Who can do this?
Signal: Contact Tracking
Signal: New Hires & Promotions
Notes

Version 2.37 

Release Date: August 13, 2023

Summary:

In this version release, UserGems added some new apex scripts that just make some simple field updates in the background to help drive reporting around ROI and adoption. 

Components Released:

Apex Class: UserGemsResetActivities

  • One time reset of Number Of Activities counts on the UserGems object. This function will only be called once and fixes a previous bug.

Apex Class: UserGemsResetHadActivity

  • One time reset of HadActivity on the UserGems object. This function will only be called once and fixes a previous bug.

Apex Class: UserGemsSetActivities

  • This script runs daily to set the Number Of Activities (via Task/Event entries) on the UserGems record. The UserGems Dashboard shows charts to indicate job changes grouped by number of activities.

Apex Class: UserGemsSetHadActivity

  • For any new UserGems record, this script sets whether the Lead or Contact (if already existed) had an activity prior to adding the UserGems record. If a record existed already but didn't have activity, attribution for an opportunity will be associated with UserGems.

Apex Class: UserGemsSetUGsOnAccount

  • This script runs daily to evaluate how many job changers have landed at your various accounts and stamps this count into a custom account field.