AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Knowledge Dashboard Pack for CRM Analytics

Report on KPIs for Lightning Knowledge

Overview

Get insights on how to serve your customers the right content at the right time with Knowledge dashboards. Measure your Knowledge ROI and learn how Knowledge boosts efficiency and saves your company money.

1 of 4

  • Track key KPIs, such as which cases were closed with an attached knowledge article

  • See how Knowledge impacts your time to close and reduces your operational costs

  • Identify your top Knowledge contributors

Warning: For now, the use of this pack requires at least one CRM Analytics license. If you don't have the "Analytics View Only" license in your org, please assign your users a CRMA license instead. -- With the Knowledge Analytics Dashboards package, you can identify: - Top rated and viewed articles - Top search entries and knowledge gaps - Top article contributors - Linked article trends Before you get started, set up Lightning Knowledge. To use the dashboards, you need one of the following: - Knowledge licenses in your production org. Contact your account executive for help. - A Developer edition of Salesforce. - A trial edition of Salesforce. The Knowledge Analytics Dashboards package is built for CRM Analytics. Users with Lightning Knowledge can view the dashboards in Service Cloud. To edit the dashboards or create new ones, you need a CRM Analytics license.

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

More from Salesforce Labs

  • Quick Add Junction Records
    by Salesforce Labs
    Users can add multiple records in one go to any Junction object with this component given that there is a junction object connecting two objects with a Master-detail relationship.
    Admin & Developer Tools

  • Einstein Intent Assessor
    by Salesforce Labs
    This Einstein Analytics template helps you visualize the accuracy of you Einstein Language Intent Models. You can quickly identify specific labels and utterances your model is struggling to classify.
    Admin & Developer Tools

  • Multi-Org Security Summary
    by Salesforce Labs
    Analyze and manage security across all of your Salesforce Orgs. Multi-Org Security Summary gives you the ability to manage and support security settings across multiple environments natively on Salesforce.
    IT Management

  • Recruiting Manager
    by Salesforce Labs
    Recruiting Manager for AppExchange offers a structured, consolidated way to track and manage the recruiting process, so organizations have easy access to information about openings, applicants, candidates, and hiring goals.
    Human Resources

  • Analytics Adoption Metadata
    by Salesforce Labs
    Analytics assets linkage Dataset metadata Row counts in datasets
    Analytics

  • Charity Commission Search
    by Salesforce Labs
    A simple flow to allow users to query the Charity Commission API and update their Account details with information found there. In addition a hyperlink on Account will then that the user to the relevant page on the Charity Commissions website.

  • Procurement
    by Salesforce Labs
    Procurement for AppExchange enables companies to standardize purchase requests, streamline purchasing processes, and gather data to support requests for preferred pricing from vendors.
    Finance

  • Checklist Manager
    by Salesforce Labs
    Checklist manager is a lightning component which is used to show a checklist (to-do list) of action items on any object record page.
    Feeds

  • Marketing Cloud Engagement Journeys for Salesforce
    by Salesforce Labs
    View the journey a contact, lead, case, or account is in, directly from Marketing Cloud Engagement. Give visibility to your entire company on how your customers are being contacted and make the right decision at the right time
    Marketing

  • Issue Box
    by Salesforce Labs
    Issue Box allows users to report issues along with critical session details. The user will add additional details about the error and, once saved, a Chatter alert will be sent to the admin.