# Salesforce how to add contact roles in salesforce

> To add contact roles in Salesforce, navigate to an opportunity record, locate the Contact Roles related list, and click Add Contact Roles. Next, search for and select the desired contact, assign a role, and click Save to complete the process.

Canonical: https://livedemo.ai/tutorials/how-to-add-contact-roles-in-salesforce/
Apps: Salesforce
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d0ea98365d0865706f6/preview?step=1

## Steps

1. Go to the Opportunities tab and open a specific opportunity record by clicking on its name.
2. Look for the " Contact Roles " related list on the right side of the opportunity record details page.
3. Click the "Add Contact Roles" button on the "Contact Roles" related list.
4. A pop-up window will appear. In the " Contacts " section, you can search for existing contacts by name or choose from a list.
5. Select the desired contact and hit Next .
6. Assign Role
7. Hit Save .
8. You will get a success prompt at the end.
