Tag Archives: Salesforce Administrator

Contact Roles in Salesforce

Mirketa_contact_roles_In_Salesforce

Contact Roles in Salesforce.

I observed in many salesforce communities that lot of salesforce people facing challenges in associating one contact with multiple accounts, cases, Contracts or Opportunities.

In salesforce architecture Contact has a Standard Account field, which means a Contact can be associate with on account.

However we can create few more Custom lookup fields on Contact to associate few more accounts, but that will not be a good approach to achieve this requirement if you want to associate one contact to n number of accounts, cases or Opportunities.

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