CG Cloud Object Model

This scheme gives you a basic understanding of CG Cloud objects and relationships when working with the CT Mobile app.

Here are the main objects and relationships. The list of all required components is available here.

Click the link to view the field reference for the selected object:

Object	Object API Name	Description
Account	Account	Each retail store should be related to the Account record.
Assessment Task	AssessmentTask	Represents tasks based on the selected action template to be performed during the visit to the retail store. Available values: Inventory Check Promotion Check In-store Survey Planogram Check Place Order Other Task
Operating Hours	OperatingHours	The field reps' activities depend on the store’s business hours and the availability of the store managers to meet with the field reps. Stores information related to timezone and time slots and represents the hours in which a retail store is available for visits. Operating hours consist of one or more time slots.
Product	Product2	Represents a product that your org sells.
Retail Store	RetailStore	Represents a retail store.
Retail Store KPI	RetailStoreKpi	Represents the target values to be achieved during a visit to a retail store.
Retail Visit KPI	RetailVisitKpi	During a visit, it is used to capture the actual information against the target values.
Store Action Plan Template	StoreActionPlanTemplate	Based on the selected Action Plan record, represents the association of the action plan template to the store.
Time Slot	TimeSlot	The field reps' activities depend on the store’s business hours and the availability of the store managers to meet with the field reps. Stores information for each day of the week, and admins can define the business start time and end time for a day, or mark a day as a non-working day.
Visit	Visit	Represents a rep’s visit related to the retail store. Available values of the Visit statuses: Planned In Progress Abandoned Completed
Visitor	Visitor	Represents a sales rep.
User	User	Each visitor should be related to the User record.

Object

Object API Name

Description

Account

Each retail store should be related to the Account record.

Assessment Task

AssessmentTask

Represents tasks based on the selected action template to be performed during the visit to the retail store. Available values:

Inventory Check
Promotion Check
In-store Survey
Planogram Check
Place Order
Other
Task

Operating Hours

OperatingHours

The field reps' activities depend on the store’s business hours and the availability of the store managers to meet with the field reps.

Stores information related to timezone and time slots and represents the hours in which a retail store is available for visits. Operating hours consist of one or more time slots.

Product

Product2

Represents a product that your org sells.

Retail Store

RetailStore

Represents a retail store.

Retail Store KPI

RetailStoreKpi

Represents the target values to be achieved during a visit to a retail store.

Retail Visit KPI

RetailVisitKpi

During a visit, it is used to capture the actual information against the target values.

Store Action Plan Template

StoreActionPlanTemplate

Based on the selected Action Plan record, represents the association of the action plan template to the store.

Time Slot

TimeSlot

The field reps' activities depend on the store’s business hours and the availability of the store managers to meet with the field reps.

Stores information for each day of the week, and admins can define the business start time and end time for a day, or mark a day as a non-working day.

Visit

Represents a rep’s visit related to the retail store. Available values of the Visit statuses:

Planned
In Progress
Abandoned
Completed

Visitor

Represents a sales rep.

User

Each visitor should be related to the User record.