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Visit

Track information related to a field rep’s visit to a health care provider.

Special Access Rules

In Life Sciences Cloud, Visit is used for Customer Engagement.

Supported Calls

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

Fields

AccountId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The account that is associated with a visit.
  • Relationship Name: Account
  • Refers To: Account

Channel

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The channel of the visit.

    This field is available with the Life Sciences Cloud for Customer Engagement Add-on license in API version 65.0 and later.

  • Default value: In-Person
  • Possible values:
    • Email
    • In-Person
    • Phone
    • Remote
    • SMS
    • WeChat
    • WhatsApp

IsGroupVisit

Reserved for future use.

ParentVisitId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: If this visit is the child of a larger group visit, this field is used to provide a link to that visit.

    This field is a relationship field. This field is available with the Life Sciences Cloud for Customer Engagement Add-on license in API version 65.0 and later.

  • Relationship Name: ParentVisit
  • Refers To: Visit

PlaceId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: ID of the location that sales reps visit.
  • Relationship Name: Place
  • Refers To: Address, ContactPointAddress, Location, RetailStore

PlannedVisitStartTime

  • Type: dateTime
  • Properties: Create, Filter, Sort, Update
  • Description: The date and time when the visit is expected to start.

SignatureType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The type of the signature.

    This field is available with the Life Sciences Cloud for Customer Engagement Add-on license in API version 65.0 and later.

  • Possible values:
    • Digital
    • Physical

Start Geolocation Missing Reason

  • Type: staticenum
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The reason why geolocation was not captured at the start of the visit. Possible values:
    • Device Restricted
    • User Restricted
    • Offline
    • Bad Conectivity

Status

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
  • Description: The status of a visit.
  • Default value: Planned
  • Possible values:
    • Completed
    • Planned

TerritoryId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The ID of the terriory for this visit.

    This field is a relationship field. This field is available with the Life Sciences Cloud for Customer Engagement Add-on license in API version 65.0 and later.

  • Relationship Name: Territory
  • Refers To: Territory2