Creating Product-Specific Metric Configurations
Business admins can define metric configurations for a specific product, since a product's brand management teams may use different terminology for their metrics and for another product, for example, the names of the product's segments. This allows users to track unique targeted products, while also filtering out unnecessary metrics for a product.
After defining the product-specific metric configurations, only defined values display to users.
Who can use this feature?
- Business Admin Users - Browser, iPad
- Using Product-Specific Metric Configurations
- End Users - Browser, iPad Users
- Using Product-Specific Metric Configurations
- Users do not require an additional license
Configuring Product-Specific Metric Configurations for
Business Admin Users
To configure this feature for business admins:
- Ensure Configuring Product Metrics for Accounts is complete.
-
Grant the following permissions:
Object Object Permission Object Types Fields Field Permission metric_configuration__v
CRU
metric_configuration__v
- product__v
- available_values__v
Edit
End Users
To configure this feature for end users, ensure Configuring Product Metrics for Accounts is complete.
Using Product-Specific Metric Configurations as
Business Admin Users
To define metric configurations for a specific product:
- Navigate to the appropriate metric_configuration__v record.
- Populate the product__v field with the appropriate product.
-
Select Save.
Product-specific metric configurations are supported for text and box picklists.
Dependent Picklists
If a picklist dependency is defined on two product_metrics__v fields, for example, segment__v and selling_stage__v fields, the user must select a controlling value before selecting a dependent value. The dependent value is filtered in accordance with the dependency configuration. If available_values__v is also populated on the metric_configuration__v record, it is applied as a secondary filter.
Up to three levels of picklist dependency are supported. Picklist dependencies are only supported when both the controlling and dependent fields are picklists; dependencies in which the controlling field is a check box are not currently supported by this feature.
End Users
When end users view a product metric with a product-specific metric configuration, only the values entered in the available_values__v picklist display as available for filtering. All other metric values do not display.
