AccountProcess

AccountProcess is intended to display the Account hierarchy on the Calendar tab and manage target Account records.

API name in Salesforce: AccountProcess

Context Method Codename Description

after insert[ai]

manageHierarchy()

manageHr

Analyze if the Account record has child Account records and, if so, update the CTCPG__HasChildAccounts__c field on this Account record.

after update[au]

manageTargetFrequency()

manageTF

In case of changes in the Division Target Frequency Settings record for the User division:

  • create a new Target Frequency record related to the specific Account record for the current user;

    • if the Target Frequency record already exists, this record will be deactivated and its CTCPG__DeactivationDateTime__c field will be populated with the deactivation date;

  • update the CTCPG__TargetUserIds__c field on this Account record.

manageHierarchy()

managehR

Analyze if the Account record has child Account records and, if so, update the CTCPG__HasChildAccounts__c field on this Account record.

before insert[bi]

Reserved.

before update[bu]

Reserved.
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