Bombora SFDC Integration - Creating "Intent Cluster Report Chart" and "Account Intent" Tab on Account
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Jeremy Gilbreath

Created May 09, 2022

Bombora SFDC Integration - Creating "Intent Cluster Report Chart" and "Account Intent" Tab on Account

This guide will walkthrough how to add a "Account Intent" tab and an "Intent Cluster" report chart element in a lightning record page for the account object.

390
    s

Force

6 Steps
1

Click on New Report

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2

Select Bombora Company Surges with Account report type & click continue

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3

Remove "Bombora Company Surge: Bombora Company Surge Name" column

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4

Add "Topic Count" as a column after "Account Name"

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5

Under "Group Rows" add "Cluster Type"

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6

Go to "Filters"

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    s

Force

29 Steps
7

Set the "Show Me" filter to "All Bombora Company Surges" and clik

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8

Add filter for "Cluster Type", Set Operator to "Not Equal To" "Summary" click apply.

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9

Click on "Outline" then click "Refresh"

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10

Click dropdown arrow next to "Cluster Type" hover over "Sort by...", select "Sum of topic count"

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11

click "Refresh"

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12

Click dropdown arrow next to "Cluster Type" select Sort Descending

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13

click "Refresh"

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14

Uncheck Row Counts & Uncheck Subtotals

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15

Click on Add Chart

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16

click "Refresh"

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17

Click on Save & Run

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18

Name report "Intent Clusters on Account" and Save report to "Public Folder"

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19

Click on Setup…

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20

Click on Object Manager

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21

Click on Account

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22

Click on Lightning Record Pages

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23

Select Desired lightning record page layout

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24

Click on edit

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25

Click on main tabbed section

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26

on side bar Click on Add Tab

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27

Select new tab, change "Tab Label" to Custom

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28

Name tab "Account Intent" and click "Done"

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29

Click on Account Intent

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30

Drag "Report Chart" element onto "Account Intent" tab

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31

Set report to "Intent Clusters on Account"

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32

Click on Filter By

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33

set "Filter by" to "Account: Account ID"

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34

Click on Save

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35

Here is an example of the tab and report chart on the page layout

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Well done!
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