Symptom
In My Network, when opening any Network Account item, the Engagement Preferences section in the quick view does not display any suggested data. For example, Preferred Contact.
Environment
SAP Sales and Service Cloud Version 2
Reproducing the Issue
- Navigate to My Network.
- Open any Network Account item.
- In the Quick View, check the Engagement Preferences section.
- Observe that no values are displayed for fields such as:
Preferred Contact
Preferred Channel
Preferred Days to Contact
Cause
The Engagement Preferences Analysis feature is not enabled in the system.
As a result, the system does not generate or display engagement preference recommendations for Network Account records.
Resolution
Enable Engagement Preferences Analysis by following the steps below:
- Go to System Settings.
- Navigate to Relationship Intelligence.
- Select AI Relationship Insights.
- Under Engagement Preferences, enable Engagement Preferences Analysis.
After the feature is enabled and the analysis completes, engagement preference recommendations will be available in the Network Account quick view.
See Also
Keywords
Network Account, My Network, Engagement Preferences, Preferred Contact, Preferred Channel, Relationship Intelligence, AI Relationship Insights , KBA , CEC-CRM-REL , Relationship Manager for SAP Sales/Service Cloud , Problem
SAP Knowledge Base Article - Public