Understanding Talisma Objects

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Objects contain basic information you may require when working with Talisma. This information may relate to data pertaining to the business functions in the organization. For example, the Contact Object contains information about the Name of the Contact, the address of the Contact, details about the company to which the Contact belongs, and so on.

Objects are grouped as Global, Team, and Shared, depending on how the information is used by Talisma. Further, a Talisma Object may be predefined or user-defined. Predefined Objects are also referred to as System Objects. The following table lists the predefined Objects in Talisma:

Object type

Object

Global Objects

Account, Event, and Participant which are purely Global Objects.

User and Target, which are special Global Objects.

Team Objects

Interaction, Campaign, Opportunity, Order, Message, and Application.

Shared Objects

Canned Response, Mailer/SMS Template, Offer, Mailing List, Product, Link, Print Template, and Script.

Global Objects

•   Purely Global Objects: Accounts, Event

•   Special Global Objects: User, Target

Global Objects are not Team specific, and are available to all Users. Thus, the Account and Event Objects, which are purely Global Objects, are available to all Users, irrespective of the Teams to which the Users belong. They are managed in Talisma Client from the relevant Workspaces.

User and Target are special Global Objects. Although the User Object is not available to Users, the User Name Properties can be defined in other Objects. In addition, a User Object Property can be defined in Relationships between the User Object and other Objects.

Note 

By default, the Contact Object is a Global Object. However, you can enable Team-based security for the Contact Object. For more information about enabling Team-based security for the Contact Object, Talisma Product Support.

Relationships

A Relationship is an association between two Objects. For example, Employees are assigned to Projects. In this context, Employee and Project are custom Objects created in Talisma, and a Relationship exists between them. This Relationship enables Managers to assign Employees to appropriate Projects.

Example 1

The Business Administrator User can define a User type Property called User Name for the custom Object, Policy. User Name values will be listed for the User Name Property in the Policy window in Talisma Client.

Example 2

The Business Administrator User can create a One to One Relationship between two Objects, User and Policy. In this Relationship, User Name can be defined as a Property in the Policy Object, and Policy ID can be defined as a Property in the User Object.

The Target Object, which is a Global Object, is an element of the Campaign Object, which is a Team Object. Hence, its behavior is similar to that of Team Objects, rather than that of Global Objects.

A Contact is a customer. A Contact may need to deal with one to several Teams in an organization while conducting business. Therefore, the Contact Object is classified as a Global Object. Other predefined Talisma Objects such as Interactions, Accounts, Campaigns, Targets, Opportunities, and Orders directly depend on the Contact Object. A Contact's transactions are not confined to a single Team. Please note that a Team refers to a division or department in the organization.

A Contact may represent an organization. The Account Object represents the organization to which that Contact belongs. Account is a Global Object. An Account representing a Contact may need to deal with several Teams in the organization.

Contact and Account information is therefore available to all Teams in Talisma. However, Contacts and Accounts may have Properties that are available only for certain Teams.

The Event Object enables your organization to manage Events. Events can be of various types. Your organization can conduct Events to launch products, or services. For example, you are the Marketing Manager at WorldWaves Inc, and your organization is promoting vocational courses for students offered by Neptune University. WorldWaves Inc is organizing an Event to present the courses to prospective students. The Event will gauge the preferences of the student community, and will assist Neptune University in planning, and presenting courses that are requested by the students.

A Participant is a Contact in Talisma who is associated with an Event. When a Contact is added to an Event, the Contact progresses to be created as a Participant Object item.

When the Event is conducted, Properties of the Participant, and Contact Object items that are associated with the Event Object item are updated.

A User is a representative of an organization who interacts with contacts and visitors using Talisma.

A Target is a record of a campaign base object that progresses through a campaign. Targets are not created manually like other objects; they are created automatically when the base object instance progresses through the campaign.

Example 

If your organization has a business relationship with an Enterprise, that Enterprise is termed as an Account in Talisma. An Account is a Global Object, and is available to all Teams in Talisma.

However, you can create specific Properties for the Account Object that can be made available only to specific Teams such as Sales or Finance.

