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Things to Know About the Contact Roles

You should know that contact roles are actually a standard Salesforce object which define the role of that level of influence which a contact has in the relation to such sales opportunity. Know that they are necessary object for those Pardot Admins. You must know that the Pardot Marketer is aware that prospects are definitely closely related with such associated contact record. You have to know that working at the prospect or the contact level would allow you to build that personalized marketing experience for each person. In the Salesforce, the contact records actually don’t have such direct relationship with the Opportunities.

Know that the opportunities have that relationship with the account record and also the account has that relationship with the contacts but there is 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.

You may certainly take advantage from the contact roles. 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. Such can be disappointing in situations where you want the contact object to update such opportunity or do the 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. They are still very 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 might be the opportunity’s decision maker and another is the evaluator. This means that you may certainly assign the contact role to any person account or such contract that could affect the case, account, contract or opportunity. The contacts and those person accounts may have different contact roles on various accounts, cases, opportunities or contracts.

Those contact roles which are related list of the account, contract or case would display the roles that every contact person account plays in such particular record.

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