AccountProcess
AccountProcess is intended to display the Account hierarchy on the Calendar tab and manage target Account records.
API name in Salesforce: Account
| Context | Method | Codename | Description |
|---|---|---|---|
After Insert[ai] |
manageHierarhy |
manageHh |
Analysis of the accounts hierarchy, CTPHARMA__HasChildAccounts__c field update on the parent record. Used for displaying accounts hierarchy correctly in the calendar hierarchical view. |
After Update[au] |
manageTargetFrequency |
manageTF |
Target Frequency logic. Check targeting fields (check box and category) for changes set in the Division Target Frequency Settings custom setting for the user division. When updating the fields, targeting creates a new Target Frequency active record for a current user. If such record already exists, it will be deactivated and the deactivation date specified. The CTPHARMA__TargetUserIds__c field update. |
manageHierarhy |
manageHh |
Analysis of the accounts hierarchy, CTPHARMA__HasChildAccounts__c field update on the parent record. Used for displaying accounts hierarchy correctly in the calendar hierarchical view. |