Configure a New Record of Division Target Frequency Settings

For proper use of corresponding Target Frequency records, it is required to create a record of the Division Target Frequency Settings for the division specified for the Account and Contact records.

To use these settings, the same division should be added to the User and Marketing Cycle records.

To add a new record of Division Target Frequency Settings:

  1. Go to Setup → Custom Code → Custom Settings → click Manage next to Division Target Frequency Settings.

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

    • In the Name section, specify the related division name, for example, Gamma, Delta, etc.

    • In the Account Target Category field, add the API Name field of the Account record, that responsible for the new division, for example, Division_Gamma_Category__c;

    • In the Account Target Flag field, add the API Name field of the Account record, that responsible for the selection of the new division, for example, Division_Gamma_Target_Check__c;

    • Specify the same division fields of the Contact record in the Contact Target Category field and Contact Target Flag field.

    • Set a flag next to Enable Category Selection if you want to add the division’s categories to xref:ctmobile-ios::available values of mass targeting, accounts, and contacts.

      new division target frequency settings

  3. Click Save.

The setup is complete.

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