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 click Intelligence View. To return to the original list view, click List View. New Salesforce customers have the Account Intelligence View on the account home page by default.

Answers to the Administrator Certification Maintenance

Which feature allows an admin to set filters based on user fields so that specific actions are visible only to certain users?

Ans: Dynamic actions

Which type of view is now available for leads, contacts, and accounts?

Ans: Intelligence

After turning on the Lead Intelligence View, what additional step must an admin take for users to see it?

Ans: Add the Intelligence View button to the Lead List View in Setup.

How does a user return to the original list view from the Contact Intelligence View?

Ans: Select the Edit icon in the button menu.

In the Account Intelligence View, how does a user view insights on an account?

Ans: Click the icon beside a record name to open the side panel and view all available insights.

Hands-On:

Create Lightning Record Page with the Same Label and API Name mentioned.

Create a custom Contact lightning record page:

Name: Contact Record Page

API Name: Contact_Record_Page

Template: edit the Salesforce Default Page

Upgrade the Record Detail component on Contact Record Page to use Dynamic Forms. Select ‘Contact Layout’ as source for the Dynamic Form.

Drag field ‘Annual Revenue’ from Account and place it under Lead Source field.

Save and activate as Org Default.

Comment if you need more help.

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