Sales - CRM Object Activity
Description
This subject area provides data for reporting on object activity, specifically object creation and updates.
Use this subject area to report on object activity by channel, object activity performed by users, object activity by channel, and time periods with no object activity.
As of 21A, this subject area now reports on the number of reads for the Mobile and Microsoft 365 channels. These metrics give you a broader understanding of how much sales teams interact with these channels.
Gain vital insights on user adoption by reporting on which types of records are read, such as account, activity, or opportunity, via the Mobile and Microsoft 365 channels. Seeing which types of records are read on these channels gives you critical insights into user behavior in the field.
Business Questions
This subject area can answer the following business questions:
Job Roles
No applicable job roles
Duty Roles
No applicable duty roles
Primary Navigation
Navigator > Manage Users
Time Reporting
Yes
Time dimension is linked to Time dimension is linked to Object activity date..
Transactional Grain
Object Activity Date / Object / Channel / User
Special Considerations
1. Considering the sensitivity of the data, access to this subject area is restricted to the BI duty role "BI User System SA Access". 2. This subject area captures user activity data only when ESS job Refresh BI Reports Audit Data for User Adoption Reporting is run. 3. Data retention period is configurable when submitting ESS jobs. Default data retention is 13 months. 4. Object creates (inserts) are available by channel (web/mobile/email). 5. Object updates are available for the mobile and email channels. Object updates for the web channel is not yet offered. 6.Proxy is not supported for this subject area. 7. This subject area supports negative reporting at the resource and time level. This allows reporting on which users are not using the system and when the system is not being used. 8. This subject area shows activities for all Time Periods, based on the Employee dimension, to support reporting on Time periods with or without activity. For this reason, if a custom report is built which includes a Time Period at either Year or Month, the report must be filtered by a specific time period. Without such a filter the report will show results for the complete 100 years in the Time dimension. 9. For mail (Microsoft 365) and mobile applications, if reports are run on a given day, data from that day will not show until a period of 24 hours has passed. Running the scheduled process 'Refresh BI Reports Audit Data for User Adoption Reporting' will not change this behavior. 10. For best performance it is recommended to: a. Add a time filter for a specific year or month. Time filters should not be longer than one year. b. Add a Resource filter, such as Region. c. Try to break larger reports into smaller reports. d. Filter # of Active Days fact > 0 to report on days with activity, unless negative reporting is the requirement.