Viewing Usage Data in Salesforce (Exchange + Salesforce)

Companies that roll out Cloud Edition realize increased Salesforce adoption and overall productivity gains. User Reports and the Usage Dashboard provide Cloud Edition Admins with insight into system usage and ROI. Salesforce Admins can create additional reports in Salesforce to reflect Cloud Edition usage and impact on their business. In this section, you will learn how to view Cloud Edition usage date in Salesforce.

Warning: The following steps can only be followed by Salesforce users with Admin privileges to create and alter fields within Salesforce and across and organization. Contact your admin for more information.

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Create a new DateTime type field named LinkPointTouchDate__c within Salesforce. Add this field to all of the Objects for which you would like to capture metrics.

Add the LinkPointTouchDate__c field for all users for which the usage report will be run. If the field and objects are not applied to the correct users with the correct access, the data will not be collected.

Cloud Edition will date stamp each item recorded to Saleforce within this field to indicate the last date and time the item was created or updated by the system.

Create a Report in Salesforce that includes the LinkPointTouchDate__c field based on the users or objects you are collecting metrics for. This will demonstrate the impact of Cloud Edition across teams and data points.

Tip: You do not need to expose the LinkPointTouchDate__c field to end users to collect data or run reports. This will prevent data from being overwritten. The field is automatically detected by the Cloud Edition API.

Download: Access the complete LinkPoint Connect: Cloud Edition (Exchange + Salesforce) User Guide in .pdf format. Get the User Guide

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