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Adoption & Analytics - Coggle Diagram
Adoption & Analytics
Dashboards
Dashboards are a collection of reports and charts displayed graphically to highlight specific required analytics data.
In an Experience Cloud site, Dashboards can be accessed by selecting Dashboards in Experience Workspaces
Experience Workspaces --> Dashboards
Mapping Dashboards
Dashboards can be mapped to Experience Workspaces Home Page. The dashboard mapped to Home appears on the Experience Cloud site Management Home page.
Dashboards are mapped in the Dashboard Settings area
Dashboards must be created inside a Salesforce org first before mapping them in an Experience Cloud site and sharing to all Experience Cloud site managers. Dashboards from the AppExchange package can also be used.
Insights
Insights are reports to help monitor activity in an Experience Cloud site that sit within a dashboard. .
With insights, moderation tasks can be managed, engagement can be promoted, and adoption can be driven
Insights can be set up to monitor Member Engagement, Adoption, Activity, Groups, Topics, Files, Content, Moderation, Search and Self-Service.
View Insights
Insights in an Experience Cloud site can be accessed from ExperienceWorkspaces > Dashboards--> Engagements.
Mapping Insights
Insights pages map to report folders in a Salesforce org.
Considerations while creating Insights
REPORT TYPES: To create insights in an Experience Cloud site, report types must be available or created.
REPORT FOLDER: Reports must be configured within a report folder that is then mapped in an Experience Cloud site.
Salesforce Community Management Package
Preconfigured dashboards and insights can be downloaded in an AppExchange package called Salesforce Communities Management Package.
Once package is installed, Dashboards and Insights can be viewed from Experience Workspaces > Dashboards
Insight Report Types
An existing report type can be used or a new one can be created for a custom report type based on the Networks object. The Networks object will report on Experience Cloud site-specific information.
If a custom report type is created, the primary object must be Networks.
Limitations
Must be a tabular report
Only 2000 rows can be displayed
Pagination cannot be included
Ensure NetworkID is not used to filter the report. NetworkID relates to each Experience Cloud site. If selected as a filter, only information from the chosen NetworkID will appear, whether or not it is for the Experience Workspaces being viewed.
Report Folders
Report FoldersEach report will need to be saved into a report folder that is mapped in an Experience Cloud site.
NEW FOLDER: A new report folder should be used for each Insights page.
SHARING: The report folder can be shared with other Experience Cloud site managers.
VIEW REPORTS: All of the reports within the folder will be available in the dropdown menu for that Insights page in the Experience Cloud site.
Adding Reports and Dashboards
EXPERIENCE CLOUD SITE TYPES: Reports and dashboards can be added in Lightning communities and Tabs & Visualforce Communities
ADD REPORTS & DASHBOARDS TO PAGES: Reports and dashboards can be added on any page that allows components.
LICENSE CONSIDERATION: It is available for Customer Experience Cloud site Plus and Partner Experience Cloud site licenses
DASHBOARD REFRESH LIMIT: External users can refresh dashboards up to 1000 times a day per org (scheduled or automatic dashboards do not count).
Moderation
What: An effort to keep content targeted and appropriate
What can be moderated? : It is possible to moderate all content on the site or specific Keywords can be moderated too. Keywords will can be replaced when moderated.
Who: Group owners and managers can moderate their own group> Moderators can be set to manage whole site by providing appropriate permissions in profiles or permission sets
Groups: If Groups are used, then Group Owners and Managers can moderate.
Moderators can be internal or external
Privileges are given through profiles and permission sets.
How: Moderation can be done manually or by setting rules. Moderation rules for content or rates can be set. Triggers can be used.
Moderation can be done by requiring pre-approval for posts. Users can be allowed to flag posts.
Tracking: Email notifications can be sent to moderators on flagged contents. Insights can be used to monitor. MODERATION OVERVIEW page in EXPERIENCE WORKSPACES shows all actions taken and needed.
Chatter Feed "Flagged" also shows all flagged list to moderators or group owners.
Experience Management Package: Pending Insights report shows all content that needs approval. Approval actions can be done directly here. It can be approved or denied directly here.
Moderation Overview Page: This page shows tiles of flagged or needing review content. It allows mass actions for approvals or denying contents.
PERMISSIONS:
Moderate Experience Feeds
Review flagged posts and feeds. Can approve or delete.
Moderate Experience Files
Review Flagged chatter files. Can approve or delete.
Moderate Experience Chatter Messages
Review flagged Chatter messages; can approve or delete
Can Approve Feed Post and Comment
Can approve, delete or edit flagged/pending review posts
Moderate Experience Users
Can freeze users
Manage Experiences
Ability to make adjustments in Experience Management or Experience Workspaces (e.g., change rule criteria)
Access Experience Management
Allows users to seeExperience Management and Experience Workspaces pages
Allow members to Flag Comments (in Administration--> Preference section)
Moderation Rules
Composed of Criteria and Action.
Standard: After Sprint '17 release, experience cloud comes with preconfigured moderation rules. These are not activated by default and can be modified.
Types:
Content Rule: Content rules allow blocking, banning, flagging, replacing, reviewing and freezing content based on keywords.
Content Rules:
Content Rule Limit: Can have upto 3 keyword criteria, and 10 member criteria.
Actions: Content Rule can Block, Replace, Flag or Review banned words.
Order for multiple rules: BLOCK --> REVIEW --> APPROVE --> REPLACE --> FLAG
Rate Rule: Rate rules limit the number of posts a user can make
Rate rules apply to posts, comments, files and private messages.
Limit: Max 30 rules can be configured per org.
Member Criteria: Rule can have member criteria to apply only to certain members.
Can be based on member type (Partner, Customer or Internal), based on profile, or can be filtered based on member creation date. Criteria can have maximum 100 conditions.
Moderation Rule Notification: Pop up messages can be configured to inform users when they break a rule.
Content Criteria: Criteria can have max 2, 000 keywords. Criteria is non case sensitive.