1.
What are my Users doing?
Feature adoption tracking in Salesforce
- Johann, 25.08.2019 -

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• Introduction
• What to track?
• How to implement?
• Demo time
• What to do with gathered data?
• Conclusion
Agenda

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Name: Johann Furmann
Location: Berlin
Job: Salesforce Nerd
Dev/Admin: Dev by curiosity, Admin by heart
Favorit question: Can this be removed?
Trainings: 14x certified, 280+ Trailhead badges
About me

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Introduction – Story Time
I use that all
the time!
Just yesterday I needed that.This is very important to me!
I can´t sell without that!

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Only a clean Org is a good Org.
Only a used feature is a good feature.
Introduction

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• Fields filled/Records created
• Custom Buttons (Component/Javascript)
• Page and tab views (Standard and Custom)
• Flows (Start, Finish)
• Specific user inputs (Based on database criteria)
What to track?

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• No feature adoption tracking out of the Box
• A few lines of code and one custom object let you implement tracking
(almost) everywhere
• Implementation after initial setup is really, really fast!
How to implement?
- Introduction -

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How to implement?
- Architecture -
Adoption_Counter__C
Action__c (Text)
Feature__c (Text)
Count__c (Decimal)
User (Lookup)
Lighting Component
Visualforce Page
Apex
Flow
Processbuilder AdoptionCounter.cls
increaseAdoptionCountPlugin
 (@InvocableMethod)
increaseAdoptionCount
 (@AuraEnabled)
performAdoptionOperation
 DML operation

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User Story:
As a Product Owner I want to know how often
the new Tab „Documents“ on my Detail Page
is used.
Live Demo I: Lightning Record Page usage
Tech:
• Add an invisible Lightning Component to the
Lightning Record Page Tab „Dokumente“
• Define the two Design Attributes for the Lightning
Component
• Create a Report

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User Story:
As an Operations Manager I want to know who
changes Opportunity Owner for closed
Opportunities in order to stop cheating.
Live Demo II: Database Level Action
Tech:
• Create a Processbuilder which fires every time
the Owner of a closed Opportunity is changed.
• For action call the APEX method ‚Increase
Adoption Counter‘
• Define the Input Paramters as Feature:
Opportunity and Action: Owner Change Closed
Opp
• Create a Report

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Live Demo III: Custom Lightning Component
User Story:
As a Product Manager I want to know how
often the Link „Appointment Set“ is clicked.
Tech:
• Add the AdoptionCounterComp.cmp to
the Lightning component which is called
by the click.
• Pass Attributes Feature = Opportunity &
Action = Appointment Set Component
• Create Report
<c:AdoptionCounterComp action="Opportunity" feature="Appointment Set
Component"/>

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• Before Go-Live of a feature define expected usage (e.g. 100 Page views per
day)
• After feature Go-Live set yourself a reminder to track adoption every month
• Inform Stakeholders about adoption on a regular basis
• If adoption does not meet expectations recomend either better
training/communication or removal
-> In doubt: Remove feautre!
How to learn from tracking information

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• Go-Live is not the end of feature development
• Feature adoption tracking should be part of every feature livecycle
• Keeping your org clean is hard work
Sad truth:
• You will not make friends by tracking feature adoption 
Conclusion
Implement feature tracking now!

14.
What are my users Doing?
Feature adoption tracking in Salesforce
- Johann Furmann, 25.08.2019 -

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Lightning Record Page Editor:
https://betterhearing--
johann.lightning.force.com/visualEditor/appBuilder.app?id=Opp_CHE_Beratung_CHE_NT_Opportunity&recordId=0061w00001
987qgAAA&cloneable=true&retUrl=https%3A%2F%2Fbetterhearing--
johann.lightning.force.com%2Flightning%2Fr%2FOpportunity%2F0061w00001987qgAAA%2Fview
Report
https://betterhearing--johann.lightning.force.com/lightning/r/Report/00O6E000000TqQTUA0/view?queryScope=userFolders
Example Opportunity:
https://betterhearing--johann.lightning.force.com/lightning/r/Opportunity/0061w00001987qgAAA/view
Live Demo I: Lightning Record Page usage (Links)