Tracking Salesforce1 Adoption

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  • Tracking Salesforce1 Adoption A Visual Guide November, 2014

  • Overview Two Methods for Tracking Adoption

    Track Salesforce1 Logins using the Salesforce1 Adoption Dashboard and Reports AppExchange Package Track specific Actions using Custom Fields and Default Values on Custom Actions

  • Salesforce1 Adoption Dashboard and Reports AppExchange Package

    Install this package from http://bit.ly/s1adoption to get a set of reports & dashboards for tracking who logs in when, and from what app (iOS vs Android)

  • Create a checkbox that is automatically populated to track creation of records through Salesforce1 Custom Actions

    Create a timestamp field to track when records are modified through Salesforce1 Custom Actions

    Track Actions Executed Within Salesforce1

  • Setup Customize Object (here we use Opportunity) Fields New Custom Field

    Track Records Created Within Salesforce1 Step 1: Create a Custom Field (type: checkbox) on the object you would like to track

  • Global Action: Setup Create Global Actions Actions Contextual Action: Setup Customize Object Buttons, Links and Actions

    Track Records Created Within Salesforce1 Step 2: Create (or modify) a Custom Action to create a new record of that type

  • From a Custom Action Edit Layout Button

    Track Records Created Within Salesforce1 Step 3: Add the custom checkbox to the Custom Action Layout

  • From a Custom Action New Predefined Field Value

    Track Records Created Within Salesforce1 Step 4: Set the default value to TRUE

  • Track Records Created Within Salesforce1

    Now, whenever a user creates a new record using your Custom Action, the Created in Salesforce1 checkbox will automatically be checked! Create reports using this field to see:

    The number of new records being created from within Salesforce1

    The proportion created via mobile vs the browser

    Pro Tip: Use the Created Date field in conjunction with this one to track mobile trends

  • Setup Customize Object (here we use Opportunity) Fields New Custom Field

    Track Records Updated Within Salesforce1 Step 1: Create a Custom Field (type: date/time) on the object you would like to track

  • Global Action: Setup Create Global Actions Actions Contextual Action: Setup Customize Object Buttons, Links and Actions

    Track Records Updated Within Salesforce1 Step 2: Create (or modify) a Custom Action to update the object

  • From a Custom Action Edit Layout Button

    Track Records Updated Within Salesforce1 Step 3: Add the custom date/time field to the Custom Action Layout

  • From a Custom Action New Predefined Field Value

    Track Records Updated Within Salesforce1 Step 4: Set the default value to NOW()

  • Now, whenever a user updates a record using your Custom Action, the Last Mod Salesforce1 field will be automatically populated with the current time! Create reports using this field to see:

    How often users are modifying records using Salesforce1

    Usage trends over time

    Track Records Updated Within Salesforce1