Extend the Hierarchy Context Switcher to Include New Summary Views for Sellers in Account Hierarchy Sub-view

Sellers can now navigate the Sales Account Hierarchy subview with additional goal-focused, contextualized views (Interaction Summary and Lead Summary) to help them improve their cross-account effectiveness.

Besides viewing the Opportunity Summary in Account hierarchy subview, seeing Interactions and Lead Summary for an account helps sellers enhance cross-account effectiveness by understanding how their actions in one account can influence others. For instance, if a seller is successful in closing a deal with one contact in an account, it can pave the way for more deals in the same account, improving future opportunities.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

You need to run the batch job (Refresh Denormalized Data for Account Hierarchy) to view the latest and updated data in the account hierarchy.

Access Requirements

Available for all users.