Adding Account Insights to the Account Layout
Account Insights provides an aggregated view of the most crucial buying signal data for your target accounts right within Salesforce.
Account Insights Salesforce Module Overview
- Account Insights is part of the Terminus Insights managed package for Salesforce. This feature is a Visualforce page containing a URL iframe to the domain studio.terminusplatform.com
- What this package will not do:
- Does not contain any additional Apex code or triggers
- Does not modify any existing Salesforce data
- Does not modify any users or permissions
- The activity data shown in Account Insights leverages your existing SFDC integration with Terminus Data Studio.
- A standard SFDC integration leverages 9 total data objects in addition to the Account record.
Contents of the Salesforce Managed Package
Installation Instructions
1. Installing Account Insights Visualforce page
2. Grant user profiles access to the Visualforce page within Salesforce
b) If using Salesforce Classic:
- Navigate to Setup
- On the left rail, search for “Visualforce Pages”
- Click “T” on the table navigation and click the “Security” hyperlink on the row of “Terminus_Account_Insights”
- Select the user profiles in the “Available Profiles” table and click the “Add” button
- Click the “Save” button
- On the left rail, search for “Profiles”
- Locate the profile that is expected to have access, and click the “Profile Name” link
- Look up “Enabled Visualforce Page Access” and validate that “Terminus_Account_Insights” is included in the section for the Profile
VISUAL STEPS:
3a. Implementing the Visualforce page on the Account layout, in Salesforce Classic
- Navigate to “Service Setup”
- On the left rail navigate to “User Interface” > “Objects and Fields” > “Object Manager”
- Navigate to the “Account” record
- Navigate to desired Account page layout
- In the console view (top of the page), navigate to the “Visualforce Pages” section
- Locate the “Terminus Account Insights” Visualforce page and drag onto desired panel location.
- We recommend implementing our Visualforce page within a dedicated “Section” (1-Column) named “Terminus Account Insights”
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Click the top-right “properties” icon within Visualforce panel
- Width: 100% (recommended)
- Height: 800px (recommended)
- Show scrollbars: Disabled
- Show label: Disabled
- Click “Save” button
VISUAL STEPS:
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