Contents:

• Overview
• Purpose
• Building the Report
• Log Object Details
• Fields & Definitions
• Creating a custom Log Report Type
• Adding Fields to your Report Type Layout

 

Overview

The LeanData Partner Log custom object is used to store operational metrics and information regarding Routing and Tagging processing by LeanData. Much of the information used to populate LeanData Audit Logs for Routing is populated with data stored within the LeanData Partner Log object.

You can download the LeanData Reports Managed Package here:

https://appexchange.salesforce.com/appxListingDetail?listingId=02f027a4-5011-4c40-b9e9-8af704b7994d

Purpose

The LeanData Partner Log report serves as a baseline for routing metrics that may be useful for administrative and operations teams. This offers visibility into routing outcomes related to calls made to an external system for one of LeanData’s partner integrations. Note that each Partner Log ID indicates a separate callout.

 

Building the Report

Each Report is built on top of a custom Report Type that is created when you download the Reports Managed Package. The custom Report Types are not editable, however the Reports themselves are. If you would like to build your own reports utilizing different fields, our recommendation is to clone the Report Type and pull the additional fields/objects you would like to reference.

Note: If a Report Type is cloned, this report will not be automatically updated when new managed package versions are released. In order to upgrade existing reports that have been edited, you will need to uninstall the Reports Managed package, delete the Managed Package field(s), and reinstall the Reports Managed Package.

To clone the managed package report types for customization, navigate to Salesforce Setup > Report Types. Click the report type you would like to clone. Within the Report Type Setup page, you will see a "Clone" button to clone the report type.

To create a new custom report type, navigate to Setup > Report Types. Select the New Custom Report Type button. From here, select the primary object of the report, for example, LeanData Partner Logs. After selecting the primary object, you can then customize the layout of the report type, and add additional fields to the layout via Lookup. More guidance on creating report types can be found on the Object Reporting Guide.

 

Log Object Details

Report Name: LeanData Partner Log Report

Object(s): LD Partner Log

Description: The Log Object Report

The Log custom object (LeanData__LD_Partner_Log__c) is installed as part of the main LeanData managed package. This object is used to store much of the information used to populate the Audit Logs within LeanData Routing. This object stores relevant information about external calls made to integration partners, such as callout and response status, request body and success response, targeted object, etc.

This report type includes the managed package fields from the Partner Log object. This includes lookup fields to Account, Contact, Lead, Case, and Opportunity objects. The Partner Log object also has lookup relationships with the LeanData Log object.

Fields & Definitions

See table for the default fields included in the managed package report:

Field Name	Description
Node Name	(Text) Name of node that triggered the partner callout.
Action Type	(Text) Action node type that triggered the partner callout.
Error Responses	(Text) If callout errors, message displayed here.
Callout Status	(Text) Outcome of callout.
Method	(Text) Method of callout.
Lead/Contact/Account/Opportunity/Case Name	(Lookup) Displays name of routed record that resulted in partner callout.
LD Partner Log ID	(Text) Record ID of LeanData Log associated with the routing that produced the partner callout.
Created Date	(Date/Time) Date and time of callout.
Created By:	(Lookup(User)) User that triggered the callout.
Callout Duration (MS)	(Number) Time in milliseconds of the callout.
Callout History	(Text) JSON format of historical information for this callout record.
LD Partner Name	(Lookup(LD Partner)) Integration partner associated with the callout.
Processing Duration	(Number) Time in milliseconds for LeanData to process the record.
Request Body	(Text) JSON format of data sent to partner callout.
Success Response	(Text) JSON format of response from partner callout.
Total Duration (MS)	(Number) Total time in milliseconds for processing, callout, and response to be recorded.

 

Creating a custom Log Report Type

• Navigate to Salesforce Setup
• Search & select Report Types on the left sidebar
• Locate the "LeanData Partner Log Object" report type from the LeanData Reporting Managed Package
• Click the report type title
• In the report type overview page, click Clone

• Name the cloned report type and Save

Adding Fields to your Report Type Layout

Before creating your reports and dashboards, you can customized the fields available in Report Type Layout. By default, the LeanData Partner Log object comes with 42 fields specific to the callout action, and almost all fields are available by default. The Partner Log object is not related to other objects that provide additional fields for reporting, but can pull in record data via Lookup fields on the Account, Case, Lead, Opportunity, and Contact objects, as well as some relevant metadata.

• Under the Partner Log report type, click Edit Layout

• (Optional) Click Create New Section
  • This step is optional as it only helps with report/field organization
  • The number of sections is dependent on the number of objects you plan to use
• After creating sections, find the + Lookup Fields section on the right-top side.

• Select an object name, such as Lead, and pull in fields that will matter to your organization for reporting purposes. These fields are typically custom data points specific to your organization.

When you have finished adding fields from your different objects, click Save