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Idea

Can I edit the "Sales Contact" field in Lucid's Salesforce cards within the Local Account map template?

  • October 20, 2025
  • 3 replies
  • 19 views

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Is it possible to customize the “Contact Role” options when using the Local Account Map template?  This field is part of the “Sales Contact” object

 

 

Comments

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  • Lucidite
  • October 21, 2025

Hi ​@reagan_boone

Thank you for posting in the community! It's not possible to customize the “Contact Role” directly within Lucid. This is because these roles are pulled from your Salesforce instance and its possible they were set up by your Salesforce admin or sales manager. To make any changes, this will need to be done through Salesforce. 

Please review this help center article to learn more about Salesforce Account Mapping. Let me know if you have any additional questions. 


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Hi - thanks for the reply. However, I’m not connected to any Salesforce instance at all. Just using the template out of the box. 


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  • Lucidite
  • October 27, 2025

Hi ​@reagan_boone

Thank you for clarifying. Unfortunately, it’s not possible to customize the “Contact Role” option using only the template without Salesforce.

We’re very interested in your feedback and committed to continually improving our products. If you’re willing to share, we’d love to hear more details about your use case or what you’d like to see in this experience within this thread. I’ve also converted this post to an idea so that it’s visible to others within the Product Feedback section of the community - from here, they can upvote it and add details of their own.

Finally, for more information on how Lucid manages feedback via this community, take a look at this post:

What happens to my feedback? | Community