Account Dashboard

In this section you can see:

• Account summary (number of partitions, integrations, account owner)

• Scheduled upgrades (which can be edited or deleted from this screen)

• Contacts (list of people associated with the account in Salesfx, see a note below; contacts visibility can be set up in Contacts Management)

• Activity log (list of all changes done on the given project)

Open

Note: Non-Pricefx Salesfx accounts are assigned based on these rules.

1. The contact is found in the domain list.
   => Salesfx direct account is set by this list. If some permissions for accounts in PlatformManager are found, these accounts are set as related accounts in Salesfx.

2. The contact is not found in the domain list but has permissions for a specific account in PlatformManager.
   => Salesfx direct account is set by the PlatformManager account.

3. The contact is not found in the domain list but has permissions for 0 or more than 1 accounts in PlatformManager.
   => Salesfx direct account is set as Unidentified partitions and related accounts are set according to PlatformManager.

If the contacts synchronization between PlatformManager and Salesfx fails several times (by default 5 times), an email is sent to the Salesfx admin.