including custom objects, fields, components, and how they enhance your CRM workflows and reporting capabilities.
๐งฑ Custom Objects
What Are Custom Objects?
A Custom Object in Salesforce is a data table used to store information not covered by standard objects (like Account, Contact, or Opportunity). It helps model business-specific data and processes that are critical to your operations.
The Aligned package includes two custom objects, which form the backbone of our reporting and integration capabilities:
1. Aligned Room
API Name: AlignedPkg__Aligned_Room__c
Relationship: 1 Aligned Room record per Salesforce object (Account, Lead, or Opportunity)
Field Name | Field Type | Description |
Account | Lookup (Account) | Links the room to an Account |
Active Room | Checkbox | Indicates if the room is currently active |
Aligned Room Name | Text (80) | Name of the Aligned Room |
Created At | Date | Creation date of the room |
Created By | Lookup (User) | User who created the record |
Last Modified By | Lookup (User) | User who last modified the record |
Last Room Visit | Date | Last recorded visit to the room |
Lead | Lookup (Lead) | Links the room to a Lead |
Opportunity | Lookup (Opportunity) | Links the room to an Opportunity |
Owner | Lookup (User, Group) | Record owner |
Room ID | Text (245) | Unique Room identifier |
Room Owner Email | Text (245) | Email of the user who owns the room |
Room Trend | Text (245) | Summarized activity trend |
Room URL | URL (255) | Direct link to the room |
Total AI Chats | Number (18, 0) | Count of AI interactions in the room |
Total Comments | Number (18, 0) | Total comments made in the room |
Total Interactions | Number (18, 0) | Sum of meaningful engagement events |
Total Room Visits | Number (18, 0) | Number of unique room visits |
Total Time Spent | Text (245) | Aggregated session time (text format) |
Total Time Spent Deprecated | Number (18, 0) | Previous version of time spent field |
Total Visitors | Number (18, 0) | Number of unique visitors |
2. Aligned Activity
API Name: AlignedPkg__Aligned_Activity__c
Relationship: Multiple activities can be linked to a single Aligned Room
Field Name | Field Type | Description |
Activity Date | Date | Date when the activity occurred |
Aligned Activity Name | Text (80) | Describes the event (e.g., "Viewed tab") |
Aligned Room | Lookup (Aligned Room) | Links to the related Aligned Room |
Client Engagement | Text (245) | Describes the user action in detail |
Created By | Lookup (User) | User who created the record |
Last Modified By | Lookup (User) | Last user to modify the record |
Owner | Lookup (User, Group) | Record owner |
Room ID | Text (245) | Reference ID of the room |
Room URL | URL (255) | Link to the room |
Visitor Email | Text (245) | Visitorโs email address or โSomeoneโ |
Visitor ID | Text (245) | Unique visitor identifier |
Visitor Name | Text (245) | Visitorโs name or โAnonymousโ |
๐งฉ Custom Components on Standard Objects
Enriched Standard Objects
The package enhances Account, Lead, and Opportunity objects with custom fields and a button for seamless integration with the Aligned platform.
๐น Custom Field: Aligned Room
Field Name | Field Type | Description |
Aligned Room | URL (255) | Link to the associated Aligned Room |
๐น Custom Button: Create Aligned Room
Label | Type | Description |
Create Aligned Room | Detail Page Button | Opens a new tab in Aligned and initiates the room creation flow, automatically connecting it to the Salesforce record. |
๐ค Contact Object Enhancements
The Contact object in Salesforce stores details about individual people, typically related to an Account. In the context of the Aligned integration:
If a visitor is identifiable by email and does not already exist in Salesforce, a new Contact is created automatically and linked to the appropriate Account.
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๐น Custom Field on Contact
Field Name | Field Type | Description |
Aligned Contact Source | Picklist | Default is empty; set to "Aligned Room" for integration-created contacts |
๐ Custom Report Types
Custom Report Types in Salesforce allow you to predefine the relationships between objects and control which fields are available for reporting. This enables users to create meaningful reports based on integrated data, without requiring complex joins or development.
