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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Length 532 pages
Edition 2nd Edition
Concepts
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Authors (2):
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Timothy Royer Timothy Royer
Author Profile Icon Timothy Royer
Timothy Royer
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (24) Chapters Close

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities FREE CHAPTER 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Adding contact roles for opportunities

Contact roles refer to people you communicate with to close a specific deal. You could have one or more contact roles, depending on the opportunity. First, let’s look at how to add new contact roles that may not be on the default list. To do this, navigate to the setup and configuration section of Salesforce:

Graphical user interface, text, application, email  Description automatically generated

Figure 5.9: Navigating to the button to create a contact role for an opportunity

As you can see in the preceding screenshot, there are several steps to follow if you want to add or edit the roles that come up when adding a contact role:

  1. Go to Home (1) | Feature Settings (2) | Sales (3) | Contact Roles on Opportunities (4).
  2. On this page, click on New (5) to add a new contact role or edit any existing roles.

Now that we have seen how to add roles as needed, let’s add an actual role:

  1. Navigate to the Contact Roles section of the opportunity to add a contact role, as in the following...
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