Salesforce Adoption Dashboards

Maximize your Salesforce experience by diving into the capabilities and benefits of Salesforce Adoption Dashboards. This blog offers a comprehensive guide to understanding, setting up, and leveraging these dashboards for your business. Here’s what you’ll discover:

• Tracking User Engagement: Monitor login history and feature use.
• Improving Data Quality: Identify adoption indicators.
• Dashboard Installation: Guide to download from AppExchange.
• Key Metrics: Overview of essential dashboard metrics.
• Customization Tips: Setting up the “Running User.”
• Use Case Insight: Identifying neglected customers/prospects.

Let’s get started!

Salesforce Adoption Dashboards

The Salesforce Adoption Dashboards offer visibility into user login history and the adoption of important features like accounts and opportunities. The reports that come as part of the package, for example – Lead, Contact, etc, are also an indicator of data quality as well as feature adoption.

These dashboards are available to be downloaded from the AppExchange. It contains 42 reports, 6 custom fields, 3 dashboards, 1 dashboard folder, and 1 report folder, all of which are aimed at determining whether users are constantly logging in and using key features. For example, one dashboard is the User Adoption, which consists of reports such as who is NOT logging in regularly, logins by role, and logins by the Department.

Setting up Salesforce Adoption Dashboard

The Salesforce Adoption Dashboard is available on AppExchange, the go-to marketplace for applications, custom solutions, and consultants. The package can be installed by following the procedural document.

Key Metrics Tracked Using Salesforce Adoption Dashboard

User Adoption

• Active User Logins
• Active Users
• Login by Department
• Login by Region
• Login by Role

Key Feature Adoption

• Accounts w/o Fields Pop
• Contacts w/o Key Fields
• Activities Wall of FAME
• Neglected Customers
• Neglected Prospects
• New Accounts Last 30 Days
• New Contacts Last 30 Days

Sales and Marketing

• Campaigns by Status
• Count of Leads
• Count of Opportunities
• Leads Converted Last 365
• Opportunities with/without Opportunity Product

Considerations for Salesforce Adoption Dashboard

• The user who downloaded the AppExchange package will be the default Running User of the Dashboard. But this can be updated on the Dashboard settings.
• It is recommended to set the “Running User” as the person who has access to view all data in the system.
• All users can see the reports and dashboards by default. You might just want a specific group of users to be able to see them. If the old Adoption Dashboard package is no longer needed, you can uninstall it.

Use Case

The administrator at Cosmo Property has installed the Salesforce Adoption Dashboard Package from AppExchange to track key adoption metrics. Which out-of-the-box dashboard can they run to evaluate how many customers/prospects were neglected in the last quarter?

Solution: Key Feature Adoption Dashboard

Reason: The Key Feature Adoption Dashboard contains multiple reports as components, for example – Neglected Prospects, Neglected Customers, etc. The data can give valuable insights and help the business take corrective action.

Conclusion

As we conclude our exploration of Salesforce Adoption Dashboards, it’s clear that these tools are invaluable for enhancing your Salesforce experience through meticulous tracking and analysis. Whether you’re aiming to boost user engagement or ensure high data quality, the insights provided by these dashboards can guide your strategy towards achieving CRM excellence.

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