Hello.
We have turned on Account Plans in our Sandbox environment. For the Relationship Map we would like to somehow show a parallel org chart. For example. The CEO of Google and the CEO of our company Syska Hennessy Group. Is this possible?
It seems that the native Salesforce Account plans is limited regarding customization.
Please let me know if further information is needed.
Is there another account plans tool that is recommended that offers more flexibility to make customizations?
Thank you,
Nancy
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@Nancy MagalhaesOne limitation I’d consider is the underlying data model: the native Relationship Map is primarily account/contact relationship-focused, so a true side-by-side “customer org + our internal org” hierarchy is difficult to maintain dynamically.
If this is a recurring sales use case, I’d model the internal stakeholders and customer contacts as related records with an explicit relationship type (Decision Maker, Executive Sponsor, Account Owner, etc.), then surface those relationships through a custom LWC. That would keep the visualization data-driven instead of relying on manually added cards, while still keeping everything inside Salesforce.