Modifying the Account Plan Contact Roles picklists

To better fit your business needs, you can modify the Role and Relationship Strength picklist values on the Account Plan Contact Role object.

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.

 

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