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

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.

388
    s

Force

6 Steps
1

Click on New Report

Click on New Report
2

Select Bombora Company Surges with Account report type & click continue

Select Bombora Company Surges with Account report type & click continue
3

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

Remove "Bombora Company Surge: Bombora Company Surge Name" column
4

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

Add "Topic Count" as a column after "Account Name"
5

Under "Group Rows" add "Cluster Type"

Under "Group Rows" add "Cluster Type"
6

Go to "Filters"

Go to "Filters"
    s

Force

29 Steps
7

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

Set the "Show Me" filter to "All Bombora Company Surges" and clik
8

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

Add filter for "Cluster Type", Set Operator to "Not Equal To" "Summary" click apply.
9

Click on "Outline" then click "Refresh"

Click on "Outline" then click "Refresh"
10

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

Click dropdown arrow next to "Cluster Type" hover over "Sort by...", select "Sum of topic count"
11

click "Refresh"

click "Refresh"
12

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

Click dropdown arrow next to "Cluster Type" select Sort Descending
13

click "Refresh"

click "Refresh"
14

Uncheck Row Counts & Uncheck Subtotals

Uncheck Row Counts & Uncheck Subtotals
15

Click on Add Chart

Click on Add Chart
16

click "Refresh"

click "Refresh"
17

Click on Save & Run

Click on Save & Run
18

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

Name report "Intent Clusters on Account" and Save report to "Public Folder"
19

Click on Setup…

Click on Setup…
20

Click on Object Manager

Click on Object Manager
21

Click on Account

Click on Account
22

Click on Lightning Record Pages

Click on Lightning Record Pages
23

Select Desired lightning record page layout

Select Desired lightning record page layout
24

Click on edit

Click on edit
25

Click on main tabbed section

Click on main tabbed section
26

on side bar Click on Add Tab

on side bar Click on Add Tab
27

Select new tab, change "Tab Label" to Custom

Select new tab, change "Tab Label" to Custom
28

Name tab "Account Intent" and click "Done"

Name tab "Account Intent" and click "Done"
29

Click on Account Intent

Click on Account Intent
30

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

Drag "Report Chart" element onto "Account Intent" tab
31

Set report to "Intent Clusters on Account"

Set report to "Intent Clusters on Account"
32

Click on Filter By

Click on Filter By
33

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

set "Filter by" to "Account: Account ID"
34

Click on Save

Click on Save
35

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

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