Create custom report types so users can report on click-through rates on related
articles and questions. Salesforce Einstein suggests related articles and questions in
communities. Use the click-through rates reports to create content around the most accessed
articles and questions, empowering your customers to find the information they need.
Required Editions
| Available in: both Salesforce Classic and
Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
| User Permissions Needed |
| To create, update, and delete custom report types: |
Manage Custom Report Types |
As an admin, you can create custom report types so users can analyze which
related articles and questions are most clicked in a community.
To create a folder of reports for your users:
-
Create a custom report type using Related Content Metrics as the primary object.
-
Create a public folder for related content metric reports. This step requires the Manage
Public Reports permission.
-
Using your custom report type, create one or more new custom reports. For example, you can
make specific reports on related questions click-through rates and related articles
click-through rates. Assign the reports to the new reports folder you created.
After completing these steps, a folder of related content metrics reports is
available to your users on the Reports home page.
