With the Metric Builder for Salesforce CRM, you can create Custom Salesforce Metrics using a combination of Metrics, Dimensions, and Filters.
- Access Custom Metrics and Metric Builder for Salesforce
- Use the Metric Builder for Salesforce
- Create a Custom Salesforce Metric [Example]
- Add a Custom Salesforce Metric to a Databoard
- Additional Information
How to access Custom Metrics and Metric Builder for Salesforce
Navigate to Metrics > Custom Metrics to access the Metric Builder for Salesforce. Click the green + New Custom Metric button and select your connected Salesforce Account from the Data Source drop-down list.
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
How to use the Metric Builder for Salesforce
The Metric Builder for Salesforce is unique in that it allows you to use the Databox Metric Builder or Salesforce Object Query Language (SOQL) to create Custom Metrics.
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For example, if you create a Custom Metric called "New Leads," you'd want to select Lead ID as the Metric and Count as the Aggregation Function. This will make it so each Lead ID that is returned from the Salesforce Account will simply be counted as one (+1).
For longer Date Ranges, individual metric values will be aggregated for the entire Date Range, and the aggregated value will be displayed for the metric.F) Advanced metric definition: In the Advanced metric definition window, you can set a description for a Custom Metric, set Favourable Trend of the metric (Trending up is positive or Trending down is positive), and other additional advanced settings to a metric. Learn more here.
Learn more about Data Types here.E) Advanced metric definition: In the Advanced metric definition window you can set a description for a Custom Metric, set Favourable Trend of the metric (Trending up is positive or Trending down is positive), and other additional advanced settings to a metric. Learn more here.
How to create a Custom Salesforce Metric [Example]
In this example, we'll create a Custom Metric to report on New Opportunities.
- Navigate to Metrics > Custom Metrics
- Click the green + New Custom Metric button
- Select the appropriate Salesforce CRM Data Source
- We'll build this Custom Metric using the Databox Metric Builder, so we'll select the Builder button
- We want to report on Opportunities, so we'll choose Opportunity as the Object. This will ensure we're syncing data from the appropriate place in the Salesforce Account
- We want all Metric values added together, so we'll select SUM as the Aggregation Function
- The Data Type, Period Values, is auto-selected
- We want to aggregate metric values by days, so we'll select Day as Period
- To accurately explain what this Custom Metric is reporting on, we'll name the Custom Metric "New Opportunity"
- Click Preview data to generate a Data Preview of the Custom Metric
- Once we confirm that these are the results we're looking for, we'll click Save to save the Custom Metric
How to add a Custom Salesforce Metric to a Databoard
- Open the selected Databoard in the Databox Designer or create a new Databoard.
- Drag and drop a blank Datablock onto the Databoard from the Visualization Library.
- Select the appropriate Salesforce Data Source in the righthand Property Manager. It must be the same Salesforce Account that was selected when creating the Custom Metric.
- Select the Custom tab at the top of the Metric drop-down list.
- Select the Custom Metric name to populate the Datablock.
- If you receive an error message saying "errorCode: MALFORMED_QUERY" when using a Filter, add single quotes (' ') around the Filter in the Value field.
- Dates must be entered with the following format: YYYY-MM-DD
- SOQL results are limited to 10,000 rows. If you expect your query to return over 10,000 rows or if you're not sure how many rows will be returned, be sure to LIMIT the query. If you need more than 10,000 rows in order to report on your Salesforce CRM data in Databox successfully, you can to submit your request on our Roadmap here.