Thursday, April 21, 2016

SalesVisual

SalesVisual lets you visualize your Salesforce object relationships at-a-glance. Simply install it and discover how your contacts, accounts, opportunities, users, campaigns and products relate to each other. SalesVisual allow visual relationship mapping for Salesforce that help you understand your opportunities, key contacts and related records even not related using Map button from.

Functions offered by the tool:
  • Mouse over icon to get popup detail of the record
  • Full screen mode, zoom with mouse scroll
  • Hide and show object (available objects is based on the data)
  • Open record detail 
  • Map the record to center
  • Map Account, Contact, Opportunity from List view

Limitation:
  • Do not show related child Accounts
  • Do not show Account Owner, except the Parent Account have Opportunity with the same owner
  • Do not show Contacts unless the Contact added as Contact Roles in Opportunity

This free version of SalesVisual only support native objects, including:
  • Contacts
  • Accounts
  • Opportunities
  • Users
  • Products
  • Campaigns 




From Account
- Show Account
- Show Parent Account (Not child or peers Accounts)
- Show Account Owner if only have the Parent Account have Opportunity with the same owner
- Show all Opportunities and Opportunities Owner of Account
- Show all Opportunities and Opportunities Owner of Parent Account
- Show all Opportunity Lines related to Opportunities shown
- Show only Contacts and Contact Owners listed in Contact Roles of Opportunity, not all Contacts, and it can be from different Account because of Contact Roles
  If from Contact from different Account
  - Show Account and Account Owner of the Contact
  - Show Opportunities and Opportunities Owner related to the Contact
- Campaigns related to Opportunity or Contact listed in Campaign Member


From Contact
- Show Contact and Contact Owner
- Show all Opportunities and Opportunities Owner related to the Contact
  * Opportunity will be auto added when Contact is added as Contact Role in Opportunity
  If the opportunity have Contact role from different Account
  - Show Account and Account Owner of the Contact
  - Show Opportunities and Opportunities Owner related to the Contact
- Show all Opportunity Lines related to the Opportunities shown
- Show Account and Account Owner
- Campaigns related to Opportunity or Contact listed in Campaign Member


From Opportunity
- Show Opportunity
- Show Opportunity Owner
- Show all Opportunity Lines related to the Opportunities shown
- Show Account
- Show peer Opportunities
- Show peer Opportunities Owner
- Show Contacts listed in Contact Roles, not all Contact, it can be from different Account because of Contact Roles
  If from Contact from different Account
  - Show Account and Account Owner of the Contact
  - Show Opportunities and Opportunities Owner related to the Contact


Available checkboxes of object is based on available data related to that record, ideally you need to select all checkbox to see related of all records, otherwise, you will see stand-alone record without link.

Watch demo: https://www.youtube.com/watch?v=XeoqcE5gSAo

Type: AppExchange (Managed Package)

Paid/Free: Free

Publisher: IntellectSpace

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009uSpjEAE

Version: 1.11


Blog last updated: 21 Apr 2016