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Related Articles and Questions Reports

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Related Articles and Questions Reports

Create custom report types so users can report on click-through rates on related articles and questions. Salesforce Einstein suggests related articles and questions in communities. Use the click-through rates reports to create content around the most accessed articles and questions, empowering your customers to find the information they need.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create, update, and delete custom report types: Manage Custom Report Types

As an admin, you can create custom report types so users can analyze which related articles and questions are most clicked in a community.

To create a folder of reports for your users:

  1. Create a custom report type using Related Content Metrics as the primary object.
  2. Create a public folder for related content metric reports. This step requires the Manage Public Reports permission.
  3. Using your custom report type, create one or more new custom reports. For example, you can make specific reports on related questions click-through rates and related articles click-through rates. Assign the reports to the new reports folder you created.

After completing these steps, a folder of related content metrics reports is available to your users on the Reports home page.

 
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