By default, Contact Roles on the Opportunity record are synchronized with contacts on the opportunity’s relationship map. When a Contact Role is added/removed, it is automatically added/removed on the relationship map. Similarly, when a contact is added/removed on the relationship map, a Contact Role record is automatically added/removed in the Contact Roles section on the Opportunity record.
Note: The Role field on the Contact Role record is unaffected by synchronization.
Two custom settings in Altify Opportunity Manager Settings allow you to turn off synchronization of opportunity relationship maps and Contact Roles.
- Disable Rel Map >> Contact Roles Sync: If checked, the Contact Roles section on a Salesforce Opportunity record is not automatically updated when a contact is added or deleted on the Relationship Map.
- Disable Contact Roles >> Rel Map Sync: If checked, the relationship map is not automatically updated when a Contact Role is added or deleted on the Salesforce Opportunity record.