2

Not sure if I'm missing something obvious here, but on an Account layout I can add Contact Roles fine. Now if I want to view this from a Contact point of view (ie see what roles a Contact plays in several Accounts) I'd expect to see a similar related list available on the Contact layout.

It isn't there.

Does anyone know why this might be?

2
  • Is it simply that the contact roles related list isn't displayed on the contact layout? Have you tried adding it to page layout?
    – HomerJ
    May 9 '15 at 13:04
  • Sorry, misunderstood the question. Looking now.
    – HomerJ
    May 9 '15 at 13:10
1

We have only following three types of Team:

  1. Account Team
  2. Opportunity Team
  3. Case team

But not Contact Team.

There is Idea open for this where you can vote.

1
  • Doesn't quite seem to be the same thing. Account Teams are Users who work together on an Account. Contact Roles describe how a Contact (not User) interacts with an Account.
    – powlo
    May 11 '15 at 8:57
1

Salesforce does not allow us to add related list on Contact to show where it is part of Contact Role.

You have the option to either build a custom related list in LWC/Aura/VF Page or install the CMTD Enhanced Related List app and configure it for your use case.

There is a video here on how to setup and configure the app : https://www.youtube.com/watch?v=5p9wljcwdM0&t=694s

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