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Contact-User Relationship Matrix

Visually represent communications between contacts and users on accounts.

Overview

Clear singular overview of how interactions between involved users and contacts are going on the account.

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  • Visualise the relationship status between contacts and involved users for specific accounts.

  • Easily add a new involved user.

  • Directly update the relationship status.

Single view of relation statuses between contacts and involved users on accounts. Rapidly identify relations that need to be rectified and ones that are doing excellent. Relations are visualised with an icon and description. Description is user configurable.

Categories

Business Needs
Data Visualization
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Managed Package
Lightning App Builder