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 install this feature within your instance of Salesforce, including:

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


Account Insights Salesforce Module Overview:

  • What this unmanaged package does:
    • Visualforce page containing a URL iframe to the domain app.brightfunnel.com
  • What this unmanaged 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 the Terminus Hub. 

  • A standard SFDC integration leverages 9 total data objects in addition to the Account record.

 

Contents of the Salesforce Unmanaged Package


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Testing in a Sandbox Environment

Customers that require testing in a sandbox environment before installing in their production instance of SFDC can follow the installation steps below. Expected behavior for Sandbox testing is seeing an “Access denied” page, because of our SFDC authentication process. Once your Visualforce page is deployed on your production Salesforce instance (i.e. the same one integrated with the Terminus Hub), the Account Insights feature will continue to load.

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Since the Terminus Hub is connected to your production instance of SFDC, we will not be able to return data to your sandbox environment. 

If you have further questions, please reach out to support@terminus.com.


Installation Instructions

1. Installing Account Insights Visualforce page, via unmanaged package

VISUAL STEPS:

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2. Grant user profiles access to the Visualforce page within Salesforce

  • 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:

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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”
  • 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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3b. Implementing the Visualforce page on the Account layout, in Lightning Experience

  • 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:

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4a. Reviewing Your Marketing Activity Settings in Terminus Hub

Once you’ve installed the package, you should expect your data in Account Insights to match what is available in your instance of the Terminus Hub. 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 Hub configuration, you do not need to review the CampaignMember validity section.

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  • Login to Terminus Hub 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

4b. Reviewing your sales activity settings in Terminus Hub

  • Login to Terminus Hub as an admin user (link)
  • On the bottom left, navigate to User>Pages & Features
  • Click “Sales Activity”
  • Ensure “Enable Task Activity” is enabled
    • Review “Enabled User Roles”, which determine whitelisted tasks based on the user’s role that created the task record
    • Review the “Enabled Types”, which determine whitelisted tasks based on the “Type” field on the task record
    • Click “Save Changes”,  and changes will be reflected on the next data-cycle (typically one day)

4c. Reviewing your Bombora Intent Surge settings in Terminus Hub

  • Login to Terminus Hub 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”

4d. Reviewing your Engagement Spike Models settings in Terminus Engage

  • Login to Terminus Engage (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


Do my Salesforce users also need Terminus Hub 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 the Hub, 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

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What happens when there’s no data returned?

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

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  • 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:

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  • Contact support@terminus.com to help further troubleshoot

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

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      • Contact your CSM to help further troubleshoot or purchase


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

 

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