When looking at a dashboard, I would like a way to quickly view all of the log entries related to a given data set.
Currently, I drill into a panel/lens, gather the query and filters, open a new Discover tab, and rebuild the search. There must be a better way, and I must not be the alone in wanting to do this.
Related
I work for a nonprofit which help disabled military veterans. We have all our participants register with us using Salesforce as the repository of their registrations. We have dashboard components in Salesforce Lighting which totals up the number of active participants we have. I would like to display the component on our WordPress site but have never done anything like that before. I was hoping to find someone who has done something like that and offer some direction on how to go about doing it.
I tried looking up WordPress plugins which integrate with Salesforce. Most seem to be geared towards sending registrations back and forth but not displaying information. From a little bit of research, it seems like coding might need to be involved. Maybe doing a REST API with a Post option which will send the data through an HTTP URI? But to my understanding is that it would require WordPress to be an API. I am sure there are gaps in my logic.
I dont have an extensive amount of programing language experience but am willing to learn. I have taken a few Java and JavaScript classes in school.
I have not attempted this yet. I am just looking for feedback and direction.
Few options here, in no specific order...
Do Wordpress users have real Salesforce accounts or is their data simply stored in SF? Ask your Salesforce admin if there's a "customer community" configured (if your SF org is really old he might refer to it as customer portal). Communities offer nice way of exposing SF to poeple who don't need full SF user licenses. Think like collaborating with real SF users on "My Cases", viewing reports & dashboards... But for this you'd really need people logged in to SF so it won't work if you want just something anonymous. Some more info
Another option might be using Sites (Visualforce pages that expose SF data to guest users). Think like displaying a product catalog, FAQ, web-to-lead form or some other generic "contact us" page that's anonymous. So if you have SF developer (or admin with good copy-paste skills) you could use some Visualforce charts. They can be 100% coded (like this) or fed data from a report (like this) so it's simpler for admin to change the report filters or something without really writing code. Not sure if the simple route will work on a Site, there are some old answers that say "No", you might have to try it out. Worst case you'd need Apex code (or JavaScript) to query SF for results and display them. And display that SF Site page as <iframe> in Wordpress.
A slight twist on the Sites option - do you use Chatter (bit like Twitter inside SF)? There's way to take a snapshot of a report when a milestone has been met and post it to chatter ("congrats for hitting X participants"). And embed feeds on Visualforce pages too. Docs
What SF edition you're on (Group/Professional/Enterprise...)? If you have API access to Salesforce you could query the info yourself from Wordpress and display it using whatever charting library's easiest for you (Google Charts, Flot...). There are tons of examples how to connect to SF from PHP (or maybe you could cannibalize a WP plugin). Technically it's one POST message to log in to SF and one GET to run a query (something as simple as SELECT COUNT() FROM Contact WHERE isActive__c = true?)
That'd be more or less everything in terms of pulling data out of Salesforce. I mean if you have API access enabled you can slice & dice it how you want, extract data with raw PHP code or use some middleware but overall idea doesn't change. Write queries yourself or use "Analytics API" to access report results (so your administrator has power to change it without coding)...
So how about pushing? SF could notify you about current participants count. At scheduled intervals or even realtime. That'd be "just" raw data though, you'd have to write visualisation yourself.
Plenty of options here
workflow rules (code-free), sends XML message to specified URL so you'd need a WP page that can "capture" the result. Could be sent on creation of new record or update of existing. Won't give you totals, it'd be data related to that particular record so you'd have to build kind of +1 / -1 counter... Or if you use a report + analytic snapshot (helper object to store report results) and have workflow on that - that could be really close to what's needed.
scheduled apex job to run some queries and send the results to you. Again - you'd need a WP url that can be called from SF
if there's a CometD plugin for Wordpress you should look at Salesforce Streaming API, Platform Events or (newer and even simpler to configure) Change Data Capture. Basically you "subscribe" to a topic (a SF query) and whenever SF data changes and SF decides it'd change the results of the query - it'd push the results to you. It's almost realtime. Too much to write about them, perhaps best if you'd try to click through some trailheads - SF self-paced training courses:
https://trailhead.salesforce.com/en/content/learn/modules/api_basics/api_basics_streaming
https://trailhead.salesforce.com/en/content/learn/modules/change-data-capture
https://trailhead.salesforce.com/en/content/learn/modules/platform_events_basics
I'm setting up Google Analytics for a website where a user can find an event to attend (concerts, plays, etc.). The results can be filtered by 5 different parameters.
