Northern Trail Outfitters wants to track ROI for contacts that are key stakeholders for opportunities. The VP of Sales requested that this information be accessible on the opportunity and available for reporting. Which two options should the administrator configure to meet these requirements? Choose 2 answers

To track the specific roles of contacts, such as "key stakeholders," on an opportunity, the standard Salesforce feature is Opportunity Contact Roles. The administrator must first customize the available picklist values for this object to include the required roles (D). To make this information accessible on the opportunity record, the Opportunity Contact Role related list must be added to the Opportunity page layout (E). This allows users to assign contacts to opportunities with specific roles and makes the data available for standard and custom reports.

A. Customize Campaign Member Role: This is not a standard Salesforce feature. Campaign Members have a 'Status', not a 'Role' that can be customized in this context. Campaigns are distinct from opportunities.
B. Add the Campaign Member related list to the Opportunity page layout: This would show campaign history for contacts on the opportunity, but it does not define their specific role within the opportunity itself.
C. Customize Campaign Role: This feature, known as Contact Roles on Campaigns, defines a contact's function within a marketing campaign, not a sales opportunity.

1. Salesforce Help, Set Up Opportunity Contact Roles: "To specify the part that a contact or person account plays in a deal, add contact roles to opportunities... Customize the contact roles available to your sales reps so they can best describe their contacts’ roles." This supports customizing the roles (Answer D).

2. Salesforce Help, Opportunity Contact Roles: "To see the contact roles related to an opportunity, add the Contact Roles related list to the opportunity page layouts." This supports adding the related list to the page layout for visibility (Answer E).

3. Salesforce Help, Report on Opportunity Contact Roles: "Create custom reports to find out which contact roles are most common in your deals or which contacts are most influential." This confirms that using Opportunity Contact Roles makes the information available for reporting as required by the question.

4. Salesforce Help, Add and Manage Campaign Members: This documentation details the function of Campaign Members, which is to link leads and contacts to a specific marketing campaign, confirming that it is separate from the sales opportunity context.