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
Page 1 / 1
Hi
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.
Create an account in the community
A Lucid account is required to interact with the Community, and your participation is subject to the Supplemental Lucid Community Terms. You may not participate in the Community if you are under age 18. You will be redirected to the Lucid app to log in.
Log in to the community
A Lucid account is required to interact with the Community, and your participation is subject to the Supplemental Lucid Community Terms. You may not participate in the Community if you are under age 18. You will be redirected to the Lucid app to log in.
Log in with Lucid
or
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
