Set Up and Customize Opportunity Contact Roles in Lightning Experience

Opportunity contact roles let your sales team know who to contact and when for each deal. In Lightning Experience, you can give your sales reps even more insight into their opportunity contacts by customizing the opportunity contact role object. Create custom fields and buttons, and determine how page layouts appear to your sales reps. Use triggers and validation rules to tailor the opportunity contact role to your company’s requirements.

Required Editions

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 role.

1. From Setup, open the Object Manager, and click Opportunity Contact Role. Go to the section you want to set up or customize.
2. Create custom fields, buttons and links, and compose your page layouts. You can create a maximum of 100 custom fields.
3. Determine validation rules and set up triggers.
4. Save your changes.

Note When you make customizations in Lightning Experience, your users will not see them in the Contact Roles related list on an opportunity in Salesforce Classic. In Salesforce Classic, the Add and Edit pages show only the contact, role and primary contact on the opportunity.