Updating Account Pages with Whitespace Analysis Components

Introduction

Get started with Whitespace Analysis via the Squivr Lightning App or update your existing Account pages to include the Whitespace Analysis components. This article outlines where these components live upon package install as well as the steps required when adding to your existing Lightning Pages.

Available Components

There are two Lightning Web Components available with the Squivr Whitespace Analysis offering. These components can be added to any Account Record Lightning Page: Squivr Whitespace Analysis and Squivr Whitespace Analysis Summary.

Find Whitespace Analysis within the Squivr App

Add Whitespace Analysis to your Account Pages

Squivr Lightning App

Access Whitespace Analysis from the Squivr Lightning App.

1. From the App Launcher navigate to the Squivr app
2. Click into any Account from the Accounts tab
3. Click Account Plan and then Whitespace Analysis

Adding Components to Existing Lightning Pages

Most likely users will want to access Whitespace Analysis within the app they are already working in. To accommodate this, a Salesforce Administrator can easily add these components to existing Account pages.

1. Select the Account page you wish to modify from the Lightning App Builder
2. From the Components sidebar, scroll or search to find Squivr Whitespace Analysis and/or Squivr Whitespace Analysis Summary
3. Drag component onto the page at the desired location
4. Save