Lesson: 08 | Contact Intelligence View

Notes

Notes

The Contact Intelligence View is a feature within Salesforce that offers a specialized way to manage and interact with your contacts. Here's a summary of what you provided:

Accessing the Contact Intelligence View:

To access the Contact Intelligence View, go to the Contact home page within Salesforce.
Click on the "Intelligence View" option.
To switch back to the standard list view, you can click on "List View."

Key Features of the Contact Intelligence View:

Filtering Contacts: In the Contact Intelligence View, you can efficiently filter your contacts based on specific criteria, helping you focus on the contacts that are most relevant to your current needs or preferences.
Aggregate Activity Statistics: The Contact Intelligence View provides aggregated statistics for the contacts displayed. These statistics give you insights into the activity and engagement of your contacts, enabling you to make informed decisions about your outreach efforts.
Taking Action: You can take action directly from the Contacts tab within the Intelligence View. This means you can engage with your contacts, such as sending messages or setting tasks, without the need to navigate to different sections of Salesforce.
Detailed Activity Information: Detailed activity information for individual contact records can be accessed by clicking on a side panel icon next to the contact's name. This feature allows you to delve into the specific activities and interactions associated with each contact.

Contact Activity Metrics: The Contact Intelligence View provides various metrics related to contact activities. These metrics include counts for different contact activity categories, such as total contacts, contacts with no activity, idle contacts, contacts with overdue activities, and more. These metrics help you assess the engagement status of your contacts.

Enabling the Contact Intelligence View:

To use the Contact Intelligence View, your Salesforce Administrator must enable it in the Salesforce Setup.
Additionally, the administrator may need to add the Intelligence View button to the Contact List View button layout to make it accessible for users.

The Contact Intelligence View enhances your contact management capabilities within Salesforce, making it easier to track, engage, and make data-driven decisions related to your contacts.

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Lesson: 08 | Contact Intelligence View

Notes

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