I’d love to get a thread going on gaps that people have found with the Salesforce integration and the workaround solutions that people have created (or not found a workaround for and could use some help). Here are a few that I’ve encountered:
- Community Members who are not Salesforce Contacts - how are other community teams tracking and reporting on community members who are not existing Contacts in Salesforce? This essentially means that Salesforce won’t have comprehensive wholistic reporting. It’s not a report for community activity, just the community that’s in Salesforce as Contacts already.
- Historicals - From the original inSided help article, “If a Contact is subsequently found for a Community Member, then we’ll link the Contact on the next data sync interval → however, historical data (community member activities) will not be sent for this Community Member to Salesforce.” - does anyone actually go to put this historical information into inSided? Again, not including historicals leads to an incomplete reporting picture in Salesforce.
- Ideation Reports & Visualizations by Account - We do a lot of idea roadmap prioritizing based on Account. So Ideas and number of votes by Account, as well as, by Account, what ideas have been submitted. I’m not sure if these are in the unmanaged package with Ideation, but we weren’t able to use this package because we encountered the currency issue.