Account Insights for Salesforce: Configuration Guide

Account Insights provides an aggregated view of the most crucial buying signal data for your target accounts right within Salesforce.

This article will walk through the necessary steps to configure this feature within your instance of Salesforce, including:

• Salesforce Module Overview
• Installation Instructions
• Troubleshooting and FAQs

In addition to the information provided in this article, you can also access the following related articles:

• Account Insights: Feature Overview
• Account Insights: Basic Requirements & Data Sources

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.

 

 

Installation Instructions

Please use refer to the installation instructions in this article to install the Terminus Insights managed package, which will include Account Insights.

 

a) If using Salesforce Lightning:

• Navigate to “Service Setup”
• On the left rail navigate to “Platform Tools” > “Custom Code” > “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 navigate to “Administration” > “Users” > “Profiles”
• Locate the profile that is expected to have access, and click the “Profile Name” link
• In the “Apps” table, click the “Visualforce Page Access” link
• Validate that “Terminus_Account_Insights” is enabled for the profile within the table

VISUAL STEPS:

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:

 

• 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”
• 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:

• Navigate to “Service Setup”
• On the left rail navigate to “User Interface” > “Objects and Fields” > “Object Manager”
• Navigate to the “Account” record
• Navigate to “Lightning Record Pages”
• Navigate to your desired Account Lightning Record page layout
• Click the “Edit” button, which will navigate you to the Lightning App Builder
• Drag a Visualforce component from the left rail to the desired Lightning Component.  
• We recommend implementing our Visualforce page within a dedicated “Tab” Lightning component
• Click the newly added Visualforce component within the editor to modify its attributes:
  • Label:  “Terminus Account Insights” (recommended)
  • Visualforce Page Name:  “Terminus Account Insights” (required)
  • Height:  600px (recommended)
  • Component Visibility (optional):  By default, anyone with component visibility will have access to this feature.  Leveraging the filters will enable specific permissioning (e.g. by user role)
• Click “Save” button

VISUAL STEPS:

Once you’ve installed the package, you should expect your data in Account Insights to match what is available in your instance of Data Studio. To review and/or verify how your data sources for Account Insights are configured in the Terminus platform, a Terminus Org Admin can take the following steps (however, these steps are not required to complete for successful package installation):

NOTE: If you selected a “Touch Based” or “Response Based” attribution type during your Data Studio configuration, you do not need to review the CampaignMember validity section.

• Login to Terminus Data Studio as an admin user (link)
• On the bottom left, navigate to User>Configuration
• Field mapping:
• Campaign Type Field
• Activity Date Field
• Attribution Type
• Validity rules:
  • Campaign
  • CampaignMember
  • Lead
  • Contact

 

In order to configure Sales Activity in the Terminus Data Studio, you must first have User Roles set up in Salesforce.

To configure sales activity in Data Studio, your Terminus Org Admins should:

• • From the "Settings" menu in the Data Studio (gear icon on left panel) select 'Pages and Features'
  • Click 'Sales Activity'
  • Toggle 'Enable Task Activity' to on
  • Select either 'Created By' or 'Assigned To' from the User Mapping Type dropdown
  • Drag all User Roles whose activity you want to view from the 'Disabled User Roles' box on the right into the ‘Enabled User Roles’ box on the left and click ‘Save Changes’
  • Drag all valid Sales Activity Types from the 'Disabled Types' box on the right into the ‘Enabled Types’ box on the left and click ‘Save Changes’

• Login to Data Studio as an admin user (link)
• On the bottom left, navigate to User>Configuration
• Click “Bombora Intent”
• Review your up to 12 total selected topics
• Review your “Score Threshold”
• Click “Save”

• Login to Terminus Ad Experiences (link)
• Navigate to “Engagement Spike”
• Add new models if you haven’t set up all your allocated models yet
• Review an existing model and the URL model pages within by clicking the model name

Troubleshooting & Frequently Asked Questions

 

Can I test the Account Insights package in a sandbox environment?

Since Terminus Data Studio is connected to your production instance of SFDC, we will not be able to return data to your sandbox environment. As a result, installing & testing the Account Insights package in a sandbox environment is currently not supported.

Do my Salesforce users also need Terminus Data Studio login credentials to access?

• No, users will have access to the Account Insights data as long as they:  are logged into Salesforce, and have access to the Account layout containing the Visualforce page

Is the data shown in real-time?

• The opportunities, contacts, sales activities, and marketing activities shown in the Account Insights are updated daily and are not real-time
• VID anonymous page views, engagement spikes, and Bombora Intent surges are calculated weekly (Sunday night) and are not real-time

Where does the data come from?

• See the data mapping section for details (see below)

Can I use custom anonymous website visit data or intent data?

• We exclusively leverage the data integrated in Data Studio, and do not support custom activities (e.g. Google Analytics website data, third party intent data, non-Terminus distributed Bombora intent data)

Why are some of my sales activities (i.e. tasks) missing?

• The Account Insights feature will only show activities that are created by whitelisted user roles, with whitelisted task types. To check which tasks will show, navigate to the User>Pages & Features>Sales Activities
• Changes made in this page will take a data refresh (1 day) to reflect

What happens when there’s no data returned?

Example #1:  Application loads, because there’s no data for the account

• No marketing activities within the last 90 days
• No sales activities within the last 90 days
• No anonymous website visits (VID) within the last 90 days
• No anonymous engagement spikes within the last 90 days
• No Bombora Intent Surges within the last 90 days
• No new leads or contacts created within the last 90 days

Example #2:  Application does not load because it cannot authenticate:

• Contact support through the Terminus Support Portal to help further troubleshoot

Example #3:  Cannot access Engagement Spike or Bombora Intent data

• Contact your CSM to help further troubleshoot or purchase
  • Note: The message "Contact your Terminus Customer Success Manager to Enable Engagement Spikes" can still be present if a user has Engagement Spikes enabled, but Terminus has not yet recognized any spiking accounts. The message will remain on the Account Insights page until at least one account has spiked on any Engagement Models. 

Why is the Visualforce page not loading?

• In Salesforce, some ad-blockers will block *.brightfunnel.com* and prevent the iframe from loading.  We recommend that ad-block users whitelist our domain