Enable Sales Insights for Custom Layouts in Classic Sales UI

Here are the steps to display the Sales Insights section for a custom account layout page for your classic sales UI. You can also follow similar steps to show the Sales Insights section for custom sales lead and opportunity layout pages.

Note:

When you first enable Sales Insights for a business or custom object, then all other objects that support the Sales Insights feature are automatically enabled and ready for use.

1. Ensure you're working in an active sandbox.

2. Click Navigator > Configuration > Application Composer.

3. In the Objects navigation tree, expand Standard Objects and then expand the object whose pages you want to change. For example, select the Account object.

   Note:

   Select the Sales Lead object to display Sales Insights section for the leads UI and select Opportunity object to display Sales Insights section for the opportunities UI.

4. Click the Pages node.

5. Ensure that the Application Pages tab is selected for either the account, contact, household, or partner object.

6. In the Details Page Layouts region, edit the relevant layout.

   If none exists, then duplicate the standard layout using the duplicate layout icon, and edit the resulting layout.

7. In the Details Layout page for Account, click the Profile tab.

   Note:

   Click the Summary tab if you're displaying the Sales Insights section for leads and opportunities.

8. In the Sales Insights region for the selected object, click Show to show the Sales Insights region at runtime.

   Here's an example screen shot for the Account object.

   

9. Click Save and Close, then Done.

10. Publish the sandbox according to your company's business practices.