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.

  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.

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