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ProviderAcctTerritoryInfo

Represents the engagement data between an account and a user within an assigned territory, which includes next provider visit date, preferred address, and planned activities. This object is available in API version 65.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), update(), upsert()

Fields

AccountId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The account ID associated with provider account territory info.

    This field is a relationship field.

  • Relationship Name: Account
  • Refers To: Account

AccountTerrUniqueIdentifier

  • Type: string
  • Properties: Filter, Group, idLookup, Nillable, Sort
  • Description: The unique account territory ID associated with provider account territory info.

    This field is unique within your organization

    This field is a relationship field.

  • Relationship Name: Account
  • Refers To: Account

AssignmentApprovalStatus

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The approval status when an account is added to the territory through manual request.
  • Possible values:
    • Approved
    • Pending
    • Rejected

IsActive

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the provider account territory info is active.
  • Default value: false

IsAvailableOffline

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether this record will be downloaded to the mobile application.
  • Default value: true

IsTargetedAccount

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the account is a target for the territory.
  • Default value: false

LastProviderVisitDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The date of the last submitted visit for this account in this territory.

LastProviderVisitId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The ID associated with the last submitted visit for this account in this territory.

    This field is a relationship field.

  • Relationship Name: LastProviderVisit
  • Refers To: ProviderVisit

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp for when the current user last viewed a record related to this record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: The name of the provider account territory info.

NextProviderVisitDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The date of the next planned visit for this account in this territory.

NextProviderVisitId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The ID of the next planned provider visit record.

    This field is a relationship field.

  • Relationship Name: NextProviderVisit
  • Refers To: ProviderVisit

NextProviderVisitObjective

  • Type: textarea
  • Properties: Filter, Nillable, Sort
  • Description: The objective for the next visit with the healthcare provider, derived from the next visit objective on the last visit in this territory.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: The ID of the user who owns this record.

    This field is a polymorphic relationship field.

  • Relationship Name: Owner
  • Refers To: Group, User

PreferredAddressId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The ID associated with the contact point record that stores the preferred address of the account for the specified territory.

    This field is a relationship field.

  • Relationship Name: PreferredAddress
  • Refers To: ContactPointAddress

ProviderOrganizationId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The healthcare facility associated with the provider account.

    This field is a relationship field.

  • Relationship Name: ProviderOrganization
  • Refers To: Account

RecommendedPresentationInfo

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The next best content recommended for sharing with the healthcare provider during a future visit.

RecordTypeId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The record type ID of the provider account territory info.

    This field is a relationship field.

SourceSystemIdentifier

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: The ID of the record in the external system.

SourceSystemName

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the external system that generated the record.

SourceType

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The source of adding the account to the territory.

TargetedPresentationInfo

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: A list of IDs representing the targeted presentations for the account within the territory.

Territory2Id

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The territory ID associated with the provider account territory info.

    This field is a relationship field.

  • Relationship Name: Territory2
  • Refers To: Territory2

YearToDateProviderVisitCount

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Indicates the number of provider visits to the account during the current year to date.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

ProviderAcctTerritoryInfoChangeEvent
Change events are available for the object.
ProviderAcctTerritoryInfoFeed
Feed tracking is available for the object.
ProviderAcctTerritoryInfoHistory
History is available for tracked fields of the object.
ProviderAcctTerritoryInfoOwnerSharingRule
Sharing rules are available for the object.
ProviderAcctTerritoryInfoShare
Sharing is available for the object.