Salesforce Consultant Tableau-CRM-and-Einstein-Discovery-Consultant Question # 24 Topic 3 Discussion

To increase adoption among account managers who need comprehensive account overviews, embedding a dashboard onto the account record page with filters that dynamically adjust to show relevant data about active cases, opportunities, and product whitespace is most effective. Here’s how to implement this:

Design a comprehensive dashboard in Tableau CRM that includes all the necessary lenses and widgets to show key details such as active cases,opportunities, and potential product sales opportunities.

Ensure the dashboard can dynamically filter data based on the account being viewed. This typically involves using dynamic dashboard filters linked to the account record page.

Embed the dashboard onto the Salesforce account record page. This integration allows account managers to have all the necessary information directly within the context of the account they are viewing, enhancing usability and relevance.

This approach promotes better user engagement by providing relevant data directly within the user's workflow.