Set Up Supply Chain
Supply Chain is a graph-based view of how participants at different stakeholder levels — Building Owner, Architect/Planner, Processor/Contractor, Distributor, and Producer/Competitor — have interacted with each other across past projects. Sales reps use it to forecast how a current decision is likely to go, by seeing how the same companies have decided before. A black arrow between two accounts means a project where your product won; a red arrow means a competitor’s product won. It’s available from the Account (Insights tab), Participant (Report tab), and Project or Project Lead (Supply Chain tab).
The companion Stakeholder Map visualizes the same underlying data differently — connection strength (line thickness) between accounts and total volume won (node size) — and lives on the Project’s Stakeholders tab.
Add the components to record pages
- Add the Supply Chain component to the Project and Project Lead Lightning Record Pages via Lightning App Builder.
- Add the Stakeholder Map component to the Project Lightning Record Page.
- Confirm the running user has the Baucore permission set — it grants access to the Supply Chain Apex classes and the underlying Participant/Account fields the graph reads.
Configure the lookback window and size limits
| Setting | Purpose |
|---|---|
supchaindays (BauCore_Settings__mdt) | How many days back to look for closed projects when building the graph. Recommended default: 365 (one year) — this keeps the graph from being diluted by very old history. |
SChain_PL (App_Settings__mdt) | Maximum number of projects included, to avoid governor-limit issues on accounts with very large project portfolios. |
Update supchaindays via the Supply Chain configuration panel in Baucore Setup, or directly through custom metadata if you’re scripting a bulk configuration change.
Marking competitor participants
A participant is rendered with a red (competitor) edge whenever Beteiligte__c.Competitor__c = true — meaning that participant used a competitor’s product on that project. Set this manually on the Participant record, or automate it with a Flow/Workflow Rule keyed off a Brand__c field or similar classification.
Configuring Stakeholder Map colours
Node colour on the Stakeholder Map comes from Account.Stakeholder_Color__c. Add the field to the Account page layout, then set it via a Flow or Workflow Rule based on your own customer classification (existing records can be bulk-updated with Data Loader or a scheduled Flow).
Why data quality here matters most
Both views are only as good as the win/loss data behind them — which comes entirely from the Tender Submission Process. The single most impactful thing you can do for Supply Chain accuracy is make sure reps consistently record Participant status (Won / Won for Competitor / Lost) before closing a Project — consider a validation rule requiring a result before a Project can close.
Related
- Use Project Navigator to analyze relationships
- Use Stakeholder Map to see relationship intensity
- Set Up Submission Process
- Participant Management