Monitor every order tied to an account across its lifecycle with the Account Insights Order Status dashboard. Spot at-risk or stalled orders, see which ones need attention first, and follow up before fulfillment slips. Key account managers stay ahead of order issues and keep commitments on track.
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 Insights 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.