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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Salesforce’s native reporting provides limited insights into custom object adoption across users and roles. You can see record counts and basic usage, but calculating meaningful utilization rates requires cross-object analysis that standard reports simply can’t handle.
Here’s how to build comprehensive custom object utilization tracking that reveals exactly how different teams engage with your custom objects over time.
Track comprehensive custom object adoption using Coefficient
CoefficientSalesforceexcels at custom object utilization tracking through comprehensive data analysis capabilities. By importing from all custom objects simultaneously and combining with user data, you can create utilization insights that require complex SOQL queries or multiple reports in native.
How to make it work
Step 1. Import all custom object data with user information.
Create imports for each custom object including CreatedBy, LastModifiedBy, and CreatedDate fields. Also import User data with Role and Department information. This comprehensive data set enables utilization analysis that’s impossible with standard Salesforce reports.
Step 2. Calculate utilization rates by role and department.
Use Google Sheets pivot tables to calculate utilization rates using the formula: (Users creating records / Total users) by custom object. Create separate calculations for different roles and departments to identify adoption patterns across your organization.
Step 3. Track record creation velocity and patterns.
Calculate record creation velocity using formulas like =COUNTIFS(CreatedDate, “>=”&DATE(2024,1,1), CreatedBy, A2) to measure records per user per month. Identify seasonal usage patterns through time-based analysis and spot power users versus non-adopters.
Step 4. Measure data quality adoption.
Track custom field completion rates to indicate data quality adoption. Calculate the percentage of required fields completed and monitor related record usage to show workflow adoption across your custom objects.
Step 5. Set up automated monitoring and alerts.
Schedule regular refreshes to maintain current utilization data. Use Slack or email alerts to notify administrators when utilization rates drop below defined thresholds, enabling proactive adoption management.
Get the custom object insights you need
start trackingCustom object utilization rates reveal which features drive value and which need additional promotion or training. Stop struggling with Salesforce’s reporting limitations andcomprehensive utilization metrics today.
