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What can you learn from your Salesforce user activity?
If you’ve examined this data, you’ve monitored user activity. By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to use Salesforce or may not need a license at all.
What is monitor user activity in Salesforce?
Monitoring user activity helps you proactively safeguard your Salesforce org by identifying suspicious actions and addressing them, reducing your technological attack surface. Regulated industries like healthcare and financial services follow compliance frameworks that require user activity monitoring.
How to create campaign member values in Salesforce campaigns?
Go to the Campaign. Click on the button marked Advanced Setup. That takes you to the page you need to create the Campaign Member values. But before we do that, let’s take a quick look at the standard page layout. The default Campaign Member values that salesforce provides for each Campaign are ‘Sent’ and ‘Responded’.
Why add users to your Salesforce account?
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most.
What counts as an activity in Salesforce?
Activities include tasks, events, and calendars. With Salesforce, track tasks and meetings together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities.
How do I track activity in Salesforce?
Create the automation in Process Builderselect Update Records under Action Type.give your action a name.under Record Type , choose the option for Select the Task record that started your process.under Criteria for Updating Records, select No criteria – just update the records!More items…•
How does campaign member status work in Salesforce?
Campaigns can help you monitor prospects as they interact with your marketing assets. After a person or an account is added as a campaign member, users can apply a member status that reflects their recent activity.
How do I create an activity in Salesforce?
To create activity select Leads Tab=> Select the Lead. Select Leads Tab as shown above and from the list of leads select any of the lead to which you want to create new task. View the lead in detailed view and select New Task as shown below.
Does Salesforce track user activity?
Salesforce admins can utilize user activity monitoring to gain deeper visibility into the health of their Salesforce org, covering four critical areas: security, compliance, usage and adoption, and performance.
How do I see users activity in Salesforce?
Go to Setup->Administrative Setup->Security controls->View Setup Audit trail. There you can see all the user activities.
How many campaign member status can count as a member response?
New campaigns have two default member status values: “Sent” and “Responded”. You can edit the values and create more according to how you want to track campaign members. 1.
How do I automate a campaign member status in Salesforce?
Navigate to Setup > Process Automation > Flows and select new flow. Select Record-Triggered Flow from the wizard. Configure the Trigger to occur when a record is created, and after the record is saved. Select Campaign as the trigger object.
How do I mass update campaign members status in Salesforce?
Create a CSV file containing the Campaign Member Status ID (01Y) of each status to be deletedOpen Data Loader.Click on Delete.Enter Salesforce credentials.Select Show all Salesforce objects.Select Campaign Member Status (CampaignMemberStatus).Click on Browse and select the csv file.Click on Next and on Ok.More items…
What is WhoID and WhatID activities?
WhoID refers to people things. So that would be typically a Lead ID or a Contact ID. WhatID refers to object type things. That would typically be an Account ID or an Opportunity ID.
How do I add an activity timeline in Salesforce?
In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.Select the default activities view for your org. If Einstein Activity Capture is enabled, the Activity Timeline option is required.Click Save.
What is Activity tab in Salesforce?
The one highlighted takes you to a list view of activities. When you click that icon, you go to a activities page that has standard views that Salesforce has created for you. You can see your own activities (tasks and events) and also your delegated activities.
How do roles mimic teams?
Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assign ing users to a role hierarchy makes records accessible within their team.
What is permission set?
Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
What is a campaign member in Salesforce?
A Campaign Member describes the relationship between an individual Lead or Contact and a specific Salesforce Campaign. It tracks the change in this relationship over time and is critical for building useful marketing reports and dashboards in Salesforce.
How to create a campaign in Salesforce?
To create a Salesforce Campaign, click on the Campaigns tab. On the right, click New. However, if you don’t have permission to do this, you need the Marketing User checkbox set to True. You find this feature on the User record. Ask your system administrator to edit your User record and set this checkbox to True.
What is Salesforce campaign?
A Salesforce Campaign is a group of Leads and Contacts exposed to specific marketing communication (s). It stores essential performance metrics and means salespeople can quickly see the customers and prospects that received marketing activity.
Can you link a lead to more than one campaign?
Lead and Contact Campaign History. Naturally, one Lead or Contact can link to more than on Campaign over time. You may even have a Lead or Contact to be associated with several Campaigns at the same time. And of course, they can have a different Member Status for each Campaign.
Can you link a Salesforce form to a Salesforce campaign?
If you don’t have a marketing tool, you can use a simple web-to-lead instead. However, in either case, link the form to a Salesforce Campaign. That way, not only do you capture the person as a Lead, but you also connect the Lead and any subsequent Opportunity to the Campaign.
Security
Compliance
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Regulated industries like healthcare and financial services follow compliance frameworks that require user activity monitoring. As a Salesforce user in a regulated industry, meeting compliance standards is crucial for multiple reasons: You want to reinforce trust, and you don’t want to receive hefty fines. Non-compliance with GDPR, for example, can incur fines of as much as €20 …
Usage and Adoption
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User activity monitoring insights can also reveal how users interact with Salesforce. Usage and adoption are critical for users to leverage Salesforce to its fullest and monitoring certain actions can reveal if your team is fully utilizing the CRM. Usage and adoption information gained from user activity monitoring can guide your training and educa…
Performance
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Evaluating performance – the end-user experience – is essential when measuring Salesforce’s impact on operations. Measuring performance through user activity monitoring is an impactful way to know if you’re using the CRM efficiently. Admins can view events like failed logins to pinpoint if there’s a problem with the login page or account permissions. Poor page performanc…
Salesforce Shield: Event Monitoring
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Salesforce Shield: Event Monitoring provides Salesforce admins with org visibility through user activity monitoring-based audit logs. With Event Monitoring, you can track user activity and prevent data loss. Event Monitoring provides the audit log files from Salesforce. These logs contain information about nearly 50 unique, user-generated events. Event Monitoring logs provid…