Step 6: Setup "Boomerangs per Account" View in Account Layout
Setting up a "Boomerangs per Account" View in Account view: A Step-by-Step Guide
We're excited to help you set up a "Boomerangs per Account" view on your Salesforce platform. This guide is designed to make your experience seamless and enjoyable.
Step 1: Accessing Your Account
- Begin on the Salesforce Lightning Home page. Navigate to and click on the "Accounts" tab.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F0d22b493-2532-4d4a-ad3b-fdf01a91f922%2F4597b6c6-0d3d-485f-b9aa-73d5d6a1819a%2FScreenshot_2024-06-04_at_8.42.33_PM.png?table=block&id=f38fb965-e673-43fb-ba67-1fb17be393cc&cache=v2)
Step 2: Selecting an Account
- In the "Accounts" section, choose any account name. This action will lead you to the specific account details.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F0d22b493-2532-4d4a-ad3b-fdf01a91f922%2F7a7428ac-4688-417f-85af-0f196b235f5e%2FScreenshot_2024-06-04_at_8.42.58_PM.png?table=block&id=5e839bda-964b-4459-ad07-d53ef9724569&cache=v2)
Step 3: Entering Edit Mode
- Look for the "Setup" button located at the top right corner of your page. Click on "Edit Page" to start personalising your account view.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F0d22b493-2532-4d4a-ad3b-fdf01a91f922%2Ff27f203f-761a-4405-a22d-3f31c9662c23%2FScreenshot_2024-06-04_at_8.43.25_PM.png?table=block&id=092cc4e4-7241-4ba8-917a-07a469bc03fb&cache=v2)
Step 4: Finding the Right Component
- On the left-hand side of the page, you'll find a section titled "Components." Here, search for "Boomerang - Active Contacts in Account".
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F0d22b493-2532-4d4a-ad3b-fdf01a91f922%2Feac37450-b2c6-4bf7-9d80-0829c66e959d%2FScreenshot_2024-06-04_at_8.44.44_PM.png?table=block&id=36c6a40e-1ec6-4659-bb26-8565caed19d9&cache=v2)
Step 5: Saving Your Work
- Once you've customised these settings, hit "Save" located at the top right of the page.
- A section with name “Active Boomerangs” will appear in Account view as below,
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F0d22b493-2532-4d4a-ad3b-fdf01a91f922%2Fdac75378-22fe-48aa-826f-63e40eda9080%2FScreenshot_2024-06-06_at_2.35.45_PM.png?table=block&id=70bf50ad-b2bd-491f-9d87-bd86c4b4e58b&cache=v2)
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