Document Management & Sharing
Sharing Add-On
Analytics and Engagement Tracking
the analytics and engagement tracking feature in cloudfiles provides detailed insights into how recipients interact with shared files and folders these analytics help users track engagement, downloads, and viewing behavior directly within salesforce cloudfiles captures analytics for every shared link, and users can view them from the record page accessing analytics you can access analytics for any shared file or folder in two ways , depending on where the link is viewed 1\ from the doc man widget open the relevant record and navigate to the folder/file in the doc man widget click the dropdown arrow next to the item select view analytics 2\ from the doc sharing widget refer to manage links docid 4xgiosd d5w klk8pnnhk to add doc sharing widget into the record page in the shared links section on the record page, locate the shared link click the analytics icon (📈) both paths will open the analytics window which displays detailed engagement metrics for the selected file key metrics the analytics window displays several important engagement metrics total views the total number of times the shared link has been accessed unique views the number of distinct users who have viewed the file downloads total number of file downloads total time cumulative time viewers spent interacting with the file all metrics update automatically whenever a recipient views or downloads the file engagement details the file engagement section provides deeper visibility into user level interaction data, including location of the viewer (e g , region or state) email used to access the file time spent on the file number of sessions last viewed on date individual viewer insights clicking on any individual view entry opens a user specific engagement summary , displaying total time spent by that user total sessions downloads by that user a session wise breakdown of time spent last viewed date this helps identify how a specific user interacted with the document editing link settings from the same analytics screen, users can also click edit link settings to modify link status expiry settings security preferences download permissions analytics export users can click export analytics in the analytics window to download the engagement data for reporting or audit purposes