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.

CG Cloud Object model for CT Mobile Windows

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 Сheck

  • Promotion Сheck

  • In-store Survey

  • Planogram Check

  • Place Order

  • Other

  • Task

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.

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.

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