Opportunity contact roles let your sales team know who to contact and when for each
deal. In Lightning Experience, you can give your sales reps even more insight into their
opportunity contacts by customizing the opportunity contact role object.
Required Editions
Available in: Salesforce Classic and Lightning Experience
Available in: All Editions
Note This information applies to opportunity contact roles, a type of contact role.
Set Up and Customize Opportunity Contact Roles in Lightning Experience Opportunity contact roles let your sales team know who to contact and when for each deal. In Lightning Experience, you can give your sales reps even more insight into their opportunity contacts by customizing the opportunity contact role object. Create custom fields and buttons, and determine how page layouts appear to your sales reps. Use triggers and validation rules to tailor the opportunity contact role to your company’s requirements.
