Engagement Analytics Data Reference

Warning:

Modifying the Engagement Analytics recipes might result in loss of functionality. Contact your administrator before using the data manager tool.

The Engagement Analytics recipe generates the Engagements dataset. The Engagements dataset pulls in data from existing Financial Analytics and PS Cloud Core Analytics apps, joins it together, and extends it.

If your Salesforce org is configured to support multiple currencies, the Engagement Analytics dataflow also generates the Currencies dataset. This dataset pulls in the currencies configured in your org.

Warning:

You must ensure that the Engagement Analytics recipe runs after the Financial Analytics and the PS Cloud Core Analytics dataflows. Otherwise, the data might not refresh properly.

The Deferred Revenue Reporting recipe generates the following datasets:

  • Deferred Revenue Reporting Billings
  • Deferred Revenue Reporting Transactions
  • Time Periods

The images below represents a simplified schema of the general flow of the data for the datasets. For a full view of the Engagement Analytics and its nodes, use the data manager tool in Analytics Studio. Click any element of the image to open its detailed information page.

FinancialForce Engagement Analytics Recipe

Engagements

Currencies

FinancialForce Deferred Revenue Reporting Recipe

Deferred Revenue Reporting Billings

Deferred Revenue Reporting Transactions

Time Periods