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Set the Layout of Account Profile Pages

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Set the Layout of Account Profile Pages

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Insights administrators can create account profile layouts to customize the account profile pages that are displayed within Insights. Insights administrators can also assign account profile layouts to be used when Insights is embedded into Salesforce or another application.

When you create a layout, the layout is initially a draft layout. Draft layouts are only visible in the Insights settings area. After editing and previewing a draft layout, you can make the layout available to all Insights users. If you make several layouts available, Insights users can choose which layout to use when they view account profile pages. See Using Account Dashboards for more information.

You can assign a layout to be the default layout for Insights users. See Manage Account Profile Layouts for more information.

Alternatively, after editing and previewing a draft layout, you can:

  • Assign the layout to be used when Insights is embedded into Salesforce. See Embed Insights on Your Salesforce Account Profile for more information about embedding Insights into Salesforce. You can assign at most one layout to be used when Insights is embedded into Salesforce.
  • Assign the layout to be used when Insights is embedded into a custom application. See Embed Account Profiles in Your Application for more information about embedding Insights into custom applications. You can assign at most one layout to be used when Insights is embedded into a custom application.

See Manage Account Profile Layouts for more information.

Create an Account Profile Layout

Account profile pages comprise a sequence of sections that contain headlines and panels:

  • Each section can have either one or two columns.
  • Headlines highlight the values of account attributes and provide graphs of account metrics.
  • Panels list the values of account attributes and metrics.

The following figure shows the types of item that are available on account profile pages:

Insights_Account_Layout_Items.png

To create an account profile layout:

  1. From the profile menu, navigate to Settings > Manage Account Profile Layout.

    The Manage Layouts page opens.

  2. On the Manage Layouts page, click Create New.

  3. Enter a name for the layout in the Label field.

    Each layout must have a key that uniquely identifies the layout. Select the Key field to automatically assign a key, then modify the key if necessary.

  4. Click Create.

    The layout editor opens. The default layout contains headlines for account metrics, a panel for account attributes, and a panel for account metrics.

  5. Customize the sections, headlines, and panels:

    • Use the Single Column and Two Columns buttons to set the number of columns in a section.

    • Click Add Component to create a headline or panel in a section.

      Each headline displays a single attribute or metric. To specify the attribute or metric, click Add an Item in the Edit Your Headline dialog box. After selecting the attribute or metric, you can customize the headline name, type, and size (in the Advanced Options section).

      Each panel displays multiple attributes or metrics. To specify the attributes and metrics, click Add an Item in the Edit Your Panel dialog box. You can also add all attributes and metrics from data sources.

    • Use the up, down, left, and right arrow buttons to move headlines and panels within and between sections.

    • Use the Up and Down buttons to change the location of a section.

    • Click Add a New Section to add an empty section at the bottom of the layout.

  6. Click Save Layout.

  7. (Optional) To check the appearance of the layout, click Preview.

    Insights uses the data from one of your accounts to illustrate how account profile pages will appear.

Manage Account Profile Layouts

To control the availability of account profile layouts, navigate to Settings > Manage Account Profile Layout. You can then perform the following actions:

Action How to Perform the Action

Make a layout available to all Insights users
  • If the status of the layout is "DRAFT," click Publish.
  • If the Usage column for the layout displays "Salesforce" or "Custom Embed," assign a different layout to be used when Insights is embedded into Salesforce or a custom application (see below).

Assign a layout to be the default layout for Insights users
  1. If the status of the layout is "DRAFT," click Publish.
  2. Click Change in the Usage column for the layout.
  3. Select Make this the default layout used on the Insights Account Identity page.
  4. Click Save.

Make a layout unavailable within Insights
  1. If the Usage column displays "Account Identity" and a Insights_Account_Layout_Check.png check mark, assign a different layout to be used as the default layout within Insights (see above).
  2. Click Copy for the layout that you want to make unavailable.
  3. Modify the label of the copy if necessary, then click Create.
  4. Click Save Layout.
  5. Click Delete for the layout that you want to make unavailable.

Assign a layout to be used when Insights is embedded into Salesforce
  1. If the status of the layout is "DRAFT," click Publish.
  2. Click Change in the Usage column for the layout.
  3. Select Make this the layout used in the Salesforce Account Embed.
  4. Click Save.

Assign a layout to be used when Insights is embedded into a custom application
  1. If the status of the layout is "DRAFT," click Publish.
  2. Click Change in the Usage column for the layout.
  3. Select Make this the layout used in the Custom Insights Embed.
  4. Click Save.