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Account Insights Tableau Next Dashboard

By Atrium

Unlock key Service Insights instantly from any account record page

No Ratings
Free  

Never requires payment

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Business Need
Customer Service
Analytics
Data Visualization
Requires
Data Cloud
Compatible With
Sales Cloud
Service Cloud
Tableau Next

The Account Insights dashboard is a solution that will unlock instant access to key service insights such as case & order history and website engagement for any user needing a quick summary of any specific account directly from that account's record page

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Data Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Tableau Next
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Account Insights/ver 0.1 0.1.0
Listed On
09/03/2026
Latest Release
09/03/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.1.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/28/2026

Additional Details

The amount of time that it takes to predict and resolve issues with customer service can be incredibly costly: not only time and the revenue from lost customers, but also the cost of acquiring new customers, and the impact to your reputation can have severe long-term impacts. Atrium's Accelerator for Service Cloud connects to Data Cloud to provide a 360-degree view of the customer—and their importance to your business—enabling quick prioritization and case resolution for customer service agents. With this Accelerator, provide your organization with measurable outcomes such as improved NPS and CSAT, faster case resolution, and more cases resolved per agent as a result.

Need help?

Atrium

Support Phone18006743103
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