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  1. ACCOUNT RESEARCH
  2. Market Map
  3. Salesforce Integration

How to Install Similar Accounts Component

Use the following steps to install the similar accounts component to your salesforce instance and enable your reps prospect to similar accounts.

PreviousSalesforce IntegrationNextCRM Export

Last updated 7 months ago

  • and are pre-requisites to installing the Reference Accounts component.

  • You need appropriate permissions to edit the Account Page for the salesforce users who will use the Reference Accounts Component. Contact your salesforce administrator to request permissions as necessary.

  1. Open a Account page record & select "Edit Page" From the Setup Menu.

  2. Open the Tab editor for the left column and add a new tab.

  3. Select a name for your new tab. We like "Similar Accounts".

  4. Drag the "Gradient Works Market Map" custom component to your new tab.

  5. Save the Account Page Layout and return to the account record in Salesforce. You're done.

Choose Edit Page to enter Lightning page editor
Add a new tab to left column for the similar accounts module
Choose a name for the tab where the similar accounts component will live
Drag the Gradient Works Market Map component to your new tab in Salesforce.
configuring Market Map settings
Importing data from Market Map to Salesforce