Report: Account Rel Map Contacts

Shows contacts and attributes on account-level relationship maps, by account owner and contact type

Specification:

• Report Type: AltfRep_Relationship_Map_Details
• Format: Summary
  
• Group By:
  • Altify Contact Map Details > Account > Owner
  • Altify Contact Map Details > Account
  • Row-level formula field (see definition on report page)


• Time Frame Filter:

  Column	Interval
  Altify Contact Map Details > Account > CreatedDate	Range: All Time



• Other Filters:

  Column	Operator	Value
  1. Altify Contact Map Details > Opportunity	equals	blank
  2. Altify Contact Map Details > Account	notEqual	blank



• Row-level Formula:
  • Name: Contact Type (type: Text; api name: CDF1)
  • Formula: IF ( OR( ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Political__c,'Inner Circle'), ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Political__c,'Political Structure')), IF ( OR( ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Status__c, 'Mentor'), ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Status__c, 'Supporter') ), 'Key Player, Supporter/Mentor', IF (OR( ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.__c, 'In-depth'), ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.__c, 'Multiple contacts'), ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.__c,'Brief contact')), 'Key Player, Some Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.', 'Key Player, No Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.')), 'Non Key Player')


• Summary Formulas:

  Formula	DataType	Calculation
  # Contacts	number	RowCount
  # Accounts with Maps	number	ALTF__Contact_Map_Details__c.ALTF__Account__c.Id:UNIQUE



• Report Columns:
  • Altify Contact Map Details > Contact
  • Altify Contact Map Details > Contact > Title
  • Altify Contact Map Details > Political Status
  • Altify Contact Map Details > Decision Orientation Decision Orientation is a relationship attribute for contacts on an account relationship map. It indicates what will influence the contact's decision-making process. The default values aailable for this attribute are: 'Financial', 'Technical', 'Relationship', and 'Business'.
  • Altify Contact Map Details > Support
  • Altify Contact Map Details > Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.
  • Altify Contact Map Details > Is Key Player
  • Altify Contact Map Details > Account > Type
  • Altify Contact Map Details > Account > Industry