#SalesforceSpring24 – Account Intelligence View

#1MinuteTip #SalesforceSpring24 See account activity, scan opportunity metrics, review cases, and log activities, all in one place in the Account Intelligence view. Previously, the account home page provided only a simple list view and required users to navigate to individual records to view opportunity, activity, or case data.

Product Area: Sales Cloud

In the Account Intelligence view, you can quickly filter accounts (1) and see statistics, such as the total value of open opportunities and next close date, for resulting records (2). To see detailed activity, opportunity, and case data for individual records, click the side panel icon (3) next to the record name. In the side panel, toggle between panes showing activity data or related records (4) or log activity (5) without leaving the Intelligence view.

Turn on Contact Intelligence View under Setup
Image source: Salesforce Spring ’24 Release Note Article (link below)

References & Useful URLs

  • For Related Spring ’24 Release Note Article – Click Here

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