DFX5 · Account Activity — Unified view mockup

How to evaluate this mockup

This is the new DFX5 Activity tab on the Account record (Bancolombia S.A.) — a unified view across all DFX5 deals + AWS ACE submissions + next steps + change history for this customer.
Quick stats tiles at top show pipeline health, ACE alignment %, recent change velocity, and overdue next steps.
Opportunities and AWS ACE tables sit side-by-side — same customer, different perspectives. Master Opp at top, 6 children + 3 ACE records.
Next Steps grid consolidates open next steps across all opportunities AND all ACE records. Click the pencil icon on any row to edit inline — type a new next step and Save flashes "Saved" in green.
Change History grid at the bottom shows the full audit trail of changes across both objects (Opportunity + ACE Opportunity). Filter by record type (Opp / ACE / Both), field (Stage / Amount / Close Date / Next Step), date range, or user.
Notice the System (AWS sync) entries in the history — when the connector syncs from Partner Central and overwrites a field, that's logged with an AWS-themed icon so you know it came from outside DFX5.
The bullet point you trailed off on ("Updating next steps, as") — I assumed you meant inline editing in the grid. If you meant something more specific (e.g. with a structured template, or with @mentions), flag it.

DFX5 · Salesforce Sales Enterprise · Account record · DFX5 Activity tab

Mockup — for design review

Sales

Home

Accounts

Opportunities

Leads

Tasks

Account

Bancolombia S.A.

Industry

Banking

Country

Colombia

EAM

Roberto Méndez

AWS AM

Maria Gonzalez

Health Score

82 / 100

Details

DFX5 Activity

Account Intelligence

News

Chatter

Open Pipeline

$1.57M

6 opps · weighted $1.18M · +$50K vs last week

AWS ACE Submissions

1 aligned · 1 minor variance · 1 major variance

Changes (30d)

12 by Roberto · 8 AWS sync · 4 by Andrea

Next Steps

8 open

2 overdue · 3 due this week

DFX5 Opportunities

7 records including Master · $1.62M total

Opportunity	Type	Stage	Amount
Bancolombia Modernization Program Master · 6 sub-opps	Master	Mixed execution	$1,620,000
Amazon Connect Implementation Child of Master · CX	SOW	06 Verbal Commit	$650,000
Connect Managed Services 24x7 · 3yr	Managed	05 Proposal	$480,000
Connect Support Premium 24x7 · 1yr	Support	05 Proposal	$230,000
Connect Licensing 3yr AWS Marketplace	Licensing	04 Tech Validation	$180,000
Cloud Foundation MAP MAP Mobilize	Partner Inv	08 Closed Won	$50,000
Bedrock POC POC funding	Partner Inv	03 Discovery	$30,000

ACE

AWS ACE Submissions

3 records · linked to 2 Opportunities

ACE Record	Linked to	AWS Stage	Sync
Connect MAP submission O-1247892	Connect Implementation	Tech Validation	Synced
Bedrock pilot O-1247898	Bedrock POC	Qualified	Pending
Agent Productivity Phase 2 O-1248104	Unlinked (inbound)	Prospect	Synced

1 unlinked ACE record from AWS — open AWS ACE tab on any Opportunity to link it.

Next Steps

Consolidated across all Opportunities and ACE submissions · click pencil to edit inline

Connect Implementation Stage 06 Verbal Commit

Send revised SOW to Bancolombia legal incorporating the data-residency clauses from May 22 review call. CTO sign-off targeted for June 12.

Due Jun 12 · 18 days

Roberto M. Updated 2h ago

ACE: Bedrock pilot AWS stage Qualified

Schedule executive demo with Bancolombia innovation team for week of June 2. Coordinate with AWS Bedrock TFC for use-case validation.

Due Jun 2 · 8 days

Roberto M. From AWS AM

Bedrock POC Stage 03 Discovery

Confirm POC scope with Innovation Lead before Friday — currently 4 use cases proposed, need to narrow to 2 to fit the 6-week timeline.

Due May 23 · OVERDUE

Andrea C. Updated 3d ago

Connect Managed Services Stage 05 Proposal

Send revised managed services proposal with reduced scope (Phase 1 only, 24x7 deferred to year 2).

Due Jun 5 · 11 days

Roberto M. Updated yesterday

ACE: Connect MAP AWS stage Tech Validation

Submit MAP funding claim to AWS within 5 business days of Bancolombia contract signature. Coordinate with Jennifer Liu (PSM) on claim packet.

Due Jun 20 · 26 days

Roberto M. From AWS AM

Modernization Program Master

Plan executive briefing for Q3 — share consolidated program roadmap with CEO + CTO. Target date late July.

Due Jul 20 · 56 days

Roberto M. Updated 2d ago

Change History

All tracked field changes across Opportunities and AWS ACE submissions for this Account

Both Opps only ACE only All Stage Amount Close Date Next Step

When	Record	Field	Change	By	Source
9:42 AM Today	ACE: Bedrock pilot O-1247898	Sync Status	Synced → Pending	AWS System sync	AWS
9:30 AM Today	Connect Licensing 3yr Opportunity	Stage	03 Discovery Complete → 04 Technical Validation	RM Roberto Méndez	UI
Yesterday 2:18 PM	Bedrock POC Opportunity · Partner Inv	Amount	$25,000 → $30,000 (+20%)	AC Andrea Castro	UI
May 23 11:00 AM	Connect Implementation Opportunity · SOW	Close Date	Jul 15, 2026 → Jun 30, 2026 (-15d)	RM Roberto Méndez	UI
May 23 9:18 AM	ACE: Connect MAP O-1247892	AWS Stage	Qualified → Technical Validation	AWS System sync from M. Gonzalez	AWS
May 22 4:45 PM	Connect Managed Services Opportunity · Managed	Next Step	Send proposal → Send revised proposal with reduced scope (Phase 1 only)	RM Roberto Méndez	UI
May 22 10:15 AM	ACE: Bedrock pilot O-1247898	Expected MRR	$12,000 /mo → $15,000 /mo (+25%)	AWS System sync from M. Gonzalez	AWS
May 21 2:30 PM	Bancolombia Modernization Program Master Opp	Amount	$1,570,000 → $1,620,000 (rollup)	SYS Rollup trigger	SYS
May 20 9:15 AM	Connect Implementation Opportunity · SOW	Stage	05 Proposal Sent → 06 Verbal Commit	RM Roberto Méndez	UI
May 19 4:22 PM	ACE: Bedrock pilot O-1247898	Close Date	Aug 30, 2026 → Oct 15, 2026 (+46d)	AWS System sync from M. Gonzalez	AWS