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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.
- Importing data from Market Map to Salesforce and configuring Market Map settings are pre-requisite to installing the Similar Accounts component
- You need appropriate permissions to edit the Account Page for the salesforce users who will use the Similar Accounts Component. Contact your salesforce administrator to request permissions as necessary.
- 1.Open a Account page record & select "Edit Page" From the Setup Menu.
Choose Edit Page to enter Lightning page editor - 2.Open the Tab editor for the left column and add a new tab.
Add a new tab to left column for the similar accounts module - 3.Select a name for your new tab. We like "Similar Accounts".
Choose a name for the tab where the similar accounts component will live - 4.Drag the "Gradient Works Market Map" custom component to your new tab.
Drag the Gradient Works Market Map component to your new tab in Salesforce. - 5.Save the Account Page Layout and return to the account record in Salesforce. You're done.
Last modified 2mo ago