Adoption and Analytics5% of the exam
Site dashboards, reports and engagement insights
How to build Networks-based reports, map dashboards and Engagement Insights in Experience Workspaces, use the Salesforce Communities Management package, and respect the refresh and external-user limits on site dashboards.
Apply the steps to set up Experience dashboards and insights.
~8 min read · 5 practice questions ·
What the exam expects
- Pick the Networks custom report type (primary object plus child object) that answers a site-metrics question, such as public page views, posts and comments, or member logins.
- Set up a site dashboard: build it from Networks-based reports, share its folder with community managers, and map it in Experience Workspaces under Dashboards | Settings.
- Explain why a Network ID filter breaks a report that serves several sites.
- Choose Engagement Insights over dashboards when a manager must act on recent activity, and describe what the Salesforce Communities Management package installs.
- Apply the refresh rules and the limits on external users who view or build reports and dashboards.
Key terms:
- Networks object: the primary object for site report types; only reports based on it show site-specific data.
- Dashboard mapping: assigning a dashboard to a Workspaces Dashboards page or Home.
- Engagement Insights: action-oriented reports in Workspaces that let a manager act on selected rows.
- Salesforce Communities Management package: preconfigured dashboards and Insights from AppExchange.
- Role-based external users: external users with roles, such as Partner Community users.
Key facts
Site-specific reports
- Detail
- Only reports on Networks-based report types show per-site data
Network ID filter
- Detail
- Pins the report to one site wherever it is viewed
Public traffic
- Detail
- Networks > Network Public Usage Daily Metrics: page views and unique visitors
Auto refresh
- Detail
- Every 24 hours; Refresh for the latest data
External refresh limit
- Detail
- 1,000 a day per org for role-based external users; scheduled and automatic excluded; none for internal users
Insights mass actions
- Detail
- Up to 100 rows at a time; at least one action per report
Package Insights
- Detail
- Need Chatter in the site; moderation folder mappings removed only by uninstalling
External report builders
- Detail
- Enhanced sharing model; not high-volume licenses
Sources for this section (5)
- Track Site Activityhelp.salesforce.com (opens in a new tab)
- Enable and Map Dashboardshelp.salesforce.com (opens in a new tab)
- Considerations for Siteshelp.salesforce.com (opens in a new tab)
- Insights for Engagementhelp.salesforce.com (opens in a new tab)
- AppExchange Packageshelp.salesforce.com (opens in a new tab)
- Why does one Networks-based report show different numbers in each site's Workspaces?
- When should a community manager use Engagement Insights instead of a dashboard?
- Which two steps follow building the dashboard before managers see it in Workspaces?
- Which refreshes count toward the external users' daily limit?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Experience Cloud Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 37 lessons of the Experience Cloud Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (5 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams