Get the most out of accounts by merging duplicates, sharing accounts with the right people, seeing the history of an account, and more. And, get vital account metrics using the Account Intelligence view.
Required Editions
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Business accounts available in: both Salesforce Classic and Lightning Experience Business accounts available in: All Editions |
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Person accounts available in: Both Salesforce Classic and Lightning Experience Person accounts available in Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- Account Intelligence View
To help you prioritize your records based on activity and opportunity data, the Account Intelligence view adds more capabilities to the standard list view. See account activity, scan vital opportunity metrics, review cases, and log activities, all in one dedicated workspace. - Share Accounts
Your administrator defines your organization's sharing model and your organization's default account access levels for territories. However, you can extend sharing privileges for your own data on an account-by-account basis. - Merge Duplicate Accounts
Keep your records clean and free of duplicates so you can reach more customers and maintain better relationships with them. - View and Convert Leads on an Account
Accounts show leads matched to a business account, with the best matches first. Convert leads without leaving the account. - Account History
Use the Account History related list on an account detail page to track the changes to the account.