Information About the Contact Roles Feature
If you have worked in different Salesforce projects recently, then you may have noticed a feature that keeps on popping up and this is the Contact Roles. Well, such is for two reasons actually. One thing that you must know is that they are being identified as really useful when it comes to defining the part which a contact actually plays in a particular opportunity, account, case and a lot more. Also, as compared to a lot of features in the Salesforce, the Contact Roles come with limitations regarding 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 would be really fantastic if you are aware about why you should make use of the Contact Roles. Well, you have to understand that not only are the Contact Roles really easy to setup and also use but the logic behind using them is also quite straightforward. 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.
Also, with this, then you can easily add a contact to many opportunities or accounts. 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.
Also, other than this, you have that option to customize the role picklist by adding the custom roles for such selection. When it comes to the customization, however, you must know of the limitations about 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. That often is enough requirement for a lot of businesses which you may have come across that are using this feature. Well, you are able to get what you see.
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. Admins are not really interested in such limitations and they see these as challenges. What is just important that is that you must have solutions to such 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.
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