🏢
B2B Agent 360 Solution
B2B v1.0.0
Complete 360-degree views for B2B travel distribution: Consortium management, Agency performance tracking, and Advisor productivity.
20
Canvas Components
3
Flexipages
3
Record Types
15-20
Min Deploy Time
Included Components
🏛️
5 canvases Consortium 360
Account (Consortium)
consortium-profile consortium-scorecard member-agencies reseller-agreement-owner aggregate-commission
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10 canvases Agency 360
Account (Travel Agency)
agent-profile agent-scorecard agent-pipeline quote-options-pipeline commission-summary recent-bookings booking-trends top-products agreement-summary quick-actions
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5 canvases Advisor 360
Contact (Advisor)
advisor-profile advisor-scorecard advisor-affiliations advisor-bookings advisor-quick-actions
Key Concepts
- 💡 Consortium → Agency → Advisor hierarchy models real B2B distribution
- 💡 AccountContactRelation (ACR) allows advisors to work with multiple agencies
- 💡 Reseller Agreements define commission rates by consortium
- 💡 Agencies inherit agreements from their parent consortium
- 💡 Quote/Option pipeline urgency helps agents close business before expiration
Data Model
┌─────────────────────────────────────────────────────────────────┐
│ CONSORTIUM (Account) │
│ "AAA", "Virtuoso", "Signature Travel Network" │
│ → Owns ResellerAgreement (commission rate) │
└───────────────────────────┬─────────────────────────────────────┘
│ Parent/Child
┌───────────────┴───────────────┐
│ │
┌───────────▼─────────────┐ ┌─────────────▼───────────────┐
│ AGENCY (Account) │ │ AGENCY (Account) │
│ "Sample Travel Agency" │ │ "Premium Travel Partners" │
│ → Inherits Agreement │ │ → Inherits Agreement │
└───────────┬─────────────┘ └─────────────┬───────────────┘
│ AccountId │ AccountId
│ │
┌───────────▼─────────────┐ ┌─────────▼───────────────┐
│ ADVISOR (Contact) │ │ ADVISOR (Contact) │
│ "Jennifer Chen" │ ←ACR→ │ "Alexandra Rivera" │
│ Primary: Sample Travel │ │ Works with BOTH! │
└─────────────────────────┘ └─────────────────────────┘
ACR = AccountContactRelation (allows multi-agency advisors)
Prerequisites
⚠️
AccountContactRelation
Enable "Contacts to Multiple Accounts" in Account Settings
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Record Types
Will be created automatically if missing
Record Types
Consortium
Account.Consortium
Travel Agency
Account.Travel_Agency
Advisor
Contact.Advisor
Sample Data
🇺🇸
US Travel Agent Sample
7 Consortia, 12 Agencies, 8 Advisors
Optional: Deploy sample data for demo purposes