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What You Should Know Regarding Contact Roles in Salesforce

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. 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, 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 should know that not only are such Contact Roles quite easy to set up and utilize but the logic when it comes to making use of this is that they are very 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.

You may also be able to add a contact to various accounts or opportunities just once. You can also set such contact as 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.

In addition to this, you also have such option of customizing the role picklist through adding the custom roles at this link for the selection. When it comes to the customization, however, you must know of the limitations about the Contact Roles.

You can actually have such option of adding new custom roles to that Any Object Contact Role Extender, it is quite unfortunate that you are not able to customize the Contact Roles related list layout in order to add or remove custom or standard fields. This is really enough requirement for many businesses that you may have worked with that uses 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. There is nothing to worry since there are solutions to the Contact Role.

In making a custom object, you won't only get to add the custom fields but you may customize the related list layout so that you can 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. Know more about marketing at http://www.huffingtonpost.com/bryan-elliott/7-key-tips-to-build-your-_b_8217316.html.

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