Congrats!
You now have a great handle on how Account Profiling makes collecting data from the field simpler and more effective for everyone.
Learn more about Accounts & Account Profiling
To continue your learning, explore these resources:
Flight Simulator
Ready to try it yourself? Your challenge is detailed below. Follow along in the step-by-step interactive guide. You can then try it in your sandbox environment.
Things you'll need to know:
-
Name - Cholecap Review
-
Due Date - Jan. 1, 2026
-
Account Types - Professional
-
Product - Cholecap
-
Column 2
-
Object - Account
-
Field - Specialty
-
Column Type - Read-only
-
Color - Gray
-
-
Column 3
-
Object - Product Metrics - Cholecap
-
Field - Cholecap - Awareness
-
Column Type - Editable
-
Color - Blue
-
-
Column 4
-
Object - Product Metrics - Cholecap
-
Field - Cholecap - Selling State
-
Column Type - Editable
-
Color - Blue
-
Solution-
Select and expand the Tab Collection, and select Business Admin.
-
Search and navigate to the Profiling Templates object.
-
Select +Create.
-
Enter the template name.
-
Specify the template due date.
-
Select the Professional Account Type.
-
Select the Cholecap Product.
-
Scroll to the Columns section and select Add Item.
-
Configure Column 2:
-
Object - Account
-
Field - Specialty
-
Column Type - Read-only
-
Color - Gray
-
-
Configure Column 3:
-
Object - Product Metrics - Cholecap
-
Field - Cholecap - Awareness
-
Column Type - Editable
-
Color - Blue
-
-
Configure Column 4:
-
Object - Product Metrics - Cholecap
-
Field - Cholecap - Selling Stage
-
Column Type - Editable
-
Color - Blue
-
-
Select Save.
-
Select and expand the Change State icon, and select Change State to Published.
-
Select Yes in the confirmation modal.