Symptom
The Business Objectives document under Lead Booster is not appearing in the associated Lead. Instead, the Business Objectives document from Account Synopsis is being displayed in the Lead.
Environment
- Sales and Service Cloud v2
Reproducing the Issue
- Log into the Sales Cloud V2 system.
- Open the lead.
- Navigate to lead booster tab.
- This should show the tabs "Benefits, About the company and Challenges" however it is instead showing the tabs from account synopsis instead which are "Overall Information, Business Overview and Current challenges".
Cause
You have not maintained any products for this lead.
Resolution
If lead has no products added then by default account synopsis will be displayed, if lead has products added only then lead booster will be displayed. This is the standard system behavior.
See Also
GEN AI, lead, lead booster, account, synopsis, sales cloud, service cloud, v2.
Keywords
KBA , CEC-CRM-ML , Machine Learning for SAP Sales/Service Cloud , Problem
Product
SAP Sales Cloud and SAP Service Cloud Version 2 1.0
SAP Knowledge Base Article - Public