Measuring Salesforce1 Usage & Adoption

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Steps for Creating a Salesforce1 Usage Report

Steps for Creating a Salesforce1 Usage Report

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  • 1. Measuring Salesforce1 Usage & Adoption Steps for Creating a Salesforce1 Usage Report
  • 2. Steps for Creating a Salesforce1 Usage Report 1. Create a Custom Report Type –  From Setup, click Create | Report Types. –  Click New Custom Report Type. –  Enter the following values. •  Primary Object: Users •  Report Type Label: A unique label such as Usage Report. •  Report Type Name: This field automatically uses the label; change it if you want a different name.
  • 3. •  Description: Give it a useful description others might see. •  Store in Category: Pick a category for this report, such as Administrative Reports. •  Deployment Status: Keep as In Development until you’re ready to deploy this report for other users to see. –  Click Next. –  Select Click to relate to another object. –  Select Identity Event Logs (Users). –  Click Save. Steps for Creating a Salesforce1 Usage Report
  • 4. 2. Create a custom report… –  Click the Reports tab and New Report –  In Administrative Reports, select Identity Users and click Create. –  Drag-and-drop fields onto the report. Some useful fields are Username, App: Connected App Name, Timestamp and Usage Type. –  Add Filter “App: Connected App Name equals Salesforce1 for Android, Salesforce1 for iOS” –  Click Save. –  Give the report a name such as Salesforce1 App Usage. –  Click Save (or Save and Run Report to see the results immediately). Steps for Creating a Salesforce1 Usage Report