Maintain Your Administrator Certification for Spring ’24 Intelligence Views Intelligence views are now available for leads, contacts, and accounts in Sales Cloud. Turn on a view in Setup and then add the Intelligence View button to the view-button layout for the applicable page. New Salesforce organizations include the views by default, but admins for existing orgs can enable: Lead Intelligence View Contact Intelligence View Account Intelligence View Find specifics about these views in the next three topics. Turn on Contact Intelligence View in Contact Intelligence View Setup and add the Intelligence View button to the Contact List View button layout. To view engagement metrics, enable Email Tracking in the Inbox section of Sales Engagement Setup. To see the Intelligence View, users go to the Contact home page and click Intelligence View. To view engagement metrics, choose Engagement Metrics from the Metrics menu. To see the Account Intelligence view, go to the account home page and cl
Comments
Post a Comment