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CRT-101 · Question #184

Northern Trail Outfitters wants to track ROI for contacts that are key stakeholders for opportunities. The VP of Sales requested that this information be accessible on the opportunity and available…

The correct answer is D. Customize Opportunity Contact Role. E. Add the Opportunity Contact Role related list to the Opportunity page layout. Opportunity Contact Roles track the relationship and stakeholder role of contacts on an opportunity, and adding their related list to the page layout makes the data visible and reportable.

Sales and Service Cloud Applications

Question

Northern Trail Outfitters wants to track ROI for contacts that are key stakeholders for opportunities. The VP of Sales requested that this information be accessible on the opportunity and available for reporting. Which two options should the administrator configure to meet these requirements? Choose 2 answers

Options

  • ACustomize Campaign Member Role.
  • BAdd the Campaign Member related list to the Opportunity page layout.
  • CCustomize Campaign Role.
  • DCustomize Opportunity Contact Role.
  • EAdd the Opportunity Contact Role related list to the Opportunity page layout.

How the community answered

(53 responses)
  • A
    4% (2)
  • B
    8% (4)
  • C
    15% (8)
  • D
    74% (39)

Why each option

Opportunity Contact Roles track the relationship and stakeholder role of contacts on an opportunity, and adding their related list to the page layout makes the data visible and reportable.

ACustomize Campaign Member Role.

Campaign Member Roles define a contact's role within a campaign, not their relationship to an opportunity.

BAdd the Campaign Member related list to the Opportunity page layout.

The Campaign Member related list on an Opportunity is not a standard Salesforce related list and does not track opportunity stakeholder roles.

CCustomize Campaign Role.

Campaign Roles apply to campaign members and are unrelated to contact relationships on opportunities.

DCustomize Opportunity Contact Role.Correct

Customizing Opportunity Contact Roles allows administrators to define the specific role values (such as Decision Maker or Influencer) that describe a contact's relationship to an opportunity, enabling ROI tracking for key stakeholders.

EAdd the Opportunity Contact Role related list to the Opportunity page layout.Correct

Adding the Opportunity Contact Role related list to the Opportunity page layout surfaces the contacts and their roles directly on the opportunity record, satisfying both the accessibility and reporting requirements.

Concept tested: Opportunity Contact Roles configuration and page layout

Source: https://help.salesforce.com/s/articleView?id=sf.contactroles.htm

Topics

#Opportunity Contact Roles#Page Layouts#Sales Cloud#Data Visibility

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