Salesforce Custom Tasks & Events Card (Custom "Activities" Card)

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Card in Atrium: Custom Tasks & Events Card

 

Overview

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! It typically takes a few hours for data to synch to start populating information. 

Once data has populated, Atrium will calculate standard anomaly types (Peer, Trend, Ramping, etc.), and also monitor any goals set on the Custom Activity card for relevant alerting. 

Fields Supported for Custom Tasks:

  • External Lookup Relationship

  • Lookup Relationship

  • Picklist

  • Text

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 Salesforce Flow (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!

 

Additional Details

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.  

Why don't I see these custom tasks when I search in the search bar?

Custom tasks are not currently set to show for teams that do not use the metrics and will show for the user in the card switcher, but not the metrics library.

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. 

Use Cases: 

Use Cases for Custom Activities Cards

These are just a few of the ways Atrium customers use custom activities cards to visualize and goal on various selling behavior.

  • Meeting Types: Often organizations have different varieties of meetings that they want to keep track of. These can be correlated to a sales methodology, or something else. For example "First Meeting" vs. "Economic Buyer Meeting" vs. "Proposal Review Meeting". 

  • Meaningful Interaction Types: Separate from meetings, often organizations will often model "Meaningful Interaction" types to indicate some sort of customer interaction of sort other than a meeting. 

  • Special "Plays": Sales organizations and CS organizations will often have "play" types that encapsulate a series of actions. 

  • Manual Emails: Some sales engagement tools allow you to differentiate between "automatic" and "manual" email sends via a special task indication. If your sales engagement tool doesn't support a special field, you can do automations to create populate a field as documented here.

  • Labor Actions: Organizations will often use the Salesforce Task object to model "labor" actions like filling out an RFP, etc. 

  • Web "Chats": Website chat software like Drift, Qualified, and Intercom will log these "chats" as various activity types in Salesforce, and thus can be have custom activity cards made for them. 

  • LinkedIn Activities: LinkedIn allows a number of actions from Sales Navigator to log to Salesforce as a variety of tasks types that can have custom activity cards created for them. 

  • Text Messages: Text messages - either sent from your sales engagement software or dedicated SMS software typically logs as Tasks and can have a custom activity card created for them. 

  • Slack Conversations: Often organizations will have Slack or Teams conversations with their customers or prospects via Direct Message or Shared Channels. Often customers will have those reps log those conversations as Task type = "Slack Conversation", which Atrium can then count.