Extract omni channel work item routing and acceptance timestamps for time analysis in Salesforce

using Coefficient excel Add-in (500k+ users)

Extract complete omni channel work item timestamps from Salesforce for detailed time analysis with capabilities that surpass native export limitations.

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Salesforce’snative export and reporting tools limit your access to complete timestamp data and don’t provide the granular analysis capabilities needed for comprehensive omni channel time analysis.

You’ll learn how to extract complete timestamp data and perform detailed time analysis that goes far beyond what standard Salesforce tools can provide.

Extract complete timestamp data for advanced analysis

CoefficientSalesforce’sexcels at extracting omni channel work item timestamps for detailed time analysis. This is exactly the type of data extraction challenge that Coefficient was designed to solve, offering capabilities that surpasslimitations.

How to make it work

Step 1. Import all relevant timestamp fields.

Use Coefficient’s “From Objects & Fields” method to import complete timestamp data including RouteDate, AcceptDate, CreatedDate, and any custom timestamp fields. Include associated agent, queue, and case information for comprehensive analysis context.

Step 2. Set up flexible data selection.

Configure custom SOQL queries for complex data needs or use dynamic filters to focus on specific time periods, agents, or work item types. This gives you precise control over which timestamp data to analyze.

Step 3. Schedule real-time extraction.

Set up automatic refreshes to maintain current timestamp data and access historical work item data for long-term trend analysis. This ensures your time analysis always reflects the most recent activity.

Step 4. Perform advanced time analysis.

Calculate routing-to-acceptance intervals with precision down to seconds, identify patterns in response times by agent or time of day, and create time-based performance dashboards with automatic updates using your spreadsheet’s full analytical capabilities.

Advanced analysis capabilities

This approach enables sophisticated time analysis:

  • Statistical analysis – calculate averages, percentiles, and standard deviations using spreadsheet functions
  • Pattern identification – spot trends in response times by various dimensions
  • Performance dashboards – create visual dashboards with automatic updates
  • Data integration – export calculated metrics back to Salesforce for integration with other systems

Get the granular analysis you need

Start extractingThis method provides much more comprehensive timestamp analysis capabilities than Salesforce’s standard tools, which often aggregate or limit timestamp data access.your complete timestamp data today.

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