Nobody wants to use your Account page

By , Salesforce CTA·1 min read·First shared on LinkedIn,

Have you ever actually looked at it? Despite all the Customer 360 talk, the Account is usually the worst record page in the entire org.

Here's a simple challenge. Open a random Account and try to make sense of it. Tell me at least thirty percent of what you see is actually useful data. I doubt it.

Tell me you don't have three or four components sitting there that made sense two reorgs ago and nobody has touched since. Tell me you don't have ten tabs nobody opens anymore and just as many Related Lists scattered across the page with no order to them.

There is no story. You look at an Account and you cannot tell who this customer is, what they bought, what they need, or what happened last week.

The Account Page is supposed to be the center of the org. Instead it's the page everyone quietly avoids.

Clean your Account Page.

Is your Org carrying this kind of dirt?
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