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In the Event Settings section: Data Format: Legacy. In the Trigger Events subsection: In the Envelope and Recipients list, select all available checkboxes. In the Include Data list, select checkboxes: Time Zone Information; Envelope Voided Reason; Document fields; In the Associated Users/Groups section: Click Select Users/Groups to include. Select your account. In the Integration and Security Settings section: Select Include Basic Authentication Header checkbox. Fill in the User Name and Password fields. It does not have to be username and password from your DocuSign account, you can specify any username and password. But they must match the username and password you will specify in the DocuSign Connect tab. Click Add Configuration. Go to Setup → CSP Trusted Sites. Click on AWS. Click Edit. In the CSP Directives section, select all checkboxes. Click Save. Go to CT Sign Control Panel → CT Sign App. In the Application Url field, specify the path https://sign.customertimes.com and click Connect. On the next page, enter your Salesforce credentials and log in. Allow CT Sign to access your data and perform requests. If successful, you will be redirected to the CT Sign app tab, and the token to access the Application Service will be added to the protected Sign Credentials custom setting. Please re-enter DocuSign parameters after promoting your integration key from your developer account to a production DocuSign account. Documents sent from the developer DocuSign account are not legally binding and are watermarked. Go to CT Sign Control Panel → DocuSign App. Enter keys of the DocuSign app in the DocuSign account: Client Id. Client Secret. Client Private Key. The value should be entered with the specific header and -----BEGIN RSA PRIVATE KEY----- and -----END RSA PRIVATE KEY-----. Select the Production checkbox if you use the DocuSign production account. Click Send. If you see an error message, add http://localhost:5000/auth/docusign/callback as a second redirect URI in the DocuSign App configuration and try again. On the new page, enter your credentials of the developer or production DocuSign account. Allow CT Sign to access your data and perform requests. If successful, you will be redirected to the DocuSign App tab. On the DocuSign Connect tab, specify the following to receive the current status of the document sent to sign in the DocuSign: Go to CT Sign Control Panel → DocuSign Connect. Enter the Username and Password of the DocuSign Connect. Click Connect. The setup is complete.","title":"5. Connect Salesforce with the Application Service and DocuSign","component":"ctsign","version":"","name":"connect-salesforce-with-the-application-service-and-e-signature-provider","url":"/ctsign/admin-guide/connect-salesforce-with-the-application-service-and-e-signature-provider.html","titles":[{"text":"1. Save 18-character Code of your Salesforce Organization","hash":"h2_1758912760","id":1},{"text":"2. Create DocuSign Account and Set Up Connect Configuration","hash":"h2_1605320361","id":2},{"text":"3. Connect the Salesforce Instance with the Application Service","hash":"h2_1289993850","id":3},{"text":"4. Connect DocuSign App","hash":"h2_327227725","id":4},{"text":"5. Send Authentication Data to DocuSign","hash":"h2_1383675368","id":5}]},"82":{"id":82,"text":"Table of Contents Prerequisites Create a Template After creating libraries, assigning members to them, and creating record types, create templates and specify their availability. User Permissions: The Salesforce CRM Content User checkbox should be selected on the required User record. You can check it by going to Setup → User → Users → Your User Account. The user should have access to at least one of the workspaces listed in the Sign Settings record with the Library Setting record type. The user should have access to the following Apex classes: TemplateEditorCommonController TemplateEditorController TemplateObjectsSetting TemplateSelectionAuraController To use the No Auth option for a template, the user should have the following custom permission: Label: CTSign Allow Disability 2FA In Templates Name: CTSign_Allow_Disability_2FA_In_Templates Get familiar with the Template Editor features. Go to the Template Editor tab. Click the New Document button. Also, you can select an existing template and click Next to edit it. On the Create new document page, specify the following: Folder: select Library for document templates you have previously created. Select Sign for SObjects: select Simple or DocuSign sign type. CT Mobile Windows supports only the Simple sign type. Select Object for template: select according to the Sign Settings record with the Object Setting record type. If enabled and needed, select the available record types. For our example, choose Account as the only available option. Title. Select Record Types. Optionally, specify the description. Click Next. Fill out the template. The maximum size of the template is 10 MB. We recommend using small images (logos, product photos, or graphic elements in the header and footer) so that the size of the template does not exceed 1-2 MB. If needed, you can edit the source of the template by clicking the Source button. For example, when you need to edit a child table (add fields, rename columns etc.): Add the Signature button for each signer: Simple sign type DocuSign sign type Click button. Fill out the form: Title (example: Signature-User1). Signatory type: User or Contact. If you selected Contact type, fill in the following fields: Signatory source type: List. Signatory Source Reference: Reference. Select Signatory: Parent Account ID Contacts. Signature type: Handwritten Signature. X-Offset, Y-Offset: set the button position in pixels relative to the left top corner. Signature Require Notification, Document Signed Notification: Email Templates. Click OK. Click Save. Click button. Fill out the form: Title (example: Signature-User1). Signatory type: User or Contact. If you selected Contact type, fill in the following fields: Signatory source type: List. Signatory Source Reference: Reference. Select Signatory: Parent Account ID Contacts. Signature type: Electronic. Signature Place: select Email to sign documents in Salesforce and Device to sign documents on a mobile device. Authorization Type: SMS, Phone to ask confirmation during the sign process. No Auth if no confirmation is required. X-Offset, Y-Offset: set the button position in pixels relative to the left top corner. Signature Require Notification, Document Signed Notification: Email Templates. Click OK. Click Save. The template is created.","title":"4. Create a New Template","component":"ctsign","version":"","name":"create-a-new-template","url":"/ctsign/admin-guide/create-a-new-template.html","titles":[{"text":"Prerequisites","hash":"h2_549128247","id":1},{"text":"Create a Template","hash":"h2_296611947","id":2}]},"83":{"id":83,"text":"The Administrator guide contains detailed instructions on how to deploy and configure the CT Sign solution for further use according to your requirements. 1. Install the CT Sign Package. 2. Managе CT Sign Licenses. 3. Configure the CT Sign Package. 4. Create a New Template. 5. Connect Salesforce with the Application Service and DocuSign. 6. Sign a Document: Salesforce Side. 7. Sign a Document: the CT Mobile app.","title":"Administrator Guide","component":"ctsign","version":"","name":"index","url":"/ctsign/admin-guide/index.html","titles":[]},"84":{"id":84,"text":"To install the CT Sign managed package: Contact the Customertimes team to obtain a direct link for the CT Sign managed package installation: in your sandboxes; in your production environment. Log in to Salesforce. Select the security level of installation. It is recommended to select Install for Admins Only security level. Admin can set the permissions for specific users after the package installation. Select the checkbox to confirm the installation of a non-Salesforce application. Click Install. Approve third-party access by selecting a checkbox and clicking Continue. Click Done. It will take some time for the CT Sign package to install. You will receive the email at the specified email address when the process is finished. Check that the Application remote site is active. Go to Setup → Security → Remote Site Settings → check if the Active checkbox is selected next to Application. Assign the CT Sign license to users. If you use the e-signature provider, wait for 10-15 minutes after installation until security politics are applied, and then set up the connection on the CT Sign Control Panel tab.","title":"1. Install the CT Sign Package","component":"ctsign","version":"","name":"installing-the-ct-sign-package","url":"/ctsign/admin-guide/installing-the-ct-sign-package.html","titles":[]},"85":{"id":85,"text":"Table of Contents Grant Access to Users Restrict Access to Users The administrator can grant or restrict access to users who can use the CT Sign package functionality by managing licenses. If the CT Sign package was installed with the For All option, the Manage License button will not be displayed, and you can skip this step. To select users who can use the CT Sign package functionality: Go to Setup → Apps → Packaging → Installed Packages. Click Manage Licenses next to CT Sign. Click the Add Users button. The Add Users page opens. Select users from the Available Users list. Click Add. Also, you can click Add All Users if you want to grant access to all users. Selected users appear in the list of users who have access to the CT Sign package. To restrict access to the user(s): Go to Setup → Apps → Installed Packages. Click Manage Licenses next to CT Sign. Click Remove Multiple Users. Also, you can remove a single user by clicking Remove next to the user’s Full Name. Select users from the Available Users list. Click Remove. Also, you can click Remove All Users if you want to restrict access to the package for all users. The user(s) are removed from the list of users who have access to the CT Sign package.","title":"2. Managе CT Sign Licenses","component":"ctsign","version":"","name":"managing-ct-sign-licenses","url":"/ctsign/admin-guide/managing-ct-sign-licenses.html","titles":[{"text":"Grant Access to Users","hash":"h2_1491098279","id":1},{"text":"Restrict Access to Users","hash":"h2_1361513113","id":2}]},"86":{"id":86,"text":"This article is applicable only if you use template with the DocuSign sign method. Simple sign method supports only signing in the CT Mobile app. To sign a document: Open a record of the Object to Sign. For example, if you added Account as an object to sing, open the Accounts tab. Click the picklist on the right and select Form Document. The page with the signing details opens. If you use a custom object, manually create and add this button to the page layout. Select one of the available templates from the picklist. If you do not see templates in the picklist, the cause may be that this Account object has been created before creating Record types. Use the Change Record Type button on the Account object page or create a new Account object. According to the template, select one or more signatories to sign a document. If empty, add their e-mail and phone number. Click Generate PDF. The notification appears, and the PDF document based on the selected HTML template is displayed under signatories. If signatories are not displayed and the Generate PDF button is inactive, make sure that Layout settings are properly configured. Click Sign Document to send the PDF document for signing via DocuSign. According to the specified signatory place, a signatory receives an email from DocuSign to review and sign a document. Follow the link. The user who is selected as an associated user will receive emails at each step of the signing process. According to the specified authorization type, a signatory may need to confirm his action by SMS or phone. Click Continue. Review the document and click Sign. Adopt your signature and click Adopt and Sign. The document is signed. Signatories receive the completed document by email. The document is stored within the linked production DocuSign account. In Salesforce, the Sign Document record with the signed PDF document is linked to the record that started the signing process.","title":"6. Sign a Document: Salesforce Side","component":"ctsign","version":"","name":"sign-a-document-salesforce-side","url":"/ctsign/admin-guide/sign-a-document-salesforce-side.html","titles":[]},"87":{"id":87,"text":"There is a list of current limitations: CT Mobile Windows supports only a simple signature. The Proof of Consent signature type is currently unavailable for CT Mobile iOS users. A legally binding signing is supported only via the DocuSign provider after the go-live process. Documents sent from the developer DocuSign account are not legally binding and are watermarked. To avoid incorrect work, do not specify the same signatory for several Sign Document buttons on a template. E-mail templates are supported only in Salesforce. Please follow these rules when naming a document to sign: use the Latin alphabet; use digits, blank spaces, underscores, hyphens, parentheses, and periods if needed; keep the length from 1 to 120 characters.","title":"CT Sign Current Limitations","component":"ctsign","version":"","name":"ct-sign-current-limitations","url":"/ctsign/news/ct-sign-current-limitations.html","titles":[]},"88":{"id":88,"text":"Table of Contents CT Sign 2.0 for CT Mobile 2.6 CT Sign 2.0 for CT Mobile 2.5 CT Sign 2.0 for CT Mobile 2.4 Here you could find a CT Sign feature, the link to the corresponding article, and the CT Mobile version in which the feature is available. Add the CT Sign module to the CT Mobile iOS app to have the ability to sign documents on the mobile device. Templates: Support fields of the Date and Formula types. For localization purposes, the ability to use a custom label for the Sign Document button. Salesforce tables: Support of several Salesforce tables on a template. Titles of columns now display labels for selected fields instead of their API names. Fixed filling out status and date of signing for the completed documents on the device. Fixed attaching a signed document. The signed document is available on the Files tab on the appropriate object. Sign documents offline using a simple signature. All signatories must sign the document, or it will not be saved. The document may not need to be signed when generated based on a template without the Signature button(s). The finished document will be saved in the Files section of the parent object and the Sign Document object. Add the handwritten signature, select a photo from the device gallery, or take a new one with the signature. When creating a template in the Template Editor, use Salesforce Table for displaying values from the related records. Only documents from the specified workspaces will be downloaded on the mobile device. Add CT Sign to the menu to sign documents in the CT Mobile app. Templates available for the mobile user are automatically downloaded. The Sign Document records available for the mobile user are automatically downloaded. The ability to create a document on the Account, Contact, or Activity record via the Sign Document button. The ability to sign documents with a legally binding signature: Sign a document with the e-mail or SMS verification. Sign a document with the Phone or SMS verification via an in-app browser (embedded signing). Support signing documents in the CT Mobile app in case of internet connection loss.","title":"CT Sign for CT Mobile iOS Release Notes","component":"ctsign","version":"","name":"ct-sign-for-ct-mobile-ios-release-notes","url":"/ctsign/news/ct-sign-for-ct-mobile-ios-release-notes.html","titles":[{"text":"CT Sign 2.0 for CT Mobile 2.6","hash":"h2_523563164","id":1},{"text":"New Features and Improvements","hash":"h3_1590465207","id":2},{"text":"Fixes","hash":"h3_892195453","id":3},{"text":"CT Sign 2.0 for CT Mobile 2.5","hash":"h2_523563167","id":4},{"text":"New Features and Improvements","hash":"h3_1642576463","id":5},{"text":"Fixes","hash":"h3_649865195","id":6},{"text":"CT Sign 2.0 for CT Mobile 2.4","hash":"h2_51713154","id":7},{"text":"New Features and Improvements","hash":"h3_2016045752","id":8}]},"89":{"id":89,"text":"Here you could find a CT Sign feature, the link to the corresponding article, and the version of CT Mobile in which the feature is available. Add the CT Sign module to the CT Mobile Windows app to have the ability to sign documents on the mobile device. Add CT Sign to the menu to sign documents in the CT Mobile app. Templates available for the mobile user are automatically downloaded. The Sign Document records available for the mobile user are automatically downloaded. The ability to create a document on the Account, Contact, or Activity record via the Sign Document button. The ability to sign documents with a simple signature. The document must be signed by all contacts, otherwise, it will not be saved. Add the handwritten signature or select a photo with the signature from the device gallery.","title":"CT Sign for CT Mobile Windows Release Notes","component":"ctsign","version":"","name":"ct-sign-for-ct-mobile-windows-release-notes","url":"/ctsign/news/ct-sign-for-ct-mobile-windows-release-notes.html","titles":[{"text":"CT Sign 2.0 for CT Mobile 1.3","hash":"h2_523563194","id":1},{"text":"New Features and Improvements","hash":"h3_1642576463","id":2}]},"90":{"id":90,"text":"Table of Contents The CT Sign package v. 1.29 '23 The CT Sign package v. 1.28 '23 The CT Sign package v. 1.13 Autumn '21 The CT Sign package v. 1.12 Spring '21 The CT Sign package v. 1.10 Spring '21 Here you could find a feature, the link to the corresponding article, and the version of the CT Sign package in which the feature is available. Previously, if at least one of the templates had a related ContentVersion object record with specific package fields set to null, the list of available templates was empty (even templates, which are properly set, were not displayed). Now, templates with undefined fields are not displayed, and templates with proper settings are displayed in the list. Templates: The No Auth option is added for the Authorization Type of the Signature button when using the DocuSign sign type. If specified, no confirmation will be required during the signing process. Previously, during the signing, it was impossible to select a template, for which no record type is specified. Now, such template will be available for all object record types and can be selected. Some read-only attributes, specified on the Form Document layout, were available for editing. Now, all read-only attributes cannot be edited during the signing process. Some required attributes, specified on the Form Document layout, could be ignored during the signing process. Now, all required attributes must be filled out to complete the signing process. Fixed displaying date and time on the generated PDF document instead of just date. The Save Draft button has been removed from the Form Document page, because it does not launch any action. Template Editor supports the Salesforce table. Use the Salesforce table to display values from the fields of the selected object according to the criteria. The rows of the table are filled out with real values from the selected object when you start to sign a document. If the field is empty, the marker will be replaced with a blank space. When the EU Advanced signature type is selected for the Signature button: to verify the signatory, use either the Email or Device option as the Signatory Place. Previously, only the Device option was available. SMS confirmation is used as the Authorization Type. Previously, authorization types were not used. The revised object model provides a better user experience and performance. The CT Sign Control Panel is used to connect the Salesforce organization with the Application Service and e-signature provider. Integration with the DocuSign provider. The Application Service for sending the transaction statuses and signed documents. The Template Editor is used as a comprehensive tool for creating templates and setting up signatories for documents being signed. Define libraries for storing templates and signed documents. Set up objects to sign and, optionally, the required record types. Specify the User or Contact object as the signatory for the sign button. Tap the Form Document button to generate a PDF based on a template to sign a document. Сustomize layouts to view all required info. The ability to convert an HTML template to a PDF document. The ability to save the generated PDF locally. Error validation: integration with the e-signature provider, filling of fields, and selecting a signatory. Validation of the template availability according to the record type if it was specified for the selected template. Other features The Batch_DocumentSender Apex class is designed to complete the document signing process launched in the CT Mobile app if the internet connection has been lost on the mobile device. The Apex class will operate every 15 minutes. The new Complete on Device status is set if the document signing process has been finished in the CT Mobile app. The SignDocumentProcess trigger will attach the signed document to the Sign Document record according to this status. Notification for the processes launched by clicking Generate PDF and Sign Document buttons.","title":"CT Sign Package Release Notes","component":"ctsign","version":"","name":"ct-sign-package-release-notes","url":"/ctsign/news/ct-sign-package-release-notes.html","titles":[{"text":"The CT Sign package v. 1.29 '23","hash":"h2_644677997","id":1},{"text":"Fixes","hash":"h3_1117270046","id":2},{"text":"The CT Sign package v. 1.28 '23","hash":"h2_2022207603","id":3},{"text":"New Features and Improvements","hash":"h3_1221479694","id":4},{"text":"Fixes","hash":"h3_1014887477","id":5},{"text":"The CT Sign package v. 1.13 Autumn '21","hash":"h2_216632692","id":6},{"text":"New Features and Improvements","hash":"h3_1958571322","id":7},{"text":"The CT Sign package v. 1.12 Spring '21","hash":"h2_1232987765","id":8},{"text":"New Features and Improvements","hash":"h3_1709842500","id":9},{"text":"The CT Sign package v. 1.10 Spring '21","hash":"h2_1887409335","id":10},{"text":"New Features and Improvements","hash":"h3_1642576463","id":11}]},"91":{"id":91,"text":"Welcome to CT Sign News! Here you can find out about new features, improvements, and fixes: explore the detailed Release Notes for each delivered version of our product. CT Sign Package Release Notes CT Sign for CT Mobile iOS Release Notes CT Sign for CT Mobile Windows Release Notes CT Sign Current Limitations Salesforce Updates","title":"News","component":"ctsign","version":"","name":"index","url":"/ctsign/news/index.html","titles":[]},"92":{"id":92,"text":"CT Sign Control Panel is a Visuaforce page applied to connect the Salesforce organization with the Application Service and an e-signature provider. Get familiar with the architecture o the CT Sign solution to understand the document signing flow. On the CT Sign app tab, connect the Salesforce Instance with the Application Service. This setting is applied only once. On the DocuSign App tab, specify the integration key and OAuth 2.0 tokens of the DocuSign app. On the DocuSign Connect tab, enter your DocuSign Connect credentials to receive statuses of requests, such as Signed, Rejected, etc. Read the Create and Set Up the DocuSign Account article to create a DocuSign app, obtain the required values and the DocuSign Connect credentials. Please re-enter DocuSign parameters after promoting your integration key from your developer account to a production DocuSign account. Documents sent from the developer DocuSign account are not legally binding and are watermarked.","title":"CT Sign Control Panel","component":"ctsign","version":"","name":"ct-sign-control-panel","url":"/ctsign/ref-guide/ct-sign-control-panel.html","titles":[]},"93":{"id":93,"text":"The Reference Guide contains articles with detailed CT Sign components overview and custom objects' fields description. CT Sign Control Panel Custom Settings and Objects Template Editor Feature Reference","title":"Reference Guide","component":"ctsign","version":"","name":"index","url":"/ctsign/ref-guide/index.html","titles":[]},"94":{"id":94,"text":"Table of Contents Available Features Salesforce Fields Salesforce Table Create a Signature button Template Editor is intended to create and edit HTML-based templates for documents being signed. It has several sections grouped by functionalities. Template Editor is based on the open-source project, CKEditor 5. To view the basic features, go to the CKEditor 5 Documentation portal. Also, there are dedicated Salesforce-specific features. If you want to add your HTML template, use the 18-digit IDs for these images. Add a marker to display the value of the selected field of the object to sign. A marker will be replaced by the value of the indicated field while forming a document. If the required field is empty, the marker will be replaced with a blank space. To add a field: Click the Salesforce Field button – . Select an available field in the Field token to Insert picklist. Click OK. The Salesforce field is added. On the template layout, the API name of the field is shown. Salesforce table allows displaying values from the fields of the related object. The rows of the table are filled out with the Value word during the editing of a template and replaced with real value while forming a document. If the related field of the object’s record is empty, the marker will be replaced with a blank space. Use the Salesforce table to display Salesforce data in a document for signing according to the specified conditions. Click the Salesforce table icon. Fill in the information: Define Columns, Width and Height, and the size of the outside Borders. Define the space between cells in Cell spacing and a cell height in Cell padding. Define the Alignment of the text in the table. Add the table name in the Caption. Add a description in the Summary. The description will not be shown in a template. Select the object from which the values will be added to the table. On the Salesforce Table Properties tab: In the objectCondition field, enter a SOQL filter to display only eligible records of the selected child object. In the showCondition field, enter a SOQL filter to display the Salesforce table only on the matched records of the parent object. Click OK. The table is added to the template. To define fields that will be displayed in the Salesforce table, click the Source button and edit the HTML code. For example, to define 3 headers (Delivery Date, Address, Total Price), insert the following code:
Delivery
Delivery Date
Address
Total Price
As a result, you will get the following: Click OK. The Salesforce table is set. Here are some examples: SOQL filter to output the template only to the matching contacts of the parent Organization record.
SOQL filter to display the table only on matching Visit records.
The Signature button should be specified for each signer to the template. The selected parameters of the button will affect the list of available signers, signature type, authorization type, etc. The list of parameters that should be specified: Parameter Description Signatory Title The button name is displayed on the generated PDF document. Signatory Type Select the object to add as a signatory. Available values: Contact: the Contact record; User: the User record specified in the OwnerId field of the selected record of the object to sign. Signatory Source Type Available when Contact is selected as Signatory Type. Available values: Field: if there is only one signatory linked to the record of the object to sign via the Signing Contact field on the Account object; List: select a signing contact from the picklist of all available contacts of the Contact from the Signatory Type field. Signatory Source Reference It defines with which object the signatory is associated. Available values: Direct: a link via the reference field on the Account object. Reference: one or more signatories are linked to the record of the parent object of the object to sign via the reference field, for example, Parent Account ID Contacts. Select Signatory Select a field that stores the signatory records according to the Signatory Source Reference value: for Direct: the Signing Contact field. for Reference, select one of the available fields: Parent Account ID Contacts Owner ID Contacts Signing Contacts Contacts Signature Type Select a verification type. Available values: without an e-signature provider: Handwritten signature Proof of Consent Currently, this type is not available for CT Mobile iOS users. using an e-signature provider provides two types of legally binding signatures: Electronic: simple electronic signature with the additional verification by SMS/Phone; EU Advanced: advanced electronic signature under EU Regulation No 910/2014. Signature Place Available when the Provider is DocuSign. Select how to confirm the signature. Available values: Device: via the in-app browser of the CT Mobile app (embedded signing). NOTE: If there is no internet connection, a mobile user cannot use the embedded signing. To learn more, go to Handle Offline Flow. Email Authorization Type Available when the Provider is DocuSign. Select how to authorize a signatory. Available values: SMS Phone Not applied when Signature Type is EU Advanced. No Auth (authorization is not required) Image Width, px Available when the Provider is Simple. Specify the width of the attached signature. Image Height, px Available when the Provider is Simple. Specify the height of the attached signature. X-Offset Required when the Provider is DocuSign. The horizontal indent. Y-Offset Required when the Provider is DocuSign. The vertical indent. Notification Signature Require Notification The template title according to which the notification letter is generated with signing demand. Document Signed Notification The template title according to which the letter is generated with the notification about signing. Table 1. test Header 1 Header 2 Header 3 Column 1, row 1 Column 2, row 1 Column 3, row 1 [.highlight-row] Column 1, row 2 Column 2, row 2 Column 3, row 2 Column 1, row 3 Column 2, row 3 Column 3, row 3","title":"Template Editor Feature Reference","component":"ctsign","version":"","name":"template-editor-feature-reference","url":"/ctsign/ref-guide/template-editor-feature-reference.html","titles":[{"text":"Available Features","hash":"h2_1619883740","id":1},{"text":"Salesforce Fields","hash":"h3_2142589530","id":2},{"text":"Salesforce Table","hash":"h3_99476489","id":3},{"text":"Create a Signature button","hash":"h3_1829063711","id":4}]},"95":{"id":95,"text":"Table of Contents Add the Form Document Button to the Custom Object Add Sign Document object as a Related List to a Custom Object To start document signing, go to the desired object and click the Form Document button. By default, the Form Document button is available for the Account and Contact objects. To add the Form Document button to the Custom Object page layout: Go to Setup → Object Manager. Click the desired custom object. Go to Buttons, Links, and Actions. Click New Button or Link. Enter the following: In the Label field, type Form Document. The Name field will be automatically filled out with the Form_Document value. For Display Type choose Detail Page button. In the Select Field Type list select your Custom Object. In the code window, add the code listed below: /apex/ctsign__SignatoryList?sobject=CustomObject__c&id={!CustomObject__c.Id} Instead of CustomObject__c, specify the API name of the desired custom object. Please note that the ! sign is mandatory before the custom object name. Click Save. Go to Setup → Object Manager → *click the desired custom object → Page Layouts → click Edit next to the required page layout. Click Mobile & Lightning Actions and drag and drop the Form Document button on the page layout. Mobile & Lightning Actions may be locked for editing by Salesforce and prevent. If yes, click the override the predefined actions link. Click Save. The Form Document button is created and added to the Custom Object page layout. You can view and share signed documents on the custom object records in the CT Mobile application. To do that, add the Sign Document object as a related list to a custom object. For example, to work with signed documents in CT Orders records, create a lookup relationship between orders__Order__c and ctsign__SignDocument__c objects. After that, you will see the *Sign Documents * tab in the CT Orders records and will be able to share the documents. Please note that: Documents signed by Simple Sign will be available for sharing immediately. Documents signed by DocuSign online will be available after performing the fast synchronization. Documents signed by DocuSign offline will be available: In Salesforce: as soon as all signatories sign the document. In the mobile application: after all signatories sign the document and after performing the fast synchronization.","title":"3.1 Create and Add the Form Document button to the Custom Object","component":"ctsign","version":"","name":"create-and-add-the-form-document-button-to-the-custom-object","url":"/ctsign/admin-guide/configuring-the-ct-sign-package/create-and-add-the-form-document-button-to-the-custom-object.html","titles":[{"text":"Add the Form Document Button to the Custom Object","hash":"h3_1711999155","id":1},{"text":"Add Sign Document object as a Related List to a Custom Object","hash":"h3_845986478","id":2}]},"96":{"id":96,"text":"Table of Contents 1. Add Objects 2. Add Accounts and Contacts 3. Specify Libraries 4. Create the Layout settings To use the CT Sign functionality, consequently perform actions listed below: In this article, Account object is used as an example of the object to sign documents. You can use any object for signing documents, including custom objects. In this case, add the Form Document button for the custom object. Assign permissions for the current user to the following record types of the Sign Settings object: Layout Setting Library Setting Object Setting Create a separate record for each required object. To specify an object for which users can create templates and sign documents: Go to Sign Settings and click New. Select the Object Setting record type and click Next. Specify the API name of the object to sign. Click Save. On the Sign Document object, create a field with the Lookup type to the object from step 3 to link the signed document with the specific object: If you use the Account object for signing, you can skip this step, as the required lookup connection for this object is already created in the CT Sign package. Go to Setup → Object Manager → the Sign Document object → Fields and Relationships. Click New. Select Lookup Relationship data type and click Next. In the Related To picklist, select your specific object and click Next. In the Field Label and Field Name fields, type in Account and click Next. Select the Visible checkbox to enable checkboxes for the required profiles and click Next. On the next step, click Next, Next, and Save. Add at least one Account with associated Record type to sign documents. Go to Accounts tab. Click New. Fill out the form (at least required fields). Click Save. The page with just created account will be opened. In the Contacts section, click New. Fill out the form (at least Salutation, First Name and Last Name). Click Save. Add a record type to the Account object: Go to Setup → Object Manager. Open the Account object. Click Record Types. Click New. Fill in Record Type Label and Record Type Name fields, for example, Pharmacy. Click Next. From the Select Page Layout picklist, choose Account Layout. Click Save. To use CT Sign templates, it is necessary to specify desired libraries as workspaces for storing document and email templates. To have access to libraries and the ability to share them using sharing rules, create and assign the CT Sign role to administrators and users. To specify libraries as workspaces for CT Sign templates: Create libraries and specify library members: Go to Files → Libraries. Click New Library. In the Name field, type the library name (for example, Document Templates). Click Save. Find the created library in the Libraries list, click and select Manage Members. In the dialog window, Add Members who must have access to templates in this library and assign them the Viewer permission. Click and to switch between adding public groups or certain users. Click Add. In the same way, create a new library for signing documents by email (for example, with the name Email Templates) and specify its members. Go to Sign Settings and click New. Select the Library Setting record type and click Next. In the Type field, select Document Templates. In the Workspaces field, specify desired libraries to store templates of the selected type (separated by a comma, without a blank space). Click Save. Repeat steps 2–6 to create Library Setting record type with Type = Email Templates. Layouts are used to display data about the object to sign and data about signatories. Create layouts for each object that is used for signing. Below is an example for creating layouts for Account, Contact, and User objects. To set up a layout: Go to Sign Settings and click New. Select the Layout Setting record type and click Next. Specify options: Parameters listed below are just a working example. You can specify your own parameters for Account, User, Contact and other objects, which are used for signing. For Account object For User object For Contact object Type: Header Object: Account Fields To Display: Name,Industry Required Attributes: true,false Read Only Attributes: true,true Type: List Object: User Fields To Display: FirstName,LastName,Email,Phone Required Attributes: true,true,false,false Read Only Attributes: true,true,false,false. Type: List Object: Contact Fields To Display: FirstName,LastName,Email,Phone Required Attributes: true,true,false,false Read Only Attributes: true,true,false,false Click Save. The setup is complete.","title":"3. Configure the CT Sign Package","component":"ctsign","version":"","name":"index","url":"/ctsign/admin-guide/configuring-the-ct-sign-package/index.html","titles":[{"text":"1. Add Objects","hash":"h2_236049169","id":1},{"text":"2. Add Accounts and Contacts","hash":"h2_1882524551","id":2},{"text":"3. Specify Libraries","hash":"h2_1469899678","id":3},{"text":"4. Create the Layout settings","hash":"h2_283394407","id":4}]},"97":{"id":97,"text":"Table of Contents 1. Add CT Sign to the Menu 2. Add the Sign Document button in the Actions Menu 3. Grant User Permissions to CT Sign Objects Available since CT Mobile 2.4. To add the CT Sign to the CT Mobile application: To add the CT Sign module to the app menu: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. Click the button to open the Add menu item tool. Select the Sign item. Click Add to close the Add menu item tool. Specify the position of the CT Sign module in the app menu by dragging the items in the list. Click Save. Launch synchronization in the CT Mobile app. The CT Sign module is now available in the CT Mobile app. The Sign Documents menu item with available for the mobile user records is added to the app menu. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the All or Integrations tab, select the Sign item. Click Save. The CT Sign module is now available in the CT Mobile app. The Sign Documents menu item with available for the mobile user records is added to the app menu. To display the Sign Document button in the Actions combo menu on the object record screen: There should be a Sign Settings record with the Object Setting record type for the required offline object. There should be templates: available for the mobile user; with Sign Document button to sign on the mobile device (Signature Place: Device) or by email (Signature Place: Email); available for the offline object, and, optionally, for its specific record type; If necessary, create a new template and then launch synchronization in the CT Mobile app. To override the translation of the Sign Document button, create a new custom label for the CTM_Layout_Button_SignDocument name. The mobile user should have access to the following Apex class: ApplicationConnectorRest. The Sign Document menu item will be added automatically to the left menu. The mobile user should have access to objects and fields required for proper work with CT Sign. Object API Name Field API Name Required Access for User Comments ctsign__SignSettings__c Read ctsign__FieldsToDisplay__c Read ctsign__Object__c Read ctsign__ReadOnlyAttributes__c Read ctsign__RequiredAttributes__c Read ctsign__Types__c Read ctsign__Workspaces__c Read Only documents from the specified workspaces will be downloaded on the mobile device. ctsign__SignDocument__c ctsign__FailedMessage__c Read ctsign__RejectionDate__c Read ctsign__SignDate__c Read ctsign__Status__c Read ctsign__TransactionId__c Read","title":"7.1 Add the CT Sign to the CT Mobile app","component":"ctsign","version":"","name":"add-the-ct-sign-to-the-ct-mobile-app","url":"/ctsign/admin-guide/sign-a-document-the-ct-mobile-app/add-the-ct-sign-to-the-ct-mobile-app.html","titles":[{"text":"1. Add CT Sign to the Menu","hash":"h2_1079380618","id":1},{"text":"2. Add the Sign Document button in the Actions Menu","hash":"h1_1946616521","id":2},{"text":"3. Grant User Permissions to CT Sign Objects","hash":"h2_842279340","id":3}]},"98":{"id":98,"text":"Table of Contents Sign a Document with a Simple Signature Sign a Document with a Legally Binding Signature Sign a Document on a Mobile Device Sign a Document by Email Handle Offline Flow Handle Online Flow Handle Errors Document Storage To sign documents with a simple signature, the Simple provider should be set for a template. One of the following options should be specified in the Signatory Type field on the template. In the case of a Handwritten signature, add the signature manually in the signature pop-up. In the case of Proof of Consent, select a photo from the device gallery or take a new one. This type is currently unavailable for CT Mobile iOS users. To sign a document: Tap the object to sign in the left menu. Select a record in the left record list. In the Actions menu, tap the Sign Document button. Select the required template from the list. In the open template, tap the Signature button to sign a document. In the case of several signatories, each of them should do one of the following actions: manually add a signature in the corresponding pop-up; select a photo with the signature from the device gallery; take a photo with the signature. Click the Finish button. The document is signed, and the confirmation is displayed. The document will be successfully signed only when all required fields are filled out. All signatories should add their signatures to the template. When a document is successfully signed, the Sign Document record with the Completed on device status is created. On the related Object record, the ContentVersion record with the generated PDF is created in the Files section. The document may be generated based on a template without the Signature button(s). In this case, the finished document will also be saved in Files. Learn more about records related to the Sign Document record. Available for CT Mobile iOS users. To sign documents with a legally binding signature, the DocuSign provider should be set for a template. The Device option should be selected in the Signatory Place field via adding the Signature button on the template. To sign a document: Tap the object to sign in the left menu. Select a record in the left record list. In the Actions menu, tap Sign Document. Select the required template from the list. In the opened template, tap the Signature button to select the signatory (if there are many). Tap Sign Document. If the authentication type was selected for the template, wait until the DocuSign Authentication window opens in the app-browser window. According to the authorization type, tap Send code or wait for the phone call. Tap Continue, sign a document in the proper place, and click Finish. The document is signed. The confirmation email is sent to the associated user(s) and the Sign Document record with the attached PDF is available in the CT Mobile app. On the mobile device, perform the synchronization to send the Sign Document record to Salesforce. In Salesforce, the signed PDF document will be attached to this record when all signers have signed the document. On the mobile device, perform the synchronization to receive the Sign Document record with the attached signed PDF document. If needed, you can share the signed PDF file: Select the file in the Files section. If you configured a lookup between the Sign Document object and a custom object: Select a record of the custom object. Tap Sign Documents tab and then Files Tab. Select the signed document. Tap icon. (Optional) select an Email template, if you want to use it for sharing the document by email. Otherwise, tap Skip. (Optional) select a contact from the list. Please note, that: You can send an email only to contacts who have a specified email address in Salesforce: fill out the standard Email field for the desired Contact record; if you use Person Accounts, fill out the standard Email field for the desired Person Account record. You can send an email using a third-party mail client (like Microsoft Outlook), if it is set as default in your iOS settings. In this case: The recipient’s address will not be inserted automatically, but will be copied to clipboard. Please paste it manually. The subject string will be duplicated in the message body. Tap Send. The standard iOS sharing dialog window will be opened. Select the desired way to share the file. To sign documents with a legally binding signature, the DocuSign provider should be set for a template. The Email option should be selected in the Signatory Place field by adding the Signature button on the template. To sign a document: Tap the object to sign in the left menu. Tap the desired record in the left record list. In the Actions menu, tap the Sign Document button. Select the required template from the list. In the open template, tap the Signature button to select the signatory (if there are many). Click the Sign Document button. A signatory receives an email from DocuSign to review and sign a document. According to the specified authorization type, a signatory may need to confirm his action by SMS or phone. The document is signed. The confirmation email is sent to the associated user(s). If there is no internet connection when a user signs a document, the request and the corresponding Sign Document record will be saved on the device and sent to Salesforce via the next synchronization. The Batch_DocumentSender Apex class runs every 15 minutes and sends the corresponding request and record to Application Service to complete the signing. For versions 1.22 and later, the Apex job may not launch. To fix it: Remove the Apex job from the schedule: Go to Setup → Environments → Jobs → Scheduled Jobs. Find the Batch_DocumentSender job. Click Del to remove it and click OK to confirm. Schedule the Apex job manually: ctsign.Schedule_BatchDocumentSender schbatchDocumentSender = new ctsign.Schedule_BatchDocumentSender(); System.schedule('Batch_DocumentSender started at 0 minutes of the hour', '0 0 * * * ?', schbatchDocumentSender); System.schedule('Batch_DocumentSender started at 15 minutes of the hour', '0 15 * * * ?', schbatchDocumentSender); System.schedule('Batch_DocumentSender started at 30 minutes of the hour', '0 30 * * * ?', schbatchDocumentSender); System.schedule('Batch_DocumentSender started at 45 minutes of the hour', '0 45 * * * ?', schbatchDocumentSender); Signatories receive the email from DocuSign to complete signing, even if the Device option is selected in the Signatory Place field for the Signature button. The final document will be attached to the corresponding Sign Document record. The Sign Document record with the final PDF will be linked to the record that started the signing process. If the parent record has not been synced yet, launch the synchronization to send the record to Salesforce and link it to the parent record. If the parent recording has been synced, no additional sync is required. When a user has signed a document in the CT Mobile app, the status of the Sign Document record will change to Completed on Device. Given the status, the SignDocumentProcess trigger will fire to attach the final document to the Sign Document record. If any errors occur on the records described above, the sync process will include the Sync Recovery functionality. If an error occurs while sending the Sign Document record (or any of the records that it refers to via reference fields), then the Sign Document record will be sent with the help of the Direct access option. The related ContentVersion record will be sent as usual via synchronization. The ContentDocumentLink record, which is linked to the Sign Document record, will be sent with the help of the Direct access option. If records in steps 1 or 3 could not be sent via the Direct access option, the CT Mobile app tries to send them using the Proxy object option. If unsuccessful, a corresponding error will be listed on the Errors screen. When a user signs a document, a ContentVersion record and the ContentDocumentLink record are created. These records and the ContentDocument record represent a File that links to the Sign Document record. ContentDocument is the information about the file and a link to the latest published version. The ContentDocument record is automatically created on the Salesforce side when the ContentVersion record is inserted. ContentVersion is the content of the file in the base64 format and the template attributes. ContentDocumentLink stores the link between the ContentDocument and the record to which this file is attached.","title":"7. Sign a Document: the CT Mobile app","component":"ctsign","version":"","name":"index","url":"/ctsign/admin-guide/sign-a-document-the-ct-mobile-app/index.html","titles":[{"text":"Sign a Document with a Simple Signature","hash":"h2_1603366204","id":1},{"text":"Sign a Document with a Legally Binding Signature","hash":"h2_579938729","id":2},{"text":"Sign a Document on a Mobile Device","hash":"h3_1112955983","id":3},{"text":"Sharing the Signed Document","hash":"h3_1085191960","id":4},{"text":"Sign a Document by Email","hash":"h3_1013196918","id":5},{"text":"Handle Offline Flow","hash":"h3_1646327293","id":6},{"text":"Handle Online Flow","hash":"h3_294308259","id":7},{"text":"Handle Errors","hash":"h3_1634586017","id":8},{"text":"Document Storage","hash":"h2_1032724594","id":9}]},"99":{"id":99,"text":"Here we highlight the required actions due to Salesforce Releases affecting CT Sign operation. Salesforce Spring '21 Release","title":"Salesforce Updates","component":"ctsign","version":"","name":"index","url":"/ctsign/news/salesforce-updates/index.html","titles":[]},"100":{"id":100,"text":"In the new release, Salesforce is restricting the login ability for users belonging to standard external Community profiles or Portal profiles. It means that users who are assigned to standard external profiles will not be able to log in into the customer’s Community or Portal unless the customer opted out or turned on the applicable preference in Communities or Site Settings prior to the release. ISV applications will not be accessible by such users. To avoid disruptions: Clone the standard Community/Portal profile(s) currently in use for login, change object permissions to meet their business needs, and re-assign active users to the new profile. If continued use of standard external profiles is required, go to Setup → Release Updates → activate Allow Users to Use Standard External Profiles to Self-Register and Log Into Communities and Portals. In the case of using standard external profiles in the test Apex classes or otherwise, update all components that refer to standard profiles if step 2 is not taken. The setup is complete.","title":"Salesforce Spring '21 Release","component":"ctsign","version":"","name":"salesforce-spring-21-release","url":"/ctsign/news/salesforce-updates/salesforce-spring-21-release.html","titles":[]},"101":{"id":101,"text":"The standard Content Version object is used to store template attributes. Standard fields in use. Field API Name Type Description PathOnClient PathOnClient string The document’s name and the extension, for example, docusign_request.json. Title Title string The name of the document being signed. VersionData VersionData base64 The JSON file is in the base64 format. The following fields are created on the standard Content Version object during the CT Sign installation: Field API Name Type Description Format ctsign__Format__c Text(255) The paper size of the document. Available values: Letter Legal Tabloid Ledger A0 / A / A2 / A3 / A4 / A5 / A6 If left blank, the A4 paper size is set. Margin Bottom ctsign__MarginBottom__c Text(255) Bottom indent. Available values: px in cm mm If left blank, the 0 value is set. Margin Left ctsign__MarginLeft__c Text(255) Left indent. Available values: px in cm mm If left blank, the 0 value is set. Margin Right ctsign__MarginRight__c Text(255) Right indent. Available values: px in cm mm If left blank, the 0 value is set. Margin Top ctsign__MarginTop__c Text(255) Top indent. Available values: px in cm mm If left blank, the 0 value is set. Object ctsign__Object__c Text(255) The API name of the object to sign. Orientation ctsign__Orientation__c Text(255) The document orientation. Available values: Portrait Landscape If left blank, the portrait orientation is set. Provider ctsign__Provider__c Picklist Available providers: DocuSign Simple: the provider is not connected. Record Type ctsign__RecordType__c Text(255) The record type for the object is specified in the ctsign__Object__c field. Empty: applied to any available record type of the object. --Master--: applied to the Master record type.","title":"Content Version Field Reference","component":"ctsign","version":"","name":"content-version-field-reference","url":"/ctsign/ref-guide/ct-sign-custom-settings-and-objects/content-version-field-reference.html","titles":[]},"102":{"id":102,"text":"The list of custom settings, objects, and standard objects with custom fields. Sign Credentials Content Version Field Reference Sign Document Field Reference Sign Settings Field Reference","title":"Custom Settings and Objects","component":"ctsign","version":"","name":"index","url":"/ctsign/ref-guide/ct-sign-custom-settings-and-objects/index.html","titles":[]},"103":{"id":103,"text":"Sign Credentials is a protected custom setting that is responsible for connecting the Salesforce organization with the CT Sign package and the Application Service. API name in Salesforce: ctsign__SignCredentials__c Field API Name Type Description Token ctsign__Token__c Text(255) The Application Service access token. URL ctsign__URL__c Text(255) The URL address to authorize in the Application Service: https://sign.customertimes.com","title":"Sign Credentials","component":"ctsign","version":"","name":"sign-credentials","url":"/ctsign/ref-guide/ct-sign-custom-settings-and-objects/sign-credentials.html","titles":[]},"104":{"id":104,"text":"The Sign Documents object is used to store the current status of the request. Also, documents that are not signed yet are attached to the Sign Documents record which presents as a transaction record. API name in Salesforce: ctsign__SignDocuments__c Field API Name Type Description Failed Message ctsign__FailedMessage__c Long Text Area(131072) The info message about an error that occurred during the transaction sending. The ctsign__Status__c field will contain the Sending Error value. Lookup to Object to Sign ObjectToSignId__с Lookup(Object) Create a field with the Lookup type to the object from the Object Setting record to have the ability to link the signed document with this object. Rejection Date ctsign__RejectionDate__c Date/Time Date of rejecting the document. Sign Date ctsign__SignDate__c Date/Time Date of signing the document. Status ctsign__Status__c Picklist The status of the transaction. Available values: If DocuSign is connected, some statuses are inherited from DocuSign. Created Sent Delivered Sending Error Voided Declined Completed Completed on Device will be set for all documents signed on the mobile device regardless of the specified provider type. Transaction ID ctsign__TransactionID__c Text (255) / (External ID) Transaction ID received from the e-signature provider. Left blank in case of signing without third-party services.","title":"Sign Document Field Reference","component":"ctsign","version":"","name":"sign-document-field-reference","url":"/ctsign/ref-guide/ct-sign-custom-settings-and-objects/sign-document-field-reference.html","titles":[]},"105":{"id":105,"text":"The Sign Settings object is used to store the CT Sign configuration for each object to sign. API name in Salesforce: ctsign__SignSettings__c The object has several record types per each required setting. See the field references for each record type. Layout Setting Field Reference Library Setting Field Reference Object Setting Field Reference","title":"Sign Settings Field Reference","component":"ctsign","version":"","name":"index","url":"/ctsign/ref-guide/ct-sign-custom-settings-and-objects/sign-settings-field-reference/index.html","titles":[]},"106":{"id":106,"text":"The Layout Setting record type is used to set up the Form Document page layout in Salesforce, for example, to display the information about signers or an object to sign. API name in Salesforce: LayoutSetting Field API Name Type Description Fields to Display ctsign__FieldsToDisplay__c Long Text Area (32768) Specify the fields to display on the Form Document page (separated by a comma, without blank space). Object ctsign__Object__c Text(255) The API name of the object and which fields should be displayed in the document. A separate record should be created for each object to sign. Read Only Attributes ctsign__ReadOnlyAttributes__c Text(255) Whether the specific field is read-only. List of true/false values (separated by a comma, without blank space) for every field specified in ctsign__FieldsToDisplay__c. Required Attributes ctsign__RequiredAttributes__c Text(255) Whether the specific field is required. List of true/false values (separated by a comma, without blank space) for every field specified in ctsign__FeldsToDisplay__c. Type ctsign__Type__c Picklist Specify the location to place fields listed in the ctsign__FieldsToDisplay__c. Available values: The Header is used for adding fields of the object to sign; The List is used for adding fields of the signers.","title":"Layout Setting Field Reference","component":"ctsign","version":"","name":"layout-setting-field-reference","url":"/ctsign/ref-guide/ct-sign-custom-settings-and-objects/sign-settings-field-reference/layout-setting-field-reference.html","titles":[]},"107":{"id":107,"text":"The Library Setting record type is used to store available libraries where a user will store templates of the specific type. API name in Salesforce: LibrarySetting Field API Name Type Description Type ctsign__Type__c Picklist Specify the template type of templates stored in the library. Available values: Email Templates Document Templates A separate record should be created for each template type. Workspaces ctsign__Workspaces__c Long Text Area (32768) Specify available libraries by entering a value from the Name field of the ContentWorkspace object that represents a library (separated by a comma, without blank space).","title":"Library Setting Field Reference","component":"ctsign","version":"","name":"library-setting-field-reference","url":"/ctsign/ref-guide/ct-sign-custom-settings-and-objects/sign-settings-field-reference/library-setting-field-reference.html","titles":[]},"108":{"id":108,"text":"The Object Setting record type is used to specify objects for records of which users can create templates on the basis of which documents for signing will be formed. When creating a template, a user should select an object for signing from the list that is generated based on this setting. in Salesforce, add the Form Document button on the page layout for the given objects. in the CT Mobile app, the Sign Document button will be displayed on the record of such an object. API name in Salesforce: ObjectSetting Field API Name Type Description Object ctsign__Object__c Text(255) The API name of the object to sign. A separate record should be created for each object to sign.","title":"Object Setting Field Reference","component":"ctsign","version":"","name":"object-setting-field-reference","url":"/ctsign/ref-guide/ct-sign-custom-settings-and-objects/sign-settings-field-reference/object-setting-field-reference.html","titles":[]},"109":{"id":109,"text":"The Administrator guide contains detailed instructions on how to deploy and configure the CT CPG solution for further use according to your requirements. Getting Started CT Products and Assortments Management Targeting and Marketing Cycles Management Calendar Management Activity Report Management Objectives Management Next Activity Management Configuring Activity Sync Change Request Management CPG Groups Management Quizzes Management Triggers Management CT CPG Custom Settings Application Settings Management","title":"Administrator Guide","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/index.html","titles":[]},"110":{"id":110,"text":"Table of Contents CT CPG Description Visualforce Pages Custom Settings and Metadata Types Apex Classes & Triggers Deployment Steps 1. CT CPG Package Installation 2. Assigning User Licenses and Permissions 3. Global Application Setting 4. Adding Sales Products 5. Creating the Marketing Cycle and Targeting Clients 6. Configure CT CPG Calendar 7. Streamline Representatives' Activities 8. Add Goals 9. Set up Agenda Based on Previous Activities 10. Simplify Activity Management 11. Control the Data Quality 12. Configure CPG Groups 13. Estimate field forces 14. Integration of CT CPG with the CT Mobile solution 15. Integration of CT CPG with the CT Orders solution Here, you can find the CT CPG solution description and a step-by-step guide to configure the managed CT CPG package and a Salesforce organization to organize the work process of trade and company representatives. The managed CT CPG package consists of custom CT CPG objects, custom settings and metadata types, Visualforce pages, custom Apex classes, and custom Apex triggers. The CT CPG object model consists of custom CT CPG objects have the CTCPG prefix and are divided by group according to purpose: Activity Management Activity, Activity Data, Objective, Planing Calendar Settings Targeting & Marketing Management Marketing Cycle, Marketing Detail Tracking, Target Frequency, and assigned Marketing Cycle Users Product Management CT Product, Product Component, Inventory Assortment Management Assortment, Assortment Product, Account Assortment Coaching Report Template, Skill, Skill Mark Quizzes Quiz, Quiz Answer, Quiz Completion, Quiz Partaker, Question Group Management CPG Group, CPG Group Member Additional custom objects Change Request, Objective The list of available Visualforce pages: Activity Management Activity Report Calendar AddSelectedToEvent Targeting & Marketing Management Mass Manage Account Targets Mass Managing Contact Targets Coaching TemplateEditor Quizzes QuizForUsers QuizStart QuizInfromation QuizProccesing QuizResults RelatedList Additional Visualforce pages Change Request CreateNewObjectiveWindow CT CPG Custom Settings are used to store the configuration of the managed CT CPG package. The list of custom settings: General Settings Application Settings Trigger Settings Activity Management Activity Layout Settings Activity Report Settings Calendar Tab Settings Next Call Settings Product Management: Company Product Tab Settings Competitor Product Tab Settings POS Material Tab Settings Inventory Tab Settings Event Member Tab Settings Expenses Tab Tracking Settings Special Tracking Tab Settings Targeting & Marketing Management Division Target Frequency Settings Marketing Cycle Linking Settings Target Frequency Settings Group Management Dynamic Groups Settings Change Request Management Change Request Mapping Change Request Object Settings Change Request Succession Cloning Custom metadata types are used to store the Activity Sync settings. To view the list of Apex Classes, go to Setup → Custom Code → Apex Classes. To view the list of Apex Triggers, go to Setup → Custom Code → Apex Triggers. Triggers can be deactivated. Deployment of CT CPG solution for the field sales force is performed in the following order where steps with an asterisk (*) are optional: Install the CT CPG package in your Salesforce organization. Assign licenses and permissions to users. Specify the main application settings. Add products. * Categorize your clients, set the marketing cycle up, and target accounts and contacts. Configure the CT CPG calendar. * Streamline the representatives' activities. * Specify goals to Accounts. * Schedule activities. * Set up the Activity Sync process to view all your activities in one place. * Control the data quality with the Change Request process. * Configure CPG groups. * Create quizzes to estimate your representatives. * Integrate the CT CPG solution with the CT Mobile solution to provide full CT CPG and Salesforce offline functionality along with an advanced interactive Digital Sales Ais for field sales representatives via the CT Mobile app. * Integrate the CT CPG solution with the CT Orders solution to have the ability for using a powerful and comprehensive order management solution. Available for the following Salesforce editions: Enterprise, Unlimited, Force.com, Developer, Performance. You can create your playground org on the Trailhead Salesforce portal and use it for comprehensive Salesforce training, including the CT CPG package. CT CPG is an add-on to Salesforce, provided as an Appexchange ISV product. Follow the guide to install the CT CPG package. Before installation, enable Contacts to Multiple Accounts Settings. After installation, specify an additional remote site. To give CT CPG access to users, specify user licenses. Also, each user has the assigned profile and, if necessary, permission set. Make sure that users have access to all custom settings and custom metadata types. The first step of configuring the managed CT CPG package is to manage records of Application Settings according to your business purpose. It can be a few records in case of need to use more than one marketing cycle. For more information, refer to the Configuring Application Settings section. CT Products and Assortments management is intended to manage customer products according to their business logic. Targeting and Marketing Cycle management is designed to tailor your strategy to each client segment. Set up the frequency of planned activities to clients, products promoted for sale, assortments audit, and objectives to meet your clients' needs during the Marketing Cycle period. You can configure your custom business logic without configuring the targeting and marketing cycles process. Calendar Management is intended to manage activities for the specific needs of each user division and role. These settings are optional. Activity Report management is intended to set Activity Reports up for displaying details about the CT CPG Activity record and to force the detailing based on your products and business goals. These settings are optional. Objectives management is intended to track goals reached on the representatives' activities for the corresponding Account records. These settings are optional. Next Activity management is intended to add some data from the previous activities to the next one on a routine basis or create a single visit based on the previous one. These settings are optional. Activity Sync management is intended to synchronize the standard Event/Task and CT CPG Activity records to work with them in one place, CT CPG Calendar. These settings are optional. Change Request Management is intended to control the data quality within an organization. You can apply your company-specific approval process to update the records or to add the cloned records to the new one by succession process. These settings are optional. CPG Group management is intended for creating and using the CPG groups for ad hoc tasks or scheduled procedures according to specific criteria. These settings are optional. Quiz Management is intended to receive feedback from the field force representatives. These settings are optional. To simplify the routine of the field forces, it is possible to integrate the CT CPG solution with the CT Mobile app. The CT Mobile app can be installed on devices running iOS, Windows, or Android. The solution allows users to operate with the target CT CPG system data in offline mode using features that enhanced the Salesforce functionality. These settings are optional. The CT Orders integration will streamline the order taking with the help of a user-friendly interface and the ability to leverage CRM flexibility with ERP price calculation complexity.","title":"CT CPG Description and Deployment","component":"ctcpg","version":"","name":"ct-cpg-description-and-deployment","url":"/ctcpg/ct-cpg-solution/ct-cpg-description-and-deployment.html","titles":[{"text":"CT CPG Description","hash":"h2_1823103141","id":1},{"text":"Custom Objects","hash":"h3_1557136213","id":2},{"text":"Visualforce Pages","hash":"h3_293353413","id":3},{"text":"Custom Settings and Metadata Types","hash":"h3_1694073495","id":4},{"text":"Apex Classes & Triggers","hash":"h3_1183552157","id":5},{"text":"Deployment Steps","hash":"h2_426184834","id":6},{"text":"1. CT CPG Package Installation","hash":"h3_692457807","id":7},{"text":"2. Assigning User Licenses and Permissions","hash":"h3_1324800910","id":8},{"text":"3. Global Application Setting","hash":"h3_1862566713","id":9},{"text":"4. Adding Sales Products","hash":"h3_398962205","id":10},{"text":"5. Creating the Marketing Cycle and Targeting Clients","hash":"h3_1438761666","id":11},{"text":"6. Configure CT CPG Calendar","hash":"h3_1423379549","id":12},{"text":"7. Streamline Representatives' Activities","hash":"h3_115994772","id":13},{"text":"8. Add Goals","hash":"h3_28788001","id":14},{"text":"9. Set up Agenda Based on Previous Activities","hash":"h3_1656217633","id":15},{"text":"10. Simplify Activity Management","hash":"h3_1927205111","id":16},{"text":"11. Control the Data Quality","hash":"h3_1569917463","id":17},{"text":"12. Configure CPG Groups","hash":"h3_626062174","id":18},{"text":"13. Estimate field forces","hash":"h3_1485440664","id":19},{"text":"14. Integration of CT CPG with the CT Mobile solution","hash":"h3_994439749","id":20},{"text":"15. Integration of CT CPG with the CT Orders solution","hash":"h3_1152226206","id":21}]},"111":{"id":111,"text":"","title":"CT CPG Object Model","component":"ctcpg","version":"","name":"ct-cpg-object-model","url":"/ctcpg/ct-cpg-solution/ct-cpg-object-model.html","titles":[]},"112":{"id":112,"text":"CT CPG is a CRM-solution designed to organize the work process of trade and company representatives. Besides standard CRM functions, the system provides tools for solving specific tasks for company business. Using CT CPG allows the company: to automate the work of employees working on-site; to flexibly manage the content of informational materials; to see feedback from customers on the results of each meeting, allowing a significant decrease in budget and time for marketing research. The advantages of the managed package are: the delivery process of CT CPG; compatibility with other products of the CT family; support and adaptation to Salesforce updates (API versions, metadata types, Lightning Experience); no counting for the package objects in the limits of your Salesforce organization. For your convenience, we prepared the CT CPG guides with the following sections: The CT CPG Solution section describes the CT CPG package, its place in the CT family, and some exceptional settings for Salesforce organization. In the News section, we share with you the latest CT CPG updates, release notes and Salesforce updates that affect our CT CPG solution. Administrator Guide is a set of articles with detailed information about how to set up functionalities in the managed CT CPG package. Also, it provides a description of all CT CPG components, such as objects, custom settings, and custom metadata types.","title":"CT CPG Solution","component":"ctcpg","version":"","name":"index","url":"/ctcpg/ct-cpg-solution/index.html","titles":[]},"113":{"id":113,"text":"Welcome to CT CPG News! Here you can find out about new features, improvements, and fixes: explore the detailed Release Notes for each delivered version of our product. The Functional Comparison of the CT CPG and CT Pharma Solutions CT CPG Release Notes Salesforce Updates The screenshots are being updated and can be not fitted the current available UI. Don’t worry, we are working on it!","title":"News","component":"ctcpg","version":"","name":"index","url":"/ctcpg/news/index.html","titles":[]},"114":{"id":114,"text":"CT CPG and CT Pharma packages are designed to fit the requirements of the pharmaceutical and trade industries. While both share most of the implemented features, they also allow making adjustments and use each feature in a way that makes the work of field forces more efficient and convenient. Each package consists of many functionalities that are based on the business requirements of the respective market. Functionality CT CPG CT Pharma Main Purpose The main goal is to raise sales on the dynamic sales market by resource optimization, such as better product representation at point-of-sales (hypermarkets, discounters, etc.). Field forces present by sales representatives with supervisors and merchandisers in the back office. The main goal is to raise sales on the static sales market by building trusting and long-term relationships with doctors within one-on-one visits to drugstores and hospitals. Field forces present by medical representatives with sales managers in the back office. CT Products The sales representatives are tracking at stores as well as auditing and optimizing the overall assortment at point-of-sales. The medical representatives are tracking company products while auditing the assortment of goods in pharmacies or hospitals. Assortments This feature allows promoting your lists of products for different types of clients. Assortments audit can be performed within the marketing cycle if that is a promotional or temporary product list. – Marketing Cycles and Targeting Not commonly used or used for a short time due to focus on orders, sales, and shelf display of demanded assortment. For the sales managers, the marketing cycle is often quite agile and adjusts according to the current situation at the point of sales. If sales increase, the visits can become more frequent. The marketing cycle is planned for a long time. For medical representatives, the marketing cycle planning is of crucial importance due to the necessity to plan personal visits to doctors ahead. Usually, the visits are made regularly and coordinated personally with each doctor, as regularity helps to establish trust and up the sales. Marketing Cycle User – It helps to provide a personal marketing cycle in case of the need to meet doctors' preferences. Calendar and Activity Management + + Activity Reports Activity Reports are used in the 360° analysis of a general marketing strategy, sales manager/representative assessment, and product audit. It simplifies visit reporting for the medical representatives and helps managers to estimate their subordinates' skills. The Special Tracking feature allows medical representatives to fill out key messages for completed and upcoming visits to doctors. Joint Visits Not commonly used. It allows managers to assess their subordinates (medical representatives) by making a joint visit to a store and filling out a pre-configured report template. This feature might be used for planning promo actions where the sales manager exams their subordinate’s work at point-of-sales. It allows managers to assess their subordinates (medical representatives) by making a joint visit to a doctor and filling out a pre-configured report template. Objectives Management + + Next Activity Management If a sales representative has multiple visit parameters, for example, objectives from different departments (sales, merchandising, marketing, etc.), they could divide whether objectives should be achieved during the current visit or postponed for the next one(s). The medical representatives could add objectives to track the execution of important tasks within the marketing cycle by setting objectives for upcoming visits. This allows clarifying goals and tracking their progress throughout a sequence of visits to the same doctor. Activity Sync + + Change Requests + + Quizzes Online support for complex quizzes with dependency on answers built into the CT CPG package. Offline support of simple quizzes in case of integration with the unmanaged CT Mobile: Quizzes package and CT Mobile app. Online support of simple quizzes in case of integration with the unmanaged CT Mobile: Quizzes package. Offline support of simple quizzes in case of integration with the unmanaged CT Mobile: Quizzes package and CT Mobile app. CPG Groups / Pharma Groups The dynamic group assignment allows dynamically adding Catalog or Promotion records to the Accounts records when working with CT Orders. Can be used for newsletters, customer segmentation, and more. Integration with the CT Mobile CT Mobile is designed for simplifying the work of field forces at the point of sales. This solution is native to Salesforce and provides full Salesforce offline functionality along with an advanced interactive Digital Sales Aid (CT Presenter). CT Mobile is designed for simplifying the work of field forces while visiting the doctors at hospitals and drugstores. This solution is native to Salesforce and provides full Salesforce offline functionality along with an advanced interactive Digital Sales Aid (CT Presenter). Integration with the CT Orders CT Orders is designed to meet sales needs such as order and delivery management, pricing, customer segmentation, and more. Can be integrated.","title":"The Functional Comparison of the CT CPG and CT Pharma Solutions","component":"ctcpg","version":"","name":"the-functional-comparison-of-the-ct-cpg-and-ct-pharma-solutions","url":"/ctcpg/news/the-functional-comparison-of-the-ct-cpg-and-ct-pharma-solutions.html","titles":[]},"115":{"id":115,"text":"Report Templates are used on the Activity Reports with the Joint Visit record type to estimate the representative’s skills. Create a new Report Template record. Customize the Report Template layout via Template Editor. Select and fill out a report during Joint Visit. To create a Report Template: Go to the Report Templates tab and click New. Fill in the required fields. Enter Report Template name; Select Status and Date; Set Active to use the Report Template record. Select the available Activity record types. Click Save. The setup is complete. Currently, please customize report templates in Salesforce Classic. To customize a Report Template: Go to the Report Templates tab and click the required Report Template record. Click the Template Editor button. Revise the main information and specify a description. Specify skills to estimate. Add categories and subcategories with required skills; Select the answer type, specify appropriate answers and the skill options. Click Save and Close. The setup is complete.","title":"Configure a Report Template","component":"ctcpg","version":"","name":"configure-a-report-template","url":"/ctcpg/admin-guide/activity-report-management/configure-a-report-template.html","titles":[{"text":"Create a Report Template","hash":"h2_1389956551","id":1},{"text":"Customize a Report Template","hash":"h2_1078894706","id":2}]},"116":{"id":116,"text":"Add the Special Trackings tab for tracking objectives and tasks within the Marketing Cycle period during the Activity on the Activity Report page for the Visit record type. Configure a Special Trackings Tab for the corresponding Activity record type via the appropriate custom setting. Create the Marketing Detail Tracking records with the Special Tracking record type. These Marketing Detail Tracking will be automatically added on the Special Trackings tab after Activity record creation if: The Start Date of the Activity record is within the period of the active Marketing Cycle record; The User division is the same as the Marketing Cycle division; The Account division category is the same as the division category specified for the Marketing Detail Tracking record. The activity inking is enabled for the appropriate Activity record type and the active Marketing Cycle. To display the CT Product tab on the Activity Report page: Go to Setup → Custom Code → Custom Settings. Click Manage next to Special Trackings Tab Settings. Specify a new record for the specific user/profile or edit the record for the whole Salesforce organization. Read the description of each parameter here. specify the user/profile; specify the required Activity record type; specify the API name of the corresponding Activity Data fields: CTCPG__TextAnswer__c; CTCPG__BooleanAnswer__c; CTCPG__CurrencyAnswer__c; CTCPG__NumberAnswer__c; CTCPG__AnswerType__c. set active. Click Save. The setup is complete. On the Special Trackings tab, the questions with the specific answer types will be available to fill out.","title":"Configure a Special Trackings Tab","component":"ctcpg","version":"","name":"configure-a-special-trackings-tab","url":"/ctcpg/admin-guide/activity-report-management/configure-a-special-trackings-tab.html","titles":[{"text":"Manage Special Tracking Tab Settings Records","hash":"h2_1832965105","id":1}]},"117":{"id":117,"text":"Add the Event Member tab for managing participants and their role during the Activity on the Activity Report page for the Event record type. Map the Event Member tab and the Activity Report page for the corresponding Activity record type via the appropriate custom setting. Customize fields to display on the Event Member tab. Add members manually on the Activity Report page or select participants on the Contacts tab. To display the Event Member tab on the Activity Report page: Go to Setup → Custom Code → Custom Settings. Click Manage next to Event Member Tab Settings. Specify a new record for the specific user/profile or edit the record for the whole Salesforce organization. Read the description of each parameter here. specify the user/profile specify the required Activity record type specify the API name of the lookup to the Contact object specify the API name of the Event Members Tab field set to display: CTCPG__EventMembersTab set active Click Save. The setup is complete. To customize fields to display non the Event Member tab: Go to Setup → Object Manager → CT CPG Activity Data → Field Sets. Click one of the Event Members Tab field set. On the page layout editor, drag-n-drop or remove fields to display. Click Save. The setup is complete.","title":"Configure an Event Member Tab","component":"ctcpg","version":"","name":"configure-an-event-member-tab","url":"/ctcpg/admin-guide/activity-report-management/configure-an-event-member-tab.html","titles":[{"text":"Manage Event Tab Settings Records","hash":"h2_899645149","id":1},{"text":"Customize Fields to Display on the Event Member Tab","hash":"h2_1658041598","id":2}]},"118":{"id":118,"text":"Add the Expenses tab for managing participants