Contact Roles define the role that a contact or person account plays in an account, case, contract, or opportunity.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: All Editions |
| Field | Description |
|---|---|
| Contact | The name of the contact or person account. Select an existing contact or create a new one. |
| Primary |
When selected, identifies the person as the primary contact for the record. The Primary option isn’t available for cases. Instead, the contact listed in the Contact Name field on the case record is automatically the primary contact. |
| Role | The role of the contact for the record. Your administrator can customize the selections for this picklist. |