Contact-User Relationship Matrix

by Salesforce LabsSalesforceFree

View and update contact–user relationship statuses for specific accounts in Salesforce Platform.

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PRICINGFree
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
Contact-User Relationship Matrix — screenshot from the Salesforce AppExchange listing

What it does

Shows relationship statuses between contacts and involved users for specific accounts in one view. Relationships are visualised with an icon and a description, with descriptions configurable by the user. The add-in allows involved users to be added and relationship statuses to be updated directly.

Key capabilities

from the Salesforce AppExchange listing

Relationship status view

Displays contact–user relationship statuses for specific accounts.

Visual status indicators

Shows relationship statuses with an icon and a description.

Configurable descriptions

Allows users to configure relationship status descriptions.

Add involved users

Allows a new involved user to be added.

Direct status updates

Allows relationship statuses to be updated directly.

In the catalog

332 plugins in Salesforce Platform · Analytics

Price distribution: 154 free, 33 freemium, 145 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«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. Visualise the relationship status between contacts and …»

Official marketplace listing

Publisher
Salesforce Labs
Updated on marketplace
Facts verified