This feature allows you to select fields from related objects to be synchronized to the Engagement object for BI reporting.
Consider Your Options:
Before using this feature, consider these simpler alternatives that may better meet your needs:
❗Important Note
All the options described here, including the ‘Fields from Related Objects’ feature, pull down the current value from a related record, not necessarily the value at the time the Engagement was created.
This is key when using these fields in reporting. For example, you might be referencing Lead/Contact fields that pertain to an ongoing sales process on an Activation that represents a previous sales process.
Option 1: Formula Fields (Recommended for most use cases)
Easiest to create and maintain
Works great for displaying Lead/Contact/Opportunity data on Engagements
See: How do I create a formula field to get Lead/Contact data on the Engagement object?
Option 2: Custom Report Types
No new fields needed
No Admin Console configuration needed
More flexible for ad-hoc reporting
Option 3: This Feature
Best when you need these fields in pre-built Integrous BI dashboards
Rule of thumb: When in doubt, try to use Option 1 and 2 first.
Permissions
Before you get started, ensure you have the required permissions.
Configuration Steps
Navigate to Integrous Admin Settings > Fields from Related Objects
Select up to three fields each from:
Lead/Contact fields
Opportunity fields
Fields from other objects (via the Custom Object dropdown)
Click Save
How It Works
Selected field values are stored on the Engagement record in these designated fields:
Lead/Contact values → Lead/Contact Custom Field 1-3
Opportunity values → Opportunity Custom Field 1-3
Values from related object of your choosing → Related Object Field 1-3
❗Important Technical Notes
Real-time syncing: These fields always reflect the current value on the parent record, not the value when the Engagement was created
Contact priority: For Lead/Contact fields, Contact values take precedence when both are present
Opportunity relationship requirements: Opportunity fields will only display values from a Primary Opportunity that is also linked as the Attribution Engagement
Formula fields: You can select formula fields as source fields; however, if the formula gets its value from a related record, changes to that record will not get reflected on the Engagement
Field type matching: Fields must be of compatible data types for successful synchronization
Impact on reports: Changes to source field values immediately affect any reports using these fields
Example Use Cases
Territory tracking: Sync region/territory fields to report on attribution by geography
Product interest: Pull product fields to report on engagement by product line
Revenue segmentation: Include custom revenue fields for more granular attribution reporting
Industry analysis: Incorporate industry fields to analyze engagement patterns by vertical