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How to add contact roles in Salesforce

Here is how to add contact roles in salesforce

  1. First click on the "Opportunities" tab in the top navigation menu
  2. Select a specific opportunity record by clicking on its name
  3. Next click on "Contact Roles" in the right sidebar
  4. Click on the "Add Contact Roles" button in the contact roles section
  5. Select the checkboxes next to the contacts you want to associate with the opportunity
  6. Click the "Next" button to proceed
  7. Click in the "Role" field and choose a role for your contact of choice
  8. Finally click the "Save" button after selecting a role

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Why should you add contact roles in Salesforce

Salesforce is a dynamic platform designed to seamlessly manage and enhance customer relationships.

Adding contact roles in Salesforce enriches data management by clearly defining each contact's role in a specific deal or interaction. This feature significantly improves the understanding of the dynamics within a customer's account, allowing users to customize interactions based on relationship importance.

Utilizing contact roles leads to more tailored communication strategies and decision-making processes, maximizing productivity and fostering stronger relationships with clients and stakeholders.

Last update
February 24, 2026
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