Defining Insight Types

The insight type entity is used to define the configuration of a specific type of alert to display extra information related to one or more records in context. Refer to Insight Types for a detailed description of the supported functionality.

To view or maintain insight types, open Admin > General > Insight Type.

This is a standard All-in-One portal.

The information captured on the insight type depends on the record's business object. Refer to the embedded help text for more information.

Related Insight Groups

If there are any insight groups that reference this insight type, the Related Insight Groups zone displays the linked insight groups.