Information About the Contact Roles Feature

09 Oct

While working on various Salesforce projects in the past few months, there is one Salesforce feature that continues to pop up and that is the Contact Roles. This is actually for a couple of reasons. One because they are actually identified as being very useful when it comes to defining the part that a contact is playing in a certain account, case, opportunity and others. Also, as compared to a lot of features in the adding contact roles in salesforce, the Contact Roles come with limitations regarding their customization.

Understand that there are pros and cons to the Contact Role feature but you have to know more regarding the key role this plays to any kind of business process in such CloudFirst Labs. It would be really fantastic if you are aware about why you should make use of 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 primary reason why you should use the Contact Roles is for you to be able to define what role the contact plays in a certain account or opportunity such as decision maker, influencer and 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 very useful when you have several contacts which are related to a certain opportunity but just one contact should receive any communication regarding 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 of the Contact Roles, you should be aware of the limitations of its customization.

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, you are able to get what you see. Read more about lawyers from this website at

Also, the further limitation is that such primary option on the case Contact Role isn’t available since this defaults the primary contact as such contact listed in the contact name in that case detail section. You shouldn't feel worried though. Admins are not really interested in such limitations and they see these as challenges. There is nothing to worry since there are solutions to the Contact Role.

Through creating a custom object, you won’t just be able to add such custom fields but you can also customize such related list layout in order to fit the business requirements. All that you will have to do is to remember to name the custom object as something different in order to avoid confusion.

* The email will not be published on the website.