Configure what a sales rep sees when they open the Tesorio Salesforce Canvas widget on an Account in Salesforce based on their permission group. Contact your CSM to enable this.
Create a View
Navigate to Settings > Widget Layout. If you haven't customized the layout, Salesforce shows Tesorio's standard layout. Select a permission group from the dropdown to modify that group’s view and select Edit layout.
To move existing widgets, simply drag and drop them into the desired location.
To add a new widget, select it from the side panel and set its options. When done configuring the layout, select Save layout.
Widgets
Below is a table of the available widgets, their options and what they do. A widget with nothing to show for a customer will be hidden.
Widget | What it shows | Options |
Figures | Up to four key numbers side by side | Open balance · Overdue balance · Customer balance · Balance 60+ days past due · Unapplied credits · Paid in the last 12 months · Credit limit · Average days collected (DSO) · Open invoice count · Cleared invoice count · Baseline average terms |
Status | Colored chips that give a quick read on the account | Current or overdue · Age of the oldest overdue invoice · High priority flag · Warning when no contacts are on file · Time since the last email · Payment terms · AutoPay enrolment · Excluded from campaigns · Tesorio score · Subsidiary |
Aging buckets | Open balance by age bucket | Show as: bar, table, or both |
People | The customer's contacts, the Tesorio owner, or both | Show contacts / owner · Contact details shown · Number of contacts |
Notes | Notes on the customer, newest first | Rows · Include notes left on invoices · Let viewers add notes |
Tasks | Open tasks | Rows · Include completed |
Payment mix | How the customer pays | Break down by payment method or by terms |
Credit assessment | The latest credit assessment, for companies that have credit assessments enabled | None |
Tags | Customer tags | Any Customer Tags that exist in your Tesorio instance |
Emails | Recent email threads with the customer | Rows |
Footer | A note under the panel | Footnote (up to 500 characters, with clickable links and emails) |
Details | Any customer fields, including custom fields |
|
Records table | The customer's invoices, credit memos, payments or invoice groups | Record type · Columns · Rows (max 50) |
History chart | Billings against collections over the last 12 months | N/A |