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Tracking Library Search Activities

You can track all activities related to the library search and log in to the User Activities object to generate reports.

To disable the library search activity tracking, your Salesforce system administrator must disable the Disable Library Search Activity Logging setting under Setup > Custom Settings > Loopio for Salesforce Config Setting.

To access the User Activity record, Click the App Launcher icon > search and select User Activities. The system also tracks the Origin and Channel information under the Details tab.

Refer to the following table to see the input and output examples for different types of Origin and Channel:

Application/Request Initiated From

Origin

Channel

Output

Salesforce - Library Search

Library Search Component

Salesforce

User Activity 1.png

Click to enlarge

Salesforce - View Question page Library Search

Library Search Project Component

Salesforce

User Activity 2.png

Click to enlarge

Salesforce - Review from Projects page Library Search

Library Search Review from Project Component

Salesforce

User Activity 3.png

Click to enlarge

Microsoft Office

Library Search from “Word/Excel/Powerpoint“ Addin

Microsoft Addin

User Activity 4.png

Click to enlarge

Chrome Extension

Library Search from “chrome;Windows” extension

Chrome Extension

User Activity 5.png

Click to enlarge

Loopio Apps

Slack/MS Teams

Loopio Apps

User Activity 6.png

Click to enlarge

The system will track all the applied Categories, Tags, and Custom Field filter information under the User Activity record > Details tab > Additional Details field.

Translation Activity

The system keeps track of the translation action performed from either the Browse Library page (without searching) or the Search Result page (with searching). This information is saved under User Activity > User Activity Result > User Activity Result Items object, with the Activity Type marked as either Browse Library or Search Library.

When you click the Translate button in the translate popup, a user activity record is created in the User Activity Result Items object with the selected From and To Language, and Action as Translate. After translating the response:

  • When you click the Copy button in the translate popup, the Count (number of copy operations) increases (for the user activity record created with the translate action) with each click.

  • When you partially copy the answer in the translate popup, a new user activity record is created in the User Activity Result Items object with the selected From and To Language, and Action as Partial Copy.

Search Result page:

Search Library Page - Translate Activity.gif

Click to enlarge

Browse Library page:

Translate Activity New.gif

Click to enlarge

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