TargetFrequencyProcess

TargetFrequencyProcess is intended to manage Target Frequency records.

API name: CTPHARMA__TargetFrequency__c

Context	Method	Codename	Description
Before Insert[bi]	fillOwnerField	fillOF	Update of the OwnerId field value in the CTPHARMA__OwnerId__c field.
setPersonalCycles	setPC	Creating association for a Marketing Cycle object record that is related to a user of Target Frequency specified in the OwnerId field.
fillDetailsField	fillDF	Creating association on the Marketing Cycle Detail object record with the Call Rate record type depending on the previously selected Marketing Cycle and account or contact category.
Before Update[bu]	fillOwnerField	fillOF	Update of the OwnerId field value in the CTPHARMA__OwnerId__c field.
setPersonalCycles	setPC	Creating association for a Marketing Cycle object record that is related to a user of Target Frequency specified in the OwnerId field.
fillDetailsField	fillDF	Creating association on the Marketing Cycle Detail object record with the Call Rate record type depending on the previously selected Marketing Cycle and account or contact category.
Before Delete[bd]	concatenateUsersOnTarget	fillOF	Updating targeting values on the related accounts and contacts records if the Advanced Target Frequency Logic in the custom settings is enabled.
After Insert[ai]	concatenateUsersOnTarget	fillOF	Updating targeting values on the related accounts and contacts records if the Advanced Target Frequency Logic in the custom settings is enabled.
cloneTargetFrequencyBySegment	cloneTFbyS	If there is a marketing cycle which does not have a Target Frequency record that meets the following requirements: the CTPHARMA__AccountId__c field related to the Target Frequency for which a trigger is called has a link to the Account and/or a link to the Contact in the CTPHARMA__ContactId__c, related to the Target Frequency. The OwnerId field has a link to a user related to the Target Frequency for which a trigger was called. the UserDivision field value equals the value of the owner’s division (OwnerId) of the Target Frequency for which a trigger is called. If any of the conditions are not met, a clone of a Target Frequency, for which a trigger was called, is created and the current Marketing Cycle Id is added to the CTPHARMA__MarketingCycleId__c field.
After Update[au]	concatenateUsersOnTarget	fillOF	Updating targeting values on the related accounts and contacts records if the Advanced Target Frequency Logic in the custom settings is enabled.
After Undelete[aud]	concatenateUsersOnTarget	fillOF	Update of the targeting values on related Accounts and Contacts records if the Advanced Target Frequency Logic in the Custom settings is enabled.

Context

Method

Codename

Description

Before Insert[bi]

fillOwnerField

fillOF

Update of the OwnerId field value in the CTPHARMA__OwnerId__c field.

setPersonalCycles

setPC

Creating association for a Marketing Cycle object record that is related to a user of Target Frequency specified in the OwnerId field.

fillDetailsField

fillDF

Creating association on the Marketing Cycle Detail object record with the Call Rate record type depending on the previously selected Marketing Cycle and account or contact category.

Before Update[bu]

fillOwnerField

fillOF

Update of the OwnerId field value in the CTPHARMA__OwnerId__c field.

setPersonalCycles

setPC

Creating association for a Marketing Cycle object record that is related to a user of Target Frequency specified in the OwnerId field.

fillDetailsField

fillDF

Creating association on the Marketing Cycle Detail object record with the Call Rate record type depending on the previously selected Marketing Cycle and account or contact category.

Before Delete[bd]

concatenateUsersOnTarget

fillOF

Updating targeting values on the related accounts and contacts records if the Advanced Target Frequency Logic in the custom settings is enabled.

After Insert[ai]

concatenateUsersOnTarget

fillOF

Updating targeting values on the related accounts and contacts records if the Advanced Target Frequency Logic in the custom settings is enabled.

cloneTargetFrequencyBySegment

cloneTFbyS

If there is a marketing cycle which does not have a Target Frequency record that meets the following requirements:

the CTPHARMA__AccountId__c field related to the Target Frequency for which a trigger is called has a link to the Account and/or a link to the Contact in the CTPHARMA__ContactId__c, related to the Target Frequency.
The OwnerId field has a link to a user related to the Target Frequency for which a trigger was called.
the UserDivision field value equals the value of the owner’s division (OwnerId) of the Target Frequency for which a trigger is called.

If any of the conditions are not met, a clone of a Target Frequency, for which a trigger was called, is created and the current Marketing Cycle Id is added to the CTPHARMA__MarketingCycleId__c field.

After Update[au]

concatenateUsersOnTarget

fillOF

Updating targeting values on the related accounts and contacts records if the Advanced Target Frequency Logic in the custom settings is enabled.

After Undelete[aud]

concatenateUsersOnTarget

fillOF

Update of the targeting values on related Accounts and Contacts records if the Advanced Target Frequency Logic in the Custom settings is enabled.