Application Settings

Application Settings is a setup where the CT CPG mapping data is stored. This is the primary setting of the CT CPG package.

  • The Global record should be applied to your Salesforce organization. The record is available for editing.

  • Create additional records in case of need to use more than one marketing cycle with different parameters.

  • For each record, it is necessary to specify custom fields that should be created for the Account, Contact, and User objects and used to divide settings by divisions.

API name in Salesforce: CTCPG__ApplicationSettings__c

Field API Name Type Description

Account Category Fields API names

CTCPG__AccountCategoryFields__c

Text Area(255)

Specify the list of API names of fields that represent the picklist with division categories for the Account object (separated by a comma, without blank space).

Used in Target Frequencies.

Account Target Flags API names

CTCPG__AccountTargetFlagsFields__c

Text Area(255)

Specify the list of API names of checkbox fields that are responsible for the selection of a division for the Account record.

Advanced TF Logic

CTCPG__EnableAdvancedTFLogic__c

Checkbox

If selected, the data from records of the Target Frequency object, for example, the values in the CTCPG__ActualCalls__c and CTCPG__PlannedCalls__c, may be used for creating additional list views for the Account or Contact object.

Allow Segmentation by linking

CTCPG__AllowLinkSegmentation__c

Checkbox

If selected, the additional algorithm is enabled that automatically links the matched Activity record to the active Marketing Cycle record.

Used in case of more than one active marketing cycle for different division categories.

You can specify different linking parameters.

Contact Category Fields API names

CTCPG__ContactCategoryFields__c

Text Area(255)

Specify the list of API names of fields that represent the picklist with division categories for the Contact object (separated by a comma, without blank space).

Contact Target Flags API names

CTCPG__ContactTargetFlagsFields__c

Text Area(255)

Specify the list of API names of checkbox fields that are responsible for the selection of a division for the Contact record.

Create Next Activity

CTCPG__CreateNextActivity__c

Checkbox

If selected, a new Activity record will be automatically created on the specific date from the CTCPG__NextCallDate__c field of an Activity record after changing the activity status to Finished.

Create a record of Next Call Settings for the required Activity record type.

Create Related Activity Data records

CTCPG__CreateRelatedActivityDataRecords__c

Checkbox

If selected, the Activity Data record based on parameters of an active Marketing Cycle and Marketing Detail Tracking records will be created for the corresponding Activity record.

If unselected, the related Activity Data will be pulled to the Activity record after opening the Activity Report page. Only Activities with the completed Activity Data will be saved to not take up space in the Salesforce organization by records without details.

Enable Objective History tracking

CTCPG__EnableObjectiveHistoryTracking__c

Checkbox

If selected, the previous Objective values for the Activity records will be saved. According to the Next Call Settings record, a new active Activity record will be created and the previous record will be deactivated in the Objective object.

The user should have a Next Call Settings record for populating the Objective field on the Activity Report page.

Enable Objectives

CTCPG__IsObjectivesEnabled__c

Checkbox

If selected, you’re allowed to create objectives for the Activity records.

Max days for activity planning

CTCPG__MaxPlanningDays__c

Number(18,0)

Specify the maximum period of marketing cycles.

The value cannot be more than 800 days.

Objective Tracking Period

CTCPG__ObjectiveTrackingPeriod__c

Text Area(255)

Specify how long to store the history of objectives. The available values:

  • month

  • quarter

  • year

  • a marketing cycle

Recalculate TF Records

CTCPG__EnableTFRecalculate__c

Checkbox

If selected, when a new marketing cycle is activated, the active Target Frequency records will be copied and the old and inactive ones will be deactivated.

Share Activity with Joint Visit Users

CTCPG__IsJointActivityShareEnabled__c

Checkbox

If selected, access for a representative to view the corresponding Joint Visit record is granted.

Show Page Headers

CTCPG__IsPageHeaderEnabled__c

Checkbox

If selected, headers with the standard Salesforce tabs are shown on the Calendar and Activity Report pages.

If not selected, the Calendar and Activity Report pages are open in a full-screen mode.
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