Flowdometer Documentation

Introduction

Flowdometer Installation Instructions

Set which Standard objects to track

Set up Custom object Tracking

1. Add a Lookup, Populate it, & Customize your Report Type

Add a lookup

Populate your Lookup

Create a Custom Report Type

2. Add a Tracker

Create your Process

Point Your Process at your Object

Give your Process the Field to Listen to

Store the Data

Test it out!

Other Configuration Options

Set a goal

Set up Reporting

Introduction

Flowdometer automatically tracks your process in Salesforce. It can monitor any Object, and changes to any field, usually something named Status or Stage.

You’ll use Salesforce’s built in automation to tell Flowdometer which objects and fields to listen to. Don’t worry, it’s very easy to turn on tracking.

Flowdometer Installation Instructions

First, get Flowdometer installed into your org from the Appexchange.

Then, you need to tell Flowdometer which process to track.

Set which Standard objects to track

That’s it! You’re already able to use Flowdometer to track standard objects as they move through core processes. 

Many people choose to customize Flowdometer to track custom objects and processes. Read on for more information on that:

Set up Custom object Tracking

You may use a custom object for the process you want to track. Flowdometer does tracking out of custom objects of its own, so we’ll want to link your object from the tracking object, so you can report on both in one report. To do so, follow the steps below:

1. Add a Lookup, Populate it, & Customize your Report Type

Add a lookup

Populate your Lookup

Create a process builder, and call it “Flowdometer - Populate [your object name] Lookup on Flows”

Then choose Flow as your object, and “Only when a record is created”

Then name it and choose “conditions are met”

Then pick Flow > Tracked Object ID

Then specify it starts with a string, and choose the three letters at the beginning of the ID of the object you are tracking. These 3 digits are unique to your custom object, and all records of that object will have it. Alternatively, you could choose Tracked Object > Equal To > String > [name of your object]

Then choose as follows:

Pick the flow that triggered this process:

Pick a the lookup you made on the flow object, and set type to Formula and just choose the field with the object ID in it, then click “use this formula”

Save the Process Builder and click Activate to set it live.

Create a Custom Report Type

2. Add a Tracker

Follow the steps below to track your custom object over time as a field on it changes.

Configure your Flow

OR(

  ISNEW(),

  ISCHANGED({!$Record.APINameofYourField})

)

Next, Create a new node to call a subflow:

Choose Subflow and then Flowdometer - Flows and Steps for Tracked Object:

Store the Data

In your subflow node, for Set Input Values, populate the fields as follows (red indicates your value may be different than the example provided):

varCurrentFieldTracked

Write (plain text) the name of the field you are tracking

varCurrentFieldValue

Pick the field you are tracking, for example {!$Record.StageName}

varCurrentObjectID

Pick your current object’s “Record ID”. The value of this field should always be {!$Record.Id}

varNameofTrackedRecord

Pick your current object’s “Name” field, unless you are tracking Cases, which instead use “Case Number”. For example {!$Record.Name}

varTerminalStage

OPTIONAL - If you have a field that says whether we’re finished with the process on our record, use that in this field. For example, on opportunities, we have “Closed”, so we can use {!$Record.IsClosed}

varTrackedCustomObjectName

OPTIONAL - write the (plain text) name of the custom object you are tracking, for example, Project. Use this only when tracking a Custom Object.

varType

OPTIONAL - Type should be blank unless you plan on having different goal times for different Types of this object (ie: New Business vs Renewal Opportunities may expect different sales cycle times).

For example, if we’re separating out our New Business and Renewal Opportunities by Record Type, we’d use {!$Record.RecordType.Name}. If it was instead in the Type field, we’d instead use something like {!$Record.Type}.

Your subflow should end up looking something like this:

Then click the Save button in the top right, and after that click the Activate button:

Test it out!

Starting now, your team’s process will be tracked. Your dashboards will begin to populate with the data.

 

Other Configuration Options

Set up Reporting

Go to Report Types and Clone the Flowdometer Report Type. Add in any objects and fields you set up in Step 1 above.

Anything Else

We’re happy to walk you through what you’re trying to accomplish. Please set up a time with us here.

Set a goal

Next up, you may want to set an SLA or goal to compare it against. Please follow the Driveway guide below.

Download the Driveway chrome extension (no signup required) if you’d like this guide to be interactive, walking you through click by click in your own Salesforce account:

Driveway Chrome Extension

From Driveway.app

(guide below)

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