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

Force

1. 1. Click on New Report

   

2. 2. Select Bombora Company Surges with Account report type & click continue

   

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

   

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

   

5. 5. Under "Group Rows" add "Cluster Type"

   

6. 6. Go to "Filters"

   

Force

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

   

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

   

3. 9. Click on "Outline" then click "Refresh"

   

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

   

5. 11. click "Refresh"

   

6. 12. Click dropdown arrow next to "Cluster Type" select Sort Descending

   

7. 13. click "Refresh"

   

8. 14. Uncheck Row Counts & Uncheck Subtotals

   

9. 15. Click on Add Chart

   

10. 16. click "Refresh"

    

11. 17. Click on Save & Run

    

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

    

13. 19. Click on Setup…

    

14. 20. Click on Object Manager

    

15. 21. Click on Account

    

16. 22. Click on Lightning Record Pages

    

17. 23. Select Desired lightning record page layout

    

18. 24. Click on edit

    

19. 25. Click on main tabbed section

    

20. 26. on side bar Click on Add Tab

    

21. 27. Select new tab, change "Tab Label" to Custom

    

22. 28. Name tab "Account Intent" and click "Done"

    

23. 29. Click on Account Intent

    

24. 30. Drag "Report Chart" element onto "Account Intent" tab

    

25. 31. Set report to "Intent Clusters on Account"

    

26. 32. Click on Filter By

    

27. 33. set "Filter by" to "Account: Account ID"

    

28. 34. Click on Save

    

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