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Some 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. Well, they are necessary object for the Pardot Admins. The Pardot Marketer knows that prospects are certainly closely related with the associated contact record. You should know that working at such prospect or contact level allows you to build personalized marketing experience for every individual. This means that in the Salesforce, those contact records don't have a direct relationship with those Opportunities.

You should be aware that opportunities have such relationship with the account record and the account has relationship with contacts but you have to understand that there is actually no direct relationship. So that this is taken care of, the Salesforce actually made such object which is referred to as Contact Roles making a link between the contacts and also the roles that they have in the Opportunity.

Be aware that ever contact role comes with four standard fields and they are actually the name of the contact, job title, the role which are default roles including the decision maker, evaluator business user and the primary that is actually a checkbox field which you may utilize for you to be able to single out a contact.

With the contact roles, what you see is what you actually get. This is an object that is actually functional but this isn't flexible. Also, you need to know the biggest limitation that stumps such admins and developers is the custom fields may not 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.

The contact role information data is also not really viewable or usable from within 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 example one could be the decision maker of the opportunity and the other functions as 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. Contacts as well as the person accounts may have several contact roles on many cases, accounts, contracts or opportunities.

Contact roles that are related to the account, the case or contract would show the roles which every contact person account is playing in a specific record.

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