Sales Intelligence Tiles

Question 1

Which objects have Sales Int. Tiles?

Answer 1

Account and Prospect Objects

Question 2

Can you show 3rd party systems (e.g. GONG) specific info in the Sales Int. Tiles?

Answer 2

Yes, but that requires a license e.g. for LI Sales Nav.

Question 3

What’s the best practice for permissions and custom layouts for Reps?

Answer 3

Rep should have permission to customise their layout - it can help reps and have minimum risk

Question 4

Where do you set up user permissions to customise Sales Int. Tiles?

Answer 4

Settings -> Profiles -> Layouts