When you install Advanced Reporting and Statistics, configure the connections that pull statistics from your NewVoiceMedia accounts.
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When you first install Advanced Reporting and Statistics, a page with post-install instructions will appear. You can configure Advanced Reporting and Statistics. If this page does not appear, or if you wish to configure the package later, perform the following tasks to access the instructions:
- Go to Setup in Salesforce.
- On the left-hand side of the Salesforce window, in the Quick Find field, type 'Installed Packages'.
- In the filtered list of items, click Installed Packages. Installed Packages appears.
Locate and click NVM Advanced Reporting. NVM Advanced Reporting (Managed) appears.
Alongside Post Install Instructions, click View.
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You need one or more channels to use Advanced Reporting and Statistics. Click Add Channel to create a channel for the NewVoiceMedia Account whose activity you'd like to collect. You will need to add a channel for each account.
Provide information in the following fields:
| Channel field | Description | Notes | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Name | The name of the channel. | This label must be unique among the channels you create in the Org and cannot contain the name of another channel. For example, you cannot create ChannelA1 if you have already created ChannelA. | ||||||||
| Description | A description of the channel. | Add any extra information about the Channel or Account you are using. | ||||||||
| Fetch Analytics | Checkbox | Fetch Analytics is only available if you have enabled Conversation Analyzer. If Conversation Analyzer is enabled for your account and you select the Fetch Analytics check box, Advanced Reporting and Statistics retrieves category matches, talk-time percentages, and confidence statistics for calls. For information about configuring Conversation Analyzer for your account, see Configuring Conversation Analyzer in Salesforce. | ||||||||
| Fetch Transcription | Checkbox | Fetch Transcript is only available if you have enabled Conversation Analyzer. If Conversation Analyzer is enabled for your account and you select the Fetch Transcript check box, Advanced Reporting and Statistics retrieves transcripts of calls. For information about configuring Conversation Analyzer for your account, see Configuring Conversation Analyzer in Salesforce. | ||||||||
| API | Version of the Stats API used to retrieve data from the NewVoiceMedia account. | Supported versions are 3 or 0. Default value is 0. Version 3 or above uses the new generation of NewVoiceMedia APIs which support an offset of 0 minutes. For information about the offset setting, see Offset. Version 3 or above also contains additional fields for reporting. | ||||||||
| Channel URL | The URL for your NewVoiceMedia account. | Examples: https://emea.api.newvoicemedia.com | ||||||||
| Client ID | Your OAuth Client ID for granting access to the NewVoiceMedia APIs. | For information about getting your client ID, see Configuring API credentials. In Scopes, select "View Insights Stats". | ||||||||
| Client Secret | The corresponding OAuth secret for your Client ID. | For information about getting your client secret, see Configuring API credentials. In Scopes, select "View Insights Stats". | ||||||||
| Timeout (ms) | The HTTP timeout in milliseconds applied for API calls to the Stats APIs. | We recommend using a timeout of 60000 ms. If API calls are timing out due to network latency, increase the timeout up to 99999 ms. | ||||||||
| The time after which agent and interaction data is retrieved from NewVoiceMedia. | For example, if you set Offset (mins) to 120, data is retrieved into Salesforce 2 hours after it was created. When using an API version of 3 or above, you can set Offset to zero. If you do so, Advanced Reporting and Statistics will retrieve data up to the present, including for events which are still ongoing.
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| Q'd? | Determines whether the channel is queued. When you queue a channel, the channel automatically retrieves data from the configured NewVoiceMedia account every 15 minutes. | To start collecting data for this channel, select the Q'd? checkbox. To stop collecting data for the channel, clear the Q'd? checkbox. |
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On installation, Flags is empty. You can use Flags to configure the following:
- Call recording analytics data. If the conversation analyzer feature is enabled for your account, you can configure Advanced Reporting and Statistics to retrieve call recording analytics data from NewVoiceMedia. For information about configuring which call recording analytics data Advanced Reporting and Statistics should retrieve from NewVoiceMedia, see Configuring Conversation Analyzer in Salesforce.
- Override the default page size for fetching interactions. The default and generally recommended value is 1000. Check with your account manager before using a different value. To set the page size to be 800, for example, include the following string in the Flags field: PMAX(800).
- Override the maximum time range fetched each cycle. The default and generally recommended value is 43200 seconds. Check with your account manager before using a different value. To limit the package to fetching up to an hour each transaction, for example, include the following string in the Flags field: TMAX(3600).
- Override the value in Interaction Type for inbound interactions. When Advanced Reporting and Statistics retrieves inbound interaction statistics, the value of Interaction Type is "Phone". To override this value with "Inbound Call" (to be consistent with previous versions), include the following string in Flags: FIXPHONE
Assignment of call summary ownership to agents. The following flags are available:
Flag Description OWNERNEVER Use this flag to never set the owner of a Call Summary or Agent Summary to the agent's Salesforce user. OWNERALL Sets the owner of a Call Summary or Agent Summary to the agent's Salesforce user, even if they are an inactive user. OWNERACTIVE Sets the owner of a Call Summary or Agent Summary to the agent's Salesforce user only if they are an active user. This is the default flag.
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- Go to Setup in Salesforce.
- On the left-hand side of the Salesforce window, in the Quick Find field, type 'Installed Packages'.
- In the filtered list of items, click Installed Packages. Installed Packages appears.
Locate and click NVM Advanced Reporting. NVM Advanced Reporting (Managed) appears.
Alongside Post Install Instructions, click View.
- Click Add Channel. A new channel appears below your existing channel or channels.
For information about the fields and values you must provide in your new channel, see 232992715Configuring Advanced Reporting and Statistics#Configuring Advanced Reporting and Statistics#Channels.
- Click Save All to save the new channel.
How do I add more regions or NewVoiceMedia accounts?
You can collect statistics from more than one NewVoiceMedia account. You might need to add accounts if you have a global organization with multiple NewVoiceMedia accounts in multiple regions. You can use one Advanced Reporting and Statistics installation for all your accounts.
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