Actionable Insights—Your Community Manager’s Dreams Come True

First, we brought you Insights reports. They helped your community managers monitor recent activity and locate the source of activity to take further action. Now we’ve finished what we started. Three cheers for truly actionable Insights! Insights now let you take action on your community activity directly from the report. Why is this improvement so awesome? Because instant gratification feels good.
Want to delete that spammer’s nasty post? Select the offending post, click Delete Post, and you’re done. But wait… you say that spammer left 20 nasty posts? Select them all and click Delete Post! You can select up to 100 rows at a time.
Screen capture of Insights report using actions on multiple rows.
We’ve created the following standard actions that you can use with your Insights reports:
  • Approve Post
  • Flag Post, Flag Comment, and Flag File
  • Unflag Post, Unflag Comment, Unflag File, and Unflag Private Message
  • Delete Post, Delete Comment, Delete File, and Delete Private Message
  • Freeze Member and Unfreeze Member
These actions are available in all orgs with Communities—you don’t have to install a package to get them. All you need is a report to use them with. But don’t worry, we’ve got you covered there, too!
Tip

Tip

Install the Salesforce Communities Management package available on the AppExchange shortly after the Summer ’16 release. This package provides preconfigured Insights reports that work with our preset actions.

If you previously installed the Salesforce Communities Management package, you see actions for the report.

Each Insights report has different actions. From the Insights report, click Gear icon for Settings to edit the actions assigned to the report. You can edit these actions at any time, but keep in mind that an Insights report must have at least one action.
Screen capture of page to edit Insights actions.

Actions that appear on the Insights report are displayed based on the data returned in the report. For example, if the report returns data about a user, the Freeze Member and Unfreeze Member actions are displayed. If the report stops returning data, actions aren’t removed. However, when you go to the Edit Insights Actions page, we let you know which actions are no longer appropriate. Actions that appear on the Edit Insights Actions page are all the available and appropriate actions for your report. This same logic is used to display custom actions.

So how do we make this magic happen? Visualforce pages drive Insights actions. Let’s look at the Freeze Member action as an example. This action appears when the report returns data about a user. Behind the scenes, a Visualforce page for this action links to the user object using a standard controller. When your report returns data about a user, all Visualforce pages related to the user object display in the list of available Insights actions.

To create your own custom action, use a Visualforce page. For example, you can create a custom action to delete all activity for a member. If a spammer attacks your community, use this custom action to remove all the spammer’s posts and comments with one click! Talk about power!