Setting Up Functional Roles for Account Types

Functional roles are roles that your users can assign to relationship map contacts based on the associated account type. So, for instance, you might create one set of roles for customer accounts, and another selection for channel partner accounts.

Note: If you set up functional roles, it replaces the Persona feature on your relationship maps.

Functional roles are captured on the Account Contact Relationship standard object. As part of this configuration, Altify needs to be granted access to this object and custom fields need to be added to it. Below are the steps involved in setting up functional roles.

Create custom fields

You need to create two custom fields on the Account Contact Relationship object to perform the following functions:

  • A multi-select picklist field that lists all the functional roles that can be assigned to relationship map contacts (e.g. 'Functional Roles').

    This field is multi-select because more than one role can be assigned to a contact.

  • A picklist field that lists all the account types that are relevant to your functional roles (e.g. 'CustomAccountType').

    This field needs to include field dependencies that match the account types with their associated functional roles. For more information, see Use the Field Dependency Matrix in the Salesforce Help.

Populate the Altify custom settings

The second and final step in setting up the functional roles feature.

  1. In Setup, find and select Custom Settings.

  2. Click Manage beside Altify Relationship Settings.

  3. Click Edit.

  4. Complete the following settings as instructed:

    • Support Account Contact Relationships: select this check box to grant Altify access to the Account Contact Relationship object.

    • Account Functional Role: enter the Field Name (or API Name in the case of a custom field) of the field on your account that defines the Account Type ('Type' is the standard field that performs this function).

    • Functional Role Account Type Identifier: enter the API Name of the multi-select picklist custom field that you created to capture a contact's functional role(s) (e.g. 'Functional_Roles__c)

    • Functional Role Controlling: enter the API Name of the picklist custom field that you created to capture the associated account type (e.g. 'CustomAccountType__c').

  5. Click Save.