Division Target Frequency Settings
Division Target Frequency Settings is intended to specify the Account and Contact target fields for each division.
-
The Alpha and Beta records are available by default.
-
In case of creating new divisions, you should create a record of the Division Target Frequency Setting for each one.
API name in Salesforce: CTCPG__DivisionTFSettings__c
| Field | API Name | Type | Description |
|---|---|---|---|
Account Target Category field |
CTCPG__AccountTargetCategoryField__c |
Text Area(255) |
Specify the Account field API name that represents the division and contains the division categories. |
Account Target Flag field |
CTCPG__AccountTargetFlagField__c |
Text Area(255) |
Specify the Account field API name of the checkbox that indicates the selected division. |
Contact Target Category field |
CTCPG__ContactTargetCategoryField__c |
Text Area(255) |
Specify the Contact field API name that represents the division and contains the division categories. |
Contact Target Flag field |
CTCPG__ContactTargetFlagField__c |
Text Area(255) |
Specify the Contact field API name of the checkbox that indicates the selected division. |
Enable Category selection |
CTCPG__EnableCategorySelection__c |
Checkbox |
For example, if you have a Call Rate record for the specific division category, planned calls from this record will not be copied into the Target Frequency record for the target Account or Contact via the targeting process. |