and their role during the Activity on the Activity Report page for the Event record type. Map the Expenses tab and the Activity Report page for the corresponding Activity record type via the appropriate custom setting. Customize fields to display on the Expenses tab. To display the Expenses tab on the Activity Report page: Go to Setup → Custom Code → Custom Settings. Click Manage next to Expenses Tab Settings. Specify a new record for the specific user/profile or edit the record for the whole Salesforce organization. Read the description of each parameter here. specify the user/profile specify the required Activity record type specify the API name of the Expenses Tab field set to display: CTCPG__ExpenseTab set active Click Save. The setup is complete. To customize fields to display on the Expenses tab: Go to Setup → Object Manager → CT CPG Activity Data → Field Sets. Click one of the Expenses Tab field set. On the page layout editor, drag-n-drop or remove fields to display. Click Save. The setup is complete.","title":"Configure an Expenses Tab","component":"ctcpg","version":"","name":"configure-an-expenses-tab","url":"/ctcpg/admin-guide/activity-report-management/configure-an-expenses-tab.html","titles":[{"text":"Manage Expenses Tab Settings Records","hash":"h2_874578172","id":1},{"text":"Customize Fields to Display on the Expenses Tab","hash":"h2_1964705955","id":2}]},"119":{"id":119,"text":"Add the Inventory tab for managing participants and their role during the Activity on the Activity Report page for the Visit record type. Map the Inventory tab and the Activity Report page for the corresponding Activity record type via the appropriate custom setting. Customize fields to display on the Inventory tab. Create new CT Product records with the Inventory record type and assign them to the Account records for displaying Inventory records on the Inventory tab of the Activity Report page for the Activity of the selected Account record. To display the Event Member tab on the Activity Report page: Go to Setup → Custom Code → Custom Settings. Click Manage next to Inventory Tab Settings. Specify a new record for the specific user/profile, or edit the record for the whole Salesforce organization. Read the description of each parameter here. specify the user/profile specify the required Activity record type specify the API name of the lookup to the Product object specify the API name of the Inventory Tab field set to display: CTCPG__CallReportInventory set active Click Save. The setup is complete. To customize fields to display on the Inventory tab: Go to Setup → Object Manager → Inventory → Field Sets. Click one of the CallReportInventory field set. On the page layout editor, drag-n-drop or remove fields to display. Click Save. The setup is complete.","title":"Configure an Inventory Tab","component":"ctcpg","version":"","name":"configure-an-inventory-tab","url":"/ctcpg/admin-guide/activity-report-management/configure-an-inventory-tab.html","titles":[{"text":"Manage Inventory Settings Records","hash":"h2_899645149","id":1},{"text":"Customize Fields to Display on the Inventory Tab","hash":"h2_1658041598","id":2}]},"120":{"id":120,"text":"Add the related tabs for tracking CT Products during the Activity on the Activity Report page for the Visit record type. The following tabs are available: Company Products Competitor Products POS Material On each tab, the CT Products with the corresponding record type can be managed. To display the required CT Product tab: Map the CT Products related tab and the Activity Report page for the corresponding Activity record type via the appropriate custom setting. Customize fields to display on the CT Product tab. Create new CT Product records that can be added to the Activity record and displayed on the Activity Report page: company products competitor products POS materials In case of using marketing cycles, the CT products will be automatically added on the corresponding CT Product tab after Activity record creation if: The Start Date of the Activity record is within the period of the active Marketing Cycle record. The User division is the same as the Marketing Cycle division. The Account division category is the same as the division category specified for the record of Marketing Detail Tracking of the record type based on available CT Products. The activity inking is enabled for the appropriate Activity record type and the active Marketing Cycle. To display the CT Product tab on the Activity Report page: Go to Setup → Custom Code → Custom Settings. Click Manage next to one of the below custom settings: Company Product Tab Settings to customize displaying of the Company Products tab with the CT Product records of the Company Product record type Competitor Product Tab Settings to customize displaying of the Competitor Products tab with the CT Product records of the Competitor Product record type POS Material Tab Settings to customize displaying of the POS Materials tab with the CT Product records of the POS Material record type Specify a new record for the specific user/profile, or edit the record for the whole Salesforce organization. Read the description of each parameter: Company Product Tab Setting, Competitor Product Tab Setting, POS Material Tab Setting. specify the user/profile specify the required Activity record type specify the lookup to the CT Product object specify the API name of the field set to display: Company Product Tab → CTCPG__CompanyProductTab Competitor Product Tab → CTCPG__CompetitorProductTab POS Material Tab → CTCPG__POSMaterialTab set active Click Save. The setup is complete. To customize fields to display non the CT Product tab: Go to Setup → Object Manager → CT CPG Activity Data → Field Sets. Click one of the following field sets: Company Product Tab to set up fields to display on the Company Products tab; Competitor Product Tab to set up fields to display on the Competitor Products tab; POS Material Tab to set up fields to display on the POS Material tab; On the page layout editor, drag-n-drop or remove fields to display. Click Save. The setup is complete.","title":"Configure CT Product Tabs","component":"ctcpg","version":"","name":"configure-ct-product-tabs","url":"/ctcpg/admin-guide/activity-report-management/configure-ct-product-tabs.html","titles":[{"text":"Manage CT Product Tab Settings Records","hash":"h2_1832965105","id":1},{"text":"Customize Fields to Display on the CT Product Tab","hash":"h2_1475822200","id":2}]},"121":{"id":121,"text":"By default, the Today and This Month filters are available on the Activity Report page. To create a new filter: Go to Setup → Custom Code → Custom Settings. Click Manage next to Activity Report Filters. Click New to create a new filter. Fill in the details. Enter a filter name, specify its order in the filter picklist on the Activity Report page, and set the filter as active. Select Default Filter, if you want to use this filter by default. In the Filter Query field, enter the SOQL-filter. There is a list of data formats and data literals at Help Salesforce. Click Save. The setup is complete. The filter is available on the Activity Report pages.","title":"Create a New Filter for the Activities List","component":"ctcpg","version":"","name":"create-a-new-filter-for-the-activities-list","url":"/ctcpg/admin-guide/activity-report-management/create-a-new-filter-for-the-activities-list.html","titles":[]},"122":{"id":122,"text":"Activity Reports display all information about the particular CT CPG Activity record in one place. Follow the guidelines to customize an Activity Report page for each CT CPG Activity record type for further work. New Record Type Visit Event Time Off Joint Visit Specify the record type according to your needs: create a new record type for the CT CPG Activity object; create a new field set to manage the activity details; edit the Activities List field set to view the representative’s activities; create and verify corresponding Activity Layout Settings records to add the field set to the Activity Report page; create and manage filters to display only matched representative’s activities; define related tabs on the Activity Report page, for example, CT Product tabs; override basic actions behavior to manage activities on the configured Activity Report page. This type is intended for the representative’s visits to point-of-sales: edit the Visit field set; edit the Activities List field set to view the representative’s activities; verify corresponding Activity Layout Settings records; create and manage filters to display only matched representative’s activities; configure the CT Product tabs to track products; configure the Inventory tab to monitor the rental equipment status for the client; configure the Special Tracking tab to track the company goals; override basic actions behavior to manage activities on the configured Activity Report page. This type is intended for hosting and participating in events: edit the Event field set; edit the Activities List field set to view the representative’s activities; verify corresponding Activity Layout Settings records; Create and manage filters to display only matched representative’s activities; configure the Event Member tab to add or remove event participants; configure the Expenses tab to track the promo materials and other required event items; override basic actions behavior to manage activities on the configured Activity Report page. This type is intended to manage the representative’s vacations and holidays: edit the Time Off field set; edit the Activities List field set to view the representative’s activities; verify corresponding Activity Layout Settings records; create and manage filters to display only matched representative’s activities; override basic actions behavior to manage activities on the configured Activity Report page. This type is intended for managers who can estimate the representative’s skills within a joint visit to point of sales: edit the Joint Visit field set; edit the Activities List field set to view the representative’s activities; edit the Joint User Activities field set to view the representative’s activities that can be related to the Joint Visit record; verify corresponding Activity Layout Settings records; create and manage filters to display only matched representative’s activities; configure the Report Template records to estimate the representative’s skills by selecting the required Report during the Joint Visit; override basic actions behavior to manage activities on the configured Activity Report page.","title":"Activity Report Management","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/activity-report-management/index.html","titles":[]},"123":{"id":123,"text":"Field sets of the CT CPG Activity object are used to store the main information about the Activity record on the Activity Report page for the appropriate record type. The field sets for each available CT CPG Activity record type are configured by default. It is possible to create a new CT CPG Activity record type with the related field set. To assign a field set to the Activity Report page: Create a new Activity record type. Create a field set for the new record type and customize fields in a set. Link the field set with the Activity Report page for the Activity of the corresponding record type. Customize any preconfigured field set if needed. To create a new record type: Go to Setup → Object Manager → CT CPG Activity → Record Types → click New. Create a new record type, for example, CTCPGActivity, and specify profiles that have access to the record type and page layout for the record of this type. Click Save. The record type is added. To create a field set and manage its fields: Go to Setup → Object Manager → CT CPG Activity → Field Sets → click New. Specify the label, field set API name, for example, CTCPGActivityset, and the info where it is used. Drag-n-drop fields you want to use on the field set. Click Save. The field set is created. To display the field set on the Activity Report page for the corresponding record type, it is necessary to add a new record of Activity Layout Settings: Go to Setup → Custom Code → Custom Settings. Click Manage next to Activity Layout Settings. Click New. Fill out the fields: In the Name field, enter any name you like. In the Fieldset API Name field, enter the API name of the required field set, for example, CTCPGActivityset. Click Save. The setup is complete. To customize any field set: Go to Setup → Object Manager → CT CPG Activity → Field Sets → click the CT CPG Activity set. In the page layout editor, drag-n-drop or remove fields. Click Save. The field set is customized.","title":"Manage Field Sets for Activity Report Pages","component":"ctcpg","version":"","name":"manage-field-sets-for-activity-report-pages","url":"/ctcpg/admin-guide/activity-report-management/manage-field-sets-for-activity-report-pages.html","titles":[{"text":"Create a new record type","hash":"h2_2045948811","id":1},{"text":"Create a field set","hash":"h2_1946781807","id":2},{"text":"Create Activity Layout Setting","hash":"h2_1877288261","id":3},{"text":"Customize preconfigured field sets","hash":"h2_1639795417","id":4}]},"124":{"id":124,"text":"By default, when a user opens any CT CPG Activity record, the standard page will be displayed. To launch the Activity Report page instead of having a standard Salesforce page, override the behavior of the New, Edit, and View buttons: Go to Setup → Object Manager → CT CPG Activity → Buttons, Links, and Actions. Click Edit next to the Edit label. In the Override Properties section, select Visualforce page and ActivityReport [CTCPG__ActivityReport] next to Salesforce Classic Override. Click Save. Repeat steps 2–4 to the New and View buttons. The setup is complete. Now, when you click one of the buttons above, the Activity Report page will be open.","title":"Override Basic Actions for Activity","component":"ctcpg","version":"","name":"override-basic-actions-for-activity","url":"/ctcpg/admin-guide/activity-report-management/override-basic-actions-for-activity.html","titles":[]},"125":{"id":125,"text":"On the Activity Report page: manage data in the specific field sets; open the appropriate activities and use filters to display only matched ones; manage the tracked CT Products via Visit: within the active Marketing Cycle, the corresponding records fill out the CT Product tabs and the Special Trackings tab; assign Inventories to Accounts to track them; Add participants and check expenses via Event; As a manager for a Joint Visit. select the representative’s activities to link them to the Joint Visit; fill out the report for the representative. There are two ways to add participant(s) to the Activity with the Event record type. On the Activity Report Page On the Contacts tab Add Button to the Layout Add Participants To add participants to the event: Open the required Activity Report page for the Activity with the Event record type. On the Event Members tab, click Add event member. Fill in the fields. Participants are added. Previously, add the Add selected to event button to the Contacts tab: To add the button to the Contacts tab: Go to Setup → Contact → Search Layouts for Salesforce Classic. Click Edit next to List View. In the Custom Buttons section, move Add selected to event to Selected Buttons. Click Save. The button is added. To add Contacts as participants to the Activity record with the Event record type: Go to the Contacts tab. Select a list view. Select the required contacts. Click the Add selected to event button. In the window, select the Activity record and the type of the added Contact records. Click Add participants. Participants are added.","title":"Work with the Activity Report Page","component":"ctcpg","version":"","name":"work-with-the-activity-report-page","url":"/ctcpg/admin-guide/activity-report-management/work-with-the-activity-report-page.html","titles":[{"text":"Add an Event Member","hash":"h2_867056578","id":1},{"text":"On the Activity Report Page","hash":"h3_1546508832","id":2},{"text":"On the Contacts tab","hash":"h3_1878806894","id":3},{"text":"Add Button to the Layout","hash":"h4_1318785425","id":4},{"text":"Add Participants","hash":"h4_888033415","id":5}]},"126":{"id":126,"text":"The following fields are created on the standard Account Contact Relationship object during the CT CPG installation. Field API Name Type Description Contact Name CTCPG__ContactName__c Formula(Text) The Full Name of the Contact record. Is Target? CTCPG__IsTarget__c Formula(Checkbox) The field is checked if the account and contact records have been selected as a target.","title":"Account Contact Relationship Field Reference","component":"ctcpg","version":"","name":"account-contact-relationship-field-reference","url":"/ctcpg/admin-guide/application-settings-management/account-contact-relationship-field-reference.html","titles":[]},"127":{"id":127,"text":"The following fields are created on the standard Account object during the CT CPG installation. In case of creating new divisions, create the DivisionNameCategory__c field with the category picklist and the DivisionNameTargetCheck__c checkbox, where Name is the new division name. Field API Name Type Description Account CTCPG__Succession_from__c Lookup(Account) The parent Account record. Delivery Dates CTCPG__DeliveryDates__c Text(255) Available in the CT CPG package v. 1.20—1.26 and used in CT Orders. Division Alpha Category CTCPG__DivisionAlphaCategory__c Picklist The Account category that used to assign the target frequency to the selected Account record. Available values by default: Hypermarket Supermarket Discounter Minimarket It is possible to create a new division. Division Alpha Target CTCPG__DivisionAlphaTargetCheck__c Checkbox The field is checked if the Account record has been assigned to the specified category. Division Beta Category CTCPG__DivisionBetaCategory__c Picklist The Account category that used to assign the target frequency to the selected Account record. Available values by default: Hypermarket Supermarket Discounter Minimarket Division Beta Target CTCPG__DivisionBetaTargetCheck__c Checkbox The field is checked if the Account record has been assigned to the specified category. External Id CTCPG__ExternalId__c Text(255) (External ID) (Unique Case Sensitive) The external identifier if the Account record has been synchronized from the external ERP-system. Has Child Accounts CTCPG__HasChildAccounts__c Checkbox The field is checked if the Account record has child Account records. That Account with child records will be displayed as hierarchy on the Hierarchy tab of the Calendar tab (refer to the Legacy Calendar Management for more details). Is Auto Target Field Check? CTCPG__IsAutoTargetCheck__c Checkbox Is Target? CTCPG__IsTarget__c Formula(Text) The field is checked if the Account record has been selected as a target. Status CTCPG__Status__c Picklist Available values: Active Inactive Waiting Succession Target User Ids CTCPG__TargetUserIds__c Text Area(255) Store the values from the CTCPG__UniqUserNumber__c field of the User record that targeted the Account record.","title":"Account Field Reference","component":"ctcpg","version":"","name":"account-field-reference","url":"/ctcpg/admin-guide/application-settings-management/account-field-reference.html","titles":[]},"128":{"id":128,"text":"The following fields are created on the standard Contact object during the CT CPG installation. In case of creating new divisions, create the DivisionNameCategory__c field with the category picklist and the DivisionNameTargetCheck__c checkbox, where Name is the new division name. Field API Name Type Description Division Alpha Category CTCPG__DivisionAlphaCategory__c Picklist The Contact category that used to assign the target frequency to the selected Contact record. Available values by default: Store manager Category manager Supervisor It is possible to create a new division. Division Alpha Target CTCPG__DivisionAlphaTargetCheck__c Checkbox The field is checked if the Contact record has been assigned to the specified category. Division Beta Category CTCPG__DivisionBetaCategory__c Picklist The Contact category that used to assign the target frequency to the selected Contact record. Available values by default: Store manager Category manager Supervisor Division Beta Target CTCPG__DivisionBetaTargetCheck__c Checkbox The field is checked if the Contact record has been assigned to the specified category. Is Auto Target Field Check? CTCPG__IsAutoTargetCheck__c Checkbox Is Target? CTCPG__IsTarget__c Formula(Text) The field is checked if the Contact record has been selected as a target. Target User Ids CTCPG__TargetUserIds__c Text Area(255) Store the values from the CTCPG__UniqUserNumber__c field of the User record that targeted the Contact record.","title":"Contact Field Reference","component":"ctcpg","version":"","name":"contact-field-reference","url":"/ctcpg/admin-guide/application-settings-management/contact-field-reference.html","titles":[]},"129":{"id":129,"text":"In this section, read field description for custom fields created on the following objects: Account Account Contact Relationship Contact User You can create another record of the Application Settings with other parameters if needed. The Application Settings record with the Global name is created. There should be only one record with a Global name for the whole Salesforce organization. In case of using a number of divisions, which are assigned to the Account and Contact records, all active divisions should be specified.","title":"Application Settings Management","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/application-settings-management/index.html","titles":[{"text":"The Application Settings record","hash":"h2_709591029","id":1}]},"130":{"id":130,"text":"The following fields are created on the standard User object during the CT CPG installation. In case of creating new divisions, add the new division to the values of the CTCPG__UserDivision__c picklist. Field API Name Type Description Calendar Locale CTCPG__CalendarLocale__c Text(255) The selected locale of the User record, for example, en. User Division for Calendar CTCPG__CalendarUserDivision__c Formula(Text) In the CT CPG Calendar, select the assigned division. Uniq User Number CTCPG__UniqUserNumber__c Text(30) The last 5 symbols of the User record ID. User Division CTCPG__UserDivision__c Picklist The picklist with all assigned divisions for the User record. This field should be added to the page layout and populated with the required division.","title":"User Field Reference","component":"ctcpg","version":"","name":"user-field-reference","url":"/ctcpg/admin-guide/application-settings-management/user-field-reference.html","titles":[]},"131":{"id":131,"text":"Table of Contents Left Sidebar Main Calendar Area Right Sidebar Actions with Activities Creating Activities Editing Activities Moving and Copying Activities Deleting Activities Get familiar with the available interface elements: There are 3 tabs: Accounts, Contacts and Hierarchy. In Accounts and Contacts tabs, you can select activity target records to create activities in the calendar. By default, these target records are Account and Contact objects, but you can specify another objects in the CT CPG Settings Panel, as well as rename their tabs. Activity target records can also be displayed with their titles and subtitles, if there are fields specified in their compact layouts. Hover mouse pointer over a target record to see its basic information (if it is enabled in the CT CPG Settings Panel). In the Hierarchy tab, you can see your activity target records as a hierarchy tree, if you specified the connection object in the CT CPG Settings Panel. For example, you can select the Account Contact Relationship as a connection object to see Accounts and related lists of Contacts. For all tabs, you can select a list view of the activity target record and search by keywords. Search is performed according to Search Layouts. To make it work correctly, please do not add the owner alias to the search layout. To create or edit a list view, go to the target object and follow the standard Salesforce flow. For the Hierarchy tab, list views of the parent object are used. The All list view is created by default for all objects. Click to set a list view as default. Click to select sorting option. From the drop-down list, select the field on the object to sort by, and click or to sort from A to Z or vice versa. Click and to hide and show the left sidebar. On the main calendar area: Switch between Day, Week and Month views. You can set the default view in the CT CPG Settings Panel. Click Today to go to the current day. Click to switch between Calendar view and List view, and show/hide weekends. Activities have color stripes on the left side according to their statuses. You can configure them in the CT CPG Settings Panel. Activities can have titles and subtitles, you can configure them in the CT CPG Settings Panel. Time zone, language of the calendar (days, months, weeks) and starting day of the week depend on the user’s language and locale settings. To translate other interface elements of the Calendar, use custom labels. Working hours are displayed with white color, and non-working hours are displayed with gray color. You can set up working hours on the user’s Personal Information page in the Start of Day and End of Day fields. Use the mini-calendar to quickly move to the desired date. The today date is always highlighted. In the My Calendar section: To hide your activities, unselect the checkbox. Your activities have their own color on the calendar grid. To show only your activities, click and select Show only this. In the User Calendar section: To access this section, assign required custom permissions to the current user: Read Access To Other User Calendar to view other user’s activities in the Calendar grid, and Full Access To Other User Calendar to edit other user’s activities. Select desired users' records to show on the calendar. Each user’s activities have their own color on the calendar grid. To show only the desired user’s records, click and select Show only this. To add an activity to the selected user’s calendar, click and select Add Activity. To remove the user’s calendar from the list, click and select Delete. To add a new user’s calendar: Click . Select a user from the list. You can see only users that are available for you according to the Sharing Settings. Click Add. Click and to hide and show any section of the right sidebar. Click and to hide and show the right sidebar. Any actions with activities (moving, resizing to change activity duration, changing status etc.) apply to database immediately. However, the Edit Activity form may display the obsolete data for a couple of minutes. Click New or any blank cell to create a new activity. The Create Activity form will be opened: Fill out the fields: Record type: select record type created on the CTCPG__Activity__c object. Enter Subject if needed. Specify Start/End Time/Date or toggle All-Day. If you are creating an activity by clicking on a blank cell of the calendar, Start Time and End Time will be pre-filled according to the Default duration setting. If needed, toggle Compact form or Detailed form and fill out their fields: If the compact form is configured as Required in the CT CPG Settings Panel, only its configured fields will be displayed. Compact form can be configured in the CT CPG Settings Panel and can contain up to 10 fields of the record type, within you are creating the activity. Detailed form displays all the fields of the record type, within you are creating the activity. It cannot be enabled, if the Compact form is already enabled. Detailed form and Compact form cannot be enabled both at the same time. If you fill out one of these forms and switch to another one, all the entered data will be lost. Click Save. You can also create an activity by dragging and dropping a Target Object from the left sidebar, the creation form will look different and will have another set of fields. If you drag and drop from a single target object (for example, Account or Contact), lookup fields of this object will be filled in. If you drag and drop from the Hierarchy tab: Parent object: lookup fields of the parent object will be filled in. Child object: lookup fields of the parent and child objects will be filled in. You can select several target objects and drag and drop them. In this case, you can select only type of activity and edit properties of the created activities later. Activities will be created with the specified Interval between drag and drops. Start Date and End Date are pre-filled according to the Default duration setting. To edit an activity, you can: Click on activity in the calendar grid. Hover mouse pointer over activity and click Edit on the pop-up (if it is enabled in the settings). The activity form shown above will be displayed. Edit necessary fields and click Save to apply changes. To quickly change the status of an activity, hover the mouse pointer over the activity and select another Status. Double-click on activity or click in the pop-up window to open it in the new browser tab: Editing other users' activities require the Full Access To Other User Calendar custom permission. To copy an activity, hover mouse pointer over an activity and click . To move an activity, do one of these: click on it and specify another date/time drag and drop it to another calendar cell To copy or move multiple activities (applies only to the current user’s activities): Click next to the New button on the right sidebar. Select Copy or Move. In the dialog window: Select Period of time: Day or Week. Select day or week to move. If you select any day for the Week period, the first day of the week will be selected automatically. Select target day or week. If you select any day for the Week period, the first day of the week will be selected automatically. Click Move or Copy. To delete an activity, hover mouse pointer over it and click . To delete multiple activities (applies only to the current user’s activities): Click next to the New button on the right sidebar. Select Delete. In the dialog window: Select Period of time: Day or Week. Select day or week to delete. If you select any day for the Week period, the first day of the week will be selected automatically. Click Delete.","title":"Calendar Interface and Activities","component":"ctcpg","version":"","name":"calendar-interface-and-activities","url":"/ctcpg/admin-guide/calendar-management/calendar-interface-and-activities.html","titles":[{"text":"Left Sidebar","hash":"h3_115958815","id":1},{"text":"Main Calendar Area","hash":"h3_2071613420","id":2},{"text":"Right Sidebar","hash":"h3_265155760","id":3},{"text":"Actions with Activities","hash":"h2_1494438992","id":4},{"text":"Creating Activities","hash":"h3_1752519442","id":5},{"text":"Create an Activity by click","hash":"h4_397646639","id":6},{"text":"Create an Activity by drag and drop","hash":"h4_2089059603","id":7},{"text":"Editing Activities","hash":"h3_786187553","id":8},{"text":"Moving and Copying Activities","hash":"h3_1490113349","id":9},{"text":"Deleting Activities","hash":"h3_661183531","id":10}]},"132":{"id":132,"text":"Table of Contents User Division General Target Objects Activity Objects Record Types Pop-Up Drag and Drop Visualization → Status Color Go to the CT CPG Settings Panel to set up the Calendar. If you cannot see this tab, add it to the panel. While opening the CT CPG Settings Panel for the first time, in the pop-up window, click Allow: Pop-up windows in your web browser should be allowed. CT CPG.CTCPG.Allow Management of Self API custom permission must be enabled for the profile of the user with maximum access rights. After editing settings on any tab, click Save to apply them. If you do not save changes and switch to another tab, the dialog window with further actions will be displayed: All Calendar settings are applied to the selected User Division. Please pay attention to which division is selected before modifying settings. Before editing settings, select User Division from the list: By default, Alpha and Beta divisions are included in the CT CPG package. You can create your own divisions. Select Global to apply settings to all users, which do not belong to any divisions. In this section, you can set up: Default view: Day Work Week Week Work Month Month Preview records in month view (from 2 to 5 or All). It affects how many records will be displayed as preview for 1 day in Month view: Interval between drag and drops: 30 min 1 hour 1 hour 30 min 2 hours This setting affects the default interval between activities created by drag-and-drop of target objects from the left panel. Click Save to apply changes on this tab. Editing the Parent Object and Child object fields require the Allow to delete Calendar Setting records custom permission. In this section, you can set up target objects that will be displayed on the left sidebar of the calendar: Parent object (Account by default) and Child object (Contact by default). If you want to specify another objects as a parent and/or child object, do the following: Create lookup fields to the new parent/child object on the CTCPG_Activity__c object. Select new object(s) in the Target Objects section. Select created lookup fields to the new parent/child object in the Activity Objects section. (Optional) edit settings in the Target Objects tab of the Pop-Up section. Object label defines how the names of parent and child objects tabs in the left sidebar (10 symbols max). Show hierarchy activates the Hierarchy tab in the left sidebar of the calendar. Then select the Connection type: Direct: lookup from child object to parent object. Select lookup field from the Lookup from child object list. Junction: when child object and parent object are connected via another object, which has lookup/master-detail fields related to both objects. Select lookup field from the Object linking parent and child object list. Click Save to apply changes on this tab. In this section, select parent and child objects lookup fields, if target objects are not set as default (Account and Contact). In the Subject list, select a text field to store value from the Subject field of the Create Activity form. In this section, you can set up record types, created on the CTCPG__Activity__c object: Title (required) and Subtitle (optional) are fields which values are displayed on the activity preview in the calendar grid: Default duration (minutes): default value between Start Time and End Time for new activities (from 15 to 780 minutes). In the Add Compact Form For Creation section, select an option to enable the compact form for the Create Activity form: None (the compact form will be disabled). Optional (the compact form can be enabled by switching the toggle). Required (the compact form will always be enabled). For Optional and Required options, set up fields to display in the compact form: If you switch between Optional, Required and None options, your set of fields will be saved. Select a field from the list. Check Required field if necessary. Click to add one more field. You can add up to 10 fields. Click to remove the field. You do not need to add Start Date, End Date, AllDay and Record Type ID fields, because they are displayed on the Create Activity by default. Click Save to apply changes on this tab. In this section, you can turn on/off pop-ups for target objects (on the left sidebar) and activity objects (in the calendar grid). Select the appropriate tab, Target objects or Activity objects. For Target Objects, also select a tab for defined target objects (Account and Contact by default). If the hierarchy. is enabled and connection type is Junction, also an additional tab of the linking object will be displayed (Activity in the example below). On this tab, you can select fields to show in the pop-up for the target objects in the Hierarchy tab. If the hierarchy is enabled and connection type is Direct, then the pop-up for the target objects in the Hierarchy tab will display fields specified for the child object (Contact in the example below). Move desired fields from Available to Selected (up to 5): values of these fields will be displayed on the pop-up. For Activity Objects, you do not need to add the Status field, because it is displayed on the pop-up by default. Click Save to apply changes on this tab. In this section, you can set up default record types for drag-and-drop creation of activities. If default record typers are not set, then the Create Activity form will be opened after dragging and dropping an object from the left sidebar to the calendar grid. You can specify drag-and-drop settings globally for all users of the selected division, or for a specific user profile. Settings for a specific user profile have higher priority than global settings. To set default record types for all users of the selected division, in the Global rule section select desired values from the Activity and Record Type lists. To set default record types for a specific user profile, click Add Settings: Select User Profile. Select Activity Object. Select Record Type. Click Save. Click to remove settings for a specific user profile. This action requires the Allow to delete Calendar Setting records custom permission. Click Save to apply changes on this tab. In this section, you can map status from your activity objects with standard status categories, each of them has its own color. It affects the color of the stripe on the left side of the activity preview: There are 4 categories: Planned In Progress Finished Cancelled You can define the same category for different statuses, or leave any status without category. Click Save to apply changes on this tab. You can also create your own statuses and map them with categories. To do that: Go to Setup → Object Manager and search for the CTCPG__Activity__c object. Go to Fields & Relationships and click on the Status picklist. In the Values section, click Edit for existing statues. To create a new status: Click New. In the text box, type the status name. Select record types, for which the status must be applied. Click Save.","title":"Calendar Settings (CT CPG Settings Panel)","component":"ctcpg","version":"","name":"calendar-settings-ct-cpg-settings-panel","url":"/ctcpg/admin-guide/calendar-management/calendar-settings-ct-cpg-settings-panel.html","titles":[{"text":"User Division","hash":"h3_932595492","id":1},{"text":"General","hash":"h3_951662406","id":2},{"text":"Target Objects","hash":"h3_1934044513","id":3},{"text":"Activity Objects","hash":"h3_362695117","id":4},{"text":"Record Types","hash":"h3_1888339674","id":5},{"text":"Pop-Up","hash":"h3_1454440899","id":6},{"text":"Drag and Drop","hash":"h3_1182969566","id":7},{"text":"Visualization → Status Color","hash":"h3_1948960707","id":8}]},"133":{"id":133,"text":"To translate interface elements of the Calendar: Go to Setup → User Interface → Custom Labels. Select a label category to translate: Calendar category to translate interface elements of the Calendar. Settings Panel category to translate interface elements of the Calendar Settings (CT CPG Settings Panel). Click Edit on the desired label. Edit the Value field. Click Save. Time zone, language of the calendar (days, months, weeks) and starting day of the week depend on the user’s language and locale settings. For your convenience, you can create a new View for the Calendar interface elements: Go to Setup → User Interface → Custom Labels. Click Create New View. Fill in View Name and View Unique Name fields. In the Filter By Additional Fields (Optional) section, add 2 filters: Field Operator Value Categories equals Calendar Categories equals Settings Panel Click Add Filter Logic and, in the Filter Logic field, type 1 OR 2. If needed, Restrict Visibility of this View. Click Save.","title":"Custom Labels for Translating the Calendar Interface","component":"ctcpg","version":"","name":"custom-labels-for-translating-the-calendar-interface","url":"/ctcpg/admin-guide/calendar-management/custom-labels-for-translating-the-calendar-interface.html","titles":[]},"134":{"id":134,"text":"Table of Contents Permission Sets Permissions to the Planning Calendar Settings Object Custom Permissions Additional Field Names Rules Grant users the following permission sets to use the Calendar: CPG Calendar User to access only the Calendar. CPG Calendar Admin to access the Calendar and Calendar settings. If you cannot want to use permissions sets, you can set up permissions listed below. The following permissions to the Planning Calendar Settings object are required to work with Calendar: Object Permissions Edit View View All Field Permissions Permission Field Name Read All fields Edit Other Calendar Settings JSON Json User Settings User Id Record Type Also, the current user must have Read permission for the following fields on the User object: Start End User Division The following custom permissions are required to work with Calendar: Label Name Purpose Read Access To Other User Calendar ReadAccessToOtherUserCalendar Adding other users' calendars for viewing their activities Full Access To Other User Calendar FullAccessToOtherUserCalendar Adding other users' calendars for viewing and editing their activities Allow to delete Calendar Setting records Allow_to_delete_Calendar_Setting_records Replacing standard Account and Contact objects in Target Objects, Pop-Up and Drag and Drop settings When creating new fields on the CTCPG__Activity__c object, please use names different from existing ones. For example, if there is a CTCPG_AccountId__c field, you cannot create a new field with the AccountId__c name.","title":"Permissions and Field Names for Using Calendar","component":"ctcpg","version":"","name":"custom-permissions-for-using-calendar","url":"/ctcpg/admin-guide/calendar-management/custom-permissions-for-using-calendar.html","titles":[{"text":"Permission Sets","hash":"h3_1046081510","id":1},{"text":"Permissions to the Planning Calendar Settings Object","hash":"h3_38899887","id":2},{"text":"Custom Permissions","hash":"h3_260496953","id":3},{"text":"Additional Field Names Rules","hash":"h3_650816488","id":4}]},"135":{"id":135,"text":"The new Calendar is available since the version 1.60 of the CT CPG package. In this section: Get familiar with the Calendar interface and activities management. Learn about Calendar settings. Learn about custom labels for translating the Calendar interface. Check the required permissions and field names rules for using Calendar. Read field description for the Planning Calendar Settings object. Learn about the Legacy Calendar. The calendar functionality is fully available for the Google Chrome web browser. Other web browsers are not yet supported. For the stable work of the calendar, go to Setup → Session Setting and select the Lightning Web Security checkbox.","title":"Calendar Management","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/calendar-management/index.html","titles":[]},"136":{"id":136,"text":"The Planning Calendar Settings object is intended to store the CT CPG Calendar parameters specified per each user division. API name in Salesforce: CTCPG__CalendarSettings__c Field API Name Type Description Activate Quick Creation CTCPG__IsQuickCreate__c Checkbox Defines if the Compact form is used for the specified record type or not. Available values: true (Compact form is used) false Used in the Record Settings record type. Activity Subtitle CTCPG__ActivitySubtitle__c Text(255) API name of the activity Subtitle field. Used in the Record Settings record type. Activity Title CTCPG__ActivityTitle__c Text(255) API name of the activity Title field. Used in the Record Settings record type. All Day Field Mapping CTCPG__AllDayFieldMapping__c Text(255) Not in use. Child Object CTCPG__ChildObject__c Text(255) API name of the child object, if used in the Target Object record type. API name of the lookup to the child object, if used in the Activity Object record type. Default value is Contact. Child Object Label CTCPG__ChildObjectLabel__c Text(255) Label of the child object. Used in the Target Object record type. Color CTCPG__Color__c Long Text Area(32768) The specific color for the CT CPG Activity record with the corresponding record type (separated by a comma, without a blank space). Stored within the Global and Color setting types. Default View CTCPG__DefaultView__c Text(255) The default view of the calendar grid: Day Week (default) Work week Month Work month Stored within the Global setting type. Direct Lookup CTCPG__DirectLookup__c Text(255) API name of the field, which is used as a lookup between child and parent objects, if the Hierarchy is enabled and Connection Type is set to Direct. Used in the Target Object record type. Displayed records in monthly preview CTCPG__RecordsPreview__c Number(3,0) Number of records that are displayed as preview for 1 day in Month view. Default value is 3. Used in the General record type. Division CTCPG__Division__c Picklist The calendar division. Available values by default: Alpha; Beta. Used in all record types. Duration CTCPG__Duration__c Number(3,0) The default duration in minutes for the CT CPG Activity. Available values are from 15 to 780. Default values for the activity record types: Event: 120 Visit: 30 Time off: 480 Joined Visit: 160 Used in the Record Settings record type. Enable Hierarchy View CTCPG__EnableHierarchyView__c Checkbox Defines if the Hierarchy is enabled or not. Available values: true (Hierarchy is enabled) false (Hierarchy is disabled, default value) Used in the Target Object record type. End Date Field Mapping CTCPG__EndDateFieldMapping__c Text(255) API name of the field, which corresponds to the End Date field. Used in the Activity Object record type. Fields CTCPG__Fields__c Long Text Area(131072) API names of the fields used on the Compact form. Is Active CTCPG__IsActive__c Checkbox If selected, the corresponding Pop-Up setting is active on the Pop-up record type. Json User Settings CTCPG__JsonUserSettings__c Long Text Area(131072) Maintenance field, not editable. Mass Drag and Drop Gap CTCPG__DragDropGap__c Number(3, 0) Defines the default interval between activities created by drag-and-drop of target objects. Object CTCPG__Object__c Text(255) API name of the object, for which the setting must be applied. Used in record types: Activity Object Record Settings Drag and Drop Pop-up Other Calendar Settings JSON CTCPG__OtherCalendarSettingsJSON__c Long Text Area(32768) Maintenance field, not editable. Parent Object CTCPG__ParentObject__c Text(255) API name of the parent object, if used in the Target Object record type. API name of the lookup to the parent object, if used in the Activity Object record type. Default value is Account. Parent Object Label CTCPG__ParentObjectLabel__c Text(255) Label of the parent object. Used in the Target Object record type. Profile CTCPG__Profile__c Text(255) Developer name of the profile, for which the drag-and-drop setting must be applied. Value is empty if the setting is applied as the Global rule. Used in the Drag and Drop record type. Record Type CTCPG__RecordType__c Text(255) Developer name of the record type, for which the setting must be applied. Used in the Drag and Drop and Record Settings record types. Reference Object CTCPG__ReferenceObject__c Text(255) API name of the object, which is used as a lookup between child and parent objects, if the Hierarchy is enabled and Connection Type is set to Junction. Used in the Target Object record type. Required CTCPG__Required__c Long Text Area(32768) Stores the Required flag for a field on the Compact form. Used is the Record Settings record type. Start Date Field Mapping CTCPG__StartDateFieldMapping__c Text(255) API name of the field, which corresponds to the Start Date field. Used in the Activity Object record type. Status Field Mapping CTCPG__StatusFieldMapping__c Text(255) API name of the field, which corresponds to the Status field. Used in the Activity Object record type. Subject Field Mapping CTCPG__SubjectFieldMapping__c Text(255) API name of the field, which corresponds to the Subject field. Used in the Activity Object record type. User Id CTCPG__UserId__c Lookup(User) Maintenance field, not editable. Value CTCPG__Value__c Long Text Area(131072) Values of statuses from the Status field mapping field, which is used for mapping statuses with colors. Used in the Activity Object record type.","title":"Calendar Settings Field Reference","component":"ctcpg","version":"","name":"new-calendar-settings-field-reference","url":"/ctcpg/admin-guide/calendar-management/new-calendar-settings-field-reference.html","titles":[]},"137":{"id":137,"text":"The Change Request object is intended to transfer the changes to the related parent object. The available record types by default: Create: creating a record of the target object Succession: succeeding a record of the target object Update: updating a record of the target object For changing certain fields of the target object, it is necessary to create the related field on the Change Request object. For example, if you want to change the value in the Website field of the Account object, you should create the Website__c field on the Change Request object. API name in Salesforce: CTCPG__ChangeRequest__c Field API Name Type Description Account CTCPG__AccountId__c Lookup(Account) The related Account record. Account Name CTCPG__AccountName__c Text(255) This field relates to the Name field of the standard Account object. Account Number CTCPG__Account_Number__c Text(40) This field relates to the AccountNumber field of the standard Account object. Account Type CTCPG__Account_Type__c Picklist The available Account types by default: Prospect Customer – Direct Customer – Channel Channel Partner / Reseller Technology Partner City CTCPG__City__c Text(40) Field to relate with any additional field of the target object. ClearFields CTCPG__ClearFields__c Long Text Area (32768) Fields to clear their value (separated by a comma, without a blank space). Comments CTCPG__Comments__c Long Text Area (32768) The additional description. Contact CTCPG__ContactId__c Lookup(Contact) The related Contact record. Email CTCPG__Email__c Email The field relates to the Email field of the Contact object. Industry CTCPG__Industry__c Picklist The Change Request industry type. The available values by default: Agriculture Communications Electronics Healthcare Technology Name CTCPG__Name__c Text(255) Name of the Change Request process. Phone CTCPG__Phone__c Phone The field relates to the Phone field of the Account or Contact object. SIC Code CTCPG__SIC_Code__c Text(40) The field relates to the Sic field of the Account object. Status CTCPG__Status__c Picklist The Change Request status. The available values by default: On Hold New Sent for verification Rejected Approved Canceled Street CTCPG__Street__c Text(40) Field to relate with any additional field of the target object.","title":"Change Request Field Reference","component":"ctcpg","version":"","name":"change-request-field-reference","url":"/ctcpg/admin-guide/change-request-management/change-request-field-reference.html","titles":[]},"138":{"id":138,"text":"For the Change Request: Update process: Create fields for the Change Request object that will be changed via the Change Request: Update process. These fields represent fields of the Account or Contact object. Create a new Change Request Mapping record to map the Change Request record and the target object. To change the values of the selected Account or Contact fields, create the corresponding fields on the Change Request object. The created field Data Type, Filed Label, and Field Name on the Change Request object should be the same as for the corresponding field of the Account or Contact object. To create a new field for the Change Request object, go to the Change Request object and follow the Salesforce guide. Add new fields to the Update Change Request page layout to manage their values within the Change Request: Update record creation. To update the target object field(s), create the relation via a Change Request Mapping record: Go to Setup → Custom Code → Custom Settings → click Manage next to Change Request Mapping. On the next page, click New to create a new record: Read the description of each parameter here. In the Name section, specify the name. In the Change Request Field, enter the API name of the field that you have to change via the Change Request: Update process. In the Change Request Record Type field, select Update. In the Target Object Field, enter field API Name to change via the Change Request: Update process. In the Target Object Name field, enter object API Name, which field should be changed via the Change Request: Update process. Click Save. The setup is complete.","title":"Configure a New Change Request: Update","component":"ctcpg","version":"","name":"configure-a-new-change-request-update","url":"/ctcpg/admin-guide/change-request-management/configure-a-new-change-request-update.html","titles":[{"text":"Add Fields to the Change Request Record","hash":"h2_315694290","id":1},{"text":"Create a New Change Request Mapping Record","hash":"h2_1624561601","id":2}]},"139":{"id":139,"text":"Currently, only the Change Request: Update process is described and can be applied. Change Request functionality is intended to control the data quality within an organization. Configure your company-specific approval process to update the client’s data. Follow the guidelines to use the Change Request: Update functionality: Think about the data you might need to change, for example, phones, addresses, contact email, etc. Clarify roles and permissions according to your company’s Change Request processes. Create the related fields on the Change Request object and map fields of the target and Change Request objects. Add the Change Requests related list to the target object tabs. Next, the representative creates a change request that will be sent to a supervisor for approval.","title":"Change Request Management","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/change-request-management/index.html","titles":[{"text":"Change Request: Update","hash":"h2_868357564","id":1}]},"140":{"id":140,"text":"By default, when a user opens any Change Request record, the standard page will be displayed. Instead of having a standard Salesforce page, override the behavior of the New, Edit, and View buttons to open the preconfigured Change Request Visualforce page. Currently, the Change Request pages are displayed only in the Salesforce Classic interface, regardless of the selected Salesforce mode. The Lightning Experience interface will be introduced later. This configuration is not necessary due to using the same Change Request page as Standard Layout. To override basic actions: Go to Setup → Object Manager → Change Request → Buttons, Links, and Actions. Click Edit next to the Edit label. In the Override Properties section, select Visualforce page and Change Request[CTCPG__ChangeRequest] next to Salesforce Classic Override. Click Save. Repeat steps 2–4 to the New and View buttons. The setup is complete. Now, when you click one of the buttons above, the Change Request Visualforce page will be open.","title":"Override Basic Actions for Change Request","component":"ctcpg","version":"","name":"override-basic-actions-for-change-request","url":"/ctcpg/admin-guide/change-request-management/override-basic-actions-for-change-request.html","titles":[]},"141":{"id":141,"text":"To update data of the Account or Contact record, users with the following roles are allowed to: As the administrator: reuse or create the fields to update on the Change Request object create the Change Request Mapping record As the representative, create a new Change Request record and send it for approval. As the manager/supervisor, approve or reject the representative’s Change Request record. We recommend adding the Change Request related list on the Account and Contact page layout to have an ability to manage change requests for an Account or Contact record. If the representative has the corresponding permissions, they can create a new Change Request: Update record: Go to the Change Requests tab, click New. Also, you can create a new record under the Change Requests related lists on the specific Account or Contact record. Select the Update record type and click Next. Add new value(s) for the specific field(s). Click Save. The new Change Request: Update record is created. The Status should be Sent for verification if the representative wants to approve their request. When a representative created a new Change Request: Update record with the Sent for verification status, it is sent to the supervisor in charge. To approve a Change Request: Update record: Go to the Change Requests tab and select the required Change Request record. Click Edit. Double-click a pencil next to the Status field and select the required Status value from the picklist. Click Save. If the Change Request: Update record is approved, the representative sees the new value(s) in the target field(s) of the target object record.","title":"Work with Change Request: Update","component":"ctcpg","version":"","name":"work-with-change-request","url":"/ctcpg/admin-guide/change-request-management/work-with-change-request.html","titles":[{"text":"Representative: Create a Change Request","hash":"h2_1798626951","id":1},{"text":"Supervisor: Approve or Reject the Change Request","hash":"h2_690152387","id":2}]},"142":{"id":142,"text":"Table of Contents One-way synchronization Both-ways synchronization using the Standard Activity Type field Both-ways synchronization using Standard and Custom object record criteria To create an Activity Sync: Go to Setup → Custom Code → Custom Metadata Types. Click Manage Records next to Activity Sync. Click New to create a new Activity Sync. Fill in the required fields. Read the description of each parameter here. If you want to link activities with a specific type, set up global actions. Click Save. The setup is complete. Get familiar with the Activity Sync examples. When creating an Activity object record with the Visit record type: a standard Event record will be created with the Other value in the Type field. the value from the Objective field will be copied to the Description field of the newly created Event record. When creating a Task record with the Meeting type, the CT CPG Activity record with the Visit record type will be created. The Status will be selected according to the Calendar Settings. When creating a CT CPG Activity record with the Visit record type, the Task record with the Meeting type will be created: When an Event record with the Subject name is created, the CT CPG Activity record with the Visit record type is created. The Status will be selected according to the Calendar Settings. When a CT CPG Activity record with the Visit record type and with the Planned status is created, the Event record is created.","title":"Create an Activity Sync","component":"ctcpg","version":"","name":"create-an-activity-sync","url":"/ctcpg/admin-guide/configuring-activity-sync/create-an-activity-sync.html","titles":[{"text":"One-way synchronization","hash":"h2_243952492","id":1},{"text":"Both-ways synchronization using the Standard Activity Type field","hash":"h2_1458391187","id":2},{"text":"Both-ways synchronization using Standard and Custom object record criteria","hash":"h2_1063646808","id":3}]},"143":{"id":143,"text":"Activity Sync is designed to merge the standard Salesforce Tasks and Events records with the CT CPG Activity records in a way to get better visibility within your private and CT CPG calendars. Follow the guidelines to configure the Activity Sync process. If needed, set up the Outlook and Gmail integration with the help of standard Salesforce functionality. Configure the New Task and New Event global actions on the Accounts and Contacts tabs. Set up Activity Sync record. Map additional fields that are required to update within the Activity Sync process. Create records that should be synchronized. Records created via Activity Sync do not be automatically updated using the batch in case of changes in their parent records.","title":"Configuring Activity Sync","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/configuring-activity-sync/index.html","titles":[]},"144":{"id":144,"text":"For the correct operation of the Activity Sync functionality: configure the display of the Type field for the following global actions: New Event and New Task. If you create a new Activity Sync setting with the filled CTCPG__StandardObjectCriteria__c or CTCPG__CustomObjectCriteria__c, the Type field will not affect the Activity Sync process. add global actions on the Accounts and Contacts tabs. specify the EventProcess and TaskProcess records in Trigger Settings. Also, check that the ActivityProcess setting is active. To display the Type field on the Accounts and Contacts tabs: Go to Setup → User Interface → Global Actions → Global Actions. Click Layout next to New Event. Drag-n-drop the Type field to the layout and click Save. Go to Setup → Users → Profiles → select the required profile. Go to the Field-Level Security section and click View next to Event. Add Read and Edit permissions to the Type field. Repeat steps 1–6 for the New Task object. The setup is complete. To add global actions, create a new Lightning page for the Account/Contact object and assign it to the CT CPG package and required profiles. Go to Setup → User Interface → Lightning App Builder → click New. Click Clone next to Account Page. On the right side, specify Label and Developer Name. Remove Activities and Objectives tabs. Drag-n-drop Activities from the left side list. Click Save and then click Activate. On the App, Record Type, and Profiles tab, click the Assign to Apps, Record Types, and Profiles button. Select CT CPG and other Lightning Apps (if needed) and click Next. On the next page, check the selected form factors (desktop and phone) and click Next. On the next page, select Master and click Save. On the next page, select the required profiles and click Next. Click Save. Repeat steps 1–12 for the Contact Page. The setup is complete.","title":"Set up Global Actions: New Task and New Event","component":"ctcpg","version":"","name":"set-up-global-actions-new-task-and-new-event","url":"/ctcpg/admin-guide/configuring-activity-sync/set-up-global-actions-new-task-and-new-event.html","titles":[{"text":"Configure the Type field display","hash":"h2_1382380833","id":1},{"text":"Add Global Actions","hash":"h2_142637281","id":2}]},"145":{"id":145,"text":"Activity Layout Settings is responsible for displaying the corresponding field set on the Activity Report page for the Activity with the specific record type. Also, it used to display the Activities List and Joint User Activities List sections with available activities on the Activity Report page. API name in Salesforce: CTCPG__ActivityLayoutSettings__c Field API Name Type Description Field Set API Name CTCPG__FieldSetAPIName__c Text(255) The API name of the specific field set. The records for each available Activity record type are created by default. You can edit field sets and create a new one for the newly created Activity record type. Name Name Text(255) The CT CPG Activity record type for which the specified field set will be used.","title":"Activity Layout Settings","component":"ctcpg","version":"","name":"activity-layout-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/activity-layout-settings.html","titles":[]},"146":{"id":146,"text":"Activity Report Filters is a setup to manage filters for the available activities in the Activities List section on the Activity Report page. By default, the Today and This Month filters are available. API name: CTCPG__ActivityReportFiters__c Field API Name Type Description Default Filter CTCPG__IsDefault__c Checkbox If enabled, the filter will be shown as default. Filter Is Active CTCPG__IsActive__c Checkbox If enabled, the filter is available on the Activity Report page. Filter Label CTCPG__Label__c Text(255) The filter name in the list on the Activity Report page. Filter Order CTCPG__Order__c Number(18,0) The order number for the filter on the Activity Report page. Filter Query CTCPG__FilterQuery__c Text(255) Specify the SOQL filter. To filter records, the criteria line should start with the WHERE keyword.","title":"Activity Report Filters","component":"ctcpg","version":"","name":"activity-report-filters","url":"/ctcpg/admin-guide/cpg-custom-settings/activity-report-filters.html","titles":[]},"147":{"id":147,"text":"Application Settings is a setup where the CT CPG mapping data is stored. This is the primary setting of the CT CPG package. The Global record should be applied to your Salesforce organization. The record is available for editing. Create additional records in case of need to use more than one marketing cycle with different parameters. For each record, it is necessary to specify custom fields that should be created for the Account, Contact, and User objects and used to divide settings by divisions. API name in Salesforce: CTCPG__ApplicationSettings__c Field API Name Type Description Account Category Fields API names CTCPG__AccountCategoryFields__c Text Area(255) Specify the list of API names of fields that represent the picklist with division categories for the Account object (separated by a comma, without blank space). Used in Target Frequencies. Account Target Flags API names CTCPG__AccountTargetFlagsFields__c Text Area(255) Specify the list of API names of checkbox fields that are responsible for the selection of a division for the Account record. Advanced TF Logic CTCPG__EnableAdvancedTFLogic__c Checkbox If selected, the data from records of the Target Frequency object, for example, the values in the CTCPG__ActualCalls__c and CTCPG__PlannedCalls__c, may be used for creating additional list views for the Account or Contact object. Allow Segmentation by linking CTCPG__AllowLinkSegmentation__c Checkbox If selected, the additional algorithm is enabled that automatically links the matched Activity record to the active Marketing Cycle record. Used in case of more than one active marketing cycle for different division categories. You can specify different linking parameters. Contact Category Fields API names CTCPG__ContactCategoryFields__c Text Area(255) Specify the list of API names of fields that represent the picklist with division categories for the Contact object (separated by a comma, without blank space). Contact Target Flags API names CTCPG__ContactTargetFlagsFields__c Text Area(255) Specify the list of API names of checkbox fields that are responsible for the selection of a division for the Contact record. Create Next Activity CTCPG__CreateNextActivity__c Checkbox If selected, a new Activity record will be automatically created on the specific date from the CTCPG__NextCallDate__c field of an Activity record after changing the activity status to Finished. Create a record of Next Call Settings for the required Activity record type. Create Related Activity Data records CTCPG__CreateRelatedActivityDataRecords__c Checkbox If selected, the Activity Data record based on parameters of an active Marketing Cycle and Marketing Detail Tracking records will be created for the corresponding Activity record. If unselected, the related Activity Data will be pulled to the Activity record after opening the Activity Report page. Only Activities with the completed Activity Data will be saved to not take up space in the Salesforce organization by records without details. Enable Objective History tracking CTCPG__EnableObjectiveHistoryTracking__c Checkbox If selected, the previous Objective values for the Activity records will be saved. According to the Next Call Settings record, a new active Activity record will be created and the previous record will be deactivated in the Objective object. The user should have a Next Call Settings record for populating the Objective field on the Activity Report page. Enable Objectives CTCPG__IsObjectivesEnabled__c Checkbox If selected, you’re allowed to create objectives for the Activity records. Max days for activity planning CTCPG__MaxPlanningDays__c Number(18,0) Specify the maximum period of marketing cycles. The value cannot be more than 800 days. Objective Tracking Period CTCPG__ObjectiveTrackingPeriod__c Text Area(255) Specify how long to store the history of objectives. The available values: month quarter year a marketing cycle Recalculate TF Records CTCPG__EnableTFRecalculate__c Checkbox If selected, when a new marketing cycle is activated, the active Target Frequency records will be copied and the old and inactive ones will be deactivated. Share Activity with Joint Visit Users CTCPG__IsJointActivityShareEnabled__c Checkbox If selected, access for a representative to view the corresponding Joint Visit record is granted. Show Page Headers CTCPG__IsPageHeaderEnabled__c Checkbox If selected, headers with the standard Salesforce tabs are shown on the Calendar and Activity Report pages. If not selected, the Calendar and Activity Report pages are open in a full-screen mode.","title":"Application Settings","component":"ctcpg","version":"","name":"application-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/application-settings.html","titles":[]},"148":{"id":148,"text":"Calendar Tab Settings is intended to define the display and availability of the Legacy Calendar tabs for profiles. API name in Salesforce: CTCPG__CalendarTabSettings__c Field API Name Type Description Default Tab CTCPG__DefaultTab__c Text(255) Specify the default tab. Available values: tabletab for the Table View treetab for the Hierarchy View usertab for the Employee Calendar Employee Calendar Tab CTCPG__IsUserCalendarTabEnabled__c Checkbox If enabled, the Employee Calendar tab is displayed. Hierarchy View Tab CTCPG__IsHierarchyViiewTabEnabled__c Checkbox If enabled, the Hierarchy View tab is displayed. List Views Tab CTCPG__IsListViewsTabEnabled__c Checkbox If enabled, the List Views tab is displayed. Settings Tab CTCPG__IsSettingsEnabled__c Checkbox If enabled, the Settings tab is displayed. Show page header CTCPG__IsPageHeaderEnabled__c Checkbox If enabled, the standard Salesforce header menu is displayed. Show Sidebar CTCPG__IsSidebarEnabled__c Checkbox Not in use. Table View Tab CTCPG__IsTableViewTabEnabled__c Checkbox If enabled, the Table View tab is available.","title":"Calendar Tab Settings","component":"ctcpg","version":"","name":"calendar-tab-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/calendar-tab-settings.html","titles":[]},"149":{"id":149,"text":"Change Request Mapping is intended to provide the Change Request process with the corresponding record type. API name in Salesforce: CTCPG__CR_Mapping__c Field API Name Type Description Change Request Field CTCPG__Change_Request_Field__c Text (255) The API name of the field of the Change Request object. This field represents the target field of the object (that is specified in the CTCPG__Target_Object_Field__c field) and stores the value to change. Change Request Record Type CTCPG__Change_Request_Record_Type__c Text (255) The record type of the Change Request object. Order on layout CTCPG__Order__c Number (18,0) The order number of the Change Request process. Required CTCPG__Required__c Checkbox If the Change Request process is required. Target Object Field CTCPG__Target_Object_Field__c Text (255) The API name of the field to change on the target object. Target Object Name CTCPG__Target_Object_Name__c Text (255) The API name of the target object, which record is affected by the Change Request process.","title":"Change Request Mapping","component":"ctcpg","version":"","name":"change-request-mapping","url":"/ctcpg/admin-guide/cpg-custom-settings/change-request-mapping.html","titles":[]},"150":{"id":150,"text":"The information below is incomplete and will be updated. This setting is necessary for the Change Request functionality. Change Request Object Settings is intended to store settings for objects to be affected by the Change Request: Create and Change Request: Succession processes. The object specified in the CTCPG__Target_Object__c field should have the Target and _something record types, for example, Temporarily or _Succession, to be able for changing the record type during the _Change Request process. API name in Salesforce: CTCPG__Change_Request_Objects__c Field API Name Type Description Change Request Driven Creation CTCPG__isCRDriven__c Checkbox If enabled, the Change Request is active. Custom Processor CTCPG__Custom_Processor__c Text (255) If needed, create the Apex class, which will be responsible for the custom logic, and add its API name: inherit processors from the ChangeRequestProcessors class override the doProcess and doRegress methods Read-Only Fields CTCPG__Read_Only_Fields__c Text (255) Additional fields are displayed as read-only on the Change Request layout. Target Object CTCPG__Target_Object__c Text (255) (Unique Case Insensitive) The API name of the target object, which record is affected by the Change Request process, for example, Account. Target Object Lookup CTCPG__Target_Object_Lookup__c Text (255) The lookup field API name of the Change Request object that is related to the target object, for example, AccountId__c. Target Object Record Type Suffix Create CTCPG__Target_Object_Record_Type_Suffix_Create__c Text (255) The suffix API Name, which will be attributed to a new object creation via the Change Request: Create process. Target Object Record Type Suffix Succeed CTCPG__Target_Object_Record_Type_Suffix_Succeed__c Text (255) The suffix API Name, which will be attributed to a new object creation via the Change Request: Succession process. Target Object Status Field CTCPG__Target_Object_Status_Field__c Text (255) The Status field API Name of the target object. Target Object Status Invalid CTCPG__Target_Object_Status_Invalid__c Text (255) The value from the Status field of the target object, which indicates the record of the target object is inactive. Target Object Status Succession CTCPG__Target_Object_Status_Succession__c Text (255) The value from the Status field of the target object, which indicates the record of the target object is on the Awaiting Succession stage. Target Object Status Valid CTCPG__Target_Object_Status_Valid__c Text (255) The value from the Status field of the target object, which indicates the record of the target object is active. Target Object Succession Parent Lookup CTCPG__Target_Object_Succession_Parent_Lookup__c Text (255) The lookup field API name of the target object that is related to the succeeded object, for example, Succession_from__c, via the Change Request: Succession process.","title":"Change Request Object Settings","component":"ctcpg","version":"","name":"change-request-object-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/change-request-object-settings.html","titles":[]},"151":{"id":151,"text":"The information below is incomplete and will be updated. Change Request Mapping is intended to provide setup info to specify which fields of the target object record and which fields of the object records linked to the target object should be cloned or re-parented within the Change Request: Succession process. API name in Salesforce: CTCPG__Change_Request_Succession_Cloning__c Field API Name Type Description Cloned Related Objects CTCPG__Cloned_Relationships__c Text (255) The API names of objects that are linked to the target object (separated by a comma, without a blank space) to clone their records. Field API Names CTCPG__Field_API_Names__c Text (255) The field API Names of the target object to be included when cloning or re-parenting (separated by a comma, without a blank space). Invert field inclusion logic CTCPG__Invert_Field_Logic__c Checkbox If enabled, the fields specified in the CTCPG__Field_API_Names__c field should be excluded when cloning or re-parenting. Parent Object CTCPG__Parent_Object__c Text (255) The parent object API name, a record of which should be inherited. Reparent CTCPG__doReparent__c Checkbox If enabled, the target object record should be re-parented. Reparent Back On Rejection CTCPG__doReparent_Back_on_Rejection__c Checkbox If enabled, the target object record should be re-parented back to rejection. Target Object CTCPG__Target_Object__c Text (255) The API name of the target object, which record is affected by the Change Request process.","title":"Change Request Succession Cloning","component":"ctcpg","version":"","name":"change-request-succession-cloning","url":"/ctcpg/admin-guide/cpg-custom-settings/change-request-succession-cloning.html","titles":[]},"152":{"id":152,"text":"Company Product Tab Settings is used to display tracking company products on the tab of the Activity Report page for the specific user or profile based on the division category. By default, there is the setting for the whole Salesforce organization. To enhance or restrict a particular user or profile access, create a new record. API name in Salesforce: CTCPG__CompanyProductTab__c Field API Name Type Description Active CTCPG__IsActive__c Checkbox If selected, the setting is active, and CT Products will be pulled to the corresponding Activity Report. Additional Parameter CTCPG__AdditionalParam__c Text (255) Additional SOQL-criterion to filter available CT Product records to select in the CTCPG__FieldToShowAsPicklist__c field. To filter records, the criteria line should start with the WHERE keyword. The CTCPG__ShowLookupAsPicklist__c checkbox should be active, and the CTCPG__FieldToShowAsPicklist__c field should be populated. Allow Record Management CTCPG__AllowRecordManagement__c Text (255) Specify if the user is allowed to create and delete records on the Company Products tab of the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without blank spaces): true to enable false to restrict Field Set Name CTCPG__FieldSetName__c Text (255) Specify the API name of the fieldset for the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without a blank space). Field To Show As Picklist CTCPG__FieldToShowAsPicklist__c Text (255) The field API name with lookup type to the CT Product record of the Activity object that should be displayed as a picklist, for example, ProductId__c. Read Only ProductId CTCPG__FieldSetName__c Text (255) Specify if the lookup field to the CT Product record should be read-only or available to modify on the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without blank spaces): true to enable read-only mode false to enable the edit mode Record Type Developer Name CTCPG__RecordTypeDeveloperName__c Text (255) Specify the list of API names of Activity record types to display the Company Products tab on the Activity Report page (separated by a comma, without blank spaces). Show Lookup As Picklist CTCPG__ShowLookupAsPicklist__c Checkbox If selected, available CT Product records will be shown as a picklist according to conditions specified in the CTCPG__AdditionalParam__c field.","title":"Company Product Tab Settings","component":"ctcpg","version":"","name":"company-product-tab-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/company-product-tab-settings.html","titles":[]},"153":{"id":153,"text":"Competitor Product Tab Settings is used to display tracking competitor products on the tab of the Activity Report page for the specific user or profile based on the division category. By default, there is the setting for the whole Salesforce organization. To enhance or restrict a particular user or profile access, create a new record. API name in Salesforce: CTCPG__CompetitorProductTab__c Field API Name Type Description Active CTCPG__IsActive__c Checkbox If selected, the setting is active, and CT Products will be pulled to the corresponding Activity Report. Additional Parameter CTCPG__AdditionalParam__c Text (255) Additional SOQL-criterion to filter available CT Product records to select in the CTCPG__FieldToShowAsPicklist__c field. To filter records, the criteria line should start with the WHERE keyword. The CTCPG__ShowLookupAsPicklist__c checkbox should be active, and the CTCPG__FieldToShowAsPicklist__c field should be populated. Allow Record Management CTCPG__AllowRecordManagement__c Text (255) Specify if the user is allowed to create and delete records on the Competitor Product tab of the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without blank spaces): true to enable false to restrict Field Set Name CTCPG__FieldSetName__c Text (255) Specify the API name of the field set for the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without a blank space). Field To Show As Picklist CTCPG__FieldToShowAsPicklist__c Text (255) The field API name with lookup type to the CT Product record of the Activity object that should be displayed as a picklist, for example, ProductId__c. Read Only ProductId CTCPG__FieldSetName__c Text (255) Specify if the lookup field to the CT Product record should be read-only or available to modify on the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without blank spaces): true to enable read-only mode false to enable the edit mode Record Type Developer Name CTCPG__RecordTypeDeveloperName__c Text (255) Specify the list of API names of Activity record types to display the Competitor Product tab on the Activity Report page (separated by a comma, without blank spaces). Show Lookup As Picklist CTCPG__ShowLookupAsPicklist__c Checkbox If selected, available CT Product records will be shown as a picklist according to conditions specified in the CTCPG__AdditionalParam__c field.","title":"Competitor Product Tab Settings","component":"ctcpg","version":"","name":"competitor-product-tab-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/competitor-product-tab-settings.html","titles":[]},"154":{"id":154,"text":"Division Target Frequency Settings is intended to specify the Account and Contact target fields for each division. The Alpha and Beta records are available by default. In case of creating new divisions, you should create a record of the Division Target Frequency Setting for each one. API name in Salesforce: CTCPG__DivisionTFSettings__c Field API Name Type Description Account Target Category field CTCPG__AccountTargetCategoryField__c Text Area(255) Specify the Account field API name that represents the division and contains the division categories. Account Target Flag field CTCPG__AccountTargetFlagField__c Text Area(255) Specify the Account field API name of the checkbox that indicates the selected division. Contact Target Category field CTCPG__ContactTargetCategoryField__c Text Area(255) Specify the Contact field API name that represents the division and contains the division categories. Contact Target Flag field CTCPG__ContactTargetFlagField__c Text Area(255) Specify the Contact field API name of the checkbox that indicates the selected division. Enable Category selection CTCPG__EnableCategorySelection__c Checkbox If enabled, you can select the available division category in the Target Assignment dialog box on the Account or Contact tab. If disabled, the division categories are not in use. For example, if you have a Call Rate record for the specific division category, planned calls from this record will not be copied into the Target Frequency record for the target Account or Contact via the targeting process.","title":"Division Target Frequency Settings","component":"ctcpg","version":"","name":"division-target-frequency-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/division-target-frequency-settings.html","titles":[]},"155":{"id":155,"text":"Dynamic Group Settings is used for managing parameters of creating CPG groups. API name in Salesforce: CTCPG__DynamicGroupSettings__c Field API Name Type Description Batch Size for Processing CTCPG__BatchSizeForProcessing__c Number(4,0) Specify the batch size to process the CPG