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