Question:
What fields display for the Product Metrics object when creating an Account View in CRM Online?
Answer:
When the user creates an Account View and selects Product Metrics object as the criteria, the Field drop-down is automatically populated with:
- All Detail Products - available product metrics
- All Detail Products related to a selected Detail Group: Product Name - Detail Group Name - available product metrics
- All Detail Topics related to a selected Detail Group: Topics Name - Detail Group Name - available product metrics
- All Detail Topics - available product metrics
Note: available product metrics means the product metrics that are defined in Metric Configuration records.
Noted:
- The product is based on My Setup. The Details Product, Detail Topic, and Detail Group need to be assigned to the user through My Setup.
- The list does not take into account product-specific metric configurations.
Related Documentation:
CRM Help Documentation: Displaying Product Metrics