Release Notes: Account Control Center 2017.09.28 Release
Introducing the Rekener Account Control Center Custom Data Source API
Import Any Salesforce Object
You can now bring data from any Salesforce object into the Account Control Center including custom objects. Users can define joining logic between Salesforce objects and their accounts. Read the Rekener Knowledge Base article about importing other Salesforce objects.
Drill Down Into Any Object
Now you can see the source records of any object, from any system, by clicking on the value of a metric. For instance, if you are looking at the metric that tracks the number of Zendesk tickets with a status of Open, you can now click on the number of tickets to drill down and see the details of each of those open tickets, without leaving the Account Control Center. Read the Rekener Knowledge Base article for details on how to drill into source data.
Push to Campaign Improvements
We’ve updated the Push to Campaign feature to use the Salesforce Bulk API to create Campaign Member records in Salesforce. This means that your leads and contacts will get added to campaigns much more quickly. We also removed the 2,000 record limit so you can now push up to 10,000 records into Salesforce campaigns at a time. Read more about pushing leads and contacts to Salesforce.
Contact me if you have any questions about this new release.
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Greg is COO and Co-Founder at Rekener. Greg’s entire career has been focused on using BizOps to grow recurring revenue businesses. Before joining Rekener, he served as VP of Operations at ZeroTurnaround, where he built its BizOps practice and team. He did the same for the AVOKE call center analytics business, a SaaS company within BBN Technologies. He got his start in BizOps for recurring revenue businesses while at AppNeta.
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