The Rekener Account Control Center is able to import any Salesforce object, including custom objects. The objects that are downloaded by default, when you connect Salesforce to Rekener are:
Importing other Salesforce objects
1. Integrations page: To import another Salesforce object, go to Settings --> Integrations, click on the Actions button next to the Salesforce integration, and then click Manage Salesforce.
2. Add Salesforce Object: After you've clicked Manage Salesforce, you will see a list of the standard Salesforce objects that are in use in your Account Control Center instance, as well as any additional objects that you have imported. To add another object, click the Add Salesforce Object button.
3. Choose Object: After you click the Add Salesforce Object button, a menu will pop up that allows you to choose which object you would like to import. Select the object you want to import, and click the Add Object button. In this example, we are importing a custom object called "Service_Time__c", which is tracking customer service hours spent on each customer. The structure of this object that it is a child of Opportunities. One Opportunity may have many Service Time records associated with it.
4. Choose Object Type: After you've chosen your object, you will choose whether to import it as a Data Object or a Reference Object. Some objects can only be imported as Reference Objects, if they have no relationships that could attach them to accounts.
Data Objects join in some way to Accounts, and hold data that you would want to report on. In our example, Service Time is a Data Object because we will want to report on the number of customer service hours spent per customer.
Reference Objects describe your Data Objects, but don't join to accounts. An example of a Reference Object would be the RecordTypes object. Record Types describe your data objects (ie, a Record Type can give you more information about an account or opportunity), but you wouldn't create account-based metrics that summarize information about the Record Type object. Instead, you would use the Record Type object to filter data about your Data Objects (ie, count the number of Opportunities where Record Type = x).
Once you have chosen to import your object as a Data Object or Reference Object, click the Add Object buttton. We will import Service_Time__c as a Data Object.
5. Choose Join Order: After choosing which object to import, you can choose the fields used to join it to your account data, and the order in which they are used. Any fields on the imported object which are lookups to other objects that join to accounts, can be used in the Join Order. Additionally, website and email fields can be used to join records to accounts using domains. Rekener will automatically use these fields to join the object to your accounts. You can edit the order of these joins using the Edit Joins button. To edit the joins, simply move the fields you want to use into order of priority, with the highest priority at the top. This means that if there is data in the top field, Rekener will use that to join this object to accounts. If that is blank, Rekener will move to the next field on the list, and so on.
In our example, the only lookup field on the Service_Time__c object is the Opportunity__c field, which tracks the Opportunity that each Service Time record is associated with. So, Rekener will look at each Service Time record, look at the Opportunity it is associated with, and then look at the Account that the Opportunity is associated with, in order to join this object to accounts. Once you are satisfied with the join order of your object, click the Add Object button.
6. Sync Data: Now that you have indicated which object to import, you can run a data sync to pull down the data for that object, as well as refresh your other Salesforce data. This can be done by clicking the Sync data to Rekener now button at the bottom of the Integrations page. You will now be able to create metrics using the new Salesforce object you have imported.
Additionally, if you want to stop downloading data for this object in the future, you can turn the object Off in the Manage Salesforce panel. You can also change the mapping of objects that have more than one field that can be used to join them to accounts.