Group Member records. The size should be in the range of 1 to 2000. In case of an incorrect value, the size will be set as 2000. Batch Size for Removing CTCPG__BatchSizeForRemoving__c Number(4,0) Specify the batch size to remove the CPG Group Member records. The size should be in the range of 1 to 2000. In case of an incorrect value, the size will be set as 2000.","title":"Dynamic Group Settings","component":"ctcpg","version":"","name":"dynamic-group-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/dynamic-group-settings.html","titles":[]},"156":{"id":156,"text":"Event Member Tab Settings is used to display participants of the particular event on the tab of the Activity Report page for the specific user or profile based on the division category. By default, there is the setting for the whole Salesforce organization. To enhance or restrict a particular user or profile access, create a new record. API name in Salesforce: CTCPG__EventMemverTab__c Field API Name Type Description Active CTCPG__IsActive__c Checkbox If selected, the setting is active, and participants can be added to the corresponding Activity Report. Additional Parameter CTCPG__AdditionalParam__c Text (255) Additional SOQL-criterion to filter available Contact records to select in the CTCPG__FieldToShowAsPicklist__c field. To filter records, the criteria line should start with the WHERE keyword. The CTCPG__ShowLookupAsPicklist__c checkbox should be active, and the CTCPG__FieldToShowAsPicklist__c field should be populated. Allow Record Management CTCPG__AllowRecordManagement__c Text (255) Specify if the user is allowed to add and remove participants on the Event Members tab of the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without blank spaces): true to enable; false to restrict. Field Set Name CTCPG__FieldSetName__c Text (255) Specify the API name of the field set for the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without a blank space). Field To Show As Picklist CTCPG__FieldToShowAsPicklist__c Text (255) The field API name with lookup type to the Contact record of the Activity object that should be displayed as a picklist, for example, ContactId__c. Read Only ContactId CTCPG__FieldSetName__c Text (255) Specify if the lookup field to the Contact record should be read-only or available to modify on the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without blank spaces): true to enable read-only mode; false to enable the edit mode. Record Type Developer Name CTCPG__RecordTypeDeveloperName__c Text (255) Specify the list of API names of Activity record types to display the Event Members tab on the Activity Report page (separated by a comma, without blank spaces). Show Lookup As Picklist CTCPG__ShowLookupAsPicklist__c Checkbox If selected, available Contact records will be shown as a picklist according to conditions specified in the CTCPG__AdditionalParam__c field.","title":"Event Member Tab Settings","component":"ctcpg","version":"","name":"event-member-tab-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/event-member-tab-settings.html","titles":[]},"157":{"id":157,"text":"Expenses Tab Settings is used to display rental items for the event, for example, promo materials or mobile stands, on the tab of the Activity Report page for the specific user or profile based on the division category. By default, there is the setting for the whole Salesforce organization. To enhance or restrict a particular user or profile access, create a new record. API name in Salesforce: CTCPG__ExpensesTab__c Field API Name Type Description Active CTCPG__IsActive__c Checkbox If selected, the setting is active, and rental items can be added to the corresponding Activity Report. Additional Parameter CTCPG__AdditionalParam__c Text (255) Not in use. Allow Record Management CTCPG__AllowRecordManagement__c Text (255) Specify if the user is allowed to add and remove rental items on the Expenses tab of the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without blank spaces): true to enable; false to restrict. Field Set Name CTCPG__FieldSetName__c Text (255) Specify the API name of the field set for the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without a blank space). Field To Show As Picklist CTCPG__FieldToShowAsPicklist__c Text (255) Not in use. Record Type Developer Name CTCPG__RecordTypeDeveloperName__c Text (255) Specify the list of API names of Activity record types to display the Event Members tab on the Activity Report page (separated by a comma, without blank spaces). Show Lookup As Picklist CTCPG__ShowLookupAsPicklist__c Checkbox Not in use.","title":"Expenses Tab Settings","component":"ctcpg","version":"","name":"expenses-tab-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/expenses-tab-settings.html","titles":[]},"158":{"id":158,"text":"The main CT CPG parameters are defined and store in the following custom settings: Activity Layout Settings Activity Report Filters Application Settings Calendar Tab Settings Change Request Mapping Change Request Object Settings Change Request Succession Cloning Company Product Tab Settings Competitor Product Tab Settings Division Target Frequency Settings Dynamic Group Settings Event Member Tab Settings Expenses Tab Settings Inventory Tab Settings Marketing Cycle Linking Settings Next Call Settings POS Material Tab Settings Special Tracking Tab Settings Target Frequency Settings Trigger Settings","title":"CT CPG Custom Settings","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/cpg-custom-settings/index.html","titles":[]},"159":{"id":159,"text":"Inventory Tab Settings is used to display tracking rented items for the point-of-sales on the tab of the Activity Report page for the specific user or profile based on the division category. By default, there is the setting for the whole Salesforce organization. To enhance or restrict a particular user or profile access, create a new record. API name in Salesforce: CTCPG__InventoryTab__c Field API Name Type Description Active CTCPG__IsActive__c Checkbox If selected, the setting is active and CT Products will be pulled to the corresponding Activity Report. Additional Parameter CTCPG__AdditionalParam__c Text (255) Additional SOQL-criterion to filter available CT Product records to select in the CTCPG__FieldToShowAsPicklist__c field. To filter records, the criteria line should start with the WHERE keyword. The CTCPG__ShowLookupAsPicklist__c checkbox should be active, and the CTCPG__FieldToShowAsPicklist__c field should be populated. Allow Record Management CTCPG__AllowRecordManagement__c Text (255) Not in use. Field Set Name CTCPG__FieldSetName__c Text (255) Specify the API name of the field set for the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without a blank space). Field To Show As Picklist CTCPG__FieldToShowAsPicklist__c Text (255) The field API name with lookup type to the CT Product record of the Activity object that should be displayed as a picklist, for example, ProductId__c. Read Only ProductId CTCPG__FieldSetName__c Text (255) Specify if the lookup field to the CT Product record should be read-only or available to modify on the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without blank spaces): true to enable read-only mode; false to enable the edit mode. Record Type Developer Name CTCPG__RecordTypeDeveloperName__c Text (255) Specify the list of API names of Activity record types to display the Inventory tab on the Activity Report page (separated by a comma,without blank spaces). Show Lookup As Picklist CTCPG__ShowLookupAsPicklist__c Checkbox If selected, available CT Product records will be shown as a picklist according to conditions specified in the CTCPG__AdditionalParam__c field.","title":"Inventory Tab Settings","component":"ctcpg","version":"","name":"inventory-tab-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/inventory-tab-settings.html","titles":[]},"160":{"id":160,"text":"Marketing Cycle Linking Settings is intended to enable the automatic linking of Activities with the specific record type to the active marketing cycle. The automatic linking of the Activities with the Visit record type is available by default. You can specify other Activity record types to enable automatic linking. API name in Salesforce: CTCPG__MarketingLinkSettings__c Field API Name Type Description Active CTCPG__IsActive__c Checkbox If selected, the automatic linking is enabled. Field API Name CTCPG__FieldAPIName__c Text Area(255) Specify the Record Type Name of the Activity record type.","title":"Marketing Cycle Linking Settings","component":"ctcpg","version":"","name":"marketing-cycle-linking-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/marketing-cycle-linking-settings.html","titles":[]},"161":{"id":161,"text":"Next Call Settings is responsible for transferring values from the selected fields of the previous CT CPG Activity record to the corresponding fields of the next CT CPG Activity record. The CTCPG__NextCallDate__c field on the previous CT CPG Activity record should be filled out with the future date. API name in Salesforce: CTCPG__NextCallSettings__c Field API Name Type Description Fields CTCPG__Fields__c Text Area(255) Specify field API names of the CT CPG Activity object that should be populated on the next CT CPG Activity record (separated by a comma, without a blank space). Name Name Text(255) The CT CPG Activity record type for which the Next Call Setting record is applied. Values CTCPG__Values__c Text Area(255) Specify field API names of the previous CT CPG Activity record whose values should be copied into the fields added in the CTCPG__Fields__c field (separated by a comma, without a blank space).","title":"Next Call Settings","component":"ctcpg","version":"","name":"next-call-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/next-call-settings.html","titles":[]},"162":{"id":162,"text":"POS Material Tab Settings is used to display tracking POS materials on the tab of the Activity Report page for the specific user or profile based on the division category. By default, there is the setting for the whole Salesforce organization. To enhance or restrict a particular user or profile access, create a new record. API name in Salesforce: CTCPG__POSMaterialTab__c Field API Name Type Description Active CTCPG__IsActive__c Checkbox If selected, the setting is active, and CT Products will be pulled to the corresponding Activity Report. Additional Parameter CTCPG__AdditionalParam__c Text (255) Additional SOQL-criterion to filter available CT Product records to select in the CTCPG__FieldToShowAsPicklist__c field. To filter records, the criteria line should start with the WHERE keyword. The CTCPG__ShowLookupAsPicklist__c checkbox should be active, and the CTCPG__FieldToShowAsPicklist__c field should be populated. Allow Record Management CTCPG__AllowRecordManagement__c Text (255) Specify if the user is allowed to create and delete records on the POS Material tab of the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without blank spaces): true to enable; false to restrict. Field Set Name CTCPG__FieldSetName__c Text (255) Specify the API name of the field set for the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without a blank space). Field To Show As Picklist CTCPG__FieldToShowAsPicklist__c Text (255) The field API name with lookup type to the CT Product record of the Activity object that should be displayed as a picklist, for example, ProductId__c. Read Only ProductId CTCPG__FieldSetName__c Text (255) Specify if the lookup field to the CT Product record should be read-only or available to modify on the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without blank spaces): true to enable read-only mode; false to enable the edit mode. Record Type Developer Name CTCPG__RecordTypeDeveloperName__c Text (255) Specify the list of API names of Activity record types to display the POS Material tab on the Activity Report page (separated by a comma, without blank spaces). Show Lookup As Picklist CTCPG__ShowLookupAsPicklist__c Checkbox If selected, available CT Product records will be shown as a picklist according to conditions specified in the CTCPG__AdditionalParam__c field.","title":"POS Material Tab Settings","component":"ctcpg","version":"","name":"pos-material-tab-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/pos-material-tab-settings.html","titles":[]},"163":{"id":163,"text":"Special Tracking Tab Settings is used to display tracking tasks and objectives on the tab of the Activity Report page for the specific user or profile based on the division category. By default, there is the setting for the whole Salesforce organization. To enhance or restrict a particular user or profile access, create a new record. API name: CTCPG__SpecialTrackingTab__c Field API Name Type Description Active CTCPG__IsActive__c Checkbox If selected, the setting is active, and created records will be pulled to the corresponding Activity Report. Boolean Answer Field Name CTCPG__BooleanAnswerFieldName__c Text (255) Specify the field API name with the checkbox type on the Activity Data object, which is used to store logical values in created records. Currency Answer Field Name CTCPG__CurrencyAnswerFieldName__c Text (255) Specify the field API name with the currency type on the Activity Data object, which is used to store currency values in created records. Number Answer Field Name CTCPG__NumberAnswerFieldName__c Text (255) Specify the field API name with the number type on the Activity Data object, which is used to store number values in created records. Record Type Developer Name CTCPG__RecordTypeDeveloperName__c Text (255) Specify the list of API names of Activity record types to display the Special Tracking tab on the Activity Report page (separated by a comma, without blank spaces). Text Answer Field Name CTCPG__textAnswerFieldName__c Text (255) Specify the field API name with the text type on the Activity Data object, which is used to store text values in created records.","title":"Special Tracking Tab Settings","component":"ctcpg","version":"","name":"special-tracking-tab-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/special-tracking-tab-settings.html","titles":[]},"164":{"id":164,"text":"Not in use. Target Frequency Settings is intended to specify available categories of the records with the specific type of Marketing Detail Tracking. API name in Salesforce: CTCPG__TFSettings__c Field API Name Type Description Available Account Picklist Labels CTCPG__AccountTargetCategoryField__c Text Area(255) Available Account Picklist Values CTCPG__AccountTargetFlagField__c Text Area(255) Available Contact Picklist Labels CTCPG__ContactTargetCategoryField__c Text Area(255) Available Contact Picklist Values CTCPG__ContactTargetFlagField__c Text Area(255) Enable Category selection CTCPG__EnableCategorySelection__c Checkbox","title":"Target Frequency Settings","component":"ctcpg","version":"","name":"target-frequency-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/target-frequency-settings.html","titles":[]},"165":{"id":165,"text":"Trigger Settings is used to switch one certain trigger or trigger context on/off. Deactivation of a CT CPG trigger can result in data inconsistency or loss of data. Records CT CPG triggers are available by default and active. If you updated the CT CPG package, some triggers may not be present in the Trigger Settings list. Unless the corresponding Trigger Settings record is present, the CT CPG trigger is deactivated and will not in operation. API name in Salesforce: CTCPG__TriggerSettings__c Field API Name Type Description Active CTCPG__IsActive__c Checkbox If selected, the trigger is active. Bypass Logic CTCPG__BypassLogic__c Text Area (255) Enter the trigger event API name to prevent the trigger event from execution (separated by a comma, without blank spaces). Comments CTCPG__Comments__c Text Area (255) Specify the description of a current setting. Name Name API Name of the required trigger. Prevent re-execution CTCPG__IsReexecutionPrevented__c Checkbox If selected, the trigger will not re-execute within one transaction, for example, in case of another trigger invokes it. If not, in case of the presence of the custom logic, such as Workflow or Process Builder, the trigger will be invoked before and after custom logic.","title":"Trigger Settings","component":"ctcpg","version":"","name":"trigger-settings","url":"/ctcpg/admin-guide/cpg-custom-settings/trigger-settings.html","titles":[]},"166":{"id":166,"text":"Table of Contents Create a Static CPG Group Manage Static CPG Group Members Create a static CPG group and manage its members. To create a static CPG group: Go to the Groups tab. Click New. Fill in the CPG group parameters, such as: Read the description of each parameter here. Enter Group Name. Select Group Type. Group Type cannot be changed after saving the group. Leave the Dynamic Group checkbox unchecked. Click Save. The static group of records is created. The SOQL Builder tab opens. Enter criteria using the OR / AND buttons. Check the SOQL Query record above the builder. Click Save and confirm. The static group is created. To view static CPG group members, go to the Group Members tab. Click New to manually add a CPG group member. A CPG Group Member record will not be recalculated after changing the SOQL criteria. To recalculate a CPG Group Member record, uncheck the Manual field on the added CPG Group Member record. Add the Manual field to the Group Member page layout. An empty record cannot be added as a CPG Group Member record. Only the records of the selected Group Type on the CPG Group record can be added as a group member.","title":"Create a Static CPG Group","component":"ctcpg","version":"","name":"create-a-static-cpg-group","url":"/ctcpg/admin-guide/cpg-groups-management/create-a-static-cpg-group.html","titles":[{"text":"Create a Static CPG Group","hash":"h2_411285314","id":1},{"text":"Manage Static CPG Group Members","hash":"h2_1766846133","id":2}]},"167":{"id":167,"text":"Table of Contents Create a Dynamic CPG Group Manage Dynamic CPG Group Members Update a Dynamic CPG Group Recalculation per Record Schedule Recalculation Create a dynamic CPG group and manage its members. To create a static CPG group: Go to the Groups tab. Click New. Fill in the CPG group parameters, such as: Read the description of each parameter here. Enter Group Name; Select Group Type; Group Type cannot be changed after saving the group. Select the Dynamic Group checkbox. Click Save. The dynamic group of records is created. The SOQL Builder tab opens. Enter criteria using the OR / AND buttons. Check the SOQL Query record above the builder. Click Save and confirm. The dynamic group is created. To view dynamic CPG group members, go to the Group Members tab. Click New to manually add a CPG group member. A CPG Group Member record will not be recalculated after changing the SOQL criteria. To recalculate a CPG Group Member record, uncheck the Manual field on the added CPG Group Member record. Add the Manual field to the Group Member page layout. An empty record cannot be added as a CPG Group Member record; Only the records of the selected Group Type on the CPG Group record can be added as a group member. To update a dynamic group, you can choose between recalculation per record, dependent on the Apex trigger activation, or scheduling recalculation manually. If a user creates, updates, or removes a record of the object that matches the criteria of the dynamic group, the GroupMemberProcess trigger immediately recalculates the dynamic group. It checks specific fields of the record and updates the corresponding dynamic group(s). Object records will not be recalculated if only the records of the child objects have been changed. By default, the dynamic groups are updated daily. The special Apex Schedule_DynamicGroup class will be run to update all the dynamic groups according to all the criteria for each parent and child objects. Manually added group members cannot be recalculated. To recalculate this record, uncheck the Manual field. For further information, please refer to Developer Salesforce: Apex Scheduler.","title":"Create and Update a Dynamic CPG Group","component":"ctcpg","version":"","name":"create-and-update-a-dynamic-cpg-group","url":"/ctcpg/admin-guide/cpg-groups-management/create-and-update-a-dynamic-cpg-group.html","titles":[{"text":"Create a Dynamic CPG Group","hash":"h2_2088856957","id":1},{"text":"Manage Dynamic CPG Group Members","hash":"h2_1766846133","id":2},{"text":"Update a Dynamic CPG Group","hash":"h2_2007782862","id":3},{"text":"Recalculation per Record","hash":"h3_1694404096","id":4},{"text":"Schedule Recalculation","hash":"h3_1746193321","id":5}]},"168":{"id":168,"text":"CPG Groups are intended to store objects' records in alignment with SOQL filters applied to these objects and their child objects. Use CPG groups to assign tasks per clients' segment, run promotions for not popular products, or set up an onboarding procedure for new users. Follow the guidelines to configure CPG Groups: If needed, specify a custom object to use in groups. Create static groups for ad hoc tasks, such as e-mail newsletters. Create and update dynamic groups for scheduled procedures, such as a group of users for the onboarding process. When using the apostrophe (') symbol in the SOQL query, escape it with a backslash (\\). For example: SELECT name FROM Account WHERE Name = 'TEST\\'ING' We do not recommend to use different fields with the same names in the SOQL queries. The reason is that Dynamic SOQL in the Managed Package uses the default package field and ignores the field with the same name, but with the package prefix.","title":"CPG Groups Management","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/cpg-groups-management/index.html","titles":[]},"169":{"id":169,"text":"It is possible to specify desired objects that should be used in a static or dynamic group. Add a required object as a new group type: Go to Setup → Object Manager → CPG Group → Fields & Relationships → Group Type. In the Values section, click New. As the picklist values, add the API name of an object you like to use and click Save. The API name must be written with a namespace prefix (if any) and postfix (if any). You may set any label for this picklist value. Go to Object Manager → CPG Group Member → click New. Create a lookup from the CPG Group Member to the object you specified in step 3. There must be only one lookup field for one object. Otherwise, we may not guarantee which lookup will be in use. The setup is complete. We recommend changing names of the given below Apex class and trigger to match your naming convention. To apply the dynamic group logic to objects, customize and add Apex class and trigger. In the Test_DynamicGroupExtension.cls Apex class, check the package name and specify API name of the required group object within /** SETUP THIS */ and /** FINISH SETUP */. Click to see the Apex class /******************************************************************************* * Copyright Copyright(C) 2007-2021 Customertimes Corp. * Columbus Circle, 15th Floor, #1513 * New York, NY 10019 * mailto:support@customertimes.com * * Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation * files (the \"Software\"), to deal in the Software without restriction, including without limitation the rights to use, copy, * modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the * Software is furnished to do so, subject to the following conditions: * * The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. * * THE SOFTWARE IS PROVIDED \"AS IS\", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO * THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS * OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, * ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. */ @isTest public with sharing class Test_DynamicGroupExtension { /** SETUP THIS */ private static final String ctPackage = 'CTCPG'; private static final String objectName = 'OBJECT_API_NAME'; // Your object API name /** FINISH SETUP */ // Test variables private static final String targetName = 'Test Name'; private static String getName(String name) { return ctPackage + '__' + name; } @TestSetup static void setup() { SObject dynamicGroup = Schema.getGlobalDescribe().get(getName('Group__c')).newSObject(); dynamicGroup.put(getName('ObjectType__c'), objectName); dynamicGroup.put(getName('IsDynamic__c'), true); dynamicGroup.put(getName('GroupFilter__c'), 'Name Like \\'%' + targetName + '%\\''); dynamicGroup.put(getName('FieldList__c'), 'Name'); insert dynamicGroup; } @IsTest static void testInsert() { SObject currentObject = Schema.getGlobalDescribe().get(objectName).newSObject(); currentObject.put('Name', targetName); Test.startTest(); //Checking how the trigger works when inserting a record insert currentObject; Test.stopTest(); } @IsTest static void testUpdate() { SObject currentObject = Schema.getGlobalDescribe().get(objectName).newSObject(); currentObject.put('Name', targetName); Test.startTest(); //Checking how the trigger works when inserting a record insert currentObject; //We check the trigger when updating the record, dynamic groups should not work in this case currentObject.Name = 'testMark2'; update currentObject; Test.stopTest(); } @IsTest static void testDelete() { SObject currentObject = Schema.getGlobalDescribe().get(objectName).newSObject(); currentObject.put('Name', targetName); Test.startTest(); //Checking how the trigger works when inserting a record insert currentObject; //Checking how the trigger works when deleting a record delete currentObject; Test.stopTest(); } @IsTest static void testUndelete() { SObject currentObject = Schema.getGlobalDescribe().get(objectName).newSObject(); currentObject.put('Name', targetName); Test.startTest(); //Checking how the trigger works when inserting a record insert currentObject; //Checking how the trigger works when deleting a record delete currentObject; undelete currentObject; Test.stopTest(); } } In the DynamicGroupExtensionProcess.trigger Apex trigger: Check the package name. Instead of OBJECT_API_NAME, enter the API name of the required group object. Click to see the Apex trigger /******************************************************************************* * Copyright Copyright(C) 2007-2021 Customertimes Corp. * Columbus Circle, 15th Floor, #1513 * New York, NY 10019 * mailto:support@customertimes.com * * Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation * files (the \"Software\"), to deal in the Software without restriction, including without limitation the rights to use, copy, * modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the * Software is furnished to do so, subject to the following conditions: * * The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. * * THE SOFTWARE IS PROVIDED \"AS IS\", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO * THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS * OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, * ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. */ /** * SETUP THIS: * - Replace OBJECT_API_NAME with the api name of the object for which you want to enable Dynamic Groups. */ trigger DynamicGroupExtensionProcess on OBJECT_API_NAME (before delete, after insert, after update, after undelete) { if(Trigger.isInsert && Trigger.isAfter) { CTCPG.GlobalDynamicGroups.calculateGroupMembers(Trigger.new, Trigger.oldMap, 'ai'); } if(Trigger.isUpdate && Trigger.isAfter) { CTCPG.GlobalDynamicGroups.calculateGroupMembers(Trigger.new, Trigger.oldMap, 'au'); } if(Trigger.isUndelete && Trigger.isAfter) { CTCPG.GlobalDynamicGroups.calculateGroupMembers(Trigger.new, Trigger.oldMap, 'aud'); } if(Trigger.isDelete && Trigger.isBefore) { CTCPG.GlobalDynamicGroups.deleteGroupMembers(Trigger.old); } } Deploy the customized Apex class and trigger to your Salesforce instance using your IDE, Workbench, SFDX, or any other tool. The setup is complete.","title":"Specify a Custom Object for a CPG Group","component":"ctcpg","version":"","name":"specify-a-custom-object-for-a-cpg-group","url":"/ctcpg/admin-guide/cpg-groups-management/specify-a-custom-object-for-a-cpg-group.html","titles":[{"text":"Add a Custom Object","hash":"h2_1226814596","id":1},{"text":"Set up Apex Class and Trigger","hash":"h2_1560790028","id":2}]},"170":{"id":170,"text":"Specify clients to whom you wish to sell the assortments by creating the Account Assortment record that ties the required Account records with Assortment records. Multiple Assortment records can be assigned for the same Account record, and vice versa. To assign the Assortment record to the Account record, go to the Assortments or Accounts tab. The Assortments related list should be available on the Account page layout. The assigned Assortment records will be available to select on the Activity Report page or, in case of using the marketing cycle, will be automatically pulled to the Activity Report. To assign Assortment to the Account record: Go to the Assortments tab and click the required Assortment record. In the Accounts section, click New. Fill in the required fields. Select Account. Set Active to use the Assortment record. Set Primary to see the Assortment record first on the CT Product related tab on the Activity Report page. Add Start Date and End Date to set up the period when the selected Assortment record will be available for the particular Account record. Click Save. The assortment is assigned. To assign Assortment to the Account record: Go to the Accounts tab and click the required Account record. In the Assortments section, click New. Fill in the required fields. Select Assortment. Set Active to use the Assortment record. Specify dates that the selected Assortment record will be available for the particular Account record. Click Save. The assortment is assigned.","title":"Assign Assortments to Accounts","component":"ctcpg","version":"","name":"assign-assortments-to-accounts","url":"/ctcpg/admin-guide/ct-products-and-assortments-management/assign-assortments-to-accounts.html","titles":[{"text":"The Assortments Tab","hash":"h2_2040275419","id":1},{"text":"The Account tab","hash":"h2_1205414247","id":2}]},"171":{"id":171,"text":"Specify clients to whom you wish to rent Inventories by creating the Inventory record that ties the required Account records with CT Product records of the Inventory record type. Multiple Inventory records can be assigned for the same Account record, and vice versa. To assign a CT Product record of the Inventory record type as the Inventory record to the Account record, go to the Accounts tab. The Inventories related list should be available on the Account page layout. The assigned Inventory records will be displayed on the Inventory tab of the Activity Report page for the corresponding Account record. To assign a CT Product record of the Inventory record type as the Inventory record to the Account record: Go to the Accounts tab and click the required Account record. In the Inventories section, click New. Fill in the required fields. Read the description of each parameter here. In the Product filed, select CT Product with the Inventory record type. Set Active to use the Inventory record. Specify Installed Date, Status, and other parameters. Click Save. The inventory is assigned. The new Inventory record is displayed in the Inventories related list on the corresponding Account record.","title":"Assign Inventories to Accounts","component":"ctcpg","version":"","name":"assign-inventories-to-accounts","url":"/ctcpg/admin-guide/ct-products-and-assortments-management/assign-inventories-to-accounts.html","titles":[]},"172":{"id":172,"text":"You can upload new product records from the external ERP-system or separately create new CT Product records and differentiate them by specific categories, brands, and families. To upload multiple CT Product records, create a CSV file with required CT Product records, and then use Data Loader or DataImport Wizard to upload records to the Salesforce organization. To create a CT Product record: Go to the CT Product tab and click New. Select the record type and click Next. Fill in the product parameters, such as: Read the description of each parameter here. Product name and Brand, Family, and Type. If needed, update the values of the Brand, Family, and Type picklist on the CT Product object. Enable Price Audit to track product price changes. Select Category if needed. Add Parent product if needed. Set Active to use CT Product. Click Save. The СT Product is created.","title":"Create a New CT Product","component":"ctcpg","version":"","name":"create-a-new-ct-product","url":"/ctcpg/admin-guide/ct-products-and-assortments-management/create-a-new-ct-product.html","titles":[]},"173":{"id":173,"text":"Use assortments based on the clients' business size, contracts, loyalty, or other attributes to promote your lists of products for different types of clients. Create a new assortment that represents the list of available products as a unit. Add CT Products to the assortment: the same products can be used in more than one assortment; the Assortment record and CT Product records should be active. To create an assortment: Go to the Assortments tab and click New. Fill in the assortment parameters, such as: Read the description of each parameter here. Enter the Assortment name; Specify the Start Date and End Date of the assortment promotion; Set Default Assortment to use this record as default for all Accounts without personal assortments; Set Active. Click Save. The setup is complete. Now, add products to the new assortment. To add a product to the assortment: Go to the Assortments tab and click on the required Assortment record. On the Related tab, click New in the Assortment Products section. Specify parameters: Read the description of each parameter here. In the CT Product picklist, select the required product. In the Sort Order field, enter a number of the product position in the assortment. Set Required if needed. Click Save. The assortment is created.","title":"Create an Assortment","component":"ctcpg","version":"","name":"create-an-assortment","url":"/ctcpg/admin-guide/ct-products-and-assortments-management/create-an-assortment.html","titles":[{"text":"Create an Assortment","hash":"h2_1975088561","id":1},{"text":"Add CT Products to Assortment","hash":"h2_1291616949","id":2}]},"174":{"id":174,"text":"After configuring the main Application Settings, specify CT Products and Assortments to track them during visits to the clients. Follow the guidelines to configure CT products and Assortments according to your company goals: Add the required products to the Salesforce organization. add a single product; upload product records via Data Loader or Data Import Wizard; upload product catalogs from the external ERP-system. Upload or manually create a list of products—Assortments—based on CT Products, brands, and hierarchy sets in your product catalogs to promote them for different types of clients based on the clients' size, contracts, loyalty, or other attributes. Assign available assortments to the clients who should have this product list while it is active. Assign inventories for the required Account records to track rental items and their status.","title":"CT Products and Assortments Management","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/ct-products-and-assortments-management/index.html","titles":[]},"175":{"id":175,"text":"Go to the CT CPG Settings Panel. If you cannot see this tab, add it to the panel. While opening the CT CPG Settings Panel for the first time, in the pop-up window, click Allow: Pop-up windows in your web browser should be allowed. CT CPG.CTCPG.Allow Management of Self API custom permission must be enabled for the profile of the user with maximum access rights.","title":"7. Authorizing in CT CPG Settings Panel","component":"ctcpg","version":"","name":"7-authorizing-in-ct-cpg-settings-panel","url":"/ctcpg/admin-guide/getting-started/7-authorizing-in-ct-cpg-settings-panel.html","titles":[]},"176":{"id":176,"text":"To manage the Global record of Application Settings, or create a new one if you want to specify more than one marketing cycle: Go to Setup→ Custom Code → Custom Settings → click Manage next to Application Settings. Click Edit next to the Global record, or click New to create a new record. Specify the required parameters. Read the description of each parameter here. It is necessary to update records of Application Settings in case of using new divisions. Click Save. The setup is complete.","title":"6. Configuring Application Settings","component":"ctcpg","version":"","name":"configuring-application-settings","url":"/ctcpg/admin-guide/getting-started/configuring-application-settings.html","titles":[]},"177":{"id":177,"text":"Follow these steps to set up the CT CPG package in your Salesforce organization: 1. Preparing the Salesforce Organization 2. Installing CT CPG Package 3. Remote Site Settings 4. Managing CT CPG Licenses 5. User Permission Settings 6. Configuring Application Settings 7. Authorizing in CT CPG Settings Panel","title":"Getting Started","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/getting-started/index.html","titles":[]},"178":{"id":178,"text":"Before the installation, allow users to relate contacts to multiple accounts. The following Salesforce Editions are supported: Enterprise Unlimited Force.com Developer Performance To install the CT CPG package: Follow the direct link to the managed CT CPG package on the AppExchange site. Alternatively, go to the AppExchange site, enter CT CPG in the search box, and click CT CPG in the search results. Click Get It Now. Select the Installation type. The Install in Sandbox installation type requires production org credentials. Regardless of the installation type, you can use the CT CPG package for 30 days in trial mode. Read the installation details, agree with terms and conditions, and click Confirm and Install. Select the security level of installation and click Install. It is recommended to select Install for Admins Only security level. A Salesforce organization can contain numerous profiles. It may be unwise to give admin permissions to all the users. Admin can set the permissions for specific users after the package installation. It will take some time for the CT CPG package to be installed. You will receive the email at the specified email address when the process is finished. To view and manage the installed package, go to Setup → Installed Packages.","title":"2. Installing CT CPG Package","component":"ctcpg","version":"","name":"installing-ct-cpg-package","url":"/ctcpg/admin-guide/getting-started/installing-ct-cpg-package.html","titles":[]},"179":{"id":179,"text":"Table of Contents Grant Access to Users Restrict Access to Users Salesforce License options: Lightning Platform Sales Cloud Service Cloud Community Cloud Consumer Goods Cloud Health Cloud E-Commerce The administrator can grant or restrict access to users who can use the CT CPG package functionality by managing licenses. To select users who can use the CT CPG package functionality: Go to Setup (1) → Apps → Installed Packages (2). Click Manage Licenses (3) next to CT CPG. Click the Add Users button. The Add Users page opens. Select users from the Available Users list. Click Add. Also, you can click Add All Users if you want to grant access to all users. Selected users appear in the list of users who have access to the CT CPG package. To restrict access to the user(s): Go to Setup (1) → Apps → Installed Packages (2). Click Manage Licenses (3) next to CT CPG. Click Remove Multiple Users. Also, you can remove a single user by clicking Remove next to the user’s Full Name. Select users from the Available Users list. Click Remove. Also, you can click Remove All Users if you want to restrict access to the package for all users. The user(s) are removed from the list of users who have access to the CT CPG package.","title":"4. Managing CT CPG Licenses","component":"ctcpg","version":"","name":"managing-ct-cpg-licenses","url":"/ctcpg/admin-guide/getting-started/managing-ct-cpg-licenses.html","titles":[{"text":"Grant Access to Users","hash":"h2_898975961","id":1},{"text":"Restrict Access to Users","hash":"h2_1361513113","id":2}]},"180":{"id":180,"text":"Profile settings may be displayed in usual and enhanced mode. Configure users' profiles and permission sets to manage user access to certain CT CPG functionality. We kindly ask you to perform all customization with a separate Administrator account. Create or use the preliminary profiles to assign the minimum permissions and access settings for specific groups of users. To extend users' access by granting more permissions, create permission sets. For more information, go to Salesforce Help: Profiles, Permission Sets. The Salesforce Critical Updates that were introduced at the beginning of 2020 require administrators to perform manual permissions configuration for all package users within their company.","title":"5. User Permission Settings","component":"ctcpg","version":"","name":"permission-settings","url":"/ctcpg/admin-guide/getting-started/permission-settings.html","titles":[{"text":"Profiles and Permission Sets","hash":"h2_945551765","id":1}]},"181":{"id":181,"text":"Before the CT CPG installation, allow users to relate contacts to multiple accounts. Follow these steps: Go to Setup → Feature Settings → Sales → Account Settings. The Account Settings page is displayed. Click Edit. In the Contacts to Multiple Accounts Settings section, enable Allow users to relate a contact to multiple accounts. Click Save. The Salesforce organization is ready, and you can install the managed CT CPG package.","title":"1. Preparing the Salesforce Organization","component":"ctcpg","version":"","name":"preparing-the-salesforce-organization","url":"/ctcpg/admin-guide/getting-started/preparing-the-salesforce-organization.html","titles":[]},"182":{"id":182,"text":"To configure and work with the full functionality of the managed CT CPG package, it is necessary to create an additional remote site. If My Domain is not configured, the two required settings should be specified: Go to Setup → Security → Remote Site Settings. Click New Remote Site and add the first entry. In the Remote Site Name field, enter any name you like. In the Remote Site URL field, enter https://INSTANCE_NAME.salesforce.com. To obtain INSTANCE_NAME, go to Setup → Company Settings → Company Information → find the Instance field. Click Save. The remote sites are added.","title":"3. Remote Site Settings","component":"ctcpg","version":"","name":"remote-site-settings","url":"/ctcpg/admin-guide/getting-started/remote-site-settings.html","titles":[]},"183":{"id":183,"text":"Create a Next Call Settings record to link the fields between the previous and the next CT CPG Activity records. To create a new Next Call Settings record: Go to Setup → Custom Code → Custom Settings → click Manage next to Next Call Settings. On the next page, click New to create a new record: In the Name field, enter the API name of the corresponding CT CPG Activity record type, e.g., Visit. In Fields, specify fields of the next CT CPG Activity record to populate it with specific values (separated by a comma, without a blank space). In Values, specify fields of the parent CT CPG Activity record (separated by a comma, without a blank space). Values from these fields will be copied to the next CT CPG Activity record. Add the AccountId and ContactId fields to copy the related Account and Contact record from the parent CT CPG Activity record. Click Save. The setup is complete.","title":"Create a New Record of Next Call Settings","component":"ctcpg","version":"","name":"create-a-new-record-of-next-call-settings","url":"/ctcpg/admin-guide/next-activity-management/create-a-new-record-of-next-call-settings.html","titles":[]},"184":{"id":184,"text":"Table of Contents Create the Next Activity without filling out the preconfigured fields Create the Next Activity and fill out the preconfigured fields According to your purpose, create the new CT CPG Activity record based on the data from the finished CT CPG Activity record. The Next Activity functionality should be enabled. Use the Next Call Date field of the CT CPG Activity record to automatically create a new CT CPG Activity record on the specific date when the status of the previous CT PG Activity record changed to finished. To create the Next Activity record only once: Go to the CT CPG Calendar and create a new CT CPG Activity record with the Visit record type. Open the created CT CPG Activity record. Also, you can open the required CT CPG Activity from the Calendar or Activity Reports tab. In the Next Call Date field, specify the date and time of the next CT CPG Activity. Click Save. The CT CPG Activity is created. When a representative finishes the created CT CPG Activity record, a next CT CPG Activity record for the same Account and/or Contact record will be created on the date and time specified in the Next Call Date field of the finished CT CPG Activity record. Before creating the CT CPG Activity records, specify the required fields and values in the Next Call Settings record. To create the Next Activity record: Go to the CT CPG Calendar and create a new CT CPG Activity record with the Visit record type. Open the created CT CPG Activity record. Also, you can open the required CT CPG Activity from the Calendar or Activity Reports tab. Specify the required fields: In the Next Call Date field, specify the date and time of the next CT CPG Activity. Fill out the field(s) that are selected for the Next Activity functionality. Click Save. The CT CPG Activity is created. When a representative finishes the created CT CPG Activity record, a next CT CPG Activity record for the same Account and/or Contact record will be created on the date and time specified in the Next Call Date field of the finished CT CPG Activity record. Value(s) from the field(s) that are selected for the Next Activity functionality of the finished CT CPG Activity record will be copied to the corresponding field(s) of the next CT CPG Activity record.","title":"Create the Next Activity","component":"ctcpg","version":"","name":"creating-the-next-activity","url":"/ctcpg/admin-guide/next-activity-management/creating-the-next-activity.html","titles":[{"text":"Create the Next Activity without filling out the preconfigured fields","hash":"h2_1866342880","id":1},{"text":"Create the Next Activity and fill out the preconfigured fields","hash":"h2_59151681","id":2}]},"185":{"id":185,"text":"To use the Next Activity functionality, configure an Application Settings record: Go to Setup → Custom Code → Custom Settings. Click Manage next to Application Settings → click the required Application Settings record. Select Create Next Activity. Click Save. The setup is complete.","title":"Enable the Next Activity Functionality","component":"ctcpg","version":"","name":"enable-the-next-activity-functionality","url":"/ctcpg/admin-guide/next-activity-management/enable-the-next-activity-functionality.html","titles":[]},"186":{"id":186,"text":"The representative can transfer data, for example, goals and notes, from the finished CT CPG Activity record to the next CT CPG Activity record related to the same Account and/or Contact record. Follow the guidelines to use the Next Activity functionality: Think about the data you need to transfer to the next CT CPG Activity: transfer data on the regular basis; transfer data once. Enable the Next Activity functionality. Create the Next Call Settings record with the fields and values, and a new CT CPG Activity record to transfer if you need to transfer data on the regular basis. Create a new CT CPG Activity record with the populated Next Call Date field with the required data to transfer data once.","title":"Next Activity Management","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/next-activity-management/index.html","titles":[]},"187":{"id":187,"text":"To track objectives for the particular Account or Contact record for further generating reports via standard Salesforce functionality: add the Objectives related list on the Account and/or Contact page layout; set up the Objectives options for the Application Settings record. To set up the Objectives options an Application Settings record: Go to Setup → Custom Code → Custom Settings → click Manage next to Application Settings → click the required Application Settings record. Specify the following: Select Enable Objectives; Select Enable Objective History Tracking to view objectives history in the reports; Set up Objective Tracking History to track objectives for the specified period; Select Create Next Activity if you want to copy objectives to the next activities via the Next Activity functionality. Click Save. The setup is complete.","title":"Enable Objectives Tracking","component":"ctcpg","version":"","name":"enable-objectives-tracking","url":"/ctcpg/admin-guide/objectives-management/enable-objectives-tracking.html","titles":[{"text":"Configure Application Settings","hash":"h2_798634107","id":1}]},"188":{"id":188,"text":"Objectives are used as representative’s notes and goals within the visit or as regular notes for the client linked to the corresponding Account or Contact record. Objectives could be tracked during the time period before completion or repeated per each visit. Follow the guidelines to create objectives. Think about the objectives and tasks you need to track and audit during a visit. Create regular objectives for the Account and/or Contact records. Add objective to the CT CPG Activity record to transfer it for the related Account and/or Contact record. Create an objective based on the value in the finished CT CPG Activity via the Next Call Objective field or the Next Activity functionality. create the Marketing Detail Tracking record of the Special Tracking record type to track objectives within the active marketing cycle. Specify objectives tracking on the Application Settings record.","title":"Objectives Management","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/objectives-management/index.html","titles":[]},"189":{"id":189,"text":"Table of Contents Create a regular Objective for the Account or Contact Create an Objective for Activity Create an Objective using Next Call Objective Create an Objective using the Next Activity functionality Objectives in the Marketing Cycle Objectives can be specified in different ways according to business purpose. Track objectives for up-to-date reports. We recommend adding the Objectives related list on the Account and Contact page layout to have an ability to manage objectives for an Account or Contact record and add to the corresponding CT CPG Activity field set(s) the CTCPG__Objective__c and CTCPG__NextCallObjective__c fields. Create an Objective on the Objectives related list for the particular Account and/or Contact record to automatically set it to the related CT CPG Activity record. To create an objective for the particular Account or Contact record: Go to the Accounts tab and click the required Account record. On the Related tab, click New under the Objectives related list. Specify the following: Read the description of each parameter here. Add Contact if needed. Set Active. Add Objective. Click Save. Repeat steps 1–4 for the Contact records. The objective is set. When a representative creates a CT CPG Activity record related to the Account or Contact record with the specified Objective record, the Objective value will be automatically set in the CTCPG__Objective__c field of this CT CPG Activity record. If the related Account record has a relative Objective record, the objective will be added to the Objective related list for all Contact records of that Account. Specify another Objective record for the particular Contact record to overwrite the Account objective. Set an objective for the particular CT CPG Activity, and it will be automatically assigned to the related Account and/or Contact record. Manage activities via a Standard layout or by using a pre-configured Activity Report page. To create an objective for the particular CT CPG Activity record: Go to the CT CPG Calendar and create a new CT CPG Activity record with the Visit record type. Open the created CT CPG Activity record. Also, you can open the required CT CPG Activity from the Calendar or Activity Reports tab. In the CTCPG__Objective__c field, specify the required notes and/or goals. Click Save. The objective is set. When a representative creates a CT CPG Activity record with the specific Objective record and related to the Account or Contact record, the Objective record will be added to the Objectives related list of the related Account and/or Contact record. Copy the objective from the finished CT CPG Activity record to the next CT CPG Activity record that is related to the same Account and/or Contact record. Manage activities via a Standard layout or by using a pre-configured Activity Report page. To set up an objective for the next CT CPG Activity record: Go to the CT CPG Calendar and create a new CT CPG Activity record with the Visit record type. Open the created CT CPG Activity record. Also, you can open the required CT CPG Activity from the Calendar or Activity Reports tab. In the CTCPG__NextCallObjective__c field, specify the required notes and/or goals. Click Save. The objective is set. When a representative finishes the created CT CPG Activity record and creates a next CT CPG Activity record for the same Account and/or Contact record, a value from the CTCPG__NextCallObjective__c field of the finished CT CPG Activity record is copied to the CTCPG__Objective__c field of the next CT CPG Activity record. Use the Next Activity functionality to copy an objective from the specified field of the finished CT CPG Activity record to the next CT CPG Activity record that is related to the same Account and/or Contact record. Manage activities via a Standard layout or by using a pre-configured Activity Report page. To create an objective using the Next Activity functionality: Go to the CT CPG Calendar and create a new CT CPG Activity record with the Visit record type. Open the created CT CPG Activity record. Also, you can open the required CT CPG Activity from the Calendar or Activity Reports tab. In the field that is selected for the Next Activity functionality, specify the required notes and/or goals. Click Save. The objective is set. When a representative finishes the created CT CPG Activity record and creates a next CT CPG Activity record for the same Account and/or Contact record, a value from the field that is selected for the Next Activity functionality of the finished CT CPG Activity record is copied to the CTCPG__Objective__c field of the next CT CPG Activity record. Create the Marketing Detail Tracking record of the Special Tracking record type to track objectives within the active marketing cycle.","title":"Creating an Objective","component":"ctcpg","version":"","name":"objective-creating","url":"/ctcpg/admin-guide/objectives-management/objective-creating.html","titles":[{"text":"Create a regular Objective for the Account or Contact","hash":"h2_1347415082","id":1},{"text":"Create an Objective for Activity","hash":"h2_280478342","id":2},{"text":"Create an Objective using Next Call Objective","hash":"h2_2098968334","id":3},{"text":"Create an Objective using the Next Activity functionality","hash":"h2_1099816968","id":4},{"text":"Objectives in the Marketing Cycle","hash":"h2_97080500","id":5}]},"190":{"id":190,"text":"The Objective object is used to store objectives details and map objectives with accounts. API name in Salesforce: CTCPG__Objective__c Field API Name Type Description Account CTCPG__AccountId__c Lookup(Account) The Account record to which the Objective is assigned. Active CTCPG__IsActive__c Checkbox If selected, the record is active and applied in business logic. Activity Index Number CTCPG__ActiveIndexNumber__c Number(18,0) The identifier of related CT CPG Activity record. Contact CTCPG__ContactId__c Lookup(Contact) The related Contact record. Description CTCPG__Description__c Long Text Area(32768) Specify the additional information. Objective CTCPG__Objective__c Text Area(255) The Objective message.","title":"Objective Field Reference","component":"ctcpg","version":"","name":"objective-field-reference","url":"/ctcpg/admin-guide/objectives-management/objective-field-reference.html","titles":[]},"191":{"id":191,"text":"When the quiz is created, assign users who should pass the quiz: Go to the Quizzes tab and click the appropriate Quiz record. Go to the Quiz Partakers section and click New Quiz Partaker. Add a user as the quiz partaker. Click Save. The quiz partaker is assigned.","title":"Assign the Quiz Partaker","component":"ctcpg","version":"","name":"assign-the-quiz-partaker","url":"/ctcpg/admin-guide/quizzes-management/assign-the-quiz-partaker.html","titles":[]},"192":{"id":192,"text":"Before creating a quiz, add the Quizzes tab to the menu. To create a quiz: Go to the Quizzes tab and click New. Select the appropriate record type and click Next. Fill in the quiz parameters, such as: Read the description of each parameter here. Specify the Start Date and End Date of the quiz availability to users; the percentage of the correct answers; the time limit if needed; enable the display of results; activate the quiz. Click Save. The Quiz record is created. Override the View button to view the Quiz information. Click Edit to edit the Quiz details; Click Clone Quiz to create a new Quiz record based on this one; Click Start Quiz to start passing the quiz; Click Delete Quiz to remove the quiz. Next, add questions to the quiz.","title":"Create a New Quiz","component":"ctcpg","version":"","name":"create-a-new-quiz","url":"/ctcpg/admin-guide/quizzes-management/create-a-new-quiz.html","titles":[]},"193":{"id":193,"text":"Quizzes may be used for the following purposes: Marketing Investigation It is a survey to get feedback from the representatives. A quiz has no time restriction and required questions. Team Self Training Based on the segmentation, a representative team studies the company recommendations for visiting target customers. To pass the quiz, it is required to give a specific percent of the right answers. The quiz can be passed many times, and the results will be shown at the end of the quiz. Knowledge Estimation Estimate your representatives by restricting the time of a quiz and setting a passing score. Customer Feedback Collect the targeted customers' feedback to increase the sales and effectiveness of your representatives. Follow the guidelines to set up quizzes: Specify the representative access to the Quizzes objects and specify the way to pass the quiz. Online by adding the quiz to the Home page or displaying the Quizzes tab. Offline in case of integration with the CT Mobile app. Available only for the CT Mobile iOS. Configure your custom process, for example, to link a quiz to the CT Pharma Activity record. Override Basic Action for Quiz of the Quiz object to have the ability to add questions and assign users. Add the Quizzes tab. Define the Quiz purpose and create a new Quiz with the required options: create questions for the quiz; specify the order of the questions; activate the Quiz record. Assign representatives to pass the quiz. You can test the quiz as the administrator and next assign it to users. Additionally, customize reports to view the quiz results.","title":"Quizzes Management","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/quizzes-management/index.html","titles":[]},"194":{"id":194,"text":"By default, when a user opens the Quiz record, the standard page will be displayed. To launch the Quiz Visualforce page instead of having a standard Salesforce page, override the behavior of the View button: Go to Setup → Object Manager → Quiz → Buttons, Links, and Actions. Click Edit next to the View label. In the Override Properties section, select Visualforce page and QuizInformation[QuizInfo] next to Salesforce Classic Override. Click Save. The setup is complete. Now, when you click one of the buttons above, the Quiz Visualforce page will be open.","title":"Override Basic Action for Quiz","component":"ctcpg","version":"","name":"override-basic-action-for-quiz","url":"/ctcpg/admin-guide/quizzes-management/override-basic-action-for-quiz.html","titles":[]},"195":{"id":195,"text":"To specify questions for the Quiz record: Go to the Quizzes tab and click the appropriate Quiz record. Go to the Questions section and click Create new question. Select the Question type and click Next. Specify the question. To create a branch: select one of the added questions to the quiz in the Depends on question field; specify the answer to this question in the Depends on answer field, according to which the user jumps to the branch: with the Text type: with the Number type with the Picklist type with the Multipicklist type Click Save. Repeat steps 2–5 for all questions in the quiz. The questions are added. Next, specify users as quiz partakers.","title":"Specify Questions for Quiz","component":"ctcpg","version":"","name":"specify-questions-for-quiz","url":"/ctcpg/admin-guide/quizzes-management/specify-questions-for-quiz.html","titles":[]},"196":{"id":196,"text":"Tap the Start Quiz button on the Quiz page to open the quiz. Read the Quiz details and click Start to take the quiz. The Start button is unavailable if the current Quiz is not open yet or has already been finished. Click Back to List of your Quizzes to view assigned quizzes. Depending on the Quiz options, there can be a countdown timer. Click on the next or previous question or click the question number to submit the answer to the current question. The question number will be highlighted with green color; Click Review to highlight the question number with orange color to not forget to verify an answer to the question; Click Summary to view quiz passing details. The green color is for the questions with answers, the orange color for the questions in a review, and the red color for unanswered questions; Click Send to send the quiz for approval and view results if applied. The Send button appears on the last question page if all answers are submitted. Depending on the Quiz options, check the correct answer percentage, view the right answers, and the number of attempts.","title":"The Quiz Interface","component":"ctcpg","version":"","name":"the-quiz-interface","url":"/ctcpg/admin-guide/quizzes-management/the-quiz-interface.html","titles":[{"text":"The Start Quiz Page","hash":"h2_1569177101","id":1},{"text":"The Quiz Question Page","hash":"h2_1684132167","id":2},{"text":"The Quiz Result Page","hash":"h2_236293130","id":3}]},"197":{"id":197,"text":"By default, the Alpha and Beta divisions are available, the Account and Contact objects have the corresponding division fields that are present in the Global record of the Application Settings. To specify a new division: Specify the new division in the User Division picklist of the User and Marketing Cycle objects, for example, Gamma; Add the custom User Division field on the User page layout and specify the new Gamma division for the required User record; Create the new division fields on the Account and Contact objects using the same division category name, for example, Division_Gamma_Category__c and Division_Gamma_Target_Check__c; Add new division fields, Division_Gamma_Category__c and Division_Gamma_Target_Check__c, in the corresponding record of the Application Settings. To add a new division: Go to Setup → Object Manager → User → Fields & Relationships → click User Division. In the Values section, click New. Add the new category name, for example, Gamma. Click Save. Click Edit next to category name and select Make this value the default for the master picklist if you want to use this category by default. Click Object Manager → Marketing Cycle → click User Division. Repeat steps 2–4. The division is added. To target Accounts and Contacts of the specific division, assign the required User record to the division. By default, the standard Division field is on the user page layout. Add and fill the custom User Division field on the User page layout. To assign the User record to the specific division: Go to the Setup → Object Manager → User → User Page Layouts → User Layout. Drag-n-drop the User Division field to the page layout. Click Save. Go to Home → Users → Users. Click Edit next to the required user’s Full Name field. In the User Division field, select the required division, for example, Gamma. Click Save. The division is assigned. There should be a picklist to contain division categories and a checkbox that represents belonging to the new division on both Account and Contact objects. To add a new division: Go to Setup → Object Manager → Account → Fields & Relationships → click New. Create a field with the Picklist type and set the values up. Select Picklist and click Next. Enter Division Gamma Category in Field Label, select a global picklist value set (that should be created), or manually enter values (division categories) and click Next. Select the profiles to which you want to grant edit access to this field and click Next. Select the page layouts that should include this field and click Save & New. Create a field with the Checkbox type. Select Checkbox and click Next. Enter Division Gamma Target Check in Field Label, leave the Unchecked field selected and click Next. Select the profiles to which you want to grant edit access to this field and click Next. Select the page layouts that should include this field and click Save. Click Object Manager → Contact → Fields & Relationships → click New. Repeat steps 2–3. The division is added. To finish the setting, update a corresponding record of the Application Settings with new division fields. To update the record: Go to Setup → Custom Code → Custom Settings → Application Settings → click Manage next to Application Settings. Click Edit next to the required record, for example, the Global or another existed one. Update the following fields: In the Account Category Fields API names field, add the new division field API Name field of the Account record, that is responsible for the new division, for example, Division_Gamma_Category__c (separated by a comma, without blank spaces); In the Account Target Flags API names field, add the new division field API Name field of the Account record, that is responsible for the selection of the new division, for example, Division_Gamma_Target_Check__c (separated by a comma, without blank spaces); Specify the same division fields of the Contact record in the Contact Category Fields API names and Contact Target Flags API names fields (separated by a comma, without blank spaces). Click Save. The setup is complete. Next, configure a new record of the Division Target Frequency Settings.","title":"Add a New Division","component":"ctcpg","version":"","name":"add-a-new-division","url":"/ctcpg/admin-guide/targeting-and-marketing-cycles-management/add-a-new-division.html","titles":[{"text":"Add Division to the User and Marketing Cycle objects","hash":"h2_704810426","id":1},{"text":"Specify Division on the User Record","hash":"h2_1661054417","id":2},{"text":"Add Division to the Account and Contact Objects","hash":"h2_81078948","id":3},{"text":"Editing the Application Settings record","hash":"h2_1236380249","id":4}]},"198":{"id":198,"text":"Add the Manage Targets button in Lightning Experience to the Accounts and Contacts tabs. To add a button: Go to Setup → Object Manager → Account (Contact) → Search Layouts for Salesforce Classic Click Edit next to List View. Go to the Custom Buttons section and add the Manage Targets and Mass Manage Targets buttons to the Selected Buttons list. Click Save. The buttons are added. In the Lightning Experience: In the Salesforce Classic:","title":"Add the Manage Targets Button","component":"ctcpg","version":"","name":"add-the-manage-targets-button","url":"/ctcpg/admin-guide/targeting-and-marketing-cycles-management/add-the-manage-targets-button.html","titles":[]},"199":{"id":199,"text":"Create a new marketing cycle for the new division. The Application Settings affect the Marketing Cycle operation. If needed, edit the corresponding record of Application Settings. When a user creates an Activity record, it will be automatically linked to the Marketing Cycle record if: the Start Date of the Activity record is within the Marketing Cycle period; the User and Marketing Cycle records are assigned to the same division; the Marketing Cycle record is related to the specific record type of the Activity record according to the Marketing Cycle Linking Setting; the Marketing Cycle record is active. To create a marketing cycle: Go to the Marketing Cycles tab and click New. Specify the required parameters: Read the description of each parameter here. Enter the name. Specify the Start Date and End Date. The marketing cycle period should be no longer than the maximum marketing cycle period on the Application Settings record. Select Status. Select User Division, for example, Gamma. Specify Activity Linking. Select Active. Click Save. The marketing cycle is created.","title":"Create a Marketing Cycle","component":"ctcpg","version":"","name":"create-a-marketing-cycle","url":"/ctcpg/admin-guide/targeting-and-marketing-cycles-management/create-a-marketing-cycle.html","titles":[]},"200":{"id":200,"text":"With the help of the Marketing Detail Tracking object: Read the description of the available record types here. Track the number of planned calls for the target Account and Contact records. Track specific products and assortments for the target Account and Contact records: the CT Product and Assortment records should be active; the Start Date of the Assortment should be within the Marketing Cycle period. Track tasks and objectives for the target Account and Contact records. Create a new Marketing Detail Tracking record: Go to the Marketing Cycles tab and click the required marketing cycle. On the Marketing Detail Tracking related list, click New. Select the record type: Call Rate; Company Product Tracking; Competitor Product Tracking; POS Material; Special Tracking. Click Next. According to the selected record type, fill the required fields up. Read the description of each parameter here. Specify the division category; Specify the type. Specify the related Assortment or CT Product. Click Save. The new Marketing Detail Tracking is created for the selected Marketing Cycle record.","title":"Create a new Record of the Marketing Detail Tracking","component":"ctcpg","version":"","name":"create-a-new-record-of-marketing-detail-tracking","url":"/ctcpg/admin-guide/targeting-and-marketing-cycles-management/create-a-new-record-of-marketing-detail-tracking.html","titles":[{"text":"Create a Marketing Detail Tracking record","hash":"h2_726145408","id":1}]},"201":{"id":201,"text":"When the new division is specified and assigned for the new marketing cycle: target Account and Contact records that a user should visit during the marketing cycle period; use a filter to find untargeted records or to find records that should be removed from targets. To target Account and Contact records: Go to the Accounts tab. Select a list view. Select all records that should be targeted. In the Lightning Experience, click the Mass Manage Account Targets button. In Salesforce Classic, use the Manage Targets button. In the Targeting Management window, select the Account category and click the Add as targets button. Categories will be available if the Enable Category selection is allowed. Go to the Contacts tab and repeat steps 2–5. The selected records are targeted. For selected Account and Contact records, the Target Frequency records will be created. The corresponding Marketing Detail Tracking record will be related to the Target Frequency record. For example, the Account record with the division category D will be linked to the created Marketing Detail Tracking record with the assigned division category D. The Marketing Detail Tracking record with the Call Rate record type is segmented with the Account/Contact reference to the client. To find untargeted records: Go to the Accounts (Contacts) tab and click the funnel icon to show filter settings. Click Add Filter. Select Is Target in Field. Select equals in Operator. Enter false in Value. Click Save. Now, the untargeted records are displayed. To target Account and Contact records: Go to the Accounts tab. Select a list view and use the filter to find targeted records, or manually select the required records. In the Lightning Experience, click the Mass Manage Account Targets button. In Salesforce Classic, use the Manage Targets button. Click the Remove from targets button. Click OK in the confirmation message. Go to the Contacts tab and repeat steps 2–5. Records are removed from targets.","title":"Create Targeting Lists","component":"ctcpg","version":"","name":"create-targeting-lists","url":"/ctcpg/admin-guide/targeting-and-marketing-cycles-management/create-targeting-lists.html","titles":[{"text":"Specify Target Accounts and Contacts","hash":"h2_542322944","id":1},{"text":"Filtering Target Records","hash":"h2_682035545","id":2},{"text":"Remove Target Account and Contacts","hash":"h2_1108913478","id":3}]},"202":{"id":202,"text":"The Target Frequency object is intended to store and track the number of activities to the target Account or Contact record within the active and given marketing cycle. The TargetFrequencyProcess trigger automatically creates active Target Frequency records when the Account or Contact records are added to the targeting list. The Target Frequency record contains the following information: Planned Calls is the number of how many Activities with the Visit record type should be done for the target Account or Contact record within the marketing cycle. The planned calls and category of the Target Frequency record can be automatically filled out with the Planned Calls and Category values from the Marketing Detail Tracking record of the Call Rate record type if: the Account or Contact record is in the targeting list; the Call Rate record is assigned for the same division category that is specified for the Account or Contact record. If the matched Call Rate record is not created, the Planned Calls and Category fields of the Target Frequency record left blank. Actual Calls is the number of activities already done. Last Call Date will be automatically filled out with the date of the last Activity record for the corresponding Account and Contact. Deactivation Date/Time will be automatically filled out when the current marketing cycle will be deactivated for the corresponding Account and Contact. The Marketing Cycle field will be automatically filled out with the corresponding Marketing Cycle record.","title":"Creating Target Frequency Records","component":"ctcpg","version":"","name":"creating-a-new-record-of-target-frequency","url":"/ctcpg/admin-guide/targeting-and-marketing-cycles-management/creating-a-new-record-of-target-frequency.html","titles":[]},"203":{"id":203,"text":"For proper use of corresponding Target Frequency records, it is required to create a record of the Division Target Frequency Settings for the division specified for the Account and Contact records. To use these settings, the same division should be added to the User and Marketing Cycle records. To add a new record of Division Target Frequency Settings: Go to Setup → Custom Code → Custom Settings → click Manage next to Division Target Frequency Settings. On the next page, click New to create a new record: In the Name section, specify the related division name, for example, Gamma, Delta, etc. In the Account Target Category field, add the API Name field of the Account record, that responsible for the new division, for example, Division_Gamma_Category__c; In the Account Target Flag field, add the API Name field of the Account record, that responsible for the selection of the new division, for example, Division_Gamma_Target_Check__c; Specify the same division fields of the Contact record in the Contact Target Category field and Contact Target Flag field. Set a flag next to Enable Category Selection if you want to add the division’s categories to xref:ctmobile-ios::, accounts, and contacts. Click Save. The setup is complete.","title":"Configure a New Record of Division Target Frequency Settings","component":"ctcpg","version":"","name":"division-a-new-record-of-division-target-frequency-settings","url":"/ctcpg/admin-guide/targeting-and-marketing-cycles-management/division-a-new-record-of-division-target-frequency-settings.html","titles":[]},"204":{"id":204,"text":"By default, when a user creates a CT CPG Activity record with the Visit record type, it will be automatically linked to the Marketing Cycle record if: the Start Date of the CT CPG Activity record is within the Marketing Cycle period; the User and Marketing Cycle records are assigned to the same division; the Marketing Cycle record is related to the specific record type of the CT CPG Activity record according to the Marketing Cycle Linking Setting; the Marketing Cycle record is active. Enable automatic linking for other CT CPG Activity record types: Create a checkbox on the Marketing Cycle object and add it to the page layout. This field will be used to set up automatically linking the CT CPG Activity record of the specific record type with the marketing cycle. Create a record of Marketing Cycle Linking Settings to allow automatic linking. Create a checkbox on the Marketing Cycle object: Go to Setup → Object Manager → Marketing Cycle → Fields & Relationships → click New. Create a field with the Checkbox type: Select Checkbox and click Next. In Field Label, enter the label, for example, Link Event. Select the profiles to which you want to grant edit access to this field and click Next. Select the page layouts that should include this field and click Save. The field is created. To add the created Activity Link field to the Marketing Cycle page layout: Go to Setup → Object Manager → Marketing Cycle → Page Layouts → Marketing Cycle Layout. Drag-n-drop the created Link Activity field, for example, Link Event, on the page layout. Click Save. The field is now available on the Marketing Cycle object. To enable the automatic linking: Go to Setup → Custom Code → Custom Settings → Marketing Cycle Linking Settings → click New. Fill Marketing Cycle Linking Settings Information. Enter Name, for example, Event. In the Field API Name field, enter the API name of the Activity Link field. Select Active. Click Save. The new activity linking is enabled on the Marketing Cycle record.","title":"Enable Activity Linking to the Marketing Cycle","component":"ctcpg","version":"","name":"enable-activity-linking-to-the-marketing-cycle","url":"/ctcpg/admin-guide/targeting-and-marketing-cycles-management/enable-activity-linking-to-the-marketing-cycle.html","titles":[{"text":"Create the Activity Link field on the Marketing Cycle object","hash":"h2_884544412","id":1},{"text":"Add the Activity Link field to the Page Layout","hash":"h2_1809417075","id":2},{"text":"Create a record of Marketing Cycle Linking Settings","hash":"h2_1816263087","id":3}]},"205":{"id":205,"text":"Get familiar with the marketing cycles and targeting in the CT CPG package. The Marketing Cycle usage is optional. You can create activities, track CT Products and other parameters, and target users out of the marketing cycle. Follow the guidelines to target clients that should be visited by the reps a certain number of times. Configure a marketing cycle for the specific division and define the different groups of customers to whom you wish to sell decisive products or services within a number of scheduled activities: Set up clients' segmentation using Account and Contact divisions. Create a new division and add the division to the corresponding custom setting. The divisions represent departments that have the same structure but works with different KPIs, and division categories could be used to define specific groups of customers, for example, hypermarkets and discounters. Create marketing cycles with the specific details, targeting parameters per each segment, and the Activity linking. The marketing cycle represents a period during which the planning of activities and personalized marketing takes place. At the end of each marketing cycle, a company can review results via reports and also assess accumulated KPI. The Marketing Detail Tracking object is used to define tracking products and parameters for the particular Activity record type and the required category of Accounts and Contacts. Check Application Settings parameters for the marketing cycle. Add the targeting buttons to create targeting lists of Accounts and Contacts with the related Target Frequency records. Allow users to target clients for the marketing cycles. To do that, set up the user permissions. The Target Frequency records can be automatically filled out with the values from the related Marketing Detail Tracking record of the Call Rate type.","title":"Targeting and Marketing Cycles Management","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/targeting-and-marketing-cycles-management/index.html","titles":[]},"206":{"id":206,"text":"For each Marketing Detail Tracking record type, specify the required Account and Contact division category and assign the object type on which the required record type of Marketing Detail Tracking will be available. Add the new division categories for the Marketing Detail Tracking object; Assign division categories to the record types of the Marketing Detail Object. Update dependent picklist for the Type field to have an ability to select new division categories when creating new Marketing Detail Tracking records. After the new division creation, add division categories to available values of the Marketing Detail Tracking object: Go to Setup → Object Manager → Marketing Detail Tracking → Fields & Relationships → click Category. In the Values section, click New. Add the new division categories of the Account and Contact objects. Click Save. The setup is complete. To assign new division categories for the specific record type: Go to Setup → Object Manager → Marketing Detail Tracking → Record Types → click the required record type. You can also create new record types for the Marketing Detail Object. In the Picklist Available for Editing section, click Edit next to the Category field. Add new division categories to which a user can create a new record of the selected record type to the Selected Values. Click Save. The setup is complete. The Type field has three values to which you can add the new division categories: Account, Contact, and Global. Use field dependencies to manage available categories per each type. To update field dependencies for the Type field: Go to Setup → Object Manager → Marketing Detail Tracking → Fields & Relationships → click Type. In the Field Dependencies section, click Edit next to Category. Select the required categories and click for each type and click Include Values. Click Save. The setup is complete.","title":"Specify Categories for Marketing Detail Tracking","component":"ctcpg","version":"","name":"specify-categories-for-marketing-detail-tracking","url":"/ctcpg/admin-guide/targeting-and-marketing-cycles-management/specify-categories-for-marketing-detail-tracking.html","titles":[{"text":"Add a Division Category","hash":"h2_1104532017","id":1},{"text":"Assign Division Category to the Record Type","hash":"h2_566398107","id":2},{"text":"Update Dependent Picklist for the Type field","hash":"h2_1618421469","id":3}]},"207":{"id":207,"text":"The Bypass Logic functionality is intended to restrict the execution of one or several trigger methods by deactivating the specific trigger context(s) or methods. To restrict execution of a method invoked by the trigger context: Go to Setup → Custom Code → Custom