Tilslut Quip-brugerengagementsmetrikker til Salesforce-registreringer
Hvis du vil tilknytte Quip-brugerengagementsmetrikker til en Salesforce-registrering, skal du linke objektet Samarbejdesbrugerengagementsmetrikker til objektet Samarbejdesdokumentmetrikkers registrering.
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Tilgængelig i: Lightning Experience
Hvis du vil tilslutte metrikker for brugerengagement fra samarbejd til metrikker for samarbejdsdokument, skal du bruge CRM Analytics.
Match Quip-tråd-id'et for metrikken Samarbejdesbrugerengagement med dokument-id for metrikken Samarbejdesdokument.
Match felterne Metrikdato på begge objekter.
Tilslut også Metrik for samarbejdsdokument til Metrik for samarbejdsdokument-registreringen.
Match feltet Id fra Metrik for samarbejdsdokument til feltet CollabDocMetricId i Metrikregistrering for samarbejdsdokument.
Match felterne Metrikdato på begge objekter.
Nu har metrikken for samarbejdsbrugerengagement et registrerings-id i den samme række, som kom fra tabellen med metrikker for samarbejdsdokument. Denne konfiguration opretter de samme data, der tidligere spores gennem objektet CollabUserEngmntRecordLinks.
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