Enable Activity Linking to the Marketing Cycle

By default, when a user creates a CT CPG Activity record with the Visit record type, it will be automatically linked to the Marketing Cycle record if:

  • the Start Date of the CT CPG Activity record is within the Marketing Cycle period;

  • the User and Marketing Cycle records are assigned to the same division;

  • the Marketing Cycle record is related to the specific record type of the CT CPG Activity record according to the Marketing Cycle Linking Setting;

  • the Marketing Cycle record is active.

Enable automatic linking for other CT CPG Activity record types:

Create the Activity Link field on the Marketing Cycle object

Create a checkbox on the Marketing Cycle object:

  1. Go to Setup → Object Manager → Marketing Cycle → Fields & Relationships → click New.

  2. Create a field with the Checkbox type:

    • Select Checkbox and click Next.

    • In Field Label, enter the label, for example, Link Event.

    • Select the profiles to which you want to grant edit access to this field and click Next.

    • Select the page layouts that should include this field and click Save.

The field is created.

Add the Activity Link field to the Page Layout

To add the created Activity Link field to the Marketing Cycle page layout:

  1. Go to Setup → Object Manager → Marketing Cycle → Page Layouts → Marketing Cycle Layout.

  2. Drag-n-drop the created Link Activity field, for example, Link Event, on the page layout.

  3. Click Save.

The field is now available on the Marketing Cycle object.

Create a record of Marketing Cycle Linking Settings

To enable the automatic linking:

  1. Go to Setup → Custom Code → Custom Settings → Marketing Cycle Linking Settings → click New.

  2. Fill Marketing Cycle Linking Settings Information.

    • Enter Name, for example, Event.

    • In the Field API Name field, enter the API name of the Activity Link field.

    • Select Active.

  3. Click Save.

The new activity linking is enabled on the Marketing Cycle record.

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