{"id":14806,"date":"2022-01-31T00:24:44","date_gmt":"2022-01-31T00:24:44","guid":{"rendered":"https:\/\/commandcenter.netline.com\/?p=14806"},"modified":"2025-04-11T16:17:45","modified_gmt":"2025-04-11T16:17:45","slug":"intentive-insights-salesforce-user-guide","status":"publish","type":"post","link":"https:\/\/commandcenter.netline.com\/index.php\/2022\/01\/31\/intentive-insights-salesforce-user-guide\/","title":{"rendered":"INTENTIVE Insights &#8211; Salesforce User Guide"},"content":{"rendered":"<span data-contrast=\"auto\">The INTENTIVE App for Salesforce makes buyer insights readily available for your sellers. Enable account prioritization, buyer discovery, and personalized outreach with first-party, buyer-level intent. There are two main ways you can view insights within Salesforce:<\/span>\r\n<ul>\r\n \t<li>At the account level, you have <strong>full visibility into the insights<\/strong> <strong>for up to three Explorers<\/strong>.<\/li>\r\n \t<li>At the summary reporting level, you have <strong>four custom dashboards that are available for one Explorer<\/strong>.<\/li>\r\n<\/ul>\r\nNetLine recommends connecting a Discovery Explorer (to uncover known and unknown accounts and buyers) to Salesforce as your primary Explorer. This will provide the most intent signals to your team, while still allowing the detailed views for reps at the account level.\r\n\r\nIf you haven&#8217;t already installed the app, please see <a href=\"https:\/\/commandcenter.netline.com\/index.php\/2023\/08\/24\/how-to-connect-intentive-insights-to-salesforce\/\" target=\"_blank\" rel=\"noopener\">How to Connect INTENTIVE Insights to Salesforce<\/a> to get started. Once completed, this document will guide you through the different views and insights available.\r\n\r\n<span data-contrast=\"auto\">Open the <\/span><b><span data-contrast=\"auto\">INTENTIVE Insights Lightning App<\/span><\/b><span data-contrast=\"auto\"> from the Salesforce App Launcher to get started! <\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span>\r\n\r\n<span data-contrast=\"auto\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14851\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2024\/01\/sfdc-intentive-app-navigation.png\" alt=\"Salesforce Intentive Insights app navigation\" width=\"1915\" height=\"89\" \/><\/span>\r\n\r\n<span data-contrast=\"auto\">The Home tab shows a summary of Intentive Companies with linked Salesforce Accounts, Account Score, Account Owners, Open Pipeline, and other key information.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span>\r\n\r\n<span data-contrast=\"auto\">When you clicked into a linked account in SF, you&#8217;ll see a holistic view of the Buyer Journey for that account.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span>\r\n<h3><b><span data-contrast=\"none\">INTENTIVE Insights Account Rollup Views<\/span><\/b><span data-ccp-props=\"{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h3>\r\n<span data-contrast=\"auto\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14809\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2024\/01\/sfdc-intentive-insights-docs-my-account-view.png\" alt=\"Salesforce Intentive Accounts view\" width=\"1909\" height=\"1032\" \/><\/span>\r\n\r\n<span data-contrast=\"auto\">Please note these out-of-the-box account rollup views are only available at this time for one Explorer within your INTENTIVE account. NetLine recommends connecting a <b>Discovery Explorer to populate these views to have the most data to work with<\/b>. You can always create your own custom reports in Salesforce and apply additional filters to hone in on what&#8217;s most important for your team. <\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span>\r\n\r\n<span data-contrast=\"auto\">The Accounts to Display dropdown provides the following options:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span>\r\n<table data-tablestyle=\"MsoTableGrid\" data-tablelook=\"1184\">\r\n<tbody>\r\n<tr>\r\n<td data-celllook=\"65536\"><b><span data-contrast=\"auto\">Option<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/td>\r\n<td data-celllook=\"65536\"><b><span data-contrast=\"auto\">Description<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/td>\r\n<td data-celllook=\"65536\"><b><span data-contrast=\"auto\">Permission Set Required<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td data-celllook=\"0\"><span data-contrast=\"auto\">My Accounts<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/td>\r\n<td data-celllook=\"0\"><span data-contrast=\"auto\">INTENTIVE Companies that have a linked Salesforce Account, where the Account Owner is the currently logged in user.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/td>\r\n<td data-celllook=\"0\"><span data-contrast=\"auto\">Intentive Sales User<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span>\r\n\r\n<span data-contrast=\"auto\">or<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span>\r\n\r\n<span data-contrast=\"auto\">Intentive Sales Manager<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td data-celllook=\"0\"><span data-contrast=\"auto\">My Team\u2019s Accounts<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/td>\r\n<td data-celllook=\"0\"><span data-contrast=\"auto\">INTENTIVE Companies that have a linked Salesforce Account, where the Account Owner is the currently logged in user or is subordinate to the currently logged in user in the Salesforce Role Hierarchy.