4.19, 4.20. Reporting > Summary Fields, > Generate Data
Summary Fields
Use of Summary Fields is another feature available to MME customers that upload to the MME Email Message custom object. As a reminder, this means emails are not logging in the native Salesforce timeline but in the MME Email timeline added to the object page layout. If uploading is set to Enhanced Email, then native Salesforce reporting can access that data in its Task form or as a Salesforce Email Message object. Uploading to the MME custom object puts the email data in a separate location. It is still accessible for reporting, but it may require the use of custom report types that would, for example, report on data with Contacts as the Primary object and [MME] Email Messages as the Secondary object.
MME can provide to customers a separate reporting package they can install into their Salesforce instance. Summary fields come with that package and are available for use on five standard objects – Lead, Contacts, Accounts, Opportunities and Cases. Examples of summary fields are Last Email Sent Date, First Email (any direction), or Last Email subject. In this location in package configuration, code is provided for deployment. By marking the code as Active, when MME syncs an email message and uploads to the MME custom object, the summary fields indicated in this box are updated accordingly. For Users with custom objects, it is also possible to create rules that result in our app updating custom fields with this same type of data.
Admins will find the documentation for deploying summary fields provided by MME will recommend the list is reduced to just the fields that are needed. This is important for an efficient batch process. Customers that run into batch process errors may be advised by the MME support team to analyze and reduce, where possible, the list of summary fields that are being calculated. For example, if a company does not use Cases in Salesforce, the summary fields for Case should be removed from the code so MME does not take up valuable processing time when it isn’t necessary.
Summary fields can be used in several ways. They can be displayed as a field on record detail simply to make information visible when viewing a record. They can be used as filters or fields in List Views and Reports to customize what data is presented. For example, it is possible to generate a list of Contacts that have not received an email in the last month. Summary fields can also be used in formulas to compare and evaluate dates to further customize presentation of data.
Generate Data
This feature is provided for MME customers that upload to the MME custom object but may not have decided to immediately also use the MME Reporting package. It works in conjunction with the Summary Fields option. Once the install and configure the package and summary fields, using the Generate Data feature will start a batch process in Salesforce. This batch will run in the background and populate the newly deployed summary fields with data accurate to email messages that have been uploaded previously. Depending on how long a customer has been using MME prior to using the Report Package, and how much data has been synced, the batch may take a while to run. Once complete, an email from Salesforce will indicate the batch process is complete.
Similar to the mention in the Summary Fields section above about efficient batch processes, customers may be advised to reduce the batch size if they receive notifications about failed batches. This can occur if there is a long list of summary fields to be calculated and substantial amount of matched emails by MME. MME support staff should be contacted for information about the MME Reporting package and for assistance with summary fields and batch processes.