Settings. Click Manage next to Trigger Settings. Click Edit next to a CT CPG trigger you want to configure. If you updated the CT CPG package, some triggers will not be added to the Trigger Settings list. Add a record with the specific CT CPG trigger name. In the Bypass Logic field, specify the trigger contexts or methods that should not be invoked. For example: ai,bd (where ai stands for after insert and bd stands for before delete) or au_createRD (where au stands for after update and createRD stands for createRelatedData). In order to disable the logic of creating Activity objects' records (either for standard or custom Activity objects), for ActivityProcess trigger specify createRelatedActivities in the Bypass logic field. Select the Active checkbox. Click Save. The setup is complete.","title":"Enabling the Bypass Logic","component":"ctcpg","version":"","name":"enabling-the-bypass-logic","url":"/ctcpg/admin-guide/triggers-management/enabling-the-bypass-logic.html","titles":[]},"208":{"id":208,"text":"CPG triggers are automatically executed in response to certain events for managing data of the CT CPG package. Learn about the public methods, the bypass logic features, and the conditions to activate or deactivate CPG triggers. Public Methods Enabling the Bypass Logic Manage CT CPG Triggers Triggers","title":"Triggers Management","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/triggers-management/index.html","titles":[]},"209":{"id":209,"text":"It is possible not only the restrict the trigger event but also to manage the whole CT CPG trigger. create a new Trigger Setting record to activate the CT CPG trigger; deactivate the CT CPG trigger in case of using the custom trigger logic. Some CT CPG triggers are active by default. If you have updated the CT CPG package and new triggers have been added, specify a Trigger Settings record for each one to activate them. Go to Setup → Custom Code → Custom Settings. Click Manage next to Trigger Settings. Click New. Specify a new record for the specific CT CPG trigger. Read the description of each parameter here. specify the trigger name; set active. Click Save. The setup is complete. To deactivate a CT CPG trigger: Go to Setup → Custom Code → Custom Settings. Click Manage next to Trigger Settings. Click Edit next to a CT CPG trigger you want to configure. Deselect the Active field. Click Save. The setup is complete.","title":"Manage CT CPG Triggers","component":"ctcpg","version":"","name":"manage-ct-cpg-triggers","url":"/ctcpg/admin-guide/triggers-management/manage-ct-cpg-triggers.html","titles":[{"text":"Activate a CT CPG trigger","hash":"h2_527552279","id":1},{"text":"Deactivate a CT CPG trigger","hash":"h2_1834731254","id":2}]},"210":{"id":210,"text":"Public means the method can be used by any Apex in this app or namespace and be called by triggers and other classes. Calling methods of other classes: enables code reuse; reduces the size of triggers; improves maintenance of Apex code; allows you to use object-oriented programming. You can extend a class to provide more specialized behavior. A class that extends another class inherits all the methods and properties of the extended class. In addition, the extending class can override the existing virtual methods by using the override keyword in the method definition. Overriding a virtual method allows you to provide a different implementation for an existing method. This means that the behavior of a particular method is different based on the object you’re calling it on. Currently, we have only one public method: The global GlobalActivityService class. The first parameter is the list of the CT CPG Activity records. The second parameter is the previous values of the CT CPG Activity records. global virtual void createRelatedData(List activityList,Map oldMap) { code_block } Here is an example of how to extend the existing class and override its public method. public class ClassName extends GlobalActivityService { public override void createRelatedData(List activityList, Map oldMap) { your_code_block } }","title":"Public Methods","component":"ctcpg","version":"","name":"public-methods","url":"/ctcpg/admin-guide/triggers-management/public-methods.html","titles":[]},"211":{"id":211,"text":"Table of Contents Translation Workbench Rename Tabs and Labels Custom Labels To translate the CT CPG package, use one of the following. Enable Translation Workbench, select users who can translate and set up languages in Translation Language Settings. To translate field sets, picklist values, or buttons, use the Translate option. To translate record types or validation errors, select Override. To translate any component: From Setup, enter Translation Workbench in the Quick Find box, then select Translate or Override. Select a Language. Select a Setup Component. Select an Object. Add new translations. Click Save. The component is renamed. To translate custom tabs, for example, CT Product: From Setup, enter Rename Tabs and Labels in the Quick Find box, then select Rename Tabs and Labels. Go to the Custom Tabs section. Click Edit next to the appropriate tab. Specify the new Singular and Plural name. Click Save. The tab is renamed. To translate buttons, labels, popups for Activity Report, Joint Visit Report, or Calendar: From Setup, enter Custom Labels in the Quick Find box, then select Custom Labels. Click the Name of the label to translate. Create or override translation: In the Local Translations / Overrides section, click the New Local Translations / Overrides button to create a new translation. In the Package Translations section, click Override next to the required language to override translation. Click Save. The selected label is renamed.","title":"Translation of CT CPG Components","component":"ctcpg","version":"","name":"index","url":"/ctcpg/ct-cpg-solution/translation-of-ct-cpg-components/index.html","titles":[{"text":"Translation Workbench","hash":"h2_1506875936","id":1},{"text":"Rename Tabs and Labels","hash":"h2_884365928","id":2},{"text":"Custom Labels","hash":"h2_1636435164","id":3}]},"212":{"id":212,"text":"Applicable in cases of updating to CT CPG 1.19 or higher from any lower version. The custom tabs for package objects were introduced in CT CPG 1.19 and require to reassign existing access rights to them. Due to the CT CPG 1.19 update, there might be issues caused by custom tabs that were manually created by administrators in previous CT CPG package versions. To reassign access rights: Copy the code below and save it as the .xml file. Change the CTCPG_ReportTemplate__c and CTCPG_ChangeRequest__c values in the code below with the object API names, for which the custom tabs were manually created by administrators. Change 46.0 value in the code below with the required API version. CTCPG\\__ReportTemplate__cCTCPG\\__ChangeRequest__cCustomTab*PermissionSet*Profile*CustomApplication46.0 Go to the workbench and log in with credentials of the required Salesforce organization. Go to Migration → Retrieve Specify the path to your locally stored .xml file from step 1. Click Next → click Retrieve. When metadata is ready, click Download ZIP File in the Results section and save the ZIP file. Open the .xml file from the downloaded archive and delete the custom tabs from this Salesforce organization. Go to the workbench to deploy new custom tabs from a new version. Go to Migration → Retrieve → add the .xml file from step 1 → click Next → click Deploy. When deployment is complete, the previously existed access rights will be assigned to the newly deployed custom tabs.","title":"Reassigning Access Rights After Changing Custom Tab","component":"ctcpg","version":"","name":"reassigning-access-rights-after-changing-custom-tab","url":"/ctcpg/ct-cpg-solution/translation-of-ct-cpg-components/reassigning-access-rights-after-changing-custom-tab.html","titles":[]},"213":{"id":213,"text":"Table of Contents CT CPG 25-R1-March (starting with package 1.66) CT CPG Version 1.61 Spring '24 CT CPG Solution Autumn '23 (1.60) CT CPG Solution Summer '22 (1.54) CT CPG Solution Summer '22 (1.53) CT CPG Solution Summer '22 (1.52) CT CPG Solution Spring '22 (1.51) CT CPG Solution Spring '22 (1.49) CT CPG Solution Winter '22 (1.48) CT CPG Solution Winter '22 (1.47) CT CPG Solution Winter '22 (1.46) CT CPG Solution Winter '22 (1.44) CT CPG Solution Winter '22 (1.43) CT CPG Solution Autumn '21 (1.42) CT CPG Solution Spring '21 (1.40) CT CPG Solution Spring '21 (1.39) CT CPG Solution Spring '21 (1.37) CT CPG Solution Spring '21 (1.36) CT CPG Solution Spring '21 (1.35) CT CPG Solution Winter '21 (1.34) CT CPG Solution Winter ’20 (1.33) CT CPG Solution Autumn ’20 (1.32) CT CPG Solution Autumn ’20 (1.31) CT CPG Solution Autumn ’20 (1.30) CT CPG Solution Autumn ’20 (1.29) CT CPG Solution Summer ’20 (1.28) CT CPG Solution Summer ’20 (1.27) CT CPG Solution Spring '20 CT CPG Solution Summer '19 Here you could find a list of the versions of the managed CT CPG package with release notes. Install the intermediate patch v. 1.61.6 before installing this package version. Activity Sync does not create the Even/Task record for Type set as Custom to Standard or Both, even if the conditions are met. Calendar: SObject row was retrieved via SOQL without querying the requested field: CTCPG_Activity_c.Name error when opening Calendar. Missing translation for Activity label in My Calendar section. Attempt to de-reference a null object error in Calendar if user does not have access to one of CTCPG__Activity__c object’s record types. Need to refresh Calendar page to display actual activity information after editing. Incorrect End time value when creating an event by drag-n-drop. In French, when creating an Activity, an unavailable record type is displayed. Error in Calendar if there is no access to the clm__LastSyncDate__c field. Page freezes when saving drag-n-drop settings. Last Sync Date in User Calendars section is displayed even if the user does not have access to this field. Calendar shows the All list view when this list view is not created for the user. Connection to Self API is now required for accessing CPG Settings Panel. Required option added to the Compact form in CPG Settings Panel. Calendar: Improved the visual design and added translation support for target objects. Added custom label for the Search field placeholder. Add isIgnoreComponentAvailability flag for product availability validation. Bug Fixing. New Calendar with improved usability and interface. Now you can manage activities and configure the calendar in a faster and more convenient way. When creating a dynamic group, fixed display of labels instead of API names in the SOQL builder. When creating a dynamic group: Fixed saving conditions. Fixed using condition with the field with the Picklist type. Fixed display of only available fields to the current user. Fixed data display in the tip for a visit on the Employees Calendar tab. Add logic to support the CT Orders features. Check Test Context when Chaining QueueableGroupMembers. Add logic to support the Product Availability feature in case of integration with the CT Orders solution. Add logic to support the Product Availability feature in case of integration with the CT Orders solution. Add a new field on the CT Product object to support new functionality in Freebie Management in case of integration with the CT Orders solution. New fields on the CT Product object to support the Product Availability feature in case of integration with the CT Orders solution. Fixed working with Quizzes in Lightning Experience. Fixed Quiz Answer creation. Download the CT CPG package from the App Exchange. Fix CheckMarx notes for Security Review passings. SDK for Dynamic Groups. SDK for Dynamic Groups. Add the Bundle2Id and Product2Id fields to on Product Component object to support Product2 object. Fixed CheckMarx notes for Security Review passing. Disable the CreateRelatedActivities logic using Trigger Setting. Call Sync Activities Logic from Global Class. Fixed CheckMarx notes for Security Review passing. Fixed CheckMarx notes for Security Review passing. Fixed label for the CTCPG__UniqUserNumber__c field on the User object. For integration with the CT Orders package: Fixed validation for the value in the Units In Package field of CT Product object according to the UnitsCountStep field of Promotion, Catalog, and Price Book Line Item objects. For integration with the CT Orders package: Add validation for the value in the Units In Package field of CT Product object according to the UnitsCountStep field of Promotion, Catalog, and Price Book Line Item objects. Fixed the Event creation on the Calendar tab. Fixed triggers launch in case of the Trigger Settings record is absent for the corresponding trigger. Fixed Product Layout name. The Dynamic Group Settings custom setting for managing the batch size of recalculating records in dynamic groups. For integration with CT Mobile Quizzes: Fixed label for the IsWriteAnswersOnExit__c field. Improvement of the real-time recalculation for dynamic groups. For integration with CT Mobile Quizzes: Fixed the limits for the deactivation of multiple quizzes. For integration with CT Mobile Quizzes: Fixed the user access to Quizzes if they are not administrators. For integration with CT Mobile Quizzes: Fixed the display of more than 1 000 records in Quizzes, for example, the number of Contacts. Fixed the logic of the Clone Quiz button. Changes in the logic of forming the dynamic groups: the hierarchy in the table and hierarchy view are uniformly displayed. For integration with CT Mobile Quizzes: Create, edit, and delete records from the custom related lists. Changes in the Quizzes UI. Fixed the creation of the Activity records. Download the CT CPG Summer '19 Release Notes.","title":"CT CPG Release Notes","component":"ctcpg","version":"","name":"index","url":"/ctcpg/news/ct-cpg-release-notes/index.html","titles":[{"text":"CT CPG 25-R1-March (starting with package 1.66)","hash":"h2_2023121804","id":1},{"text":"Fixes","hash":"h3_1009797845","id":2},{"text":"New Features","hash":"h3_1177309407","id":3},{"text":"CT CPG Version 1.61 Spring '24","hash":"h2_1542134375","id":4},{"text":"New Features","hash":"h3_923493340","id":5},{"text":"Fixes","hash":"h3_478012756","id":6},{"text":"CT CPG Solution Autumn '23 (1.60)","hash":"h2_1456822043","id":7},{"text":"New Features and Improvements","hash":"h3_2112656071","id":8},{"text":"CT CPG Solution Summer '22 (1.54)","hash":"h2_1451186373","id":9},{"text":"CT CPG Solution Summer '22 (1.53)","hash":"h2_1277696982","id":10},{"text":"Fixes","hash":"h3_1836908411","id":11},{"text":"CT CPG Solution Summer '22 (1.52)","hash":"h2_288386959","id":12},{"text":"Fixes","hash":"_fixes","id":13},{"text":"CT CPG Solution Spring '22 (1.51)","hash":"h2_1106116611","id":14},{"text":"Fixes","hash":"_fixes_2","id":15},{"text":"CT CPG Solution Spring '22 (1.49)","hash":"h2_21847453","id":16},{"text":"New Features and Improvements","hash":"h3_392528872","id":17},{"text":"CT CPG Solution Winter '22 (1.48)","hash":"h2_21847452","id":18},{"text":"Fixes","hash":"h3_1024821384","id":19},{"text":"CT CPG Solution Winter '22 (1.47)","hash":"h2_21847439","id":20},{"text":"New Features and Improvements","hash":"h3_632582020","id":21},{"text":"CT CPG Solution Winter '22 (1.46)","hash":"h2_21847438","id":22},{"text":"New Features and Improvements","hash":"h3_1915707799","id":23},{"text":"CT CPG Solution Winter '22 (1.44)","hash":"h2_21847440","id":24},{"text":"New Features and Improvements","hash":"h3_595973573","id":25},{"text":"CT CPG Solution Winter '22 (1.43)","hash":"h2_21847443","id":26},{"text":"Fixes","hash":"h3_1223988393","id":27},{"text":"CT CPG Solution Autumn '21 (1.42)","hash":"h2_369282087","id":28},{"text":"Fixes","hash":"_fixes_3","id":29},{"text":"CT CPG Solution Summer ’21 (1.41)","hash":"h2_1976417683","id":30},{"text":"Fixes","hash":"h3_520293130","id":31},{"text":"CT CPG Solution Spring '21 (1.40)","hash":"h2_439658788","id":32},{"text":"New Features and Improvements","hash":"h3_854079789","id":33},{"text":"CT CPG Solution Spring '21 (1.39)","hash":"h2_823897168","id":34},{"text":"New Features and Improvements","hash":"h3_1376360019","id":35},{"text":"CT CPG Solution Spring '21 (1.37)","hash":"h2_823897182","id":36},{"text":"New Features and Improvements","hash":"h3_83822764","id":37},{"text":"Fixes","hash":"h3_1399444682","id":38},{"text":"CT CPG Solution Spring '21 (1.36)","hash":"h2_823897181","id":39},{"text":"New Features and Improvements","hash":"h3_289322742","id":40},{"text":"CT CPG Solution Spring '21 (1.35)","hash":"h2_823897180","id":41},{"text":"New Features and Improvements","hash":"h3_254574036","id":42},{"text":"Fixes","hash":"h3_252912768","id":43},{"text":"CT CPG Solution Winter '21 (1.34)","hash":"h2_1009984947","id":44},{"text":"Fixes","hash":"h3_162807435","id":45},{"text":"CT CPG Solution Winter ’20 (1.33)","hash":"h2_2133914123","id":46},{"text":"Fixes","hash":"h3_544880446","id":47},{"text":"CT CPG Solution Autumn ’20 (1.32)","hash":"h2_1347372727","id":48},{"text":"New Features and Improvements","hash":"h3_384147609","id":49},{"text":"CT CPG Solution Autumn ’20 (1.31)","hash":"h2_1347372726","id":50},{"text":"Fixes","hash":"h3_1883508767","id":51},{"text":"CT CPG Solution Autumn ’20 (1.30)","hash":"h2_1347372725","id":52},{"text":"New Features and Improvements","hash":"h3_1642576463","id":53},{"text":"Fixes","hash":"h3_649865195","id":54},{"text":"CT CPG Solution Autumn ’20 (1.29)","hash":"h2_1206210217","id":55},{"text":"New Features and Improvements","hash":"h3_1911988938","id":56},{"text":"Fixes","hash":"h3_1755983668","id":57},{"text":"CT CPG Solution Summer ’20 (1.28)","hash":"h2_1471468903","id":58},{"text":"Fixes","hash":"h3_133145501","id":59},{"text":"CT CPG Solution Summer ’20 (1.27)","hash":"h2_1471468910","id":60},{"text":"Fixes","hash":"h3_1755612025","id":61},{"text":"CT CPG Solution Spring '20","hash":"h2_1203154969","id":62},{"text":"New Features and Improvements","hash":"h3_1103694922","id":63},{"text":"Fixes","hash":"h3_1536435645","id":64},{"text":"CT CPG Solution Summer '19","hash":"h2_1632904899","id":65}]},"214":{"id":214,"text":"To view metadata components included in the current installed CT CPG version in your Salesforce org: Go to Setup → Apps → Packaging → Installed Packages. Click CT CPG in the Package Name field. Click the View Components button. The list of metadata components opens. The list of metadata components that were removed from the CT CPG managed package: Name Parent Object Type Available in Versions activityid Report Template Custom Field 1.4 - 1.8 cutanswersto255characters Question Validation Rule 1.0 - 1.14 deliverydates Account Custom Field 1.20 - 1.26 fcdev Static Resource 1.0 - 1.15 groupprocess Apex Trigger 1.16 - 1.23 groupprocesshandler Apex Class 1.23 pharma activity data layout Activity Data Page Layout 1.0 - 1.8 pharma product layout CT Product Page Layout 1.0 - 1.30 queueabledynamicgroup Apex Class 1.16 - 1.22 schedule_deletedynamicgroup Apex Class 1.16 - 1.22 test_groupprocess Apex Class 1.23 test_queueabledynamicgroup Apex Class 1.16 - 1.22 userid Report Template Custom Field 1.4 - 1.8","title":"List of Metadata Components Removed from CT CPG Package","component":"ctcpg","version":"","name":"list-of-metadata-components-removed-from-ct-cpg-package","url":"/ctcpg/news/ct-cpg-release-notes/list-of-metadata-components-removed-from-ct-cpg-package.html","titles":[]},"215":{"id":215,"text":"Here we highlight the required actions due to Salesforce Releases affecting CT CPG operation. Salesforce Spring '21 Release Salesforce Winter '21 Release Salesforce Winter '20 Release: Critical Updates","title":"Salesforce Updates","component":"ctcpg","version":"","name":"index","url":"/ctcpg/news/salesforce-updates/index.html","titles":[]},"216":{"id":216,"text":"In the new release, Salesforce is restricting the login ability for users belonging to standard external Community profiles or Portal profiles. It means that users who are assigned to standard external profiles will not be able to log in into the customer’s Community or Portal unless the customer opted out or turned on the applicable preference in Communities or Site Settings prior to the release. ISV applications will not be accessible by such users. To avoid disruptions: Clone the standard Community/Portal profile(s) currently in use for login, change object permissions to meet their business needs, and re-assign active users to the new profile. If continued use of standard external profiles is required, go to Setup → Release Updates → activate Allow Users to Use Standard External Profiles to Self-Register and Log Into Communities and Portals. In the case of using standard external profiles in the test Apex classes or otherwise, update all components that refer to standard profiles if step 2 is not taken. The setup is complete.","title":"Salesforce Spring '21 Release","component":"ctcpg","version":"","name":"salesforce-spring-21-release","url":"/ctcpg/news/salesforce-updates/salesforce-spring-21-release.html","titles":[]},"217":{"id":217,"text":"Table of Contents Announced critical updates Impacted functionality Recommended actions Grant permissions to Custom Settings Via Profile settings Grant permission to Custom Metadata Type Via Profile settings Via Permission Set settings Salesforce has announced two critical updates to be released at the beginning of 2020. The administrator of the CT CPG package must perform additional configuration for the current profiles before the update is released, otherwise, the CT CPG package proper functioning will be impossible. Require Customize Application permission for direct read access to custom settings Currently, users without Customize Application permission can read custom settings using different APIs that are provided by Salesforce. Following the “secure by default” approach, read access for users without Customize Application permission will be revoked with this update. System Administrator needs to perform the actions that are described in this article to allow access to custom settings to non-admin CT CPG users (via profiles or permission sets). 3 January 2020 Require Customize Application permission for direct read access to custom metadata types Currently, users without Customize Application permission can read unprotected custom metadata types using different APIs that are provided by Salesforce. Following the “secure by default” approach, read access for users without Customize Application permission will be revoked with this update. System Administrator needs to perform the actions that are described in this article to explicitly grant access to custom metadata types to non-admin CT CPG users (via profiles or permission sets). 17 February 2020 You can allow direct read access to Custom Settings and Custom Metadata Type by editing: Profile settings Permission Set settings For the first option, you will need to configure each profile separately, or you can edit a permission set and assign it to all users you want to grant read access to. After updating the permissions configuration, launch full synchronization on devices with installed CT Mobile to include the changes. The following features will be blocked: Targeting functionality Activity Detailing Joint Visits To avoid possible issues, we recommend you to perform a test configuration for your package before the automatic updates take place. The update can be manually activated and rolled back after testing. Follow the instructions below to set up desired profiles and check proper package functioning. Use the sandbox environment to perform testing. If you encounter any issues, please, address them to Salesforce support immediately. To set up permissions for direct read access to custom settings for a profile: Go to Setup (1) → Users → Profiles (2). Click Edit (3) next to a profile you want to configure. Go to the Enabled Custom Setting Definitions Access section. Click Edit. Select the following Available Custom Setting Definitions from the list: All package custom setting definitions with the CT CPG prefix. All project-specific custom setting definitions (any additional non-package custom settings added by the company’s admin). The _Digital Signature Settings _custom setting definition (if the Documents Module is used on your project). Click Add Click Save. To set up permissions for direct read access to custom settings for a permission set: Go to Setup (1) → Users → Permission Sets (2). Select a permission set which you want to configure (3) or create a new permission set. On the Permission Set Overview page that opens, scroll to the Apps section, and click Custom Settings Definitions. On the next page, click Edit next to the Custom Settings Definitions. Select the following Available Custom Settings Definitions from the list: All package custom setting definitions with the _CT CPG _prefix. All project-specific custom setting definitions (any additional non-package custom settings added by the company’s admin). The _Digital Signature Settings _custom setting definition (if the Documents Module is used on your project). Click Add. Click Save. The selected setting will be applied. Assign the newly configured permission set to the required users. To set up permission for direct read access to custom metadata types for a profile: Go to Setup (1) → Users → Profiles (2). In the list of profiles, select a profile you wish to configure (3). Go to the Enable Custom Metadata Type Access section. Click Edit. Select the following Available Custom Metadata Types: Package metadata types with the CT CPG prefix: CT CPG Solution.CTCPG.ActivitySync. All project-specific metadata types (any additional non-package metadata types). Click Add Click Save. To set up permission for direct read access to custom metadata types for a permission set: Go to Setup (1) → Users → Permission Sets (2). Select a permission set (3) which you want to configure or create a new permission set. On the Permission Set Overview page that opens, scroll to the Apps section, and click Custom Metadata Types. On the next page, click Edit next to the Custom Metadata Types. Select the following Available Custom Metadata Types: Package metadata types with the CT CPG prefix: CT CPG Solution.CTCPG.ActivitySync. All project-specific metadata types (any additional non-package metadata types). Click Add. Click Save. Selected Custom Metadata Type will be enabled Assign the newly configured permission set to the required users.","title":"Salesforce Winter '20 Release: Critical Updates","component":"ctcpg","version":"","name":"salesforce-winter-20-release-critical-updates","url":"/ctcpg/news/salesforce-updates/salesforce-winter-20-release-critical-updates.html","titles":[{"text":"Announced critical updates","hash":"h2_1033053122","id":1},{"text":"Impacted functionality","hash":"h3_1457068314","id":2},{"text":"Recommended actions","hash":"h3_1936122314","id":3},{"text":"Grant permissions to Custom Settings","hash":"h2_1651425521","id":4},{"text":"Via Profile settings","hash":"h3_215964704","id":5},{"text":"Via Permission Set Settings","hash":"h3_1012487746","id":6},{"text":"Grant permission to Custom Metadata Type","hash":"h2_1934844072","id":7},{"text":"Via Profile settings","hash":"h3_225777329","id":8},{"text":"Via Permission Set settings","hash":"h3_1992642846","id":9}]},"218":{"id":218,"text":"Due to Salesforce does not support the Private Browsing mode (Incognito) in Lightning Experience, do not use this mode in any browser when working with the following: Activity Report Calendar Change Request Quizzes Template Editor Related Lists Buttons Mass Managing (Account or Contact) Targets Add Selected to Event Otherwise, set up third-party cookies to use the CT Mobile package features in Lightning Experience via the incognito mode. For example, if you are using Google Chrome, follow the instructions here.","title":"Salesforce Winter '21 Release","component":"ctcpg","version":"","name":"salesforce-winter-21-release","url":"/ctcpg/news/salesforce-updates/salesforce-winter-21-release.html","titles":[]},"219":{"id":219,"text":"This Activity Data object stores different information captured during the Activity, such as tracked CT Products and Assortments within the Marketing Cycle period according to the configured Target Frequency records or not. The Activity Data field sets are responsible for the related tabs displaying on the configured Activity Report page for the corresponding Activity record type. The Activity Data record types are used for tracking CT Products, displaying event participants and expenses, and tracking tasks and objectives. API name in Salesforce: CTCPG__ActivityData__c Field API Name Type Description Activity CTCPG__ActivityId__c Master-Detail(Activity) The parent Activity record. Answer CTCPG__TextAnswer__c Text(255) The Text answer type for a record of the Special Tracking record type. Answer (boolean) CTCPG__BooleanAnswer__c Checkbox The Boolean answer type (True or False) for a record of the Special Tracking record type. Answer (currency) CTCPG__CurrencyAnswer__c Currency(18,0) The Currency answer type for a record of the Special Tracking record type. Answer (number) CTCPG__NumberAnswer__c Number(16,2) The Number answer type for a record of the Special Tracking record type. Answer Type CTCPG__AnswerType__c Formula(Text) The answer type is used for a record of the Special Tracking record type: manually as text; inherited from the related Marketing Detail Tracking record. Assortment Product CTCPG__AssortmentProductId__c Lookup(Assortment Product) The related Assortment record. Contact CTCPG__ContactId__c Lookup(Contact) The related Contact record. Description CTCPG__Description__c Long Text Area(32768) Specify additional information about the Activity Data. IsPresent CTCPG__IsPresent__c Checkbox If selected, the Activity Data is active. Marketing Detail Tracking CTCPG__MarketingDetailTrackingId__c Lookup(Marketing Detail Tracking) If specified, the related Marketing Detail Tracking record. Parameter Name CTCPG__ParameterName__c Formula(Text) The parameter name is used for a record of the Special Tracking record type: manually as text; inherited from the related Marketing Detail Tracking record. Price CTCPG__Price__c Currency(16,2) The price of a CT Product or Assortment. Product CTCPG__ProductId__c Lookup(CT Product) The related Product record. Quantity CTCPG__Quantity__c Number(18,0) The price of a CT Product or Assortment. Status CTCPG__Status__c Picklist The Activity Data status. The available values by default: Value 1 Value 2 Value 3 Total Price CTCPG__TotalPrice__c Formula(Currency) The total price of all CT Products and Assortments. Type CTCPG__Type__c Picklist The type of Activity Data for the Activity record type. The available values by default: Shelftalker Poster Mobile Stand Rack Promo Table Figure Etc. Lecturer Participant","title":"Activity Data Field Reference","component":"ctcpg","version":"","name":"activity-data-field-reference","url":"/ctcpg/admin-guide/activity-report-management/ref-guide/activity-data-field-reference.html","titles":[]},"220":{"id":220,"text":"The following field is created on the standard Activity object during the CT CPG installation. Field API Name Type Description Activity CTCPG__ActivityId__c Lookup(Activity) The related CT CPG Activity record is created in case of using the Activity Sync functionality. The CT CPG Activity object is used to store visit details, such as a date, client, and goals, for each configured record type. API name in Salesforce: CTCPG__Activity__c Field API Name Type Description Account CTCPG__AccountId__c Lookup(Account) The related Account record. Activity CTCPG__ActivityId__c Lookup(Activity) The related standard Activity record is created in case of using the Activity Sync functionality. Activity Name CTCPG__ActivityName__c Formula(Text) If specified, it stores the Account record name and Contact full name. Contact CTCPG__ContactId__c Lookup(Contact) The related Contact record. Description CTCPG__Description__c Long Text Area(32768) Add the Activity description if needed. End Date CTCPG__EndDate__c Date/Time The end date and time of the Activity record. Event Name CTCPG__EventName__c Formula(Text) Used in custom dialog «Add contacts as event participants». Is Approved CTCPG__IsApproved__c Checkbox If selected, the Activity record is approved. Is Done CTCPG__IsDone__c Checkbox If selected, the Activity record is done. Is Locked CTCPG__IsLocked__c Checkbox If selected, the Activity record is locked and cannot be modified. Joint User CTCPG__UserId__c Lookup(User) It is used for a record of the Joint Visit record type and stores the related User record. Marketing Cycle CTCPG__MarketingCycleId__c Lookup(Marketing Cycle) The related Marketing Cycle record. Next Call Date CTCPG__NextCallDate__c Date/Time The date of the next Activity record according to the Next Call Date settings. Next Call Objective CTCPG__NextCallObjective__c Text Area(255) The Objective that will be copied to the next Activity according to the Next Call Date settings. Objective CTCPG__Objective__c Text Area(255) The Objective for the Activity record. OriginalId CTCPG__OriginalId__c Lookup(Activity) It used to clone the Activity record on the CT CPG Calendar tab. Report Template CTCPG__ReportTemplateId__c Lookup(Report Template) The related Report Template for a record of the Joint Visit record type. Result CTCPG__Result__c Long Text Area(32768) For describing the result details of the Activity. Start Date CTCPG__StartDate__c Date/Time The start date and time of the Activity record. Status CTCPG__Status__c Picklist The Activity record status. The available values by default: Planned In Progress Finished Canceled Target Frequency CTCPG__TargetFrequencyId__c Lookup(Target Frequency) The related Target Frequency record, if the related Account or Contact record is targeted. Type CTCPG__Type__c Picklist The Activity type. The available values by default: Type 1 Type 2 Type 3","title":"Activity Field Reference","component":"ctcpg","version":"","name":"activity-field-reference","url":"/ctcpg/admin-guide/activity-report-management/ref-guide/activity-field-reference.html","titles":[{"text":"The standard Activity object","hash":"h2_11378874","id":1},{"text":"The custom CT CPG Activity object","hash":"h2_573063013","id":2}]},"221":{"id":221,"text":"Table of Contents Activity Report: Visit Activity Report: Event Activity Report: Timeoff Activity Report: Joint Visit Field Sets Types Activity Report displays all information for the CT CPG Activity record within one page and can help you to manage activities related to the particular user. The main section displays details organized in a field set for the selected Activity record type. Click the link to view the configured Activity Report page per each CT CPG Activity record type. List of filters that can be customized for the current user’s activities. The Today and This Month filters are available by default. List of the available activities that are matched the selected filter. Only not finished activities are displayed. According to the CT CPG Activity record type, list of related tracking products or event members based on the Marketing Cycle record if applied. * The additional section with the available representative’s CT CPG Activities is available on the Activity Report specified for the CT CPG Activity with the Joint Visit record type. Manage details of the Activity with the Visit record type within the Activity Report Visit page. The preconfigured field set with all required fields is used to fill out information during the visit. The section with available activities helps to quickly jump to another activity of the current user. Use filters to display only matched activities. The customized tabs show tracking products during the visit, such as company products, competitor products, POS materials, and inventory. Optionally, configure special tracking for objectives. Manage details of the CT CPG Activity with the Event record type within the Activity Report Event page. The preconfigured field set with all required fields is used to fill out information during the event. The section with available activities helps to quickly jump to another activity of the current user. Use filters to display only matched activities. The customized tabs show participants of the event and expenses, such as roll-stands, promo materials, etc. Manage details of the CT CPG Activity with the Timeoff record type within the Activity Report Timeoff page. The preconfigured field set with all required fields is used to fill out information during the visit. The section with available activities helps to quickly jump to another activity of the current user. Use filters to display only matched activities. Manage details of the CT CPG Activity with the Joint Visit record type within the Activity Report Joint Visit page. The preconfigured field set with all required fields is used to fill out information during the visit. The section with available activities helps to quickly jump to another activity of the current user. Use filters to display only matched activities. Select the representative’s CT CPG Activity that should relate to the Joint Visit record. Add the Report Template from the picklist with the assessment skills. Visit, Event, Time Off, and Joint Visit are used to display required fields in the main section of the Activity Report page for the corresponding record type. Activities List is used for specifying columns of the list with available activities for the current user. This field set will be added to any Activity Report pages regardless of the selected record type. CT CPG Activities whose status is finished are not displayed. The open CT CPG Activity will be highlighted with green color. Add new filters to display only matched CT CPG Activity records. Joint user activities is used to display required columns of the list with the representative’s CT CPG Activities that can be selected to relate the Joint Visit record on the Activity Report page for the Joint Visit record type.","title":"Activity Report Interface","component":"ctcpg","version":"","name":"activity-report-interface","url":"/ctcpg/admin-guide/activity-report-management/ref-guide/activity-report-interface.html","titles":[{"text":"Activity Report: Visit","hash":"h2_683681312","id":1},{"text":"Activity Report: Event","hash":"h2_1673179481","id":2},{"text":"Activity Report: Timeoff","hash":"h2_192515681","id":3},{"text":"Activity Report: Joint Visit","hash":"h2_1426808308","id":4},{"text":"Field Sets Types","hash":"h2_184470718","id":5}]},"222":{"id":222,"text":"You can use preconfigured Standard Layouts without configuring Activity Reports. In this section: Get familiar with the interface of the Activity Report page according to the specific Activity record type; View the default Activity Layout and Activity Buttons settings. Read field description for CT CPG Activity, CT CPG Activity Data, Report Template, Skill, and Skill Mark objects. Configure Activity Report pages for each required Activity record type. The following field sets are specified for the CT CPG Activity object. Activity List is used for displaying available activities for the current user; Visit, Event, Time Off, Joint Visit is used for displaying the main section with all detailed information about the open Activity record; Visit is intended to track CT Products on the point-of-sales, objectives, and tasks. Event is intended to track meetings, participants, and meeting expenses. Time Off is used to track the representative’s vacancies, holidays, and time offs. Joint Visit is intended to estimate the representative’s skills using the preconfigured questionnaire and based on their activities. Joint user activities is used for displaying the required user’s open activities to relate one of them to the Joint Visit record. Joint Activities List and VisitOnMap are not in use. If needed, create a new record type with the appropriate field set or customize the configured field sets. By default, the New, Edit, and View buttons on the tabs, for example, the Calendar or Activities tab, related to the CT CPG Activity object redirect users to the standard pages instead of Activity Report pages. StandardLayout is responsible for displaying a standard page, where fields are set up within the page layout customization; ActivityReport is responsible for displaying the Visualforce page with the corresponding field set and customized related tabs, e.g., the Company Products or Event Members. Override the button action if you want to use the Activity Report pages.","title":"Reference Guide","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/activity-report-management/ref-guide/index.html","titles":[{"text":"Activity Layout Settings","hash":"h2_1515393312","id":1},{"text":"Basic Actions for Activity","hash":"DefaultConfiguration-AR-BasicActionsforActivity","id":2}]},"223":{"id":223,"text":"The Report Template object represents the set of skills grouped by criteria to estimate the representative work during the Joint Visit. Template Editor is intended to create and edit report templates. API name in Salesforce: CTCPG__ReportTemplate__c Field API Name Type Description Active CTCPG__IsActive__c Checkbox If selected, the record is active and applied in business logic. Available for CTCPG__RecordTypePicklist__c Picklist (Multi-Select) Select the Activity record types for which the Report Template record will be available: Visit Event Joint Visit Timeoff Date CTCPG__Date__c Date The date of the Report. Description CTCPG__Description__c Long Text Area(32768) Specify information about the Report Template record. Status CTCPG__Status__c Picklist The available values of the Report Template status: Draft Approved","title":"Report Template Field Reference","component":"ctcpg","version":"","name":"report-template-field-reference","url":"/ctcpg/admin-guide/activity-report-management/ref-guide/report-template-field-reference.html","titles":[]},"224":{"id":224,"text":"The information below is incomplete and will be updated. The Skill object is intended to store skills and criteria that should be estimated during the Joint Visit. API name in Salesforce: CTCPG__Skill__c Field API Name Type Description Active CTCPG__IsActive__c Checkbox If selected, the record is active and applied in business logic. Answer Field API name CTCPG__AnswerFieldAPIName__c Text Area(255) Specify the API name for the field where the representative will type the answer. Answer Type CTCPG__AnswerType__c Picklist Specify the answer type. The available values by default: Date Logic Picklist Text Number Multipicklist Category CTCPG__Category__c Picklist if needed, specify category values for skill segmentation. Criteria CTCPG__Criteria__c Long Text Area(32768) Specify the criteria to estimate a representative’s skills (separated by a comma, without blank spaces). Criteria Value CTCPG__CriteriaValue__c Long Text Area(32768) Specify values for each criterion (separated by a comma, without blank spaces). Description CTCPG__Description__c Long Text Area(32768) Specify the additional information about the skill. For Activity CTCPG__ForActivity__c Checkbox Order CTCPG__Order__c Number(18,0) The order number of the Skill record on the Report Template. Photo CTCPG__Photo__c Checkbox Report Template CTCPG__ReportTemplateId__c Lookup(Report Template) The parent Report Template record. Required CTCPG__Required__c Checkbox If selected, the Skill is required to estimate. Subcategory CTCPG__Subcategory__c Text Area(255) If needed, specify the additional subcategory to categorize skills.","title":"Skill Field Reference","component":"ctcpg","version":"","name":"skill-field-reference","url":"/ctcpg/admin-guide/activity-report-management/ref-guide/skill-field-reference.html","titles":[]},"225":{"id":225,"text":"The Skill Mark object is intended to store skill stores from the Joint Visit. API name in Salesforce: CTCPG__SkillMark__c Field API Name Type Description Activity CTCPG__ActivityId__c Lookup(Activity) The parent Activity record. Criteria CTCPG__CriteriaText__c TextArea(255) The description of the criteria. Description CTCPG__Description__c Long Text Area(32768) Specify the additional information about the skill mark. Mark CTCPG__Mark__c Text(255) The Skill Mark. Report Template CTCPG__ReportTemplateId__c Lookup(Report Template) The parent Report Template record. Skill CTCPG__SkillId__c Lookup(Skill) The related Skill record.","title":"Skill Mark Field Reference","component":"ctcpg","version":"","name":"skill-mark-field-reference","url":"/ctcpg/admin-guide/activity-report-management/ref-guide/skill-mark-field-reference.html","titles":[]},"226":{"id":226,"text":"The Standard Layout interface will be used to manage CT CPG Activity records if: the Standard Layout is selected for the particular CT CPG Activity record type on the Calendar Settings tab. the Standard Layout is selected to open by buttons. By default, the Activity Report Visulaforce page is selected for display with the standard Salesforce header tabs. To display the Salesforce header in case of using Activity Report pages, select Show page header for the corresponding Calendar Tab Settings record. The Standard Layout page may be customized in Lightning App Builder to view CT CPG Activity parameters, for example, the Standard Layout page for all CT CPG Activity record types: To customize the Standard Layout page: Open any Activity Report page. The Standard Layout should be assigned to open the CT CPG Activity of the selected record type. Click Setup → Edit Page. The Lightning App Builder opens. Remove the Visualforce page and add components you want to display on the Standard Layout page. You can select another Visualforce page if needed. Click Save. Click Activate. Assign the Standard page to the Org Default and App Default tabs. Click Close. The setup is complete.","title":"Standard Layout Interface","component":"ctcpg","version":"","name":"standard-layout-interface","url":"/ctcpg/admin-guide/activity-report-management/ref-guide/standard-layout-interface.html","titles":[{"text":"Customize Standard Layout","hash":"h2_642542404","id":1}]},"227":{"id":227,"text":"Table of Contents Calendar Interface Table View Hierarchy View Employees Calendar Settings List View The Calendar page has 5 tabs by default. Customize the display of each tab per user profile with the help of Calendar Tab Settings. By default, when a user opens a Calendar tab, they jump to the Table View tab. Get familiar with the available buttons and interface. The Table View tab is a place to manage activities for the Account, Contacts, or Reference records. Select a list view and click Go to view corresponding Account or Contact records. The Hierarchy View tab is a place to manage activities for the Account, Contacts, or Reference records. Select a list view and click Go to view corresponding Account or Contact records in the tree structure. The Employees Calendar tab is a place for a supervisor to view the representative’s activities and create the CT CPG Activity records with the Joint Visit record type to estimate the representative’s skills. The representative’s activities are marked with a gray color by default. If the supervisor has his own CT CPG Activities, they should manage them on the Table View or Hierarchy View tab. The Settings tab is intended to customize the calendar per user division. For user convenience, the tab is divided into sections, such as Calendar Setup, Customize Events, etc. The List View tab is intended to manage available list views for the Account, Contact, and Reference records.","title":"Legacy Calendar Interface","component":"ctcpg","version":"","name":"calendar-interface","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/calendar-interface.html","titles":[{"text":"Calendar Interface","hash":"h2_88456521","id":1},{"text":"Table View","hash":"h2_817238099","id":2},{"text":"Hierarchy View","hash":"h2_528606302","id":3},{"text":"Employees Calendar","hash":"h2_989699835","id":4},{"text":"Settings","hash":"h2_681682073","id":5},{"text":"List View","hash":"h2_661653765","id":6}]},"228":{"id":228,"text":"The Legacy Calendar is not supported. We recommend using the new planning Calendar. In this section: Get familiar with the Calendar interface for each Calendar tab. View the default Calendar Tab Settings and Calendar Settings. Read field description for Planning Calendar Settings objects. Configure Calendar for managing activities. By default, the following Calendar Tab Settings record is applied for the whole Salesforce organization. Specify new Calendar Tab Settings records for required user roles, for example, representatives and supervisors. The Table View tab is shown by default with four list views: All Accounts All Contacts My Target Accounts My Target Contacts On the Settings tab, the Alpha and Beta user divisions are available. The Alpha user division is set by default. The following settings are defined by default for the Alpha user division and stored in the Planning Calendar Settings record. In the Target Frequency section, the Use target frequency option is selected. To set up the Target Frequency records, go to the Targeting and Marketing Cycles Management section. The Week view is set for the calendar grid. The working hours are from 9:00 to 18:00 in the 24-hour time format. For the Hierarchy tab, the Account and Contact fields are specified. The corresponding color is assigned to each of the available Activity statuses. There are icons, durations by default, and the assigned Activity Report page to view the detailed Activity information for available Activity record types. The pre-configured tips for Event (Activity), Account, and Reference objects are enabled by default. There are pre-configured Event Creation Windows for available Activity record types. The Visit record type of the Activity object is set for the drag-n-drop Activity creation. Mass actions can be performed only in the Day view.","title":"Legacy Calendar Management","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/index.html","titles":[{"text":"Calendar Tab Settings","hash":"h2_1141916048","id":1},{"text":"The CT CPG Calendar page","hash":"h2_1857539359","id":2},{"text":"The Settings tab on the CT CPG Calendar page","hash":"h3_1602162167","id":3}]},"229":{"id":229,"text":"The Planning Calendar Settings object is intended to store the CT CPG Calendar parameters specified per each user division. API name in Salesforce: CTCPG__CalendarSettings__c Field API Name Type Description Account Block CTCPG__AccountBlock__c Text(255) The API name of the Account field for the Account title in the Hierarchy View tab. Stored within the Global setting type. Allow Holiday Events CTCPG__AllowHolidayEvents__c Checkbox If enabled, the representative can create a CT CPG Activity record on holidays and weekends. Stored within the Global setting type. API CTCPG__API__c Text(255) The field API name to differentiate CT CPG Activity records by color, for example, CTCPG__Status__c. Calendar Day Source Object CTCPG__CalendarDaySourceObject__c Text(50) The API name of the custom Dictionary object. Used if the CTCPG__UseCalendarObject__c field is selected. Stored within the Global setting type. Calendar Locale CTCPG__CalendarLocale__c Text(10) The value of the CTCPG__CalendarLocale__c on the User record that is responsible for the current calendar language. Available values: en: English; fr: French; ru: Russian; ar: Arabic; de: German; es: Spanish; it: Italian; zh-cn: Chinese; (Zhōngwén): Mandarin; hi: Hindi. Color CTCPG__Color__c Long Text Area(32768) The specific color for the CT CPG Activity record with the corresponding record type (separated by a comma, without a blank space). Stored within the Global and Color setting types. ContextMenuPoints CTCPG__ContextMenuPoints__c Long Text Area(3000) If true, the CT CPG Activity record type is available to create on the corresponding Table View, Hierarchy View, and Employees tabs (separated by a comma, without a blank space). Date field name CTCPG__DateFieldName__c Text(50) The API name of the Date field of the custom Dictionary object. Used if the CTCPG__UseCalendarObject__c field is selected. Stored within the Global setting type. Default View CTCPG__DefaultView__c Text(255) The default view of the calendar grid: month agendaDay agendaWeek Stored within the Global setting type. Description field name CTCPG__DescriptionApiName__c Text(50) The API name of the Description field of the custom Dictionary object. Used if the CTCPG__UseCalendarObject__c field is selected. Stored within the Global setting type. Disable Left Click CTCPG__DisableLEftClick__c Checkbox If enabled, the left-click action is restricted. Division CTCPG__Division__c Picklist The calendar division. Available values by default: Alpha; Beta. The representative can create a CT CPG Activity record if Account, Contact, and User record have the same division. Duration CTCPG__Duration__c Number(3,0) The default duration in minutes for the CT CPG Activity. Available values are from 30 to 480. Enable list calendar CTCPG__EnableListCalendar__c Checkbox If enabled, a user can select the List Day, List Week, and List Month calendar view. End CTCPG__End__c Number(2,0) The end hour of the working day. Stored within the Global setting type. Fields CTCPG__Fields__c Long Text Area(131072) The API names of the fields in one of the Calendar settings, for example, for the popups (separated by a comma, without a blank space). Holiday Flag CTCPG__HolidayFlagApiName__c Text(50) The API name of the Holiday field of the custom Dictionary object. Used if the CTCPG__UseCalendarObject__c field is selected. Stored within the Global setting type. ID CTCPG__ID__c Long Text Area(32768) Stored within the Icon setting type. Inverted Click Logic CTCPG__IsClickLogicInverted__c Checkbox If enabled: single-click to open a CT CPG Activity record. double-click to delete a CT CPG Activity record. Is Active CTCPG__IsActive__c Checkbox If selected, the corresponding Calendar setting is active. Labels CTCPG__Labels__c Long Text Area(131072) Labels of the fields in one of the Calendar settings, for example, for the popups (separated by a comma, without a blank space). Name CTCPG__Name__c Text(255) It is used to store different settings, such as the default mass action, the CT CPG Activity record type, etc. ProfileId CTCPG__ProfileId__c Text(255) The ID of the corresponding user profile. RecordType CTCPG__RecordTypeId__c Text(255) The ID of the corresponding CT CPG Activity record type for the popup. Reference Block CTCPG__ReferenceBlock__c Text(255) The API name of the Contact or Reference field for the _Contact or Reference title in the Hierarchy view. Stored within the Global setting type. Relationships CTCPG__Relationships__c Long Text Area(32768) The API name of the related fields, for example, lookup fields. Required CTCPG__Required__c Long Text Area(32768) If enabled, the corresponding field in the CT CPG Activity creation popup is required to fill out. Setting Type CTCPG__SettingType__c Picklist The setting type of the calendar setting: Color to store CT CPG Activity color settings; Global to store main settings; Icon to store icon images for the CT CPG Activities; Link to store available links; Popup to store additional popup settings; Setting not in use; Tip to store tips parameters; View to store list view parameters; Context Menu to define available CT CPG Activity record types on the Table Tab or Hierarchy tab; draganddropTrigger to enable the drag-and-drop action Mass Actions to define the default mass action; OldPopup: not in use. Show weekends CTCPG__ShowWeekends__c Checkbox If enabled, the weekends are displayed on the calendar grid. Stored within the Global setting type. Start CTCPG__Start__c Number(2,0) The start hour of the working day. Stored within the Global setting type. Time Format CTCPG__TimeFormat__c Text(255) The default time format. The available values: 24-hour; AM/PM. Stored within the Global setting type. To Show Popup CTCPG__ToShowPopup__c Long Text Area(32768) If enabled, the CT CPG Activity creation popup (if specified) will be displayed to fill out during the CT CPG Activity record creation. Types CTCPG__Types__c Long Text Area(131072) The CT CPG Activity record type to select for the popup displaying. URL CTCPG__URL__c URL(255) It is used to store the URL for the CT CPG Activity icon or for the useful link. Use calendar object CTCPG__UseCalendarObject__c Checkbox If enabled, the additional custom dictionary is in use. Use Frequency CTCPG__UseFrequency__c Checkbox If enabled, when a representative creates a CT CPG Activity record for the Account by dragging and dropping, the CT CPG Activity records will be automatically created with a 30-minute interval for the associated target Contacts. Stored within the Global setting type. Value CTCPG__Value__c Long Text Area(131072) The Standard Layout or any Visualforce page to view the CT CPG Activity record. View Criteria Fields CTCPG__CriteriaField__c Long Text Area(131072) The API names of the list view fields (separated by a comma, without a blank space). Stored within the View setting type. View Criteria Operators CTCPG__CriteriaOperator__c Long Text Area(131072) The API names of the list view operators (separated by a comma, without a blank space). Stored within the View setting type. View Criteria Types CTCPG__CriteriaType__c Long Text Area(131072) The data types of the list view fields (separated by a comma, without a blank space). Stored within the View setting type. View Criteria Values CTCPG__CriteriaValue__c Long Text Area(131072) The values of the list view fields (separated by a comma, without a blank space). Stored within the View setting type. View Name CTCPG__ViewName__c Text(255) Not in use. View Roles CTCPG__Roles__c Long Text Area(131072) The IDs of the selected user roles to access a list view (separated by a comma, without a blank space). Stored within the View setting type. View SObject CTCPG__SObject__c Text(255) The API name of the object to sort its records in a list view. Stored within the View setting type. View Sort CTCPG__Sort__c Text(255) The API name of the field to sort records in a list view. Stored within the View setting type. View Sort Order CTCPG__SortOrder__c Picklist The ascending or descending order of the records in a list view. asc; desc. Stored within the View setting type. Week Start CTCPG__WeekStart__c Number(18,0) The first day of the week on the calendar grid. Stored within the Global setting type.","title":"Legacy Calendar Settings Field Reference","component":"ctcpg","version":"","name":"planning-calendar-settings-field-reference","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/planning-calendar-settings-field-reference.html","titles":[]},"230":{"id":230,"text":"The Activity Sync metadata type is intended to store settings according to them the activities will be generated in the standard Salesforce calendar based on activities in the CT CPG Calendar, and/or vice versa. API name in Salesforce: CTCPG__ActivitySync__mdt Field API Name Type Description Active CTCPG__IsACtive__c Checkbox If selected, the setting is active. Activity Record Type CTCPG__ActivityRecordtypeAPIName__c Text (255) The API name of the CT CPG Activity record type. Available record types by default: Event Visit Timeoff JointVisit Custom object record criteria CTCPG__CustomObjectCriteria__c Text (255) A filter to select the CT CPG Activity records that should be synced with the standard activities. Left this field blank for processing all records. Use an SOQL query to specify filters. The clause part of the query should be without the WHERE word. For example: CTCPG__Type__c LIKE '%Type 1%' Description CTCPG__Description__c Text Area(255) Specify information about the Activity Sync record. Fields to update CTCPG__FieldsAPIName__c Long Text Area (131072) Specify field API names to update on the creating Activity record (separated by a comma, without a blank space). For example: Event.Description,Event.Duration,Event.Phone. Field values CTCPG__FieldValues__c Long Text Area (131072) Specify field API names to copy values from them to the fields specified in the CTCPG__FieldsAPIName__c field (separated by a comma, without a blank space). For example: CTCPG__Activity__c.CTCPG__Description__c,CTCPG__Activity__c CTCPG__Objective__c. Standard Activity Type CTCPG__ActivityType__c Text (255) The API name of the standard Event and Task objects. Available types by default: Email Meeting Other Call The filter will not be applied if the CTCPG__StandardObjectCriteria__c or CTCPG__CustomObjectCriteria__c field is specified. Standard Object CTCPG__StandardObjectAPIName__c Picklist Select the standard Activity object. Available objects: Event Task Standard object record criteria CTCPG__StandardObjectCriteria__c Text (255) A filter to select the Event or Task records that should be synced with the standard activities. Left this field blank for processing all records. Use a SOQL query to specify filters. The clause part of the query should be without the WHERE word. For example: Subject LIKE '%Call%' Sync Type CTCPG__SyncType__c Picklist Select the Activity Sync type: Both Custom → Standard Standard → Custom","title":"Custom Metadata Type: Activity Sync","component":"ctcpg","version":"","name":"custom-metadata-type-activity-sync","url":"/ctcpg/admin-guide/configuring-activity-sync/activity-sync-management/custom-metadata-type-activity-sync.html","titles":[]},"231":{"id":231,"text":"These settings are optional. In this section: Get familiar with the Activity Sync metadata type. View the preconfigured Activity Sync records and the list of fields that will be updated on the Event and Task object by default. Configure Activity Sync for managing activities between the standard Salesforce calendar and CT CPG Calendar. Activity Sync is used to: Automatically synchronize the standard Event/Task and CT CPG Activity records. A corresponding record based on the standard Event/Task or CT CPG Activity record will be created. If you have a few Activity Sync records, make sure that active settings do not affect each other to avoid failures during the Activity Sync processes. Synchronize changes in records. Map fields to update them with the values from the parent Event/Task or CT CPG Activity record via the Activity Sync process. Three preconfigured inactive records may be edited. The values from the following fields will be updated on the creating Activity record via the Activity Sync process. The CTCPG__ActivityId__c field is used to relate the synced standard Event/Task or CT CPG Activity records. Standard Calendar CT CPG Calendar Field Label Event Task CTCPG__Activity__c StartDateTime – CTCPG__StartDate__c EndDateTime – CTCPG__EndDate__c WhoId WhoId CTCPG__ContactId__c WhatId WhatId CTCPG__AccountId__c OwnerId OwnerId OwnerId","title":"Activity Sync Management","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/configuring-activity-sync/activity-sync-management/index.html","titles":[{"text":"The Default Activity Sync records","hash":"h2_1614346086","id":1},{"text":"The Event and Task fields to update","hash":"h2_559488800","id":2}]},"232":{"id":232,"text":"The CPG Group object is intended to store appropriate objects' records in alignment with SOQL filters applied to these objects and their child objects. Object API name: CTCPG__Group__c Field API Name Type Description BatchJobId CTCPG__BatchJobId__c Text(18) The appropriate batch job to update group members. Dynamic Group CTCPG__IsDynamic__c Checkbox If selected, the group is dynamic. Static group is a snapshot of records per specific time. Dynamic group keeps the lists of records for different objects up to date. Field List CTCPG__FieldList__c TextArea(255) Fields to display group members table (separated by a comma, without blank space). For Group Update CTCPG__IsForUpdate__c Checkbox Defines if the group should be automatically recalculated. Group Filter CTCPG__GroupFilter__c LongTextArea(32768) Stores SOQL filter for a group record. Group Filter JSON CTCPG__GroupFilerJson__c LongTextArea(131072) Stores a JSON with SOQL filter for a group record. Group Type CTCPG__ObjectType__c Picklist Select the group type: To specify a new group type, refer to Specify a Custom Object for a CPG Group. Accounts and their child objects, e.g., CT Orders, Activities, etc. Contacts and their child objects, e.g., Activities, Target Frequencies, etc. CT Products and their child objects, e.g., Assortments, Activity Data, etc. Users and their child objects, e.g., CT Orders, Activities, etc.","title":"CPG Group Field Reference","component":"ctcpg","version":"","name":"cpg-group-field-reference","url":"/ctcpg/admin-guide/cpg-groups-management/ref-guide/cpg-group-field-reference.html","titles":[]},"233":{"id":233,"text":"The CPG Group Member object is intended to store static or dynamic group members. Object API name: CTCPG__GroupMember__c Field API Name Type Description Account CTCPG__AccountId__c Lookup(Account) The related Account record if the group type is Account. Contact CTCPG__ContactId__c Lookup(Contact) The related Contact record if the group type is Contact. CPG Group CTCPG__GroupId__c Lookup(CPG Group) The related CPG Group record. Manual CTCPG__IsManual__c Checkbox Defines if the member was added to the resulting list manually. Product CTCPG__ProductId__c Lookup(CT Product) The related Product record if the group type is Product. User CTCPG__UserId__c Lookup(User) The related User record if the group type is User.","title":"CPG Group Member Field Reference","component":"ctcpg","version":"","name":"cpg-group-member-field-reference","url":"/ctcpg/admin-guide/cpg-groups-management/ref-guide/cpg-group-member-field-reference.html","titles":[]},"234":{"id":234,"text":"These settings are optional. In this section: Get familiar with the CPG Group and CPG Group Members objects. Take a look at the difference between static CPG groups and dynamic CPG groups. Learn the SOQL builder options to create criteria for a group. Configure CT CPG groups for managing Contacts, Accounts, CT Products, Users or your custom object per single tasks or scheduled processes. The limit is equal to 500 thousand records per group. If there are more records, a warning is displayed. A static group is a snapshot of records per specific time. It can be used to send ad hoc emails such as: announcements invitations to the events special offers of products etc. Use dynamic groups to keep the lists of record per different objects up to date, e.g.: to create a group of users for the onboarding process. to create a group of clients who meet specific criteria, for example, were not visited during the last 2 weeks but have orders for more than $ 100 000. to derive the list of the most popular products based on product sales or numeric distribution. etc. SOQL Builder is used for creating a SOQL query to filter records in a CPG group. On a high level, set up a query based on the parent object. Add up to a maximum of two subqueries applied to children’s records if needed. The SOQL builder buttons: Click to add criteria based on the fields of the object’s record. Click to add criteria in the brackets. Click to add criteria based on the fields of the child object record. Click to launch validation of the query.","title":"Reference Guide","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/cpg-groups-management/ref-guide/index.html","titles":[{"text":"Group Types","hash":"h2_398360046","id":1},{"text":"Static Group","hash":"h3_1554410513","id":2},{"text":"Dynamic Group","hash":"h3_1007999912","id":3},{"text":"SOQL Builder to Filter CPG Group Records","hash":"h2_514682594","id":4}]},"235":{"id":235,"text":"The Account Assortment object is used to map assortments and accounts. API name in Salesforce: CTCPG__AccountAssortment__c Field API Name Type Description Account CTCPG__AccountId__c Lookup(Account) The Account record to which the Assortment is assigned. Active CTCPG__IsActive__c Checkbox If selected, the record is active and applied in business logic. Assortment CTCPG__AssortmentId__c Lookup(Assortment) The related Assortment record. Description CTCPG__Description__c Long Text Area(32768) Specify the additional information. End Date CTCPG__EndDate__c Checkbox Specify the last day when the Assortment can be selected for the Account record. Primary CTCPG__IsTarget__c Formula(Text) If selected, the Assortment will be displayed first on the Activity Report tab. Start Date CTCPG__TargetUserIds__c Text Area(255) Specify the first day when the Assortment can be selected for the Account record.","title":"Account Assortment Field Reference","component":"ctcpg","version":"","name":"account-assortment-field-reference","url":"/ctcpg/admin-guide/ct-products-and-assortments-management/ref-guide/account-assortment-field-reference.html","titles":[]},"236":{"id":236,"text":"The Assortment object represents a unique set of products available during a specific period, based on the brands, families, and hierarchy sets in your product catalogs, and promoted for the particular accounts. API name in Salesforce: CTCPG__Assortment__c Field API Name Type Description Active CTCPG__IsActive__c Checkbox If selected, the record is active and applied in business logic. Default Assortment CTCPG__IsDefault__c Checkbox If selected, the Assortment record will be used as the default for Accounts without assigned assortments. Description CTCPG__Description__c Long Text Area(32768) Specify information about the assortment. End Date CTCPG__EndDate__c Date Specify the last date of the Assortment availability. Start Date CTCPG__StartDate__c Date Specify the first date of the Assortment availability. Total products CTCPG__TotalProducts__c Roll-Up Summary (COUNT Assortment Product) Used to view the total products in the Assortment record.","title":"Assortment Field Reference","component":"ctcpg","version":"","name":"assortment-field-reference","url":"/ctcpg/admin-guide/ct-products-and-assortments-management/ref-guide/assortment-field-reference.html","titles":[]},"237":{"id":237,"text":"The Assortment Product object represents product records in the Assortment record. API name in Salesforce: CTCPG__AssortmentProduct__c Field API Name Type Description Assortment CTCPG__AssortmentId__c Lookup(Assortment) The related Assortment record. Product CTCPG__ProductId__c Lookup(CT Product) The related CT Product record that is included in the assortment. Required CTCPG__IsRequired__c Checkbox The CT Product cannot be excluded from the Assortment assigned to the Account. Sort Order CTCPG__SortOrder__c Number(18,0) The order number of CT Product in the Assortment record.","title":"Assortment Product Field Reference","component":"ctcpg","version":"","name":"assortment-product-field-reference","url":"/ctcpg/admin-guide/ct-products-and-assortments-management/ref-guide/assortment-product-field-reference.html","titles":[]},"238":{"id":238,"text":"The CT Product object is intended to store detailed information regarding company and competitor products, including their physical parameters and quantity. The CT Product record types are used to distinguish CT Products by purpose. For the CT Orders functionality, it also stores Quantity per delivery settings and specific attributes that define the price calculation procedure. API name in Salesforce: CTCPG__Product__c Field API Name Type Description Active CTCPG__IsActive__c Checkbox If selected, the record is active and applied in business logic. Brand CTCPG__Brand__c Picklist Brand of a product. The available values: First Brand Second Brand Third Brand Bundle CTCPG__IsBundlee__c Checkbox If selected, the product is a part of a bundle. Calculate Price On CTCPG__CalculatePriceLevel__c Picklist Defines the source for a price in the order. The available values: Header Components Category CTCPG__Category__c Picklist Product category. The available values: Dairy Nutrition Default Availability Type CTCPG__DefaultAvailabilityType__c Picklist It defines whether a product is available by default. Available values: Available The value will be set by default during the CT Orders package installation or update. Not Available Description CTCPG__Description__c Long Text Area(32768) Description of a product. External Id CTCPG__ExternalId__c Text(255) (External ID) (Unique Case Sensitive) Product external identifier if integration is set up. Family CTCPG__Family__c Picklist Product family. The available values: First Family Second Family Third Family Height(mm) CTCPG__Heigth__c Number (18, 0) Product physical parameter: height in millimeters. Ignore Component Availability orders__isIgnoreComponentAvailability__c Checkbox Applied for bundle components only. If true, the bundle component always available by Product Availability and Default Availability Type fields. Default value: false. Max Quantity Per Delivery CTCPG__MaxQuantityPerDelivery__c Number(18, 0) Max limit of products for delivery. The quantity must correspond to the units in package value if applied. Must be greater than Min Quantity Per Delivery. Min Quantity Per Delivery CTCPG__MinQuantityPerDelivery__c Number(18, 0) Min limit of products for delivery. The quantity must correspond to the units in package value if applied. Must be less than Max Quantity Per Delivery. Parent CTCPG__ParentId__c Lookup(CT Product) Parent product from a bundle/catalog. Set Quantity On CTCPG__SetQuantityLevel__c Picklist Defines the source for product quantity in the order. The available values: Header Components Type CTCPG__Type__c Picklist A product type. The available values: Type 1 Type 2 Type 3 Units in Package CTCPG__UnitsInPackage__c Number(18, 0) The ratio of adding a product. For example, if this number is 5, that means 5 units of this product will be added when clicking the \"plus\"(+) button on the order quantity field. Use Freebie Multiplier CTCPG__IsUseFreebieMultiplier__c Checkbox If selected, the freebies will be added with the specified multiplicity to the product amount. Weight (gr) CTCPG__Weight__c Number(16,2) Product physical parameter: weight in grams. Width (mm) CTCPG__Width__c Number(16,2) Product physical parameter: width in millimeters.","title":"CT Product Field Reference","component":"ctcpg","version":"","name":"ct-product-field-reference","url":"/ctcpg/admin-guide/ct-products-and-assortments-management/ref-guide/ct-product-field-reference.html","titles":[]},"239":{"id":239,"text":"In this section: Get familiar with CT Product object model and CT Product record types. Read field description for the Account Assortment, Assortment, Assortment Product, CT Product, Inventory, and Product Component objects. Create new products and assortments according to your business needs. After the CT CPG installation, there are CT Products with different record types divided by families and brands. The available record types: Company Product This record type is intended to store records of your company’s products. Competitor Product This record type is intended to store records of our competitor’s products. POS Material This record type is intended to store records of the auxiliary products, such as shelves, roll-stands, stoppers, and other items for the point-of-sales. Inventory This record type is intended to store records of the rented items for the point-of-sales. Bundle It is a CT Product that is a hub for CT Product records organized in a hierarchy. A bundle can include up to 3 child bundles. Used for the CT Orders functionality and not added to the CT Product page layout.","title":"Reference Guide","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/ct-products-and-assortments-management/ref-guide/index.html","titles":[{"text":"The CT Product object model","hash":"h2_1870584043","id":1},{"text":"The CT Product Record Types","hash":"h2_160781133","id":2}]},"240":{"id":240,"text":"The Inventory object is used to store records of the rented items for the point-of-sales and relate them with the Account and Contact of the corresponding Activity record. The CallReportInventory field set is responsible for the Inventory tab displaying on the configured Activity Report page for the corresponding Activity record type; The CT Product with the Inventory record type is used as the Inventory record that can be selected on the Inventory tab of the Activity Report page. API name in Salesforce: CTCPG__Inventory__c Field API Name Type Description Account CTCPG__AccountId__c Lookup(Account) The related Account record to which the Inventory is assigned. Active CTCPG__IsActive__c Checkbox If selected, the record is active and applied in business logic. Category CTCPG__Category__c Picklist Inventory categories. The available values by default: Dairy Nutrition Contact CTCPG__ContactId__c Lookup(Contact) The related Contact record to which the Inventory is assigned. Description CTCPG__Description__c Long Text Area(32768) Inventory description. Install Date CTCPG__InstallDate__c Date The date of the Inventory delivery to the point-of-sales. Product CTCPG__ProductId__c Lookup(CT Product) The related CT Product record, if applied. Serial CTCPG__Serial__c Text(255) The serial number of the Inventory. Shelf Space CTCPG__ShelfSpace__c Number(16,2) A number of shelves. Status CTCPG__Status__c Picklist Status of the Inventory record. The available values by default: Installed Maintenance Broken","title":"Inventory Field Reference","component":"ctcpg","version":"","name":"inventory-field-reference","url":"/ctcpg/admin-guide/ct-products-and-assortments-management/ref-guide/inventory-field-reference.html","titles":[]},"241":{"id":241,"text":"The Product Component object is a junction object between a bundle and a product and used in product management for CT Orders. One product can be a part of different bundles. Object API name: CTCPG_ProductComponent__c Field API name Type Description Bundle Bundle2Id__c Lookup(CT Product) A bundle that includes the current Salesforce product. Bundle CTCPG__BundleId__c Lookup(Product2) A bundle that includes the current CT Product. Multiplier CTCPG__Multiplier__c Number(18,0) A multiplying factor sets the ratio for multiplying the number of products in the bundle. Product CTCPG__ProductId__c Lookup(CT Product) This is a lookup to store a CT Product identifier. Product Product2Id__c Lookup(Product2) This is a default lookup to the standard Product record in case of working with the CG Cloud solution. The field must be manually created by the administrator.","title":"Product Component Field Reference","component":"ctcpg","version":"","name":"product-component-field-reference","url":"/ctcpg/admin-guide/ct-products-and-assortments-management/ref-guide/product-component-field-reference.html","titles":[]},"242":{"id":242,"text":"These settings are optional. In this section, get familiar with the following objects: Quiz Quiz Question Quiz Answer Quiz Partaker Quiz Completion Configuring Quizzes for passing by representatives or for customers during the visit. The Quiz record has the following record types: Internal quizzes are designed: to examine representatives' knowledge about CT Products, which are targeted at customers; to get feedback about the representative’s daily routine, for example, how they conduct a meeting, what they like or do not like, how much time they spend on visits, etc. External quizzes may be used to get feedback from the clients the representative visited. The passed questionnaire will be linked to the corresponding CT CPG Activity record, and the received information will be used for better customer segmentation and understanding of their needs. It is possible to create complex quizzes with questions depend on the previous question or answer. Each Quiz record has a number of related Quiz Question records. The passed Quiz is stored as the Quiz Completion record with the linked Quiz Answer records. The corresponding Quiz Answer record is related to the Quiz Partaker record and a CT CPG Activity record if applied. The administrator assigns representatives as the Quiz Partakers by creating a Quiz Partaker record related to the User record.","title":"Reference Guide","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/quizzes-management/ref-guide/index.html","titles":[{"text":"Quiz Model","hash":"h2_552352642","id":1}]},"243":{"id":243,"text":"The Question object is intended to store questions for the particular Quiz record. API name in Salesforce: CTCPG__QuizQuestion__c Field API Name Type Description Answers CTCPG__Answers__c Long Text Area (32768) It is used to store answers to a quiz question (separated by a comma, without a blank space). Correct Answer CTCPG__CorrectAnswer__c Long Text Area (32768) It is used to store the correct answer to a quiz question. Depends on Answer CTCPG__DependsOnAnswer__c Text(255) It is used to store the answer to the question in the CTCPG__DependsOnQuestion__c field. Depends on Question CTCPG__DependsOnQuestion__c Lookup(Question) It is used to store the specific question based on the answer to which the next question will be displayed in a quiz. Description CTCPG__Description__c Long Text Area (32768) Specify information about the quiz question. Is Quiz Question Required CTCPG__IsRequired__c Checkbox If selected, the quiz question is required to answer. Order CTCPG__Order__c Number(18,0) The question order in a quiz. Question CTCPG__Question__c Long Text Area (32768) The question text. Quiz CTCPG__QuizId__c Master-Detail(Quiz) The parent Quiz record. Sub Order CTCPG__SubOrder__c Number(18,0) It is an order of the question that is included in the branch that starts based on a question in the CTCPG__DependsOnQuestion__c field and the answer to this question in the CTCPG__DependsOnAnswer__c field. Type CTCPG__Type__c Picklist The question type. Available values: text number picklist multipicklist","title":"Question Field Reference","component":"ctcpg","version":"","name":"question-field-reference","url":"/ctcpg/admin-guide/quizzes-management/ref-guide/question-field-reference.html","titles":[]},"244":{"id":244,"text":"The Quiz Answer object is intended to store the partaker’s answers to the Quiz questions. API name in Salesforce: CTCPG__QuizAnswer__c Field API Name Type Description Answer CTCPG__Answer__c Text (255) It is used to store the partaker’s answer to a quiz question. Correct Answer CTCPG__IsCorrectAnswer__c Checkbox If selected, the partaker’s answer is correct. Mobile ID CTCPG__MobileId__c Text(255) In case of integration with the CT Mobile app. If filled out, the quiz was passed on the mobile device. The Mobile ID is a unique identifier to identify the record that was created or edited in the CT Mobile app. Quiz CTCPG__QuizId__c Lookup(Quiz) The linked Quiz record. Quiz Completion CTCPG__QuizCompletionId__c Master-Detail(Quiz Completion) The parent Quiz Completion record. Quiz Question CTCPG__QuizQuestionId__c Lookup(Question) The linked Question record to which the answer was given.","title":"Quiz Answer Field Reference","component":"ctcpg","version":"","name":"quiz-answer-field-reference","url":"/ctcpg/admin-guide/quizzes-management/ref-guide/quiz-answer-field-reference.html","titles":[]},"245":{"id":245,"text":"The Quiz Completion object is intended to store the completed questionnaire linked to the corresponding Quiz Partaker record. API name in Salesforce: CTCPG__QuizCompletion__c Field API Name Type Description Activity CTCPG__ActivityId__c Lookup(Activity) The related CT CPG Activity record if the questionnaire has the External record type and was completed by a customer during a visit. Attempts CTCPG__AttemptCount__c Number(18,0) The number of the partaker’s attempts to complete a quiz. Completed CTCPG__IsCompleted__c Checkbox If selected, the quiz is complete. Completion Time CTCPG__ComletionTime__c Number(18,0) Total time spent completing the quiz. Correct Answer CTCPG__correctAnswerPercent__c Percent(18,0) The percent of the