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.
Last modified 10mo ago
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