Activity Field Reference
The standard Activity object
The following field is created on the standard Activity object during the CT CPG installation.
| Field | API Name | Type | Description |
|---|---|---|---|
Activity |
CTCPG__ActivityId__c |
Lookup(Activity) |
The related CT CPG Activity record is created in case of using the Activity Sync functionality. |
The custom CT CPG Activity object
The CT CPG Activity object is used to store visit details, such as a date, client, and goals, for each configured record type.
API name in Salesforce: CTCPG__Activity__c
| Field | API Name | Type | Description |
|---|---|---|---|
Account |
CTCPG__AccountId__c |
Lookup(Account) |
The related Account record. |
Activity |
CTCPG__ActivityId__c |
Lookup(Activity) |
The related standard Activity record is created in case of using the Activity Sync functionality. |
Activity Name |
CTCPG__ActivityName__c |
Formula(Text) |
If specified, it stores the Account record name and Contact full name. |
Contact |
CTCPG__ContactId__c |
Lookup(Contact) |
The related Contact record. |
Description |
CTCPG__Description__c |
Long Text Area(32768) |
Add the Activity description if needed. |
End Date |
CTCPG__EndDate__c |
Date/Time |
The end date and time of the Activity record. |
Event Name |
CTCPG__EventName__c |
Formula(Text) |
Used in custom dialog «Add contacts as event participants». |
Is Approved |
CTCPG__IsApproved__c |
Checkbox |
If selected, the Activity record is approved. |
Is Done |
CTCPG__IsDone__c |
Checkbox |
If selected, the Activity record is done. |
Is Locked |
CTCPG__IsLocked__c |
Checkbox |
If selected, the Activity record is locked and cannot be modified. |
Joint User |
CTCPG__UserId__c |
Lookup(User) |
It is used for a record of the Joint Visit record type and stores the related User record. |
Marketing Cycle |
CTCPG__MarketingCycleId__c |
Lookup(Marketing Cycle) |
The related Marketing Cycle record. |
Next Call Date |
CTCPG__NextCallDate__c |
Date/Time |
The date of the next Activity record according to the Next Call Date settings. |
Next Call Objective |
CTCPG__NextCallObjective__c |
Text Area(255) |
The Objective that will be copied to the next Activity according to the Next Call Date settings. |
Objective |
CTCPG__Objective__c |
Text Area(255) |
The Objective for the Activity record. |
OriginalId |
CTCPG__OriginalId__c |
Lookup(Activity) |
It used to clone the Activity record on the CT CPG Calendar tab. |
Report Template |
CTCPG__ReportTemplateId__c |
Lookup(Report Template) |
The related Report Template for a record of the Joint Visit record type. |
Result |
CTCPG__Result__c |
Long Text Area(32768) |
For describing the result details of the Activity. |
Start Date |
CTCPG__StartDate__c |
Date/Time |
The start date and time of the Activity record. |
Status |
CTCPG__Status__c |
Picklist |
The Activity record status. The available values by default:
|
Target Frequency |
CTCPG__TargetFrequencyId__c |
Lookup(Target Frequency) |
The related Target Frequency record, if the related Account or Contact record is targeted. |
Type |
CTCPG__Type__c |
Picklist |
The Activity type. The available values by default:
|