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 Susich” on “Salesforce Automation Hour” where he discussed how to leverage flows to record and track the user views on the record detail page. Armed with the idea how to go about it, I was able to create a solution which tracked user views for any page in SF Community. But for every new page created in the Community, I had to create a new flow specific to it and add that flow to the page, so the solution in itself was not scalable.

After few iterations and a deep dive into the problem, here I am with a plug and play solution which is scalable. The features of the solutions are:

• Track user on any record detail Page in Salesforce platform along with any custom page on the Experience cloud
• Add the screen flow shared within package on the page and the user tracking kicks off
• Seamless to use with a preconfigured app & report for page tracking

Once you install this package, you have access to the below report with User Details, Page Details and Tracking Date/Time.

Basic flow of the solution

Using the package is quite easy, just install the package and then add the screen flow to the page and then the magic happens 🙂

You can follow the detailed implementation steps for the following two use cases:

• Community Page Tracking – Track a custom page on SF Community

• Record (Object) Detail Page Tracking – Track any record detail page ( Standard or Custom objects) in Salesforce

Download and install he unmanaged package in your org using the below link:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2v000005tLRj

The source code for the solution is available at:

https://github.com/issing86/User-Tracking