Person Account Summary Layout
VIDEO TRANSCRIPT | Recorded: 2024-10-04 | Verify against current system state
Abstract¶
Solicits team input on Salesforce person account summary view configuration. Explains the membership status banner with color coding, duplicate detection integration, and related list sidebar components. Asks team to identify which fields are most important for handling customer calls - specifically what information should appear "above the fold" when viewing a person record.
Key Procedures¶
- Search for person using Salesforce global search
- View person account record with summary tab
- Review membership status banner (color-coded by status)
- Check duplicate detection alerts
- Navigate related lists in sidebar (accounts, history, orders, subscriptions)
- Identify priority fields for call center use
- Reorder related list components by importance
Notable Statements¶
- 0:00:08 "Don't get too focused on these other tabs in the naming conventions... All of those things are being worked on"
- 0:00:26 "What information do you need to see front and center when you're working on something for a user on the phone"
- 0:01:10 "The color of the banner will be different depending on their active status"
- 0:01:17 "If they're an active member, it'll be green. If they are in grace period, it will be, I think, yellow and then if they're expired, it will be red"
- 0:01:23 "For normal non-members, it won't even show up"
- 0:01:40 "If they do have a potential duplicate, then there would be links out to see the duplicates"
- 0:01:57 "This would be the first thing you would see on the screen. It's not below the fold"
- 0:02:07 "What information do you think is important here and even the order of that information"
- 0:02:13 "I would think that account ID should be first... like the person ID in Aptify"
- 0:02:20 "Aka names might be important or at least the last name would in case they had a name change"
- 0:03:26 "Orders here. So to me, this needs to be pushed up top"
- 0:03:38 "We're not going to have cases day one. So I think this can be hidden or below"
- 0:03:53 "Memberships are tied to a person and they're part of a subscription"
Systems & Configurations¶
Systems Mentioned¶
- Salesforce (person accounts, related lists)
- Aptify (current system for comparison)
- Aptify Web (current person lookup interface)
Specific Configurations¶
| Item | Value/Setting | Timestamp | Notes |
|---|---|---|---|
| Active member banner | Green | 0:01:17 | Color coding |
| Grace period banner | Yellow | 0:01:20 | Color coding |
| Expired member banner | Red | 0:01:23 | Color coding |
| Non-member | No banner | 0:01:24 | Not displayed |
| Priority fields suggested | Account ID, Name, Aka names, Phone, Email | 0:02:07 | For summary section |
| Related lists to push up | Orders | 0:03:26 | Higher priority |
| Related lists to hide | Cases | 0:03:38 | Not used day one |
Credentials/Access Mentioned¶
None mentioned in this recording.
Vendor Contacts Mentioned¶
None mentioned in this recording.
Errors & Troubleshooting¶
No errors or troubleshooting covered in this recording.
Transcript Gaps & Quality Notes¶
- Recording is a request for team input, not a demo
- Will send screenshot for team review
- Screen sharing of Salesforce layout not captured
- Recording ends mid-sentence
- Related lists mentioned: Related Accounts, Person Account History, Buyer Groups, Cart, Orders, Cases, Subscriptions, Memberships, Committees, Work Sites, Notes, Files