Intelligence View is a new productivity feature for users in Salesforce, designed to help them simply and easily identify prospects and customers that need attention. This will save them time, with less need to wade through multiple records, and they can also take action directly from the Object tab. Fewer clicks – happy users!
Once enabled via Setup, Intelligence View displays useful activity metrics on the Lead, Contact, and Account tabs. Previously, these tabs only displayed list views. Let’s take a look at how to set this up and the metrics included.
Lead Intelligence View
From the Leads tab, click the “Intelligence View” button.
From the Intelligence View, you can view important metrics about your leads, filter the view based on information such as created date and owner, and complete reach-out actions right from the Leads tab. If you would like to see even more detailed information for specific records, you can click on the side panel icon next to the record name.
At any time, you can quickly switch back to the original view by clicking the “List View” button.
- Metrics
- Filters
- Bookmark
- Activity Actions (Email, Call)
- Additional Actions (Edit, Delete)
- Return to List View
Metrics for leads include:
- Total Leads: The total number of leads that meet your filter criteria.
- No Activity: Leads with no completed activities.
- Idle: Leads with past activity, but no completed activities in the last 30 days.
- No Upcoming: Leads with recently completed activity but no future activities scheduled.
- Overdue: Leads with activities that are overdue.
- Due Today: Leads with activities due today.
- Upcoming: Leads with activities due in the next 30 days.
The metrics are responsive, so if you click on one of the values, e.g. No Activity, the Intelligence View will filter itself to show only those leads with no activities.
You can also bookmark important leads and come back to them anytime with ease using the bookmark icon or by selecting the My Important Leads view. Bookmarked leads are specific to the user and cannot be seen or shared by others.
Users will love the ability to log a call or send an email without needing to navigate away from the screen.
Contact Intelligence View
From the Contacts tab, click the “Intelligence View” button.
Intelligence View for contacts works in the same way as leads with the same metrics and the ability to filter, bookmark, and add activities.
At any time, you can quickly switch back to the original view by clicking the “List View” button.
- Metrics
- Filters
- Bookmark
- Activity Actions (Email, Call)
- Additional Actions (Edit, Delete)
- Return to List View
You can see in my screenshot for contacts that this time, I have filtered based on Owner equals My Team and not just Contacts owned by myself.
Metrics for contacts include:
- Total Contacts: The total number of contacts that meet your filter criteria.
- No Activity: Contacts with no completed activities.
- Idle: Contacts with past activity, but no completed activities in the last 30 days.
- No Upcoming: Contacts with recently completed activity but no future activities scheduled.
- Overdue: Contacts with activities that are overdue.
- Due Today: Contacts with activities due today.
- Upcoming: Contacts with activities due in the next 30 days.
Account Intelligence View
From the Accounts tab, click the”‘Intelligence View” button.
The Account Intelligence View is a dedicated space for account management, displaying important metrics about your accounts, as well as the ability to filter the view and complete reach-out actions without needing to leave the view. If you would like to see even more detailed information for specific records, you can click on the side panel icon next to the record name.
At any time, you can quickly switch back to the original view by clicking the “List View” button.
- Metrics
- Filters
- Bookmark
- Actions (Edit, Delete)
- Return to List View
In addition, if you hover next to the Account name, you will see a panel icon. Click on this and you will be presented with a pop-out panel that displays related records, including activities and opportunities.
Metrics for accounts include:
- Total Accounts: The total number of accounts that meet your filter criteria.
- With Opportunities: Accounts with open opportunities
- No Recent Activity: Accounts with no completed activities in 30 days.
- With Upcoming Activity: Accounts with activities due in the next 30 days.
The metrics are responsive, so if you click on one of the values, e.g. With Opportunities, the Intelligence View will filter itself to show only accounts with related open opportunities.
You can also bookmark up to 200 important accounts and come back to them anytime with ease using the bookmark icon or by selecting the My Important Accounts view. Bookmarked accounts are specific to the user and cannot be seen or shared by others.
Set Up Intelligence View
Now that we know what the two Intelligence Views look like, let’s take a look at how to set them up.
Lead Intelligence View Setup
To see the Lead Intelligence View, your Salesforce Administrator must turn it on in Setup and may need to add the Intelligence View button to the Lead List View button layout.
To see the Intelligence View, users go to the Lead tab and click Intelligence View. To return to the original list view, users can click List View. New Salesforce customers see the Lead Intelligence View by default.
Contact Intelligence View Setup
Turn on Contact Intelligence View in Contact Intelligence View Setup and add the Intelligence View button to the Contact List View button layout.
To see the Intelligence View, users go to the Contact tab and click Intelligence View. To return to the original list view, users can click List View. New Salesforce customers see the Contact Intelligence View by default.
Account Intelligence View Setup
Turn on Account Intelligence View in Account Intelligence View Setup and add the Intelligence View button to the Account List View button layout.
To see the Intelligence View, users go to the Account tab and click Intelligence View. To return to the original list view, users can click List View. New Salesforce customers see the Account Intelligence View by default.
Summary
I love Intelligence View – especially the responsive, clickable metrics. I think your users will like it too, but I’m not convinced the options will be obvious to them (e.g. bookmarks or clicking on the metric to filter).
Once set up, don’t forget to send a memo to your users so they fully understand the metrics being presented to them and how to make the most of the Intelligence View controls!
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