- Track User Views in Salesforce – The Easy Way!
During the implementation of a Customer facing Experience Cloud, I was tasked to figure out a way to track the user views of different custom pages on the customer community. I looked at a lot of pre built reports viz Adoption Dashboards by Salesforce and few other AppExchange products to see if they can be of help. The requirement was very simple, I needed a report shown below as to which logged in user viewed which page at what date/time but no OOTB or AppExchange products were able to help the cause. That’s when I watched a video by “Jeff … - Track Users on Salesforce Community
We assume that you have gone over the base article – Track User Views in Salesforce – The Easy Way! to understand the details of the package. Use Case: You have created a new customer facing community and have added 5 custom pages in the Community- Account Details, Orders, Invoices, Delivery and Shipping. Once the Community is launched, the Community Manager wants to track a specific KPI – how many users have viewed a specific page and at what date/time. To take care of the above requirement, lets implement the below steps: Implementation Steps: Step 1: Install the Unmanaged Package … - Track users on Salesforce Record Detail Page
We assume that you have gone over the base article – Track User Views in Salesforce – The Easy Way! to understand the details of the package. Use Case: You have rolled out a new Salesforce Org at your company and the business manager has a specific Adoption KPI to track how many users have viewed a record detail page for Opportunity, Lead, and a custom object – Billing. To take care of the above requirement, lets implement the below steps: Implementation Steps: Step 1: Install the Unmanaged Package – https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2v000005tLRj Step 2: If you want to track for Opportunity …
