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.
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