Card in Atrium: Custom Tasks & Events Card
The Custom Tasks & Events Card allows you to track either specific task or event types from Salesforce in your Atrium Instance! Once you map this card to track either events or tasks, this card will allow you to track how many completed tasks or events reps have performed in the timeframe shown.
Salesforce Fields Used to Display Data:
- Task records will show up if their mapped field for “date” is in the past and if they are marked “Completed”
- Event records will show up if their mapped field for “date” is in the past
(Learn more about how Atrium Actions & Objects work to calculate metrics.)
Setting Up This Card
In your Admin Tool, in the Custom Task & Event Mappings, you will first select whether you want to track the Task object or the Event object from SFDC. Next you can map the following fields:
- The "Object Type" field will allow you to choose if you want to map an Event or Task activity type.
- The “Credit” field will allow you to map the field that gives your reps credit for the task or event - this is the "Who" on this card. Common fields here will be "Assigned To" or "Created By"
- The “At Which Date” field will allow you to map the field that denotes the date the task or event occurred. Think of this as the "When". Common fields here will be "Due Date" or "Created On".
- The Task or Event “Identification” field will allow you to map the field that identifies the variety of Task or Event that you want to pull into Atrium
- For example, if you want to pull in any Task that has the “Type” Linkedin InMails, you would select the “Type” field for this mapping. In this example, it's a field called "Customer Success Play Type".
- The “Values” field will allow you to select the values from the above selected “Identification” field that you want to populate this card.
- In the previous example, this is where you would select “LinkedIn InMails” from the "Type" dropdown.
You can give this card a custom name so your team knows what is being tracked. For example "Social Touches" or "LinkedIn InMails"
Once the mapping is complete, you will see this card appear in your Atrium instance!
Fields Supported for Custom Tasks:
External Lookup Relationship
LinkedIn Sales Navigator Note: If you want to use Custom Tasks to track LinkedIn Tasks and are currently using the Sales Nav CRM integration that only updates subject lines, you will need a Workflow Rule in SFDC to update a Atrium supported filter field to use this card. Here is an article on how to create a Workflow Rule (link). If you need additional help or clarification, please contact your CSM or our Support team!
Why It's Important
Activity volume is an important precursor to sales performance and many teams are tracking additional activities in Salesforce to understand what reps are doing to be successful. This can include tasks like LinkedIn InMails, text messages, social touches, Demo calls, and many others. This new card will allow you to select which activities you want to see in Atrium so you can track which reps are successfully completing these tasks.
How to Use It
The Custom Tasks card can be used in the same Saved Views you use any of your Effort Metrics in Atrium (emails, calls, meetings, etc). This card will help give a more complete picture of the effort reps are putting into their prospecting and selling motions so you understand where they are spending their time and how well those efforts are working to deliver down-funnel outcomes.
Add this card to your Rise and Shine and Activity Dashboards and Alert Feeds to see how many of these activities reps are completing throughout the week.
Use this card in your Prospecting Outcomes Dashboards and Alert Feeds to see how top performers are diversifying their outreach efforts to be successful.
Set Goals for your reps to set an expectation for how many of these activities they should be completing throughout the week/month/quarter to hit their targets!
Why don't I see these custom tasks on the Accounts Touched or other "Touches" cards?
Custom tasks are not currently supported on the "touch" cards, so you will not see them on cards like Accounts Touched, Contacts Touched, etc. Many customers asked for this card to help track more specific types of Calls, Emails, or Meetings, so counting these as a "touch" would mean Atrium was double counting those tasks.
Here are some examples of how this might be set up:
A "Task" object where the "Identification" field is mapped to the "Type" field, mapped to "Customer Success Play", the "Credit" field is mapped to the "Created By" field, and the "At Which Date" field mapped to the "Created On" field.
An "Event" object where the "Identification" field is mapped to the "Type" field, mapped to "Customer Development Meeting", the "Credit" field is mapped to the "Assigned To" field, and the "At Which Date" field is mapped to the "Start Date" field.