Welcome to Trailblazer Talk! In this episode, Ethan Parker and Sophia Bennett explore Salesforce Intelligence View, a new Winter ‘25 feature designed to enhance productivity for Salesforce users. Inspired by Christine Marshall’s insightful article, we dive into how Intelligence View simplifies account management by providing real-time activity metrics directly on Lead, Contact, and Account tabs. Discover how this feature reduces the need for navigating multiple records, allowing users to take immediate actions such as logging calls or sending emails right from the Object tab.

We also discuss the key components of Intelligence View, including customizable metrics, bookmarking important records, and seamless integration with Salesforce’s reporting and analytics tools. Learn how to set up Intelligence View in your org and leverage its capabilities to identify and prioritize prospects and customers that need attention. Whether you’re a Salesforce Admin looking to optimize your team’s workflow or a sales rep aiming to close deals faster, this episode provides actionable strategies to make the most of Salesforce Intelligence View. Listen now to transform your Salesforce experience with Trailblazer Talk!

Source: Salesforce Ben