CT CPG Description and Deployment

The list of available Visualforce pages:

CT CPG Custom Settings are used to store the configuration of the managed CT CPG package.

The list of custom settings:

Custom metadata types are used to store the Activity Sync settings.

You can create your playground org on the Trailhead Salesforce portal and use it for comprehensive Salesforce training, including the CT CPG package.

CT CPG is an add-on to Salesforce, provided as an Appexchange ISV product. Follow the guide to install the CT CPG package.

To give CT CPG access to users, specify user licenses. Also, each user has the assigned profile and, if necessary, permission set.

Make sure that users have access to all custom settings and custom metadata types.

The first step of configuring the managed CT CPG package is to manage records of Application Settings according to your business purpose. It can be a few records in case of need to use more than one marketing cycle. For more information, refer to the Configuring Application Settings section.

CT Products and Assortments management is intended to manage customer products according to their business logic.

Targeting and Marketing Cycle management is designed to tailor your strategy to each client segment. Set up the frequency of planned activities to clients, products promoted for sale, assortments audit, and objectives to meet your clients' needs during the Marketing Cycle period.

You can configure your custom business logic without configuring the targeting and marketing cycles process.

Calendar Management is intended to manage activities for the specific needs of each user division and role.

These settings are optional.

Activity Report management is intended to set Activity Reports up for displaying details about the CT CPG Activity record and to force the detailing based on your products and business goals.

These settings are optional.

Objectives management is intended to track goals reached on the representatives' activities for the corresponding Account records.

These settings are optional.

Next Activity management is intended to add some data from the previous activities to the next one on a routine basis or create a single visit based on the previous one.

These settings are optional.

Activity Sync management is intended to synchronize the standard Event/Task and CT CPG Activity records to work with them in one place, CT CPG Calendar.

These settings are optional.

Change Request Management is intended to control the data quality within an organization. You can apply your company-specific approval process to update the records or to add the cloned records to the new one by succession process.

These settings are optional.

CPG Group management is intended for creating and using the CPG groups for ad hoc tasks or scheduled procedures according to specific criteria.

These settings are optional.

Quiz Management is intended to receive feedback from the field force representatives.

These settings are optional.

To simplify the routine of the field forces, it is possible to integrate the CT CPG solution with the CT Mobile app. The CT Mobile app can be installed on devices running iOS, Windows, or Android. The solution allows users to operate with the target CT CPG system data in offline mode using features that enhanced the Salesforce functionality.

These settings are optional.

The CT Orders integration will streamline the order taking with the help of a user-friendly interface and the ability to leverage CRM flexibility with ERP price calculation complexity.