How can I see contacts of corporate accounts in Marketing Cloud?

[Former Member]

Hi experts,

I have to create a report based on a standard or custom CDS view to know the relations between contacts and corporate accounts in Marketing Cloud but I can not find what data source I may use to this. Please help me with the name of the data source where I can see the relations of the contacts because I am searching but can not find any data source.

I know this relation is in the table CUAND_CE_IC_REL where I can find the parent key, the relation type and the contact key but need this in a CDS view.

Thank you in advance,

JD

[Former Member]

Hi Saurabh,

I´m going to try your solution and give you a feedback

Thank you so much!

[former_member226]

Hi,

You can achieve this using a custom CDS view. Steps are as follow:

1. Create a new Custom CDS view (let say YY1_IC_REL) based on "I_MKT_ContactRelation" as the primary data source and I_MKT_Company as well as I_MKT_ContactAll as secondary/Associated Data Sources. Mark "Analytical" checkbox as TRUE (Dimension).

step-1.png

2. Define the association properties as field mapping as follow:

• I_MKT_ContactRelation-InteractionContact == I_MKT_Company-Company(This will give you contact per company)
• I_MKT_ContactRelation-person == I_MKT_ContactAll-InteractionContact (To fetch the contact name and root details)

step2-a.png

step-2b.png

3. Select the required field and mark "I_MKT_ContactRelation.Person" as "Representative Key". Save and Publish the changes for CDS view.

field-properties.png

4. Now go to the "Create Analytical Queries" app and create a new query where the data source is custom CDS view from step 1 i.e. YY1_IC_REL. Make the fields available in the report and save-publish your changes.

Thanks

Saurabh