The Lucidchart Sales Solution

Lucidchart Sales Solution allows sales professionals to build account maps and account plans that bidirectionally sync with Salesforce. 

Please note: the features outlined in this article are only available for Lucidchart users on  accounts which have purchased the Lucidchart Sales Solution add-on. 

Lucidchart Sales Solution provides an effective way to communicate and collaborate with your team. For more on Lucidchart’s collaboration capabilities, visit this section of our Help Center. 

Lucidchart’s presentation mode allows you to quickly turn your account maps into a professional slide deck. Whether you’re preparing for a Quarterly Business Review or looking to touch-base with your manager, presentation mode lets you quickly switch between editing and presenting your account maps.

  1. In Salesforce, navigate to the account for which you want to build an account map.
  2. In the upper-right corner, you should see a button that says something like “Lucidchart Account Map”or “Lucidchart Account Plan”. Click this button to open Lucidchart in a new browser tab.


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You have now successfully created a Lucidchart account map. This account map is automatically linked to the account in Salesforce and account data will be synced automatically.

To access your Lucidchart account documentation in the future, you can follow this same process.

  1. After opening the account map, select “Contacts” under the company name on the left panel.
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  2. Your account contacts will appear in alphabetical order. You can search for a specific contact by typing the contact’s name into the search bar  at the top of the panel.
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  3. You can also sort your contacts differently by clicking the aimage33.jpg icon and selecting one of the following options:
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  4. Additionally, you can filter your contacts by clicking the aimage39.jpg icon.
    Filters allow you to search your contacts even if you do not know the contact’s name. Please note that the filters you see will depend on what contact information is coming from Salesforce.
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  5. Once you locate the contact you want to add to your account map, simply drag and drop the contact to your canvas.
  1. Select a contact on your account map. When you do so, the Contact Details panel should appear on the right side of your screen. Here, you can add contact info such as phone or email, as well as assign contacts roles and designate which opportunity they are a part of. 
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  2. Any edits to contact information will be automatically synced with Salesforce.

Adding a Contact Photo

  1. Select a contact on your account map.
  2. In the Contact Details panel, click on the contact’s photo (or the contact’s initials if a photo has not yet been provided).
  3. Choose a file from your computer or enter a public-source image URL.
  4. Click aimage17.jpg

Viewing LinkedIn Sales Navigator

  1. Select a contact on your account map.
  2. Click the aimage40.jpg button on the contact
  3. You can also access LinkedIn Sales Navigator from the Contact Details panel. Simply click the aimage16.jpg button.

Viewing the Contact in Salesforce

  1. Select a contact on your account map.
  2. In the Contact Details panel, click the aimage37.png  button.

Adding Notes

You can add two types of notes from the Contact Details panel: notes that sync with Salesforce and personal notes that only exist in Lucidchart.

  1. Select a contact on your account map.
  2. In the Contact Details panel, navigate to the “Notes” tab.
  3. Select “Salesforce” to add notes that sync with Salesforce.
  4. Select “Lucidchart” to take personal notes.

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To assign a contact to an opportunity, follow these steps:

  1. Select the contact you would like to assign to an opportunity.
  2. In the Contact Details panel, scroll down to the “Opportunity Details” section.
  3. In the opportunity dropdown, choose the “Assign to Opportunity” option.
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  4. In the modal that appears, search for the desired opportunity and select it.
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  5. Please note: the opportunity options you see may differ depending on your Salesforce data and settings.
  6. Once you have selected the opportunity, click aimage31.png to save.

 

To set a contact role, follow these steps:

  1. Select the contact you would like to set the contact role on.
  2. In the Contact Details panel, scroll down to the “Opportunity Details” section.
  3. Using the Opportunity dropdown, select the desired opportunity associated with this contact role. (If the desired opportunity is not available, use the steps above to assign the contact to the opportunity first.)
  4. Once the desired opportunity is selected, use the “Contact Role” dropdown to set the contact role.
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To delete a contact from your account map, simply select the contact on your account map and click the “delete” button on your keyboard. Alternatively, right-click on the contact and select “delete.”

Please note: deleting a contact from your account map will not delete them in Salesforce. If you want to completely remove a contact from your Salesforce instance, you must do that directly in Salesforce.

You can add new contacts to your Lucidchart account map—even if those contacts don’t currently exist in Salesforce. Simply navigate to the left panel and click on ‘Contacts’. You’ll see a button below your list of contacts that reads “New Contact”.

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Click on the “New Contact” button and drag it out to the account map. You’ll then be able to input the information for the new contact. Once you click on the “Create Contact” button, this new contact will be created in Salesforce and added to your account map. 

