B2B data in XM Directory | Experience Community

JoycaV · 2021-11-30T14:29:11+00:00

Hi all,I am researching how to store B2B data in the XM Directory, where an Account can have multiple Contacts, and the Contacts receive the surveys. But in dashboards you should be able to filter all survey responses from contacts belonging to accounts that have a turnover larger than xxx€, for example.I am studying the info on https://www.qualtrics.com/support/integrations/salesforce-integration/more-salesforce-integration/b2b-command-center-cx/#SFTPWhat I cannot find in the documentation:in the Contact sample file, there does not seem to be any field to indicate the relation between a Contact and his Account? Or am I overlooking something?Are both the Contacts and the Accounts visible within the XM Directory after a data load, or only the Contacts? Can you see a Contact's relation with an Account?

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