Templates & Reporting

Build and maintain Sales and Matrix Templates, and report on ARPEDIO assessment and matrix data in Salesforce.

Templates

• Understanding the Sales Assessment Template StructureHow Areas, Topics, Questions, and Focus Areas work together in a Sales Assessment template.
• How to Create Areas, Topics, and Questions in a Sales TemplateStep-by-step guide to building out the three levels of a Sales Template.
• How to Create Suggested Actions for a Sales TemplateConfigure Focus Areas, Actions, and the rules that trigger them.
• Flow for Multi-TemplatesBuild a Flow that recalculates the matrix when the multi-template picklist field changes.
• What Happens When You Change a Sales TemplateHow editing text, importance, or elements affects existing assessments.
• How to Set Up Default TemplatesImport a best practice template or start building one from scratch.
• How to Translate Templates to Another LanguageTranslate Matrix and Sales Templates using the built-in translation tool.
• How to Create an Assessment for Any ObjectConfiguration steps to enable ARPEDIO Assessments on any standard or custom object.

Reporting

• How to Enable Reporting on ARPEDIO Custom TemplatesSet up a Flow that makes Custom Template data reportable in Salesforce.
• How to Build a Report for ARPEDIO Custom TemplatesBuild a custom report type and report on Custom Template answers.
• Matrix Data Model — Create a ReportSet up and use a custom report type for the Matrix Package R.4.0.0+ data model.
• How to Show ARPEDIO Fields in a List ViewSurface assessment scores and matrix data in a Salesforce list view.