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Customer experience | Sales, Customer Insights,...
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Sales Insights - Insight cards in custom model-driven app

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I'm currently looking into a request from a client who's interested in implementing standard insight cards in the custom model-driven app we made for them.

Eg. displaying a simple insight card on an opportunity / dashboard closing in the near future.
So far I've only stumbled upon the cards being available in the Sales Hub app.

Is anyone able to give some more information about implementing these insights cards in a custom model-driven app?

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  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi Genia,

    Insight cards are displayed on forms or dashboards, so you can use these Insight cards in custom model-driven apps as long as you add the form or dashboard containing the Insight cards to the custom model-driven app.

    For example, add Sales Activity Social Dashboard and Opportunity main form to the custom model-driven app.

    pastedimage1615274800310v1.png

    pastedimage1615274854568v2.png

    We can do it in the app designer.

    pastedimage1615274886945v3.png

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