Salesforce reports are powerful tools that allow you to extract valuable insights from your data. When dealing with WhatsApp message data, reports become essential for understanding communication trends, engagement levels, and other key metrics. With Salesforce reports, you can transform raw data into actionable information, enabling informed decision-making.
Before diving into report creation, it's crucial to understand the custom objects involved.
WhatsApp message object contains WhatsApp messages and related information.
WhatsApp user object captures details about the message senders. E.g. name, phone number
WhatsApp chat object contains information about WhatsApp chat. E.g. chat title, chat type (1:1 or group chat)
These objects establish relationships with Salesforce Contact and Lead, creating a comprehensive network of data. Familiarizing yourself with these objects ensures that you can leverage their data effectively in your reports.
This document serves as a step-by-step guide to help you create a report of how many messages are sent by contacts. This guide will walk you through the process of setting up custom report types, building meaningful reports, and extracting actionable insights from your data.
Setup custom report types
Navigate to Setup > Feature Settings > Analytics > Reports & Dashboards > Report Types
Click
New Custom Report Type.Define the Custom Report Type
Choose the primary object (e.g., Whatsapp users)
Fill out the label, name, and the other description field.
Click
Next
Define Report Records Set
Select Contacts as related object B
Select Messages as related object C
Click
Save
Building Reports
Navigate to the Reports tab and click
New Report.Choose your custom report type as the starting point. For this tutorial, choose
Messages Sent by Contacts.Click
Start ReportConfigure report filters. For this tutorial, choose
All whatsapp usersandAll TimeConfigure report fields
Select
Phonefrom WhatsApp users andFull Namefrom Contact as the group rowSelect
WhatsApp message IDfrom Messages as the column
Click
Add chartbutton on the topClick
Chart Propertiesbutton, which appears to be a gear icon on the right top of the chart.Modify the Y-Axis to
Full NameClick
Save & Run
Settings
Output
This guide teaches you how to use Salesforce reports to analyze WhatsApp message data. By creating custom report types, building reports, and customizing them to your specific needs, you can unlock valuable insights that drive informed decision-making. Salesforce reports help you turn raw information into actionable intelligence.