Considerations for Customizing Opportunity Contact Roles

Review considerations for customizing opportunity contact roles in Lightning Experience, and understand the differences from Salesforce Classic.

Available in: Lightning Experience

Available in: All Editions

User Permissions Needed
To set up and configure opportunity contact roles:	Customize Application

Note This information applies to opportunity contact roles, a type of contact roles.

Lightning Experience

You can create a maximum of 100 custom fields for an opportunity contact role.
When you make customizations in Lightning Experience, your users don’t see them in the Contact Roles related list on an opportunity in Salesforce Classic.
Custom fields, buttons, and page layouts, along with validation rules and Apex triggers, are only available in Lightning Experience.
Contacts marked as primary appear first in the contact roles related list on opportunities, with the () icon. When you remove the Primary field from the contact roles related list on the opportunity page layout, the () icon no longer appears next to the primary contact. You can’t remove the Primary field from the opportunity contact role page layout.

You can add and edit opportunity contact role picklist values in Setup. Customization options such as custom fields, buttons, and page layouts, along with validation rules and Apex triggers, aren't available in Salesforce Classic.
The Add and Edit pages show only the contact, role, and primary contact for the opportunity.

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