In today’s fast-paced and competitive business landscape, sales teams need more than just a CRM to manage customer relationships. They need actionable insights, streamlined workflows, and the ability to make real-time data-driven decisions. When we need to view key metrics and significant insights, which are highly sought after to make important decisions, it’s pretty obvious to avoid wading through a whole lot of information. This is where Salesforce Intelligence View comes into play. To make it simpler, let's go back to our high school days when we would make notes throughout the whole year so that we could look up to them at the critical time of exams and thus save time. So this scenario made us clear the main advantage of Salesforce Intelligence View — the time-saving. It helps us by making us play less with clicks and navigation of the screen, thus saving us a lot of time and resulting in happy users.
How to Set Up an Intelligence View?
Contact Intelligence View Setup
To see the contact intelligence view, first enable it by going to the setup if it is not allowed by default. Search Intelligence View in setup, click Contact Intelligence View Setup and then toggle on the Turn On Contact Intelligence View option. You may be required to add the intelligence view button by clicking Add Button.
Lead Intelligence View setup
To setup lead intelligence view we need to follow the same approach, going to Lead Intelligence View then toggling on Turn On Lead Intelligence Viewoption followed by adding the button if required.
Account Intelligence View setup
- This view applies to Lightning Experience in Professional, Enterprise, Performance, and Unlimited editions with Sales Cloud.
- It is available in production. To see the feature in sandboxes, run Match Production Licenses or request a refresh after the feature is available in production.
- To set up an account intelligence view, we need to turn it on from setup , add the button subsequently, if required.
Let’s Explore Intelligence View
Contact Intelligence View
As we have already set up an intelligence view, we can open Contact Intelligence View from the Contacts tab by clicking the “Intelligence View” button.
After clicking this button, here comes a fancy-looking interface, pleasing to the eyes. From the Intelligence View, we can have a quick look over essential metrics, and filter the view on the basis of the created date, owner, and some custom filters. We can complete reach-out actions without the need to navigate to different screens.
If at any point we feel the need to return back to the list view, it’s just a matter of a single click of the ‘List View’ button.
What can we do with intelligence?
- Metrics
- Filters
- Mark Important
- Activity Actions(Email,Call)
- Additional Actions(Edit, Delete,Change Owner, Change Labels)
- Returning to List View
What Metrics do say?
- Total Leads: The total number of contacts satisfying your criteria.
- No Activity: Contact with no completed activities.
- Idle: Contacts with past activity, but no completed activity in the last 30 days.
- No Upcoming: Contacts with recently completed activities but no future activities scheduled.
- Overdue: Contacts with overdue activities.
- Due Today: Contacts with activities due today.
- Upcoming: Contacts with due activities in the next 30 days.
The metrics are responsive in nature and work like a filter when we click them. Suppose if we click ‘No Activity’, it will display all contacts with no completed activities satisfying other filter requirements.
We can mark important leads and view them by clicking the Important Contacts icon or My Important Contacts list view.
We can send mail and log calls without navigating to different screens.
Lead Intelligence View
We can open the lead intelligence view from the Leads tab by clicking ‘Intelligence View’.
The lead intelligence view works in the same way as the contact intelligence view. It helps us to weigh and identify significant leads so as to avoid wasting time on trivial records. We can see leads as per certain standards called metrics, we can also bookmark important leads, and add filters in the same way as we did for contacts. We can also log a call and send mail from the same tab.
The Catalogue of What we can do with Lead Intelligence View is the same as for Contact Intelligence View.
- Metrics
- Filters
- Mark Important
- Activity Actions(Email,Call)
- Additional Actions(Edit, Delete,Change Owner, Change Labels)
- Returning to List View
Key Metrics are also the same:
- Total Leads: The total number of Leads satisfying your criteria.
- No Activity: Lead with no completed activities.
- Idle: Leads with past activity, but no completed activity in the last 30 days.
- No Upcoming: Leads with recently completed activities but no future activities scheduled.
- Overdue: Leads with overdue activities.
- Due Today: Leads with activities due today.
- Upcoming: Leads with due activities in the next 30 days.
Account Intelligence View
It’s time to click the ‘Intelligence View’ button and see how an account intelligence view looks.
The Account Intelligence View in Salesforce is a feature designed to enhance account management by delivering actionable insights and contextual information about your accounts. By consolidating data from various sources, this view offers a single-pane-of-glass experience, ensuring your sales, service, and marketing teams have the most relevant information at their fingertips.
The Account Intelligence View centralizes account activity, opportunity metrics, case details, and activity logging, eliminating the need to navigate multiple records. Previously, the account home page offered only basic list views with limited context.
What all we can do with Account Intelligence view:
- Metrics
- Filters
- Mark Important
- Action(Edit, Delete,New)
- Return to List View
On hovering next to the account name, there appears a panel icon. Click this panel icon and see detailed activity, related opportunities and case data for that particular account. We can also see the total value of open opportunities and the next close date on the same page. We can also mark important accounts so as to make account handling efficient as per the priority.
What Metrics tell us:
- Total Accounts: The total accounts that satisfy the filtering criteria.
- With Opportunities: Accounts with open opportunities.
- No Recent Activity: Accounts with no completed activity in the past 30 days.
- With Upcoming Activity: Accounts that have upcoming activity in the next 30 days.
Metrics are responsive in nature and filter out records when clicked.
Summary
Salesforce Intelligence View is fascinating as it saves the time spent wandering between the screens. It helps us to get the gist of records without ferreting out too much information that too at a single glance. I liked this view a lot. Hope you will love it.
For additional questions on Experience please reach out to support@astreait.com