Special Messages
User Adoption Monitor supports the following special messages apart from the CRUD operations. You will find sample entity configurations created for these when you install the sample data.
Entity Name
Message
Description
Lead
Qualifylead
This message is triggered when a lead is qualified.
Opportunity
Win
It is triggered when an opportunity is closed as Won.
Quote
Close
Triggered when the quote is closed.
Quote
Win
It is triggered when the quote is won (Post clicking ‘Create Order’).
Incident
Close
This is triggered when an Incident is closed as Resolved.
List
AddListMembers
This is triggered when a new member is added to a Static Marketing List.
Email
Send
This is triggered once an email is sent.
Application
loginlogout
To track user log-in & log-out details.
Case
*checkincheckout
To keep track of user Check-in & Check-out activities details in particular Entity records.
Note: 'checkincheckout' is applicable for OOB and custom entities – Lead, Opportunity, Quote, etc.

Example for Entity Tracking

  • First, enable tracking for the following entities:
    • For Account: Set ‘Create’ to period ‘Daily’
    • For Contact: Set ‘Update’ to ‘Weekly’
    • For Lead: Set ‘Assign’ to ‘Monthly’
  • Upon Save, you will be notified that the Tracking has been enabled/disabled for selected entities.
  • You can verify the configurations by navigating to the Entity Configuration section of User Adoption Monitor.
Note: Through the User Adoption Tracking screen, you can only configure to monitor CRUD operations performed on entities. To monitor other actions performed by the user on the entities you need to create the User Adoption Entity Configuration Record manually.
Last modified 1yr ago
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