Engagements Intermediate Processing

After importing the input fields from the different sources and joining them together, the Engagement Analytics recipe filters out non-relevant or repeated records, creates calculated fields, and removes temporary fields required for calculations. You can access the recipe from the Data Manager Lightning app in your org. This enables you to view all the recipe nodes and see a preview of the data at each stage of the recipe using Salesforce's Data Prep feature. For more information about the Data Prep feature, see the Salesforce Help.

Warning:

We recommend that you never modify the Engagement Analytics recipe. This might cause dashboards, lenses, and other recipes to stop working. In addition, any changes that you make to a recipe are lost when you upgrade or reconfigure the app.

Filters

These are the main filter nodes in the Engagement Analytics recipe that relate to Engagements dataset.

Filter Nodes Related to the Engagements Dataset

Filter Node

Description
FFBC_Contract_FILTER Matches active billing contracts that are linked to an engagement record.
PSA_Project_FILTER Matches projects that are linked to an engagement record.
SCMC_SupplyChainManagementCore_FILTER

Matches sales order line items with the record type of "Drop Ship" or "Item" that are linked to a sales order whose status is not "Cancelled" and that is linked to an engagement record.

The Engagement Analytics recipe also filters out unused fields from the Billing Contracts, Project Reporting, and Supply Chain Management Core datasets to optimize the size of the final dataset. For a full list of fields available in the Engagements dataset, see Engagements Dataset Output Fields.

Calculated Fields

These are the fields calculated by the Engagement Analytics recipe.

Calculated Fields Created in the Engagements Dataset

Field Label

Field API Name

Description
Account Account

Name of the account related to the source record. This is set to:

  • Account Name for billing contract line items.
  • Project Account Name for projects.
  • Sales Order Account Name for sales order line items.
Company Company

Name of the company related to the source record. This is set to:

  • Company Name for billing contract line items.
  • Project Company Name for projects.
  • Blank value for sales order line items.
Cost ValueCost

Total cost amount of the source record. This is set to:

  • Zero for billing contract line items.
  • Project Total Costs for projects.
  • Sales Order Line Item Total Cost for sales order line items.
Cost Amortized ValueCostAmortized

Total cost amortized to date for the source record. This is set to:

  • Zero for billing contract line items.
  • Project Total Cost Amortized for projects. If the Project Total Cost Amortized field is not available in the Project Reporting dataset or it does not have a value for the project, this is set to Project Cost Amortized.
  • Sales Order Line Item Cost Amortized for sales order line items.
Note:

This value is only populated if Revenue Management is installed in your org and the relevant dataset contains the field used to set this value. Otherwise, this value is set to zero.
End Date EndDate

End date of the source record. This is set to:

  • Contract End Date for billing contract line items.
  • Project End Date for projects.
  • Last available Sales Order Line Item Current Promise date across all sales order line items linked to the same sales order. If Sales Order Line Item Current Promise is not defined for a line item, Sales Order Line Item Commitment Date is used for that sales order line item.
Invoiced ValueInvoiced

Total amount invoiced to the customer for the source record. This is set to:

  • Contract Line Item Total Billed for billing contract line items.
  • Project Invoiced Amount for projects.
  • Sales Order Line Item Total Billed Amount for sales order line items.
Margin ValueMargin

Total profit margin for the source record. This is:

  • Calculated as Invoiced - Cost for billing contract line items and projects.
  • Set to Sales Order Line Item Margin for sales order line items.
Projected Margin ValueProjectedMargin

Total projected profit margin for the source record. This is:

  • Calculated as Revenue - Cost for billing contract line items and projects.
  • Set to Sales Order Line Item Projected Margin for sales order line items.
Revenue ValueRevenue

Total revenue for the source record. This is set to:

  • Contract Line Item Total Contract Line Value for billing contract line items.
  • Project Bookings for projects.
  • Sales Order Line Item Extended Price for sales order line items.
Revenue Recognized ValueRevenueRecognized

Total revenue recognized to date for the source record. This is set to:

  • Contract Line Item Revenue Recognized for billing contract line items.
  • Project Total Revenue Recognized for projects. If the Project Total Revenue Recognized field is not available in the Project Reporting dataset or it does not have a value for the project, this is set to Project Revenue Recognized.
  • Sales Order Line Item Revenue Recognized for sales order line items.
Note:

This value is only populated if Revenue Management is installed in your org and the relevant dataset contains the field used to set this value. Otherwise, this value is set to zero.
Revenue Stream RevenueStream

Indicates where the engagement source record comes from. This is set to:

  • "Subscriptions" for billing contract line items.
  • "Services" for projects.
  • "Order Management" for sales order line items.
Source Currency ISO Code SourceCurrencyISOCode

Currency ISO code of the source record. This is set to:

  • Contract Currency ISO Code for billing contract line items.
  • Project Currency ISO Code for projects.
  • Sales Order Currency ISO Code for sales order line items.
Note:

This field is only available if your org is configured to support multiple currencies.
Source ID SourceId

Salesforce record ID of the source record. This is set to:

  • Contract ID for billing contract line items.
  • Project ID for projects.
  • Sales Order ID for sales order line items.
Source Name SourceName

Descriptive name of the source record. This is set to:

  • Contract Name for billing contract line items. When Contract Name is not defined for a line item, Contract Number is used instead.
  • Project Name for projects.
  • Sales Order Name for sales order line items. When Sales Order Name is not defined for a line item, Sales Order Number is used instead.
Source Number SourceNumber

Numeric identifier of the source record. This is an auto-number field on the originating object in Salesforce. This is set to:

  • Contract Number for billing contract line items.
  • Project Display ID for projects.
  • Sales Order Number for sales order line items.
Start Date StartDate

Start date of the source record. This is set to:

  • Contract Start Date for billing contract line items.
  • Project Start Date for projects.
  • Sales Order Approval Date for sales order line items. When Sales Order Approval Date is not defined for a sales order, Sales Order Date is used instead.
Timeline Revenue ValueTimelineRevenue

Total revenue of the header-level source record. This is set to:

  • Contract Total Contract Value for billing contract lines.
  • Project Bookings for projects.
  • Sales Order Total Value for sales order line items.
Note:

This field is not intended to be used in dashboards or lenses.