the selections for this picklist.

See Also

 
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