Enabling Product Metrics for Account Profiles
Product Metrics allows users to view an account's familiarity with a product based on custom metrics and thresholds. Users can view these metrics directly in Vault CRM, granting companies the flexibility to tailor metrics based on their own business needs. Product Metrics can be tailored by both account and user profiles, with full control over user visibility and edit permission using standard field permissions.
After business admins create Product Metrics and their associated metric configurations, the Product Metrics section on the Account Profile displays product-specific attributes for an account. Data captured by Product Metrics can be used in reports or queries. If users have permission to create or edit Account Views, they can filter Product Metrics by Detail Group in the Account View details page to view accounts meeting certain thresholds for a metric.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- Business Admin Users, End Users
Configuring Product Metrics for
Business Admin Users
To configure this feature:
-
Ensure Configuring the Product Catalog is complete.
-
Ensure Configuring Accounts is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select Objects.
-
Grant the following permissions:
Object Object Permission Object Types Fields Field Permission metric_configuration__v
CRED
metric_configuration__v
All Object Fields
Edit
product_metrics__v
CRED
product_metrics__v
All Object Fields
Edit
product_group__v R product_group__v All Object Fields
Edit
End Users
To configure this feature:
-
Ensure Configuring the Product Catalog is complete.
-
Ensure Configuring Accounts is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select Objects.
-
Grant the following permissions:
Object Object Permission Object Types Fields Field Permission metric_configuration__v
R
metric_configuration__v
All Object Fields
Read
product_metrics__v
CRE
product_metrics__v
All Object Fields
Edit
product_group__v R product_group__v All Object Fields
Read - Select Objects.
- Select account__v.
-
Grant view permission for the product_dashboard_section__v object control.
-
Navigate to Admin > Configuration > Objects.
-
Select account__v.
-
Select Layouts.
-
Select the appropriate layout.
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Add the product_dashboard_section__v app section to the layout.
-
Select Save.
-
Navigate to Business Admin > Objects.
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Select vmobile_object_configuration__v.
-
Enable the following VMOCs for mobile devices:
- product_metrics__v
- lookup field - account__v
- Where clause - WHERE account_v IN (SELECT id FROM account__vr)
- metric_configuration__v
- product_group__v
Using Product Metrics as
Business Admins
To remove products from displaying in product metrics:
- Navigate to Business Admin > Objects.
- Select product__v.
- Select the no_metrics__v check box for all product_catalog__v records you want available for detailing on the My Setup page, but do not want the product to display in the Ratings control.
- Select Save.
End Users
End users can access Product Metrics from the Sunrise bar to enter product-specific information pertaining to an account for company and competitor products visible in My Setup. Company products display in bold.
One product_metrics__v record is created for every account and product combination.
Five types of metrics are available, and each can be edited inline by selecting the metric in the table.
-
Box Picklist – Displays a colored indicator next to the picklist value. End users edit the value using a slider.
Box Picklists support a maximum of 10 values specified in the Product Metrics object. If you list more than 10 values, the metric does not display.
- Text Picklist – Displays a plain text value
- Number – Displays a number, currency, or percent. The user is presented with a keypad to enter the value.
- Arrows – Displays up, horizontal, and down arrow indicators in red, yellow, or green to illustrate a trend. The user is presented with a keypad to enter data.
- Check box – Displays a check box
Metrics for products and detail topics display in separate tables by detail group.
The Common group displays products and detail topics not associated to a detail group. Users can disable the display of specific groups by selecting the Edit button.
Removing a group also deletes the underlying data.
