Are your users really using Salesforce1?  Or are they just logging in and looking around?  Well, with the following customization, you can find out!  You will be able to see who is creating and modifying records on mobile devices vs a desktop.  Here is the link to the document that my Success Manager passed to me – Tracking_Salesforce1_Adoption –  but I am going to walk you through my experience and try to make it even easier for you. 🙂

 

First, if you haven’t already done this, install the Salesforce1 Adoption Dashboard and Reports app.  The dashboard will show you who is logging in by day, week and month 5 different ways.  Although this is a great start, there are a few modifications you should make and several components that you probably wont need as they are redundant.  (I will get into the dashboard modifications after I explain how to set up the tracking.)

 

Second, you will need to create 1 custom field and 1 custom action (or modify an existing one), on each object where you want to gain adoption insight into Record Creation, and add it to the Action Layout.  (I did Account, Contact, Lead, Opportunity, Tasks and Events – Activities are a big one to track mobile vs desktop!)

1.  Create your custom field called “Created via Salesforce1” on each object you will track.

custom create field

2.  Go to Global Actions >
Select the Action you want to modify >
Click “New” in the Predefined Field Values Related List >
Add the “Created via Salesforce1” field >
Enter “TRUE” in the Formula Editor

NOTE:  There are already preexisting standard actions so you will just need to create “Predefined Field Values” for the objects you want to track.

Predefined create sf1 (2)Predefined create sf1

**If you have custom objects you want to track, you will need to create a New Action that will create an New “Record” for those custom objects.

Create new action

 3.  Click Layout next to the action you just created or modified and add the Created via Salesforce1 field to the Layout.

Action layout

 

 

Third, and lastly, you will need to create 1 custom field and 1 custom action (or modify an existing one) on each object where you want to gain adoption insight into Record Modification, and add it to the Action Layout.  (I did Account, Contact, Lead, Opportunity, Tasks and Events – Activities are a big one to track mobile vs desktop!)

1.  Create your custom field called “Last Mod – Salesforce1” on each object you will track.

Last Mod sf1

2.  Go to the Object you want to track. (For record updates you have to create the action from the Object not from Global Actions – Global Actions do not have an update option.)
Go to Buttons, Links, Actions
Click “New Action”
Select
Action Type “Update Record”
Enter
a Label 

Update Opp SF1

3.  From the Action you just created,
Click “New” in the Predefined Field Values Related List >
Add the “Last Mod – Salesforce1” field >
Enter “NOW ()” in the Formula Editor

Last Mod Predefined

4.  Once you hit Save,
Click Edit Layout
Add the Last Mod – Salesforce1 field to the Layout.

Last Mod Layout

 

Here’s where it gets interesting!

Being able to see the actual work that is done via mobile, is such a great indicator of True Salesforce1 adoption.  We have tons of tracking via Salesforce desktop, but to get it on a mobile device at a granular level is invaluable!

So, on the dashboard app, I ended up getting rid of the gauge components – they are great visually but who wants to maintain them?  Not me.  Next I went in and analyzed each report behind the components and found that all were looking at record count.  Record count is good for seeing how many times users are logging in, but I wanted to see how many users were actually logging in against the total number of active users.  To me, this gives a much better representation of adoption.

– For “Unique” logins I decided to keep 1 row to show the total record count of how many times users were accessing Salesforce1 and grouped by user.  The chart simply shows the total number of logins but you can go into the report to see the individuals who are logging in the most for those time periods.

– For “Login % by Role” I changed this to “# of Users Logged in by Role” and made it a donut chart so that I could see the number of Users and what Roles were more active by %.  In the actual report I created a formula field to count the # of Users vs the Record Count of their logins. (You can do the Total Users concept with any grouping, I used it with Roles and Profiles for now)

report formula field            total users pic

total users chart

– The Last and coolest part of the Dashboard is where I created the components showing the object records Created and Modified via Salesforce1.  This is where you will see how much Salesforce1 adoption you really have!

contacts created by

Once I added the “Created via SF1” and “Last  – Mod SF1” report charts, I could see what kind of Salesforce1 mobile adoption we really had.  The results were less than dismal.  BUT, this gave us an opportunity to really focus on driving mobile adoption.  We are still in the early stages of adoption but now that we have this tremendously insightful information, we can create a focused plan to drive the adoption, which is very exciting!

So, now its your turn to start analyzing your True Salesforce1 Adoption!

 

 And BTW here is a little something extra for you to use in your Salesforce1 Communications 🙂

GetSalesforce1 QR Code