---
schema_version: "1"
id: ae3895449afc5e7ba13cdf67239fd4136b2790c2e49ca831658e1e4c490b5084
title: cgcloud__Account_Task_Template__c
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/retail_api/sforce_api_objects_cgcloud__account_task_template__c.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_objects_cgcloud__account_task_template__c.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 41e459a75a23c283df14735b6598b6926bb6e8b5abacc239544e748298b88a82
description: Represents the details of the customer task template to be used for customer tasks. This object is available in API version 54.0 and later.
---
# cgcloud\_\_Account\_Task\_Template\_\_c

Represents the details of the customer task template to be used for customer tasks. This object is available in API version 54.0 and later.

## Supported Calls

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

## Fields

### LastReferencedDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: The most recent date on which a user referenced this record.

### LastViewedDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: The most recent date on which a user viewed this record.

### Name

- **Type**: string
- **Properties**: Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
- **Description**: Unique identification of the record.

### OwnerId

- **Type**: reference
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: ID of the record owner.
    
    This is a polymorphic relationship field.
- **Relationship Name**: Owner
- **Relationship Type**: Lookup
- **Refers To**: Group, User

### cgcloud\_\_Active\_\_c

- **Type**: boolean
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: The customer task template is active and can be used for customer task creation.
- **Default value**: true

### cgcloud\_\_Description\_Language\_1\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Specifies the description of language 1.

### cgcloud\_\_Description\_Language\_2\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Specifies the description of language 2.

### cgcloud\_\_Description\_Language\_3\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Specifies the description of language 3.

### cgcloud\_\_Description\_Language\_4\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Specifies the description of language 4.

### cgcloud\_\_Description\_\_c

- **Type**: string
- **Properties**: Filter, Nillable, Sort
- **Description**: Description based on the user-specific language.
    
    This is a calculated field.
- **Formula**:
    
    CASE($User.cgcloud\_\_Language\_Postfix\_\_c,
    "Language1", cgcloud\_\_Description\_Language\_1\_\_c,
    "Language2", BLANKVALUE(cgcloud\_\_Description\_Language\_2\_\_c,cgcloud\_\_Description\_Language\_1\_\_c),
    "Language3", BLANKVALUE(cgcloud\_\_Description\_Language\_3\_\_c,cgcloud\_\_Description\_Language\_1\_\_c),
    "Language4", BLANKVALUE(cgcloud\_\_Description\_Language\_4\_\_c,cgcloud\_\_Description\_Language\_1\_\_c),
    cgcloud\_\_Description\_Language\_1\_\_c)

### cgcloud\_\_Management\_Type\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Describes the kind of management relationship.
- **Possible values**:
    - CallCenter—Call Center
    - Consultant—Merchandizer
    - Sales
    - Service

### cgcloud\_\_Sales\_Org\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- **Description**: The customer task template that is available for the sales org specified.
- **Possible values**:
    - 0000
    - 0001
    - 0002
    - 0003

### cgcloud\_\_Sort\_\_c

- **Type**: double
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Sorting order of the customer task template in the overviews.

### cgcloud\_\_User\_Roles\_\_c

- **Type**: multipicklist
- **Properties**: Create, Filter, Nillable, Update
- **Description**: User roles that are required for the user when creating calls based on this template.
- **Possible values**:
    - CGCloud\_FA—FA
    - CGCloud\_FM—FM
    - CGCloud\_HQ\_Sales\_Manager—Sales Support
    - CGCloud\_Inventory\_Manager—Inventory Manager
    - CGCloud\_KAM—KAM
    - CGCloud\_Master\_Data\_Admin—Business Admin
    - CGCloud\_Sales\_User—Sales User
    - CGCloud\_Supervisor—Supervisor

### cgcloud\_\_Workflow\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Reference to the workflow.
    
    This is a relationship field.
- **Relationship Name**: cgcloud\_\_Workflow\_\_r
- **Relationship Type**: Lookup
- **Refers To**: cgcloud\_\_Workflow\_\_c

## Associated Objects

### 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.

- **[cgcloud\_\_Account\_Task\_Template\_\_cChangeEvent](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_associated_objects_change_event.htm "A ChangeEvent object is available for each object that supports Change Data Capture. You can subscribe to a stream of change events using Change Data Capture to receive data tied to record changes in Salesforce. Changes include record creation, updates to an existing record, deletion of a record, and undeletion of a record. A change event isn’t a Salesforce object—it doesn’t support CRUD operations or queries. It’s included in the object reference so you can discover which Salesforce objects support change events.")**: Change events are available for the object.
- **[cgcloud\_\_Account\_Task\_Template\_\_cFeed](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_associated_objects_feed.htm "StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.")**: Feed tracking is available for the object.
- **[cgcloud\_\_Account\_Task\_Template\_\_cHistory](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_associated_objects_history.htm "StandardObjectNameHistory is the model for all history objects associated with standard objects. These objects represent the history of changes to the values in the fields of a standard object.")**: History is available for tracked fields of the object.
- **[cgcloud\_\_Account\_Task\_Template\_\_cOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_associated_objects_ownersharingrule.htm "StandardObjectNameOwnerSharingRule is the model for all owner sharing rule objects associated with standard objects. These objects represent a rule for sharing a standard object with users other than the owner.")**: Sharing rules are available for the object.
- **[cgcloud\_\_Account\_Task\_Template\_\_cShare](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_associated_objects_share.htm "StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.")**: Sharing is available for the object.