Relationship Visualizer Tool
Creating Relationship Visualizer Button
1. Within the Setup menu, access the Buttons, Links, and Actions option under the Contact object.
1. Click the "New Button or Link" button.
1. Enter a Label for your custom button.
2. Ensure you choose the Detail Page Button option.
3. Pick your desired behavior for opening the Visualizer.
4. Change the Content Source to Visualforce Page
5. Choose the rC_Bios__Contact_VisualRelationships page.
6. Click Save
Access the Relationship Visualizer
1. Using the Edit Layout tool on Account and/or Contact page layouts, add the "Relationship Visualizer" custom button to your page layout.
2. Click this button on the desired Account or Contact record to open the Relationship Visualizer tool in a new window.
In this new window, you will see a web of relationships between Accounts, Contact and Giving records based on the Relationship and Giving object records.
Purple dots indicate Contact records.
Blue/Grey dots indicate Account records.
Yellow dots indicate Giving records (only Parents Giving records are shown, no Transactions).
There are several features in the top right of the Relationship Visualizer to help you digest the information presented.
1. You can search and highlight any Contact, Account or Giving record using this text input area. The Account/Contact/Giving record will be highlighted in real time as you type. Do NOT hit the Enter button on your keyboard.
1. You can click on any record name in the web.
2. Then click on the "?" icon at the top right to view "Record Information". This will show the Account/Contact name with links to View or Edit the record in Salesforce.
1. The next icon is used to Trace Connections.
2. Type in the name of a starting Account/Contact/Giving record and choose the correct name as the search results are returned in real time.
3. Choose a target Account/Contact/Giving record name and select the name from the search results.
1. After you select your two Accounts/Contacts/Giving records, the path between each record will be shown in the top right.
2. Additionally, the Visualizer tool will highlight the path between the two records and "hide" the other records.
Add to Campaign
1. The third icon is an Add to Campaign icon.
2. After clicking on this icon, use your mouse to drag a box around the Contacts in the Visualizer you would like to add to a Campaign.
3. Use the checkboxes to remove any Contacts you wish to not add to a Campaign.
4. Use this search field to lookup the name of an existing Campaign. Select the name of the Campaign from the list that populates as you type.
5. After selecting your Campaign, click the Add button to have the selected Contacts added as Campaign Members to this Campaign record.
NOTE: There is currently a bug that requires a user to not perform any other action on the Visualizer to take advantage of this feature. If you have zoomed in on the visualizer, moved things around or utilized any other feature, please close the window and access the tool again by clicking on the appropriate button from an Account or Contact record.
NOTE: As of the Spring 18 version of rC_Bios, (v2.73), the values saved in these Advanced Options fields will be stored as Custom Setting records on a per-user basis. Upon install of Bios 2.73, if no org. wide default existed on the Relationship Visualizer Preferences Custom Setting, a new record will be created by default with the default values seen in the above screenshot.
1. The last icon that is currently available is the Advanced Options icon. The values in this screenshot represent the default values for each of the fields described below.
2. Gravity reflects how tightly packed together the records in the Visualizer are. We do not recommend entering in a negative value in this field. A higher value will increase the "gravity" between records and bring the Visualizer closer together, making it difficult to read record names.
3. Charge, Distance and Strength are also related to how closely together records are shown on the Visualizer. Updates may be coming to these fields, and we do not recommend using them yet.
4. Max Depth refers to how many levels of connections are shown on the Visualizer as they relate to your originating Account/Contact. The default value is 5 levels of connections. As you reduce this number, some records may fall off the Visualizer as only relationships that correspond to the entered value will be displayed. i.e. if "1" is entered, only first-degree connections to the original Account/Contact will be shown.