Vision KPI Field Reference

The Vision KPI record type is responsible for the required KPIs that should be applied to the photo report of the visit.


Record Type API Name: VisionKPI


The following fields must be created on the Vision Settings object for this record type:

Field API Name Type Description

Label

clm__Label__c

Text(255)

Set the setting name to distinguish which products' KPIs are calculated, for example, Lotions.

KPI

KPI__c

Text(255)

Set the goal KPI value.

Object

clm__Object__c

Text(255)

Specify the API name of the object to apply the setting, for example, CTCPG__Activity__c.

Object Record Type

clm__ObjectRecordType__c

Text(255)

If needed, specify the API name of the record type for the object in the clm__Object__c field to apply the setting for the corresponding record type.

Type

clm__Type__c

Picklist

Select the type of the required KPIs:

Values must be manually created by the administrator.

  • Amount

  • Percent

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