Can I look at the number of posts and replies by segment or user role type. For example, I want to look at
Thank you.
+2We recently updated our Q&A Dashboard to allow for filtering on user role.
Ideally you would have custom roles for your customers / segments and employees. These roles can then be used in the dashboard to narrow down who is asking and answering questions.
Here is our KB article on the update:
+7To add to Alistair’s comment, the improvements have solved this same use case for me.
To do so, you need to bring your internal/external data into Insided as custom user roles. We have an automation that pushes account type from Salesforce to Insided.
Once you have that, the improvements to the Q&A dashboard are easy to use and quick for answering those questions.
Plus, you’ll have that data in exports and data feeds for similar analysis outside the Q&A dashboard.
Thank you
Question: Good to know that you can push accountant type into SFDC.
Can you push posts, replies, etc. into SFDC from Insided?
S
+7
Great. Thank you.
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