New Features and Enhancements in Engagement Analytics Summer 2023

The following new features have been introduced in the Summer 2023 release of Engagement Analytics.

If you are upgrading from a previous version, see Upgrading to Engagement Analytics Summer 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Enhancements to the Engagement Analytics Recipe

We have introduced several enhancements to the Engagement Analytics recipe to improve its performance.

We now use the Actuals Template ID field from the Project Reporting dataset to obtain the projects, milestones, timecard splits, expenses, and miscellaneous adjustments that have a revenue recognition template.

For the Deferred Revenue Reporting Transactions dataset, we now use the Project Exchange Rate field to obtain the recognized revenue in dual currency.

For more information, see Engagement Analytics Data Reference.

New Engagement Analytics App Template Permission Set

We have created a new permission set that enables you to create an Engagement Analytics app.

For more information, see Engagement Analytics Permission Sets.