The Ebsta Relationship Score can be measured between an individual team member and a specific Salesforce record. This provides greater insight into who is the most engaged with a Lead, Contact, Account, Opportunity or Custom Object and where, ultimately, the best relationships lie across the business.
Creation of an Ebsta Relationship Score Object requires Salesforce Administrator credentials.
Create an Ebsta Relationship Score Object in Salesforce
1. Click the Gear icon and click Setup.
2. Click Object Manager
3. Click Create and then Custom Object.
4. Add the following information and then click Save.
- Label = Ebsta Score
- Plural Label = Ebsta Scores
- Object Name = ebsta_Score_[ObjectName] (e.g. for a Account Object, it would be Ebsta_Score_Acc).
- Record Name = ScoreId
- Data Type = Auto Number
- Display Format = {0}
- Starting Number = 1
- Optional Features = Allow Reports [Checked]
5. Now click on the new Custom Object and then click Fields & Relationships.
6. Click New.
7. Select the Data Type as Master-Detail Relationship and click Next.
8. Select the appropriate Object for Related To from the dropdown list (e.g. If it's the Ebsta Score created for the Account Object, select Account) and then click Next.
9. Set the Field Label to the Object Name (e.g. if it's related to a Account Object, add Account) and click Next through to Save.
10. You'll now need to repeat steps 6-9 to create Custom Fields for the following:
Ebsta Score
- Data Type = Number
- Field Label = Ebsta Score
User Look-up
- Data Type = Look-up Relationship
- Related To = User
- Field Label = User
Object Owner Checkbox (Optional)
- Date Type = Formula
- Return Type = Checkbox
- Field Label = Record Owner
- Formula =IF( User__c == [ObjectName]__r.Owner.Id , true, false)
11. Ensure the Ebsta Reporting is enabled for the Custom Object. Refer to the following article for more information:
Enable Ebsta Reporting
12. Email support@ebsta.com and include the following information:
- Object Name(s)
- Field API Name(s)
Note: The Field API Name can be found by clicking Setup > Object Manager > Custom Object (Ebsta Score) > Fields & Relationships. The API Name is under the Field Name column.
We will contact you as soon as it is set up. Ebsta will then automatically update the fields on the Score Object against each appropriate Object once every 24 hours.
Note: You'll need to add the Ebsta Score to the Related List to view it alongside Salesforce records.