correct answers. Description CTCPG__Description__c Long Text Area (32768) Specify information about the quiz completion. IsUserEndedQuiz CTCPG__IsUserEndedQuiz__c Checkbox If selected, the quiz is complete or interrupted by a quiz partaker. Mobile Id CTCPG__MobileId__c Text(255) In case of integration with the CT Mobile app. If filled out, the quiz was passed on the mobile device. The Mobile ID is a unique identifier to identify the record that was created or edited in the CT Mobile app. Quiz CTCPG__QuizId__c Master-Detail(Quiz) The parent Quiz record. Quiz Partaker CTCPG__QuizPartaker__c Lookup(Quiz Partaker) The related Quiz Partaker record. Start Date CTCPG__StartDate__c Date/Time The date and time when the partaker starts the quiz. User CTCPG__UserId__c Lookup(User) The related User record.","title":"Quiz Completion Field Reference","component":"ctcpg","version":"","name":"quiz-completion-field-reference","url":"/ctcpg/admin-guide/quizzes-management/ref-guide/quiz-completion-field-reference.html","titles":[]},"246":{"id":246,"text":"The Quiz object is intended to store the created questionnaires. API name in Salesforce: CTCPG__Quiz__c Field API Name Type Description Active CTCPG__Active__c Checkbox If selected, the record is active and applied in business logic. Anonymous Quiz CTCPG__AnonymousQuiz__c Checkbox If selected, the quiz can be passed anonymously. Correct Answer Percent CTCPG__CompletionPercentage__c Percent(2,2) It is used to set the minimum percentage of the partaker’s correct answers to consider the quiz as passed. Countdown Timer CTCPG__IsCountdownTimerEnabled__c Checkbox If selected, the countdown timer will be displayed on the Quiz page. Description CTCPG__Description__c Long Text Area (32768) Specify information about the quiz. End Date CTCPG__EndDate__c Date The last day when the quiz can be taken. Is Quiz Required CTCPG__IsRequired__c Checkbox If selected, the assigned partaker should take the quiz. Is Write Answers On Exit CTCPG__IsWriteAnswersOnExit__c Checkbox If selected, the answers will be shown at the end of the quiz. Notification Period CTCPG__NotificationPeriod__c Picklist The period to remind a user about the quiz. The available values: Daily Weekly Monthly Notify Users CTCPG__IsUserInformerEnabled__c Checkbox If selected, the user will be informed to take the open quiz during the period specified in the CTCPG__NotificationPeriod__c field. Record Type RecordTypeId Record Type Available values: Internal External Show Correct Answers CTCPG__IsCorrectAnswersEnabled__c Checkbox If selected, the right answers will be shown or highlighted if the CTCPG__IsWriteAnswersOnExit__c field is selected. Show Results CTCPG__IsResultsEnabled__c Checkbox If selected, the partaker sees if they passed the quiz at the end of it. Start Date CTCPG__StartDate__c Date The first day when the quiz can be taken. Stop Timer on app exit CTCPG__IsTimeStopsOnExit__c Checkbox Offline mode in case of integration with the CT Mobile app. If selected, the timer will be stopped when a user closes the CT Mobile app or switches to another app. Strict Mode CTCPG__IsStrictMode__c Checkbox If selected, a user should send the answer to each question. Time Limit (Minutes) CTCPG__TimeLimit__c Number(18,0) The period when a user should complete the started quiz.","title":"Quiz Field Reference","component":"ctcpg","version":"","name":"quiz-field-reference","url":"/ctcpg/admin-guide/quizzes-management/ref-guide/quiz-field-reference.html","titles":[]},"247":{"id":247,"text":"The Quiz Partaker object is intended to link the user who passes the quiz with the Quiz and Quiz Completion record. API name in Salesforce: CTCPG__QuizPartaker__c Field API Name Type Description Already Passed Count CTCPG__AlreadyPassedCount__c Number(18,0) The number of the completed questions if a partaker has several attempts. Description CTCPG__Description__c Long Text Area (32768) Specify information about the quiz partaker. Possible Number of Passes CTCPG__PossibleNumberofPasses__c Number(18,0) The allowed number of quiz attempts. Is Quiz Required CTCPG__IsRequired__c Checkbox If selected, the quiz is required to take. Quiz CTCPG__QuizId__c Master-Detail(Quiz) The parent Quiz record. User Id CTCPG__UserId__c Lookup(User) The related User record.","title":"Quiz Partaker Field Reference","component":"ctcpg","version":"","name":"quiz-partaker-field-reference","url":"/ctcpg/admin-guide/quizzes-management/ref-guide/quiz-partaker-field-reference.html","titles":[]},"248":{"id":248,"text":"You can configure your custom business logic without configuring the targeting and marketing cycles process. In this section: Get familiar with the default Targeting settings, such as records of Division Target Frequency Settings and Target Frequency Settings. Learn about the Marketing Detail Tracking object and the preconfigured Marketing Cycle record. Read field description for the Marketing Detail Tracking, Marketing Cycle, and Target Frequency objects. Configure targeting based on a marketing cycle according to your business needs. By default, the Alpha and Beta records of the Division Target Frequency Settings are created. These divisions are specified in the default Global record of the Application Settings. Alpha Beta You can create new divisions and specify them in the Default Target Frequency Settings records. The Target Frequency Settings records are not in use. There is an active Sample Marketing Cycle record for the Alpha division. The pre-configured records of the Marketing Detail Tracking object are created for Alpha division categories. CT CPG Activities with the Visit record type will be automatically linked to the Sample Marketing Cycle record. Create a new Marketing Cycle record with the appropriate parameters and enable the required activity linking. For the Marketing Detail Tracking object, there are a few pre-configured record types. For the Category field on the Marketing Detail Tracking object, the following values are created according to the Alpha and Beta division categories. By default, the following record types are available. Call Rate Company Product Tracking Competitor Product Tracking POS Material Special Tracking The Call Rate record type is intended to set up the number of planned activities per each required division category of the target Account or Contact record. The Target Frequency record, which is automatically created to the target Account or Contact record, inherit the values from the Planned Calls, Category, and Marketing Cycle fields of the Call Rate record, if: the Call Rate record is active; the Call Rate record is assigned for the same division category that is specified for the Account or Contact record. While creating the Marketing Detail Tracking record: The related Marketing Cycle record is already set. Set Active to activate the Call Rate record. In the Type field, select the related object. In the Category field, select the required division category. In the Planned Calls field, enter the number of planned activities. The Company Product Tracking record type is intended to track the required products or assortments of your company within the Activity record with the Visit record type of the target Account or Contact record. For example, you can track products and assortments quantities and actual presence at customers. Customize the Activity Report page to view the tracking company products for the Activity record. While creating the Marketing Detail Tracking record: The related Marketing Cycle record is already set. Set Active to activate the Company Product Tracking record. In the Type field, select the related object. In the Category field, select the required division category. Specify the tracking Product or Assortment. Specify the Sort Order and, optionally, add a description. The Competitor Product Tracking record type is intended to track the required products or assortments of other companies (competitors) within the Activity record with the Visit record type of the target Account or Contact record. Customize the Activity Report page to view the tracking competitor products for the Activity record. While creating the Marketing Detail Tracking record: The related Marketing Cycle record is already set. Set Active to activate the Competitor Product Tracking record. In the Type field, select the related object. In the Category field, select the required division category. Specify the tracking Product or Assortment. Specify the Sort Order and, optionally, add a description. The POS Material record type is intended to track marketing materials distributed during the Activity record with the Visit record type of the target Account or Contact record. Customize the Activity Report page to view the tracking POS Materials for the Activity record. While creating the Marketing Detail Tracking record: The related Marketing Cycle record is already set. Set Active to activate the POS Material record. In the Type field, select the related object. In the Category field, select the required division category. Specify the tracking Product or Assortment. Specify the Sort Order and, optionally, add a description. The Special Tracking record type is intended to track tasks and objectives within the Activity record with the Visit record type of the target Account or Contact record. You can specify a question on the Special Tracking tab of the Activity Report page by creating a few Marketing Detail Tracking records of the Special Tracking record type. Customize the Activity Report page to view the special tracking for the Activity record. While creating the Marketing Detail Tracking record: The related Marketing Cycle record is already set. Set Active to activate the Special Tracking record. In the Type field, select the related object. In the Category field, select the required division category. Specify the Parameter Name. Select Answer Type. The available values: text, boolean (yes/no answers), number, currency. Specify the Sort Order and, optionally, add a description.","title":"Reference Guide","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/targeting-and-marketing-cycles-management/ref-guide/index.html","titles":[{"text":"Division Target Frequency Settings","hash":"h2_1971775911","id":1},{"text":"Target Frequency Settings","hash":"h2_890863050","id":2},{"text":"Marketing Cycle","hash":"h2_1482834092","id":3},{"text":"Marketing Detail Tracking","hash":"h2_252001192","id":4},{"text":"Marketing Detail Tracking Record Types","hash":"h2_83089996","id":5},{"text":"Call Rate","hash":"h3_2015528788","id":6},{"text":"Company Product Tracking","hash":"h3_2122917811","id":7},{"text":"Competitor Product Tracking","hash":"h3_669576096","id":8},{"text":"POS Material","hash":"h3_2056569094","id":9},{"text":"Special Tracking","hash":"h3_843668850","id":10}]},"249":{"id":249,"text":"The Marketing Cycle object is intended to store the parameters of the marketing cycle records. API name in Salesforce: CTCPG__MarketingCycle__c Field API Name Type Description Active CTCPG__IsActive__c Checkbox If selected, the Marketing Cycle record is active. Description CTCPG__Description__c Long Text Area(32768) If needed, specify the description. End Date CTCPG__EndDate__c Date Specify the end date of the marketing cycle. The Marketing Cycle period should be within the value of the CTCPG__MaxPlanningDays__c field of the Application Settings record. Link Visit 1:1 CTCPG__LinkVisit__c Checkbox If selected, the related Activity records with the Visit record type will be linked to the Marketing Cycle record. The CTCPG__AllowLinkSegmentation__c on the Application Settings record should be checked. You can specify another activity linking. Start Date CTCPG__StartDate__c Date Specify the start date of the marketing cycle. Status CTCPG__Status__c Picklist Specify the current status of the Marketing Cycle record. Available values: Planned In Progress Finished Canceled You can specify the behavior of the system for the related status on the record of Application Settings. User Division CTCPG__UserDivision__c Formula(Text) The assigned division on the Marketing Cycle record.","title":"Marketing Cycle Field Reference","component":"ctcpg","version":"","name":"marketing-cycle-field-reference","url":"/ctcpg/admin-guide/targeting-and-marketing-cycles-management/ref-guide/marketing-cycle-field-reference.html","titles":[]},"250":{"id":250,"text":"The Marketing Detail Tracking object is intended to store the KPI related to a particular marketing cycle with different parameters and attributes given the record type. Available record types: Call Rate Company Product Tracking Competitor Product Tracking POS Material Special Tracking API name in Salesforce: CTCPG__MarketingDetailTracking__c Field API Name Type Description Active CTCPG__IsActive__c Checkbox If selected, the Marketing Detail Tracking record is active. Answer Type CTCPG__AnswerType__c Picklist For the Special Tracking record type, specify the type of the answer for the question in the CTCPG__ParameterName__c field. Assortment CTCPG__AssortmentId__c Lookup(Assortment) If specified, the ID of the selected Assortment record. You cannot simultaneously relate the Marketing Detail Tracking record to the Assortment and Product records. Category CTCPG__Category__c Picklist The available category of the related Account or Contact division. Description CTCPG__Description__c Long Text Area(32768) If needed, specify the description. Marketing Cycle CTCPG__MarketingCycleId__c Lookup(Marketing Cycle) The ID of the related Marketing Cycle record. Parameter Name CTCPG__ParameterName__c Text Area(255) For the Special Tracking record type, specify the question. Planned Calls CTCPG__PlannedCalls__c Number(18,0) A number of the planned activities that will be inherited by the Target Frequency for the target Account or Contact record. Product CTCPG__ProductId__c Lookup(CT Product) If specified, the ID of the selected CT Product record. You cannot simultaneously relate the Marketing Detail Tracking record to the Assortment and Product records. Sort Order CTCPG__SortOrder__c Number(18,0) The order number of the record. Type CTCPG__Type__c Formula(Text) The assigned object type on the Marketing Cycle record.","title":"Marketing Detail Tracking Field Reference","component":"ctcpg","version":"","name":"marketing-detail-tracking-field-reference","url":"/ctcpg/admin-guide/targeting-and-marketing-cycles-management/ref-guide/marketing-detail-tracking-field-reference.html","titles":[]},"251":{"id":251,"text":"The Target Frequency object is intended to store the number of planned and actual activities for the Account or Contact record. API name in Salesforce: CTCPG__TargetFrequency__c Field API Name Type Description Account CTCPG__AccountId__c Lookup(Account) The related Account record. Active CTCPG__IsActive__c Checkbox If selected, the Target Frequency record is active. Actual Calls CTCPG__ActualCalls__c Number(18,0) The number of finished activities of the Account or Contact record. Category CTCPG__Category__c Text(255) The category of the related Account or Contact record. Contact CTCPG__ContactId__c Lookup(Contact) The related Contact record. Deactivation Date / Time CTCPG__DeactivationDateTime__c Date/Time The date when the Target Frequency record will be deactivated and the value in the CTCPG__IsActive__c field will be False. Description CTCPG__Description__c Long Text Area(32768) If needed, specify the description. Last Call Date CTCPG__LastCallDate__c Date Specify the last date when the user can create Activity of the current Target Frequency record. Marketing Cycle CTCPG__MarketingCycleId__c Lookup(Marketing Cycle) The related Marketing Cycle record. Marketing Detail Tracking CTCPG__MarketingDetailTrackingId__c Lookup(Marketing Detail Tracking) The related Marketing Detail Tracking record. Owner CTCPG__OwnerId__c Lookup(User) The related User record. Planned Calls CTCPG__PlannedCalls__c Number(18,0) The number of planned activities of the Account or Contact record. Unique User Number CTCPG__UniqUserNumber__c Formula(Text) The unique number of the User record. User Division CTCPG__UserDivision__c Formula(Text) The assigned division on the User record.","title":"Target Frequency Field Reference","component":"ctcpg","version":"","name":"target-frequency-field-reference","url":"/ctcpg/admin-guide/targeting-and-marketing-cycles-management/ref-guide/target-frequency-field-reference.html","titles":[]},"252":{"id":252,"text":"AccountAssortmentProcess is intended to support Assortmets logic. API name in Salesforce: AccountAssortment Context Method Codename Description after insert managePrimary() managePr Verify that the Account record has no more than one related Assortment record with the selected CTCPG__IsPrimary__c checkbox concurrently. after update managePrimary() managePr Verify that the Account record has no more than one related Assortment record with the selected CTCPG__IsPrimary__c checkbox concurrently. before insert Reserved. before update Reserved.","title":"AccountAssortmentProcess","component":"ctcpg","version":"","name":"account-assortment-process","url":"/ctcpg/admin-guide/triggers-management/triggers/account-assortment-process.html","titles":[]},"253":{"id":253,"text":"AccountProcess is intended to display the Account hierarchy on the Calendar tab and manage target Account records. API name in Salesforce: AccountProcess Context Method Codename Description after insert[ai] manageHierarchy() manageHr Analyze if the Account record has child Account records and, if so, update the CTCPG__HasChildAccounts__c field on this Account record. after update[au] manageTargetFrequency() manageTF In case of changes in the Division Target Frequency Settings record for the User division: create a new Target Frequency record related to the specific Account record for the current user; if the Target Frequency record already exists, this record will be deactivated and its CTCPG__DeactivationDateTime__c field will be populated with the deactivation date; update the CTCPG__TargetUserIds__c field on this Account record. manageHierarchy() managehR Analyze if the Account record has child Account records and, if so, update the CTCPG__HasChildAccounts__c field on this Account record. before insert[bi] Reserved. before update[bu] Reserved.","title":"AccountProcess","component":"ctcpg","version":"","name":"account-process","url":"/ctcpg/admin-guide/triggers-management/triggers/account-process.html","titles":[]},"254":{"id":254,"text":"ActivityProcess is intended to manage custom CT CPG Activity records, as well as standard Event and Task records in case of using the Activity Sync functionality, according to the specified business logic. API name in Salesforce: ActivityProcess Context Method Codename Description after insert[ai] createRelatedData() createRD For the CT CPG Activity record, create the Activity Data records based on: the Marketing Detail Tracking records of the related Marketing Cycle record; the value in the CTCPG__CreateRelatedActivityDataRecords__c checkbox of the Application Settings record. calculateFinishedActivity() calcFA Count the completed CT CPG Activities and fill in the CTCPG__ActialCalls__c field on the relayed Target Frequency record. storeObjectives() storeObj Copy the value from the CTCPG__NextCallObjective__c field of the CT CPG Activity record to the Objective record of the linked Account or Contact record. manageActivityShares() manageAS For the User record whose ID is specified in the CTCPG__UserId__c field of the CT CPG Activity record with the Joint Visit record type, grant access to this CT CPG Activity record based on the value in the CTCPG__IsJointActivityShareEnabled__c field of the Application Settings record. createRelatedActivities() createRA Create the related Event or Task record according to the parent CT CPG Activity record and the Activity Sync setting. after update[au] createRelatedData() createRD For the CT CPG Activity record, update the Activity Data records based on: changing of the related Account and Contact record; the Marketing Detail Tracking records of the related Marketing Cycle record; the value in the CTCPG__CreateRelatedActivityDataRecords__c checkbox of the Application Settings record. recalculateActivityActualCalls() calcActAC Recalculate the number of completed CT CPG Activities for the related Target Frequency record based on if the CTCPG__IsDone__c checkbox of the CT CPG Activity record is selected. storeObjectives() storeObj Update the Objective record of the linked Account or Contact record if the value from the CTCPG__NextCallObjective__c field of the CT CPG Activity record is changed. manageActivityShares() manageAS Update the access to the CT CPG Activity record with the Joint Visit record type if the User Id is changed in the CTCPG__UserId__c field of this CT CPG Activity record and based on the value in the CTCPG__IsJointActivityShareEnabled__c field of the Application Settings record. transferNextDateToChildrenVisit() transferNextDates Update the CT CPG Activity records that are created based on the parent CT CPG Activity record if the value in the CTCPG__NextCallDate__c field value is changed. modifyRelatedActivities() modifyRelatedAct Update the related Event or Task record in case of changing a value in the CTCPG__StartDate__c and/or CTCPG__EndDate__c field of the parent CT CPG Activity record and based on the Activity Sync setting. after delete[ad] recalculateActivityActualCallsAfterDelete() calcActAC Recalculate the value in the CTCPG__ActialCalls__c field on the related Target Frequency record if the counted CT CPG Activity records were deleted. before insert[bi] fillAccountAndContactFromReference() fillAAC fillObjectives() fillObj Copy the active Objective record related to the Account and/or Contact record to the CTCPG__Objective__c field of the linked CT CPG Activity record. fillMarketingCycle() fillCycle Link the CT CPG Activity record to the active Marketing Cycle record based on the User division and the Marketing Cycle Linking Settings record. fillTargetFrequency() fillTF Link to the Target Frequency record. before update[bu] fillObjectives() fillObj Copy the active Objective record related to the Account and/or Contact record to the CTCPG__Objective__c field of the linked CT CPG Activity record in case of changing the Account and/or Contact record. fillMarketingCycle() fillCycle Link the CT CPG Activity record to the active Marketing Cycle record based on changing a value in the CTCPG__StartDate__c field of the CT CPG Activity record in the User division and the Marketing Cycle Linking Settings record. fillTargetFrequency() fillTF Link the Target Frequency record if the Account and/or Contact record is changed and based on the value in the CTCPG__StartDate__c field of the CT CPG Activity record. before delete[bd] fillRelatedActivitiesIds() fillRA Delete related Event and Task records if the CT CPG Activity is deleted.","title":"ActivityProcess","component":"ctcpg","version":"","name":"activity-process","url":"/ctcpg/admin-guide/triggers-management/triggers/activity-process.html","titles":[]},"255":{"id":255,"text":"ContactProcess is intended to manage target Contact records. API name in Salesforce: ContactProcess Context Method Codename Description after insert[ai] Reserved. after update[ai] manageTargetFrequency() manageTF In case of changes in the Division Target Frequency Settings record for the User division: create a new Target Frequency record related to the specific Contact record for the current user; if the Target Frequency record already exists, this record will be deactivated and its CTCPG__DeactivationDateTime__c field will be populated with the deactivation date; update the CTCPG__TargetUserIds__c field on this Contact record.","title":"ContactProcess","component":"ctcpg","version":"","name":"contact-process","url":"/ctcpg/admin-guide/triggers-management/triggers/contact-process.html","titles":[]},"256":{"id":256,"text":"The following Apex classes are used to create a record of the custom CT CPG Activity object and a related record of the custom CT CPG Activity Data object: ActivityProcessHandler GlobalActivityService The Apex classes are invoked by the following Apex trigger: ActivityProcess Before implementing, the system checks that the ActivityProcess trigger has a corresponding record in Trigger Settings. A trigger is invoked by operations on recurring events. The following trigger methods of the ActivityProcessHandler class are implemented: You can restrict one or more trigger events to not invoke the trigger methods. ActivityProcessHandler Method Execution onBeforeInsert Create a CT CPG Activity record linked to the Contact and/or Account records; Assign the related Marketing Cycle record; Link the corresponding Target Frequency record; Fill in Objectives if specified. onBeforeUpdate For the CT CPG Activity record: Assign the related Marketing Cycle record; Link the corresponding Target Frequency record; Fill in Objectives if specified. onBeforeDelete Search and delete the standard Event and Task records that are related to deleted CT CPG Activity records. onAfterInsert Create the corresponding CT CPG Activity Data record for the CT CPG Activity record; Calculate finished activities and fill in the Actual Calls field of the related Target Frequency record; Add Objectives if specified; Grant access to the Joint Visit Report for relevant users if specified; Create the Event or Task records in case Activity Sync is configured. onAfterUpdate Update the corresponding CT CPG Activity Data record for the CT CPG Activity record; Recalculate finished activities and fill in the Actual Calls field of the related Target Frequency record; Create the related CT CPG Activity records in case of the Next Call functionality is configured. Grant access to the Joint Visit Report for relevant users if specified. onAfterDelete When the CT CPG Activity records are removed, recalculate the finished activities in the Actual Calls field of the corresponding Target Frequency record.","title":"Creating the CT CPG Activity and CT CPG Activity Data Records","component":"ctcpg","version":"","name":"creating-the-ct-cpg-activity-and-ct-cpg-activity-data-records","url":"/ctcpg/admin-guide/triggers-management/triggers/creating-the-ct-cpg-activity-and-ct-cpg-activity-data-records.html","titles":[{"text":"The ActivityProcessHandler Class","hash":"h2_135632021","id":1}]},"257":{"id":257,"text":"The EventProcess trigger is responsible for the CT CPG Activity records management if there is an active Activity Sync setting with an Event object. API name in Salesforce: EventProcess Context Method Codename Description after insert afterInsert ai Create a CT CPG Activity record according to the parent Event record and the Activity Sync setting. Fields to update: CTCPG__AccountId__c CTCPG__ContactId__c OwnerId CTCPG__StartDate__c CTCPG__EndDate__c fields specified in the CTCPG__FieldValues__c after update afterUpdate au Update a CT CPG Activity record after changing the value in the CTCPG__ActivityDte__c field of the parent Event record. Fields to update: CTCPG__AccountId__c CTCPG__ContactId__c OwnerId CTCPG__StartDate__c CTCPG__EndDate__c fields specified in the CTCPG__FieldValues__c after delete Reserved. before insert beforeInsert bi Compile the list of CT CPG Activity fields before record inserting. before update Reserved. before delete beforeDelete bd Delete the related records of the Activity Sync functionality.","title":"EventProcess","component":"ctcpg","version":"","name":"event-process","url":"/ctcpg/admin-guide/triggers-management/triggers/event-process.html","titles":[]},"258":{"id":258,"text":"The GroupMemberProcess trigger is responsible for removing duplicate CPG Group Member records that were manually added. API name in Salesforce: GroupMemberProcess Context Method Codename Description before insert deduplicateManualGroupMembers() bi In case of the CPG Group Member record is being manually created to the CPG Group with the same record existed, it generates an error to not create a duplicate record. after undelete deduplicateManualGroupMembers() aud In case of the CPG Group Member record is being restored from Recycle Bin to the CPG Group with the same record existed, an error occurs to not create a duplicate record.","title":"GroupMemberProcess","component":"ctcpg","version":"","name":"group-member-process","url":"/ctcpg/admin-guide/triggers-management/triggers/group-member-process.html","titles":[]},"259":{"id":259,"text":"The info in this section is not complete. We are working on updating the information. In this section: get familiar with trigger events that invoke trigger methods to execute; learn the process of the custom CT CPG Activity and CT CPG Activity Data creation; have a look at triggers that are intended to process CT CPG logic. Configure triggers and available trigger events if needed. See also: AccountAssortmentProcess AccountProcess ActivityProcess ContactProcess EventProcess GroupMemberProcess MarketingCycleProcess ProductProcess QuizProcess TargetFrequencyProcess TaskProcess UserProcess","title":"Triggers","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/triggers-management/triggers/index.html","titles":[]},"260":{"id":260,"text":"The MarketingCycleProcess trigger is intended to mass deactivate Target Frequency records if a Marketing Cycle record is no more active. API name in Salesforce: MarketingCycleProcess Context Method Codename Description after update deactivateTargetFrequency() deactivateTF Deactivate all Target Frequency records after the related Marketing Cycle record deactivation. The used Apex class: Batch_MarketingCycleProcessor.","title":"MarketingCycleProcess","component":"ctcpg","version":"","name":"marketing-cycle-process","url":"/ctcpg/admin-guide/triggers-management/triggers/marketing-cycle-process.html","titles":[]},"261":{"id":261,"text":"The ProductProcess trigger is responsible for recalculating CPG Groups of CT Products. API name: ProductProcess Context Method Codename Description after insert[au] calculateGroupMembers() gm Verify that the created record of the CTCPG__Product__с object is matched the conditions of the existing CPG Group records. If found, a CPG Group Member record is created for this particular record and the corresponding CPG Group. after update[au] calculateGroupMembers() gm Verify that the updated record of the CTCPG__Product__с object is matched the conditions of the existing CPG Group records. If found, a CPG Group Member record is created for this particular record and the corresponding CPG Group. after undelete [aud] calculateGroupMembers() gm Verify that the restored record of the CTCPG__Product__с object is matched the conditions of the existing CPG Group records. If found, a CPG Group Member record is created for this particular record and the corresponding CPG Group. before delete[bd] deleteteGroupMembers() gm Search and delete the CPG Group Members records of CTCPG__Product__с object that are being deleted.","title":"ProductProcess","component":"ctcpg","version":"","name":"product-process","url":"/ctcpg/admin-guide/triggers-management/triggers/product-process.html","titles":[]},"262":{"id":262,"text":"QuizProcess trigger is intended to manage object records that take part in Quiz Management. The trigger updates records without specifying any additional logic. API name in Salesforce: QuizProcess Context Method Codename Description after insert ai For the Quiz record, create the related Quiz Answer, Quiz Completion, Quiz Partaker, Quiz Question records. after update au For the Quiz record, update Quiz Answer, Quiz Completion, Quiz Partaker, Quiz Question records.","title":"QuizProcess","component":"ctcpg","version":"","name":"quiz-process","url":"/ctcpg/admin-guide/triggers-management/triggers/quiz-process.html","titles":[]},"263":{"id":263,"text":"TargetFrequencyProcess is intended to manage Target Frequency records. API name in Salesforce: TargetFrequencyProcess Context Method Codename Description after insert[ai] concatenateUsersOnTarget() conTarget If the CTCPG__EnableAdvancedTFLogic__c checkbox enabled on the Application Settings record, the fields with division values will be updated on the related Account and Contact records. cloneTargetFrequencyBySegment() cloneTF If there is a Marketing Cycle record that has no Target Frequency record which met the following conditions: the Target Frequency record is related to an Account and/or Contact record; the Target Frequency record is related to a User record; the division value in the CTCPG__UserDivision__c field of the Target Frequency record is the same as for the related User record. Create the cloned Target Frequency record linked to the Marketing Cycle record. after update[au] concatenateUsersOnTarget() conTarget If the CTCPG__EnableAdvancedTFLogic__c checkbox enabled on the Application Settings record, the fields with division values will be updated on the related Account and Contact records. after undelete[aud] concatenateUsersOnTarget() conTarget If the CTCPG__EnableAdvancedTFLogic__c checkbox enabled on the Application Settings record, the fields with division values will be updated on the related Account and Contact records. before insert[bi] fillOwnerField() fillOwner On the Target Frequency record, update the CTCPG__OwnerId__c field if the owner of the record is changed. fillDetailsField() fillDetails Define the active Marketing Cycle record to link the Target Frequency record. Based on the found Marketing Cycle record and the division category of the Account and Contact records, define the related Marketing Detail Tracking record with the Call Rate record type to link the Target Frequency record. Based on the value in the found Marketing Detail Tracking record, update the CTCPG__PlannedCalls__c field on the linked Target Frequency record. before update[bd] fillOwnerField() fillOwner On the Target Frequency record, update the CTCPG__OwnerId__c field if the owner of the record is changed. before delete[bd] concatenateUsersOnTarget() conTarget If the CTCPG__EnableAdvancedTFLogic__c checkbox enabled on the Application Settings record, the fields with division values will be updated on the related Account and Contact records.","title":"TargetFrequencyProcess","component":"ctcpg","version":"","name":"target-frequency-process","url":"/ctcpg/admin-guide/triggers-management/triggers/target-frequency-process.html","titles":[]},"264":{"id":264,"text":"The TaskProcess trigger is responsible for the CT CPG Activity records management if there is an active Activity Sync setting with a Task object. API name in Salesforce: TaskProcess Context Method Codename Description after insert afterInsert ai Create a CT CPG Activity record according to the parent Task _record and the _Activity Sync setting. Fields to update: CTCPG__AccountId__c CTCPG__ContactId__c OwnerId CTCPG__StartDate__c CTCPG__EndDate__c fields specified in the CTCPG__FieldValues__c after update afterUpdate au Update a CT CPG Activity record after changing the value in the CTCPG__ActivityDte__c field of the parent Event record. Fields to update: CTCPG__AccountId__c CTCPG__ContactId__c OwnerId CTCPG__StartDate__c CTCPG__EndDate__c fields specified in the CTCPG__FieldValues__c after delete Reserved. before insert Reserved. before update Reserved. before delete beforeDelete bd Delete the related records of the Activity Sync functionality.","title":"TaskProcess","component":"ctcpg","version":"","name":"task-process","url":"/ctcpg/admin-guide/triggers-management/triggers/task-process.html","titles":[]},"265":{"id":265,"text":"Each CT CPG trigger has trigger contexts that are invoked by insert, delete, or update events. It is possible to restrict the trigger context by specifying the bypass logic. Trigger Context Codename Description after insert ai Operates after the changes of the insert operation are saved. after update au Operates after the changes of the update operation are saved. after delete ad Operates after the changes of the delete operation are saved. after undelete aud Operates after the changes of the undelete operation are saved. before insert bi Operates before the changes of the insert operation are saved. before update bu Operates before the changes of the update operation are saved. before delete bd Operates before the changes of the delete operation are saved.","title":"Trigger Contexts","component":"ctcpg","version":"","name":"trigger-contexts","url":"/ctcpg/admin-guide/triggers-management/triggers/trigger-contexts.html","titles":[]},"266":{"id":266,"text":"The UserProcess trigger is intended to manage User records. API name in Salesforce: UserProcess Context Method Codename Description after insert[ai] setUniqUserNumber() setUUNF Populate the CTCPG__UniqUserNumber__c field on the User record. before update[bd] setUniqUserNumber() setUUN Update the CTCPG__UniqUserNumber__c field on the User record.","title":"UserProcess","component":"ctcpg","version":"","name":"user-process","url":"/ctcpg/admin-guide/triggers-management/triggers/user-process.html","titles":[]},"267":{"id":267,"text":"Calendar tab settings are responsible for the visibility of the CT CPG Calendar tabs. Create a customized calendar tab view for required user roles and profiles. We recommended the following visibility of the tabs: Representative Supervisor / Manager Administrator The representative should have the ability to manage their activities and Activity Reports. Table View Hierarchy View (optional) The supervisors should have the ability to view representatives' activities, train representatives, and estimate their work by using Joint Visit Reports. Table View Hierarchy View (optional) Employees Calendar List Views (optional) The administrator should have the ability to customize Calendar for each user role and creates the list views. Table View Hierarchy View Employees Calendar Settings List Views To create a new calendar tab setting: Go to Setup → Custom Code → Custom Settings. Click Manage next to Calendar Tab Settings. On the next page, click New to create a new record or click Edit to manage the global record for the whole Salesforce organization: Read the description of each parameter here. Specify The Default Tab to open when a user goes to the Calendar tab; Select available tabs to view according to the user role, for example, Hierarchy View Tab and List Views Tab. Click Save. The setup is complete.","title":"Create a New Record of Calendar Tab Settings","component":"ctcpg","version":"","name":"create-a-new-record-of-calendar-tab-settings","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/create-a-new-record-of-calendar-tab-settings.html","titles":[{"text":"Create a Calendar Tab Settings Record","hash":"h2_718662688","id":1}]},"268":{"id":268,"text":"The Calendar functionalities are used to manage CT CPG Activity records. Follow the guidelines to customize the Calendar view according to user division categories. Grant users access to the required CT CPG Calendar’s functionality. Users should have access to the Planning Calendar Settings object. To display Calendar tabs in the non-English language, add the Calendar Locale field to the User object layout and specify the required language. Also, the current user’s language affects Calendar tabs. Specify Calendar tabs for each user type. On the Settings tab, customize the Table View and Hierarchy View tabs and available actions for each user division. Manage list views to filter records on the Table View and Hierarchy View tabs. Get familiar with the CT CPG Activity management on the Table View, Hierarchy View, and Employees Calendar tabs. If the Activity Sync functionality enabled, the associated Task and Event records will be presented as the CT CPG Activity records on the Calendar grid. If specified, a CT CPG Activity record will be open on the corresponding Activity Report page.","title":"Configuring Legacy Calendar","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/index.html","titles":[]},"269":{"id":269,"text":"Table of Contents Planning Joint Visits with a Left-click Planning Joint Visits with a Right-click Planning Joint Visits with a Mass Action Mass Actions: Copy and Move Mass Actions: Delete When the administrator customized the CT CPG Activity display on the Settings tab and created the list views on the List View tab, a representative created a CT CPG Activity record related to the Account or Contact record on the Table View or Hierarchy View tab, a supervisor can create a Joint Visit record to one of their representative’s CT CPG activity on the Employees Calendar tab. Enable the left-click action in the Calendar Settings: Calendar Setup section. To create a Joint Visit: Go to Calendar → Employees Calendar. In the Select user field, select the representative and click Go. Representatives are grouped by user roles. Select the Use employee **timezone checkbox if needed. Left-click on a cell in the Calendar grid next to the representative’s CT CPG Activity record. We recommended to set up a color for another user’s activities. In the open pop-up, select a Joint Visit record type from the picklist and click Select. If customized, fill out fields in the Joint Visit Creation pop-up and click Create. Click Save on the Employees Calendar tab. The Joint Visit is created. According to the Invert click logic checkbox and the specified layout, click/double-click the Joint Visit record to open the Joint Visit details page. According to the Invert click logic checkbox, click/double-click the Joint Visit record to delete it. If enabled, drag-and-drop the Join Visit record on another day. Drag the bottom border of the Joint Visit record to change its duration. Add available record types in the Calendar Settings: Customize Context section. To create a Joint Visit: Go to Calendar → Employees Calendar. Right-click on a cell in the Calendar grid next to the representative’s CT CPG Activity record. We recommended to set up a color for another user’s activities. Click the Joint Visit record type from the actions. We recommended restricting the available record types on the Employees Calendar tab. If customized, fill out fields in the Joint Visit Creation pop-up and click Create. Click Save on the Employees Calendar tab. The Joint Visit is created. According to the Invert click logic checkbox and the specified layout, click/double-click the Joint Visit record to open the CT CPG Activity details page. According to the Invert click logic checkbox, click/double-click the Joint Visit record to delete it. If enabled, drag-and-drop the Joint Visit record on another day. Drag the bottom border of the Joint Visit record to change its duration. Allow mass actions for the user profile in the Calendar Settings: Mass Actions section. To manage Joint Visits using a mass action: Go to Calendar → Hierarchy View. Right-click a cell on the Calendar grid. Click the appropriate mass action from the actions. Copy: to copy activities of the day (where you click the cell) or of the whole week, if enabled. Move: to move activities of the day (where you click the cell) or of the whole week, if enabled. If the Day and Week option enabled, click Day or Week in the pop-up to apply the mass action for CT CPG Activities of a single selected day or of the whole week started from the selected day. In the next pop-up, select a day to copy or move Joint Visits to that day or to the week started from the selected day, and click Copy events/Move events. Click Save on the Employees Calendar tab. Joint Visits are copied or moved. To manage Joint Visits using a mass action: Go to Calendar → Hierarchy View. Right-click a cell on the Calendar grid. Click the Delete action from the actions. If the Day and Week option enabled, click Day or Week in the pop-up to delete Joint Visits of a single selected day or of the whole week started from the selected day. Click Delete events. Click Save on the Employees Calendar tab. Joint Visits are deleted.","title":"Manage Activities on the Employees Calendar Tab","component":"ctcpg","version":"","name":"manage-activities-on-the-employees-calendar-tab","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/manage-activities-on-the-employees-calendar-tab.html","titles":[{"text":"Planning Joint Visits with a Left-click","hash":"h2_2034850802","id":1},{"text":"Planning Joint Visits with a Right-click","hash":"h2_540787025","id":2},{"text":"Planning Joint Visits with a Mass Action","hash":"h2_1144528364","id":3},{"text":"Mass Actions: Copy and Move","hash":"h3_632475968","id":4},{"text":"Mass Actions: Delete","hash":"h3_1934690656","id":5}]},"270":{"id":270,"text":"Table of Contents Planning CT CPG Activities with a Left-click Planning CT CPG Activities with a Right-click Planning CT CPG Activities with a Drag-and-drop Planning CT CPG Activities with a Mass Action Mass Actions: Copy and Move Mass Actions: Delete When the administrator customized the CT CPG Activity display on the Settings tab and created the list views on the List View tab, a representative can create a CT CPG Activity record related to the Account or Contact record on the Hierarchy View tab. Enable the left-click action in the Calendar Settings: Calendar Setup section. To create a CT CPG Activity: Go to Calendar → Hierarchy View. Left-click on a cell in the Calendar grid. In the open pop-up, select a record type from the picklist and click Select. If customized, fill out fields in the CT CPG Activity Creation pop-up and click Create. Click Save on the Hierarchy View tab. The CT CPG Activity is created. According to the Invert click logic checkbox and the specified layout, click/double-click the CT CPG Activity record to open the CT CPG Activity details page. According to the Invert click logic checkbox, click/double-click the CT CPG Activity record to delete it. If enabled, drag-and-drop the CT CPG Activity on another day. Drag the bottom border of the CT CPG Activity record to change its duration. The administrator should add available record types in the Calendar Settings: Customize Context section. To create a CT CPG Activity: Go to Calendar → Hierarchy View. Right-click on a cell in the Calendar grid. Click the appropriate record type from the actions. If customized, fill out fields in the CT CPG Activity Creation pop-up and click Create. Click Save on the Hierarchy View tab. The CT CPG Activity is created. According to the Invert click logic checkbox and the specified layout, click/double-click the CT CPG Activity record to open the CT CPG Activity details page. According to the Invert click logic checkbox, click/double-click the CT CPG Activity record to delete it. If enabled, drag-and-drop the CT CPG Activity on another day. Drag the bottom border of the CT CPG Activity record to change its duration. The administrator should allow a drag-and-drop action for the user profile in the Calendar Settings: Drag & Drop Settings section. To create a CT CPG Activity: Go to Calendar → Hierarchy View. In the View field, select a list view and click Go. Drag-and-drop the appropriate Account or Contact record to the cell in the Calendar grid. Click the Plus button next to Account record to open the list of its Contact records. If customized, fill out fields in the CT CPG Activity Creation pop-up and click Create event. If the Use target frequency option enabled and the representative drag-and-dropped an Account record that has an assigned Target Frequency record, the CT CPG Activities will be created for Contacts of this Account. Click Save on the Hierarchy View tab. The CT CPG Activity is created. According to the Invert click logic checkbox and the specified layout, click/double-click the CT CPG Activity record to open the CT CPG Activity details page. According to the Invert click logic checkbox, click/double-click the CT CPG Activity record to delete it. If enabled, drag-and-drop the CT CPG Activity on another day. Drag the bottom border of the CT CPG Activity record to change its duration. The administrator should allow mass actions for the user profile in the Calendar Settings: Mass Actions section. To manage CT CPG Activity using a mass action: Go to Calendar → Hierarchy View. Right-click a cell on the Calendar grid. Click the appropriate mass action from the actions. Copy: to copy activities of the day (where you click the cell) or of the whole week, if enabled. Move: to move activities of the day (where you click the cell) or of the whole week, if enabled. If the Day and Week option enabled, click Day or Week in the pop-up to apply the mass action for CT CPG Activities of a single selected day or of the whole week started from the selected day. In the next pop-up, select a day to copy or move CT CPG Activities to that day or to the week started from the selected day, and click Copy events/Move events. Click Save on the Hierarchy View tab. CT CPG Activities are copied or moved. To manage CT CPG Activity using a mass action: Go to Calendar → Hierarchy View. Right-click a cell on the Calendar grid. Click the Delete action from the actions. If the Day and Week option enabled, click Day or Week in the pop-up to delete CT CPG Activities of a single selected day or of the whole week started from the selected day. Click Delete events. Click Save on the Hierarchy View tab. CT CPG Activities are deleted.","title":"Manage Activities on the Hierarchy View Tab","component":"ctcpg","version":"","name":"manage-activities-on-the-hierarchy-view-tab","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/manage-activities-on-the-hierarchy-view-tab.html","titles":[{"text":"Planning CT CPG Activities with a Left-click","hash":"h2_1016142066","id":1},{"text":"Planning CT CPG Activities with a Right-click","hash":"h2_481826363","id":2},{"text":"Planning CT CPG Activities with a Drag-and-drop","hash":"h2_726726502","id":3},{"text":"Planning CT CPG Activities with a Mass Action","hash":"h2_1144528364","id":4},{"text":"Mass Actions: Copy and Move","hash":"h3_632475968","id":5},{"text":"Mass Actions: Delete","hash":"h3_1934690656","id":6}]},"271":{"id":271,"text":"Table of Contents Planning CT CPG Activities with a Left-click Planning CT CPG Activities with a Right-click Planning CT CPG Activities with a Drag-and-drop Planning CT CPG Activities with a Mass Action Mass Actions: Copy and Move Mass Actions: Delete When the administrator customized the CT CPG Activity display on the Settings tab and created the list views on the List View tab, a representative can create a CT CPG Activity record related to the Account or Contact record on the Table View tab. Enable the left-click action in the Calendar Settings: Calendar Setup section. To create a CT CPG Activity: Go to Calendar → Table View. Left-click on a cell in the Calendar grid. In the open pop-up, select a record type from the picklist and click Select. If customized, fill out fields in the CT CPG Activity Creation pop-up and click Create. Click Save on the Table View tab. The CT CPG Activity is created. According to the Invert click logic checkbox and the specified layout, click/double-click the CT CPG Activity record to open the CT CPG Activity details page. According to the Invert click logic checkbox, click/double-click the CT CPG Activity record to delete it. If enabled, drag-and-drop the CT CPG Activity on another day. Drag the bottom border of the CT CPG Activity record to change its duration. Add available record types in the Calendar Settings: Customize Context section. To create a CT CPG Activity: Go to Calendar → Table View. Right-click on a cell in the Calendar grid. Click the appropriate record type from the actions. If customized, fill out fields in the CT CPG Activity Creation pop-up and click Create. Click Save on the Table View tab. The CT CPG Activity is created. According to the Invert click logic checkbox and the specified layout, click/double-click the CT CPG Activity record to open the CT CPG Activity details page. According to the Invert click logic checkbox, click/double-click the CT CPG Activity record to delete it. If enabled, drag-and-drop the CT CPG Activity on another day. Drag the bottom border of the CT CPG Activity record to change its duration. Allow a drag-and-drop action for the user profile in the Calendar Settings: Drag & Drop Settings section. To create a CT CPG Activity: Go to Calendar → Table View. In the View field, select a list view and click Go. Drag-and-drop the appropriate Account record to the cell in the Calendar grid. If customized, fill out fields in the CT CPG Activity Creation pop-up and click Create event. Click Save on the Table View tab. The CT CPG Activity is created. According to the Invert click logic checkbox and the specified layout, click/double-click the CT CPG Activity record to open the CT CPG Activity details page. According to the Invert click logic checkbox, click/double-click the CT CPG Activity record to delete it. If enabled, drag-and-drop the CT CPG Activity on another day. Drag the bottom border of the CT CPG Activity record to change its duration. The administrator should allow mass actions for the user profile in the Calendar Settings: Mass Actions section. To manage CT CPG Activity using a mass action: Go to Calendar → Table View. Right-click a cell on the Calendar grid. Click the appropriate mass action from the actions. Copy: to copy activities of the day (where you click the cell) or of the whole week, if enabled. Move: to move activities of the day (where you click the cell) or of the whole week, if enabled. If the Day and Week option enabled, click Day or Week in the pop-up to apply the mass action for CT CPG Activities of a single selected day or of the whole week started from the selected day. In the next pop-up, select a day to copy or move CT CPG Activities to that day or to the week started from the selected day, and click Copy events/Move events. Click Save on the Table View tab. CT CPG Activities are copied or moved. To manage CT CPG Activity using a mass action: Go to Calendar → Table View. Right-click a cell on the Calendar grid. Click the Delete action from the actions. If the Day and Week option enabled, click Day or Week in the pop-up to delete CT CPG Activities of a single selected day or of the whole week started from the selected day. Click Delete events. Click Save on the Table View tab. CT CPG Activities are deleted.","title":"Manage Activities on the Table View Tab","component":"ctcpg","version":"","name":"manage-activities-on-the-table-view-tab","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/manage-activities-on-the-table-view-tab.html","titles":[{"text":"Planning CT CPG Activities with a Left-click","hash":"h2_1016142066","id":1},{"text":"Planning CT CPG Activities with a Right-click","hash":"h2_481826363","id":2},{"text":"Planning CT CPG Activities with a Drag-and-drop","hash":"h2_726726502","id":3},{"text":"Planning CT CPG Activities with a Mass Action","hash":"h2_1144528364","id":4},{"text":"Mass Actions: Copy and Move","hash":"h3_632475968","id":5},{"text":"Mass Actions: Delete","hash":"h3_1934690656","id":6}]},"272":{"id":272,"text":"On the List View tab, manage available list views. Create, edit, or delete list views, specify columns to display, and more. The specified list views will be available on the Table View and Hierarchy View tabs. To create a new list view: Go to the List View tab. Specify in the following order: Available List Views Edit View Columns to Display View Availability Other Settings The setup is complete. In this section, select a list view to customize or create a new list view based on the selected list view. Click Delete this view to remove a list view if needed; Click Reset / Create new view to reset the parameters of the selected list view and create a new one. In this section, specify the object and list view criteria. Select the Account, Contact, or AccountContactRelationship object. Specify up to 5 criteria. Select not equal to and leave the Value field blank to display only records with values in the selected fields. Used on the Table View tab. In this section, specify the columns to display in the list view table. Add and remove columns by the Plus button or a drag-and-drop. Rearrange columns if needed. When a representative selects a list view on the Table View tab, they will see the specified columns in the list view table. In this section, select user roles that have the ability to view and use the selected list view. Add and remove user roles by the Plus button or a drag-and-drop. In this section, enter the list view name and specify the record order. Select a field to order records. Select the ascending or descending order to display records in the list view.","title":"Configure List Views for the Calendar","component":"ctcpg","version":"","name":"manage-list-views-for-the-calendar","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/manage-list-views-for-the-calendar.html","titles":[{"text":"Available List Views","hash":"h2_1247217375","id":1},{"text":"Edit View","hash":"h2_91149515","id":2},{"text":"Columns to Display","hash":"h2_1584195996","id":3},{"text":"View Availability","hash":"h2_1852231214","id":4},{"text":"Other Settings","hash":"h2_1076523567","id":5}]},"273":{"id":273,"text":"In this section, specify the available CT CPG Activity record types when a user right-clicks to create a CT CPG Activity record on the Calendar grid on the Table View, Hierarchy View, and/or Employees Calendar tab. To set up click actions and available CT CPG Activity record types: On the Calendar: Settings tab, in the Customize Context section, select a profile. If you do not have any configured profiles, the Global setting will be displayed in the field and will be applied to all non-configured profiles. Click the Add Context Action button to add a new setting line. Specify the following: In the Action Name field, enter the name for the CT CPG Activity type. For example, you can use labels of the corresponding record type, such as Event or Visit. In the Activity Type field, select the CT CPG Activity record type. Select the Table, Hierarchy, and/or Employee checkbox to have the ability to create a CT CPG Activity record of the selected record type on the selected Table View, Hierarchy View, and/or Employees Calendar tab. Record types added as a context action are available by left-clicking regardless of the selected checkboxes. Set the Disable Left Click checkbox to restrict the creation of the CT CPG Activity by a left-click. Users will then be able to create the CT CPG Activity records only with specific record types and only by a right-click. Click Save. The setup is complete. When a user left-clicks on the Calendar grid of the Calendar tab, all added record types are available to select. When a user right-clicks on the Calendar grid of the specific Calendar tab, only allowed record types are available to select. If the Mass Actions are enabled, the available actions will be displayed too.","title":"Calendar Settings: Customize Context","component":"ctcpg","version":"","name":"calendar-settings-customize-context","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/configure-settings-for-the-calendar/calendar-settings-customize-context.html","titles":[]},"274":{"id":274,"text":"Two sections below are intended to customize CT CPG Activity displaying on the Calendar grid and the corresponding layout for working with the CT CPG Activity details. In this section, select a field with the Picklist data type to differentiate the CT CPG Activity records according to its field value by color. Select the Type or Status field of the CT CPG Activity object: It is possible to change the values of these fields. Create a new field with a Picklist data type to have the ability to differentiate CT CPG Activities based on the values of this field. Specify preferred colors: If the Another user activity color enabled, other users' CT CPG Activities on the Employees Calendar tab will be displayed with the selected color. In this section, customize the corresponding layout for working with records of each CT CPG Activity record type on the Calendar grid. If you specified a new record type for the CT CPG Activity object, it will be available to customize. In the Title field, select a field to use it as a title of a CT CPG Activity record on the Calendar grid. It is possible to use a field with the Formula data type. Specify the Icon URL to display. Images are connected with the help of a link and can be stored either in the Salesforce organization or on third-party resources. Set the default Duration value. In the Open In field, select the layout to open CT CPG Activity details. Configure Activity Reports pages in case of using them instead of Standard Layout pages for working with CT CPG Activities. Check the settings on the Calendar grid:","title":"Calendar Settings: Customize Events","component":"ctcpg","version":"","name":"calendar-settings-customize-events","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/configure-settings-for-the-calendar/calendar-settings-customize-events.html","titles":[{"text":"Customize Events (1)","hash":"h2_1740967952","id":1},{"text":"Customize Events (2)","hash":"h2_1740967955","id":2}]},"275":{"id":275,"text":"In this section, customize the tips with the required details for the record. To add a tip: On the Calendar: Settings tab, in the Tips Customization section, select the tip type. Available for the Account, CT CPG Activity, and Contact/Reference objects. Set the Show tips checkbox to enable the pop-up to display. Add no more than 10 fields per tip. Click Save. The setup is complete. On the Table View, Hierarchy View, and Employees Calendar tabs, hover the cursor over the CT CPG Activity record in the Calendar grid to view the Event tip. On the Hierarchy View tab: Hover the cursor over the Account record in the tree to view the Account tip. Hover the cursor over the Contact or Reference record in the tree to view the Reference tip.","title":"Calendar Settings: Customize Tips","component":"ctcpg","version":"","name":"calendar-settings-customize-tips","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/configure-settings-for-the-calendar/calendar-settings-customize-tips.html","titles":[]},"276":{"id":276,"text":"In this section, select the CT CPG Activity record type that will be used to create a new CT CPG Activity record by a drag-and-drop. Select a profile to whom the drag-and-drop is enabled. If you do not have any configured profiles, the Global setting will be displayed in the field and will be applied to all non-configured profiles. The custom record types are also available to a drag-and-drop. Use the drag-and-drop action on the Table View tab by selecting an Account or Contact record from the list view table. Use the drag-and-drop action on the Hierarchy View tab by selecting an Account or Contact record from the hierarchy tree. Additionally, enable the Use target frequency option.","title":"Calendar Settings: Drag & Drop Settings","component":"ctcpg","version":"","name":"calendar-settings-drag-drop-settings","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/configure-settings-for-the-calendar/calendar-settings-drag-drop-settings.html","titles":[]},"277":{"id":277,"text":"In this section, customize a pop-up that will be displayed after a user selects a record type to create a CT CPG Activity record. To create a pop-up: On the Calendar: Settings tab, in the Event Creation Pop-up Window Setup section, select a record type. Set the Show popup checkbox to enable the pop-up to display. Specify the following: In the Field Value field, select a field. Specify up to 10 fields to display in a pop-up. Set the Required attribute if the field should be filled out in the pop-up. If the representative leaves this field blank, the Create button will be locked. Click Save. The setup is complete. When a representative left-clicks/right-clicks on the Calendar grid and selects the appropriate CT CPG Activity record type, the pop-up will be displayed. The Start Date and End Date fields are displayed by default and cannot be hidden.","title":"Calendar Settings: Event Creation Pop-up Window Setup","component":"ctcpg","version":"","name":"calendar-settings-event-creation-pop-up-window-setup","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/configure-settings-for-the-calendar/calendar-settings-event-creation-pop-up-window-setup.html","titles":[]},"278":{"id":278,"text":"Used on the Hierarchy View tab. In this section, customize the displaying of the records in the hierarchy tree. In the Account block field, select the Account object. In the Calendar reference fields in SFDC field, select the Contact or Reference object. When you select the list view on the Hierarchy view tab, tap the Plus button next to the Account record to view its Contact or Reference records.","title":"Calendar Settings: Hierarchy View Settings","component":"ctcpg","version":"","name":"calendar-settings-hierarchy-view-settings","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/configure-settings-for-the-calendar/calendar-settings-hierarchy-view-settings.html","titles":[]},"279":{"id":279,"text":"In this section, specify useful links for the representative work. It is possible to add up to 10 useful links. To add useful links: On the Calendar: Settings tab, in the Link Setup section, select a record type. Enter the name of a link. Enter the URL of a link. The setup is complete. The Useful links section is displayed in the top right corner on the Table View, Hierarchy View, and/or Employees Calendar tab.","title":"Calendar Settings: Link Setup","component":"ctcpg","version":"","name":"calendar-settings-link-setup","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/configure-settings-for-the-calendar/calendar-settings-link-setup.html","titles":[]},"280":{"id":280,"text":"In this section, specify available mass actions for profiles. Select a profile to whom the drag-and-drop is enabled. If you do not have any configured profiles, the Global setting will be displayed in the field and will be applied to all non-configured profiles. Select the option: None: mass actions are restricted. Day only: copy, move, or delete CT CPG Activity of a day. Day and week: copy, move, or delete CT CPG Activity of a day or a week.","title":"Calendar Settings: Mass Actions","component":"ctcpg","version":"","name":"calendar-settings-mass-actions","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/configure-settings-for-the-calendar/calendar-settings-mass-actions.html","titles":[]},"281":{"id":281,"text":"Used on the Hierarchy View tab. In this section, select the Use target frequency checkbox to automatically create CT CPG Activity records with the Visit record type for target Contacts when creating a CT CPG Activity record for their parent Account. Enable if a representative has the regular appointments for several Contacts of the Account. Also, use it with the customized Mass Action option. CT CPG Activities for contacts will be created at 30-minute intervals with the default Duration. The Target Frequency records should be assigned to the Account and their child Contacts. The Drag & Drop action should be selected for the corresponding CT CPG Activity record type, for example, Visit. If checked, after a representative drag-and-dropped an Account to the Calendar grid, the corresponding CT CPG Activity record is created for each target Contacts of this Account.","title":"Calendar Settings: Target Frequency","component":"ctcpg","version":"","name":"calendar-settings-target-frequency","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/configure-settings-for-the-calendar/calendar-settings-target-frequency.html","titles":[]},"282":{"id":282,"text":"In this section, customize the time frames for the Calendar grid and time format for the CT CPG Activity planning. Select Start of Working Day from 01:00 to 12:00. Select End of Working Day from 13:00 to 00:00. Select an AM/PM or 24-hour format. The Calendar grid is displayed according to the settings:","title":"Calendar Settings: Working Hours","component":"ctcpg","version":"","name":"calendar-settings-working-hours","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/configure-settings-for-the-calendar/calendar-settings-working-hours.html","titles":[]},"283":{"id":283,"text":"The Settings tab is intended to customize appropriate Calendar view and allowed actions based on the User division and User profile. For administrator convenience, all settings are divided into sections. The specified parameters will be stored as records of the Planning Calendar Settings object of the corresponding record type. To customize the Calendar view and allowed actions: Go to the CT CPG Calendar and click the Settings tab. In the User division field, select the required User division. Tap the title to get familiar and customize Calendar parameters in the following sections: Calendar Settings: Mass Actions Calendar Settings: Target Frequency Calendar Settings: Working Hours Calendar Settings: Customize Context Calendar Settings: Customize Events Calendar Settings: Customize Tips Calendar Settings: Drag & Drop Settings Calendar Settings: Event Creation Pop-up Window Setup Calendar Settings: Hierarchy View Settings Calendar Settings: Link Setup Calendar Settings: Calendar Setup Click Save. The setup is complete.","title":"Configure Settings for the Calendar","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/configure-settings-for-the-calendar/index.html","titles":[{"text":"Configure Settings","hash":"h2_168101153","id":1}]},"284":{"id":284,"text":"Table of Contents Create a Custom Dictionary Object Create and Add a .csv File with Custom Holidays to the Dictionary Customize the Use of the Custom Holidays Dictionary If your company has corporate holidays, add the custom Holidays dictionary to mark those days as holidays at the calendar grid. Calendar Settings will affect the custom holidays, for example, if the creation of a CT CPG Activity record on a weekend is enabled, the representative can create a CT CPG Activity record on custom holidays. First, customize your Salesforce organization by adding a new custom object: Go to Setup → Object Manager → click Create and select Custom Object. Specify the required fields and additional parameters. Add the Label and API name, for example, Dictionary__c. Set the Deployed status. If needed, select Track Field History, Enable Reports, and other parameters. Click Save. The setup is complete. Next, add fields for the Dictionary object. Go to Setup → Object Manager → Dictionary → Fields & Relationships → click New. Create a Date field with the Date data type and click Save & New. For example, Date__c. This field is responsible for the calendar dates. Create a Holiday field with the Checkbox data type and click Save & New. For example, Holiday__c. This field indicates whether the calendar date is a holiday. Create a Description field with the Text Area data type and click Save. For example, Description__c. This field is used for comments. The setup is complete. The .csv file should have 365 days entries in the following format: the first cell of the column contains the Date and Holiday fields of the Dictionary object, for example, Date__c, Holiday__c Use the following format for the holiday: YYYY-MM-DD,true Use the following format for the holiday: YYYY-MM-DD,false Use the Data Import Wizard or Workbench to add a .csv file to the custom Dictionary object. To use the custom Holidays dictionary: Go to the CT CPG Calendar and click the Settings tab. In the User division field, select the required User division. In the Calendar Setup section, select the Use calendar day dictionary checkbox. Fill out the open table: In the Calendar Day object cell, add the API name of the custom Dictionary object, for example, Dictionary__c. In the Date field API-name cell, add the API Name of the Date field of the custom Dictionary object, for example, Date__c. In the Holiday Flag field cell, add the API Name of the Holiday field of the custom Dictionary object, for example, Holiday__c. In the Description field cell, add the API Name of the Description field in the custom Dictionary object, for example, Description__c. Click Save. The setup is complete.","title":"Add the Custom Holidays Dictionary","component":"ctcpg","version":"","name":"add-the-custom-holidays-dictionary","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/configure-settings-for-the-calendar/calendar-settings-calendar-setup/add-the-custom-holidays-dictionary.html","titles":[{"text":"Create a Custom Dictionary Object","hash":"h2_1222324904","id":1},{"text":"Create and Add a .csv File with Custom Holidays to the Dictionary","hash":"h2_1902867138","id":2},{"text":"Customize the Use of the Custom Holidays Dictionary","hash":"h2_1760066578","id":3}]},"285":{"id":285,"text":"In this section, manage the appropriate Calendar view, specify mouse click actions, and specify fields of the additional custom object that stores the company’s Holidays calendar. To add the custom Holidays calendar, go to the Add the Custom Holidays Dictionary article. In the Calendar default view field, select the day, week, or month view. Also, to give the representatives the ability to manage activities in the agenda views, select the Enable list calendar checkbox; To add weekends to the Calendar grid, select the Showweekends checkbox. To add the ability to create activities on these days, select the Allow holidays event checkbox; Customize mouse clicks: Disable left-click action. In this case, a user can create a CT CPG Activity record by a right-click on the calendar grid or a drag-and-drop an Account or Contact record. Select the Inverted click logic checkbox to use a single-click for opening the CT CPG Activity record details and a double click for deleting the CT CPG Activity record.","title":"Calendar Settings: Calendar Setup","component":"ctcpg","version":"","name":"index","url":"/ctcpg/admin-guide/calendar-management/legacy-calendar-management/configuring-calendar/configure-settings-for-the-calendar/calendar-settings-calendar-setup/index.html","titles":[]},"286":{"id":286,"text":"","title":"CT Pharma Object Model","component":"ctpharma","version":"","name":"ct-pharma-object-model","url":"/ctpharma/about-ct-pharma-solution/ct-pharma-object-model.html","titles":[]},"287":{"id":287,"text":"Classic Setup → Build → Create → Objects Lightning Setup → Objects and Fields → Object Manager 360 Overview Activities Targeting Coaching Account Contact Objectives Inventories Change Requests References Pharma Activities Pharma Activity Data Planning Calendar Settings Pharma Products Marketing Cycles Marketing Detail Trackings Target Frequencies Marketing Cycle Users Joint Visit Reports Joint Visit Report Templates Skills Skill Marks Classic Setup → Build → Develop → Visualforce Pages Lightning Setup → Custom Code → 360 Overview Activities Targeting Coaching General ChangeRequest ChangeRequestApprove ChangeRequestEdit ChangeRequestTitle ActivityReport Calendar ActivityDataDetails ActivityDataDetailsForLightning AddSelectedToEvent massManageAccountTargets massManageContactTargets MarketingDetailTracking JVReport JVTemplateEditor LabelTranslator Classic Setup → Build → Develop → Custom Settings Lightning Setup → Custom Code → 360 Overview Activities Targeting General Change Request Settings Activity Layout Settings Activity Report Filters Calendar Tab Settings Company Product Tab Settings Competitor Product Tab Settings Event Member Tab Settings Expenses Tab Settings Inventory Tab Settings Next Call Settings POS Material Tab Settings Special Trackings Tab Settings Division Target Frequency Settings Marketing Cycle Linking Settings Application Settings Trigger Settings Classic Setup → Build → Develop → Custom Settings → Calendar Tab Settings → Manage Lightning Setup → Custom Code → Classic Setup → Build → Develop → Custom Settings → Trigger Settings → Manage Lightning Setup → Custom Code → Classic Setup → Build → Develop → Apex Triggers Lightning Setup → Custom Code → 360 Overview Activities Targeting General AccountProcess ContactProcess ActivityProcessChangeRequestProcess ActivityProcess MarketingCycleProcess TargetFrequencyProcess MarketingCycleUserProcess UserProcess Classic Setup → Build → Develop → Apex Classes Lightning Setup → Custom Code → 360 Overview Activities Targeting Coaching General AccountProcessHandler ContactProcessHandler ChangeRequestController ActivityProcessHandler ActivityReportController CalendarController MassActionsController Batch_MarketingCycleProcessor MarketingCycleProcessHandler CycleManagementController MarketingCycleUserProcessHandler MarketingDetailTrackingController TargetFrequencyProcessHandler JVReportController JVTemplateEditorController CoreClass GlobalClass PostInstall SortHelper","title":"CT Pharma Package Components","component":"ctpharma","version":"","name":"ct-pharma-package-components","url":"/ctpharma/about-ct-pharma-solution/ct-pharma-package-components.html","titles":[{"text":"Custom Objects","hash":"CTPharmaPackageComponents-CustomObjects","id":1},{"text":"Visualforce Pages","hash":"CTPharmaPackageComponents-VisualforcePages","id":2},{"text":"Custom Settings","hash":"CTPharmaPackageComponents-CustomSettings","id":3},{"text":"Calendar Tab Settings","hash":"CTPharmaPackageComponents-CalendarTabSettings","id":4},{"text":"Trigger Settings","hash":"CTPharmaPackageComponents-TriggerSettings","id":5},{"text":"Apex Triggers","hash":"CTPharmaPackageComponents-ApexTriggers","id":6},{"text":"Apex Сlasses","hash":"CTPharmaPackageComponents-ApexClasses","id":7}]},"288":{"id":288,"text":"CT Pharma is a CRM solution designed to organize the work process of trade and medical representatives. Besides standard CRM functions, the system provides tools for solving specific tasks for this area. Using CT Pharma allows company to automate the work of employees working on-site, flexibly manage the content of informational materials, and review doctors' feedback on the results of each visit, allowing a significant decrease in budget and time for marketing research. CT Pharma Object Model CT Pharma Package Components Translation of CT Pharma Components The Functional Comparison of the CT CPG and CT Pharma Solutions News","title":"About CT Pharma Solution","component":"ctpharma","version":"","name":"index","url":"/ctpharma/about-ct-pharma-solution/index.html","titles":[]},"289":{"id":289,"text":"CT CPG and CT Pharma packages are designed to fit the requirements of the pharmaceutical and trade industries. While both share most of the implemented features, they also allow making adjustments and use each feature in a way that makes the work of field forces more efficient and convenient. Each package consists of many functionalities that are based on the business requirements of the respective market. Functionality CT CPG CT Pharma Main Purpose The main goal is to raise sales on the dynamic sales market by resource optimization, such as better product representation at point-of-sales (hypermarkets, discounters, etc.). Field forces present by sales representatives with supervisors and merchandisers in the back office. The main goal is to raise sales on the static sales market by building trusting and long-term relationships with doctors within one-on-one visits to drugstores and hospitals. Field forces present by medical representatives with sales managers in the back office. CT Products The sales representatives are tracking at stores as well as auditing and optimizing the overall assortment at point-of-sales. The medical representatives are tracking company products while auditing the assortment of goods in pharmacies or hospitals. Assortments This feature allows promoting your lists of products for different types of clients. Assortments audit can be performed within the marketing cycle if that is a promotional or temporary product list. – Marketing Cycles and Targeting Not commonly used or used for a short time due to focus on orders, sales, and shelf display of demanded assortment. For the sales managers, the marketing cycle is often quite agile and adjusts according to the current situation at the point of sales. If sales increase, the visits can become more frequent. The marketing cycle is planned for a long time. For medical representatives, the marketing cycle planning is of crucial importance due to the necessity to plan personal visits to doctors ahead. Usually, the visits are made regularly and coordinated personally with each doctor, as regularity helps to establish trust and up the sales. Marketing Cycle User – It helps to provide a personal marketing cycle in case of the need to meet doctors' preferences. Calendar and Activity Management + + Activity Reports Activity Reports are used in the 360° analysis of a general marketing strategy, sales manager/representative assessment, and product audit. It simplifies visit reporting for the medical representatives and helps managers to estimate their subordinates' skills. The Special Tracking feature allows medical representatives to fill out key messages for completed and upcoming visits to doctors. Joint Visits Not commonly used. It allows managers to assess their subordinates (medical representatives) by making a joint visit to a store and filling out a pre-configured report template. This feature might be used for planning promo actions where the sales manager exams their subordinate’s work at point-of-sales. It allows managers to assess their subordinates (medical representatives) by making a joint visit to a doctor and filling out a pre-configured report template. Objectives Management + + Next Activity Management If a sales representative has multiple visit parameters, for example, objectives from different departments (sales, merchandising, marketing, etc.), they could divide whether objectives should be achieved during the current visit or postponed for the next one(s). The medical representatives could add objectives to track the execution of important tasks within the marketing cycle by setting objectives for upcoming visits. This allows clarifying goals and tracking their progress throughout a sequence of visits to the same doctor. Activity Sync + + Change Requests + + Quizzes Online support for complex quizzes with dependency on answers built into the CT CPG package. Offline support of simple quizzes in case of integration with the unmanaged CT Mobile: Quizzes package and CT Mobile app. Online support of simple quizzes in case of integration with the unmanaged CT Mobile: Quizzes package. Offline support of simple quizzes in case of integration with the unmanaged CT Mobile: Quizzes package and CT Mobile app. CPG Groups / Pharma Groups The dynamic group assignment allows dynamically adding Catalog or Promotion records to the Accounts records when working with CT Orders. Can be used for newsletters, customer segmentation, and more. Integration with the CT Mobile CT Mobile is designed for simplifying the work of field forces at the point of sales. This solution is native to Salesforce and provides full Salesforce offline functionality along with an advanced interactive Digital Sales Aid (CT Presenter). CT Mobile is designed for simplifying the work of field forces while visiting the doctors at hospitals and drugstores. This solution is native to Salesforce and provides full Salesforce offline functionality along with an advanced interactive Digital Sales Aid (CT Presenter). Integration with the CT Orders CT Orders is designed to meet sales needs such as order and delivery management, pricing, customer segmentation, and more. Can be integrated.","title":"The Functional Comparison of the CT CPG and CT Pharma Solutions","component":"ctpharma","version":"","name":"the-functional-comparison-of-the-ct-cpg-and-ct-pharma-solutions","url":"/ctpharma/about-ct-pharma-solution/the-functional-comparison-of-the-ct-cpg-and-ct-pharma-solutions.html","titles":[]},"290":{"id":290,"text":"To translate the CT Pharma package, use one of the