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Hi everyone! I’m working on our Salesforce dashboard, which will ideally be our source of truth for community KPIs for internal stakeholders when it’s fully operational. 

At the minute, my immediate team is using it to track our KPIs every quarter. I’m finding it difficult to pull data from last quarter as there isn’t a date range filter I can use (eg. made a post between: 1st Jan and 31st March). The only filter that seems relevant is ‘Last Post Date” and it doesn’t work well in this circumstance. If I use ‘Last Post Date’ and use a relative “Last Quarter” date, it excludes the people who have posted since in the new quarter and doesn’t give me an accurate number. I can’t figure out a simple way to pull this data on Salesforce.

Has anyone dealt with this before? Thanks!

Yes, it’s possible. I have a ton of date range based reporting in my salesforce dashboard. 

The best part of the Salesforce integration is that it syncs a ton of community member activities (visits, topics, replies, likes) in addition to the community members. You need to build your reporting based on those activities, not on the fields in the Community Member (user) object. 

@DannyPancratz Can you give me an example of the filters you would use on SF to pull a report of everyone who posted on your community at least once between 1st Jan and 31st March? It would be super helpful, thanks!

@ruth.kenrick 

Sure, my Monthly Active Users report is an example. We define MAU as someone with at least 1 visit within the calendar month. 

For building the report, we’re using measuring Community Members with Activities as the thing to measure, not any attribute on the Community Member object (ex. Last Activity Date). 

Here’s how the report is built: 

(The filter for Aug 1, filters out our pre-launch testing activities)

I know from experience that you can adjust your filters for activity date to between two specific dates, if that’s what you need. But … if you’re just looking at who was active in the first quarter (Jan - March)

The report date setting is what does the monthly roll-up for us, and we use a copy of the same report to do our Quarterly Active Users, just adjusting the setting from Calendar Month to Quarter. 

 

In summary, we’re doing reporting on Community Member Activities, pulling in the name of the Community Member, then doing a Unique Count of Community Members with activities during that timeline. And grouping by Date. 

That allows us to aggregate and count unique Monthly Active Users with visualizations like line or column charts. 

 

Thanks! @DannyPancratz 

Does Community member activity in Salesforce also measure registrations as activity? I ask because when I created a filter for ‘last visit date’ greater than a certain date it gave. me one # - when I added another filter, ‘# Community activities’ to be greater than 1, is showed another number (12 less). 

I am trying to get the most accurate representation of Active Users and Active Accounts monthly and quarterly, have you found Salesforce to give you more accurate data?

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