Common Features

The Sentinel Pulse interface displays the following information and features across all the dashboards.

Account Name and Product Name Filters

There are filters available on each screen of the Sentinel Pulse app, including Home Page and Accounts Page. However, the fields and values may be different based on the screen you are at.

When you add filter criteria, you need to specify:

>The operator

>The filter value

Filter Operators

Operators	Description
Equals	Returns an exact match. For example, entering Configurator returns only the records that exactly match that product name.
Does Not Equal	Returns records that do not match the value you enter. For example, entering 3D Printo returns all product records except 3D Printo.
Contains	Returns records that include the text you enter, even if the text is part of a longer name. For example, entering Print returns 3D Printo.
Does Not Contain	Returns records that do not include the text you enter. For example, entering Services excludes Development Services and returns all other product records.
Starts With	Returns records that begin with the text you enter. For example, entering Tool returns Tool Pick.
Does Not Start With	Returns records that do not begin with the text you enter. For example, entering 3 D excludes 3D Printo.
Ends With	Returns records that end with the text you enter. For example, entering Credits returns Training Credits.
Does Not End With	Returns records that do not end with the text you enter. For example, entering Chat excludes AutoChat.
Is Null	Returns records where the field is blank. For example, you can use this operator to find accounts that do not have an assigned product.
Is Not Null	Returns records where the field contains a value. For example, you can use this operator to find all accounts that have at least one assigned product.

To filter the data:

1.Select Product Name or Account Name.

2.Select an operator.

3.Enter a value to match the criteria.

For example, in Account Name, select the filter operator as Contains and type point as illustrated in the following image.

NOTE These filters work as AND not OR, so you must ensure that you are applying the required filters.

The following image illustrates the filtering results,

Setting Notifications

You can set and receive notifications when a specified data point changes in the Product Engagement dashboard. When the notification is set for a data point and the event occurs, an email notification is sent to the email associated with your Salesforce account. The email notification is also available from the Salesforce notification area on the top-right of the page.

To set notifications, follow these steps:

4.Click the down arrow in the top-right corner of the dashboard, and select Set Notification.

5.Enter the required information to set a new notification to be sent to the selected recipients.

6.Click Save.