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Salesforce issued a press release yesterday about Singapore Airlines utilizing 14 AppExchange applications to “Automate Tasks, Increase Efficiency and Improve Visibility Into Accounts”. I am happy to report that 2 of my applications, User Adoption Dashboard and Auto vCard (both free), are among them and mentioned in the press release.
A very small update was made to the User Adoption Dashboard package (which, I am proud to say, is ranked #6 in the Most Popular list on the main AppExchange page). There is a report there that shows people that have logged in over the past 7 days and another that shows who has not logged in over the past 7 days.
Steve pointed out to me that someone logging in exactly 7 days ago was not appearing on either report. Through this, we discovered that there is a difference between selecting Last 7 Days in the date widget at the top of the report and putting LAST 7 DAYS into your criteria of a report. LAST 7 DAYS starts with yesterday and counts back. The date widget starts with today and counts back. This is contrary to what the Help says about how LAST n DAYS works, but still seems to be the case. Because of this, the not logged in report needed to have its criteria updated to LAST 6 DAYS.
What should you do? You have two options (besides doing nothing):
Salesforce one-upped me and published some Adoption dashboards of their own. They look nice and measure things in ways that are different from my User Adoption Dashboard. I suggest checking this out if you are looking for more adoption dashboards. You can never have enough as an Admin!
The User Adoption Dashboard I created earlier this month is now live on the AppExchange. Click the image below to get to the Dashboard page or search for it on AppExchange.
I have received very positive feedback about the dashboard and I understand it is being used by Salesforce.com during AppExchange seminars, which is very nice to hear.
I would really appreciate additional feedback about the dashboard as a comment on this post and/or on the AppExchange page as a review. Also, please let me know how the dashboard can be improved or additional dashboards that would be helpful to have on AppExchange.
User Adoption is a key success criterion for any Salesforce.com implementation. The metrics by which to measure adoption vary from project to project. My projects typically include some kind of Adoption Dashboard that is used to allow the admins and executives to get an overview of the activity taking place within the system. This is often as simple as measuring who is creating what records, what types of data is being created from a macro-system viewpoint and measuring this activity over a period of time.
I keep a few baseline Dashboards on my App Exchange account to use as a starting point on my projects. I would like to share one of them now and have made it available on App Exchange for anyone to download into their environment. I am planning on submitting this dashboard configuration to be public in the App Exchange directory, but I’d like some feedback on it first. You can get the dashboard by clicking the image below.
The dashboard contains a series of components that look at the data activity over the past 60 days (Leads Created, Accounts Created, Cases Closed, etc). It also contains 2 user lists: one for the number of logins per user over the past 7 days and another for the users that have not logged in over the past 7 days.
The dashboard should work within any environment as it only references standard Salesforce objects & fields. The Dashboard and its corresponding reports both go into folders called “User Adoption Dashboard from AppExchange”. The folders will be publicly accessible, by default. The Dashboard will be setup to run under the user that downloaded the app exchange package.
I am interested in your feedback on this. Please leave comments on your use of adoption dashboards/reports, reaction to the dashboard I created, ideas for other metrics to track in a dashboard like this, etc.
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