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Guidelines for Using Opportunity Contact Roles
Before you use opportunity contact roles, make sure that you’re aware of some important considerations.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: All Editions |
| User Permissions Needed | |
|---|---|
| To add or edit opportunity contact roles: | Edit on opportunities AND Read on contacts |
| To view opportunity contact roles: | Read on opportunities and contacts |
Note This information applies to opportunity contact roles, a subset of contact roles.
- To add and edit opportunity contact roles, users must have read access to the Account Name field on the Contact object.
- To view the contact records in the Opportunity Contact Role related list, you must have the proper user permissions and sharing access to those records.
- A single contact or person account can have a different opportunity contact role on multiple records.
- In Salesforce Classic, if a contact has multiple opportunity contact roles on one opportunity, the Opportunities related list on the Contact record shows duplicates. In Lightning Experience, the related list doesn’t show duplicates.
- When contacts are merged, opportunity contact roles on non-master contacts lose their status as the primary contact.
- If you have an opportunity with the same opportunity contact roles for multiple contacts, and the contacts are merged, the opportunity contact roles aren’t merged. After the contacts merge, the original opportunity contact role records still exist. The opportunity contact roles have the same contact, opportunity, and role. For example, let’s say your opportunity had three Decision Maker opportunity contact roles, but each one was a different contact. The three contacts merged into one contact, but your opportunity still has the same three contacts with the same opportunity contact roles.
- When you delete and later undelete an opportunity or contact, the opportunity contact role is also undeleted. Opportunity contact roles can’t be undeleted independently.
- When an opportunity or contact is undeleted, the related opportunity contact roles don’t keep their primary status.
- Inserting and updating multiple opportunity contact roles at one time works differently in Salesforce Classic and Lightning Experience.
- In Salesforce Classic, each record is inserted or updated individually. If you use triggers that execute when you insert or delete multiple opportunity contact roles, a separate trigger executes for each record.
- In Lightning Experience, all of the records are inserted or updated together. If your triggers execute when you insert or update multiple contact roles, one trigger executes for all of the records in a bulk transaction.
- When you create multiple opportunity contact roles by inserting multiple opportunities with the ContactId field populated, Salesforce creates each contact role in an individual transaction. A separate trigger executes for each contact role record.
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