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Create Salesforce Reports
Gin Lin avatar
Written by Gin Lin
Updated over 8 months ago

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

  1. Navigate to Setup > Feature Settings > Analytics > Reports & Dashboards > Report Types

  2. Click New Custom Report Type.

  3. Define the Custom Report Type

    1. Choose the primary object (e.g., Whatsapp users)

    2. Fill out the label, name, and the other description field.

    3. Click Next

  4. Define Report Records Set

    1. Select Contacts as related object B

    2. Select Messages as related object C

    3. Click Save

Building Reports

  1. Navigate to the Reports tab and click New Report.

  2. Choose your custom report type as the starting point. For this tutorial, choose Messages Sent by Contacts.

  3. Click Start Report

  4. Configure report filters. For this tutorial, choose All whatsapp users and All Time

  5. Configure report fields

    1. Select Phone from WhatsApp users and Full Name from Contact as the group row

    2. Select WhatsApp message ID from Messages as the column

  6. Click Add chart button on the top

  7. Click Chart Properties button, which appears to be a gear icon on the right top of the chart.

  8. Modify the Y-Axis to Full Name

  9. Click Save & Run

Settings

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.

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