Automation Reporting in SFDC
With automations that are running without human interference, it’s critical for businesses to see which work is actually getting done by their automation platform to ensure it’s ROI and efficiency. This can be achieved through automation reporting.
This use case and tutorial video shows how to generate a report that monitors both running and successfully completed automation flows.
When generating a customized report with Automation Hero there are many options; one of which is selecting the database of your choice using Hero_Flow’s 50+ built-in connectors. For this example, we will use Salesforce and its reporting capabilities. We’re able to connect with other data analytic tools as well.
For this use case, we will create a report that tracks the number of automation flows that were started and completed. This report is organized by day and hour, and shows the number of flows, how many flows were started and how many of them were processed successfully.
To create this report within Automation Hero platform, two branches will need to be created. One to write and record that a flow is processing and one at the end which will capture and record the success of a fully processed flow.
For the first branch, add the constant string function with the value ‘processing’. Then, add a sink to the Salesforce database. And lastly, map the fields, and the first sink is ready to write the flows which are processing.
For the second branch, pick the constant string function, add the field name, and add the value – in this case, it is “processed”. Then pick the Salesforce database as the sink and do the field mapping.