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 – https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2v000005tLRj
- Step 2: Add a screen flow – “Send User Tracking Information” on the Community page which you want to track, it can be any page where the flow component can be added. Make sure that you select the “Pass Record ID to the Variable” checkbox on the flow if it is a object detail screen else you can leave it blank.
- Step 3: Make sure the end user has the “Run Flow” permission added to their profile/permission set
- Step 4: Let the user visit any of the Community pages where you have added the screen flow. In the below example, the user visited a custom page- “User Page Tracking”.
- Step 5: As an administrator, open the “User Page Tracking” App from the App Launcher. and then click the “Reports” tab and open the report named- “Page Tracking Report”.
- Step 6: The administrator should be able to see the report as below, which tells us which user checked a certain object record at what time.
Implementation Video: I have captured the above process in the following video
Please feel free to express your comments and drop me a message at ishvinder.akal@gmail.com for any questions.