User Guides

Get Company Insight on Demand on Account

How to retrieve company insights on demand from the Account page.

To retrieve Company Insight on demand and not automatically store it when the Account is created, make sure to have set the settings in General Setup to On Demand for Company Insight Storage Options.

On Demand setting in General Setup

On the Company Insight LWC click "Fetch Company Insight Data".

Fetch Company Insight Data button on the LWC

Then choose all the categories you want to retrieve and store on the Account.

Category selection for Company Insight

The data should then appear on the LWC after a refresh of the page.

Company Insight data displayed on LWC after refresh

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