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 object, then edit the Opportunity Lightning page and add a screen flow – “Send User Tracking Information” on it. Make sure that you select the “Pass Record ID to the Variable” checkbox on the flow.
- Step 3: Repeat the above steps for any object like Lead, Account or any custom object that you want to track.
- Step 4: Make sure the end user that you are tracking has the “Run Flow” permission added to their profile or a permission set added to the user.
- Step 5: Let the user visit any of the record detail pages for the specific object where you have added the screen flow. In the below example, the user visited a specific opportunity.
- Step 6: 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 7: 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.