following. Enable Translation Workbench, select users who can translate and set up languages in Translation Language Settings. To translate field sets, picklist values, or buttons, use the Translate option. To translate record types or validation errors, select Override. To translate any component: From Setup, enter Translation Workbench in the Quick Find box, then select Translate or Override. Select a Language. Select a Setup Component. Select an Object. Add new translations. Click Save. The component is renamed. To translate custom tabs, for example, CT Product: From Setup, enter Rename Tabs and Labels in the Quick Find box, then select Rename Tabs and Labels. Go to the Custom Tabs section. Click Edit next to the appropriate tab. Specify the new Singular and Plural name. Click Save. The tab is renamed. To translate buttons, labels, popups for Activity Report, Joint Visit Report, or Calendar: From Setup, enter Custom Labels in the Quick Find box, then select Custom Labels. Click the Name of the label to translate. Create or override translation: In the Local Translations / Overrides section, click the New Local Translations / Overrides button to create a new translation. In the Package Translations section, click Override next to the required language to override translation. Click Save. The selected label is renamed.","title":"Translation of CT Pharma Components","component":"ctpharma","version":"","name":"translation-of-ct-pharma-components","url":"/ctpharma/about-ct-pharma-solution/translation-of-ct-pharma-components.html","titles":[{"text":"Translation Workbench","hash":"h2_1506875936","id":1},{"text":"Rename Tabs and Labels","hash":"h2_884365928","id":2},{"text":"Custom Labels","hash":"h2_1636435164","id":3}]},"291":{"id":291,"text":"Refer to the Administrator’s Guide for the detailed instructions on how to install CT Pharma and configure the application for further use according to your requirements. Getting Started 1. Preparing the Salesforce Organization 2. Installing CT Pharma Package 3. Remote Site Settings 4. Managing CT Pharma Licenses 5. User Permission Settings 6. Configuring Application Settings CT Pharma Control Panel Application Settings Management Pharma Products Management Targeting & Marketing Cycle Pharma Calendar Management Pharma Activity Report Activity Sync Management Triggers Management Objectives Management Quiz Management Pharma Groups Management","title":"Administrator Guide","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/index.html","titles":[]},"292":{"id":292,"text":"CT Pharma Release Notes Salesforce Updates","title":"News","component":"ctpharma","version":"","name":"index","url":"/ctpharma/about-ct-pharma-solution/news/index.html","titles":[]},"293":{"id":293,"text":"Table of Contents Set Up Task and Event Activity Sync Fields Description Create Activity Sync One-way Synchronization Both-Way Synchronization Use Activity Sync to: Automatically synchronize the standard and custom Activity objects' records. Generate a record of the standard Activity object when creating entries for the custom Activity object in one-way or both-way synchronization. If you have a few Activity Sync settings, make sure that active settings are not crossed with each other. It can cause failures in creating a record according to these settings. Synchronize changes in the record. Map configuration of additional fields that are required to update when synchronizing. Use Fields to update and Fields values for mapping additional fields. Some field values synchronize automatically, and there is no need to add them to a new Activity Sync record. Check these field values here. Read the article to set up standard objects and create new Activity Sync: For the correct operation of Activity Sync, the Type field should be specified on the Event and Task objects as well as the EventProcess and TaskProcess settings in Trigger Settings. If you create a new Activity Sync setting with the Standard or Custom object record criteria, the Type field will not affect Activity Sync. By default, the Type field is absent on the page layout of the standard Event and Task objects. Add this field to the objects. Configure page layouts of the standard Event and Task fields. Go to Setup → Object Manager → select Event / Task → Page Layout. Add the Type field to the page layout. Check profile permissions to the Type field. A profile should have the View and Edit permissions to the Type field. Go to Setup → Users → Profiles → select profile → go to the Field-Level Security section and click View next to Task → add Read and Edit access to the Type field. Configure Global Quick Actions on the Account and Contact tabs. Go to Setup → User Interface → Global Actions → click Layout next to New Event / New task → add the Type field to the layout. Next, add the EventProcess and TaskProcess settings in Trigger Settings. Go to Setup → Custom Code → Custom Settings. Click Manage next to Trigger Settings. Click New and create two settings. For the first one: Enter EventProcess in the Name field. Set a flag next to the Active. Click Save & New. For the second one: Enter TaskProcess in the Name field. Set a flag next to the Active. Click Save. The Trigger Settings are specified. Check that the ActivityProcess setting is active in Trigger Settings. If not, create or edit it and then set a flag next to Active. Fields Label Data Type Description Example Information Label Text (40) The Activity Sync name. Activity Sync Name Text (255) The unique name is used by the API and managed packages. The name must begin with letters and use only alphanumeric characters and underscores. The name cannot end with an underscore or have consecutive underscores. Sync Type Picklist Select a type of synchronization Both / Custom → Standard / Standard → Custom from the picklist. Both, Custom→Standard, Standard→Custom Active Checkbox If selected, the synchronization settings are active. Protected Component Picklist If a developer releases protected custom metadata records in a managed package, access to them is limited in specific ways. Details Standard Object Picklist Select a standard Event or Task from the picklist. Event, Task Standard Activity Type Text (255) The Type field value of the selected standard Activity object. The filter will not be applied if Standard object record criteria are specified. Email, Meeting, Other, Call Standard object record criteria Text (255) Provide query criteria that standard activity object records will use to sync with custom activities. Left this field blank for proceeding with all records. Use a SOQL query to specify filters. The clause part of the query should be without WHERE word. Subject LIKE '%Call%' Activity Record Type Text (255) The name of the custom Activity record type. Custom object record criteria Text (255) Provide query criteria that custom activity object records will use to sync with standard activities. Left this field blank for proceeding with all records. Use a SOQL query to specify filters. The clause part of the query should be without WHERE word. CTPHARMA__Type__c LIKE '%Type 1%' Additional Fields Mapping Fields to update Long Text Area Enumeration of the field API names for the update. Required format: ObjectApiName.FieldApiName Values should be separated by a comma without spaces. Event.Description Field values Long Text Area Enumeration of the API field names, whose values will be copied into the fields for updating. Required format: ObjectApiName.FieldApiName Values should be separated by a comma without spaces. CTPHARMA__Activity__c.CTPHARMA__Description__c Description Description Text Area (255) Additional information about Activity Sync To create an Activity Sync: Go to Setup (1) → Custom Metadata Types → Activity Sync (2). Click Manage Records (3) next to Activity Sync. The Activity Sync page opens. You can also click Activity Sync and then click Manage Activity Sync (3) on the Activity Sync page. Click New (4) to create a new Activity Sync. The Activity Sync Edit page opens. Fill in the required fields. Click Save. Activity Sync is created. Here is an example of one-way synchronization with additional field mapping. When a standard Event object with a value of Meeting in the Type field is created, an entry of the custom Activity object with the type of the Pharma Event record is created. Additionally, the value of the Description field from the Event record is copied to the Activity entry record in the Description field. Here is an example of both-way synchronization using the Standard Activity Type field. When creating a record of a standard Task object with the value of Meeting in the Type field, an entry of the batch Activity object with the type of the Visit record is created. Similarly, when you create an Activity record with the Visit record type, a Task object record with the value of Meeting in the Type field is created. Here is an example of both-way synchronization using Standard and Custom object record criteria. When a standard Event object with the specific Subject name is created, an entry of the custom Activity object with the type of the Visit record is created. Similarly, when you create an Activity record with the Visit record type and the specific Status, an Event object record is created.","title":"Configuring Activity Sync","component":"ctpharma","version":"","name":"configuring-activity-sync","url":"/ctpharma/admin-guide/activity-sync/configuring-activity-sync.html","titles":[{"text":"Set Up Task and Event","hash":"ConfiguringActivitySync-SetUpTaskandEvent","id":1},{"text":"Activity Sync Fields Description","hash":"h2_576395911","id":2},{"text":"Create Activity Sync","hash":"ConfiguringActivitySync-CreateActivitySync","id":3},{"text":"One-way Synchronization","hash":"ConfiguringActivitySync-One-waySynchronization","id":4},{"text":"Both-Way Synchronization","hash":"ConfiguringActivitySync-BothWaysSynchronization","id":5}]},"294":{"id":294,"text":"By default, the following field values are copied via Activity Sync: Standard Calendar CT Pharma Calendar Field Label Field Label Field Name Event Task CTPHARMA__Activity__c StartDateTime - CTPHARMA__StartDate__c EndDateTime - CTPHARMA__EndDate__c WhoId WhoId CTPHARMA__ContactId__c WhatId WhatId CTPHARMA__AccountId__c OwnerId OwnerId OwnerId When the activity record is generated, the relationship field CTPHARMA__ActivityId__c on the standard Activity object record is filled-out. Due to this relationship, the changes are synchronized. Only the field changes from the table above will be taken into Account during synchronization, if: the standard and custom activity records are already synced; the type of record on the custom Activity or the value of the Type field on the Task/Event record is changed.","title":"Activity Sync Default Configuration","component":"ctpharma","version":"","name":"default-configuration-as","url":"/ctpharma/admin-guide/activity-sync/default-configuration-as.html","titles":[]},"295":{"id":295,"text":"Activity Sync is designed to merge the standard Salesforce Tasks and Events with the custom Activity object records to get better overview of both your private and CT Pharma Calendars. Activity Sync A Custom Metadata Types setting that is intended to manage the synchronization of your private and work activities between your different calendars. Sync Types The one-way or two-way direction of activities creation and update. Standard and Custom Object Record Criteria Additional query criteria should be provided to synchronize standard and custom activities. Fields to Update and Field Values Enumeration of fields to update and fields which values will be copied into the fields for updating. Set up Activity Sync in the Custom Metadata Types. Set up the Type field in the Task and Event standard objects. Create a Salesforce Task or Event and check the creation on the CT Pharma Calendar. Update the custom Activity and check its update on a standard SF Calendar. Create a custom activity and check the creation on the standard Salesforce calendar. Update activity and check its update on the CT Pharma Calendar. Set up Mailbox integration. Check the default configuration. Create Activity Sync. Fill in the Type field of the Event or Task standard object. Use one-way or both-way synchronization type. Add criteria to sync records. Map additional fields which are required to update within synchronization. Set up Outlook and Gmail integration with the help of standard Salesforce functionality.","title":"Activity Sync Management","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/activity-sync/index.html","titles":[{"text":"Purpose","hash":"ActivitySync-Purpose","id":1},{"text":"Main Terms","hash":"ActivitySync-MainTerms","id":2},{"text":"Process Description","hash":"ActivitySync-ProcessDescription","id":3},{"text":"Setup Settings","hash":"ActivitySync-SetupSettings","id":4}]},"296":{"id":296,"text":"The following fields are created on the standard Account object during the CT Pharma installation. In case of creating new divisions, the DivisionNameCategory__c field with the category picklist and the DivisionNameTargetCheck__c checkbox, where Name is the new division name, should be created. Field API Name Type Description Delivery Dates CTPHARMA__DeliveryDates__c Text(255) Available in the CT Pharma package v. 2.20–2.22 and used in CT Orders. Division Alpha Category CTPHARMA__DivisionAlphaCategory__c Picklist The Account category that used to assign the target frequency to the selected Account record. Available values by default: Category A Category B Category C It is possible to create a new division. Division Alpha Target CTPHARMA__DivisionAlphaTargetCheck__c Checkbox The field is checked if the Account record has been assigned to the specified category. Division Beta Category CTPHARMA__DivisionBetaCategory__c Picklist The Account category that used to assign the target frequency to the selected Account record. Available values by default: Category A Category B Category C Division Beta Target CTPHARMA__DivisionBetaTargetCheck__c Checkbox The field is checked if the Account record has been assigned to the specified category. External Id CTPHARMA__ExternalId__c Text(255) (External ID) (Unique Case Sensitive) The external identifier if the Account record has been synchronized from the external ERP system. Has Child Accounts CTPHARMA__HasChildAccounts__c Checkbox The field is checked if the Account record has child Account records. That Account with child records will be displayed as a hierarchy on the Hierarchy tab of the Calendar tab. Is Auto Target Field Check? CTPHARMA__IsAutoTargetCheck__c Checkbox Is Target? CTPHARMA__IsTarget__c Formula(Text) The field is checked if the Account record has been selected as a target. Target User Ids CTPHARMA__TargetUserIds__c Text Area(255) Store the values from the CTPHARMA__UniqUserNumber__c field of the User record that targeted the Account record.","title":"Account Field Reference","component":"ctpharma","version":"","name":"account-field-reference","url":"/ctpharma/admin-guide/application-settings-management/account-field-reference.html","titles":[]},"297":{"id":297,"text":"Application Settings is a setup where the CT PHARMA mapping data is stored. This is the primary setting of the CT PHARMA package. The Global record should be applied to your Salesforce organization. The record is available for editing. Create additional records in case of need to use more than one marketing cycle with different parameters. For each record, it is necessary to specify custom fields that should be created for the Account, Contact, and User objects and used to divide settings by divisions. API name in Salesforce: CTPHARMA__ApplicationSettings__c Field API Name Type Description Account Category Fields API names CTPHARMA__AccountCategoryFields__c Text Area(255) Specify the list of API names of fields that represent the picklist or formula with division categories for the Account object (separated by a comma, without blank space). Used in Target Frequencies. Account Target Flags API names CTPHARMA__AccountTargetFlagsFields__c Text Area(255) Specify the list of API names of checkbox fields that are responsible for the selection of a division for the Account record. Advanced TF Logic CTPHARMA__EnableAdvancedTFLogic__c Checkbox If selected, the data from records of the Target Frequency object, for example, the values in the CTPHARMA__ActualCalls__c and CTPHARMA__PlannedCalls__c, may be used for creating additional list views for Account or Contact object. Allow Segmentation by linking CTPHARMA__AllowLinkSegmentation__c Checkbox If selected, the additional algorithm is enabled that automatically links the matched Activity record to the active Marketing Cycle record. Used in case of more than one active marketing cycle for different division categories. It is possible to specify different linking parameters. Contact Category Fields API names CTPHARMA__ContactCategoryFields__c Text Area(255) Specify the list of API names of fields that represent the picklist or formula with division categories for the Contact object (separated by a comma, without blank space). Contact Target Flags API names CTPHARMA__ContactTargetFlagsFields__c Text Area(255) Specify the list of API names of checkbox fields that are responsible for the selection of a division for the Contact record. Create Next Activity CTPHARMA__CreateNextActivity__c Checkbox If selected, a new Activity record will be automatically created on the specific date from the CTPHARMA__NextCallDate__c field of an Activity record after changing the activity status to Finished. Create a record of Next Call Settings for the required Activity record type. Create Related Activity Data records CTPHARMA__CreateRelatedActivityDataRecords__c Checkbox If selected, the Activity Data record based on parameters of an active Marketing Cycle and Marketing Detail Tracking records will be created for the corresponding Activity record. If unselected, the related Activity Data will be pulled to the Activity record after opening the Activity Report page. Only Activities with the completed Activity Data will be saved to not take up space in the Salesforce organization by records without details. Enable Objective History tracking CTPHARMA__EnableObjectiveHistoryTracking__c Checkbox If selected, the previous Objective values for the Activity records will be saved. According to the Next Call Settings record, a new active Activity record will be created, and the previous record will be deactivated in the Objective object. The user should have a Next Call Settings record for populating the Objective field on the Activity Report page. Enable Objectives CTPHARMA__IsObjectivesEnabled__c Checkbox If selected, you can create objectives for the Activity records. Max days for activity planning CTPHARMA__MaxPlanningDays__c Number(18,0) Specify the maximum period of marketing cycles. The value cannot be more than 800 days. Objective Tracking Period CTPHARMA__ObjectiveTrackingPeriod__c Text Area(255) Specify how long to store the history of objectives. The available values: month quarter year a marketing cycle Read Only Joint Visit Share CTPHARMA__IsReadOnlyJVShare__c Checkbox Recalculate TF Records CTPHARMA__EnableTFRecalculate__c Checkbox If selected, when a new marketing cycle is activated, the active Target Frequency records will be copied and the old and inactive ones will be deactivated. Share Activity with Joint Visit Users CTPHARMA__IsJointActivityShareEnabled__c Checkbox If selected, access for a representative to view the corresponding Joint Visit record is granted. Show Page Headers CTPHARMA__IsPageHeaderEnabled__c Checkbox If selected, headers with the standard Salesforce tabs are shown on the Calendar and Activity Report pages. If not selected, the Calendar and Activity Report pages are open in a full-screen mode.","title":"Application Settings","component":"ctpharma","version":"","name":"application-settings","url":"/ctpharma/admin-guide/application-settings-management/application-settings.html","titles":[]},"298":{"id":298,"text":"The following fields are created on the standard Contact object during the CT Pharma installation. In case of creating new divisions, the DivisionNameCategoryc field with the category picklist and the DivisionNameTargetCheckc checkbox, where Name is the new division name, should be created. Field API Name Type Description Division Alpha Category CTPHARMA__DivisionAlphaCategory__c Picklist The Contact category that used to assign the target frequency to the selected Contact record. Available values by default: Category 1 Category 2 Category 3 It is possible to create a new division. Division Alpha Target CTPHARMA__DivisionAlphaTargetCheck__c Checkbox The field is checked if the Contact record has been assigned to the specified category. Division Beta Category CTPHARMA__DivisionBetaCategory__c Picklist The Contact category that used to assign the target frequency to the selected Contact record. Available values by default: Category 1 Category 2 Category 3 Division Beta Target CTPHARMA__DivisionBetaTargetCheck__c Checkbox The field is checked if the Contact record has been assigned to the specified category. Is Auto Target Field Check? CTPHARMA__IsAutoTargetCheck__c Checkbox Is Target? CTPHARMA__IsTarget__c Formula(Text) The field is checked if the Contact record has been selected as a target. Target User Ids CTPHARMA__TargetUserIds__c Text Area(255) Store the values from the CTPHARMA__UniqUserNumber__c field of the User record that targeted the Contact record.","title":"Contact Field Reference","component":"ctpharma","version":"","name":"contact-field-reference","url":"/ctpharma/admin-guide/application-settings-management/contact-field-reference.html","titles":[]},"299":{"id":299,"text":"In this section: Get familiar with Application Settings; Read field descriptions for custom fields created on the Account, Contact and User objects. You can create another record of the Application Settings with other parameters if needed. You can also manage Application Settings in the CT Pharma Control Panel. The Application Settings with the Global name are created. There should be only one record with a Global name for the whole Salesforce organization. In case of using a number of divisions, which are assigned to the Account and Contact records, all active divisions should be specified. See also: CT Pharma Control Panel","title":"Application Settings Management","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/application-settings-management/index.html","titles":[{"text":"The Application Settings record","hash":"h2_709591029","id":1}]},"300":{"id":300,"text":"The following fields are created on the standard User object during the CT Pharma installation. In case of creating new divisions, add the new division to the values of the CTPHARMA__UserDivision__c picklist. Field API Name Type Description Calendar Locale CTPHARMA__CalendarLocale__c Text(255) The selected locale of the User record, for example, en. User Division for Calendar CTPHARMA__CalendarUserDivision__c Formula(Text) In the CT Pharma Calendar, select the assigned division. Uniq User Number CTPHARMA__UniqUserNumber__c Text(30) The last 5 symbols of the User record ID. User Division CTPHARMA__UserDivision__c Picklist The picklist with all assigned divisions for the User record. This field should be added to the page layout and populated with the required division.","title":"User Field Reference","component":"ctpharma","version":"","name":"user-field-reference","url":"/ctpharma/admin-guide/application-settings-management/user-field-reference.html","titles":[]},"301":{"id":301,"text":"Table of Contents Left Sidebar Main Calendar Area Right Sidebar Actions with Activities Creating Activities Editing Activities Moving and Copying Activities Deleting Activities Get familiar with the available interface elements: There are 3 tabs: Accounts, Contacts and Hierarchy. In Accounts and Contacts tabs, you can select activity target records to create activities in the calendar. By default, these target records are Account and Contact objects, but you can specify another objects in the Pharma Calendar Settings, as well as rename their tabs. Activity target records can also be displayed with their titles and subtitles, if there are fields specified in their compact layouts. Hover mouse pointer over a target record to see its basic information (if it is enabled in the Pharma Calendar Settings). In the Hierarchy tab, you can see your activity target records as a hierarchy tree, if you specified the connection object in the Pharma Calendar Settings. For example, you can select the Account Contact Relationship as a connection object to see Accounts and related lists of Contacts. For all tabs, you can select a list view of the activity target record and search by keywords. Search is performed according to Search Layouts. To make it work correctly, please do not add the owner alias to the search layout. To create or edit a list view, go to the target object and follow the standard Salesforce flow. For the Hierarchy tab, list views of the parent object are used. The All list view is created by default for all objects. Click to set a list view as default. Click to select sorting option. From the drop-down list, select the field on the object to sort by, and click or to sort from A to Z or vice versa. Click and to hide and show the left sidebar. On the main calendar area: Switch between Day, Week and Month views. You can set the default view in the Pharma Calendar Settings. Click Today to go to the current day. Click to switch between Calendar view and List view, and show/hide weekends. Activities have color stripes on the left side according to their statuses. You can configure them in the Pharma Calendar Settings. Activities can have titles and subtitles, you can configure them in the Pharma Calendar Settings. Time zone, language of the calendar (days, months, weeks) and starting day of the week depend on the user’s language and locale settings. To translate other interface elements of the Pharma Calendar, use custom labels. Working hours are displayed with white color, and non-working hours are displayed with gray color. You can set up working hours on the user’s Personal Information page in the Start of Day and End of Day fields. Use the mini-calendar to quickly move to the desired date. The today date is always highlighted. In the My Calendar section: To hide your activities, unselect the checkbox. Your activities have their own color on the calendar grid. To show only your activities, click and select Show only this. In the User Calendar section: To access this section, assign required custom permissions to the current user: Read Access To Other User Calendar to view other user’s activities in the calendar grid, and Full Access To Other User Calendar to edit other user’s activities. Select desired users' records to show on the calendar. Each user’s activities have their own color on the calendar grid. To show only the desired user’s records, click and select Show only this. To add an activity to the selected user’s calendar, click and select Add Activity. To remove the user’s calendar from the list, click and select Delete. To add a new user’s calendar: Click . Select a user from the list. You can see only users that are available for you according to the Sharing Settings. Click Add. Click and to hide and show any section of the right sidebar. Click and to hide and show the right sidebar. Any actions with activities (moving, resizing to change activity duration, changing status etc.) apply to database immediately. However, the Edit Activity form may display the obsolete data for a couple of minutes. Click New or any blank cell to create a new activity. The Create Activity form will be opened: Fill out the fields: Record type: select record type created on the CTPHARMA__Activity__c object. Enter Subject if needed. Specify Start/End Time/Date or toggle All-Day. If you are creating an activity by clicking on a blank cell of the calendar, Start Time and End Time will be pre-filled according to the Default duration setting. If needed, toggle Compact form or Detailed form and fill out their fields: Compact form can be configured in Pharma Calendar Settings and can contain up to 10 fields of the record type, within you are creating the activity. Detailed form displays all the fields of the record type, within you are creating the activity. It cannot be enabled, if the Compact form is already enabled. Detailed form and Compact form cannot be enabled both at the same time. If you fill out one of these forms and switch to another one, all the entered data will be lost. Click Save. You can also create an activity by dragging and dropping a Target Object from the left sidebar, the creation form will look different and will have another set of fields. If you drag and drop from a single target object (for example, Account or Contact), lookup fields of this object will be filled in. If you drag and drop from the Hierarchy tab: Parent object: lookup fields of the parent object will be filled in. Child object: lookup fields of the parent and child objects will be filled in. You can select several target objects and drag and drop them. In this case, you can select only type of activity and edit properties of the created activities later. Activities will be created with the specified Interval between drag and drops. Start Date and End Date are pre-filled according to the Default duration setting. To edit an activity, you can: Click on activity in the calendar grid. Hover mouse pointer over activity and click Edit on the pop-up (if it is enabled in the settings). The activity form shown above will be displayed. . Edit necessary fields and click Save to apply changes. To quickly change the status of an activity, hover the mouse pointer over the activity and select another Status. Double-click on activity or click in the pop-up window to open it in the new browser tab: Editing other users' activities require the Full Access To Other User Calendar custom permission. To copy an activity, hover mouse pointer over an activity and click . To move an activity, do one of these: click on it and specify another date/time; drag and drop it to another calendar cell. To copy or move multiple activities (applies only to the current user’s activities): Click next to the New button on the right sidebar. Select Copy or Move. In the dialog window: Select Period of time: Day or Week. Select day or week to move. If you select any day for the Week period, the first day of the week will be selected automatically. Select target day or week. If you select any day for the Week period, the first day of the week will be selected automatically. Click Move or Copy. To delete an activity, hover mouse pointer over it and click . To delete multiple activities (applies only to the current user’s activities): Click next to the New button on the right sidebar. Select Delete. In the dialog window: Select Period of time: Day or Week. Select day or week to delete. If you select any day for the Week period, the first day of the week will be selected automatically. Click Delete.","title":"Calendar Interface and Activities","component":"ctpharma","version":"","name":"calendar-interface-and-activities","url":"/ctpharma/admin-guide/calendar-management/calendar-interface-and-activities.html","titles":[{"text":"Left Sidebar","hash":"h3_115958815","id":1},{"text":"Main Calendar Area","hash":"h3_2071613420","id":2},{"text":"Right Sidebar","hash":"h3_265155760","id":3},{"text":"Actions with Activities","hash":"h2_1494438992","id":4},{"text":"Creating Activities","hash":"h3_1752519442","id":5},{"text":"Create an Activity by click","hash":"h4_397646639","id":6},{"text":"Create an Activity by drag and drop","hash":"h4_2089059603","id":7},{"text":"Editing Activities","hash":"h3_786187553","id":8},{"text":"Moving and Copying Activities","hash":"h3_1490113349","id":9},{"text":"Deleting Activities","hash":"h3_661183531","id":10}]},"302":{"id":302,"text":"To translate interface elements of the Pharma Calendar: Go to Setup → User Interface → Custom Labels. Select a label category to translate: Calendar category to translate interface elements of the Pharma Calendar. Settings Panel category to translate interface elements of the Pharma Calendar Settings. Click Edit on the desired label. Edit the Value field. Click Save. Time zone, language of the calendar (days, months, weeks) and starting day of the week depend on the user’s language and locale settings. For your convenience, you can create a new View for the Pharma Calendar interface elements: Go to Setup → User Interface → Custom Labels. Click Create New View. Fill in View Name and View Unique Name fields. In the Filter By Additional Fields (Optional) section, add 2 filters: Field Operator Value Categories equals Calendar Categories equals Settings Panel Click Add Filter Logic and, in the Filter Logic field, type 1 OR 2. If needed, Restrict Visibility of this View. Click Save.","title":"Custom Labels for Translating the Calendar Interface","component":"ctpharma","version":"","name":"custom-labels-for-translating-the-calendar-interface","url":"/ctpharma/admin-guide/calendar-management/custom-labels-for-translating-the-calendar-interface.html","titles":[]},"303":{"id":303,"text":"Grant users the following permission sets to use the Pharma Calendar: PHARMA Calendar User to access only the Pharma Calendar. PHARMA Calendar Admin to access the Pharma Calendar and Pharma Calendar settings. If you cannot want to use permissions sets, you can set up permissions listed below. The following permissions to the Planning Calendar Settings object are required to work with Pharma Calendar: Object Permissions Edit View View All Field Permissions Permission Field Name Read All fields Edit Other Pharma Calendar Settings JSON Json User Settings User Id Record Type Also, the current user must have Read permission for the following fields on the User object: Start End User Division The following custom permissions are required to work with Calendar: Label Name Purpose Read Access To Other User Calendar ReadAccessToOtherUserCalendar Adding other users' calendars for viewing their activities Full Access To Other User Calendar FullAccessToOtherUserCalendar Adding other users' calendars for viewing and editing their activities Allow to delete Calendar Setting records Allow_to_delete_Calendar_Setting_records Replacing standard Account and Contact objects in Target Objects, Pop-Up and Drag and Drop settings When creating new fields on the CTPHARMA__Activity__c object, please use names different from existing ones. For example, if there is a CTPHARMA_AccountId__c field, you cannot create a new field with the AccountId__c name.","title":"Permissions and Field Names for Using Calendar","component":"ctpharma","version":"","name":"custom-permissions-for-using-calendar","url":"/ctpharma/admin-guide/calendar-management/custom-permissions-for-using-calendar.html","titles":[{"text":"Permission Sets","hash":"h3_1046081510","id":1},{"text":"Permissions to the Planning Calendar Settings Object","hash":"h3_38899887","id":2},{"text":"Custom Permissions","hash":"h3_260496953","id":3},{"text":"Additional Field Names Rules","hash":"h3_650816488","id":4}]},"304":{"id":304,"text":"In this section: Get familiar with the Pharma Calendar interface and activities management. Learn about Pharma Calendar settings. Check the required permissions and field names rules for using Pharma Calendar. Learn about custom labels for translating the Pharma Calendar interface. Read field description for the Planning Calendar Settings object. Learn about the Legacy Calendar. The Pharma Calendar functionality is fully available for the Google Chrome web browser. Other web browsers are not yet supported. For the stable work of the Pharma Calendar, go to Setup → Session Setting and select the Lightning Web Security checkbox.","title":"Pharma Calendar Management","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/calendar-management/index.html","titles":[]},"305":{"id":305,"text":"The Planning Calendar Settings object is intended to store the Pharma Calendar parameters specified per each user division. API name in Salesforce: CTPHARMA__CalendarSettings__c Field API Name Type Description Activate Quick Creation CTPHARMA__IsQuickCreate__c Checkbox Defines if the Compact form is used for the specified record type or not. Available values: true (Compact form is used) false Used in the Record Settings record type. Activity Subtitle CTPHARMA__ActivitySubtitle__c Text(255) API name of the activity Subtitle field. Used in the Record Settings record type. Activity Title CTPHARMA__ActivityTitle__c Text(255) API name of the activity Title field. Used in the Record Settings record type. All Day Field Mapping CTPHARMA__AllDayFieldMapping__c Text(255) Not in use. Child Object CTPHARMA__ChildObject__c Text(255) API name of the child object, if used in the Target Object record type. API name of the lookup to the child object, if used in the Activity Object record type. Default value is Contact. Child Object Label CTPHARMA__ChildObjectLabel__c Text(255) Label of the child object. Used in the Target Object record type. Color CTPHARMA__Color__c Long Text Area(32768) The specific color for the CT PHARMA Activity record with the corresponding record type (separated by a comma, without a blank space). Stored within the Global and Color setting types. Default View CTPHARMA__DefaultView__c Text(255) The default view of the calendar grid: Day Week (default) Work week Month Work month Stored within the Global setting type. Direct Lookup CTPHARMA__DirectLookup__c Text(255) API name of the field, which is used as a lookup between child and parent objects, if the Hierarchy is enabled and Connection Type is set to Direct. Used in the Target Object record type. Displayed records in monthly preview CTPHARMA__RecordsPreview__c Number(3,0) Number of records that are displayed as preview for 1 day in Month view. Default value is 3. Used in the General record type. Division CTPHARMA__Division__c Picklist The calendar division. Available values by default: Alpha; Beta. Used in all record types. Duration CTPHARMA__Duration__c Number(3,0) The default duration in minutes for the CT PHARMA Activity. Available values are from 15 to 780. Default values for the activity record types: Event: 120 Visit: 30 Time off: 480 Joined Visit: 160 Used in the Record Settings record type. Enable Hierarchy View CTPHARMA__EnableHierarchyView__c Checkbox Defines if the Hierarchy is enabled or not. Available values: true (Hierarchy is enabled) false (Hierarchy is disabled, default value) Used in the Target Object record type. End Date Field Mapping CTPHARMA__EndDateFieldMapping__c Text(255) API name of the field, which corresponds to the End Date field. Used in the Activity Object record type. Fields CTPHARMA__Fields__c Long Text Area(131072) API names of the fields used on the Compact form. Is Active CTPHARMA__IsActive__c Checkbox If selected, the corresponding Pop-Up setting is active on the Pop-up record type. Json User Settings CTPHARMA__JsonUserSettings__c Long Text Area(131072) Maintenance field, not editable. Mass Drag and Drop Gap CTPHARMA__DragDropGap__c Number(3,0) Defines the default interval between activities created by drag-and-drop of target objects. Object CTPHARMA__Object__c Text(255) API name of the object, for which the setting must be applied. Used in record types: Activity Object Record Settings Drag and Drop Pop-up Other Calendar Settings JSON CTPHARMA__OtherCalendarSettingsJSON__c Long Text Area(32768) Maintenance field, not editable. Parent Object CTPHARMA__ParentObject__c Text(255) API name of the parent object, if used in the Target Object record type. API name of the lookup to the parent object, if used in the Activity Object record type. Default value is Account. Parent Object Label CTPHARMA__ParentObjectLabel__c Text(255) Label of the parent object. Used in the Target Object record type. Profile CTPHARMA__Profile__c Text(255) Developer name of the profile, for which the drag-and-drop setting must be applied. Value is empty if the setting is applied as the Global rule. Used in the Drag and Drop record type. Record Type CTPHARMA__RecordType__c Text(255) Developer name of the record type, for which the setting must be applied. Used in the Drag and Drop and Record Settings record types. Reference Object CTPHARMA__ReferenceObject__c Text(255) API name of the object, which is used as a lookup between child and parent objects, if the Hierarchy is enabled and Connection Type is set to Junction. Used in the Target Object record type. Required CTPHARMA__Required__c Long Text Area(32768) Stores the Required flag for a field on the Compact form. Used is the Record Settings record type. Start Date Field Mapping CTPHARMA__StartDateFieldMapping__c Text(255) API name of the field, which corresponds to the Start Date field. Used in the Activity Object record type. Status Field Mapping CTPHARMA__StatusFieldMapping__c Text(255) API name of the field, which corresponds to the Status field. Used in the Activity Object record type. Subject Field Mapping CTPHARMA__SubjectFieldMapping__c Text(255) API name of the field, which corresponds to the Subject field. Used in the Activity Object record type. User Id CTPHARMA__UserId__c Lookup(User) Maintenance field, not editable. Value CTPHARMA__Value__c Long Text Area(131072) Values of statuses from the Status field mapping field, which is used for mapping statuses with colors. Used in the Activity Object record type.","title":"Planning Calendar Settings Field Reference","component":"ctpharma","version":"","name":"new-calendar-settings-field-reference","url":"/ctpharma/admin-guide/calendar-management/new-calendar-settings-field-reference.html","titles":[]},"306":{"id":306,"text":"Table of Contents User Division General Target Objects Activity Objects Record Types Pop-Up Drag and Drop Visualization → Status Color Go to the Pharma Calendar Settings to set up the Pharma Calendar. If you cannot see this tab, add it to the panel. After editing settings on any tab, click Save to apply them. If you do not save changes and switch to another tab, the dialog window with further actions will be displayed: All Pharma Calendar settings are applied to the selected User Division. Please pay attention to which division is selected before modifying settings. Before editing settings, select User Division from the list: By default, Alpha and Beta divisions are included in the CT Pharma package. You can create your own divisions. Select Global to apply settings to all users, which do not belong to any divisions. In this section, you can set up: Default view: Day Work Week Week Work Month Month Preview records in month view (from 2 to 5 or All). It affects how many records will be displayed as preview for 1 day in Month view: Interval between drag and drops: 30 min 1 hour 1 hour 30 min 2 hours This setting affects the default interval between activities created by drag-and-drop of target objects from the left panel. Click Save to apply changes on this tab. Editing the Parent Object and Child object fields requires the Allow to delete Pharma Calendar Setting records custom permission. In this section, you can set up target objects that will be displayed on the left sidebar of the calendar: Parent object (Account by default) and Child object (Contact by default). If you want to specify another objects as a parent and/or child object, do the following: Create lookup fields to the new parent/child object on the CTPHARMA_Activity__c object. Select new object(s) in the Target Objects section. Select created lookup fields to the new parent/child object in the Activity Objects section. (Optional) edit settings in the Target Objects tab of the Pop-Up section. Object label defines how the names of parent and child objects tabs in the left sidebar (10 symbols max). Show hierarchy activates the Hierarchy tab in the left sidebar of the calendar. Then select the Connection type: Direct: lookup from child object to parent object. Select lookup field from the Lookup from child object list. Junction: when child object and parent object are connected via another object, which has lookup/master-detail fields related to both objects. Select lookup field from the Object linking parent and child object list. Click Save to apply changes on this tab. In this section, select parent and child objects lookup fields, if target objects are not set as default (Account and Contact). In the Subject list, select a text field to store value from the Subject field of the Create Activity form. In this section, you can set up record types, created on the CTPHARMA__Activity__c object: Title (required) and Subtitle (optional) are fields which values are displayed on the activity preview in the calendar grid: Default duration (minutes): default value between Start Time and End Time for new activities (from 15 to 780 minutes). Compact form toggle enables the set of additional fields for the Create Activity form: Select a field from the list. Check Required field if necessary. Click to add one more field. You can add up to 10 fields. Click to remove the field. You do not need to add Start Date, End Date, AllDay and Record Type ID fields, because they are displayed on the Create Activity by default. If you disable and enable the toggle, your set of fields will be saved. Click Save to apply changes on this tab. In this section, you can turn on/off pop-ups for target objects (on the left sidebar) and activity objects (in the calendar grid). Select the appropriate tab, Target objects or Activity objects. For Target Objects, also select a tab for defined target objects (Account and Contact by default). If the hierarchy is enabled and connection type is Junction, also an additional tab of the linking object will be displayed (Activity in the example below). On this tab, you can select fields to show in the pop-up for the target objects in the Hierarchy tab. If the hierarchy is enabled and connection type is Direct, then the pop-up for the target objects in the Hierarchy tab will display fields specified for the child object (Contact in the example below). Move desired fields from Available to Selected (up to 5): values of these fields will be displayed on the pop-up. For Activity Objects, you do not need to add the Status field, because it is displayed on the pop-up by default. Click Save to apply changes on this tab. In this section, you can set up default record types for drag-and-drop creation of activities. If default record typers are not set, then the Create Activity form will be opened after dragging and dropping an object from the left sidebar to the calendar grid. You can specify drag-and-drop settings globally for all users of the selected division, or for a specific user profile. Settings for a specific user profile have higher priority than global settings. To set default record types for all users of the selected division, in the Global rule section select desired values from the Activity and Record Type lists. To set default record types for a specific user profile, click Add Settings: Select User Profile. Select Activity Object. Select Record Type. Click Save. Click to remove settings for a specific user profile. This action requires the Allow to delete Pharma Calendar Setting records custom permission. Click Save to apply changes on this tab. In this section, you can map status from your activity objects with standard status categories, each of them has its own color. It affects the color of the stripe on the left side of the activity preview: There are 4 categories: Planned In Progress Finished Cancelled You can define the same category for different statuses, or leave any status without category. Click Save to apply changes on this tab. You can also create your own statuses and map them with categories. To do that: Go to Setup → Object Manager and search for the CTPHARMA__Activity__c object. Go to Fields & Relationships and click on the Status picklist. In the Values section, click Edit for existing statues. To create a new status: Click New. In the text box, type the status name. Select record types, for which the status must be applied. Click Save.","title":"Pharma Calendar Settings","component":"ctpharma","version":"","name":"pharma-calendar-settings","url":"/ctpharma/admin-guide/calendar-management/pharma-calendar-settings.html","titles":[{"text":"User Division","hash":"h3_932595492","id":1},{"text":"General","hash":"h3_951662406","id":2},{"text":"Target Objects","hash":"h3_1934044513","id":3},{"text":"Activity Objects","hash":"h3_362695117","id":4},{"text":"Record Types","hash":"h3_1888339674","id":5},{"text":"Pop-Up","hash":"h3_1454440899","id":6},{"text":"Drag and Drop","hash":"h3_1182969566","id":7},{"text":"Visualization → Status Color","hash":"h3_1948960707","id":8}]},"307":{"id":307,"text":"The Bypass Logic functionality is intended to restrict the execution of one or several trigger methods by deactivating the specific trigger context(s) or methods. To restrict execution of a method invoked by the trigger context: Go to Setup (1) → Custom Code (2) → Custom Settings (3). Click Manage (4) next to Trigger Settings. Click Edit next to a CT CPG trigger you want to configure. If you updated the CT Pharma package, some triggers will not be added to the Trigger Settings list. Add a record with the specific CT Pharma trigger name. In the Bypass Logic field, specify the trigger contexts or methods that should not be invoked. For example: ai,bd (where ai stands for after insert and bd stands for before delete) or au_createRD (where au stands for after update and createRD stands for createRelatedData). In order to disable the logic of creating Activity objects' records (either for standard or custom Activity objects), for ActivityProcess trigger specify createRelatedActivities in the Bypass logic field. Select the Active checkbox. Click Save. The setup is complete.","title":"Enabling the ByPass Logic","component":"ctpharma","version":"","name":"enabling-the-bypass-logic","url":"/ctpharma/admin-guide/configuring-triggers/enabling-the-bypass-logic.html","titles":[]},"308":{"id":308,"text":"Public Methods Enabling the ByPass Logic Trigger Events Manage CT Pharma Triggers List of CT Pharma Triggers","title":"Triggers Management","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/configuring-triggers/index.html","titles":[]},"309":{"id":309,"text":"It is possible not only to restrict the trigger event, but also to manage the whole CT Pharma trigger. create a new Trigger Setting record to activate the CT Pharma trigger; deactivate the CT Pharma trigger in case of using the custom trigger logic. Some CT Pharma triggers are active by default. If you have updated the CT Pharma package and new triggers have been added, specify a Trigger Settings record for each one to activate them. Go to Setup → Custom Code → Custom Settings. Click Manage next to Trigger Settings. Click New. Specify a new record for the specific CT Pharma trigger. specify the trigger name; set active. Click Save. The setup is complete. To deactivate a CT Pharma trigger: Go to Setup → Custom Code → Custom Settings. Click Manage next to Trigger Settings. Click Edit next to a CT Pharma trigger you want to configure. Deselect the Active field. Click Save. The setup is complete.","title":"Manage CT Pharma Triggers","component":"ctpharma","version":"","name":"manage-ct-pharma-triggers","url":"/ctpharma/admin-guide/configuring-triggers/manage-ct-pharma-triggers.html","titles":[{"text":"Activate a CT Pharma trigger","hash":"h2_527552279","id":1},{"text":"Deactivate a CT Pharma trigger","hash":"h2_1834731254","id":2}]},"310":{"id":310,"text":"Public means the method can be used by any Apex in this application or namespace. As other class methods, a public method can be called by triggers and other classes. Calling methods of other classes enables code reuse, reduces the size of your triggers, and improves maintenance of your Apex code. It also allows you to use object-oriented programming. You can extend a class to provide more specialized behavior. A class that extends another class inherits all the methods and properties of the extended class. In addition, the extending class can override the existing virtual methods by using the override keyword in the method definition. Overriding a virtual method allows you to provide a different implementation for an existing method. This means that the behavior of a particular method is different based on the object you’re calling it on. Currently, we have only one public method in the package: global virtual void createRelatedData(List<__Activity__c> activityList,Map oldMap) { code_block } The global class is GlobalActivityService. The first parameter is the list of records of CTPHARMA_Activity__c. The second parameter is the previous values of records of CTPHARMA_Activity__c. Here is an example of how to extend the existing class and override its public method: public class ClassName extends GlobalActivityService { public override void createRelatedData(List<__Activity__c> activityList, Map oldMap) { your_code_block } } See also: Extending a Class Class Methods Access Modifier","title":"Public Methods","component":"ctpharma","version":"","name":"public-methods","url":"/ctpharma/admin-guide/configuring-triggers/public-methods.html","titles":[]},"311":{"id":311,"text":"Each CT Pharma trigger is invoked by an insert, delete, or update of recurring events. It is possible to restrict the trigger event by specifying the bypass logic. Trigger Context Codename Description after insert ai Operates after the changes of the insert operation are saved. after update au Operates after the changes of the update operation are saved. after delete ad Operates after the changes of the delete operation are saved. after undelete aud Operates after the changes of the undelete operation are saved. before insert bi Operates before the changes of the insert operation are saved. before update bu Operates before the changes of the update operation are saved. before delete bd Operates before the changes of the delete operation are saved.","title":"Trigger Events","component":"ctpharma","version":"","name":"trigger-events","url":"/ctpharma/admin-guide/configuring-triggers/trigger-events.html","titles":[]},"312":{"id":312,"text":"For the correct presentation of activity details on the Activity Report page, you should set up field sets with main information, activity report filters, and related tabs. Previously, you should set up custom settings one by one. Now, you can customize Activity Report pages in one place. The Activity Report tab represents the following custom settings: Location Record Type Activity Report Tabs Company Product Tab Settings Competitor Product Tab Settings Inventory Tab Settings POS Material Tab Settings Event Member Tab Settings Expenses Tab Settings According to the selected profile, customize tabs for the specific Pharma Activity Report. Define available and selected Pharma Activity Report filters. To open Activity Report: Click on CT Pharma Control Panel. Click on the Activity Report tab. The Activity Report opens. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Record Type is a drop-down list, containing all Pharma Activity object record types available for the selected profile. Previously, specify the list of API names for Pharma Activity object record types or use the existing ones, in order to display the tab on the Activity Report page when creating an activity with the specified record type. Select the record type to add the required related tabs. There are several related tabs that you can add to the selected profile with the selected Pharma Activity record type. Company Product is an entity to track related information and provide an audit of the Pharma Products within a 1:1 Visit. To configure this tab, switch the toggle (1). Allow Record Management Enable adding or removing record functionality. FieldSet Name Select a previously configured specific field set for a proper view of the records. Read Only Product Id If disabled, the ProductId lookup is switched to read-only mode. Active Enable this option to make the tab available on the Activity Report page. Additional Parameter Additional SOQL-criteria are in use to the list of available records for the object, relation to which is specified in the Field To Show As Picklist field. They are used only when the Show Lookup As Picklist switch is enabled and the Field To Show As Picklist field is populated. Field To Show As Picklist The field API-name with lookup type is displayed as a picklist in a selected order. Show Lookup As Picklist If selected, the lookup field is replaced with the picklist with values that are available according to conditions specified in the Additional Parameter field. Please refer to the Company Product Tab Settings for a detailed description of the following settings. Competitor Product is an entity to track your competitor’s related information for particular clients within a visit. To configure this tab, switch the toggle (1). Allow Record Management Enable adding or removing record functionality. FieldSet Name Select a previously configured specific field set for a proper view of the records. Read Only Product Id If disabled, the ProductId lookup is switched to read-only mode. Active Enable this option to make the tab available on the Activity Report page. Additional Parameter Additional SOQL-criteria are in use to the list of available records for the object, relation to which is specified in the Field To Show As Picklist field. They are used only when the Show Lookup As Picklist switch is enabled and the Field To Show As Picklist field is populated. Field To Show As Picklist The field API-name with lookup type is displayed as a picklist in a selected order. Show Lookup As Picklist If selected, the lookup field is replaced with the picklist with values that are available according to conditions specified in the Additional Parameter field. Please refer to the Competitor Product Tab Settings for a detailed description of the following settings. This setting controls the displaying of the Inventory Tab on the Activity Report page for a user. To set up this tab, switch the toggle (1). Allow Record Management Enable adding or removing record functionality. FieldSet Name Select a previously configured specific field set for a proper view of the records. Read Only Product Id If disabled, the ProductId lookup is switched to read-only mode. Active Enable this option to make the tab available on the Activity Report page. Additional Parameter Additional SOQL-criteria are in use to the list of available records for the object, relation to which is specified in the Field To Show As Picklist field. They are used only when the Show Lookup As Picklist switch is enabled and the Field To Show As Picklist field is populated. Field To Show As Picklist The field API-name with lookup type is displayed as a picklist in a selected order. Show Lookup As Picklist If selected, the lookup field is replaced with the picklist with values that are available according to conditions specified in the Additional Parameter field. Please refer to the Inventory Tab Settings for a detailed description of the following settings. POS Materials is an entity to track the marketing materials distributed for particular clients within a visit. To configure this tab, switch the toggle (1). Allow Record Management Enable adding or removing record functionality. FieldSet Name Select a previously configured specific field set for a proper view of the records. Read Only Product Id If disabled, the ProductId lookup is switched to read-only mode. Active Enable this option to make the tab available on the Activity Report page. Additional Parameter Additional SOQL-criteria are in use to the list of available records for the object, relation to which is specified in the Field To Show As Picklist field. They are used only when the Show Lookup As Picklist switch is enabled and the Field To Show As Picklist field is populated. Field To Show As Picklist The field API-name with lookup type is displayed as a picklist in a selected order. Show Lookup As Picklist If selected, the lookup field is replaced with the picklist with values that are available according to conditions specified in the Additional Parameter field. Please refer to the POS Material Tab Settings for a detailed description of the following settings. This setting controls the displaying of the Pharma Event Members tab on the Activity Report page. To set up this tab, switch the toggle (1). Allow Record Management Enable adding or removing record functionality. FieldSet Name Select a previously configured specific field set for a proper view of the records. Read Only Product Id If disabled, the ProductId lookup is switched to read-only mode. Active Enable this option to make the tab available on the Activity Report page. Field To Show As Picklist The field API-name with lookup type is displayed as a picklist in a selected order. Show Lookup As Picklist If selected, the lookup field is replaced with the picklist with values that are available according to conditions specified in the Additional Parameter field. Please refer to the Event Member Tab Settings for a detailed description of the following settings. Expenses is an entity to hold the spendings related to the event. To configure this tab, switch the toggle (1). Allow Record Management Enable adding or removing record functionality. FieldSet Name Select a previously configured specific field set for a proper view of the records. Read Only Product Id If disabled, the ProductId lookup is switched to read-only mode. Active Enable this option to make the tab available on the Activity Report page. Field To Show As Picklist The field API-name with lookup type is displayed as a picklist in a selected order. Show Lookup As Picklist If selected, the lookup field is replaced with the picklist with values that are available according to conditions specified in the Additional Parameter field. Please refer to the Expenses Tab Settings for a detailed description of the following settings.","title":"CT Pharma Control Panel: Activity Report","component":"ctpharma","version":"","name":"ct-pharma-control-panel-activity-report","url":"/ctpharma/admin-guide/ct-pharma-control-panel/ct-pharma-control-panel-activity-report.html","titles":[{"text":"Location","hash":"CTPharmaControlPanel:ActivityReport-Location","id":1},{"text":"Record Type","hash":"CTPharmaControlPanel:ActivityReport-RecordType","id":2},{"text":"Activity Report Tabs","hash":"CTPharmaControlPanel:ActivityReport-ActivityReportTabs","id":3},{"text":"Company Product Tab Settings","hash":"CTPharmaControlPanel:ActivityReport-CompanyProductTabSettings","id":4},{"text":"Competitor Product Tab Settings","hash":"CTPharmaControlPanel:ActivityReport-CompetitorProductTabSettings","id":5},{"text":"Inventory Tab Settings","hash":"CTPharmaControlPanel:ActivityReport-InventoryTabSettings","id":6},{"text":"POS Material Tab Settings","hash":"CTPharmaControlPanel:ActivityReport-POSMaterialTabSettings","id":7},{"text":"Event Member Tab Settings","hash":"CTPharmaControlPanel:ActivityReport-EventMemberTabSettings","id":8},{"text":"Expenses Tab Settings","hash":"CTPharmaControlPanel:ActivityReport-ExpensesTabSettings","id":9}]},"313":{"id":313,"text":"This tab is related to the Calendar Tab Settings. You can define which calendar tab will be shown for which profile. To open Calendar: Click on CT Pharma Control Panel. Click on the Calendar tab. The Calendar opens. To select the Calendar visibility for a profile: Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Select Active tabs (2) of the Calendar that will be available for the profile. Select the Default view (3). Click Save (4). The Calendar tab visibility is configured for the selected profile. If you open the Calendar Tab Settings, you can see the configured profile in the list.","title":"CT Pharma Control Panel: Calendar","component":"ctpharma","version":"","name":"ct-pharma-control-panel-calendar","url":"/ctpharma/admin-guide/ct-pharma-control-panel/ct-pharma-control-panel-calendar.html","titles":[]},"314":{"id":314,"text":"This tab represents Setting up Division Target Frequency. To use Target Frequencies, you should associate User and Marketing Cycle divisions with Accounts and Contacts division fields. Previously, divisions should be created for the User and Marketing Cycle objects, and related division fields should be created for the Account and Contact objects. You can associate divisions via custom setting or via CT Pharma Control Panel: Divisions tab. If you create or remove division on the Divisions tab, the changes will be presented in Division Target Frequency Settings, and vice versa. To open Divisions tab: Click on CT Pharma Control Panel. Click on the Divisions tab. In the Name field, the name of the division is represented. To create a new division, click , enter a name, and click Add. If you enter a name, which is already in use, you will see an alert: If you have not created division with the same name for the User object, you will see an alert: To remove a division, select the required division (1) from the picklist, click (2), and then click Save (3). Associate User and Marketing Cycle divisions with Accounts and Contacts division fields: In Account Target Category field, add API name of the field of Account object that contains categories of the division. In Account Target Flag field, add API name of the field of Account object that contains the sign of belonging to the division. In Contact Target Category field, add API name of the field of Contact object that contains categories of the division. In Contact Target Flag field, add API name of the field of Contact object that contains the sign of belonging to the division. Switch on Enable Category selection and click Save, if you want to use the selected division.","title":"CT Pharma Control Panel: Divisions","component":"ctpharma","version":"","name":"ct-pharma-control-panel-divisions","url":"/ctpharma/admin-guide/ct-pharma-control-panel/ct-pharma-control-panel-divisions.html","titles":[{"text":"Name","hash":"CTPharmaControlPanel:Divisions-Name","id":1},{"text":"Division Fields","hash":"CTPharmaControlPanel:Divisions-DivisionFields","id":2}]},"315":{"id":315,"text":"For the correct functioning of the CT Pharma package, you should enter general system information. You can go to the Custom Settings tab and customize settings one by one, or go to the CT Pharma Control Panel with settings grouped by purpose. These settings are interchangeable. When you change something in a custom setting, the new data replaces the previous one in CT Pharma Control Panel and vice versa. On CT Pharma Control Panel, the General tab opens by default. Here you can see six sections. These settings are linked to the fields of Application Settings. You can configure activity settings in CT Pharma Control Panel, and the related changes will be applied in Application Settings. Max days for activity planning Up to 800 days. Drag the slider to specify the maximum length of marketing cycles. By default, the slider is on the 365 days mark. If you have a marketing cycle longer than 365 days, please change this value in these settings to the proper implementation of the marketing cycle. Create Related Activity Data records Use this setting to avoid the creation of the activities without Pharma Activity Data. Only records with completed Pharma Activity Data will be saved while a user saves an activity. If selected, related Pharma Activity Data, which is based on parameters of an active marketing cycle, are created in related lists. If unselected, related Pharma Activity Data will be displayed on the Pharma Activity Report page when you open the page. Share Activity with Joint Visit Users If selected, the access for a representative to view the manager’s Joint Visit Report is granted. This setting is linked to Next Call Settings in Custom Settings. When you create the next call either in CT Pharma Control Panel or in Next Call Settings, the new setting appears in both places. Enable Create New Activity if you want to create the next activity. Create the next call. To create the next call: Click + next to Action. The Next Activity Settings pop-up window opens. Fill in the information: Select the activity record type (1). Click + (2) to add the new line with mapped fields. In Field Name (3), add a field which is populated on the parent Activity and will be copied to the next call activity. In Field Value (4), add a field that will be populated with the value from the field of the previous activity. Click (5) to remove the line and the mapped fields. Click Add (6) to add the next call. The next call is created and added to the list. Click (1) to edit the setting Click (2) to remove the setting This setting is linked to the fields of Application Settings. You can set up activity settings in CT Pharma Control Panel, and the related changes will be applied in Application Settings. Advanced TF Logic This setting provides a possibility to define the list views based on the account or contact data. If selected, the data from records of the Target Frequency object will be copied to the account or contact. Recalculate TF Records If selected, the Target Frequency records will be deactivated for the previous marketing cycle and cloned for a new marketing cycle. This setting is linked to the Marketing Cycle Linking Settings. As for the Marketing Cycle Linking Settings, you should previously create a new link on the Marketing Cycle object in the Fields & Relationships section. To add a new Activity Linking: Click + next to Action. Fill in the information: Select the activity record type (1). Select Active (2) to activate the linking. Select the Field API Name (3) in the picklist. Click Add (4) to add the new linking. The new linking is created and added to the list. Click (1) to remove the setting. This setting is linked to the fields of Application Settings. You can set up activity settings in CT Pharma Control Panel, and the related changes will be presented in Application Settings. Enable objectives Enable objectives creation on the Pharma Activity Report, Accounts, and Contacts tabs. Enable Objective History tracking If selected and if the user populates the Next Call objective field, a new active record is created, and the previous record will be deactivated in the Objective object. If unselected, an existed record of the Objective object refreshes. Select Objective Tracking Period in the picklist. Keep objective history. Enter one of the values (month, quarter, year, a marketing cycle) to set up a tracking period. This setting is linked to the fields of Application Settings. You can set up activity settings in CT Pharma Control Panel, and the related changes will be presented in Application Settings. Show Page Headers: If selected, headers with the standard Salesforce tabs are shown on the Calendar and Activity Report tabs. Also, check Calendar Tab Settings to view the header setting to the Calendar.","title":"CT Pharma Control Panel: General","component":"ctpharma","version":"","name":"ct-pharma-control-panel-general","url":"/ctpharma/admin-guide/ct-pharma-control-panel/ct-pharma-control-panel-general.html","titles":[{"text":"Activity Settings","hash":"CTPharmaControlPanel:General-ActivitySettings","id":1},{"text":"Next Activity Settings","hash":"CTPharmaControlPanel:General-NextActivitySettings","id":2},{"text":"Target Frequency Settings","hash":"CTPharmaControlPanel:General-TargetFrequencySettings","id":3},{"text":"Marketing Cycle Settings","hash":"CTPharmaControlPanel:General-MarketingCycleSettings","id":4},{"text":"Objective Settings","hash":"CTPharmaControlPanel:General-ObjectiveSettings","id":5},{"text":"Additional Settings","hash":"CTPharmaControlPanel:General-AdditionalSettings","id":6}]},"316":{"id":316,"text":"This tab represents Triggers Settings. To open Triggers: Click on CT Pharma Control Panel. Click on the Triggers tab. Here you can activate, prevent re-execution, and add a comment next to the required triggers.","title":"CT Pharma Control Panel: Triggers","component":"ctpharma","version":"","name":"ct-pharma-control-panel-triggers","url":"/ctpharma/admin-guide/ct-pharma-control-panel/ct-pharma-control-panel-triggers.html","titles":[]},"317":{"id":317,"text":"CT Pharma Control Panel is an interface designed to speed up the CT Pharma package setup. All tabs listed below refer to the Custom Settings. The main page of the Panel consists of five tabs. Before using the Control Panel features, perform the following actions: Go to Setup → Custom Code → Visualforce Pages. Click Security next to AppControlPanel. Add the current user profile to the Enabled Profiles list and click Save. Go to Setup → Profiles. Select the current user profile and click Apex Class Access → Edit. Add the following classes to the Enabled Apex Classes list: CTPHARMA.AppControlPanelController CTPHARMA.RestHelper CTPHARMA.RestRouter CTPHARMA.RestService Click Save. This tab represents Application Settings, Next Call Settings, and Marketing Cycle Linking Settings. All settings are divided into categories according to the purpose. This tab represents the Calendar Tab Settings. You can define which calendar tab will be shown for which profile. This tab represents the following tabs: Company Product Settings Company Product Tab SettingsCompetitor Product Settings Competitor Product Tab SettingsEvent Member Tab Settings Event Member Tab SettingsExpenses Tab Settings Expenses Tab SettingsInventory Tab Settings Inventory Tab SettingsPOS Material Tab Settings Special Tracking Tab Settings Activity Report Filters. Customize tabs for the specific Pharma Activity Report according to the selected profile. Define Pharma Activity Report filters. Refer to Activity Report Tab Settings for more information. This tab represents Application Settings and Division Target Frequency Settings. This tab represents Triggers Settings. Refer to Triggers Management for more information.","title":"CT Pharma Control Panel","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/ct-pharma-control-panel/index.html","titles":[{"text":"Prerequisites","hash":"h2_1644201065","id":1},{"text":"General","hash":"h2_951662406","id":2},{"text":"Calendar","hash":"h2_1292798904","id":3},{"text":"Activity Report","hash":"h2_1996642697","id":4},{"text":"Divisions","hash":"h2_374856802","id":5},{"text":"Triggers","hash":"h2_1837685899","id":6}]},"318":{"id":318,"text":"After the CT Pharma package installation, creating the additional remote site, and assigning the CT Pharma licenses, profiles and permission sets to users, manage the Global record of Application Settings or create a new one if you want to specify more than one marketing cycle. To manage the Global record of Application Settings or create a new one, you can customize sets of data in the CT Pharma Control Panel or follow these steps: Go to Setup→ Custom Code → Custom Settings → click Manage next to Application Settings. Click Edit next to the Global record, or click New to create a new record. Specify the required parameters. Read the description of each parameter here. It is necessary to update records of Application Settings in case of using new divisions. Click Save. The setup is complete.","title":"6. Configuring Application Settings","component":"ctpharma","version":"","name":"configuring-application-settings","url":"/ctpharma/admin-guide/getting-started/configuring-application-settings.html","titles":[]},"319":{"id":319,"text":"Follow these steps to set up the CT Pharma package in your Salesforce organization: 1. Preparing the Salesforce Organization 2. Installing CT Pharma Package 3. Remote Site Settings 4. Managing CT Pharma Licenses 5. User Permission Settings 6. Configuring Application Settings","title":"Getting Started","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/getting-started/index.html","titles":[]},"320":{"id":320,"text":"Before the installation, allow users to relate contacts to multiple accounts. CT Pharma package can be installed on the following Salesforce Editions: Enterprise Unlimited Force.com Developer Performance To install the CT Pharma package: Follow the direct link to the managed CT CPG package on the AppExchange site. Alternatively, go to the AppExchange site, enter CT Pharma in the search box, and click CT Pharma in the search results. Click Get It Now for a 30-day free trial version. Select the installation type. The Install in Sandbox installation type requires production org credentials. Regardless of the installation type, you can use the CT Pharma package for 30 days in trial mode. Read the installation details, agree with terms and conditions, and click Confirm and Install. Select the security level of installation and click Install. It is recommended to select Install for Admins Only security level. A Salesforce organization can contain numerous profiles. It may be unwise to give admin permissions to all the users. Admin can set the permissions for specific users after the package installation. It will take some time for the CT Pharma package to be installed. You will receive the email at the specified email address when the process is finished. To view and manage the installed package, go to Setup → Installed Packages.","title":"2. Installing CT Pharma Package","component":"ctpharma","version":"","name":"installing-ct-pharma-package","url":"/ctpharma/admin-guide/getting-started/installing-ct-pharma-package.html","titles":[{"text":"Prerequisites","hash":"h2_1644201065","id":1},{"text":"Installation","hash":"h2_1315640814","id":2}]},"321":{"id":321,"text":"Table of Contents Grant Access to Users Restrict Access to Users The following Salesforce License options are available: Lightning Platform Sales Cloud Service Cloud Community Cloud Consumer Goods Cloud Health Cloud E-Commerce The administrator can grant or restrict access to users who can use the CT Pharma package functionality by managing licenses. To select users who can use the CT Pharma package functionality: Go to Setup (1) → Apps → Installed Packages (2). Click Manage Licenses (3) next to CT Pharma Solution. Click the Add Users button. Select users from the Available Users list. Click Add. Also, you can click Add All Users if you want to grant access to all users. The selected user appears in the list of users who have access to the CT Pharma package. To restrict access to the user(s): Go to Setup (1) → Apps → Installed Packages (2). Click Manage Licenses (3) next to CT Pharma Solution. Click Remove Multiple Users. Also, you can remove a single user by clicking Remove next to the user’s Full Name. Select users from the Available Users list. Click Remove. Also, you can click Remove All Users if you want to restrict access to the package for all users. The user(s) are removed from the list of users who have access to the CT Pharma package.","title":"4. Managing CT Pharma Licenses","component":"ctpharma","version":"","name":"managing-ct-pharma-licenses","url":"/ctpharma/admin-guide/getting-started/managing-ct-pharma-licenses.html","titles":[{"text":"Grant Access to Users","hash":"h2_1491098279","id":1},{"text":"Restrict Access to Users","hash":"h2_1361513113","id":2}]},"322":{"id":322,"text":"Before the CT Pharma installation, allow users to relate contacts to multiple accounts. Follow these steps: Go to Setup → Feature Settings → Sales → Account Settings. The Account Settings page is displayed. Click Edit. In the Contacts to Multiple Accounts Settings section, enable Allow users to relate a contact to multiple accounts. Click Save. The Salesforce organization is ready, and you can install the managed CT Pharma package.","title":"1. Preparing the Salesforce Organization","component":"ctpharma","version":"","name":"preparing-the-salesforce-organization","url":"/ctpharma/admin-guide/getting-started/preparing-the-salesforce-organization.html","titles":[]},"323":{"id":323,"text":"To configure and work with the full functionality of the managed CT Pharma package, create an additional remote site. If My Domain is not configured, the two required settings should be specified: Go to Setup → Security → Remote Site Settings. Click New Remote Site and add the first entry. In the Remote Site Name field, enter any name you like. In the Remote Site URL field, enter https://INSTANCE_NAME.salesforce.com. To obtain INSTANCE_NAME, go to Setup → Company Settings → Company Information → find the Instance field. Click Save. The remote sites are added.","title":"3. Remote Site Settings","component":"ctpharma","version":"","name":"remote-site-settings","url":"/ctpharma/admin-guide/getting-started/remote-site-settings.html","titles":[]},"324":{"id":324,"text":"Profile settings may be displayed in usual and enhanced mode. Configure users' profiles and permission sets to manage user access to certain CT Pharma functionality. We kindly ask you to perform all customization with a separate Administrator account. The administrator must have access to the CTPHARMA__Reference__c object. Create or use the preliminary profiles to assign the minimum permissions and access settings for specific groups of users. To extend users' access by granting more permissions, create permission sets. For more information, go to Salesforce Help: Profiles, Permission Sets. The Salesforce Critical Updates that were introduced at the beginning of 2020 require administrators to perform manual permissions configuration for all package users within their company.","title":"5. User Permission Settings","component":"ctpharma","version":"","name":"user-permission-settings","url":"/ctpharma/admin-guide/getting-started/user-permission-settings.html","titles":[{"text":"Profiles and Permission Sets","hash":"h2_945551765","id":1}]},"325":{"id":325,"text":"To create a Joint Visit report: In the created Joint Visit, click the JV report button and click New. Select template and click Submit. In the Joint User Activities section, select the user’s activity (one or several) to evaluate. Respond to questions and click Save. The result will be saved to the CTPHARMA__SkillMark__c object.","title":"Creating a Joint Visit Report","component":"ctpharma","version":"","name":"creating-a-joint-visit-report","url":"/ctpharma/admin-guide/managing-joint-visits/creating-a-joint-visit-report.html","titles":[]},"326":{"id":326,"text":"Joint Visit report template is used on the Activity Reports with the Joint Visit record type to estimate the representative’s skills. It is a set of skills grouped by criteria to estimate the representative’s work during the Joint Visit. Every skill can be estimated by a text answer and by selecting an answer from a picklist. To create Joint Visit report template: Go to the Joint Visit Report Templates tab and click New. Specify the Template Name and select the Active checkbox. Click Save. On the opened template page, click the Template Editor button. In the Template Editor section, click Add Category. Enter the category name and click Add. To add a new question, click Add skill and type the text of the question in the Name field. To add multiple answer options, click Add Criteria: Fill in the Mark Label field as the answer text. Fill in the Mark Value field as the score for the answer. If needed, fill Description to add a tooltip for the question. To make the question active, select the Active checkbox. Click Save and Close to save the template. The template is ready. Now you can plan a visit.","title":"Creating Joint Visit Report Template","component":"ctpharma","version":"","name":"creating-joint-visit-report-template","url":"/ctpharma/admin-guide/managing-joint-visits/creating-joint-visit-report-template.html","titles":[]},"327":{"id":327,"text":"Joint