The Aligned <> Salesforce package includes custom report types to simplify analysis of rooms, activities, and engagement linked to core CRM objects like Accounts.
๐ Accounts with Aligned Rooms
This custom report type lets you generate reports that display Accounts with one or more related Aligned Room records. Itโs useful for understanding customer engagement across the organization.
Details
Attribute | Value |
Display Label | Accounts with Aligned Rooms |
API Name | Accounts_with_Aligned_Rooms |
Namespace Prefix | AlignedPkg |
Description | Accounts with Aligned Rooms |
Store in Category | Accounts |
Source Object
Primary Object: Account
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Included Fields
Accounts: 60 fields available
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โAligned Room: 24 fields available
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Object Relationships
This report type includes:
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โAccounts (A)
โ โ with at least one related record from
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โAligned Room (B)
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โ Use Cases
View which Accounts have active or inactive Aligned Rooms
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โReport on engagement metrics (Total Visitors, Total Time Spent, etc.) per Account
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โIdentify top-performing rooms by Account ownership
๐ Leads with Aligned Rooms
This custom report type lets you generate reports that display Leads with one or more related Aligned Room records. Itโs useful for understanding customer engagement across the organization.
Details
Attribute | Value |
Display Label | Leads with Aligned Rooms |
API Name | Leads_with_Aligned_Rooms |
Namespace Prefix | AlignedPkg |
Description | Leads with Aligned Rooms |
Store in Category | Leads |
Source Object
Primary Object: Lead
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Included Fields
Leads: all fields available
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โAligned Room: all fields available
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Object Relationships
This report type includes:
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โLeads (A)
โ โ with at least one related record from
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โAligned Room (B)
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โ Use Cases
View which Leads have active or inactive Aligned Rooms
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โReport on engagement metrics (Total Visitors, Total Time Spent, etc.) per Lead
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โIdentify top-performing rooms by Lead ownership
๐ Opportunities with Aligned Rooms
This custom report type lets you generate reports that display Opportunities with one or more related Aligned Room records. Itโs useful for understanding customer engagement across the organization.
Details
Attribute | Value |
Display Label | Opportunities with Aligned Rooms |
API Name | Opportunities_with_Aligned_Rooms |
Namespace Prefix | AlignedPkg |
Description | Opportunities with Aligned Rooms |
Store in Category | Opportunities |
Source Object
Primary Object: Opportunity
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Included Fields
Opportunities: all fields available
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โAligned Room: all fields available
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Object Relationships
This report type includes:
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โOpportunities (A)
โ โ with at least one related record from
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โAligned Room (B)
โ Use Cases
View which Opportunities have active or inactive Aligned Rooms
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โReport on engagement metrics (Total Visitors, Total Time Spent, etc.) per Opportunity
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โIdentify top-performing rooms by Opportunity ownership
๐ Aligned Rooms with Aligned Activities
This custom report type enables detailed reporting on Aligned Room engagement events by showing rooms that have at least one related Aligned Activity record. Itโs ideal for analyzing user behavior, visitor sessions, and room-specific interactions.
Details
Attribute | Value |
Display Label | Aligned Rooms with Aligned Activities |
API Name | Aligned_Rooms_with_Aligned_Activities |
Namespace Prefix | AlignedPkg |
Description | Aligned Rooms with Aligned Activities |
Store in Category | Other |
Source Object
Primary Object: Aligned Room
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Included Fields
Aligned Rooms: all fields available
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โAligned Activities: all fields available
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Object Relationships
This report type includes:
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โAligned Rooms (A)
โ โ with at least one related record from
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โAligned Activities (B)
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โ Use Cases
Track user behavior at the room level (e.g., tab views, engagement types)
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โReport on frequency, type, and recency of activities per room
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โIdentify rooms with low or high visitor interaction for performance insights
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