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/td>\r\n<td data-celllook=\"0\"><span data-contrast=\"auto\">Intentive Sales Manager<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td data-celllook=\"0\"><span data-contrast=\"auto\">Unworked Accounts<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/td>\r\n<td data-celllook=\"0\"><span data-contrast=\"auto\">INTENTIVE Companies without a linked Salesforce Account.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/td>\r\n<td data-celllook=\"0\"><span data-contrast=\"auto\">Intentive Sales Manager<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td data-celllook=\"0\"><span data-contrast=\"auto\">All Accounts<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/td>\r\n<td data-celllook=\"0\"><span data-contrast=\"auto\">All INTENTIVE Companies for the selected Explorer.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/td>\r\n<td data-celllook=\"0\"><span data-contrast=\"auto\">Intentive Sales Manager<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n<span data-contrast=\"auto\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14852\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2024\/01\/sfdc-intentive-app-explorer-menu.png\" alt=\"Salesforce Explorer menu\" width=\"1876\" height=\"154\" \/><\/span>\r\n\r\n<span data-contrast=\"auto\">The Intentive Explorer dropdown shows the Explorer that has been synced from NetLine to Salesforce.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span>\r\n\r\n<span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14811 size-full\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2024\/01\/sfdc-intentive-report-columns-1.png\" alt=\"Salesforce Report Columns 1\" width=\"934\" height=\"385\" \/><\/span>\r\n\r\n<span data-contrast=\"auto\">The first four columns display INTENTIVE data from NetLine:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span>\r\n<ul>\r\n \t<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Company Name:<\/span><\/b><span data-contrast=\"auto\"> Name of the Company in NetLine.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\r\n \t<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Account Score:<\/span><\/b><span data-contrast=\"auto\"> Account Intent Score for this Company, for the selected Explorer.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\r\n \t<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Contributing Factors:<\/span><\/b><span data-contrast=\"auto\"> Account Activity that determines the Account Intent Scores.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\r\n \t<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Trending Topics:<\/span><\/b><span data-contrast=\"auto\"> Topics that buyers are engaging with in that account.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14812\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2024\/01\/sfdc-intentive-report-columns-2.png\" alt=\"Salesforce Report Columns 2\" width=\"1078\" height=\"249\" \/>\u00a0<\/span>\r\n\r\n<span data-contrast=\"auto\">The next five columns display Salesforce data:<\/span>\r\n<ul>\r\n \t<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Linked SF Account:<\/span><\/b><span data-contrast=\"auto\"> Salesforce Account linked to this INTENTIVE Company record. This linkage is automatically set during the sync process based on Account Website match. Users with the Intentive Sales Manager Permission Set have the ability to link and unlink Accounts from this table (see Action section below).<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\r\n \t<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Account Owner:<\/span><\/b><span data-contrast=\"auto\"> Owner of the linked Salesforce Account.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\r\n \t<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Website:<\/span><\/b><span data-contrast=\"auto\"> Website of the linked Salesforce Account.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\r\n \t<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Open Pipeline Value:<\/span><\/b><span data-contrast=\"auto\"> Sum of Opportunity Amount of Opportunities related to the linked Salesforce Account, that are not Closed.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span data-contrast=\"auto\">Clicking on the Open Pipeline Value amount in a row will open a modal displaying the Opportunities.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\r\n \t<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">SF Last Activity:<\/span><\/b><span data-contrast=\"auto\"> Last Activity Date of the linked Salesforce Account. This uses the standard Salesforce &#8220;LastActivityDate&#8221; field.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<span data-contrast=\"auto\">The Action column is visible to Users with the Intentive Sales Manager Permission Set.