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We have integrated LinkedIn Sales Navigator with the Lucidchart Sales Solution. With this integration,you can view LinkedIn Sales Navigator information directly on your Lucidchart account maps. Note: you must have an Enterprise account of LinkedIn Sales Navigator to leverage the full functionality of this integration. 

Our integration with LinkedIn Sales Navigator allows you to:

  • View LinkedIn profiles within your account map: View contact profiles simply by clicking the LinkedIn icon of a contact on your account map.
  • See contact highlights: View LinkedIn Sales Navigator profile details for each contact, including location, current job title, experience, and shared connections.
  • Send connection requests: Connect with prospects you’re not already connected to on LinkedIn.
  • Save a contact as a LinkedIn Sales Navigator lead: Save leads directly to your LinkedIn Sales Navigator account.
  • Use InMail: Send LinkedIn InMail/messages directly in Lucidchart to existing contacts or new leads on your account map.
  • Leverage personalized icebreakers: Identify commonalities between you and your prospect within the widget frame window.
  • View recent activity: See contact updates such as job updates, company news, and posts your contact has created, liked, and commented on.
  • See related leads: Connect with your target contact's network by assessing and acting on suggested leads.
  • Get introduced: Skip the cold call and see which of your existing shared connections could introduce you to your prospects, such as company leaders, or someone at your alma mater.
  • View company change alerts: Receive notifications when contacts change companies to stay up to date on customers and prospects.

To leverage the LinkedIn integration, make sure you are signed into LinkedIn in your web browser. To connect a LinkedIn profile to a contact on your account map, follow these steps:

  1. Select the contact on your account map.
  2. Click the aimage23.png icon on the contact shape.
  3. Search for your contact.
  4. Once you have found the correct profile, select “match.”

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To disconnect a LinkedIn profile from a contact on your account map, follow these steps:

  1. Open LinkedIn Sales Navigator by clicking the LinkedIN.png icon on the contact shape.
  2. Select the three dots icon next to the profile name.
  3. Click “unmatch.”

With company change alerts, you can receive visual alerts when contacts on your account maps change companies.

To activate company change alerts in Lucidchart, your admin will first need to set up the LinkedIn data validation capabilities for your Salesforce instance. If you are an admin, please follow these instructions to set up Sales Navigator data validation, then navigate to the team admin settings within Lucidchart. Go to App Integration > Salesforce > Select Contact Fields and add the Not at Company Flag field to the Additional Details section on the contact. Click Apply Changes.

Once your admin has followed the above instructions, you can configure a conditional formatting rule on your account maps in Lucidchart to flag contacts that have left their company. To do so, follow these steps:

  1. On your account map, open the conditional formatting panel by clicking the wand icon in the left panel of the Lucidchart editor.
  2. Click Create New Rule.
  3. Under Formatting Type select Icon Set.
  4. Choose your preferred style from the Style dropdown (this example uses the first option).
  5. Set the conditions for each icon except the red X to Not used.
  6. Set the conditions for the red x to Shape data.... Not at Company Flag... Contains.... Not at Company. The icon will appear on all contact shapes that correspond with employees who are no longer with their companies. Note: If you do not see a Not at Company Flag field, please confirm that your admin added this field to the contact shape when following the setup instructions above.
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View tabular Salesforce data directly on your account map with Smart Fields for Lucidchart Sales Solution! Please note: if Smart Fields are added to your Sales Solution template, then the fields will automatically populate with data from the specific Salesforce account that is connected to the Lucidchart document. 

How to add Smart Fields to your account map:

  1. Open the account map.
  2. Select the account, opportunity, task, or event from the left data panel.
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  3. If you selected account data, then the left data panel will show the account name and the associated Smart Fields, which are predetermined by your Lucidchart Sales Solution admin.
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    If you selected opportunity data, then the left panel will show the opportunities associated with the account.

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  4. If you click the aimage13.png icon, then you will see the Smart Fields associated with the opportunity. These fields are predetermined by your Lucidchart Sales Solution admin.

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  5. Click aimage2.png  to view the contacts and roles associated with that opportunity.
  6. Drag and drop any of the fields in grey from the left data panel to your canvas to add a Smart Field to your account map. You can display all the data fields on one shape by dragging the Account or Opportunity to your canvas, or you can add individual fields, such as “Sales Notes” to display specific data.

    For example, if you drag the "Dunder Mifflin" account to your canvas, then the automated Smart Field shape will look like this:

    aimage24.pngYou can see how the data displayed on the shape corresponds with the Smart Fields on the left data panel.

