Account Insights: Basic Requirements & Data Sources

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

This article gives an overview of general requirements and data sources you should configure in order to leverage the full functionality of this feature, including:

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

 

Requirements

  • Salesforce licenses supported: Professional, Enterprise, and Unlimited Editions
  • Salesforce layouts supported: Salesforce Classic and Lightning Experience
  • Salesforce administrator user with READ/WRITE access

Data Sources

Before installing, it is recommended that Orphan Lead Finder be enabled in your Terminus Data Studio instance. Typically, Orphan Lead Finder will be configured as part of your Terminus onboarding process, but can also be enabled by your Org Admin. If you are not certain if this was configured during onboarding, or you do not have the necessary permission levels, please consult with either your Onboarding Specialist or Customer Success Manager.

Additionally, in order to leverage the full functionality of this package, the following features should be configured in the Terminus Platform before installing. If you are a SFDC Admin, and are not sure if these features have been setup, we’d recommend consulting with your Terminus Org Admin and/or main end users first.

Sales & Marketing Activity

Sales Activity (blue) will populate in both the “Activities” and “Journey” tabs in the Account Insights package. This information is based on tracked Sales Activities from your CRM/Marketing Automation platform, as determined during the configuration stage of your Terminus Data Studio onboarding.  

Marketing Activity (orange) will populate in both the “Activities” and “Journey” tabs in the Account Insights package. This information is based on tracked Campaign Member Responses from your CRM/Marketing Automation platform, as determined during the configuration stage of your Data Studio onboarding.  

If you do not see data populating in these areas, please consult this article, or reach out to support@terminus.com.

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Engagement Model

Terminus’s Engagement Spike feature will power data in the “Interest on Website” section of the Insights tab, and timeline events in the Activities tab.

In order to see this information in the package, you will need to create at least one Engagement Model in the Terminus platform. If you do not see data populating in these areas after an engagement model has been created (note: this data updates weekly in the Terminus platform), please reach out to support@terminus.com.

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Visitor ID

Terminus’s Visitor ID feature will power data in the “Activity Trends” section of the Insights tab, and timeline events in the Activities tab.

In order to see this information in the package, you will need to install the Visitor ID script on your website. If you do not see data populating in these areas after installing the script, and confirming that you see website activity in the Terminus platform, please reach out to support@terminus.com.

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Bombora Intent

Terminus’s native integration with the Bombora platform will power data in the “Topics Most Frequently Searched” section of the Insights tab, and timeline events in the Activities tab.

In order to see this information in the package, you will need to have purchased a subscription for Bombora intent data, and have configured the integration in Data Studio. If you do not see data populating in these areas, please reach out to support@terminus.com.

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Standard Data Mapping

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