Loading
Prepare for Email to Become the Default Login ExperienceRead More
Sales Productivity
Buyer Relationship Map

Buyer Relationship Map

Buyer Relationship Maps helps sellers visualize contacts across company levels and manage complex B2B stakeholder relationships within Accounts and Opportunities. Discover key stakeholders, deal champions, and potential risks. After you turn on Buyer Relationship Map, the Seniority Level, Department Group, and Buyer Attributes fields are available to add to your contacts.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited Editions with Sales, and Agentforce 1 Sales Edition

Mountain Adventoures Inc opportunity's Relationship Map

Sellers access the Relationship Map (1) associated with an opportunity or account to visualize contacts across company levels (2). Each tile (3) in the map corresponds to specific contacts in the hierarchy. Sellers click a contact tile to open the side panel (4), where they can edit a contact's details.

The relationship map for an opportunity has insights to help you complete the map.

Tip
Tip Use insights to identify areas of your map that are missing critical and optional key stakeholders (1). Find contacts in your account or opportunity with missing seniority levels and department groups that prevent them from appearing on the map (2).
Buyer relationship map for an opportunity with sections in the side panel
 
Loading
Salesforce Help | Article