Salesforce Reporting

NOTE This task requires assistance from your eComm Specialist.

Learn all about Reports and Dashboards with Salesforce Lightning. You can build real-time charts to visualize key metrics such as email engagement and event attendance, although eComm primarily uses them to create audience Reports for communications sent through Marketing Cloud.

Changes to Reporting Data Dictionary

 

Templates

Affiliates

Alumni

Campaign

TIP Once on the Details tab of a Campaign, scroll down and select the custom link 'Campaign Report Upload for MC'. This converts the Campaign to a Report, where you simply modify the criteria to reflect the correct preference category.

Employees

Interests

Students

Unsubscribed

 

How did a single email perform?

REPORT TYPE | Email Send
DESCRIPTION |
EXAMPLE | https://cu.my.salesforce.com/00O1J000006HeoX
Insead view the single email send for full analytics: https://cu.my.salesforce.com/a20o00000014evt

How many emails has a recurring communication delivered to over time?

REPORT TYPE | Email Send
DESCRIPTION |
EXAMPLE | https://cu.my.salesforce.com/00O1J000006Hewl

How is my recurring email performing over time?

REPORT TYPE | Email Send
DESCRIPTION |
EXAMPLE | https://cu.my.salesforce.com/00O1J000006Heo3

Who is participating in my event?

REPORT TYPE | Campaign
DESCRIPTION |
EXAMPLE | https://cu.my.salesforce.com/00O1J000006Heom

Who didn't open yesterday's email from Marketing Cloud?

REPORT TYPE | IER
DESCRIPTION |
EXAMPLE | https://cu.my.salesforce.com/00O1J000006Hewg

Who didn't open any Marketing Cloud emails in 6 months?

REPORT TYPE | IER
DESCRIPTION |
EXAMPLE | Column E Link

What is the affiliation breakdown for people attending my events?

REPORT TYPE | Affiliation, cross-filter campaigns

DESCRIPTION |
EXAMPLE |

Naming conventions or parent/child campaigns are necessary when looking across multiple events

Who attended one of my events?

REPORT TYPE | Campaign

DESCRIPTION |
EXAMPLE | 

Note: Naming conventions will become key here.

Who attended 2+ events?

REPORT TYPE | Custom Report

DESCRIPTION |
EXAMPLE | Not possible today - request backlogged

 

What Salesforce reports have MECs created since launch?

REPORT TYPE | Reports
DESCRIPTION |
EXAMPLE | https://cu.my.salesforce.com/00O1J000006He9l

Did my user send an email without an UNSUB?

REPORT TYPE | Email Send
DESCRIPTION |
EXAMPLE | https://cu.my.salesforce.com/00O1J000006Hewq

Important Note

 

  • There isn't a field within Email Sends to determine if an email is commercial of transactional in nature. This means the 'Exclusion Report' might be blank although CAN-SPAM was NOT violated.
  • There isn't a field within Email Sends to determine if a Data Extension was used as an Exclusion. This means if a user emails University Email Addresses with Data Extensions, you can NOT report on their included and excluded data extensions.

Who is uploading contacts to Salesforce?

REPORT TYPE | Contacts & Accounts
DESCRIPTION |
EXAMPLE | https://cu.my.salesforce.com/00O1J000006He9g