I created several custom fields on the Opportunity Contact Role object. I want these fields to be available in the "Add Contact Role" popup that appears when adding a Contact Role from an Opportunity.
I have already added the custom fields to the Opportunity Contact Role Multi-Line Layout, but they are still not displayed in the popup.
Is this popup customizable to show custom Opportunity Contact Role fields? If so, are there any additional configuration steps required? If not, what is the recommended Salesforce approach for capturing custom Opportunity Contact Role field values during contact role creation?
I've attached a screenshot for reference.
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Hi Suhani, currently, Salesforce does not support customizing the standard 'Add Contact Role' multi-line layout pop-up to display custom fields, even if you add them to the multi-line layout. This is a known platform limitation.Recommended Approach: As a workaround, you can create a custom Screen Flow using Flow Builder to capture the contact roles along with your custom fields, and expose it via a custom quick action button on the Opportunity page.