In addition to these predefined Global Objects, Global custom Objects can be created in Talisma Business Administrator.

Team Objects

•   Purely Team Objects: Interactions, Campaigns, Opportunities, Orders, Messages, and Applications.

Team Objects belong to only one Team, and are available to Users who have access to that Team. A Team Object can be assigned to Users within the Team in which it is created, or transferred to Users outside the Team. After the Object is transferred, it belongs to the Team to which it has been transferred.

Team Objects are managed in Talisma Client from the relevant Workspaces. Interactions, Campaigns, Opportunities, Orders, Targets, and Messages are examples of predefined Team Objects.

Example 

A User with access to the Marketing Team can create a Campaign in this Team. Only Users on the Marketing Team can view or edit this Campaign. These Objects are also called local Objects, because operations on them are confined to Users belonging to Teams in which they are created.

In the Service scenario, the organization builds business relationships with Accounts, who are represented by Contacts. Interactions result from the conversations an organization has with its Contacts.

Campaigns are aimed at Targets, who are instances of Contacts on whom the Campaign is focused. At the end of a Campaign, Targets who express interest in a product or service or any business proposition are converted into Opportunities, and then assigned to sales representatives. The Opportunities are then serviced and followed up in an effort to convert them into Orders.

In addition to these predefined Team Objects, Team custom Objects can be created in Talisma Business Administrator.

Shared Objects

Canned Responses, Mailer/SMS Templates, Offers, Mailing Lists, Products, Links, Print Templates, and Scripts are examples of predefined Shared Objects in Talisma.

Shared Objects can belong to multiple Users across the Teams with which they are shared. Changes made to a Shared Object by one User can be viewed by Users in all Teams with which the Object is shared.

Canned Responses, Scripts, Mailer/SMS Templates, Mailing Lists, Offers, Products, Filters, Links, Print Templates, and Workspaces are examples of predefined Shared Objects in Talisma. All Shared Objects, except Links, Print Templates, and Shared Custom Objects, are managed from the relevant Managers in Talisma Client. The Link Object can be managed from the Links tab in the Chat Workspace. Print Templates and Shared Custom Objects can be managed from any Workspace.

Example 

You can create a Canned Response in a Team, and then share it with Users in different Teams. Similarly, you can share Categories, Properties, Mailer/SMS Templates, Offers, Mailing Lists, Products, Scripts, Reports, Rules, Print Templates, and Links.

In addition to these predefined Shared Objects, Shared custom Objects can be created in Talisma Business Administrator.

Talisma Higher Education Foundation Objects

If Talisma Higher Education Foundation is installed, the Objects in the following table are also displayed in the Objects node. These Objects are categorized as Operational, Reference, and Integration based on their usage Collectively, items of these Objects enable you to manage the functionality of the Lead Object in Talisma.

Object

Classification

Type

Activity

Operational

Team

Address Type

Reference

Global

Address

Operational

Global

Area of Interest

Reference

Global

Area of Study

Reference

Shared

Assignment Log

Integration

Global

Country

Reference

Global

Document Status

Operational

Global

Document Status Type

Reference

Shared

Education Level

Reference

Shared

Enrollment

Operational

Team

Ethnic Group

Reference

Global

FERPA Group

Reference

Global

Incoming Queue

Integration

Global

Lead Source

Reference

Shared

Lead Type

Reference

Global

Lead

Operational

Team

Nationality

Reference

Global

Outgoing Queue

Integration

Global

Program Level

Reference

Shared

Program Version Start Date

Reference

Shared

Program Version

Reference

Shared

Program

Reference

Global

Region

Reference

Global

Shift

Reference

Global

SIS

Integration

Global

SIS User

Reference

Shared

State

Reference

Global

Term

Reference

Shared

Test Score

Operational

Global

Test

Reference

Shared

Health Check Objects

Application Server, Campaign Dispatcher, Database, Services, Mail Service, Replication, Threader, and Web Server are examples of Health Check Objects in Talisma. Health Check Objects are used to monitor the state of your system. Health Check Objects are only available to Users with the System Administration or Database Administration Permission.

 

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