To change which fields are displayed on the Smart Field shape, 

click aimage14.png  and un-check the box next to the field you do not want displayed:

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You can also choose if you want the field titles displayed by toggling aimage26.png.

To edit the data

which is displayed on your Smart Field shape, double click on the Smart Field and type to edit the data. Don't worry – these changes automatically sync with Salesforce so your data remains consistent.

Create Smart Tables to automatically populate tables with Salesforce data. Please note: if Smart Tables are added to your Sales Solution template, then the tables will automatically populate with data from the specific Salesforce account that is connected to the Lucidchart document. 

How to create a Smart Table:

  1. Add the “Smart Tables” shape library to your document, if it is not already there. For more information on adding a shape library, see this page.
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  2. Drag the Smart Table from your shape manager to your canvas.
  3. Click “Display Data”
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  4. Choose the root object (for example: “opportunity”) that you want your Smart Table to reference.
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  5. Depending on what root object you chose, you will see different columns which correspond to that data. You can manage which columns are shown in the Smart Table by checking the box next to the column name. You can also rearrange the columns by dragging them up or down.
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  6. The Smart Table would then look like this:
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Click aimage8.png to limit the number of rows in your Smart Table or to filter which data is displayed on your Smart Table:

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To change the border, size, or striping style of your Smart Table, use these options:

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The Contact Kanban feature allows sales reps to automatically visualize and group contacts at an account by key attributes such as department, role, or status. 

Overview of the kanban shape

You can access the kanban shape from the contact list on your account map document. aimage35.jpg

Drag and drop the kanban shape onto the canvas. When you do so,all of the contacts in the account will automatically be grouped and placed in Smart Containers. 
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You can make changes to your kanban board manually by moving contacts between groups and editing contact information via the contact detail panel on the right or the shape itself. Any changes made in Lucidchart will automatically sync back to Salesforce.

 

Adjust how you view your contacts

You can adjust the view settings of your kanban board under the Visualization section of the right panel by following these steps:

  1. To change the grouping of contacts, click on the dropdown beneath Group Contacts By and select the attribute that you want to arrange your shapes by, such as department or region.
  2. Choose how contacts are sorted within containers by clicking the arrow icon to the right of the grouping attribute and populating the Sort By and Sort Order fields, then click Apply.
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  3. Adjust the number of contacts and containers per column in your kanban grid by toggling on Wrap Containers and Wrap Contacts and designating a max number of columns for each.
  4. To show and hide containers in your kanban board, navigate to the Visible Containers section of the right panel. Simply check the box next to any container that you would like to add to your current display and un-check the box next to those you wish to hide. 
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Create a filter for your kanban board

To create a filter for your kanban board, follow these steps:

  1. Go to the Data tab of the right panel.
  2. Under Create New Filter, set up your filter criteria , then click Save.

Create account maps from your kanban view 

You can leverage the kanban view to easily create account maps of your contacts. Simply drag and drop contacts from your kanban onto the canvas to start building your account map. Contacts are duplicated when they are dragged outside the kanban so that they will still be accessable in your kanban view. 

Activity Metrics provides valuable usage data to better track adoption of account documentation initiatives across your sales org. For each account, leaders can see collaborators, number of documents created, number of contacts mapped, and date last modified.

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You can view Activity Metrics in your documents list. When looking at Activity Metrics, we recommend that you use “List View”. This is how the metrics will appear best. To use “List View” click the icon in the top right corner of your documents list (next to the search icon).

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You will see the following columns in the Activity Metrics section:

Collaborators 

This shows which users have opened this document (or in the case of folders, which users have opened any document within this folder) in the last three months, ordered by recency. You can hover over the initials to view the full name of the collaborator. If there are more than four collaborators, you can click the + button to see a list of all collaborators.

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Modified

This shows the last time a document was modified

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Documents

This shows the number of documents that exist in a given folder. If it is a document, then this will show a dash.

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Contacts

For a document, this shows the number of Salesforce-linked contact shapes that are currently on the document. For a folder, this shows the combined number of Salesforce-linked contact shapes that occur on all documents within the folder. This number does not include non-Salesforce-linked contacts, or contacts generated by a Kanban.

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You can look at the Activity Metrics for a specific folder or document by clicking on the desired document/folder. This will pull open the Document/Folder Detail Panel on the right.

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You can also search for a specific account by name, which will allow you to quickly navigate to that account’s folder and documents.

To personalize which columns show up in the list view, select the am_icon.png icon and choose which columns you would like to view. Up to five columns can be selected.