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Where can I view Contact opportunity role object?

Salesforce Asked by Sales Driver on December 6, 2020

Can any one tell me where can I view the list of Opportunity Contact Role object in a separate tab just as we see separate tabs for contacts, Leads, Opportunities ?

4 Answers

opportunityContactRole is a junction object between Opportunity and Contact. It can only be customized through the picklist for Role

You view the OCR through either a related list on the Opportunity page layout and/or the Contact page layout. If not appearing, then customize the page layout to add it.

Correct answer by cropredy on December 6, 2020

You can view it by:

https://BaseDomain.lightning.force.com/lightning/o/OpportunityContactRole/list?filterName=Recent

Answered by HoangYell on December 6, 2020

Contact Roles on the Opportunity can be edited by going to Customize / Opportunities / Contact Roles on Opportunities.

You can't display contact roles on a tab unless you're using a custom object.

Here's a blog post that gives more information on contact roles and examples of the type of picklist values used by other companies.

http://garysmithpartnership.com/contact-roles/

Answered by Gary Smith on December 6, 2020

It's not a tab object, it's seen by salesforce as more of a subservient, opportunity-specific object, so no separate tab was deemed necessary. What purpose are you trying to fill? Could a report solve your issue?

Answered by Nathan Williams on December 6, 2020

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