Account Page Layout Changes (March '24)

Sam Gunter Updated by Sam Gunter

Purpose

This article helps give guidance to the Salesforce Account record page layouts relased in March 2024.

Intended Audience

  • All Salesforce Users

Notes

  • All apps in Salesforce will see the same style page
Page layouts may update and this article may not include all future changes. If significant areas are missing or out of date, please reach out to the Sales Ops team

Account Page Sections

Highlights Panel

  • Released prior to page release, its integral role at the top of the page is worth highlighting
  • 4 Buttons at the top of the page:
    • + Follow
    • Update Account
    • Manage Trial
    • Submit Training Request
School Account Record Type
District Account Record Type
  • Account Name
  • School Details (School in City, State)
  • Parent Account
  • Account Status
  • Customer Tier
  • ACV of All Purchased Subscriptions
  • ACV of School Purchased Subscriptions
  • Account Name
  • School Details (District in City, State)
  • Account Status
  • Customer Tier
  • ACV of All Purchased Subscriptions
  • ACV of District Purchased Subscriptions
  • ACV of School Purchased Subscriptions

Main (left) Tabbed Section

Sections

Tab Image

Overview

Core
  • School & District details (e.g. Name, Business Unit Customer Statuses, Customer Lifecycle, etc.)
  • School Record Type specific fields
    • Parent Account
    • School Contract Level
  • District Record Type Specific fields
    • DPL Target
School Data (only shows on School Record Type)
  • NCES Record Data (pulled from related NCES record)
    • If no data shows, no related NCES record exists
District Data (only shows on District Record Type)
  • District rollup fields
    • Number of schools
    • Active High/middle/Elementary/Other
    • Active School Count
    • District Penetration percentage
ACV
  • ACV of All, District, & School Purchased Subscriptions
Business Unit Reps
  • Breakdown of team members assigned to record for (AE, CSM, Renewal Specialist, & BDR)

Contacts

Updates
  • Used by Progress Learning Success team

Opps & Orders

Rollups
  • Opportunity Rollup fields (Open/Closed/etc.)
Open Opps list view
Closed Won Opportunity list view
All Opportunities list list view

Contracts & Subs

Active Subscriptions list view (School Record Type)
Subscription (End User) list view
Contracts list view

Usage

Platform Activity/Usage
  • Data derived from Pendo activity
Usage Charts
  • School Record Type
    • Average Questions Answered by Month
      • with reference line to Average Active Students by Month
    • Questions Answered by Month
    • # Questions Answered by Subject
  • District Record Type (in the works)
    • Questions answered by Active School per school year

Acct Mgmt (Account Management)

CSM Summary
  • Contains CSM Score, sentiment, and other relative fields for the Success team
NPS Details
  • NPS score details
Progress Learning App Details
  • Account details related to the Progress Learning app
Progress Learning API Sync
  • Checkboxes used to sync details back to the Progress Learning app
Cases list view
Platform Users list view
NPS Responses list view

Sys Info (System Information)

Duplicate Rules component
Address Data
Administrative
External Data
Account History list view

Sections

Image

Status Flags

DPL Target Banners
  • Banners specific to each Business Unit
Customer Lifecycle Banners
  • Banners to show all Customer Lifecycle Statuses
Liftoff Activated Banner

  • Most links have been placed in their respective tabs but these are handy for all

Account Health Scorecard

Only shows on School Record Type with a Account Status of Active Customer & Recently Expired
Scorecard
Overview
  • Details on health score numbers, last run, and health score list view

Activity Tabs

Timeline
NEW FEATURE ALERT
  • New visual way to see activities and related record creation over time
Feed (Default)
Engagement
  • Einstein Activity Capture (EAC) fields for the account record
  • Sales Engagement component
  • Send Later component
Timeline
Feed

Engagement

How did we do?

About Progress Learning Account Health Scorecards in Salesforce

How Do I Create a New Account Record?

Contact