Track Adoption with Reports

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Lightning Usage App

The Lightning Usage App is a new way to track adoption and usage of Lightning Experience, so you can monitor progress and make informed decisions. With insights like daily active users, the number of users switching to Salesforce Classic per day, and the most visited pages in Lightning Experience, you can better understand your users’ needs and focus on the issues that really matter.

And the best part? The app is free to all Salesforce customers and available right from Lightning Experience. Simply click the App Launcher icon in the navigation bar, type Usage in the search box, then click Lightning Usage App. In the app, click tabs in the ACTIVITY or USAGE sections on the left side of the page to view the associated data.

Learn more here 

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Optimizer Report

In conjunction with the Lightning Usage App, you can download the Optimizer Report to receive insight into how your brokerage is using features and receive suggestions to improve implementation of Rethink. Run reports from Rethink, and reports will be distributed to your inbox. 

Learn more from this video or learn how to run the report from this guide

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Adoption Dashboard

Install this free dashboard from the Salesforce AppExchange to begin tracking your team's adoption. First time installing a package from the Salesforce AppExchange? Start here before you install! 

 

Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about change management and tracking adoption.  

 

 

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