Salesforce: Creating Salesforce Reports to Pull Simpplr Data

Simpplr is built on the Salesforce platform. Currently Simpplr's native analytics don't offer some metrics that customers commonly ask for; however, with a little Salesforce knowledge, you're able to get some important metrics from Salesforce that Simpplr currently doesn't offer. This article will walk you through the steps for creating a new report in Salesforce, adding report types, and some of the most common reports customers ask for. 

Use the table at the bottom of this article for the common report names, report types needed to run the report, and fields and filters required to be displayed in the report.

Note you will need System admin access in your Salesforce instance to create new report types and run some of these reports. We highly recommend having someone from your org who has experience in Salesforce help with creating these reports, as setting up report types and inputting data points to fetch can get a bit complicated. 

Table of Contents

Creating Reports

Report Names and Objects/Types Needed to Create Them

Creating Report Types

Creating Salesforce reports

Salesforce is a diverse tool, but for new users can be a bit complex. To get started running a report:

  1. From the Salesforce Lightning dashboard your Simpplr instance is built on, click the Reports tab, then New Report.
    SF_reports_1.gif
    1. If you don't have a Reports tab visible, click the square made up of dots icon at the top left, then View All > Reports.
      Get_to_SF_reports_2.gif
  2. From the New Report menu, type the name/label of the report type you're looking for. Refer to the table at the bottom of this article for the report type names. If you created a custom report in Report Types, the name you assigned will be what you search for here. Select the name of the report, then Start Report.
    SF_reports_3.gif
  3. Add the appropriate fields to the Columns section of your report. For example, in my Simpplr Site Roles report, I want to pull in the fields: User: Full Name, Site: Simpplr Site Name, Is Manager, Is Content Manager.
    SF_Reports_45.png
  4. Click the Filters tab, and in Show me, choose the value that begins with "All..." depending on the data. Set your Created Date parameters how you'd like, then click Run.
    SF_reports_5.png
    SF_Reports_6.png

 

Report Names and Objects/Types Needed to Create Them

Report Name/Description

Report Type (Objects Needed to Create the Report)

Fields to Input in Columns section

Filters

Simpplr Pages - Shows a list of all Simpplr content and content authors

‘Simpplr Content’ or ‘Simpplr Content with Primary Author’ if author details are also required.

  • Content Title

  • Author name

  • Published status

 

Simpplr Sites - Shows a list of all Simpplr sites and the dates they were created

Simpplr Sites

  • Simpplr Site: Simpplr site Name
  • Simpplr Site: Created Date

 

Simpplr People - Shows a list of all Simpplr users

Simpplr People

  • Is Deleted - This shows if the user has been deleted from Simpplr

 

Simpplr People Integrations - Shows a list of users who have or have not connected a certain integration to the Simpplr profile

Simpplr People Integrations

  • Integration Name
  • User: Full Name
  • Whether the user is connected or not

 

Simpplr Content - Shows a list of all Simpplr content (Pages, Events, Albums, Blog Posts) created over time

Simpplr Content

  • Title - Shows the title of the content
  • Type - Shows if content was Page, Event, Album or Blog Post
  • Text Intro - Body of the content

  • Text Main - Same as “Text Intro” but only used if it has more than 131072 characters

  • Text Main Continued - Used in case “Text Main” has more than 131072 characters

  • Total View Count

  • Unique View Count

For the Text Intro, Text Main, Text Main Continued filters, filtering and searching on these fields within Salesforce is limited. In order to filter/search the content, we recommend exporting the report and using Excel or Google Sheet to better sort data.

Simpplr Files - Shows a list of files that have been uploaded natively to Simpplr (does not include 3rd party file storage integrations like Google Drive or SharePoint

File and Content Report

  • Title

  • Size

  • Simpplr File: Created By

  • Simpplr file: Created Date

 

Simpplr Site Managers/ Content Managers - Shows a list of all Simpplr Site managers and Content managers, and they site(s) they manage

Simpplr Site with Simpplr Site Roles and People

  • User: Full Name
  • Site: Simpplr Site Name

  • Is Manager

  • Is Content Manager

Simpplr Site: Is Active - Filter your report to managers for only active sites
Is Manager (not equal to <blank) - This will filter your report to show only the managers and remove all members and followers of the site

Report of Users who have downloaded mobile app

Simpplr People

  • Simpplr People: People Name

  • Mobile Token: Android

  • Mobile Token: iOS

 

Simpplr Expertise - shows a list of Expertises added to Simpplr over time and how many users have the Expertises assigned

Simpplr Expertises

  • Display Name

  • User Count

 

Simpplr Site Owners - Shows a list of Simpplr site Owners

Group and Group Members (If this does not come up in the list, create a new report type with Group as the parent object and Group Members as the child object)

  • Name

  • Member: Full Name

Group Member: Role equals to Manager - Filter your report to managers for sites

Active Simpplr Users - Shows a list of all active Simpplr users

Users and People (If this does not come up in the list, create a new report type with User as the parent object and Simpplr People as the child object)

  • Simpplr People: People Name

  • Email

  • Title

Users: Active - Filter your report to show only active people or user data

 

Creating Report Types in Salesforce

What is a Report Type?

A report type defines which records and fields appear in your report.

If your required report type does not exist in the dropdown while creating a report (see previous section), you can follow these steps to create a custom report type:

Example: Creating a custom report type for ‘Active Simpplr Users’ report.

  1. From the Salesforce home page, navigate to Setup, then in the Quick Find box, type Report Types and click.
    New_report_type_1.gif
  2. Click New Custom Report Type and populate the fields as listed below (use the table at the bottom of this article to find the values you need for the specific report you're creating. What you see here is specific to the Active Users report we're creating for our example):
    1. Primary Object - Users
    2. Report Type Label - Users and Simpplr People
    3. Report Type Name will be auto-populated once you click on the next field
    4. Description - Users and Simpplr People
    5. Store in Category - Other Reports
    6. Deployment Status - Deployed
  3. Once your values are input, click Next.
    Report_types_2.png
  4. Click on Click to relate another object and select Simpplr People as the secondary object. Since the dropdown is a long list, you can type the text into the field to find the object more easily.
    report_type_3.gif
  5. Click Save to save the changes.

You'll now be able to see this custom report type while creating the reports.

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Comments

2 comments
  • Hi, Matthew!

    I can't figure out how to make the Site: Role list show me email addresses. I need to basically take one site membership and export it, then create and add it as an audience to another site. I can get the report to give me the names of the members, but I can't figure out how to add email ID to the column list. Can you help?

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  • Hi Linda. Unfortunately there's no easy way to do this. The Site roles report by itself does not offer email address values. You can cross reference the Site Roles report with a Simpplr Active User report (which will show email addresses). You'd need to export both reports, then use a VLOOKUP function in Excel to merge the data. 

    Let me know if this helps!

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