Setting up your Salesforce custom object and table

To update your Salesforce Sales Cloud data through campaigning, you must first set up and configure your Salesforce table. You can then configure your channel in either Orbit or PeopleStage to begin campaigning.

This example shows how to create a custom Model table in Salesforce and set up a channel to push updates to these models for contacts within Salesforce Sales Cloud.

Prerequisites:

- Edit rights for PeopleStage or Orbit channel editor

- Salesforce Sales Cloud account

Create your custom object

To create your custom object:

  1. In Object Manager, create a new custom object in Salesforce Sales Cloud called Model.

    See Find Object Management Settings.

  2. In Salesforce classic:

    From Setup, enter Objects in the Quick Find box, then select Objects.

  3. In Salesforce Lightning Experience:

    From the top-right corner of any page in Setup, click Create > Custom Object.

    Note: For more detail, see Create a Custom Object.

This object will store model data linked to contacts.

When created, the Model object includes:

  • A standard Name field

  • Standard Created Date, Last Modified By, and Owner fields

You must now create the following custom fields:

  • A custom Score field (Numeric 10,2) to hold the model score

  • A custom Master-Detail field linking to a Contact record

Create the Score field

To create the Score field to hold the model score:

  1. Under Fields & Relationships, click New.

  2. Select the Number data type then click Next.

  3. Label the field Score.

  4. Change the Length to 10, and the decimal places to 2.

  5. Click Save.

Create the Contact field

To create a custom Master-Detail field linking to a Contact record:

  1. Under Fields & Relationships, click New.

  2. Select the Master-Detail Relationship data type then click Next.

  3. Expand the Related To dropdown and select Contact.

  4. Click Next > Save.

Create a match key

If you want to upsert (insert or update) records, you also need to define a unique identifier for each record — a match key. In this case, the match key should be based on a combination of the model name and the contact identifier.

To create the match key:

  1. As with the other custom fields, create a custom field with the Text data type.

  2. Name the field ExternalID.

  3. Set the length to 20.

  4. Tick the box next to External ID to mark it as the unique record identifier from an external system.

  5. Click Next > Save.

    At this point, your custom object Model__c should have the following fields:

    • Name (standard)

    • Contact__c (Master-Detail linking to Contact)

    • Score__c (Numeric 10,2)

    • ExternalID__c (Text, external unique identifier)

    You’ve now created your custom object. You can now create your Salesforce channel in Orbit or PeopleStage to start uploading data through a campaign journey.