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span>\r\n<ul>\r\n \t<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Clicking <\/span><b><span data-contrast=\"auto\">Unlink<\/span><\/b><span data-contrast=\"auto\"> will remove the association between the INTENTIVE Company and the Salesforce Account. This can be useful if you would like to manually override the link, allowing you to set a new linked Account (see below).<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\r\n \t<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Clicking <\/span><b><span data-contrast=\"auto\">Link<\/span><\/b><span data-contrast=\"auto\"> will open a Modal to search for an existing Account or create a new Account, then link the Account to the INTENTIVE Company.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<b><span data-contrast=\"auto\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14853\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2024\/01\/sfdc-intentive-app-select-account-link.png\" alt=\"Select Account in Salesforce\" width=\"1898\" height=\"701\" \/><\/span><\/b>\r\n\r\n<b><span data-contrast=\"auto\">Link Existing Account:<\/span><\/b><span data-contrast=\"auto\">\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span>\r\n<ul>\r\n \t<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Search for an Account using the search bar and click Enter to see search results.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\r\n \t<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Select exactly 1 Account to link using the checkbox.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\r\n \t<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Click on Link Account.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<b><span data-contrast=\"auto\">Link New Account:<\/span><\/b><span data-contrast=\"auto\"> Alternatively, you can select Create Account to create a New Salesforce Account. The newly created Account will be added to the search results table. Select this account and click on Link Account.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span>\r\n<h3><b><span data-contrast=\"none\">INTENTIVE Account Activity View<\/span><\/b><span data-ccp-props=\"{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h3>\r\n<span data-contrast=\"auto\">The INTENTIVE Account Activity View provides a full view of the buyer&#8217;s journey for a specific account.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span>\r\n\r\n<span data-contrast=\"auto\">To access this, open an Account record where the INTENTIVE Canvas App is deployed.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span>\r\n\r\n<span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14814\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2024\/01\/sfdc-intentive-account-colgate.png\" alt=\"Salesforce Intentive Account Insights Colgate example\" width=\"624\" height=\"416\" \/>\u00a0<\/span>\r\n\r\n<i>Additionally, your Salesforce Administrator has the option of deploying the INTENTIVE Lightning Web Components to other Lightning Pages. If your Salesforce Administrator has done so, please work with them on the correct access locations.<\/i>\r\n<h3><b><span data-contrast=\"none\">INTENTIVE Data Sync<\/span><\/b><span data-ccp-props=\"{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h3>\r\n<span data-contrast=\"auto\">Once INTENTIVE data sync is activated for an INTENTIVE Explorer, buyer activity from the last 90 days will be synced to Salesforce daily. The daily sync will include:<\/span>\r\n<ul>\r\n \t<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">All INTENTIVE Companies that are part of the synced Explorer.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\r\n \t<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">INTENTIVE Buyer Activities from the last 90 days. Note that previously synced Buyer Activities from INTENTIVE will not be removed from Salesforce.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\r\n<\/ul>","protected":false},"excerpt":{"rendered":"The INTENTIVE App for Salesforce makes buyer insights readily available for your sellers. Enable account prioritization, buyer discovery, and personalized outreach with first-party, buyer-level intent. There are two main ways you can view insights within Salesforce: At the account level,&#8230;","protected":false},"author":5856,"featured_media":14855,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,32,1,25,49],"tags":[],"_links":{"self":[{"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/posts\/14806"}],"collection":[{"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/users\/5856"}],"replies":[{"embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/comments?post=14806"}],"version-history":[{"count":35,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/posts\/14806\/revisions"}],"predecessor-version":[{"id":14997,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/posts\/14806\/revisions\/14997"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/media\/14855"}],"wp:attachment":[{"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/media?parent=14806"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/categories?post=14806"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/tags?post=14806"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}