Overview

Streamline sales workflows and increase visibility by adding the Folloze Account Dashboard to Salesforce. The Folloze Account Dashboard allows salespeople to see how their accounts and contacts are engaging with content deployed on Folloze Boards, giving them valuable insight and context for future conversations. 

Configure the Folloze Account Dashboard 

The Folloze account dashboard provides deep visibility into account interactions across all touchpoints within Folloze Boards. It is designed to provide the analytics and insights required to allow marketing & sales teams to determine the best next steps.

Prerequisites:

• Admin access to Salesforce.com or a role authorized for package installation
• Folloze User account

Installing the Folloze Accounts Widgets Unmanaged Package

1. Navigate to the following link and login to your account. https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4W000002rBgU
   Note: Installation of packages requires admin login to your Salesforce instance.
   See Folloze Accounts Widgets Package Components.
2. In the package installation screen, select Install for All Users.
3. Click Install and wait for the installation success screen.
4. [Optional] Add the Folloze Account Dashboard to your Account Page Layout
   
   1. In your Salesforce org, navigate to Lightning App Builder > Account Record Page.
   2. In the Components menu, select the Folloze Account Widget under the Custom tab and drag it into the proper area on the page.

Testing the Folloze Account Dashboard

1. In your Salesforce org, open the App Launcher and search for “Account Engagement”. Select the Account Engagement item.
2. If prompted, Login using your Folloze Credentials.
3. Once logged in, ensure details from Folloze are populated in the Account Engagement dashboard.

Folloze Accounts Widgets Package Components