Create a New Record of Next Call Settings

Create a Next Call Settings record to link the fields between the previous and the next CT CPG Activity records.

To create a new Next Call Settings record:

  1. Go to Setup → Custom Code → Custom Settings → click Manage next to Next Call Settings.

  2. On the next page, click New to create a new record:

    • In the Name field, enter the API name of the corresponding CT CPG Activity record type, e.g., Visit.

    • In Fields, specify fields of the next CT CPG Activity record to populate it with specific values (separated by a comma, without a blank space).

    • In Values, specify fields of the parent CT CPG Activity record (separated by a comma, without a blank space). Values from these fields will be copied to the next CT CPG Activity record.

      Add the AccountId and ContactId fields to copy the related Account and Contact record from the parent CT CPG Activity record.

  3. Click Save.

The setup is complete.

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