Essential Things to Understand Regarding Contact Roles

You must know that the contact role are actually the standard salesforce object which would define the level of influence of the contact in a sales opportunity. Know that they are necessary object for those Pardot Admins. As any Pardot Marketer knows, the prospects are actually closely related with their associated contact record. Be aware that working at that prospect or the contact level permits you to build personalized marketing experience for each person. With the Salesforce, the contact records don’t have direct relationship with such Opportunities.

You should be aware that opportunities have such relationship with the account record and the account has relationship with contacts but you have to understand that there is actually no direct relationship. To have this addressed, Salesforce created an object called the Contact Roles which makes a link between the contacts and the roles which they are playing in the Opportunity.

Know that every contact role has those four standard fields and they are the contact’s name, the job title, the role which are default roles including the evaluator business user, the decision maker and the primary which is a checkbox field that you can use in order to single out a certain contact over the others.

With the contact roles, what you see is what you actually get. The object may be functional but such is really not flexible. You must know that the biggest limitation which stumps the admins and the developers is actually the custom fields can’t be added. This may be frustrating in such scenarios wherein you want the contact object to update such opportunity or do a reporting on the contact and opportunity together. You cannot also run validation rules or such triggers from those records.

Also, you have to know that the contact role information data may not be viewable or usable in the Pardot. Such are still quite important for the Pardot Admins.

With the contact roles, the part which is a contact or the person account is playing in a certain account, opportunity, contract or case is defined. For instance, one could be the decision maker of the opportunity while the other is the evaluator. You may surely assign the contact role to any person account or contact that would affect the account, case, opportunity or contract. Those contacts and person accounts may have various contact roles on many cases, accounts, contracts or opportunities.

The contact roles that are actually related to the account, the contract or the case would show the roles that every contact person account is actually playing in a record.

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