---
schema_version: "1"
id: fa51648e3519058c46b944811e89f6e04464f030ec1d2120c6bf20e8458678d4
title: Relationship Map Live App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_relationship_map.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_relationship_map.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b1f7383690e36717c4f61283f05172ff0ae9c8571fc737ec011c090b58c86e8f
description: Add lightweight org charts and relationship maps to your documents. Build relationship maps in your Account Plans with imported Salesforce record data. Create custom and Salesforce cards to manage customer relationships, key stakeholders, and relationship health from an Account Plan.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Relationship Map Live App

Add lightweight org charts and relationship maps to your documents. Build relationship maps in your Account Plans with imported Salesforce record data. Create custom and Salesforce cards to manage customer relationships, key stakeholders, and relationship health from an Account Plan.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_note.png)

Note Looking for Sales Account Plans or Trade Promotion Management (TPM) account plans? See [Sales Account Plans](https://help.salesforce.com/s/articleView?id=sales.account_plans.htm&type=5&language=en_US) or [Review Your Sales Targets with TPM Account Plans](https://help.salesforce.com/s/articleView?id=ind.tpm_concept_admin_account_plan_parent.htm&type=5&language=en_US).

 [![Watch Video Demo](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/play_btn.png) Watch a Demo](https://salesforce.vidyard.com/watch/5oNuezoVbP8TG9C5nLJzCb) (English only)

Create custom relationship maps in a document. Your users can map out key stakeholders, easily identify deal detractors and influencers, and more.

Help your sales reps be proactive in account planning with customizable Salesforce relationship maps. Create cards from Salesforce Contact records to visualize key stakeholders and sync edits back to Salesforce. Add custom cards to your Salesforce maps to organize data that doesn’t exist in Salesforce or that doesn’t belong there. Your map’s Salesforce data stays up to date so that your team is always in sync and can collaborate effectively.

Add relationship maps to Account Plans so that your sales reps can easily pinpoint an account’s important contacts and history. Add color indicators to a card based on a custom field to make information scannable. For deal detractors, create a Relationship field with a Detractor picklist option, and associate Detractor with the color red. After you mark a user’s card as a Detractor, it appears with a red color status indicator.

![Relationship map with Astro, Cloudy, and Codey. Codey marked as a detractor.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_relationship_map_account_plan.png)

- **[Create a Custom Relationship Map in Quip](https://help.salesforce.com/s/articleView?id=xcloud.quip_relationship_map_setup.htm&release=264.0.0&type=5)**  
    Build a lightweight relationship map with custom data in your documents.
- **[Create a Salesforce Relationship Map](https://help.salesforce.com/s/articleView?id=xcloud.quip_sfdc_relationship_map.htm&release=264.0.0&type=5)**  
    Use Salesforce data to build a lightweight relationship map in your documents. Create a map with Salesforce record data or add custom cards to build a hybrid map.
- **[Considerations for the Relationship Map Live App](https://help.salesforce.com/s/articleView?id=xcloud.quip_relationship_map_considerations.htm&release=264.0.0&type=5)**  
    As you use the Relationship Map live app, keep in mind these considerations.
- **[Relationship Map Live App Glossary](https://help.salesforce.com/s/articleView?id=xcloud.quip_relationship_map_glossary.htm&release=264.0.0&type=5)**  
    Search for terms and brush up on your Quip Relationship Map live app knowledge.