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Widget Configuration Guide

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Overview

GovSearchAI is changing the Widget on its Account record page and consequently the following steps are to be performed to enable the New Widget UI in your CRM.

This guide walks you through the steps for configuring and accessing the New Widget UI on the Account record page.

Audience

  • Salesforce Administrators

  • IT Support

Prerequisites

Configure New Widget UI Setting

  1. Go to Analytics Configuration Page using App Launcher.
    TM Analytics Admin Utility Tool page opens.

  2. Go to TM Analytics GovSearchAI Setting and click the gear icon.

  3. Select the New Widget UI? checkbox and click Submit.

    IMPORTANT:

    Ensure that you select the New Widget UI? checkbox only if you wish to view the updated UI on Widgets.

    New Widget UI setting is configured.

  4. Go to an Account record page using App Launcher.
    Account record page opens with the New Widget UI on it.