TargetFrequencyProcess

TargetFrequencyProcess is intended to manage Target Frequency records.

API name in Salesforce: TargetFrequencyProcess

Context Method Codename Description

after insert[ai]

concatenateUsersOnTarget()

conTarget

If the CTCPG__EnableAdvancedTFLogic__c checkbox enabled on the Application Settings record, the fields with division values will be updated on the related Account and Contact records.

cloneTargetFrequencyBySegment()

cloneTF

If there is a Marketing Cycle record that has no Target Frequency record which met the following conditions:

  • the Target Frequency record is related to an Account and/or Contact record;

  • the Target Frequency record is related to a User record;

  • the division value in the CTCPG__UserDivision__c field of the Target Frequency record is the same as for the related User record.

Create the cloned Target Frequency record linked to the Marketing Cycle record.

after update[au]

concatenateUsersOnTarget()

conTarget

If the CTCPG__EnableAdvancedTFLogic__c checkbox enabled on the Application Settings record, the fields with division values will be updated on the related Account and Contact records.

after undelete[aud]

concatenateUsersOnTarget()

conTarget

If the CTCPG__EnableAdvancedTFLogic__c checkbox enabled on the Application Settings record, the fields with division values will be updated on the related Account and Contact records.

before insert[bi]

fillOwnerField()

fillOwner

On the Target Frequency record, update the CTCPG__OwnerId__c field if the owner of the record is changed.

fillDetailsField()

fillDetails

  • Define the active Marketing Cycle record to link the Target Frequency record.

  • Based on the found Marketing Cycle record and the division category of the Account and Contact records, define the related Marketing Detail Tracking record with the Call Rate record type to link the Target Frequency record.

  • Based on the value in the found Marketing Detail Tracking record, update the CTCPG__PlannedCalls__c field on the linked Target Frequency record.

before update[bd]

fillOwnerField()

fillOwner

On the Target Frequency record, update the CTCPG__OwnerId__c field if the owner of the record is changed.

before delete[bd]

concatenateUsersOnTarget()

conTarget

If the CTCPG__EnableAdvancedTFLogic__c checkbox enabled on the Application Settings record, the fields with division values will be updated on the related Account and Contact records.
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