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Managing custom object record services

Note: Opportunity, Oracle Sales Clouds Leads, and Purchase History custom objects are available for all trims. With a Basic trim, these custom objects can be used but you cannot create new ones. Full, unrestricted custom object capabilities are included in the Standard and Enterprise trims. Contact your account manager for additional information.

Custom object record services monitor the changes within a custom object. They run every 15 minutes and are used to automatically trigger one or more actions with your custom object records, such as sending them to a program.

To manage custom object record services:

  1. Navigate to Audience An image of the Audience icon, which is represented by a white silhouette of a person., then click Custom Objects.

  2. Open a custom object, or create a new one.

  3. Click Custom Object in the upper-right corner, then select Custom Object Record Services An image of the Custom Object Record Services icon..

    The Manage Services window opens. You have two types of services to which you can add processing steps (and their trigger criteria):

    • New Data: Execute actions on new custom object records that are added to the custom object. This service will only execute if a new record meets the criteria in the processing step(s).
    • Modified Data: Execute actions on currently existing custom object records that have been modified. This service will only execute if a modified record meets the criteria in the processing step(s).

    Note: A disabled service is signified by a black and white icon An image of the Disabled Service icon., and an active one by a colorized icon An image of the Custom Object Record Services icon..

  4. Click the drop-down arrow next to either service, and click Edit Service Actions.

    The Edit Service Actions window opens.

  5. Click Add Processing Steps.

    The Add Processing Step window opens.

  6. Select the A single processing step option, then select a processing step from the Step drop-down list.

    Selecting a step from the list will prompt a small description of what that step does.

  7. Click Add.

    A configuration window opens for the processing step that you have selected.

  8. Configure the processing step as per the required fields. Parameters will vary, depending on the selected step.

    Make sure to configure the This Processing Step Gets Executed options. You can select to the step to always act, or to act when certain conditions or criteria are met. Selecting the Never option allows you to disable the step without deleting it.

  9. Click Save and Close.
  10. Repeat steps 4 through 8 to add and configure as many processing steps as needed to either service.
  11. Return to the main menu for the custom object, and click Save.

    Important: After you've added steps to the record services, you need to return to the main page for the custom object and save before you will see options to enable those services.

  12. Click Custom Object in the upper-right corner, then select Custom Object Record Services An image of the Custom Object Record Services icon..
  13. Click the drop-down arrow to either service to which you've added steps, and then select one of three options:

    • Edit Service Actions: Continue adding, modifying, or deleting processing steps from the service.
    • Run Service: Instantly run the service to test it.
    • Enable Custom Object Record Service: Enable the service so that it carries out its processing step. There is a 15-minute wait until the first iteration of the service's function occurs.

      Note: The default Time Span for this Report is one day, so you may have to change this to view data in Reports that have not run recently.

  14. Click Close.
  15. Click Save.
  16. Once your services have been enabled for some time, you can view reports on those services:

    1. Click Custom Object in the upper-right corner, then select Custom Object Record Services An image of the Custom Object Record Services icon..
    2. Click Custom Object Record Services, then select one of the two options:

      • Custom Object Record Service History: Summary of all the changes that have been made to the services
      • Custom Object Record Service Run History: Summary of every instance the service has been run.
  17. Return to the main area for the custom object, and click Save when you are finished.

Related

Custom objects

Managing and editing custom objects

Sending linked custom object records to a program