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            Turn On the Account Intelligence View

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            Turn On the Account Intelligence View

            To view account activities, see vital account metrics, and access related records in one dedicated workspace, turn on the Account Intelligence view.

            Required Editions

            Available in: Lightning Experience
            Available with Sales in: Professional, Enterprise, Performance, and Unlimited Editions
            User Permissions Needed
            To set up accounts: Modify Application
            Tip
            Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.

            The Account Intelligence view is the default view for most users. To see the Account Intelligence view, click Intelligence View from the Account list view page. To return to the Account list view, click List View. If you don’t see the Account Intelligence view, your Salesforce admin can turn it on by using these steps.

            1. From Setup, in the Quick Find box, enter Account Intelligence View, and then select Account Intelligence View Setup.
              The Setup page for the Account Intelligence view
            2. Turn on Account Intelligence View.
            3. Add the Intelligence View button to your Accounts List View button layout.
              1. Click Add Button
              2. Select Intelligence View
              3. Save your changes

            Optionally, select the opportunity fields users can apply when customizing their Account Intelligence metrics. The default value is Amount.

            To get the most out of the Account Intelligence View, turn on Einstein Activity Capture.

            See Also

             
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