Configure a Special Trackings Tab

Add the Special Trackings tab for tracking objectives and tasks within the Marketing Cycle period during the Activity on the Activity Report page for the Visit record type.

  1. Configure a Special Trackings Tab for the corresponding Activity record type via the appropriate custom setting.

  2. Create the Marketing Detail Tracking records with the Special Tracking record type. These Marketing Detail Tracking will be automatically added on the Special Trackings tab after Activity record creation if:

    • The Start Date of the Activity record is within the period of the active Marketing Cycle record;

    • The User division is the same as the Marketing Cycle division;

    • The Account division category is the same as the division category specified for the Marketing Detail Tracking record.

    • The activity inking is enabled for the appropriate Activity record type and the active Marketing Cycle.

Manage Special Tracking Tab Settings Records

To display the CT Product tab on the Activity Report page:

  1. Go to Setup → Custom Code → Custom Settings.

  2. Click Manage next to Special Trackings Tab Settings.

  3. Specify a new record for the specific user/profile or edit the record for the whole Salesforce organization.

    Read the description of each parameter here.

    • specify the user/profile;

    • specify the required Activity record type;

    • specify the API name of the corresponding Activity Data fields:

      • CTCPG__TextAnswer__c;

      • CTCPG__BooleanAnswer__c;

      • CTCPG__CurrencyAnswer__c;

      • CTCPG__NumberAnswer__c;

      • CTCPG__AnswerType__c.

    • set active.

  4. Click Save.

    ct special tracking tab settings example

The setup is complete.

On the Special Trackings tab, the questions with the specific answer types will be available to fill out.

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