Category Archives: Opportunity Contact Roles

Introduction To Salesforce Opportunity Contact Roles

Contact roles define the level of influence that a contact has within an opportunity account, case, or contract. Opportunity contact roles provide a…
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How to Effectively Add Opportunity Contact Roles (Flow)

Flows can be scary to create, but Opportunity Contact Roles are important for Pardot’s campaign influence reporting. Here are the blueprints to create…
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