See which accounts need attention and which are ready to grow, at a glance. Review planned business at a glance, identify which accounts need follow-up for incoming orders, and separate high-performing accounts from those at risk of churn. Relationship length and customer lifetime value help you prioritize retention and growth.
Where:This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Agentforce Manufacturing, Einstein For Manufacturing, and Data 360 enabled.
Who: To use the Account Health dashboards, users need the Sales Agreement PSL, Tableau Next, and Data Cloud permissions, and the Sales Agreement preference enabled.
How: In Setup, select Salesforce Go from the gear menu and select Tableau Next Apps for Manufacturing. Click Get Started, turn on the feature, and follow the instructions.