Individual Stakeholders Attributes
Account level maps:
|
Name |
Object |
Data Field Type |
|
# Champions |
CP Account Map |
Roll-up Summary |
Opportunity level maps:
|
Name |
Object |
Data Field Type |
|
# Champions |
ClosePlan |
Roll-up Summary |
|
To summarize stakeholder data (# Champions, # of Economic Buyer) from any map, you will need to create custom fields. For Opportunity maps, you will need to use ClosePlan Object; for Accounts Maps, use CP Account Map.
|
How to create the fields:
Go to Setup > Object Manager > find your object (ClosePlan or CP Account Map) > open it
Fields & Relationships > Click on New
Data Type: Roll-up Summary
Enter the Label and Name of the Stakeholder value and click Next.
Summarized Object: select CP Deal Stakeholders (Opportunity map) or CP Account Map Node (Account maps)
Roll-Up Type: Count
Filter Criteria: Only records meeting specific criteria should be included in the calculation
Field: select the correct field under which the appropriate value is located. (in our case, Champion is under the Support Status)
Operator: equals
Value: click on the icon and select the desired value
Click Next
Select the field visibility per profile or for all profiles (recommended) > Next
When finished, click Save & New to create more custom fields, or click Save if finished.
Repeat these steps to create other fields for every Stakeholder value required in the report.