Oh my goodness! If only this had been done years ago! So what will we do in Winter '2020 with this? Oh my...
Contacts: Customize Opportunity Contact Roles for Better Tracking and Reporting
Opportunity contact role customization options give you the flexibility to track and attribute revenue to roles, titles, and individuals. With custom fields and page layouts, validation rules, and Apex triggers, you can design an Opportunity Contact Role to match your specific sales and reporting processes. You can capture new data, such as titles and roles, to help your sales reps be more efficient in targeting the right contacts.
Where: This change applies to Lightning Experience in all Salesforce editions with the Sales or Service Cloud.
Who: Users with the Customize Application permission can customize Opportunity Contact Roles. Users with Read on Opportunity permissions can view customizations, such as custom fields. Users also need Edit on Opportunity and Read on Contact to add, edit or remove Contact Roles from an Opportunity.
Why: When you customize opportunity contact roles to capture and track data, you can report ROI and revenue based on lead conversion, campaigns, contact roles, and more. See the impact on revenues and opportunity close rates from specific roles (1), such as decision-makers, or from leads converted to contacts.
For example, a nonprofit organization can create a custom opportunity contact role called “personal donor” that allows it to track donations directly from individual donors. The organization can then identify its best donors and set up triggers to send thank you emails or other communications based on donation amounts or contact changes.
