measuring salesforce1 usage & adoption

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Measuring Salesforce1 Usage & Adoption Steps for Creating a Salesforce1 Usage Report

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Steps for Creating a Salesforce1 Usage Report

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Page 1: Measuring Salesforce1 Usage & Adoption

Measuring Salesforce1 Usage & Adoption Steps for Creating a Salesforce1 Usage Report

Page 2: Measuring Salesforce1 Usage & Adoption

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.

Page 3: Measuring Salesforce1 Usage & Adoption

•  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

Page 4: Measuring Salesforce1 Usage & Adoption

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