---
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title: Set Up and Customize Opportunity Contact Roles
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_core_opp_contact_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_core_opp_contact_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 65db4050da7e6cf27bc89c1478a4b4e41469107a3a24cfd191434eba50284b64
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Set Up and Customize Opportunity Contact Roles

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All</strong> Editions</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png)

Note This information applies to opportunity contact roles, a type of [contact role](https://help.salesforce.com/articleView?id=sales_core_contact_roles.htm&type=5&language=en_US).

- **[Set Up and Customize Opportunity Contact Roles in Lightning Experience](https://help.salesforce.com/s/articleView?id=sales.sales_core_opp_contact_setup_customize_lex.htm&release=264.0.0&type=5)**  
    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.
- **[Considerations for Customizing Opportunity Contact Roles](https://help.salesforce.com/s/articleView?id=sales.sales_core_opp_contact_roles_considerations_customization.htm&release=264.0.0&type=5)**  
    Review considerations for customizing opportunity contact roles in Lightning Experience, and understand the differences from Salesforce Classic.
- **[Set Up Opportunity Contact Roles in Salesforce Classic](https://help.salesforce.com/s/articleView?id=sales.sales_core_opp_contact_setup_classic.htm&release=264.0.0&type=5)**  
    Opportunity contact roles let your sales team know who to contact and when for each deal.