Intelligence View in Salesforce is one of the powerful tools introduced in the Winter ‘24 release. With the help of intelligence view, managing leads and contacts just got a whole lot smarter, increasing the productivity of the users. In this blog, we will explore the Intelligence View in Salesforce.
What is the Intelligence View in Salesforce?
Intelligence View is a smarter, more visual way to work with your Leads and Contacts in Salesforce. This feature is an enhancement to the traditional list view. Instead of seeing a basic table, you get a screen that shows helpful insights like how many leads you’re working on, which ones were last updated, how old your contacts are, and more.
It’s like a mini dashboard built right into your list view. It provides actionable insights, engagement metrics, and the ability to take immediate action, all from a single screen.
How to enable Intelligence View in Salesforce?
To enable the intelligence view in Salesforce, follow the steps below:
- Log in to your Salesforce org
- Navigate to Setup
- In the setup, search for the Intelligence view.
- Select Lead or Contact Intelligence View and enable the intelligence view.
- Click “Add Button” to add the “Intelligence View” standard button to your List View button layout.
Enable Lead Intelligence View
Enable Contact Intelligence View
What are the features/Metrics included in the intelligence view?
Intelligence view provides us with two different metrics to see the records data
- Engagement Metrics – indicate the level of interaction and activity with a lead or contact.
- Activity Metrics – focus on the specific tasks and actions taken.
Lead/Contact Activity Metrics
Activity metrics include both events and tasks.
- Total Leads/Contacts: The total number of leads/contacts that meet your filter criteria.
- No Activity: Leads/Contacts with no completed activities.
- Idle: Leads/Contacts with past activity, but no completed activities in the last 30 days.
- No Upcoming: Leads/Contacts with recently completed activity but no future activities scheduled.
- Overdue: Leads/Contacts with activities that are overdue.
- Due Today: Leads/Contacts with activities due today.
- Upcoming: Leads/Contacts with activities due in the next 30 days.
Lead/Contact Engagement Metrics
- Not contacted
- Contact attempted
- Engaged
- Meeting scheduled
- Meeting declined
- Disqualified
Lead/Contact Intelligence View Features
- Types of Metrics in the Intelligence View – using this, you can switch between Activity and Engagement metrics.
- Different insights provided by the Activity/Engagement metric
- Owner Filter – to filter records based on the record’s owner
- Bookmarked records – shows a list of records that you have bookmarked
- To open the filter panel as shown in 7
- Mass action on the records – example: sending list emails to bulk records
- Filter conditions view
- Date filters
- Actions – Email and Call actions
- Side Panel – To see detailed activity for a particular Lead/Contact, click the side panel icon next to the Lead/Contact record.
Note: In the top right corner of the Intelligence view page, you can see “List View”; using this button, you can go back to the normal/ traditional table list view.
Account Intelligence view
With the help of Account Intelligence View, we can manage accounts efficiently. Using the Account Intelligence view, we can quickly filter account records. Identify recent active accounts. View Opportunity metrics at a glance. Access detailed activity and related records like Opportunities and Cases directly from the side panel. You can also Send Emails or Log Tasks from the side panel.
Account Metrics
- Total Accounts: The total number of accounts that meet your filter criteria.
- With Opportunities: The number of accounts with open opportunities.
- No Recent Activity: The number of accounts with no activities completed in the last 30 days.
- With Upcoming Activity: The number of accounts with activities scheduled in the next 30 days.
Also Read – How to Refresh Salesforce Sandbox
FAQs
1. How do I turn on intelligence view in Salesforce?
To turn the intelligence view, open Setup -> Type “Intelligence View” in the search box -> Select Lead or Contact Intelligence view setup -> Enable the button “Turn On Contact Intelligence View” for Contact or “Turn On Lead Intelligence View” for Lead.
2. How does a user return to the original List View from the Intelligence View?
To return to the List View, you can click the “List View” button in the top right corner of the intelligence view.
3. For which Salesforce Objects is the intelligence view available?
Intelligence View is available for Lead, Contact and Account Objects.
Conclusion
Salesforce Intelligence View is a game-changer for sales teams and anyone managing leads or contacts. By consolidating metrics, actions, and insights into a single, streamlined view, it empowers users to act faster, prioritise better, and ultimately close more deals.
