Modifying the Account Plan Contact Roles picklists

You can modify the Role and Relationship Strength picklist values on the Account Plan Contact Role object to better suit your business needs.

To do this:

  • Go to Setup, Object Manager.
  • Scroll down to Account Plan Contact Role.

  • Click Fields and Relationships.
  • Click the Role or Relationship Strength field.
  • Modify the picklist in the Values section.

 

Was this article helpful?

Related Articles

Need Support?

Can't find the answer you're looking for?
Contact Support