Property Relation Mappings

Relation properties are only available for SalesForce

Sometimes, you want to build a goal on object X using a condition on object Y, or break down a KPI for object X by a field on object Y. This is when you use relation properties.

For example, when you want to build a goal on the CampaignMember object, but you want to datestamp it with the Campaign StartDate, or when you want to filter Opportunities by RecordType, which is a field on RecordType object.

You can build a relation property in two places in HockeyStack:

1. When building an Object Based goal (Definitions -> Goals -> New Goal)

   
2. In: Settings -> API & Integrations -> Salesforce -> Configure -> Property Relation Mappings -> Add Property

How to Build It

In today's example, we'll build a relation that will pull CreatedDate from the Campaign object to the CampaignMember object.

1. Pick an object to which you're pulling data. You can think of it as a destination object. For example, this might be an object you're trying to filter using a field from another object.

   

   For a goal, this will be the object that the goal is based on, and it's picked by default.

   
2. Pick the Relation key. This is the field by which we will identify the relation between the two objects. If you use Excel, think of it like VLOOKUP—we need to know which column acts as the key to match rows across the two objects. You will see a list of relation keys (fields), with the name of the object in brackets.

   

   In this example, we'll be using Campaign (Campaign).

3. After you pick the relation, you need to pick the source field—the one you want to transfer into the destination object. You can use the search feature if the list of available fields is lengthy.

   
4. Now the relation mapping is ready to be saved! Click Save in the top right corner

How to Use It

You can see the full list of relation properties created in your instance by going to Settings -> API & Integrations -> Salesforce -> Configure -> Property Relation Mappings.

The creation of a relation property affects each record from the destination object, which is why it is a time-consuming operation. It takes up to 48 hours for a relation mapping to be ready to use! Until then, the new property is included in the list in settings, but you will not be able to pull it to your definitions in HockeyStack.

When your property is ready to use, you'll see it under the "Action Properties" dropdown whenever you're trying to build a property or break down a report by it. Its displayed name will match what you see in Settings, under "Name in HockeyStack".

Troubleshooting

If it's been 48 hours since the creation of your relation field, and you're not seeing it in the Action Properties dropdown in HockeyStack, you need to refresh your cache.

• Go to Settings -> Reporting & Tracking -> Clear Account Cache

• Enter the domain and click "CLEAR".

After this operation, your relation field should be available in the Action Properties dropdown. If it's not, please let us know at [e-mail]. We're here to help!