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Information About the Contact Roles Feature

The Contact Roles feature is what you will notice that continues to pop up as you have been working in many Salesforce projects in the past months. This is actually for a couple of reasons. One thing to know is that they are actually identified as quite useful in defining such part that the contact plays in an account, case, opportunity and several others. Also, compared to various features in the Salesforce, you should know that the Contact Roles actually have a lot of limitations about their customization.

There are actually pros and cons to such Contact Role feature but you should know more about what key role this plays to any business process in the Salesforce. It is a great thing if you know why you have to use the Contact Roles. You must understand that not only are those Contact Roles very easy to setup and use but the logic in using such is that they are really direct. Two of the main reasons why you have to use the Contact Roles is so that you can define such role the contact plays in a certain opportunity or account like being an influencer, decision maker and several others.

You may also be able to add a contact to various accounts or opportunities just once. Also, you may set a contact being the primary contact. This is quite useful when you have various contact which are related to one opportunity but just a single contact should get a communication about the deal.

Aside from which, you can also have that option to be able to customize the role picklist through adding the custom roles for the selection. But, talking about the customization, you should also be aware of the limitations of the Contact Roles.

Actually, you may have such option of putting new custom roles to the Contact Role list and it is really unfortunate that you cannot customize the Contact Roles related list layout so that you can add or remove standard fields. Such is adequate requirement for many businesses that you have encountered which use the feature. Well, what you actually see is just what you get.

Moreover, the primary option on such case Contact role is not available because this defaults the primary contact like the contact that is listed in the contact name in the case detail field. You shouldn’t feel worried though. The admins are not interested about these limitations and they are considering more the challenges. You just need solutions to the Contact Role.

By making a custom object, then you won’t only be able to add custom fields but you may also customize the related list layout so that it fits the business requirements. What you can do is that you should remember to name the custom object being something different to prevent any confusion.

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