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What Fields Display for the Product Metrics Object When Creating An Account View in CRM Online?

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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:

    1. All Detail Products - available product metrics 
    2. All Detail Products related to a selected Detail Group:
      3. Product Name - Detail Group Name - available product metrics
    3. All Detail Topics related to a selected Detail Group:
      4. Topics Name - Detail Group Name - available product metrics
    4. All Detail Topics - available product metrics

Note: available product metrics means the product metrics that are defined in Metric Configuration records.

product_metrics_new.png

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

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