Skip to main content
All CollectionsLeveraging Partner Data in your CRMSalesforceReveal Salesforce App
Ecosystem By Reveal (SFDC) - Configuration and Use Cases
Ecosystem By Reveal (SFDC) - Configuration and Use Cases
Thomas Edwards avatar
Written by Thomas Edwards
Updated over a week ago

Intro to Ecosystem by Reveal

Ecosystem by Reveal is available to SFDC users on Pro and Power packages. Similar in layout to 360Β° Mapping, the Ecosystem by Reveal tab enables licence holders to easily identify the status of any account with any partner.

Note : This is a premium feature and only available for the pro and power Salesforce Clients πŸ”’

How to configure the ecosystem tab

Ecosystem by Reveal is configured during the initial implementation of your Pro/Power package, and is set up from the Reveal Widget and Ecosystem Setup section of the Reveal Setup Wizard πŸ‘‡

Setting up Ownership Filters

If you use any specific ownership fields in your Salesforce such as SDR, AE, Account Manager, CSM, Etc.... you will be able to import those fields into your Reveal instance and they will appear below in the Setup Wizard, you can select them while setting up the Reveal Ecosystem and they will appear as quick filters in the tab.

Use cases


Discover with which accounts/opportunities your partners can help, and identify opportunities to help partners.

Having a birds-eye view of partner presence across all accounts means that your Partnerships team can more easily identify key partners to prioritise.


Sales teams can leverage the insights provided in this view to build target account lists. As a general rule, more partners present = a more qualified account.

The ecosystem view can provide insights into an account's technology stack. Sales teams can leverage these insights to customise their pitch and boost their chances of success.

Filtering to show overlaps in opportunities can reveal potential co-selling opportunities with partners.


Setting up integrations on joint customers can improve customer retention; as can helping new partners with open opportunities open on your customer accounts.

Identify new ambassadors on account to advocate and expand adoption.

Sell extra licenses, features, or services by identifying new points of contact or needs.


Use customer overlaps to identify the top partners to launch co-marketing initiatives with.

Build hyper-targeted email marketing strategies for prospects based on partner presence.

Did this answer your question?