Display the Most Relevant Items to You
You can display the most relevant items on a landing page by selecting the My List for <object> list (the object changes depending on the list page). Selecting the My List for Accounts, for example, displays a list of accounts ranked by the number of times you've opened each account, its contacts, and its opportunities, and how recently you opened these. So, if today, you view or update information related to Acme 4 times, but only open Pinnacle once, then Acme appears higher on the list than Pinnacle.
Where an item appears on the list depends on a calculated score. The score is calculated using a number of factors:
- Recency: The last time you interacted with the record.
- Frequency: How often you interact with the record.
- Favorites: If you marked the record as a favorite.
- Urgency: When an action is expected from you. This could be a task due tomorrow, an upcoming appointment, and so on.
- Related objects: Relevancy scores are boosted for related accounts, opportunities, or leads associated with overdue tasks and appointments.
- Event-based updates: For opportunities, updates to win probability, status, and sales stage boost the relevancy score.