The Lyte Guide to Outreach Product Releases
The new account page: a quick overview, a real plan, and a Salesforce embed
Account pages split into a fast "what's going on" view and a document-style planning space, and the plan can live inside Salesforce too.
What it actually does
Every account now has two views. Account Overview is the quick scan: tiles with what's happening, plus links to the account's Slack channel, website, LinkedIn and CRM record. Account Plan is where strategy lives: a document-style page with layouts, section navigation, comments on tiles and a canvas view.
The account plan, with its relationship map, engagement timeline and AI insights, can also sit right on the Salesforce account page. It's live and editable, not a copy that goes out of date.
Who it's for
AEs, account managers, CSMs and their managers.
Why it matters
One place for account strategy, visible where your team already works, including Salesforce.
How it's grown so far this year
How to use it
Open the new page
Click any account name, then switch between the Overview and Plan tabs.
Choose your side-panel fields
Open an account and click Account Plan. In the side panel, go to Custom fields › Configure, choose the fields you want, and click Save changes.
Copy the embed code (Outreach admin)
In Outreach, go to Accounts, open the layout's Embed layout option and click Copy to clipboard.
Add it to Salesforce (Salesforce admin)
Create a Visualforce page with that code, add it to the Account Lightning record page, and activate it.
Steps paraphrased from Outreach's accounts page, side panel fields and Smart Account Plans in Salesforce articles. Menu names can change; check them against your org.
Account plans your leaders will actually open.
Lyte Sales is a certified Outreach Professional Services partner. We build account plan layouts and set up the Salesforce embed.
Talk to Lyte Sales