Install Sample

Once the solution is successfully activated, you can see the Install Sample tab.

Click on the Install Samples button to install the sample records for Entity Configuration entity.

Below is the list of entity-action pairs that will be created as sample records.

Entity	Message	Period
Account	Create	Daily
Lead	Create	Daily
Lead	Qualifylead	Monthly
Opportunity	Win	Monthly
Phonecall	Create	Daily
Quote	Win	Monthly
Quote	Close	Daily
Email	Send	Daily
Incident	Close	Monthly
List	AddListMembers	Daily

Once the sample records are created, tracking of the above entity-action pairs will start for all the active users in CRM.

If you wish to modify the entity-action pairs, go to User Adoption Monitor App --> Entity Configuration --> Select the record you wish to modify.

For further queries, reach out to us at [e-mail]