Learn about buyer relationship map requirements and limitations.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited Editions with Sales, and Agentforce 1 Sales Edition |
- Buyer Relationship Map is a different feature from Einstein Relationship Insights. They aren’t designed to run together.
- To show contacts on the map, contacts must have values for Seniority Level and Department Group fields. To automatically complete these values from your email activity, turn on Automatic Contact Enhancements.
- Buyer Relationship Map is turned on by default.
Contacts
Buyer Relationship Map makes these fields available for a contact.
- Department Group—Represents the business unit, or function that contacts belong to in their company.
- Department—Represents the department that contacts belong to in their company.
- Seniority Level—Reflects the hierarchical position that contacts have in their company.
- Buyer Attributes (optional)—Reflect the roles that contacts have in a deal or account.
- Opportunity-Contact Role—Represents the role of the contact for a given opportunity.
- Notes—Stores notes taken for this contact.
To see Buyer Attributes, Department Group, and Seniority Level on the contact record, add the fields to the Contact record layout. Buyer Attributes, Department Group, Opportunity Contact Role, and Seniority Level fields are available for all user profiles except custom and minimum-access. To provide access, use field-level security in Object Manager.
Key values are minimum buyer attributes, department groups, and seniority levels that is recommended for an opportunity or account. If a buyer relationship map doesn’t have contacts with key values, Salesforce prompts you to add them through insights. Having all key values represented by stakeholders on the map provides a complete picture of the deal or account, increasing sales success.
On the contact tile, the Buyer Attribute value is highlighted in red for Detractor and green for Decision Maker.
Limitations
- Buyer Relationship Map is a different feature from Einstein Relationship Insights. They aren’t designed to run together.
- Buyer Relationship Map isn’t supported in the Salesforce mobile app.
- Person accounts aren’t supported.
- Insights don’t show for private contacts on the map.
- You can’t change the text of Department Group and Seniority Level picklist value labels. They cannot be customized.
- To make sure that the buyer relationship map feature works as expected, don’t change
Buyer Attributes picklist value labels in Object Manager. For example, if you change
DetractortoDetract, the value isn’t highlighted in red in a buyer relationship map. - Buyer relationship map shows up to 1,000 contacts.