--- schema_version: "1" id: 264e7d456faf82eec2b7c7a1e8255ce92e766baa81daf6459af08a78b761be94 title: Guidelines for the Account Intelligence View collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/account_intelligence_view_guidelines.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.account_intelligence_view_guidelines.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: ec28c28fb07855576ced75d87ba09f2c20e8e03a736c2eec9db304a24f054e76 description: Streamline your workflow by keeping a few guidelines about the Account Intelligence view in mind. products: - Sales Cloud release: "264" --- # Guidelines for the Account Intelligence View Streamline your workflow by keeping a few guidelines about the Account Intelligence view in mind. ### Required Editions
Available in: Lightning Experience
Available with Sales in: Professional, Enterprise, Performance, and Unlimited Editions
## Account Intelligence Views - The default Account Intelligence views are My Accounts and My Important Accounts. - You can edit and rename default Account Intelligence views, but you can’t share, clone, or delete them. - To see a list of all accounts, switch to the Accounts list view. ## Custom Filters - Account Intelligence views and saved filters are unique to the Account Intelligence view. They aren’t shared with the Account list view. - To quickly change the list of Accounts, select a metric filter in the header row, such as With Opportunities or With Upcoming Activity. Or, use the Activity or Owner dropdown filters to temporarily change the list view. ![The Account Intelligence view, with callouts around the With Opportunities metric, the Activity and Owner filter, and the Show Filters button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/accounts/sales_account_intelligence_view_filters.png) - To persist your filters for a particular list in the Account Intelligence view, set them in the filter panel by selecting the Show Filters button ![The filter icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/accounts/sales_account_intelligence_view_filter_icon.png). - To further refine your list view, set additional filter criteria in the filter panel. ![The Account Intelligence view with the filter panel open and the Add Filter and Add Filter Logic buttons highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/accounts/sales_account_intelligence_view_filter_panel.png) - The Activity filter shows you accounts with completed activity within the date range that you specify. To see accounts with no completed activity, select **Never**. ![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_example.png) Example The Acme Global account has one upcoming task. This new account doesn’t have any completed past activities. To see this account in the list of accounts in the Account Intelligence view, select **Never** in the Activity filter criteria ## Accounts Marked as Important - You can see and mark accounts as important in the Account Intelligence view only. - Users can mark up to 200 accounts as important. - The important designation is visible only to the user who marked the accounts as important. The list of important accounts can’t be shared with other users. ## Opportunity Metrics - The Account Intelligence view supports standard and custom number and currency fields for summarizing opportunity metrics. The default field is Amount. - You can choose which opportunity field to use for metrics summaries based on the fields a Salesforce admin has configured. Set or change the summary field in the Account Intelligence view by using the available fields in the List View Controls menu. - When an admin changes the default opportunity summary field for the Account Intelligence view, that action changes the default Opportunity summary field for the Pipeline Inspection view. ## Opportunities and Cases in the Side Panel - The side panel shows up to five open opportunities and five open cases. - To see a list of all related records, including closed records, click **All Opportunities** or **All Cases**. - The sort order of the opportunities and cases related lists determines the sort order of the opportunities and cases shown in the side panel. ## Activities in the Side Panel - Which metrics you see depends on which features are enabled. To see the complete timeline of your interactions with each account, set up Einstein Activity Capture. - In the Upcoming Activity section, only one open activity is shown, with a due date within 6 months from the current date. Open tasks that don’t have a due date aren’t included. Open tasks that are overdue are included. - In the Recent Activities section, the selection in the Activity dropdown in the side panel determines the filter time frame, not the Activity dropdown in the main Account Intelligence view. #### See Also - [Set Up Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_setup_parent.htm&type=5&language=en_US) - [Things to Know About Activities](https://help.salesforce.com/s/articleView?id=sales.activities_supplemental.htm&type=5&language=en_US) - [Work with List Views in Lightning Experience](https://help.salesforce.com/s/articleView?id=xcloud.basics_understanding_list_views_lex.htm&type=5&language=en_US) - [Edit List View Filters in Lightning Experience](https://help.salesforce.com/s/articleView?id=xcloud.customviews_edit_filters_lex.htm&type=5&language=en_US)