How to Monitor Insight Reports

In addition to the Dashboard, the Insights tab is where you view the OC Activities Report and Login Report.

 

 

 

Activities Report

From the Activities Report, you can see who’s creating Outcome Chains (OCs), who’s editing OCs, who’s sharing OCs and so on. By default, the report will show data from the last 7 days.

 

To edit the date range, manually enter it here, and click “run” to update the report.

 

To export the report, select a file type from the drop down menu and click “Export”.

Login Activities Report

Now let’s take a look at the Login Activities Report. You can see who’s logging into the OC Application and how often they are logging in. By default, the report will show data from the last 30 days.

 

Salesforce Integration: Installation Instructions

Please find the installation instructions in the  PDF file below:

 

Outcome Chains Salesforce Integration

Salesforce Integration: What to Expect After Installation

Once you install the Outcome Chain’s Salesforce package, you’ll see 2 to 3 new tabs in Salesforce depending on your license type.

 

The user with the Builder or Player license will see the following tabs:

My Outcome Chains

Outcome Chains Templates  

 

The user with the Admin license will see the following tabs:

My Outcome Chains

Outcome Chains Templates

Outcome Chains Admin

 

My Outcome Chains

Under the My Outcome Chains tab, you will see a complete inventory of all of your OCs. From here you can click on the chain name to see the OC details.

 

 

Then you can also click on the URL to view the OC itself.

 

Outcome Chains Template

Under Outcome Chains Templates, you can view all of the OC templates published by your team. From here you can click on the template name to see the OC details.

 

Then you can also click on the URL to view the OC template.

 

Outcome Chains Admin

Under Outcome Chains Admin, you can perform admin duties like syncing Outcome Chains to Salesforce.

 

Opportunities

Under the Opportunities tab, you’ll be able to associate Outcome Chains to your opportunities.

 

First click on the opportunity:



 

Next, click on “Add Outcome Chain”:

 

Then enter a Chain name or hit “Search” to pull up a list of your OCs. Then add the OCs to your opportunity (click on one or more) and hit OK:

 

Finally, you will see that the Chains you’ve just added are in the Opportunity.

 

If you are interested in this integration, please check out instructions on how to install the Outcome Chains Salesforce package from the Help Center.

Templates: How to assign edit access

Allow other team members (Admins & Builders) to edit an OC template when they are not the owner.

From the Home Screen > Share the OC > Who has access > + Add Users > Enter Names or email addresses >ADD TO EDITOR LIST > Click “SAVE”

 

 

PIC