visit is a special kind of activity that acts as bottom line for the previous activities of that day if they were accomplished with a supervisor. The supervisor can report on these activities using the Joint Visit report according to the predetermined Joint Visit report template. Joint Visit is intended to estimate the representative’s skills using the preconfigured questionnaire and based on their activities. To do that: Create Joint Visit report template. Plan a Visit and estimate the representative’s skills by creating a Joint Visit report.","title":"Managing Joint Visits","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/managing-joint-visits/index.html","titles":[]},"328":{"id":328,"text":"The Skill Mark object is intended to store results of a Joint Visit report. Object API name: CTPHARMA__SkillMark__c Field API Name Type Description Description CTPHARMA__Description__c Long Text Area(32768) Stores tooltip for a Skill in the Joint Visit report template. Joint Visit Report CTPHARMA__JointVisitReportId__c Master-Detail(Joint Visit Report) ID of a Joint Visit report. Mark CTPHARMA__Mark__c Text(255) Stores answer to a Skill specified in a Joint Visit report template. Skill CTPHARMA__SkillId__c Lookup(Skill) Stores text of the question specified in a Joint Visit report template.","title":"Skill Mark Field Reference","component":"ctpharma","version":"","name":"joint-visit-report-field-reference","url":"/ctpharma/admin-guide/managing-joint-visits/joint-visit-report-field-reference.html","titles":[]},"329":{"id":329,"text":"To plan a visit: Go to Pharma Activities tab and click New. Select Joint Visit and click Next. Select: Joint User Start Date Type Click Save. Now, you can create a Joint Visit report.","title":"Planning a Visit","component":"ctpharma","version":"","name":"planning-a-visit","url":"/ctpharma/admin-guide/managing-joint-visits/planning-a-visit.html","titles":[]},"330":{"id":330,"text":"Table of Contents Create Objective for the Account Create Objective for the Contact Create Objective via Activity Report Create Objective via Next Call Objective Create Objective via Next Call Date Create Objective via Next Call Settings Objectives in the Marketing Cycle There are several options to create objectives: If you want to have a regular objective for the selected account, add an objective to the account’s related list. When you create a visit for the selected account and open the Pharma Activity Report, you will see a regular objective value in the Objective field. To create a regular objective for the account: Go to the Accounts (1) tab. Click the required account. Switch to the Related (2) tab. Click New (3) under Objectives. The New Objective pop-up window opens. Fill in the required fields. Select Account. The related Account is already in the field. Leave the Contact field blank if you want to have an objective only for the account. Enter Activity Index Number if you want to relate an objective to the existing activity. Set Active. Add Objective. Click Save. The objective is added to the account. On the Related tab of the selected Account, the user can view, edit, or remove all related objectives if he has the required permissions. When you create a visit related to this account, you can see the Objective field with the added value on the Activity Report. Contacts related to this account have the account’s objective too if they have not personal objectives. If you want to have a regular objective for the selected contact, add an objective to the contact’s related list. When you create a visit for the selected contact and open the Pharma Activity Report, you will see a regular objective value In the Objective field. To create a regular objective for the contact: Go to the Contacts (1) tab. Click the required contact. Switch to the Related (2) tab. Click New (3) under Objectives. The New Objective pop-up window opens. Fill in the required fields. Select Account or leave this field blank. Select Contact. The related Contact is already in the field. Enter Activity Index Number if you want to relate an objective to the specific activity. Set Active. Add Objective. Click Save. The objective is added to the contact. On the Related tab of the selected Contact, the user can view, edit, or remove all related objectives if he has the required permissions. When you create a visit related to the contact, you can see the Objective field with the added value on the Activity Report. If the account has its own objective, it will not be applied if the contact of this account has an objective too. If you want to create an objective for the particular visit: Create a visit on the CT Pharma Calendar. Open the related Activity Report. Enter the objective in the Objective field on the related Activity Report. Click Save. The objective is added to the particular visit. If you want to add an objective to all next visits: Create a visit on the CT Pharma Calendar. Open the related Activity Report. Add the objective to the Next Call Objective field. Change the Status field to Finished. Click Save. Create a visit with the same account and contact. On the Activity Report page, the value from the Next Call Objective field of the previous visit is in the Objective field. If you open the Activity Report of the parent visit, the Objective field is populated too. If you want to add an objective for a visit on a specific date: Create a visit on the CT Pharma Calendar. Open the related Activity Report. Add the objective to the Next Call Objective field. Add the required date to the Next Call Date field. Change the Status field to Finished. * Click Save. The next visit is automatically created on the selected date from the Next Call Date field. On the Activity Report page, the value from the Next Call Objective field of the previous visit is in the Objective field. If you have at least one next call in Next Call Settings, you should manually map fields that must be populated on the activity of the next call date. For further information, please refer to Next Call Settings. If you want to have a regular objective with the specific values, you should previously create the next call and then create a visit. To create the next call: Go to Setup (1) → Custom Code → Custom Settings (2) → Next Call Settings. Click Manage (3) next to Next Call Settings. The Next Call Settings page opens. You can also click Next Call Settings and then click Manage (3) on the opened page. Click New (4) to create the next call. Fill in fields: Name: add the Visit record type. Fields to update: add the Objective, AccountId, and ContactId fields to populate. To multiple fields, use a comma delimiter without spaces. Field Values: add a value that will be populated in the Objective, AccountId, and ContactId fields. To multiple fields, use a comma delimiter without spaces. Click Save. The next call is created. Also, you can go to CT Pharma Control Panel: General to customize the Objective Settings and Next Activity Settings sections. To create a visit using the Next Call Settings: Create a visit on the CT Pharma Calendar. Open the Activity Report. Add the value to the field mentioned in the Field Values field of the created next call. Add the required date to the Next Call Date field. Change the Status field to Finished. Click Save. The next visit is automatically created on the selected date from the Next Call Date field. On the Activity Report page, the value from the Values field of the next call is in the Objective field. Add objectives to the Marketing Cycle if needed. Previously, you should create a marketing cycle and configure all targeting and marketing settings. For further information, please refer to Targeting & Marketing Cycle. Use the Special Tracking entity to set and track the tasks and objectives for the active marketing cycle within a visit. Use a related tab of the Activity Report designed to set the objectives for the specific clients within the Marketing Cycle. For further information, please refer to the Special Tracking settings.","title":"Creating an Objective","component":"ctpharma","version":"","name":"creating-an-objective","url":"/ctpharma/admin-guide/objectives-management/creating-an-objective.html","titles":[{"text":"Create Objective for the Account","hash":"h2_1067184050","id":1},{"text":"Create Objective for the Contact","hash":"h2_1918027935","id":2},{"text":"Create Objective via Activity Report","hash":"h2_1178443252","id":3},{"text":"Create Objective via Next Call Objective","hash":"h2_721673061","id":4},{"text":"Create Objective via Next Call Date","hash":"h2_1497597530","id":5},{"text":"Create Objective via Next Call Settings","hash":"h2_1011142261","id":6},{"text":"Objectives in the Marketing Cycle","hash":"h2_97080500","id":7}]},"331":{"id":331,"text":"Object Label Object API Name Used Record Types Description Objective CTPHARMA__Objective__c Master This object stores the objectives' history and the active objective for the next activities to accounts and contacts. Pharma Activity CTPHARMA__Activity__c Visit This object contains record types related to accounts and contacts. Granular objectives will be created from the CTPHARMA__NextCallObjective__c fields. Active related activities will be put into CTPHARMA__Objective__c fields while criteria are applicable. Marketing Detail Tracking CTPHARMA__MarketingDetailTracking__c Special Tracking This object stores the KPI related to a particular marketing cycle with different attributes depends on the record type. Pharma Activity Data CTPHARMA__ActivityData__c Special Tracking This object stores different information captured during an activity. Special trackings are generated for the targeted clients based on a marketing detail tracking records for the active marketing cycle.","title":"Objectives Management Data Model","component":"ctpharma","version":"","name":"data-model-om","url":"/ctpharma/admin-guide/objectives-management/data-model-om.html","titles":[{"text":"The Data Model of Objectives Management","hash":"DataModel-OM-TheDataModelofObjectivesManagement","id":1},{"text":"Objects Description","hash":"DataModel-OM-ObjectsDescription","id":2}]},"332":{"id":332,"text":"Objective Management is the functionality designed for representatives to manage their own notes for the clients. Based on the configuration, the objective could be tracked during the time period before completion or repeated per each visit. Objective Personal objectives and notes used by representatives as a reminder for the particular client. Next Call Objective The option that allows creating an objective for the upcoming visit on the next selected date when the previous visit finished. Special tracking An entity to set and track the tasks and objectives for an active marketing cycle within a visit and related tab of the Activity Report designed to set the objectives for the specific clients within the Marketing Cycle. Set up Application Settings. Think about the objectives and tasks you need to track and audit during a visit. You have several options to create objectives. Check objectives in the Account and Contact related lists or in the Activity Reports. Use Special Tracking to track objectives via Marketing Cycles. In the Application Settings or in CT Pharma Control Panel: Enable Objectives. Enable Objective History tracking. Enter a period in Objective Tracking Period. Enable Create Next Activity if you want to use the Next Call Date option and Next Call Settings. Add Objectives related list to the Account and Contact objects. Create Objectives according to your business purposes: Add an Objective to the related list of the Account object if you want to have a regular objective for the account. Add an Objective to the related list of the Contact object if you want to have a regular objective for the contact but not for the account. Create an Objective for the selected activity via Activity Report if you want to have an objective only for the selected visit. Create Next Call Objective if you want to create an objective for the next visit when the previous one is finished. Create an Objective using the Next Call Date on the Activity Report if you want to add the objective for a visit on a specific date. Create an Objective using Next Call Settings if you want to use regular objectives with the specific values. Add Objective to the Marketing Cycle if needed: Set up Targeting & Marketing Cycle processes. Specify attributes for the Special Trackings Tab Settings. Log the Activity to verify the Tasks creation. Check the following settings to be fully aware of the Objectives functionality: Set up Application Settings. Enable all related options to use objectives. Check how you can create objectives and the difference between objective types: Create regular objectives for the accounts or contacts. Create specific objectives related to the account, contact, or activity. Create objectives using Next Call Settings. Check how to use objectives in the marketing cycles. Add Special Tracking to complete objectives aligned with the business purpose. See also: Targeting & Marketing Cycle Special Tracking Tab Settings","title":"Objectives Management","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/objectives-management/index.html","titles":[{"text":"Purpose","hash":"ObjectivesManagement-Purpose","id":1},{"text":"Main Terms","hash":"ObjectivesManagement-MainTerms","id":2},{"text":"Process Description","hash":"ObjectivesManagement-ProcessDescription","id":3},{"text":"Setup Steps","hash":"ObjectivesManagement-SetupSteps","id":4},{"text":"Configuring Objectives","hash":"h2_620578293","id":5}]},"333":{"id":333,"text":"To enable full functionality of the Objectives Management, you should previously set up Application Settings and add the Objectives related list to the Account and Contact objects. Also, you can go to CT Pharma Control Panel: General to customize the Objective Settings and Next Activity Settings sections. In the Application Settings: Enable Objectives. Enable Objective History tracking. Enter Objective Tracking Period. You can set a month, quarter, year, or cycle period. Enable Create Next Activity if you want to use the Next Call Date option and Next Call Settings. You can specify fields to fill in and values with the required information that will be added to these fields while creating the visit on the Next Call Date. Now, the Application Settings are configured. The next step is to add Objectives related list to the Account and Contact objects. To add a related list to the Account page layout: Go to Setup (1) → Object Manager → Account (2) → Page Layout (3). Click Account Layout (4). The Account Layout Settings opens. Go to the Related lists section and add the Objectives section by dragging it to the layout. Click Save. The related list is added. You can find the Objectives section on the Related tab of the selected account. Use the same steps to add the Objectives related list to the Contact object. The next step is to create an objective.","title":"Objective General Settings","component":"ctpharma","version":"","name":"objective-general-settings","url":"/ctpharma/admin-guide/objectives-management/objective-general-settings.html","titles":[]},"334":{"id":334,"text":"Object Label Object API Name Used Record Types Description Activity CTPHARMA__Activity__c Visit Event Timeoff Joint Visit This object contains record types related to accounts and contacts. Activity Data CTPHARMA__ActivityData__c Special Tracking POS Material Tracking Company Product Tracking Competitor Product Tracking Event Members Expenses This object stores different information captured during an activity. If activity is logged to a target account, Pharma Activity Data will be created based on a marketing detail tracking records for the active marketing cycle. Marketing Detail Tracking CTPHARMA__MarketingDetailTracking__c Special Tracking POS Material Tracking Company Product Tracking Competitor Product Tracking This object stores data such as product promotions, planned call rates, and others related to a particular marketing cycle depends on the record types.","title":"Activity Report Data Model","component":"ctpharma","version":"","name":"data-model-ar","url":"/ctpharma/admin-guide/pharma-activity-report/data-model-ar.html","titles":[{"text":"The Data Model of Activity Report","hash":"DataModel-AR-TheDataModelofActivityReport","id":1},{"text":"Objects Description","hash":"DataModel-AR-ObjectsDescription","id":2}]},"335":{"id":335,"text":"The following fields sets are created on the Pharma Activity custom object. Activities List 1:1 Visit Pharma Event Timeoff Joint Visit Joint Activities List When the CT Pharma package was installed for the first time, field sets are created while the installation process. If CT Pharma package was upgraded, these field sets should be manually created and added to the Pharma Activity layouts.","title":"Activity Report Default Configuration","component":"ctpharma","version":"","name":"default-configuration-ar","url":"/ctpharma/admin-guide/pharma-activity-report/default-configuration-ar.html","titles":[{"text":"Pharma Activity Layout Settings","hash":"fDefaultConfiguration-AR-PharmaActivityLayoutSettings","id":1}]},"336":{"id":336,"text":"Activity Report displays all information required for performing the planned activity within one page. In this section, learn about Activity Report interface, how to configure report settings and customize tabs on the Activity Report page for each activity. Activity Report Tab A tab that displays all information required for activity within one screen. Activity Layout Page layout controls the organization of fields, custom links, and related lists on the Activity Report pages. Activity Type A diversification of activities according to the purpose. In the CT Pharma package the Visit, Event, Timeoff, and Joint Visit record types are available by default. 1:1 Visit Activity type for a face-to-face meeting. Pharma Event Activity type to track meetings with multiple participants. Timeoff Activity type to log vacations and days off. Joint Visit Activity type used for managers to schedule activities with their subordinates. Company Product Tab An entity to track your company products or assortments within a visit. The corresponding related tab of the Activity Report provides an audit of the company’s products and assortments. Competitor Product Tab An entity to track competitor products within a visit. The corresponding related tab of the Activity Report tracks the competitor activity for particular clients. POS Materials Tab An entity to track the marketing materials distributed during a visit. The corresponding related tab of the Activity Report tracks the marketing materials distributed for particular clients. Special Tracking Tab An entity to set and track the tasks and objectives for the active marketing cycle within a visit. The corresponding related tab of the Activity Report is used to set the objectives for the specific clients within the marketing cycle. Event Members An entity to hold information about attendees of the event. The corresponding related tab is used to add attendees to an event. Expenses An entity to hold the spendings of the event. The corresponding related tab tracks the spendings of an event. A representative is opening the created activity and see the fields to fill in with details depending on the activity type. Detailing information could be created due to the marketing cycle if applied. Detailing information is displayed due to the marketing cycle and will be created if details are entered by the representative. A representative can switch the activity using the pre-defined filters. User can plan the next call from the Activity Report page User can manage objectives from the Activity Report page. User can view details only for the submitted activity. Set up Activity Report page layouts. 1:1 Visit Pharma Event Timeoff Joint Visit Set up Activity Report filters for the Activity Report tab. Customize Activity Report related tabs per visit and event record types. Add the Company Products, Competitor Products, POS Materials, and Special Trackings related tabs to the Activity Report for a visit. Add Event Members and Expenses related tabs to the Activity Report for an event. Set up access to Activity Report by overriding buttons. You can also customize these tabs for each Profile on the CT Pharma Control Panel: Activity Report tab. See also: CT Pharma Control Panel: Activity Report Marketing Detail Tracking Objectives Management","title":"Pharma Activity Report","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/pharma-activity-report/index.html","titles":[{"text":"Purpose","hash":"PharmaActivityReport-Purpose","id":1},{"text":"Main Terms","hash":"PharmaActivityReport-MainTerms","id":2},{"text":"Process Description","hash":"PharmaActivityReport-ProcessDescription","id":3},{"text":"Setup Steps","hash":"PharmaActivityReport-SetupSteps","id":4}]},"337":{"id":337,"text":"Table of Contents Create a Static Pharma Group Manage Static Pharma Group Members Create a static Pharma group and manage its members. To create a static Pharma group: Go to the Groups tab. Click New. Fill in the Pharma group parameters, such as: Enter Group Name. Select Group Type. It cannot be changed after saving the group. Leave the Dynamic Group checkbox unchecked. Read the description of each parameter here. Click Save. The static group of records is created. The SOQL Builder tab opens. Enter criteria using the OR / AND buttons. Check the SOQL Query record above the builder. Click Save and confirm. The static group is created. To view static Pharma group members, go to the Group Members tab. Click New to manually add a Pharma group member. A Pharma Group Member record will not be recalculated after changing the SOQL criteria. To recalculate a Pharma Group Member record, uncheck the Manual field on the added Pharma Group Member record. Add the Manual field to the Group Member page layout. An empty record cannot be added as a Pharma Group Member record; Only the records of the selected Group Type on the CT Pharma Group record can be added as a group member.","title":"Create a Static Pharma Group","component":"ctpharma","version":"","name":"create-a-static-pharma-group","url":"/ctpharma/admin-guide/pharma-groups-management/create-a-static-pharma-group.html","titles":[{"text":"Create a Static Pharma Group","hash":"h2_411285314","id":1},{"text":"Manage Static Pharma Group Members","hash":"h2_1766846133","id":2}]},"338":{"id":338,"text":"Table of Contents Create a Dynamic Pharma Group Manage Dynamic Pharma Group Members Update a Dynamic Pharma Group Recalculation per Record Schedule Recalculation Create a dynamic Pharma group and manage its members. To create a static Pharma group: Go to the Groups tab. Click New. Fill in the Pharma group parameters, such as: Enter Group Name. Select Group Type. It cannot be changed after saving the group. Select the Dynamic Group checkbox. Read the description of each parameter here. Click Save. The dynamic group of records is created. The SOQL Builder tab opens. Enter criteria using the OR / AND buttons. Check the SOQL Query record above the builder. Click Save and confirm. The dynamic group is created. To view dynamic Pharma group members, go to the Group Members tab. Click New to manually add a Pharma group member. A Pharma Group Member record will not be recalculated after changing the SOQL criteria. To recalculate a Pharma Group Member record, uncheck the Manual field on the added Pharma Group Member record. Add the Manual field to the Group Member page layout. An empty record cannot be added as a Pharma Group Member record; Only the records of the selected Group Type on the Pharma Group record can be added as a group member. To update a dynamic group, you can choose between recalculation per record, dependent on the Apex trigger activation, or scheduling recalculation manually. If a user creates, updates, or removes a record of the object that matches the criteria of the dynamic group, the GroupMemberProcess trigger immediately recalculates the dynamic group. It checks specific fields of the record and updates the corresponding dynamic group(s). Object records will not be recalculated if only the records of the child objects have been changed. By default, the dynamic groups are updated daily. The special Apex Schedule_DynamicGroup class will be run to update all the dynamic groups according to all the criteria for each parent and child objects. Manually added group members cannot be recalculated. To recalculate this record, unchecked the Manual field. For further information, please refer to Developer Salesforce: Apex Scheduler.","title":"Create and Update a Dynamic Pharma Group","component":"ctpharma","version":"","name":"create-and-update-a-dynamic-pharma-group","url":"/ctpharma/admin-guide/pharma-groups-management/create-and-update-a-dynamic-pharma-group.html","titles":[{"text":"Create a Dynamic Pharma Group","hash":"h2_2088856957","id":1},{"text":"Manage Dynamic Pharma Group Members","hash":"h2_657316184","id":2},{"text":"Update a Dynamic Pharma Group","hash":"h2_2007782862","id":3},{"text":"Recalculation per Record","hash":"h3_1694404096","id":4},{"text":"Schedule Recalculation","hash":"h3_1746193321","id":5}]},"339":{"id":339,"text":"These settings are optional. In this section: Get familiar with the Pharma Group and Pharma Group Member objects; Have a look at the difference between static Pharma groups and dynamic Pharma groups; Learn the SOQL builder options to create criteria for a group. Configure CT Pharma groups for managing Contacts, Accounts, CT Products, Users or your custom object per single tasks or scheduled processes. The limit is equal to 500 thousand records per group. If there are more records, a warning is displayed. A static group is a snapshot of records per specific time. It can be used to send ad hoc emails such as: announcements; invitations to the events; special offers of products; etc. Use dynamic groups to keep the lists of record per different objects up to date, e.g.: to create a group of users for the onboarding process; to create a group of clients who meet specific criteria, for example, were not visited during the last 2 weeks but have orders for more than $100 000; to derive the list of the most popular products based on product sales or numeric distribution; etc. SOQL Builder is used for creating a SOQL query to filter records in a Pharma group. On a high level, set up a query based on the parent object. Add up to a maximum of two subqueries applied to children’s records if needed. We do not recommend to use different fields with the same names in the SOQL queries. The reason is that Dynamic SOQL in the Managed Package uses the default package field and ignores the field with the same name, but with the package prefix. The SOQL builder buttons: Click to add criteria based on the fields of the object’s record; Click to add criteria in the brackets; Click to add criteria based on the fields of the child object record; Click to launch validation of the query. Pharma Groups are intended to store objects' records in alignment with SOQL filters applied to these objects and their child objects. Use Pharma Groups to assign tasks per clients' segment, run promotions for not popular products, or set up an onboarding procedure for new users. Follow the guidelines to configure Pharma Groups: If needed, specify a custom object to use in groups. Create static groups for ad hoc tasks, such as e-mail newsletters. Create and update dynamic groups for scheduled procedures, such as a group of users for the onboarding process.","title":"Pharma Groups Management","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/pharma-groups-management/index.html","titles":[{"text":"Group Types","hash":"h2_398360046","id":1},{"text":"Static Group","hash":"h3_1554410513","id":2},{"text":"Dynamic Group","hash":"h3_1007999912","id":3},{"text":"SOQL Builder to Filter Pharma Group Records","hash":"h2_514682594","id":4},{"text":"Configuring Pharma Groups","hash":"h2_817911510","id":5}]},"340":{"id":340,"text":"It is possible to specify desired objects that should be used in a static or dynamic group. Add a required object as a new group type: Go to Setup → Object Manager → Pharma Group → Fields & Relationships → Group Type → in the Values section, click New. As the picklist values, add the API name of an object you like to use and click Save. The API name must be written with a namespace prefix (if any) and postfix (if any). You may set any label for this picklist value. Go to Object Manager → Pharma Group Member → click New. Create a lookup from the Pharma Group Member to the object you specified in step 2. There must be only one lookup field for one object. Otherwise, we may not guarantee which lookup will be in use. The setup is complete. We recommend changing names of the given below Apex class and trigger to match your naming convention. To apply the dynamic group logic to objects, customize and add Apex class and trigger. In the Test_DynamicGroupExtension.cls Apex class, check the package name and specify API name of the required group object within /** SETUP THIS*/ and /** FINISH SETUP*/ . Click to see the Apex class /******************************************************************************* * Copyright Copyright(C) 2007-2021 Customertimes Corp. * Columbus Circle, 15th Floor, #1513 * New York, NY 10019 * mailto:support@customertimes.com * * Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation * files (the \"Software\"), to deal in the Software without restriction, including without limitation the rights to use, copy, * modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the * Software is furnished to do so, subject to the following conditions: * * The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. * * THE SOFTWARE IS PROVIDED \"AS IS\", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO * THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS * OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, * ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. */ @isTest public with sharing class Test_DynamicGroupExtension { /** SETUP THIS */ private static final String ctPackage = 'CTPHARMA'; private static final String objectName = 'OBJECT_API_NAME'; // Your object API name /** FINISH SETUP */ // Test variables private static final String targetName = 'Test Name'; private static String getName(String name) { return ctPackage + '__' + name; } @TestSetup static void setup() { SObject dynamicGroup = Schema.getGlobalDescribe().get(getName('Group__c')).newSObject(); dynamicGroup.put(getName('ObjectType__c'), objectName); dynamicGroup.put(getName('IsDynamic__c'), true); dynamicGroup.put(getName('GroupFilter__c'), 'Name Like \\'%' + targetName + '%\\''); dynamicGroup.put(getName('FieldList__c'), 'Name'); insert dynamicGroup; } @IsTest static void testInsert() { SObject currentObject = Schema.getGlobalDescribe().get(objectName).newSObject(); currentObject.put('Name', targetName); Test.startTest(); //Checking how the trigger works when inserting a record insert currentObject; Test.stopTest(); } @IsTest static void testUpdate() { SObject currentObject = Schema.getGlobalDescribe().get(objectName).newSObject(); currentObject.put('Name', targetName); Test.startTest(); //Checking how the trigger works when inserting a record insert currentObject; //We check the trigger when updating the record, dynamic groups should not work in this case currentObject.Name = 'testMark2'; update currentObject; Test.stopTest(); } @IsTest static void testDelete() { SObject currentObject = Schema.getGlobalDescribe().get(objectName).newSObject(); currentObject.put('Name', targetName); Test.startTest(); //Checking how the trigger works when inserting a record insert currentObject; //Checking how the trigger works when deleting a record delete currentObject; Test.stopTest(); } @IsTest static void testUndelete() { SObject currentObject = Schema.getGlobalDescribe().get(objectName).newSObject(); currentObject.put('Name', targetName); Test.startTest(); //Checking how the trigger works when inserting a record insert currentObject; //Checking how the trigger works when deleting a record delete currentObject; undelete currentObject; Test.stopTest(); } } In the DynamicGroupExtensionProcess.trigger Apex trigger: Check the package name. Instead of OBJECT_API_NAME, enter the API name of the required group object. Click to see the Apex trigger /******************************************************************************* * Copyright Copyright(C) 2007-2021 Customertimes Corp. * Columbus Circle, 15th Floor, #1513 * New York, NY 10019 * mailto:support@customertimes.com * * Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation * files (the \"Software\"), to deal in the Software without restriction, including without limitation the rights to use, copy, * modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the * Software is furnished to do so, subject to the following conditions: * * The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. * * THE SOFTWARE IS PROVIDED \"AS IS\", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO * THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS * OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, * ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. */ /** * SETUP THIS: * - Replace OBJECT_API_NAME with the api name of the object for which you want to enable Dynamic Groups. */ trigger DynamicGroupExtensionProcess on OBJECT_API_NAME (before delete, after insert, after update, after undelete) { if(Trigger.isInsert && Trigger.isAfter) { CTPHARMA.GlobalDynamicGroups.calculateGroupMembers(Trigger.new, Trigger.oldMap, 'ai'); } if(Trigger.isUpdate && Trigger.isAfter) { CTPHARMA.GlobalDynamicGroups.calculateGroupMembers(Trigger.new, Trigger.oldMap, 'au'); } if(Trigger.isUndelete && Trigger.isAfter) { CTPHARMA.GlobalDynamicGroups.calculateGroupMembers(Trigger.new, Trigger.oldMap, 'aud'); } if(Trigger.isDelete && Trigger.isBefore) { CTPHARMA.GlobalDynamicGroups.deleteGroupMembers(Trigger.old); } } Deploy the customized Apex class and trigger to your Salesforce instance using your IDE, Workbench, SFDX, or any other tool. The setup is complete.","title":"Specify a Custom Object for a Pharma Group","component":"ctpharma","version":"","name":"specify-a-custom-object-for-a-pharma-group","url":"/ctpharma/admin-guide/pharma-groups-management/specify-a-custom-object-for-a-pharma-group.html","titles":[{"text":"Add a Custom Object","hash":"h2_1226814596","id":1},{"text":"Set up Apex Class and Trigger","hash":"h2_1560790028","id":2}]},"341":{"id":341,"text":"In this section: Get familiar with Pharma Product record type; Read field description for the Pharma Product and Product Component objects. After the CT Pharma installation, there are Pharma Products with different record types divided by families and brands. The available record types: Company Product This record type is intended to store records of your company’s products. Competitor Product This record type is intended to store records of our competitor’s products. POS Material This record type is intended to store records of the auxiliary products, such as shelves, roll-stands, stoppers, and other items for the point-of-sales. Inventory This record type is intended to store records of the rented items for the point-of-sales. Bundle It is a Pharma Product that is a hub for Pharma Product records organized in a hierarchy. A bundle can include up to 3 child bundles. It is used for the CT Orders functionality and not added to the Pharma Product page layout.","title":"Pharma Products Management","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/pharma-products-management/index.html","titles":[{"text":"The Pharma Product Record Types","hash":"h2_160781133","id":1}]},"342":{"id":342,"text":"The Pharma Product object is intended to store detailed information regarding company and competitor products, including their physical parameters, quantity per delivery settings, and specific attributes that define the price calculation procedure. For the CT Orders functionality, it also stores Quantity per delivery settings and specific attributes that define the price calculation procedure. Object API name: CTPHARMA__Product__c Field API Name Type Description Active CTPHARMA__IsActive__c Checkbox If selected, the record is active and applied in business logic. Brand CTPHARMA__Brand__c Picklist Brand of a product. Bundle CTPHARMA__IsBundle__c Checkbox If selected, the product is a part of a bundle. Calculate Price On CTPHARMA__CalculatePriceLevel__c Picklist Defines the source for a price in the order: Header Components Default Availability Type CTPHARMA__DefaultAvailabilityType__c Picklist It defines whether a product is available by default. Available values: Available. The value will be set by default during the CT Orders package installation or update. Not Available. Description CTPHARMA__Description__c Long Text Area(32768) Description of a product. External Id CTPHARMA__ExternalId__c Text(255) (External ID) (Unique Case Sensitive) Product external identifier if integration is set up. Family CTPHARMA__Family__c Picklist Product family. Height(mm) CTPHARMA__Heigth__c Number (18, 0) Product physical parameter: height in millimeters. Ignore Component Availability orders__isIgnoreComponentAvailability__c Checkbox Applied for bundle components only. If true, the bundle component always available by Product Availability and Default Availability Type fields. Default value: false. Max Quantity Per Delivery CTPHARMA__MaxQuantityPerDelivery__c Number(18, 0) Max limit of products for delivery. Must be greater than Min Quantity Per Delivery. Min Quantity Per Delivery CTPHARMA__MinQuantityPerDelivery__c Number(18, 0) Min limit of products for delivery. Must be less than Max Quantity Per Delivery. Parent CTPHARMA__ParentId__c Lookup(CT Product) Parent product from a bundle/catalog. Set Quantity On CTPHARMA__SetQuantityLevel__c Picklist Defines the source for products quantity in the order: Header Components SKU CTPHARMA__IsSKU__c Checkbox If this product is the lower member of the Pharma Product hierarchy. Type CTPHARMA__Type__c Picklist A product type. Units in Package CTPHARMA__UnitsInPackage__c Number(18, 0) The ratio of adding a product. For example, if this number is 5, that means 5 units of this product will be added when clicking the \"plus\"(+) button on the order quantity field. Use Freebie Multiplier CTPHARMA__IsUseFreebieMultiplier__c Checkbox If selected, the freebies will be added with the specified multiplicity to the product amount. Weight (gr) CTPHARMA__Weight__c Number(16,2) Product physical parameter: weight in grams. Width (mm) CTPHARMA__Width__c Number(16,2) Product physical parameter: width in millimeters.","title":"Pharma Product Field Reference","component":"ctpharma","version":"","name":"pharma-product-field-reference","url":"/ctpharma/admin-guide/pharma-products-management/pharma-product-field-reference.html","titles":[]},"343":{"id":343,"text":"The Product Component object is a junction object between a bundle and a product and used in product management for CT Orders. One product can be a part of different bundles. Object API name: CTPHARMA_ProductComponent__c Field API name Type Description Bundle Bundle2Id__c Lookup(CT Product) A bundle that includes the current Salesforce product. The field must be manually created by the administrator. Bundle CTPHARMA__BundleId__c Lookup(Product2) A bundle that includes the current Pharma Product. Multiplier CTPHARMA__Multiplier__c Number(18,0) A multiplying factor sets the ratio for multiplying the number of products in the bundle. Product CTPHARMA__ProductId__c Lookup(CT Product) This is a lookup to store a Pharma Product identifier. Product Product2Id__c Lookup(Product2) This is a default lookup to the standard Product record in case of working with the CG Cloud solution. The field must be manually created by the administrator.","title":"Product Component Field Reference","component":"ctpharma","version":"","name":"product-component-field-reference","url":"/ctpharma/admin-guide/pharma-products-management/product-component-field-reference.html","titles":[]},"344":{"id":344,"text":"When the quiz is created, assign users who should pass the quiz: Go to the Quiz tab and click the appropriate Quiz record. Go to the Quiz Partakers section and click New Quiz Partaker. Add a user as the quiz partaker. Click Save. The quiz partaker is assigned. Get familiar with the Quiz interface to pass the quiz.","title":"Assign the Quiz Partaker","component":"ctpharma","version":"","name":"assign-the-quiz-partaker","url":"/ctpharma/admin-guide/quizzes-management/assign-the-quiz-partaker.html","titles":[]},"345":{"id":345,"text":"Before creating a quiz, add the Quizzes tab to the menu. To create a quiz: Go to the Quiz tab and click New. Select the appropriate record type and click Next. Fill in the quiz parameters, such as: Read the description of each parameter here. Specify the Start Date and End Date of the quiz availability to users; the percentage of the correct answers; the time limit if needed; enable the display of results; activate the quiz. Click Save. The Quiz record is created. Override the View button to view the Quiz information. Click Clone Quiz to create a new Quiz record based on this one; Currently available only in Salesforce Classic. Click Start Quiz to start passing the quiz; Click Delete Quiz to remove the quiz. Next, add questions to the quiz.","title":"Create a new Quiz","component":"ctpharma","version":"","name":"create-a-new-quiz","url":"/ctpharma/admin-guide/quizzes-management/create-a-new-quiz.html","titles":[]},"346":{"id":346,"text":"These settings are optional. In this section: Install the unmanaged CT Mobile: Quizzes package. Get familiar with the objects: Quiz Quiz Question Quiz Answer Quiz Partaker Quiz Completion Have a look at the Quiz Interface. Configure Quizzes for passing by representatives or customers. The unmanaged CT Mobile: Quizzes package should be installed to pass pre-configured questionnaires. Follow the link to install the package into your Salesforce org. Only the simple quizzes are supported (there is no functionality to display questions depending on the previous answers). Internal quizzes are designed to assess representatives' knowledge about CT Products, which are targeted at doctors and hospitals, and to get feedback about the representative’s daily routine. For example, how they conduct a meeting, what they like or do not like, how much time they spend on visits, etc. External quizzes may be used to get feedback from the doctors the representative visited. Each Quiz record has a number of related Quiz Question records. The passed Quiz is stored as the Quiz Completion record with the linked Quiz Answer records. The corresponding Quiz Answer record is related to the Quiz Partaker record. The administrator assigns Quiz Partakers by creating a Quiz Partaker record. Quizzes may be used for the following purposes: Marketing Investigation It is a survey to get feedback from the representatives. A quiz has no time restriction and required questions. Team Self Training Based on the marketing strategy and segmentation, a representative team studies the company recommendations for visiting target doctors. To pass the quiz, it is required to give a specific percent of the right answers. The quiz can be passed many times, and the results will be shown at the end of the quiz. Knowledge Estimation Estimate your representatives by restricting the time of a quiz and setting a passing score. Customer Feedback Collect the targeted doctors' feedback to improve the representative and doctor relationship. Follow the guidelines to set up quizzes: Specify the representative access to the Quizzes objects and specify the way to pass the quiz: Online by adding the quiz to the Home page or displaying the Quizzes tab. Offline in case of integration with the CT Mobile app (available only for the CT Mobile iOS). Configure your custom process, for example, to link a quiz to the CT Pharma Activity record. Override the View button of the Quiz object to have the ability to add questions and assign users. Add the Quizzes tab. Define the Quiz purpose and create the Quiz record with the required options. create questions for the quiz; specify the order of the questions; activate the Quiz record. Assign representatives to pass the quiz. You can test the quiz as the administrator and next assign it to users. Additionally, customize reports to view the quiz results.","title":"Quiz Management","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/quizzes-management/index.html","titles":[{"text":"CT Mobile: Quizzes","hash":"h2_450949748","id":1},{"text":"Quiz Model","hash":"h2_552352642","id":2},{"text":"Configuring Quizzes","hash":"h2_315475588","id":3}]},"347":{"id":347,"text":"By default, when a user opens the Quiz record, the standard page will be displayed. To launch the Quiz Visualforce page instead of having a standard Salesforce page, override the behavior of the View button: Go to Setup → Object Manager → Quiz → Buttons, Links, and Actions. Click Edit next to the View label. In the Override Properties section, select Visualforce page and QuizInformation[QuizInfo] next to Salesforce Classic Override. Click Save. The setup is complete. Now, when you click one of the buttons above, the Quiz Visualforce page will be open.","title":"Override Basic Action for Quiz","component":"ctpharma","version":"","name":"override-basic-action-for-quiz","url":"/ctpharma/admin-guide/quizzes-management/override-basic-action-for-quiz.html","titles":[]},"348":{"id":348,"text":"To specify questions for the Quiz record: Go to the Quiz tab and click the appropriate Quiz record. Go to the Questions section and click Create new question. Select the Question type and click Next. Specify the question. with the text type with the number type with the picklist type with the multipicklist type Click Save. Repeat steps 2–5 for all questions in the quiz. The questions are added. Next, specify users as quiz partakers.","title":"Specify Questions for Quiz","component":"ctpharma","version":"","name":"specify-questions-for-quiz","url":"/ctpharma/admin-guide/quizzes-management/specify-questions-for-quiz.html","titles":[]},"349":{"id":349,"text":"Tap the Start Quiz button on the Quiz page to open the quiz. Read the Quiz details and click Start to take the quiz. The Start button is unavailable if the current Quiz is not open yet or has already been finished. Click Back to List of your Quizzes to view assigned quizzes. Depending on the Quiz options, there can be a countdown timer. Click on the next or previous question, or click the question number to submit the answer to the current question. The question number will be highlighted with green color. Click Review to highlight the question number with orange color to not forget to verify an answer to the question. Click Summary to view quiz passing details. The green color is for the questions with answers, the orange color for the questions in a review, and the red color for unanswered questions. Click Send to send the quiz for approval and view results if applied. The Send button appears on the last question page if all answers are submitted. Depending on the Quiz options, check the correct answer percentage, view the right answers, and the number of attempts.","title":"The Quiz Interface","component":"ctpharma","version":"","name":"the-quiz-interface","url":"/ctpharma/admin-guide/quizzes-management/the-quiz-interface.html","titles":[{"text":"The Start Quiz Page","hash":"h2_1569177101","id":1},{"text":"The Quiz Question Page","hash":"h2_1684132167","id":2},{"text":"The Quiz Result Page","hash":"h2_236293130","id":3}]},"350":{"id":350,"text":"","title":"Marketing Cycle Data Model","component":"ctpharma","version":"","name":"data-model-mc","url":"/ctpharma/admin-guide/targeting-and-marketing-cycle/data-model-mc.html","titles":[]},"351":{"id":351,"text":"The Manage Targets button is hidden by default and must be added to the Account and Contact tabs by Administrator for users with the Manager role. Application Settings are customized. Alpha and Beta divisions are created. Division Target Frequency is set for Alpha and Beta divisions: the required fields on the Account and Contact objects are created and have relationship via Division Target Frequency Settings. The categories values are empty. Application Settings are set by default. Activity Link for 1:1 Visit is already created. Marketing Detail Tracking Record Types are installed with the package, but the specified record types are not set: Call Rate Company/Competitor Product POS Materials Special Tracking Marketing Detail Tracking is not associated with Target Frequency.","title":"Marketing Cycle Default Configuration","component":"ctpharma","version":"","name":"default-configuration-mc","url":"/ctpharma/admin-guide/targeting-and-marketing-cycle/default-configuration-mc.html","titles":[{"text":"Target Management Settings","hash":"DefaultConfiguration-MC-TargetManagementSettings","id":1},{"text":"Marketing Cycle Settings","hash":"DefaultConfiguration-MC-MarketingCycleSettings","id":2}]},"352":{"id":352,"text":"Table of Contents Purpose Main Terms Process Description Setup Steps Tailor your strategy for call frequency, products promoted for sell-in, products audit for a sell-out, and objectives to address your customers’ needs. Marketing Cycle A cycle is a wide term referring to trends or patterns that emerge during different market or business environments. The system entity is used as a hub for a particular time range and user division to set the visits KPI, special tracking, assortments audit. Marketing Detail Tracking A system entity designed to track different tasks/KPIs/objectives within the Marketing Cycle. Currently, the following Detail Tracking options are supported: Competitor tracking / Company tracking / Special Tracking / Call Rate / Assortments. Activity Linking A cycle setting that can specify that Marketing Detail Tracking would be tracked for the particular visit type only. Target Frequency A system entity that tracks the actual results for the particular objectives of the Marketing Cycle and flags clients that belong to your targeted segment or group. Call Rate A parameter for tracking the Marketing Cycle for the targeted clients and execution of planned visits. Company Product Tracking An activity related tab that is designed to provide an audit of companies' products. Competitor Product Tracking An activity related tab that is designed to track the competitor activity for the particular clients. Special Tracking An activity related tab that is designed to set the objectives for the specific clients within the Marketing Cycle. Think about User divisions in your company that could be different departments that have the same structure but works with different KPIs. Think about your Clients and segments/categories you want to use to work with them and whether that would be cross-team segmentation or you would target them differently for each user division. Prepare the system for the selected User division and Clients Categories. Understand what is the time range in your company to track trends via the Marketing Cycles. Set the Objectives/Company tracking/Product Tracking/Call Rate/POS material tracking per each client’s segment of the Marketing Cycle (that is unique for user division). Track the Marketing Cycle execution via the Dashboards and Reports. To use Marketing Cycle and Targeting options: Check Marketing Cycle & Target Management settings. Create and set up divisions. Setup Division Target Frequency. Add customer categories to Marketing Detail Tracking. Add product record types on Marketing Detail Tracking. Create Activity Link for automatic linking activity with a certain marketing cycle. Create Marketing Cycle. Target your potential customers to sell products. Use the Filter to see targeting Accounts and Contacts. Analyze the results via the Reports. Use these options to conduct research to gain knowledge about your customers, products, and competitors.","title":"Targeting & Marketing Cycle","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/targeting-and-marketing-cycle/index.html","titles":[{"text":"Purpose","hash":"h3_2085602804","id":1},{"text":"Main Terms","hash":"h3_1519431236","id":2},{"text":"Process Description","hash":"h3_1671735587","id":3},{"text":"Setup Steps","hash":"h3_78726740","id":4}]},"353":{"id":353,"text":"Table of Contents CT Pharma Version 2.57 Spring '25 CT Pharma Version 2.55 Winter '24 CT Pharma Version 2.52 Spring '24 CT Pharma Version 2.46.2 Patch CT Pharma Solution Summer '22 (2.46) CT Pharma Solution Spring '22 (2.45) CT Pharma Solution Spring '22 (2.44) CT Pharma Solution Spring '22 (2.43) CT Pharma Solution Autumn '21 (2.42) CT Pharma Solution Summer '21 (2.41) CT Pharma Solution Summer '21 (2.40) CT Pharma Solution Summer '21 (2.39) CT Pharma Solution Spring '21 (2.37) CT Pharma Solution Winter '21 (2.36) CT Pharma Solution Winter '21 (2.35) CT Pharma Solution Winter '21 (2.34) CT Pharma Solution Winter '21 (2.33) CT Pharma Solution Autumn '20 (2.32) CT Pharma Solution Autumn '20 (2.31) CT Pharma Solution Autumn '20 (2.30) CT Pharma Solution Autumn '20 (2.29) CT Pharma Solution Summer '20 (2.28) CT Pharma Solution Summer '20 (2.27) CT Pharma Solution Summer '20 (2.26) CT Pharma Solution Summer '20 CT Pharma Solution Spring '19 Here you could find a list of the versions of the managed CT Pharma package with release notes. Updating old API versions to 46. An error occurred while being fetched: unexpected token: error when opening Calendar. Incorrect display of the Employees Calendar tab in the legacy Calendar. You can now use formula fields when defining Account Target Category or Contact Target Category in Division Target Frequency Settings. New Calendar with improved usability and interface. Now you can manage activities and configure the calendar in a faster and more convenient way. Fixed displaying date in calendar: Date is now displayed as Day of the week + date, without month. For example, Mo 5 instead of 06/05. Days of the week are displayed in the language specified in the Calendar Locale field. Fixed the visit creation in case of interruption. Fixed an Account or Contact selection in the pop-up while creating a visit with the drag-and-drop. Fixed the Account search while creating a visit with the drag-and-drop. Fixed the ability to add reference fields to the Event Creation Pop-up window. Fixed frozen screen while creating a visit in case of interruption. Fixed the Event Creation Pop-up window position due to the inability to fill in the reference field. Fixed the display of list views with employees on the Employees Calendar tab. Add logic to support the Product Availability feature in case of integration with the CT Orders solution. Add logic to support the Product Availability feature in case of integration with the CT Orders solution. Add a new field on the CT Product object to support new functionality in Freebie Management in case of integration with the CT Orders solution. Add the ability to block the logic of creating related Activities. Ability to disable creating Activity records. Fixed the display of the Employees Calendar tab for the administrator. Support several different objects in the Calendar. Fixed the display of the Employees Calendar tab for the administrator. CG Cloud: Support the standard Salesforce Product and Retail Store objects in dynamic groups. Fixed the display of the list view for custom fields of the Activity object. The ability to reassign the Contact field with the master-detail relationship on the Reference object: if a user has access to the corresponding custom permission; the reparentable master-detail attribute is selected on the Contact field. Fixed the query in the old version of the Calendar. the App Exchange]. Fixed CheckMarx notes for Security Review passing. Fixed the URL address of the linked Activity record while opening in the current Joint Visit Report page. For integration with the CT Orders package: Add validation for the value in the Units In Package field of Pharma Product object according to the UnitsCountStep field of Promotion, Catalog, and Price Book Line Item objects. Code refactoring of the Activity Process trigger. Fixed search for the field with the Lookup Relationship type in the CT Pharma Activity Creation. Fixed issues with the record targeting. Fixed issues with the Mass Action functionality. Fixed incorrect field validation in the Activity creation. Fixed the filling out of the field with the Lookup Relationship type in the Activity creation. Internal Package Update: Copyrights to code are added. Update CI configuration. Fixed issues with the Mass Action functionality. New Feature: Pharma Groups are intended to store records in alignment with SOQL filters applied to objects and their child objects. Fixed display of the open by a right-click Context menu with actions. Fixed label display in the calendar Settings tab. Fixed issues with the Mass Action functionality. Fixed the selection of available record types per profile on the calendar Settings tab. The calendar Table tab: Fixed display of the fields in the selected list view. Fixed the filling out of the required fields in the CT Pharma Activity Creation pop-up. The calendar Hierarchy tab: Fixed the display of the fields with the Date or Datetime data type. Fixed incorrect creation of duplicate records via the Next Activity functionality. The calendar Hierarchy tab: Fixed search within the Account hierarchy. Fixed the display of the fields with the Date or Datetime data type. Fixed issues with the record targeting. Fixed issues after Security Review: missing checks for fields and object access are added. Fixed display of list views on the Calendar tab. Download the CT Pharma Spring '19 Release Notes.","title":"CT Pharma Release Notes","component":"ctpharma","version":"","name":"index","url":"/ctpharma/about-ct-pharma-solution/news/ct-pharma-release-notes/index.html","titles":[{"text":"CT Pharma Version 2.57 Spring '25","hash":"h2_1671420549","id":1},{"text":"New Features and Improvements","hash":"h3_834098121","id":2},{"text":"Fixes","hash":"h3_307313719","id":3},{"text":"CT Pharma Version 2.55 Winter '24","hash":"h2_240713834","id":4},{"text":"New Features and Improvements","hash":"h3_146315609","id":5},{"text":"CT Pharma Version 2.52 Spring '24","hash":"h2_308010787","id":6},{"text":"New Features and Improvements","hash":"h3_2112656071","id":7},{"text":"CT Pharma Version 2.46.2 Patch","hash":"h2_1160356590","id":8},{"text":"Fixes","hash":"h3_1617722775","id":9},{"text":"CT Pharma Solution Summer '22 (2.46)","hash":"h2_779436412","id":10},{"text":"Fixes","hash":"h3_285208193","id":11},{"text":"CT Pharma Solution Spring '22 (2.45)","hash":"h2_297672811","id":12},{"text":"Fixes","hash":"h3_1784863877","id":13},{"text":"CT Pharma Solution Spring '22 (2.44)","hash":"h2_297672817","id":14},{"text":"New Features and Improvements","hash":"h3_1642576463","id":15},{"text":"CT Pharma Solution Spring '22 (2.43)","hash":"_ct_pharma_solution_spring_22_2_43","id":16},{"text":"New Features and Improvements","hash":"_new_features_and_improvements","id":17},{"text":"CT Pharma Solution Autumn '21 (2.42)","hash":"h2_1798279454","id":18},{"text":"New Features and Improvements","hash":"_new_features_and_improvements_2","id":19},{"text":"CT Pharma Solution Summer '21 (2.41)","hash":"h2_779402464","id":20},{"text":"Fixes","hash":"h3_649865195","id":21},{"text":"CT Pharma Solution Summer '21 (2.40)","hash":"h2_779402463","id":22},{"text":"New Features and Improvements","hash":"h3_64899989","id":23},{"text":"Fixes","hash":"h3_21945923","id":24},{"text":"CT Pharma Solution Summer '21 (2.39)","hash":"h2_441324657","id":25},{"text":"New Features and Improvements","hash":"h3_2081664352","id":26},{"text":"CT Pharma Solution Spring '21 (2.37)","hash":"h2_2125912729","id":27},{"text":"Fixes","hash":"h3_101851711","id":28},{"text":"CT Pharma Solution Winter '21 (2.36)","hash":"h2_573558302","id":29},{"text":"New Features and Improvements","hash":"h3_338582951","id":30},{"text":"Fixes","hash":"h3_2101881790","id":31},{"text":"CT Pharma Solution Winter '21 (2.35)","hash":"h2_1221055321","id":32},{"text":"Fixes","hash":"h3_1910261704","id":33},{"text":"CT Pharma Solution Winter '21 (2.34)","hash":"h2_1617448608","id":34},{"text":"Fixes","hash":"h3_1504097203","id":35},{"text":"CT Pharma Solution Winter '21 (2.33)","hash":"h2_573558307","id":36},{"text":"New Features and Improvements","hash":"h3_1329800525","id":37},{"text":"Fixes","hash":"h3_2035158707","id":38},{"text":"CT Pharma Solution Autumn '20 (2.32)","hash":"h2_2006092865","id":39},{"text":"Fixes","hash":"h3_1619229522","id":40},{"text":"CT Pharma Solution Autumn '20 (2.31)","hash":"h2_1602808338","id":41},{"text":"New Features and Improvements","hash":"h3_322948445","id":42},{"text":"Fixes","hash":"h3_278342408","id":43},{"text":"CT Pharma Solution Autumn '20 (2.30)","hash":"h2_1126075017","id":44},{"text":"New Features and Improvements","hash":"h3_724315907","id":45},{"text":"Fixes","hash":"h3_690578655","id":46},{"text":"CT Pharma Solution Autumn '20 (2.29)","hash":"h2_1959038731","id":47},{"text":"Fixes","hash":"h3_928444768","id":48},{"text":"CT Pharma Solution Summer '20 (2.28)","hash":"h2_1796009731","id":49},{"text":"Fixes","hash":"h3_939553841","id":50},{"text":"CT Pharma Solution Summer '20 (2.27)","hash":"h2_1378612382","id":51},{"text":"Fixes","hash":"h3_1688877169","id":52},{"text":"CT Pharma Solution Summer '20 (2.26)","hash":"h2_1350270973","id":53},{"text":"Fixes","hash":"h3_1577151141","id":54},{"text":"CT Pharma Solution Summer '20","hash":"h2_1371327460","id":55},{"text":"Fixes","hash":"h3_1880520961","id":56},{"text":"CT Pharma Solution Spring '19","hash":"h2_1618107204","id":57}]},"354":{"id":354,"text":"To view metadata components included in the current installed CT Pharma version in your Salesforce org: Go to Setup → Apps → Packaging → Installed Packages. Click CT Pharma in the Package Name field. Click the View Components button. The list of metadata components opens. The list of metadata components that were removed from the CT Pharma managed package: Name Parent Object Type Available in Versions accountpicklisttables Target Frequency Settings Custom Field 1.0 - 1.83 accountpicklistvalues Target Frequency Settings Custom Field 1.0 - 1.83 activecompanyproducts Pharma Product List View 1.0 - 1.48 activecompetitorproducts Pharma Product List View 1.0 - 1.48 activeposmaterials Pharma Product List View 1.0 - 1.48 activitieslistfieldsetname Pharma Activity Settings Custom Field 1.1 - 1.83 all Objective List View 1.0 - 1.48 all Pharma Activity List View 1.0 - 1.49 all Pharma Product List View 1.0 - 1.48 all Reference List View 1.0 - 1.48 all Target Frequency List View 1.0 - 1.48 all Inventory List View 1.18 - 1.48 allcompanyproducts Pharma Product List View 1.0 - 1.48 allcompetitorproducts Pharma Product List View 1.0 - 1.48 allposmaterials Pharma Product List View 1.0 - 1.48 allproducts Pharma Product List View 1.0 - 1.48 calendarsettingslayout Pharma Calendar Settings Page Layout 1.0 call_report Pharma Activity Button or Link 1.75 - 1.82 callreportfiltercriteria Application Settings Custom Field 1.0 - 1.44 contactpicklisttables Target Frequency Settings Custom Field 1.0 - 1.83 contactpicklistvalues Target Frequency Settings Custom Field 1.0 - 1.83 deliverydates Account Custom Field 2.0 - 2.22 enablecategoryselection Target Frequency Settings Custom Field 1.0 - 1.83 Inventory Tab 1.18 - 1.48 joinvisitfieldsetname Pharma Activity Settings Custom Field 1.0 - 1.83 labeltranslator Apex Class 1.83 - 1.86 labeltranslatorcontroller Apex Class 1.83 - 1.86 objective Tab 1.0 - 1.48 oneonevisitfieldsetname Pharma Activity Settings Custom Field 1.0 - 1.83 pharmaactivitysetting Custom Object 1.0 - 1.83 pharmaeventfieldsetname Pharma Activity Settings Custom Field 1.0 - 1.83 pharmatogo Document 1.0 - 1.18 product Tab 1.0 -1.48 reference Tab 1.0 - 1.48 samplecalendardata Document 1.0 -1.1 targetfrequency Tab 1.0 -1.48 test Reference Custom Field 1.7 - 1.44 tfsetting Custom Object 1.0 - 1.83 timeofffieldsetname Pharma Activity Settings Custom Field 1.0 - 1.83 user layout Change Request Page Layout 1.83 - 1.88 objective layout Objective Page Layout 1.0 - 1.17","title":"List of Metadata Components Removed from CT Pharma Package","component":"ctpharma","version":"","name":"list-of-metadata-components-removed-from-ct-pharma-package","url":"/ctpharma/about-ct-pharma-solution/news/ct-pharma-release-notes/list-of-metadata-components-removed-from-ct-pharma-package.html","titles":[]},"355":{"id":355,"text":"Here we highlight the required actions due to Salesforce Releases affecting CT Pharma operation. Salesforce Spring '21 Release Salesforce Winter '21 Release Salesforce Winter '20 Release: Critical Updates","title":"Salesforce Updates","component":"ctpharma","version":"","name":"index","url":"/ctpharma/about-ct-pharma-solution/news/salesforce-updates/index.html","titles":[]},"356":{"id":356,"text":"In the new release, Salesforce is restricting the login ability for users belonging to standard external Community profiles or Portal profiles. It means that users who are assigned to standard external profiles will not be able to log in into the customer’s Community or Portal unless the customer opted out or turned on the applicable preference in Communities or Site Settings prior to the release. ISV applications will not be accessible by such users. To avoid disruptions: Clone the standard Community/Portal profile(s) currently in use for login, change object permissions to meet their business needs, and re-assign active users to the new profile. If continued use of standard external profiles is required, go to Setup → Release Updates → activate Allow Users to Use Standard External Profiles to Self-Register and Log Into Communities and Portals. In the case of using standard external profiles in the test Apex classes or otherwise, update all components that refer to standard profiles if step 2 is not taken. The setup is complete.","title":"Salesforce Spring '21 Release","component":"ctpharma","version":"","name":"salesforce-spring-21-release","url":"/ctpharma/about-ct-pharma-solution/news/salesforce-updates/salesforce-spring-21-release.html","titles":[]},"357":{"id":357,"text":"Announced critical updates Impacted functionality Recommended actions Grant permissions to Custom Settings Via Profile settings Via Permission Set Settings Grant permission to Custom Metadata Type Via Profile settings Via Permission Set settings Salesforce has announced two critical updates to be released at thebeginning of 2020. The administrator of the CT Pharma package must perform additional configuration for the current profiles before the update is released, otherwise the CT Pharma package proper functioning will be impossible. Require Customize Application permission for direct read access to custom settings Currently, users without Customize Application permission can read custom settings using different APIs that are provided by Salesforce. Following the \"secure by default\" approach, read access for users without Customize Application permission will be revoked with this update. System Administrator needs to perform the actions that are described in this article to allow access to custom settings to non-admin CT Pharma users (via profiles or permission sets). 3 January 2020 Require Customize Application permission for direct read access to custom metadata types Currently, users without Customize Application permission can read unprotected custom metadata types using different APIs that are provided by Salesforce. Following the \"secure by default\" approach, read access for users without Customize Application permission will be revoked with this update. System Administrator needs to perform the actions that are described in this article to explicitly grant access to custom metadata types to non-admin CT Pharma users (via profiles or permission sets). 17 February 2020 You can allow direct read access to Custom Settings and Custom Metadata Type by editing: Profile settings Permission Set settings. For the first option, you will need to configure each profile separately, or you can edit a permission set and assign it to all users you want to grant read access to. After updating the permissions configuration, launch full synchronization on devices with installed CT Mobile to apply the changes. The following features will be blocked: Targeting functionality Activity Detailing Joint Visits To avoid possible issues, we recommend you to perform a test configuration for your package before the automatic updates take place. The update can be manually activated and rolled back after testing. Follow the instructions below to set up desired profiles and check proper package functioning. Use the sandbox environment to perform testing. If you encounter any issues, please, address them to Salesforce support immediately. To set up permissions for direct read access to custom settings for a profile: Go to Setup (1) → Users → Profiles (2). Click Edit (3) next to a profile you want to configure. Go to the Enabled Custom Setting Definitions Access section. Click Edit. Select the following Available Custom Setting Definitions from the list: all package custom setting definitions with the CT Pharma prefix. all project-specific custom setting definitions (any additional non-package custom settings added by the company’s admin); the Digital Signature Settings custom setting definition (if the Documents Module is used on your project). Click Add. Click Save. To set up permissions for direct read access to custom settings for a permission set: Go to Setup (1) → Users → Permission Sets (2). Select a permission set which you want to configure (3) or create a new permission set (4). On the Permission Set Overview page that opens, scroll to the Apps section, and click Custom Settings Definitions. On the next page, click Edit next to the Custom Settings Definitions. Select the following Available Custom Settings Definitions from the list: all package custom setting definitions with the CT Pharma prefix. all project-specific custom setting definitions (any additional non-package custom settings added by the company’s admin); the Digital Signature Settings custom setting definition (if the Documents Module is used on your project). Click Add. Click Save. Selected setting will be applied. Assign the newly configured permission set to required users. To set up permission for direct read access to custom metadata types for a profile: Go to Setup (1) → Users → Profiles (2). In the list of profiles, select a profile you wish to configure (3). Go to the Enable Custom Metadata Type Access section. Click Edit. Select the following Available Custom Metadata Types: package metadata types with the CT Pharma prefix: CT Pharma Solution.CTPHARMA.ActivitySync. all project-specific metadata types (any additional non-package metadata types). Click Add Click Save. To set up permission for direct read access to custom metadata types for a permission set: Go to Setup (1) → Users → Permission Sets (2). Select a permission set (3) which you want to configure or create a new permission set (4). On the Permission Set Overview page that opens, scroll to the Apps section and click Custom Metadata Types. On the next page, click Edit next to the Custom Metadata Types. Select the following Available Custom Metadata Types: Package metadata types with the CT Pharma prefix: CT Pharma Solution.CTPHARMA.ActivitySync. All project-specific metadata types (any additional non-package metadata types). Click Add. Click Save. Selected Custom Metadata Type will be enabled. Assign the newly configured permission set to the required users.","title":"Salesforce Winter '20 Release: Critical Updates","component":"ctpharma","version":"","name":"salesforce-winter-20-release-critical-updates","url":"/ctpharma/about-ct-pharma-solution/news/salesforce-updates/salesforce-winter-20-release-critical-updates.html","titles":[{"text":"Announced critical updates","hash":"Criticalupdates-Announcedcriticalupdates","id":1},{"text":"Impacted functionality","hash":"Criticalupdates-Impactedfunctionality","id":2},{"text":"Recommended actions","hash":"Criticalupdates-Recommendedactions","id":3},{"text":"Grant permissions to Custom Settings","hash":"Criticalupdates-GrantpermissionstoCustomSettings","id":4},{"text":"Via Profile settings","hash":"Criticalupdates-ViaProfilesettings","id":5},{"text":"Via Permission Set Settings","hash":"Criticalupdates-ViaPermissionSetSettings","id":6},{"text":"Grant permission to Custom Metadata Type","hash":"Criticalupdates-GrantpermissiontoCustomMetadataType","id":7},{"text":"Via Profile settings","hash":"Criticalupdates-ViaProfilesettings.1","id":8},{"text":"Via Permission Set settings","hash":"Criticalupdates-ViaPermissionSetsettings","id":9}]},"358":{"id":358,"text":"Due to Salesforce does not support the Private Browsing mode (Incognito) in Lightning Experience, do not use this mode in any browser when working with the following: Joint Visit Template Editor Joint Visit Report Calendar Change Request pages Activity Report Marketing Detail Tracking Personal Marketing Cycle Buttons Mass Managing (Account or Contact) Targets Add Selected to Event Otherwise, set up third-party cookies to use the CT Mobile package features in Lightning Experience via the incognito mode. For example, if you are using Google Chrome, follow the instructions here.","title":"Salesforce Winter '21 Release","component":"ctpharma","version":"","name":"salesforce-winter-21-release","url":"/ctpharma/about-ct-pharma-solution/news/salesforce-updates/salesforce-winter-21-release.html","titles":[]},"359":{"id":359,"text":"Table of Contents Calendar Interface Table View Hierarchy View Employees Calendar Settings List View The Calendar page has 5 tabs by default. Customize the display of each tab per user profile with the help of Calendar Tab Settings. By default, when a user opens a Calendar tab, they jump to the Table View tab. Get familiar with the available buttons and interface. The Table View tab is a place to manage activities for the Account, Contacts, or Reference records. Select a list view and click Go to view corresponding Account or Contact records. The Hierarchy View tab is a place to manage activities for the Account, Contacts, or Reference records. Select a list view and click Go to view corresponding Account or Contact records in the tree structure. The Employees Calendar tab is a place for a supervisor to view the representative’s activities and create the CT CPG Activity records with the Joint Visit record type to estimate the representative’s skills. The representative’s activities are marked with a gray color by default. If the supervisor has his own CT CPG Activities, he should manage them on the Table View or Hierarchy View tab. The Settings tab is intended to customize the calendar per user division. For user convenience, the tab is divided into sections, such as Calendar Setup, Customize Events, etc. The List View tab is intended to manage available list views for the Account, Contact, and Reference records.","title":"Calendar Interface","component":"ctpharma","version":"","name":"calendar-interface","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/calendar-interface.html","titles":[{"text":"Calendar Interface","hash":"h2_88456521","id":1},{"text":"Table View","hash":"h2_817238099","id":2},{"text":"Hierarchy View","hash":"h2_528606302","id":3},{"text":"Employees Calendar","hash":"h2_989699835","id":4},{"text":"Settings","hash":"h2_681682073","id":5},{"text":"List View","hash":"h2_661653765","id":6}]},"360":{"id":360,"text":"Calendar tab settings are responsible for the visibility of the Pharma Calendar tabs. Create a customized calendar tab view for required user roles and profiles. We recommended the following visibility of the tabs: Representative Supervisor / Manager Administrator The representative should have the ability to manage their activities and Activity Reports. Table View Hierarchy View (optional) The supervisors should have the ability to view representatives' activities, train representatives, and estimate their work by using Joint Visit Reports. Table View Hierarchy View (optional) Employees Calendar List Views (optional) The administrator should have the ability to customize Calendar for each user role and creates the list views. Table View Hierarchy View Employees Calendar Settings List Views To create a new calendar tab setting: Go to Setup → Custom Code → Custom Settings → click Manage next to Calendar Tab Settings. On the next page, click New to create a new record or click Edit Specify The Default Tab to open when a user goes to the Calendar tab; Select available tabs to view according to the user role, for example, Hierarchy View Tab and List Views Tab. Read the description of each parameter here. Click Save. The setup is complete.","title":"Create a New Record of Calendar Tab Settings","component":"ctpharma","version":"","name":"create-a-new-record-of-calendar-tab-settings","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/create-a-new-record-of-calendar-tab-settings.html","titles":[{"text":"Create a Calendar Tab Settings Record","hash":"h2_718662688","id":1}]},"361":{"id":361,"text":"In this section: Get familiar with the Calendar interface for each Calendar tab; View the default Calendar Tab Settings and Calendar Settings. Read field description for Planning Calendar Settings objects. Configure Calendar for managing activities. By default, the following Calendar Tab Settings record is applied for the whole Salesforce organization. Create new Calendar Tab Settings records for required user roles, for example, representatives and supervisors. The Table View tab is shown by default with four list views: All Accounts, All Contacts, My Target Accounts, My Target Contacts. On the Settings tab, the Alpha and Beta user divisions are available. The Alpha user division is set by default. The administrator must have access to the CTPHARMA__Reference__c object. The following settings are defined by default for the Alpha user division and stored in the Planning Calendar Settings record: In the Target Frequency section, the Use target frequency option is selected. To set up the Target Frequency records, go to the Configuring Targeting and Marketing Cycles section. The Week view is set for the calendar grid. The working hours are from 9:00 to 18:00 in the 24-hour time format. For the Hierarchy tab, the Account and Contact fields are specified. The corresponding color is assigned to each of the available Activity statuses. There are icons, durations by default, and the assigned Activity Report page to view the detailed Activity information for available Activity record types. The pre-configured tips for Event (Activity), Account, and Reference objects are enabled by default. There are pre-configured Event Creation Windows for available Activity record types. The Visit record type of the Activity object is set for the drag-n-drop Activity creation. Mass actions can be performed only in the Day view. The Calendar functionalities are used to manage CT CPG Activity records. Follow the guidelines to customize the Calendar view according to user division categories. Grant users access to the required CT CPG Calendar’s functionality. Users should have access to the Planning Calendar Settings object. To display Calendar tabs in the non-English language, add the Calendar Locale field to the User object layout and specify the required language. Also, the current user’s language affects Calendar tabs. Specify Calendar tabs for each user type. On the Settings tab, customize the Table View and Hierarchy View tabs and available actions for each user division. Manage list views to filter records on the Table View and Hierarchy View tabs. Get familiar with the CT CPG Activity management on the Table View, Hierarchy View, and Employees Calendar tabs. If the Activity Sync functionality enabled, the associated Task and Event records will be presented as the CT CPG Activity records on the Calendar grid. If specified, a CT CPG Activity record will be open on the corresponding Activity Report page.","title":"Legacy Calendar Management","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/index.html","titles":[{"text":"Calendar Tab Settings","hash":"h2_1141916048","id":1},{"text":"The Pharma Calendar page","hash":"h2_1857539359","id":2},{"text":"The Settings tab on the Pharma Calendar page","hash":"h3_1602162167","id":3},{"text":"Configuring Calendar","hash":"h2_1353136307","id":4}]},"362":{"id":362,"text":"Table of Contents Planning Joint Visits with a Left-click Planning Joint Visits with a Right-click Planning Joint Visits with a Mass Action Mass Actions: Copy and Move Mass Actions: Delete A supervisor can create a Joint Visit record to one of their representative’s Pharma activity on the Employees Calendar tab, if: the administrator customized the Pharma Activity display on the Settings tab and created the list views on the List View tab; a representative created a Pharma Activity record related to the Account or Contact record on the Table View or Hierarchy View tab. Enable the left-click action in the Calendar Settings: Calendar Setup section. To create a Joint Visit: Go to Calendar → Employees Calendar. In the Select user field, select the representative and click Go. Representatives are grouped by user roles. Select the Use employee timezone checkbox if needed. Left-click on a cell in the Calendar grid next to the representative’s Pharma Activity record. We recommend to set up a color for another user’s activities. In the open pop-up, select a Joint Visit record type from the picklist and click Select. If customized, fill out fields in the Joint Visit Creation pop-up and click Create. Click Save on the Employees Calendar tab. The Joint Visit is created. According to the Invert click logic checkbox and the specified layout, click/double-click the Joint Visit record to open the Joint Visit details page. According to the Invert click logic checkbox, click/double-click the Joint Visit record to delete it. If enabled, drag-and-drop the Join Visit record on another day. Drag the bottom border of the Joint Visit record to change its duration. Add available record types in the Calendar Settings: Customize Context section. To create a Joint Visit: Go to Calendar → Employees Calendar. Right-click on a cell in the Calendar grid next to the representative’s Pharma Activity record. We recommend to set up a color for another user’s activities. Click the Joint Visit record type from the actions. We recommend restricting the available record types on the Employees Calendar tab. If customized, fill out fields in the Joint Visit Creation pop-up and click Create. Click Save on the Employees Calendar tab. The Joint Visit is created. According to the Invert click logic checkbox and the specified layout, click/double-click the Joint Visit record to open the Pharma Activity details page. According to the Invert click logic checkbox, click/double-click the Joint Visit record to delete it. If enabled, drag-and-drop the Joint Visit record on another day. Drag the bottom border of the Joint Visit record to change its duration. Allow mass actions for the user profile in the Calendar Settings: Mass Actions section. To manage Joint Visits using a mass action: Go to Calendar → Hierarchy View. Right-click a cell on the Calendar grid. Click the appropriate mass action from the actions: Copy to copy activities of the day (where you click the cell) or of the whole week if