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cgcloud__Account_Visit_Setting__c

This object stores the settings for the calls of a user based on a customer. 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

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: Name of this record.

cgcloud__Account__c

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: Reference to the customer.

    This is a relationship field.

  • Relationship Name: cgcloud__Account__r
  • Relationship Type: Master-detail
  • Refers To: Account (the master object)

cgcloud__Active__c

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the entry is active (true) or not (false).
  • Default value: true

cgcloud__Day_Of_Week__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Contains the day of the week that's to be used by the automatic planning algorithm to schedule the call.
  • Possible values:
    • fri—Friday
    • mon—Monday
    • sat—Saturday
    • sun—Sunday
    • thu—Thursday
    • tue—Tuesday
    • wed—Wednesday

cgcloud__Duration__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Numeric value that's used to describe the length that a call of the specified category typically takes with the related account.

cgcloud__Frequency__c

  • Type: double
  • Properties: Create, Defaulted on create, Filter, Sort, Update
  • Description: Number of weeks between two visits.

cgcloud__Initial_Year__c

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
  • Description: Initial year of the planning.
  • Default value: 2015
  • Possible values:
    • 2015
    • 2016
    • 2017
    • 2018

cgcloud__Management_Type__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Type of the management relationship between a user and an account.
  • Possible values:
    • CallCenter
    • Consultant
    • Sales
    • Service

cgcloud__Overdue_Check__c

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether a customer with a particular visit template can be marked as overdue (true) or not (false).
  • Default value: false

cgcloud__Overdue_Date__c

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the date on which the call for a particular visit template is completed. Until this date, the customer is referred to as an overdue customer.

cgcloud__Planning_Mode__c

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
  • Description: Mode of automatic call planning.
  • Default value: StartWeek
  • Possible values:
    • LastCall—Last Call & Frequency
    • StartWeek—Start Week
    • StartWeekYear—Start Week Year

cgcloud__Record_Link__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Link to the detail page of the Customer Visit Setting record.

    This is a calculated field.

  • Formula: 
    HYPERLINK("/" &Id, $Label.cgcloud__record_link, "_top")

cgcloud__Start_Week__c

  • Type: double
  • Properties: Create, Defaulted on create, Filter, Sort, Update
  • Description: Week of the year to start with automatic call planning.

cgcloud__Time_Of_Day__c

  • Type: string
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Stores the time of day that the automatic planning algorithm uses to schedule the call.

cgcloud__Valid_From__c

  • Type: date
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Date from which the entry is valid.

cgcloud__Valid_Thru__c

  • Type: date
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Date until which the entry is valid.

cgcloud__Visit_Template__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Reference to the visit template.

    This is a relationship field.

  • Relationship Name: cgcloud__Visit_Template__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__Visit_Template__c

Associated Objects

Associated Objects

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