--- schema_version: "1" id: 1acd6e2919fe29f4ae26ecd22e7fc92e193a58acd04a0ae395e4b6cc350356e3 title: Set Up Contact Roles collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/contactroles_define.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.contactroles_define.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: f14ec1e471578825a290407ab4fac93e7f7ef50d1750dbc53f7d7425bedd0291 description: When you use contact roles, your sales team always knows who to contact and when. Set up contact roles for each available object you want to use them with. You can define which roles to use and how they appear to your sales reps. products: - Sales Cloud release: "264" --- # Set Up Contact Roles When you use contact roles, your sales team always knows who to contact and when. Set up contact roles for each available object you want to use them with. You can define which roles to use and how they appear to your sales reps. ### Required Editions
Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions
![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_important.png) Important In Salesforce Classic, contact roles are available for accounts, opportunities, cases, and contracts. In Lightning Experience, contact roles are available for opportunities, contracts, and cases. Although contact roles work similarly for each available object, they work independently. Therefore, you need to set them up and use them separately for each object. Before setting up contact roles for accounts, consider using [Contacts to Multiple Accounts](https://help.salesforce.com/s/articleView?id=sales.shared_contacts_comparison.htm&release=264.0.0&type=5 "Allowing your users to relate a contact to multiple accounts makes it easier for them to track the relationships between the people and businesses they work with. However, if you’re already using Account Contact Roles or a custom-built solution with a junction object, review a summary of how those solutions compare with Contacts to Multiple Accounts.") instead. 1. From Setup, enter Contact Roles in the Quick Find box, then select the contact roles you want to set up. 2. Modify the picklist values as needed. You can even create new values and add color to the values whenever they appear in charts. 3. Save your changes. 4. Add the Contact Roles related list to the appropriate page layout. For example, if you’re creating contact roles for opportunities, add the Contact Roles related list to the opportunity page layouts that your sales reps use. #### See Also - [Considerations for Using Contact Roles](https://help.salesforce.com/s/articleView?id=sales.contactroles.htm&release=264.0.0&type=5 "Contact roles let you specify the part that a person plays in an account, case, contract, or opportunity. When you use contact roles, you have more information about who to contact and when. Examples of contact roles include decision maker, business user, and executive sponsor. There are some things to be aware of when using contact roles.") - [Add and Manage Contact Roles](https://help.salesforce.com/s/articleView?id=sales.contactroles_add.htm&release=264.0.0&type=5 "To specify the part that each contact plays in your business process, add contact roles to accounts, cases, contracts, and opportunities. For example, at AW Computing, Mary Smith evaluates all proposals and then forwards them to Tom Jones for a final decision. In the opportunity record for AW Computing, designate Mary Smith as the Evaluator and Tom Jones as the Decision Maker. Now you know who to contact first!")