How to Create New Roles for Contact Roles

Modified on Tue, 20 Aug, 2024 at 8:31 AM

This article will explain how to create new roles for Contact Roles in Salesforce.


Locating Contact Role in Setup

First, you will need to navigate to the roles field for contact role by going to setup.  For lightning, it can be accessed by clicking the gear icon in the top right, for classic, it should say setup.


LIGHTNING

CLASSIC


In Setup, you will need to search for object in the search bar to the left and type, object.


LIGHTNING

CLASSIC


After typing object, you will need to click either Object Manager for Lightning or Objects under the Create section for classic


LIGHTNING


CLASSIC


Afterwards, you will need to locate the contact role object link and click, contact role


LIGHTNING


CLASSIC


Locating the Role field within the Contact Role Object


Now that you are in the contact role object, you will need to locate the Role field and click, Role under the Custom Fields & Relationships section in Classic or, the Fields & Relationships section in Lightning.


LIGHTNING


CLASSIC



WARNING, DO NOT DELETE, DEACTIVE OR REMOVE ANY OF THE STANDARD ROLES LISTED BELOW



To create a new Role, click the New button in the Values section


You can create multiple roles at the same time by indenting between each role like so, then, click Save when completed.


You should now be able to add the roles to contacts by using this solutions article: Editing & Updating Contact Roles