In Account Intelligence View, how do users access insights on a specific account?

Prepare for the Salesforce Agentforce Specialist Certification Test with engaging flashcards and multiple choice questions. Each question includes hints and explanations. Enhance your readiness for the certification exam!

Users access insights on a specific account in the Account Intelligence View by opening the side panel, which is done by clicking an icon beside the record name. This feature is designed to provide an intuitive and streamlined way for users to gather detailed information and insights about the account without navigating away from the main interface. By utilizing the side panel, users can quickly view relevant data, such as account performance, recent activity, and key metrics that aid in understanding the account's status and potential opportunities. This method enhances user experience and allows for more efficient interactions with account information in Salesforce.

Subscribe

Get the latest from Examzify

You can unsubscribe at any time. Read our privacy policy