About the Roles Form

This sub-type tracks the role assigned to each employee involved in the opportunity. These records appear on an Opportunities record's Roles tab. See Roles Tab.

General Tab

Employee (Required)

The name of the employee assigned to the role. This field links to the Employees service.

Start Date (Required)

The date the employee assumed this role.

End Date

The date the employee ended this role.

Selling Role Type (Required)

Specifies the employee's role in the opportunity. This field links to the Selling Role Types service. See About the Selling Role Types Form.

Split Commission Percent (Required)

The percentage of the commission to be received by the employee if the opportunity is won.


A brief description of the role.


Related Topics

Using Sales Force Automation

How to Use Sales Force Automation

Managing Opportunities

Managing Referral Requests

Understanding Sales Force Automation

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