Custom Metadata Type: Activity Sync

The Activity Sync metadata type is intended to store settings according to them the activities will be generated in the standard Salesforce calendar based on activities in the CT CPG Calendar, and/or vice versa.

API name in Salesforce: CTCPG__ActivitySync__mdt

Field API Name Type Description

Active

CTCPG__IsACtive__c

Checkbox

If selected, the setting is active.

Activity Record Type

CTCPG__ActivityRecordtypeAPIName__c

Text (255)

The API name of the CT CPG Activity record type. Available record types by default:

  • Event

  • Visit

  • Timeoff

  • JointVisit

Custom object record criteria

CTCPG__CustomObjectCriteria__c

Text (255)

A filter to select the CT CPG Activity records that should be synced with the standard activities.

  • Left this field blank for processing all records.

  • Use an SOQL query to specify filters. The clause part of the query should be without the WHERE word. For example:

    CTCPG__Type__c LIKE '%Type 1%'

Description

CTCPG__Description__c

Text Area(255)

Specify information about the Activity Sync record.

Fields to update

CTCPG__FieldsAPIName__c

Long Text Area (131072)

Specify field API names to update on the creating Activity record (separated by a comma, without a blank space). For example: Event.Description,Event.Duration,Event.Phone.

Field values

CTCPG__FieldValues__c

Long Text Area (131072)

Specify field API names to copy values from them to the fields specified in the CTCPG__FieldsAPIName__c field (separated by a comma, without a blank space). For example:

CTCPG__Activity__c.CTCPG__Description__c,CTCPG__Activity__c CTCPG__Objective__c.

Standard Activity Type

CTCPG__ActivityType__c

Text (255)

The API name of the standard Event and Task objects. Available types by default:

  • Email

  • Meeting

  • Other

  • Call

The filter will not be applied if the CTCPG__StandardObjectCriteria__c or CTCPG__CustomObjectCriteria__c field is specified.

Standard Object

CTCPG__StandardObjectAPIName__c

Picklist

Select the standard Activity object. Available objects:

  • Event

  • Task

Standard object record criteria

CTCPG__StandardObjectCriteria__c

Text (255)

A filter to select the Event or Task records that should be synced with the standard activities.

  • Left this field blank for processing all records.

  • Use a SOQL query to specify filters. The clause part of the query should be without the WHERE word. For example:

    Subject LIKE '%Call%'

Sync Type

CTCPG__SyncType__c

Picklist

Select the Activity Sync type:

  • Both

  • Custom → Standard

  • Standard → Custom
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