So, unfiltered results would look like: example.com/event-finder/
And filtered results showing concerts in January or February would look like: example.com/event-finder?type=concert&month=jan,feb
I'm struggling to figure out the best way to use the query parameters in Google Analytics to analyze filtering behavior.
Example questions I'd want to be able to pull answers for:
What percentage of results were filtered by type?
What percentage of results were also sorted by month?
What is the most common type filtered by?
I have full access to both Google Analytics and Tag Manager but I suspect I shouldn't do this with events or custom dimensions and that there's got to be a way to use the query parameters to do this in a clean way.
I've tried to use a new view and site search to group the types of filters. Seems like it could work, but seems hacky and limited.
I've considered pushing those values into custom dimensions, but that too seems like overkill.
I've considered pulling content reports into Google Sheets and sorting through things there, but I'm 1) not entirely sure how I'd do that and 2) suspect there may be an easier approach.
Let me know if you have any questions or need more clarification. Thanks!
Have you tried to use "category parameters" when configuring site search (admin -> view settings)? You could set the "type" as a category parameter. You can also enter multiple parameters in there.
Check this screenshot of site search configuration
Initially, I had created a case to report a problem with credentials assignment to Cloudant. But, after a few iterations with support, I am no longer able to view my own case via the link I get in the support e-mail.
I only get a message You do not have the right permissions to view cases.
So, I try to open a new case - but then I get You do not have the right permissions to open cases and a description telling me what to do.
Following the steps (Creating an access group for working with cases), I'm able to follow the first steps (From the menu bar, go to Manage > Access (IAM), select Access groups, and click Create), but at the Access Groups page, there is no Create button or any way to create a new access group.
So, I'm not even able to ask for support any more...
You can always open support cases via email to support#cloudant.com - if you provide your Cloudant account name (the one that ends with -bluemix) it’s easier for support to locate you.
You still have a -bluemix account - look at the URL when opening the Cloudant dashboard. Here’s an instance I just created using my internal IBM creds...
https://5217efab-4dcf-4ea0-a1c7-a0ea017a8ccd-bluemix.cloudant.com
I have successfully used kibana (4.3.1) to make a dashboard with several visualizations. Great! Now I would like to add some input controls to allow filtering. I know that you can manually enter filters in the query bar, for example 'myCol:[low TO high]' but this is problematic for a couple of reasons. First, the syntax is a little too advanced for casual users (although I could use the metadata visualization to document the syntax). Second, the query bar goes away when exporting the dashboard via iframe.
I have tried using the metric visualization to display a min and max values. Unfortunately, the metric visualization is read only.
I have tried a bar chart to allow range filtering but my users will need to select very specific ranges that result in selection areas of only a few pixels. This is error prone and not precise enough.
Any other ideas on how to create input controls for easy filtering? I was hoping find some sort of dial that is tied to a column to allow users an easy way to apply filters.
Thanks,
Nathan
Check working with filters section in the documentation. Selecting a filter changes dashboard URL and includes snippet like (filters:!((meta:(disabled:!t,index:'myIndex_*',key:MyTermToFilter,negate:!f,value:'MyValueToFilter'). Once you have all the filters you want your users to change in the URL, after they navigate to that URL they will be able to enable/disable them in the UI
Why is the advanced segment and custom report in the below scenario not matching. Need your valuable suggestions from you all.
I have created a custom report to get sessions. I have done this by using the below query
Dimension as Device category
Metrics sessions
filters as page matches regex /products/phone/xperia-z
iam getting figues as mobile(sessions) = 869,908
However when i use a advanced segment on Audience-->Mobile--> overview. The query used in the advanced segment is
condition
Filter session using page matchesregex /products/phone/xperia-z
mobile(session) = 1,187,560
Could you please let us know why there is such a huge difference in custom report and advanced segment, though iam only interested in sessions
Comparing segments with custom reports is not a correct way of populating data. Whenever you apply a segment, it gives data for all the sessions in which your specified page was visited. Whereas in Custom Report, the filter works like a secondary dimension i.e. number of sessions from Mobile in which users directly landed on your page.
Try and using secondary dimension in Audience > Mobile report and your data will match.
// Hiren :P