enabled. Move to move activities of the day (where you click the cell) or of the whole week if enabled. If the Day and Week option enabled, click Day or Week in the pop-up to apply the mass action for Pharma Activities of a single selected day or of the whole week started from the selected day. In the next pop-up, select a day to copy or move_Joint Visits_ to that day or to the week started from the selected day, and click Copy events/Move events. Click Save on the Employees Calendar tab. Joint Visits are copied or moved. To manage Joint Visits using a mass action: Go to Calendar → Hierarchy View. Right-click a cell on the Calendar grid. Click the Delete action from the actions. If the Day and Week option enabled, click Day or Week in the pop-up to delete Joint Visits of a single selected day or of the whole week started from the selected day. Click Delete events. Click Save on the Employees Calendar tab. Joint Visits are deleted.","title":"Manage Activities on the Employees Calendar Tab","component":"ctpharma","version":"","name":"manage-activities-on-the-employees-calendar-tab","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/manage-activities-on-the-employees-calendar-tab.html","titles":[{"text":"Planning Joint Visits with a Left-click","hash":"h2_2034850802","id":1},{"text":"Planning Joint Visits with a Right-click","hash":"h2_540787025","id":2},{"text":"Planning Joint Visits with a Mass Action","hash":"h2_1144528364","id":3},{"text":"Mass Actions: Copy and Move","hash":"h3_632475968","id":4},{"text":"Mass Actions: Delete","hash":"h3_1934690656","id":5}]},"363":{"id":363,"text":"Table of Contents Planning Pharma Activities with a Left-click Planning Pharma Activities with a Right-click Planning Pharma Activities with a Drag-and-drop Planning Pharma Activities with a Mass Action Mass Actions: Copy and Move Mass Actions: Delete When the administrator customized the Pharma Activity display on the Settings tab and created the list views on the List View tab, a representative can create a Pharma Activity record related to the Account or Contact record on the Hierarchy View tab. Enable the left-click action in the Calendar Settings: Calendar Setup section. To create a Pharma Activity: Go to Calendar → Hierarchy View. Left-click on a cell in the Calendar grid. In the open pop-up, select a record type from the picklist and click Select. If customized, fill out fields in the Pharma Activity Creation pop-up and click Create. Click Save on the Hierarchy View tab. The Pharma Activity is created. According to the Invert click logic checkbox and the specified layout, click/double-click the Pharma Activity record to open the Pharma Activity details page. According to the Invert click logic checkbox, click/double-click the Pharma Activity record to delete it. If enabled, drag-and-drop the Pharma Activity on another day. Drag the bottom border of the Pharma Activity record to change its duration. Add available record types in the Calendar Settings: Customize Context section. To create a Pharma Activity: Go to Calendar → Hierarchy View. Right-click on a cell in the Calendar grid. Click the appropriate record type from the actions. If customized, fill out fields in the Pharma Activity Creation pop-up and click Create. Click Save on the Hierarchy View tab. The Pharma Activity is created. According to the Invert click logic checkbox and the specified layout, click/double-click the Pharma Activity record to open the Pharma Activity details page. According to the Invert click logic checkbox, click/double-click the Pharma Activity record to delete it. If enabled, drag-and-drop the Pharma Activity on another day. Drag the bottom border of the Pharma Activity record to change its duration. Allow a drag-and-drop action for the user profile in the Calendar Settings: Drag & Drop Settings section. To create a Pharma Activity: Go to Calendar → Hierarchy View. In the View field, select a list view and click Go. Drag-and-drop the appropriate Account or Contact record to the cell in the Calendar grid. Click the Plus button next to Account record to open the list of its Contact records. If customized, fill out fields in the Pharma Activity Creation pop-up and click Create event. If the Use target frequency option enabled and the representative drag-and-dropped an Account record that has an assigned Target Frequency record, the Pharma Activities will be created for Contacts of this Account. Click Save on the Hierarchy View tab. The Pharma Activity is created. According to the Invert click logic checkbox and the specified layout, click/double-click the Pharma Activity record to open the Pharma Activity details page. According to the Invert click logic checkbox, click/double-click the Pharma Activity record to delete it. If enabled, drag-and-drop the Pharma Activity on another day. Drag the bottom border of the Pharma Activity record to change its duration. Allow mass actions for the user profile in the Calendar Settings: Mass Actions section. To manage Pharma Activity using a mass action: Go to Calendar → Hierarchy View. Right-click a cell on the Calendar grid. Click the appropriate mass action from the actions: Copy to copy activities of the day (where you click the cell) or of the whole week if enabled. Move to move activities of the day (where you click the cell) or of the whole week if enabled. If the Day and Week option enabled, click Day or Week in the pop-up to apply the mass action for Pharma Activities of a single selected day or of the whole week started from the selected day. In the next pop-up, select a day to copy or move Pharma Activities to that day or to the week started from the selected day, and click Copy events/Move events. Click Save on the Hierarchy View tab. Pharma Activities are copied or moved. To manage Pharma Activity using a mass action: Go to Calendar → Hierarchy View. Right-click a cell on the Calendar grid. Click the Delete action from the actions. If the Day and Week option enabled, click Day or Week in the pop-up to delete Pharma Activities of a single selected day or of the whole week started from the selected day. Click Delete events. Click Save on the Hierarchy View tab. Pharma Activities are deleted.","title":"Manage Activities on the Hierarchy View Tab","component":"ctpharma","version":"","name":"manage-activities-on-the-hierarchy-view-tab","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/manage-activities-on-the-hierarchy-view-tab.html","titles":[{"text":"Planning Pharma Activities with a Left-click","hash":"h2_1016142066","id":1},{"text":"Planning Pharma Activities with a Right-click","hash":"h2_481826363","id":2},{"text":"Planning Pharma Activities with a Drag-and-drop","hash":"h2_726726502","id":3},{"text":"Planning Pharma Activities with a Mass Action","hash":"h2_1144528364","id":4},{"text":"Mass Actions: Copy and Move","hash":"h3_632475968","id":5},{"text":"Mass Actions: Delete","hash":"h3_1934690656","id":6}]},"364":{"id":364,"text":"Table of Contents Planning Pharma Activities with a Left-click Planning Pharma Activities with a Right-click Planning Pharma Activities with a Drag-and-drop Planning Pharma Activities with a Mass Action Mass Actions: Copy and Move Mass Actions: Delete When the administrator customized the Pharma Activity display on the Settings tab and created the list views on the List View tab, a representative can create a Pharma Activity record related to the Account or Contact record on the Table View tab. Enable the left-click action in the Calendar Settings: Calendar Setup section. To create a Pharma Activity: Go to Calendar → Table View. Left-click on a cell in the Calendar grid. In the open pop-up, select a record type from the picklist and click Select. If customized, fill out fields in the Pharma Activity Creation pop-up and click Create. Click Save on the Table View tab. The Pharma Activity is created. According to the Invert click logic checkbox and the specified layout, click/double-click the Pharma Activity record to open the Pharma Activity details page. According to the Invert click logic checkbox, click/double-click the Pharma Activity record to delete it. If enabled, drag-and-drop the Pharma Activity on another day. Drag the bottom border of the Pharma Activity record to change its duration. The administrator should add available record types in the Calendar Settings: Customize Context section. To create a Pharma Activity: Go to Calendar → Table View. Right-click on a cell in the Calendar grid. Click the appropriate record type from the actions. If customized, fill out fields in the Pharma Activity Creation pop-up and click Create. Click Save on the Table View tab. The Pharma Activity is created. According to the Invert click logic checkbox and the specified layout, click/double-click the Pharma Activity record to open the Pharma Activity details page. According to the Invert click logic checkbox, click/double-click the Pharma Activity record to delete it. If enabled, drag-and-drop the Pharma Activity on another day. Drag the bottom border of the Pharma Activity record to change its duration. Allow a drag-and-drop action for the user profile in the Calendar Settings: Drag & Drop Settings section. To create a Pharma Activity: Go to Calendar → Table View. In the View field, select a list view and click Go. Drag-and-drop the appropriate Account record to the cell in the Calendar grid. If customized, fill out fields in the Pharma Activity Creation pop-up and click Create event. Click Save on the Table View tab. The Pharma Activity is created. According to the Invert click logic checkbox and the specified layout, click/double-click the Pharma Activity record to open the Pharma Activity details page. According to the Invert click logic checkbox, click/double-click the Pharma Activity record to delete it. If enabled, drag-and-drop the Pharma Activity on another day. Drag the bottom border of the Pharma Activity record to change its duration. Allow mass actions for the user profile in the Calendar Settings: Mass Actions section. To manage Pharma Activity using a mass action: Go to Calendar → Table View. Right-click a cell on the Calendar grid. Click the appropriate mass action from the actions. Copy: to copy activities of the day (where you click the cell) or of the whole week if enabled; Move: to move activities of the day (where you click the cell) or of the whole week if enabled. If the Day and Week option enabled, click Day or Week in the pop-up to apply the mass action for Pharma Activities of a single selected day or of the whole week started from the selected day. In the next pop-up, select a day to copy or move Pharma Activities to that day or to the week started from the selected day, and click Copy events/Move events. Click Save on the Table View tab. Pharma Activities are copied or moved. To manage Pharma Activity using a mass action: Go to Calendar → Table View. Right-click a cell on the Calendar grid. Click the Delete action from the actions. If the Day and Week option enabled, click Day or Week in the pop-up to delete Pharma Activities of a single selected day or of the whole week started from the selected day. Click Delete events. Click Save on the Table View tab. Pharma Activities are deleted.","title":"Manage Activities on the Table View Tab","component":"ctpharma","version":"","name":"manage-activities-on-the-table-view-tab","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/manage-activities-on-the-table-view-tab.html","titles":[{"text":"Planning Pharma Activities with a Left-click","hash":"h2_1016142066","id":1},{"text":"Planning Pharma Activities with a Right-click","hash":"h2_481826363","id":2},{"text":"Planning Pharma Activities with a Drag-and-drop","hash":"h2_726726502","id":3},{"text":"Planning Pharma Activities with a Mass Action","hash":"h2_1144528364","id":4},{"text":"Mass Actions: Copy and Move","hash":"h3_632475968","id":5},{"text":"Mass Actions: Delete","hash":"h3_1934690656","id":6}]},"365":{"id":365,"text":"On the List View tab, manage available list views. Create, edit, or delete list views, specify columns to display, and more. The specified list views will be available on the Table View and Hierarchy View tabs. To create a new list view: Go to the List View tab. Specify in the following order: Available List Views Edit View Columns to Display View Availability Other Settings Click Save. The setup is complete. In this section, select a list view to customize or create a new list view based on the selected list view. Click Delete this view to remove a list view if needed; Click Reset / Create new view to reset the parameters of the selected list view and create a new one. Enter a new list view name in the View name field in the Other Settings section at the bottom of the page. On the Table View tab, select the list view which has been created from View. The table with customized columns is opened. In this section, specify the object and list view criteria. Select the Account, Contact, or Reference object; Specify up to 5 criteria. Select not equal to and leave the Value field blank to display only records with values in the selected fields. According to the settings, the table displays on the Table View tab. Used on the Table View tab. In this section, specify the columns to display in the list view table. Add and remove columns by the Plus button or a drag-and-drop; Rearrange columns if needed. When a representative selects a list view on the Table View tab, they will see the specified columns in the list view table. In this section, select user roles that have the ability to view and use the selected list view. Add and remove user roles by the Plus button or a drag-and-drop. In this section, enter the list view name and specify the record order. Select a field to order records. Select the ascending or descending order to display records in the list view.","title":"Manage List Views for the Calendar","component":"ctpharma","version":"","name":"manage-list-views-for-the-calendar","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/manage-list-views-for-the-calendar.html","titles":[{"text":"Available List Views","hash":"h2_1247217375","id":1},{"text":"Edit View","hash":"h2_91149515","id":2},{"text":"Columns to Display","hash":"h2_1584195996","id":3},{"text":"View Availability","hash":"h2_1852231214","id":4},{"text":"Other Settings","hash":"h2_1076523567","id":5}]},"366":{"id":366,"text":"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.","title":"AccountProcess","component":"ctpharma","version":"","name":"accountprocess","url":"/ctpharma/admin-guide/configuring-triggers/ct-pharma-triggers/accountprocess.html","titles":[]},"367":{"id":367,"text":"The following Apex classes are used to create a record of the custom Activity object (Activity__c) and a related record of the custom ActivityData object (ActivityData__c): ActivityProcessHandler GlobalActivityService The following trigger invokes the Apex classes: ActivityProcess Before implementing, the system checks that the ActivityProcess trigger is specified in the custom Trigger Settings. A trigger is invoked by operations on the recurring events. The following trigger methods of the ActivityProcessHandler class are implemented: onBeforeInsert onBeforeUpdate onBeforeDelete onAfterInsert onAfterUpdate onAfterDelete In the Setup → Custom Code → Custom Settings → Trigger Settings, the system checks methods in the Bypass Logic field of the ActivityProcess trigger. ActivityProcessHandler Method Execution onBeforeInsert Create a record of the custom Activity object related to the Contact and Account objects, assign the related Marketing Cycle, set Target Frequency, and add Objectives. onBeforeUpdate Assign the related Marketing Cycle, set Target Frequency, and add Objectives to the record of the custom Activity object. onBeforeDelete Search and delete the records of the standard Event and Task objects related to removed records of the custom Activity object. onAfterInsert Create data of the record of the custom Activity Data object, which is related to the record of the custom Activity object. Calculate finished activities and fill in the Actual Calls field of the record of the Target Frequency object. According to the settings, add Objectives and grant access to the record of the Joint Visit for relevant users. According to the Activity Sync, create records of the standard Event and Task objects. onAfterUpdate Update data of the record of the custom Activity Data object, which is related to the record of the custom Activity object. Recalculate finished activities and fill in the Actual Calls field of the record of the Target Frequency object. According to the value in the Next Call Date field and Next Call Settings, create children records of the custom Activity object. According to the settings, grant access to the record of the Joint Visit for relevant users. onAfterDelete After removing related records of the custom Activity object, recalculate the finished activities in the Actual Calls field of the record of the Target Frequency object.","title":"Activity Data","component":"ctpharma","version":"","name":"activity-data","url":"/ctpharma/admin-guide/configuring-triggers/ct-pharma-triggers/activity-data.html","titles":[]},"368":{"id":368,"text":"ActivityProcess is intended to manage custom CT Pharma Activity records, as well as standard Event and Task records in case of using the Activity Sync functionality, according to the specified business logic. API-name: CTPHARMA__Activity__c Context Method Codename Execution after insert [ai] createRelatedData() createRD Create child records of the CTPHARMA__ActivityData__c object related to the parent record of the CTPHARMA__Activity__c object according to the values of the CTPHARMA__MarketingDetailTracking__c records associated with the corresponding active record of the CTPHARMA__MarketingCycle__c object and according to the CTPHARMA__CreateRelatedActivityDataRecords__c flag in the CTPHARMA__ApplicationSettins__c custom setting. calculateFinishedActivity() calcFA Calculate the finished activities of the CTPHARMA__Activity__c and set this value to the related record of the CTPHARMA__TargetFrequency__c object. storeObjectives() storeObj If the value in the CTPHARMA__NextCallObjective__c field is specified, add it to the record of the CTPHARMA__Objective__c object which is related to the Account or Contact object. manageActivityShares() manageAS Grant access to the user which is specified in the CTPHARMA__UserId__c field on the record of the CTPHARMA__Activity__c object with the Joint Visit record type, if the CTPHARMA__IsJointActivityShareEnabled__c flag is set in the CTPHARMA__ApplicationSettings__c custom setting. hasRelatedActivitiesCheckForNewRecords checkRAInsert Update the value in the CTPHARMA__HasRelatedActivities__c field of the related records of the CTPHARMA__Activity__c object with the Joint Visit record type. If the records of the CTPHARMA__JointVisitReport__c were not attached before, the value is changed from False to True. createRelatedActivities() createRA Update the value in the CTPHARMA__HasRelatedActivities__c field of the related records of the CTPHARMA__Activity__c object with the Joint Visit record type. If the records of the CTPHARMA__JointVisitReport__c were not attached before, the value is changed from False to True. after update[au] createRelatedData createRD Update child records of the CTPHARMA__ActivityData__c object related to the parent record of the CTPHARMA__Activity__c object according to the values of the CTPHARMA__MarketingDetailTracking__c records associated with the corresponding active record of the CTPHARMA__MarketingCycle__c object and according to the CTPHARMA__CreateRelatedActivityDataRecords__c flag in the CTPHARMA__ApplicationSettins__c custom setting. recalculateActivityActualCalls calcActAC Recalculate the finished activities of the CTPHARMA__Activity__c and set this value to the related record of the CTPHARMA__TargetFrequency__c object. storeObjectives storeObj Update the record of the CTPHARMA__Objective__c object which is related to the Account or Contact object, if the value in the CTPHARMA__NextCallObjective__c field has been changed. createNextActivities createNA Create the next one record of the CTPHARMA__Activity__c object, if the value in the CTPHARMA__NextCallDate__c field is specified. transferNextDateToChildrenVisit transferNextDates Update related records of the CTPHARMA__Activity__c object, if the value in the CTPHARMA__NextCallDate__c field has been changed. manageActivityShares manageAS Update access to the user which is specified in the CTPHARMA__UserId__c field on the record of the CTPHARMA__Activity__c object with the Joint Visit record type, if the CTPHARMA__IsJointActivityShareEnabled__c flag is set in the CTPHARMA__ApplicationSettings__c custom setting. hasRelatedActivitiesCheckAfterUpdate checkRAUpdate Update the value in the CTPHARMA__HasRelatedActivities__c field of the related records of the CTPHARMA__Activity__c object with the Joint Visit record type. If the records of the CTPHARMA__JointVisitReport__c were not attached before, the value is changed from False to True. If, after the update, there are no attached records of the CTPHARMA__JointVisitReport__c left, the value is changed from False to True. after delete[ad] recalculateActivityActualCallsAfterDelete calcActAC Update the value in the CTPHARMA__ActualCalls__c field and the date of the last activity in the CTPHARMA__LastCallDate__c field of the CTPHARMA__TargetFrequency__c records, which are related to the removed records of the CTPHARMA__Activity__c. before insert[bd] fillAccountAndContactFromReference fillAAC If the value is specified in the CTPHARMA__ReferenceId__c field, then the CTPHARMA__AccountId__c and CTPHARMA__ContactId__c fields are filled in the corresponding record of the CTPHARMA__Activity__c object. fillObjectives fillObj If the CTPHARMA__IsObjectivesEnabled__c flag is set in the CTPHARMA__ApplicationSettings__c custom setting, a record of the CTPHARMA__Objective__c object is created, and the CTPHARMA__StartDate__c field of the record of the CTPHARMA__Activity__c is specified, then the value from the record of the CTPHARMA__Objective__c object will be added to the CTPHARMA__Objective__c field of the corresponding record of the CTPHARMA__Activity__c. If the objective is specified for the record of the Contact object, the CTPHARMA__Objective__c field will be filled for the CTPHARMA__Activity__c of this contact’s record. If the objective is specified for the record of the Account object, the CTPHARMA__Objective__c field will be filled for the CTPHARMA__Activity__c of this Account. fillMarketingCycle fillCycle Map a record of the CTPHARMA__Activity__c object and a record of the CTPHARMA__MarketingCycle__c object in the CTPHARMA__MarketingCycleId__c field, if the marketing cycle is active, the maximum number of days of this cycle is less than or equal to the value specified in the CTPHARMA__MaxPlanningDays__c field of the CTPHARMA__ApplicationSettings__c custom setting, the value in the CTPHARMA__StartDate__c field of the record of the CTPHARMA__Activity__c is changed, the user and marketing cycle divisions are the same, and the corresponding parameter for this type of activity is specified in the CTPHARMA__MarketingLinkSettings__c. fillTargetFrequency fillTF The corresponding record of the CTPHARMA__TargetFrequency__c object will be specified. before update[bu] fillObjectives() fillObj If the CTPHARMA__IsObjectivesEnabled__c flag is set in the CTPHARMA__ApplicationSettings__c custom setting, a record of the CTPHARMA__Objective__c object is created, and the CTPHARMA__StartDate__c field on the record of the CTPHARMA__Activity__c is specified, then the value from the record of the CTPHARMA__Objective__c object is added to the CTPHARMA__Objective__c field of the corresponding record of the CTPHARMA__Activity__c. If the objective is specified for the record of the Contact object, the CTPHARMA__Objective__c field will be filled for the CTPHARMA__Activity__c of this Contact. If the objective is specified for the record of the Account object, the CTPHARMA__Objective__c field will be filled for the CTPHARMA__Activity__c of this Account. fillMarketingCycle() fillCycle Map a record of the CTPHARMA__Activity__c object and a record of the CTPHARMA__MarketingCycle__c object in the CTPHARMA__MarketingCycleId__c field, if: the marketing cycle is active, the maximum number of days of this cycle is less than or equal to the value specified in the CTPHARMA__MaxPlanningDays__c field in the CTPHARMA__ApplicationSettings__c custom setting, the value in the CTPHARMA__StartDate__c field of the record of the CTPHARMA__Activity__c is changed, the user and marketing cycle divisions are the same, the corresponding parameter for this type of activity is specified in the CTPHARMA__MarketingLinkSettings__c. fillTargetFrequency() fillTF The corresponding record of the CTPHARMA__TargetFrequency__c object will be specified. before delete[bd] bd Remove the records of the standard Event and Task objects related to the removed records of the CTPHARMA__Activity__c.","title":"ActivityProcess","component":"ctpharma","version":"","name":"activityprocess","url":"/ctpharma/admin-guide/configuring-triggers/ct-pharma-triggers/activityprocess.html","titles":[]},"369":{"id":369,"text":"ContactProcess is intended to manage target Contact records. API name: Contact Context Method Codename Description After Insert[ai] manageReference manageRef A new CTPHARMA__Reference__c object is created for associating Contact and Account objects. After Update[au] manageReference manageRef When changing the CTPHARMA__AccountId__c field, a new CTPHARMA__Reference__c object associating Contact and Account objects is created. In the CTPHARMA__Reference__c objects where the data is stored, the value of the CTPHARMA__IsPrimary__c field changes from true to false. 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.","title":"ContactProcess","component":"ctpharma","version":"","name":"contactprocess","url":"/ctpharma/admin-guide/configuring-triggers/ct-pharma-triggers/contactprocess.html","titles":[]},"370":{"id":370,"text":"The GroupMemberProcess trigger is responsible for removing duplicate Pharma Group Member records that were manually added. API name in Salesforce: GroupMemberProcess Context Method Codename Description before insert deduplicateManualGroupMembers() bi In case of the Pharma Group Member record is being manually created to the Pharma Group with the same record existed, it generates an error to not create a duplicate record. after undelete deduplicateManualGroupMembers() au In case of the Pharma Group Member record is being restored from Recycle Bin to the Pharma Group with the same record existed, an error occurs to not create a duplicate record.","title":"GroupMemberProcess","component":"ctpharma","version":"","name":"group-member-process","url":"/ctpharma/admin-guide/configuring-triggers/ct-pharma-triggers/group-member-process.html","titles":[]},"371":{"id":371,"text":"A list of triggers is available after the package installation. AccountProcess Activity Data ActivityProcess ContactProcess GroupMemberProcess MarketingCycleProcess MarketingCycleUserProcess TargetFrequencyProcess UserProcess","title":"List of CT Pharma Triggers","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/configuring-triggers/ct-pharma-triggers/index.html","titles":[]},"372":{"id":372,"text":"MarketingCycleProcess is intended to mass deactivate Target Frequency records if a Marketing Cycle record is no more active. API name: CTPHARMA__MarketingCycle__c Context Method Codename Description After Update[au] deactivateTargetFrequency deactivateTF Logic of sequential mass deactivation of Target Frequency records related to a marketing cycle after a marketing cycle deactivation. The Batch_MarketingCycleProcessor batch apex class is used.","title":"MarketingCycleProcess","component":"ctpharma","version":"","name":"marketingcycleprocess","url":"/ctpharma/admin-guide/configuring-triggers/ct-pharma-triggers/marketingcycleprocess.html","titles":[]},"373":{"id":373,"text":"API name: CTPHARMA__MarketingCycleUser__c Context Method Codename Description After Insert[ai] manageTargetFrequency(false) manageTF If the association between a user and a marketing cycle is not active (CTPHARMA__Active__c field value is False), the Target Frequencies linked to this user is deactivated. After Update[au] manageTargetFrequency(false) manageTF If the CTPHARMA__Active__c field value was changed for a marketing cycle user from True to False, meaning that the association between the user and the marketing cycle is deactivated, the Target Frequencies related to this user are also deactivated. After Delete[ad] manageTargetFrequency(true) manageTF If the association between a user and a marketing cycle was deleted, Target Frequencies related to this user would also be deactivated.","title":"MarketingCycleUserProcess","component":"ctpharma","version":"","name":"marketingcycleuserprocess","url":"/ctpharma/admin-guide/configuring-triggers/ct-pharma-triggers/marketingcycleuserprocess.html","titles":[]},"374":{"id":374,"text":"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.","title":"TargetFrequencyProcess","component":"ctpharma","version":"","name":"targetfrequencyprocess","url":"/ctpharma/admin-guide/configuring-triggers/ct-pharma-triggers/targetfrequencyprocess.html","titles":[]},"375":{"id":375,"text":"The UserProcess trigger is intended to manage User records. API name: User Context Method Codename Description After Insert[ai] setUniqUserNumberFuture setUUNF Populating the CTPHARMA__UniqUserNumber__c field. Before Update[bu] setUniqUserNumber setUUN Updating the CTPHARMA__UniqUserNumber__c field.","title":"UserProcess","component":"ctpharma","version":"","name":"userprocess","url":"/ctpharma/admin-guide/configuring-triggers/ct-pharma-triggers/userprocess.html","titles":[]},"376":{"id":376,"text":"Check this section to be fully aware of the Activity Report functionality. Set up Activity Report page layouts. Users can view activity’s details using standard pages or custom Activity Report pages. Follow the instructions to customize the Activity Report per the required activity type. Create and manage Activity Report filters. Use filters on the Activity Report page to quickly find another Activity Report according to the filter criteria. Customize Activity Report related tabs. Define which related tabs should be on the Activity Report tab according to the activity type and your company business purposes. Override the link for standard buttons. Set up access to the custom Activity Report pages via buttons. Also, you can customize these tabs for each Profile on the CT Pharma Control Panel: Activity Report tab. See also: CT Pharma Control Panel: Activity Report","title":"Configuring Activity Report","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/index.html","titles":[]},"377":{"id":377,"text":"Overriding a standard button changes what happens when a user clicks on it. To launch the Activity Report Visualforce page instead of having a standard Salesforce page, you should override the New, Edit, and View buttons. To override the Edit button: Go to Setup (1) → Object Manager → Pharma Activity (2) → Buttons, Links and Actions (3). Click Edit (4) next to the Edit label. The Edit button page opens. In the Override Properties section, next to Salesforce Classic Override, select Visualforce page → ActivityReport [CTPHARMA__ActivityReport] and click Save. The Edit button is overridden. Repeat these steps to override the New and View buttons.","title":"Override Basic Actions for Activity","component":"ctpharma","version":"","name":"override-basic-actions-for-activity","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/override-basic-actions-for-activity.html","titles":[]},"378":{"id":378,"text":"Quiz Field Reference Quiz Answer Field Reference Quiz Completion Field Reference Quiz Partaker Field Reference Quiz Question Field Reference","title":"Reference Guide","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/quizzes-management/ref-guide/index.html","titles":[]},"379":{"id":379,"text":"The Quiz Answer object is intended to store the partaker’s answers to the quiz questions. API name in Salesforce: QuizAnswer__c Field API Name Type Description Answer Answer__c Text (255) It is used to store the partaker’s answer to a quiz question. Correct Answer IsCorrectAnswer__c Checkbox If selected, the partaker’s answer is correct. Mobile ID MobileId__c Text(255) Is used in case of integration with the CT Mobile app. If filled out, the quiz was passed on the mobile device. The Mobile ID is a unique identifier to identify the record that was created or edited in the CT Mobile app. Quiz QuizId__c Lookup(Quiz) The linked Quiz record. Quiz Completion QuizCompletionId__c Master-Detail(Quiz Completion) The parent Quiz Completion record. Quiz Question QuizQuestionId__c Lookup(Quiz Question) The linked Question record to which the answer was given.","title":"Quiz Answer Field Reference","component":"ctpharma","version":"","name":"quiz-answer-field-reference","url":"/ctpharma/admin-guide/quizzes-management/ref-guide/quiz-answer-field-reference.html","titles":[]},"380":{"id":380,"text":"the Quiz Completion object is intended to store the completed questionnaire linked to the corresponding Quiz Partaker record. API name in Salesforce: QuizCompletion__c Field API Name Type Description Activity ActivityId__c Lookup(Activity) The related CT Pharma Activity record if the questionnaire has the External record type and was completed by a customer during a visit. Attempts AttemptCount__c Number(18,0) The unlimited by default number of the partaker’s attempts to complete a quiz. Completed IsCompleted__c Checkbox If selected, the quiz is complete. Completion Time ComletionTime__c Number(18,0) Total time spent completing the quiz. Correct Answer correctAnswerPercent__c Percent(18,0) The percent of the correct answers. Description Description__c Long Text Area (32768) Specify information about the quiz completion. IsUserEndedQuiz IsUserEndedQuiz__c Checkbox If selected, the quiz is complete or interrupted by a quiz partaker. Mobile Id MobileId__c Text(255) Is used in case of integration with the CT Mobile app. If filled out, the quiz was passed on the mobile device. The Mobile ID is a unique identifier to identify the record that was created or edited in the CT Mobile app. Quiz QuizId__c Master-Detail(Quiz) The parent Quiz record. Quiz Partaker QuizPartaker__c Lookup(Quiz Partaker) The related Quiz Partaker record. Start Date StartDate__c Date/Time The date and time when the partaker starts the quiz. User UserId__c Lookup(User) The related User record.","title":"Quiz Completion Field Reference","component":"ctpharma","version":"","name":"quiz-completion-field-reference","url":"/ctpharma/admin-guide/quizzes-management/ref-guide/quiz-completion-field-reference.html","titles":[]},"381":{"id":381,"text":"the Quiz object is intended to store the created questionnaires. API name in Salesforce: Quiz__c Field API Name Type Description Active Active__c Checkbox If selected, the record is active and applied in business logic. Anonymous Quiz AnonymousQuiz__c Checkbox If selected, the quiz can be passed anonymously. Correct Answer Percent CompletionPercentage__c Percent(2,2) It is used to set the minimum percentage of the partaker’s correct answers to consider the quiz as passed. Countdown Timer IsCountdownTimerEnabled__c Checkbox If selected, the countdown timer will be displayed for a partaker on the Quiz page. Description Description__c Long Text Area (32768) Specify information about the quiz. End Date EndDate__c Date The last day when the quiz can be taken. Is Quiz Required IsRequired__c Checkbox If selected, the assigned partaker should take the quiz. Is Write Answers On Exit IsWriteAnswersOnExit__c Checkbox If selected, the answers will be shown at the end of the quiz. Notification Period NotificationPeriod__c Picklist The period to remind the assigned partaker to take the quiz. The available values: Daily Weekly Monthly Notify Users IsUserInformerEnabled__c Checkbox If selected, the user will be informed to take the open quiz during the period specified in the NotificationPeriod__c field. Record Type RecordTypeId Record Type Available values: Internal External Show Correct Answers IsCorrectAnswersEnabled__c Checkbox If selected, the right answers will be shown or highlighted if the IsWriteAnswersOnExit__c field is selected. Show Results IsResultsEnabled__c Checkbox If selected, the partaker sees if they passed the quiz at the end of it. Start Date StartDate__c Date The first day when the quiz can be taken. Stop Timer on app exit IsTimeStopsOnExit__c Checkbox If selected, the timer will be stopped when a user closes the CT Mobile app or switches to another app. Offline mode in case of integration with the CT Mobile app. Strict Mode IsStrictMode__c Checkbox If selected, a user should send the answer to each question. Time Limit (Minutes) TimeLimit__c Number(18,0) The period when a user should complete the started quiz.","title":"Quiz Field Reference","component":"ctpharma","version":"","name":"quiz-field-reference","url":"/ctpharma/admin-guide/quizzes-management/ref-guide/quiz-field-reference.html","titles":[]},"382":{"id":382,"text":"the Quiz Partaker object is intended to link the user who passes the quiz with the Quiz and Quiz Completion record. API name in Salesforce: QuizPartaker__c Field API Name Type Description Description Description__c Long Text Area (32768) Specify information about the quiz partaker. Quiz QuizId__c Master-Detail(Quiz) The parent Quiz record. User UserId__c Lookup(User) The related User record.","title":"Quiz Partaker Field Reference","component":"ctpharma","version":"","name":"quiz-partaker-field-reference","url":"/ctpharma/admin-guide/quizzes-management/ref-guide/quiz-partaker-field-reference.html","titles":[]},"383":{"id":383,"text":"the Question object is intended to store questions for the particular Quiz record. API name in Salesforce: QuizQuestion__c Field API Name Type Description Answers Answers__c Long Text Area (32768) It is used to store answers to a quiz question (separated by a comma, without a blank space). Correct Answer CorrectAnswer__c Long Text Area (32768) It is used to store the correct answer to a quiz question. Description Description__c Long Text Area (32768) Specify information about the quiz question. Is Quiz Question Required IsRequired__c Checkbox If selected, the quiz question is required to answer. Order Order__c Number(18,0) The question order in a quiz. Question Question__c Long Text Area (32768) The question text. Quiz QuizId__c Master-Detail(Quiz) The parent Quiz record. Sub Order SubOrder__c Number(18,0) Type Type__c Picklist The question type. Available values: text number picklist multipicklist","title":"Quiz Question Field Reference","component":"ctpharma","version":"","name":"quiz-question-field-reference","url":"/ctpharma/admin-guide/quizzes-management/ref-guide/quiz-question-field-reference.html","titles":[]},"384":{"id":384,"text":"Pharma Group Field Reference Pharma Group Member Field Reference","title":"Reference Guide","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/pharma-groups-management/ref-guide/index.html","titles":[]},"385":{"id":385,"text":"the Pharma Group object is intended to store appropriate objects' records in alignment with SOQL filters applied to these objects and their child objects. Object API name: CTPHARMA__Group__c Field API Name Type Description BatchJobId CTPHARMA__BatchJobId__c Text(18) The appropriate batch job to update group members. Dynamic Group CTPHARMA__IsDynamic__c Checkbox If enabled, the group is dynamic. Static A static group is a snapshot of records per specific time. Dynamic A dynamic group keeps the lists of records per different objects up to date Field List CTPHARMA__FieldList__c TextArea(255) Fields to display group members table (separated by a comma, without blank space). For Group Update CTPHARMA__IsForUpdate__c Checkbox if enabled, the group is automatically recalculated. Group Filter CTPHARMA__GroupFilter__c LongTextArea(32768) Stores SOQL filter for a group record. Group Filter JSON CTPHARMA__GroupFilerJson__c LongTextArea(131072) Stores a JSON with SOQL filter for a group record. Group Type CTPHARMA__ObjectType__c Picklist Select the group type: Accounts and their child objects, e.g., CT Orders, Activities, etc. Contacts and their child objects, e.g., Activities, Target Frequencies, etc. CT Products and their child objects, e.g., Activity Data, etc. Users and their child objects, e.g., CT Orders, Activities, etc. To specify a new group type, refer to Specify a Custom Object for a Pharma Group.","title":"Pharma Group Field Reference","component":"ctpharma","version":"","name":"pharma-group-field-reference","url":"/ctpharma/admin-guide/pharma-groups-management/ref-guide/pharma-group-field-reference.html","titles":[]},"386":{"id":386,"text":"the Pharma Group Member object is intended to store static or dynamic group members. Object API name: CTPHARMA__GroupMember__c Field API Name Type Description Account CTPHARMA__AccountId__c Lookup(Account) The related Account record if the group type is Account. Contact CTPHARMA__ContactId__c Lookup(Contact) The related Contact record if the group type is Contact. Manual CTPHARMA__IsManual__c Checkbox Defines if the member was added to the resulting list manually. Pharma Group CTPHARMA__GroupId__c Lookup(Pharma Group) The related CPG Group record. Product CTPHARMA__ProductId__c Lookup(CT Product) The related Product record if the group type is Product. User CTPHARMA__UserId__c Lookup(User) The related User record if the group type is User.","title":"Pharma Group Member Field Reference","component":"ctpharma","version":"","name":"pharma-group-member-field-reference","url":"/ctpharma/admin-guide/pharma-groups-management/ref-guide/pharma-group-member-field-reference.html","titles":[]},"387":{"id":387,"text":"The following articles help you to configure marketing cycles and to get familiar with target frequencies. Managing Targeting Managing Marketing Cycle","title":"Configuring Targeting and Marketing Cycles","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/targeting-and-marketing-cycle/configuring-targeting-and-marketing-cycles/index.html","titles":[]},"388":{"id":388,"text":"In this section, specify the available Pharma Activity record types when a user right-clicks to create a Pharma Activity record on the Calendar grid on the Table View, Hierarchy View, and/or Employees Calendar tab. To set up click actions and available Pharma Activity record types: On the Calendar: Settings tab, in the Customize Context section, select a profile. If you do not have any configured profiles, the Global setting will be displayed in the field and will be applied to all non-configured profiles. Click the Add Context Action button to add a new setting line. Specify the following: In the Action Name field, enter the name for the Pharma Activity type. For example, you can use labels of the corresponding record type, such as Event or Visit. In the Activity Type field, select the Pharma Activity record type. Select the Table, Hierarchy, and/or Employee checkbox to have the ability to create a Pharma Activity record of the selected record type on the selected Table View, Hierarchy View, and/or Employees Calendar tab. Record types added as a context action are available by left-clicking regardless of the selected checkboxes. Set the Disable Left Click checkbox to restrict the creation of the Pharma Activity by a left-click. Users will then be able to create the Pharma Activity records only with specific record types and only by a right-click. Click Save. The setup is complete. Left-Click Right-Click When a user left-clicks on the Calendar grid of the Calendar tab, all added record types are available to select. When a user right-clicks on the Calendar grid of the specific Calendar tab, only allowed record types are available to select. If the Mass Actions are enabled, the available actions will be displayed too.","title":"Calendar Settings: Customize Context","component":"ctpharma","version":"","name":"calendar-settings-customize-context","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/configure-settings-for-the-calendar/calendar-settings-customize-context.html","titles":[]},"389":{"id":389,"text":"Two sections below are intended to customize Pharma Activity displaying on the Calendar grid and the corresponding layout for working with the Pharma Activity details. In this section, select a field with the Picklist data type to differentiate the Pharma Activity records according to its field value by color. Select the Type or Status field of the Pharma Activity object: It is possible to change the values of these fields. Create a new field with a Picklist data type to have the ability to differentiate Pharma Activities based on the values of this field. Specify preferred colors. If the Another user activity color enabled, other users' Pharma Activities on the Employees Calendar tab will be displayed with the selected color. In this section, customize the corresponding layout for working with records of each Pharma Activity record type on the Calendar grid. If you specified a new record type for the Pharma Activity object, it will be available to customize. In the Title field, select a field to use it as a title of a Pharma Activity record on the Calendar grid. It is possible to use a field with the Formula data type. Specify the Icon URL to display. Images are connected with the help of a link and can be stored either in the Salesforce organization or on third-party resources. Set the default Duration value. In the Open In field, select the layout to open Pharma Activity details. Configure Activity Reports pages in case of using them instead of Standard Layout pages for working with Pharma Activities. Check the settings on the Calendar grid:","title":"Calendar Settings: Customize Events","component":"ctpharma","version":"","name":"calendar-settings-customize-events","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/configure-settings-for-the-calendar/calendar-settings-customize-events.html","titles":[{"text":"Customize Events (1)","hash":"h2_1740967952","id":1},{"text":"Customize Events (2)","hash":"h2_1740967955","id":2}]},"390":{"id":390,"text":"In this section, customize the tips with the required details for the record. To add a tip: On the Calendar: Settings tab, in the Tips Customization section, select the tip type (1). Available for the Account, Pharma Activity, and Contact/Reference objects. Set the Show tips (2) checkbox to enable the pop-up to display. Add no more than 10 fields per tip. Click Save. The setup is complete. On the Table View, Hierarchy View, and Employees Calendar tabs, hover the cursor over the Pharma Activity record in the Calendar grid to view the Event tip. On the Hierarchy View tab: Hover the cursor over the Activity record in the tree to view the Event tip: Hover the cursor over the Account record in the tree to view the Account tip: Hover the cursor over the Contact or Reference record in the tree to view the Reference tip:","title":"Calendar Settings: Customize Tips","component":"ctpharma","version":"","name":"calendar-settings-customize-tips","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/configure-settings-for-the-calendar/calendar-settings-customize-tips.html","titles":[]},"391":{"id":391,"text":"In this section, select the Pharma Activity record type that will be used to create a new Pharma Activity record by a drag-and-drop. Select a profile to whom the drag-and-drop is enabled. If you do not have any configured profiles, the Global setting will be displayed in the field and will be applied to all non-configured profiles. The custom record types are also available to a drag-and-drop. Use the drag-and-drop action on the Table View tab by selecting an Account or Contact record from the list view table. Use the drag-and-drop action on the Hierarchy View tab by selecting an Account or Contact record from the hierarchy tree. Additionally, enable the Use target frequency option.","title":"Calendar Settings: Drag & Drop Settings","component":"ctpharma","version":"","name":"calendar-settings-drag-drop-settings","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/configure-settings-for-the-calendar/calendar-settings-drag-drop-settings.html","titles":[]},"392":{"id":392,"text":"In this section, customize a pop-up that will be displayed after a user selects a record type to create a Pharma Activity record. To create a pop-up: On the Calendar: Settings tab, in the Event Creation Pop-up Window Setup section, select a record type. Set the Show popup checkbox to enable the pop-up to display. Specify the following: In the Field Value field, select a field. Specify up to 10 fields to display in a pop-up. Set the Required attribute if the field should be filled out in the pop-up. If the representative leaves this field blank, the Create button will be locked. Click Save. The setup is complete. When a representative left-clicks/right-clicks on the Calendar grid and selects the appropriate Pharma Activity record type, the pop-up will be displayed. The Start Date and End Date fields are displayed by default and cannot be hidden.","title":"Calendar Settings: Event Creation Pop-up Window Setup","component":"ctpharma","version":"","name":"calendar-settings-event-creation-pop-up-window-setup","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/configure-settings-for-the-calendar/calendar-settings-event-creation-pop-up-window-setup.html","titles":[]},"393":{"id":393,"text":"Used on the Hierarchy View tab. In this section, customize the displaying of the records in the hierarchy tree. In the Account block field, select the Account object; In the Calendar reference fields in SFDC field, select the Contact or Reference object. When you select the list view on the Hierarchy view tab, tap the Plus button next to the Account record to view its Contact or Reference records. For these particular settings, a tree in a hierarchy view (1) will be displayed with accounts (2) and related contacts (3) names.","title":"Calendar Settings: Hierarchy Settings","component":"ctpharma","version":"","name":"calendar-settings-hierarchy-settings","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/configure-settings-for-the-calendar/calendar-settings-hierarchy-settings.html","titles":[]},"394":{"id":394,"text":"In this section, specify useful links for the representative work. It is possible to add up to 10 useful links. To add useful links: On the Calendar: Settings tab, in the Link Setup section, select a record type. Enter the Name (1) of a link. Enter the URl (2) of a link. The setup is complete. The Useful Links (1) section is displayed in the top right corner on the Table View, Hierarchy View, and/or Employees Calendar tabs.","title":"Calendar Settings: Link Setup","component":"ctpharma","version":"","name":"calendar-settings-link-setup","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/configure-settings-for-the-calendar/calendar-settings-link-setup.html","titles":[]},"395":{"id":395,"text":"In this section, specify available mass actions for profiles. Copy, move and delete actions are available by default and are displayed according to the settings of the Mass Action section. Select a profile to whom the drag-and-drop is enabled. If you do not have any configured profiles, the Global setting will be displayed in the field and will be applied to all non-configured profiles. Select the option: None: mass actions are restricted; Day only: copy, move, or delete Pharma Activity of a day; Day and week: copy, move, or delete Pharma Activity of a day or a week.","title":"Calendar Settings: Mass Actions","component":"ctpharma","version":"","name":"calendar-settings-mass-actions","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/configure-settings-for-the-calendar/calendar-settings-mass-actions.html","titles":[]},"396":{"id":396,"text":"Used on the Hierarchy View tab. In this section, select the Use target frequency checkbox to automatically create Pharma Activity records with the Visit record type for target Contacts when creating a Pharma Activity record for their parent Account. Enable if a representative has the regular appointments for several Contacts of the Account. Also, use it with the customized Mass Action option. Pharma Activities for contacts will be created at 30-minute intervals with the default Duration. The Target Frequency records should be assigned to the Account and their child Contacts. The Drag & Drop action should be selected for the corresponding Pharma Activity record type, for example, Visit. If checked, after a representative drag-and-dropped an Account to the Calendar grid, the corresponding Pharma Activity record is created for each target Contacts of this Account.","title":"Calendar Settings: Target Frequency","component":"ctpharma","version":"","name":"calendar-settings-target-frequency","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/configure-settings-for-the-calendar/calendar-settings-target-frequency.html","titles":[]},"397":{"id":397,"text":"In this section, customize the time frames for the Calendar grid and time format for the Pharma Activity planning. Select Start of Working Day from 01:00 to 12:00; Select End of Working Day from 13:00 to 00:00; Select a 12- or 24-hour format The Calendar grid is displayed according to the settings:","title":"Calendar Settings: Working Hours","component":"ctpharma","version":"","name":"calendar-settings-working-hours","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/configure-settings-for-the-calendar/calendar-settings-working-hours.html","titles":[]},"398":{"id":398,"text":"The Settings tab is intended to customize appropriate Calendar view and allowed actions based on the User division and User profile. for administrator convenience, all settings are divided into sections. the specified parameters will be stored as records of the Planning Calendar Settings object of the corresponding record type. To customize the Calendar view and allowed actions: Go to the Pharma Calendar and click the Settings tab. In the User division (1) field, select the required User division. Tap the title to get familiar and customize Calendar parameters in the following sections: Calendar Settings: Target Frequency Calendar Settings: Working Hours Calendar Settings: Calendar Setup Calendar Settings: Hierarchy Settings Calendar Settings: Customize Events Calendar Settings: Link Setup Calendar Settings: Customize Tips Calendar Settings: Customize Context Calendar Settings: Event Creation Pop-up Window Setup Calendar Settings: Drag & Drop Settings Calendar Settings: Mass Actions Click Save. The setup is complete.","title":"Configure Settings for the Calendar","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/configure-settings-for-the-calendar/index.html","titles":[{"text":"Configure Settings","hash":"h2_168101153","id":1}]},"399":{"id":399,"text":"Calendar Tab Settings is intended to define the display and availability of the Calendar tabs for profiles. API name in Salesforce: CTPHARMA__CalendarTabSettings__c Field API Name Type Description Default Tab CTPHARMA__DefaultTab__c Text(255) Specify the default tab. Available values: tabletab for the Table View treetab for the Hierarchy View usertab for the Employee Calendar Employee Calendar Tab CTPHARMA__IsUserCalendarTabEnabled__c Checkbox If enabled, the Employee Calendar tab is displayed. Hierarchy View Tab CTPHARMA__IsHierarchyViiewTabEnabled__c Checkbox If enabled, the Hierarchy View tab is displayed. List Views Tab CTPHARMA__IsListViewsTabEnabled__c Checkbox If enabled, the List Views tab is displayed. Settings Tab CTPHARMA__IsSettingsEnabled__c Checkbox If enabled, the Settings tab is displayed. Show page header CTPHARMA__IsPageHeaderEnabled__c Checkbox If enabled, the standard Salesforce header menu is displayed. Show Sidebar CTPHARMA__IsSidebarEnabled__c Checkbox Not in use. Table View Tab CTPHARMA__IsTableViewTabEnabled__c Checkbox If enabled, the Table View tab is available.","title":"Calendar Tab Settings Field Reference","component":"ctpharma","version":"","name":"calendar-tab-settings-field-reference","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/ref-guide/calendar-tab-settings-field-reference.html","titles":[]},"400":{"id":400,"text":"Calendar Tab Settings Field Reference Planning Calendar Settings Field Reference","title":"Reference Guide","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/ref-guide/index.html","titles":[]},"401":{"id":401,"text":"The Planning Calendar Settings object is intended to store the Pharma Calendar parameters specified per each user division. API name in Salesforce: CTPHARMA__CalendarSettings__c Field API Name Type Description Account Block CTPHARMA__AccountBlock__c Text(255) The API name of the Account field for the Account title in the Hierarchy View tab. Stored within the Global setting type. Active CTPHARMA__IsActive__c Checkbox If selected, the corresponding Calendar setting is active. Allow Holiday Events CTPHARMA__AllowHolidayEvents__c Checkbox If enabled, the representative can create a Pharma Activity record on holidays and weekends. Stored within the Global setting type. API CTPHARMA__API__c Text(255) The field API name to differentiate Pharma Activity records by color, for example,CTPHARMA__Status__c. Calendar Day Source Object CTPHARMA__CalendarDaySourceObject__c Text(50) The API name of the custom Dictionary object. Used if the CTPHARMA__UseCalendarObject__c field is selected. Stored within the Global setting type. Calendar Locale CTPHARMA__CalendarLocale__c Text(10) The value of the CTPHARMA__CalendarLocale__c on the User record that is responsible for the current calendar language. Available values: en (English); fr (French); ru (Russian); ar (Arabic); de (German); es (Spanish); it (Italian); zh-cn (Chinese); (Zhōngwén) (Mandarin); hi (Hindi). Color CTPHARMA__Color__c Long Text Area(32768) The specific color for the Pharma Activity record with the corresponding record type (separated by a comma, without a blank space). Stored within the Global and Color setting type. ContextMenuPoints CTPHARMA__ContextMenuPoints__c Long Text Area(3000) If true, the Pharma Activity record type is available to create on the corresponding Table, Hierarchy, and Employees tabs (separated by a comma, without a blank space). Date field name CTPHARMA__DateFieldName__c Text(50) The API name of the Date field of the custom Dictionary object. Used if the CTPHARMA__UseCalendarObject__c field is selected. Stored within the *Global *setting type. Default View CTPHARMA__DefaultView__c Text(255) The default view of the calendar grid: month agendaDay agendaWeek Stored within the Global setting type. Description field name CTPHARMA__DescriptionApiName__c Text(50) The API name of the Description field of the custom Dictionary object. Used if the CTPHARMA__UseCalendarObject__c field is selected. Stored within the *Global *setting type. Disable Left Click CTPHARMA__DisableLEftClick__c Checkbox If enabled, the left-click action is restricted. Division CTPHARMA__Division__c Picklist The calendar division. Available values by default: Alpha Beta The representative can create a Pharma Activity record if Account, Contact, and User record have the same division. Duration CTPHARMA__Duration__c Number(3,0) The default duration in minutes for the Pharma Activity. Available values are from 30 to 480. Enable list calendar CTPHARMA__EnableListCalendar__c Checkbox If enabled, a user can select the List Day, List Week, and List Month calendar view. End CTPHARMA__End__c Number(2,0) The end hour of the working day. Stored within the Global setting type. Fields CTPHARMA__Fields__c Long Text Area(131072) The API names of the fields in one of the Calendar settings, for example, for the popups (separated by a comma, without a blank space). Holiday Flag CTPHARMA__HolidayFlagApiName__c Text(50) The API name of the Holiday field of the custom Dictionary object. Used if the CTPHARMA__UseCalendarObject__c field is selected. Stored within the *Global *setting type. ID CTPHARMA__ID__c Long Text Area(32768) Stored within the Icon setting type. Inverted Click Logic CTPHARMA__IsClickLogicInverted__c Checkbox If enabled: single-click to open a Pharma Activity record; double-click to delete a Pharma Activity record. Labels CTPHARMA__Labels__c Long Text Area(131072) Labels of the fields in one of the Calendar settings, for example, for the popups (separated by a comma, without a blank space). Name CTPHARMA__Name__c Text(255) It is used to store different settings, such as the default mass action, the Pharma Activity record type, etc. ProfileId CTPHARMA__ProfileId__c Text(255) The ID of the corresponding user profile. Real Time Saving CTPHARMA__RelaTimeSaving__c Checkbox If selected, settings will be saved in the real-time. RecordType CTPHARMA__RecordTypeId__c Text(255) The ID of the corresponding Pharma Activity record type for the popup. Reference Block CTPHARMA__ReferenceBlock__c Text(255) The API name of the Contact or Reference field for the Contact or Reference title in the Hierarchy view. Stored within the Global setting type. Relationships CTPHARMA__Relationships__c Long Text Area(32768) The API name of the related fields, for example, lookup fields. Required CTPHARMA__Required__c Long Text Area(32768) If enabled, the corresponding field in the Pharma Activity creation popup is required to fill out. Setting Type CTPHARMA__SettingType__c Picklist The setting type of the calendar setting: Color to store Pharma Activity color settings; Global to store main settings; Icon to store icon images for the Pharma Activities; Link to store available links; Popup to store additional popup settings; Setting not in use; Tip to store tips parameters; View to store list view parameters; Context Menu to define available Pharma Activity record types on the Tab or Hierarchy tabs; draganddropTrigger to enable the drag-and-drop action Mass Actions to define the default mass action; OldPopup not in use. Show weekends CTPHARMA__ShowWeekends__c Checkbox If enabled, the weekends are displayed on the calendar grid. Stored within the Global setting type. Start CTPHARMA__Start__c Number(2,0) The start hour of the working day. Stored within the Global setting type. Time Format CTPHARMA__TimeFormat__c Text(255) The default time format. Available values: 24-hour AM/PM To Show Popup CTPHARMA__ToShowPopup__c Long Text Area(32768) If enabled, the Pharma Activity creation popup (if specified) will be displayed to fill out during the Pharma Activity record creation. Types CTPHARMA__Types__c Long Text Area(131072) The Pharma Activity record type to select for the popup displaying. URL CTPHARMA__URL__c URL(255) It is used to store the URL for the Pharma Activity icon or for the useful link. Use calendar object CTPHARMA__UseCalendarObject__c Checkbox If enabled, the additional custom dictionary is in use. Use Frequency CTPHARMA__UseFrequency__c Checkbox If enabled, when a representative creates a Pharma Activity record for the Account by dragging and dropping, the Pharma Activity records will be automatically created with a 30-minute interval for the associated target Contacts. Stored within the Global setting type. Value CTPHARMA__Value__c Long Text Area(131072) The Standard Layout or any Visualforce page to view the Pharma Activity record. View Criteria Fields CTPHARMA__CriteriaField__c Long Text Area(131072) The API names of the list view fields (separated by a comma, without a blank space). Stored within the View setting type. View Criteria Operators CTPHARMA__CriteriaOperator__c Long Text Area(131072) The API names of the list view operators (separated by a comma, without a blank space). Stored within the View setting type. View Criteria Types CTPHARMA__CriteriaType__c Long Text Area(131072) The data types of the list view fields (separated by a comma, without a blank space). Stored within the View setting type. View Criteria Values CTPHARMA__CriteriaValue__c Long Text Area(131072) The values of the list view fields (separated by a comma, without a blank space). Stored within the View setting type. View Name CTPHARMA__ViewName__c Text(255) Not in use. View Roles CTPHARMA__Roles__c Long Text Area(131072) The IDs of the selected user roles to access a list view (separated by a comma, without a blank space). Stored within the View setting type. View SObject CTPHARMA__SObject__c Text(255) The API name of the object to sort its records in a list view. Stored within the View setting type. View Sort CTPHARMA__Sort__c Text(255) The API name of the field to sort records in a list view. Stored within the View setting type. View Sort Order CTPHARMA__SortOrder__c Picklist The ascending or descending order of the records in a list view. Available values: asc desc Stored within the View setting type. Week Start CTPHARMA__WeekStart__c Number(18,0) The first day of the week on the calendar grid. Stored within the Global setting type.","title":"Planning Calendar Settings Field Reference","component":"ctpharma","version":"","name":"planning-calendar-settings-field-reference","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/ref-guide/planning-calendar-settings-field-reference.html","titles":[]},"402":{"id":402,"text":"The parameter displays the list of the available activities on the right side of the Activity Report page. By default, the Activities List field set is related to the Activities List section: Go to Setup (1) → Custom Code → Custom Settings (2). Click Manage (3) next to Activity Layout Settings. The Activity Layout Settings page opens. You can also click Activity Layout Settings and then click Manage (3). Click Edit (4) next to ActivityList. To create another activity layout, click New. Check Fieldset API Name. It should be the same as the API name of the Activities List field set of the Pharma Activity object. The Activities List field set is related to the Activities List section. Now, you can customize the Activities List field set. To define which fields will be available on the Pharma Activity Report for Activities List record type: Go to Setup (1) → Object Manager (2) → Pharma Activity (3) → Field Sets (4). The list of the field sets opens. Click Activities List (5). The Field Set editor opens. Edit a visible field set by dragging available fields to the In the Field Set list and click Save (6). The Activities List field set is customized. According to the settings, the main section is displayed on the Pharma Activity Report page. Activities, which status is finished, are not displayed. The Activity, which is highlighted with green color, is the Activity of the current Pharma Activity Report. See also: Activity Report Filters","title":"Activities List","component":"ctpharma","version":"","name":"activities-list","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/activity-layout-settings/activities-list.html","titles":[]},"403":{"id":403,"text":"Pharma Activity Report displays all information for the selected pharma activity within one page and can help you to manage activities related to the particular user. Pharma Activity Report page consists of a number of sections: The main section (1) displays the customized view of the Pharma activity details for 1:1 Visit, Pharma Event, Timeoff, and other types of activities if needed. Available Activities section (2) displays available activities filters. Create an SOQL filter to find a required activity. The section that displays the list of the available activities (3) according to the filter criteria. Only not finished activities are displayed in this section. The section that displays related tabs (4), which could be used for: tracking products within or outside the marketing cycle during a 1:1 visit. tracking objectives within or outside the marketing cycle during a 1:1 visit. tracking participants and expenses for a Pharma Event. See also: Activity Report Filters Managing Marketing Cycle Activity Report Tab Settings","title":"Activity Report Interface","component":"ctpharma","version":"","name":"activity-report-interface","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/activity-layout-settings/activity-report-interface.html","titles":[]},"404":{"id":404,"text":"By default, the Today and This Month filters are available on the Activity Report page. To create a new filter: Go to Setup → Custom Code → CustomSettings → click Manage next to Activity Report Filters. Click New to create a new filter. Fill in the details. Enter Name Enter Filter Label Set the filter as Active In the Filter Query field, enter the SOQL-filter Optionally, specify the order in the filter picklist on the Activity Report page and select Default Filter if you want to use this filter by default. Refer to a list of data formats and data literals at Help Salesforce. Click Save. The setup is complete. The filter is available on the Activity Report pages.","title":"Create a New Filter for the Activities List","component":"ctpharma","version":"","name":"create-a-new-filter-for-the-activities-list","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/activity-layout-settings/create-a-new-filter-for-the-activities-list.html","titles":[]},"405":{"id":405,"text":"Set up and customize page layouts for a current Activity Report. Have a look at the Activity Report interface. Create field sets of the Activity custom object and associate them with the required Activity record types. If there is not a specific field set, the standard page layout will be displayed. Use Visit for a face-to-face meeting. Use Event to track meetings with multiple participants. Use Timeoff to log days off or vacations. Use Joint Visit as part of Coaching Management. CT Pharma package includes 1:1 Visit, Pharma Event, Timeoff, and Joint Visit by default. Use articles as an example of how to add a custom record type and further configure UI for this record type. Customize the Activities List field set to view the required details of activities. Create and use Activity Report filters to keep an eye on activities for a period of time.","title":"Activity Layout Settings","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/activity-layout-settings/index.html","titles":[]},"406":{"id":406,"text":"By default, the Pharma Event field set is related to the Pharma Event record type: Go to Setup (1) → Custom Code → Custom Settings (2). Click Manage (3) next to Activity Layout Settings. The Activity Layout Settings page opens. You can also click Activity Layout Settings and then click Manage (3). Click Edit (4) next to Event. To create another activity layout, click New. Check Fieldset API Name. It should be the same as the API name of the Pharma Event field set of the Pharma Activity object. The Pharma Event field set is related to the Pharma Event record type. Now, you can customize the Pharma Event field set. To define which fields will be available on the Pharma Activity Report for Pharma Event record type: Go to Setup (1) → Object Manager (2) → Pharma Activity (3) → Field Sets (4). The list of the field sets opens. Click Pharma Event (5). The Field Set editor opens. Edit a visible field set by dragging available fields to the In the Field Set list and click Save (6). The Pharma Event field set is customized. According to the settings, the main section is displayed on the Pharma Activity Report page.","title":"Pharma Event","component":"ctpharma","version":"","name":"pharma-event","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/activity-layout-settings/pharma-event.html","titles":[]},"407":{"id":407,"text":"By default, the Time Off field set is related to the Timeoff record type: Go to Setup (1) → Custom Code → Custom Settings (2). Click Manage (3) next to Activity Layout Settings. The Activity Layout Settings page opens. You can also click Activity Layout Settings and then click Manage (3). Click Edit (4) next to Timeoff. To create another activity layout, click New. Check Fieldset API Name. It should be the same as the API name of the Time Off field set of the Pharma Activity object. The Time Off field set is related to the Timeoff record type. Now, you can customize the Time Off field set. To define which fields will be available on the Pharma Activity Report for Timeoff record type: Go to Setup (1) → Object Manager (2) → Pharma Activity (3) → Field Sets (4). The list of the field sets opens. Click Time Off (5). Edit a visible field set by dragging available fields to the In the Field Set list and click Save (6). The Time Off field set is customized. According to the settings, the main section is displayed on the Pharma Activity Report page.","title":"Timeoff","component":"ctpharma","version":"","name":"timeoff","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/activity-layout-settings/timeoff.html","titles":[]},"408":{"id":408,"text":"Company Product is an entity to track related information and provide an audit of the company products within a 1:1 Visit. Customize a tab view by adding the required fields to the Company Product Tab field set. To customize the view of the Company Product tab: Go to Setup (1) → Custom Code → Custom Settings (2). Click Manage (3) next to Company Product Tab Settings. The Company Product Tab Settings Detail page opens. You can also click Company Product Tab Settings and then click Manage (3) on the Company Product Tab Settings page. Click Edit to manage Default Organization Level Value. Click New to create a new organization level value. Check the description of the fields. Setting Name Type Description Example Active Checkbox If selected, that setting is active, and the Activity Report page uses it. Additional Parameter Text (255) Additional SOQL-criteria are in use to the list of available records for the object, relation to which is specified in the Field To Show As Picklist field. They are used only when the Show Lookup As Picklist checkbox is checked and the Field To Show As Picklist field is populated. WHERE RecordType.DeveloperName = 'CompanyProduct' Allow Record Management Text (255) Specifies the values true or false for each record type developer name specified in Record Type Developer Name field for enabling add or delete record functionality. Set true to add or delete records and false to disable these options. Use comma delimiter for multiple records. true,false Field Set Name Text (255) Specify Activity Data field set API name for each record type specified in Record Type Developer Name field. Use comma delimiter for multiple records. CTPHARMA__CompanyProductTab Fields To Show As Picklist Text (255) The field API-name with lookup type displays as a picklist in a selected order. ProductId__c Read Only ProductId Text (255) Specifies the values true or false for each record type developer name specified in Record Type Developer Name field. Set true to switch the ProductId lookup to read-only mode. Set false to switch the ProductId lookup to edit mode. Use comma delimiter for multiple records. true,false Record Type Developer Name Text (255) Specify the list of API names for Activity object record types, in order to display the tab on the Activity Report page when creating an activity with the specified record type. Visit Show Lookup As Picklist Text (255) If selected, the lookup field is replaced with the picklist with values that are available according to conditions specified in Additional Parameter field. The view of the tab is customized. Also, you can customize Company Product tab for each Profile on the CT Pharma Control Panel: Activity Report tab. Now, you can edit the Company Product Tab field set: Go to Setup (1)→ Object Manager → Pharma Activity Data (2). The Pharma Activity Data page opens. Go to Field Sets (3) and click Company Product Tab. The field set template opens. Edit a visible field set by dragging any of the fields to the In the Field Set list and click Save. The view of the tab is customized. According to these settings, the Company Product tab displays on the Activity Report page. See also: CT Pharma Control Panel: Activity Report Managing Targeting Managing Marketing Cycle Activity Report: 1:1 Visit","title":"Company Product Tab Settings","component":"ctpharma","version":"","name":"company-product-tab-settings","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/activity-report-tab-settings/company-product-tab-settings.html","titles":[]},"409":{"id":409,"text":"Competitor Product is an entity to track your competitor’s related information for particular clients within a visit. Customize Competitor Product tab and add the required fields to the Competitor Product Tab field set. To customize the view of the Competitor Product tab: Go to Setup (1) → Custom Code → Custom Settings (2). Click Manage (3) next to Competitor Product Tab Settings. The Competitor Product Tab Settings Detail opens. You can also click Competitor Product Tab Settings and then click Manage (3) on the Competitor Product Tab Settings page. Click Edit to manage Default Organization Level Value. Click New to create a new organization level value. Check the description of the fields. Setting Name Type Description Example Active Checkbox If selected, that setting is active, and the Activity Report page uses it. Additional Parameter Text (255) Additional SOQL-criteria is in use to the list of available records for the object, relation to which is specified in the Field To Show As Picklist field. They are used only when the Show Lookup As Picklist checkbox is checked and the Field To Show As Picklist field is populated. WHERE RecordType.DeveloperName = 'CompetitorProduct' Allow Record Management Text (255) Specifies the values true or false for each record type developer name specified in the Record Type Developer Name field for enabling add or delete record functionality. Set true to add or delete records and false to disable these options. Use comma delimiter for multiple records. true,false Field Set Name Text (255) Specify Activity Data field set API name for each record type specified in the Record Type Developer Name field. Use comma delimiter for multiple records. CTPHARMA__CompetitorProductTab Fields To Show As Picklist Text (255) The field API-name with lookup type displays as a picklist in a selected order. ProductId__c Read Only ProductId Text (255) Specifies the values true or false for each record type developer name specified in the Record Type Developer Name field. Set true to switch the ProductId lookup to read-only mode. Set false to switch the ProductId lookup to edit mode. Use comma delimiter for multiple records. true,false Record Type Developer Name Text (255) Specify the list of API names for Activity object record types, in order to display the tab on the Activity Report page when creating an activity with the specified record type. Visit Show Lookup As Picklist Text (255) If selected, the lookup field is replaced with the picklist with values that are available according to conditions specified in the Additional Parameter field. The view of the tab is customized. Also, you can customize the Competitor Product tab for each Profile on the CT Pharma Control Panel: Activity Report tab. Now, you can edit the Competitor Product Tab field set: Go to Setup (1) → Object Manager → Pharma Activity Data (2). The Pharma Activity Data page opens. Go to Field Sets (3) and click Competitor Product Tab. The field set template opens. Edit a visible field set by dragging any of the fields to the In the Field Set list and click Save. The view of the tab is customized. According to these settings, the Company Product tab displays on the Activity Report page. See also: CT Pharma Control Panel: Activity Report Managing Targeting Managing Marketing Cycle Activity Report: 1:1 Visit","title":"Competitor Product Tab Settings","component":"ctpharma","version":"","name":"competitor-product-tab-settings","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/activity-report-tab-settings/competitor-product-tab-settings.html","titles":[]},"410":{"id":410,"text":"This setting controls the displaying of the Event Member tab on the Activity Report page. To customize the view of the Event Member Tab: Go to Setup (1) → Custom Code → Custom Settings (2). Click Manage (3) next to Event Member Tab Settings. The Event Member Tab Settings Detail page opens. You can also click Event Member Tab Settings and then click Manage (3) on the Event Member Tab Settings page. Click Edit to manage Default Organization Level Value. Click New to create a new organization level value. Check the description of the fields. Setting Name Type Description Example Active Checkbox If selected, that setting is active, and the Activity Report page uses it. Additional Parameter Text (255) Additional SOQL-criteria are in use to the list of available records for the object, relation to which is specified in the Field To Show As Picklist field. They are used only when the Show Lookup As Picklist checkbox is checked and the Field To Show As Picklist field is populated. Allow Record Management Text (255) Specifies the values true or false for each record type developer name specified in the Record Type Developer Name field for enabling add or delete record functionality. Set true to add or delete records and false to disable these options. Use comma delimiter for multiple records. true,false Field Set Name Text (255) Specify Activity Data field set API name for each record type specified in the Record Type Developer Name field. Use comma delimiter for multiple records. CTPHARMA_EventMembersTab Fields To Show As Picklist Text (255) The field API-name with lookup type displays as a picklist in a selected order. ContactId__c Read Only ProductId Text (255) Specifies the values true or false for each record type developer name specified in Record Type Developer Name field. Set true to switch the ProductId lookup to read-only mode. Set false to switch the ProductId lookup to edit mode. Use comma delimiter for multiple records. true,false Record Type Developer Name Text (255) Specify the list of API names for Activity object record types, in order to display the tab on the Activity Report page when creating an activity with the specified record type. Visit, Event Show Lookup As Picklist Text (255) If selected, the lookup field is replaced with the picklist with values that are available according to conditions specified in Additional Parameter field. The view of the tab is customized. Also, you can customize Event Member tab for each Profile on the CT Pharma Control Panel: Activity Report tab. Now, you can edit the Event Member Tab field set: Go to Setup (1) → Object Manager → Pharma Activity Data (2). The Activity Data page opens. Go to Field Sets (3) and click Event Member Tab. The field set template opens. Edit a visible field set by dragging any of the fields to the In the Field Set list and click Save. According to these settings, the Event Member tab is displayed on the Activity Report page. See also: CT Pharma Control Panel: Activity Report Managing Targeting Managing Marketing Cycle Activity Report: Event","title":"Event Member Tab Settings","component":"ctpharma","version":"","name":"event-member-tab-settings","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/activity-report-tab-settings/event-member-tab-settings.html","titles":[]},"411":{"id":411,"text":"Expenses is an entity to hold the spending related to the event. Customize an Expenses related tab by adding the required fields to the Expenses Tab field set. To customize the view of the Expenses related tab: Go to Setup (1) → Custom Code → Custom Settings (2). Click Manage (3) next to Expenses Settings. The Expenses Tab Settings Detail page opens. You can also click Expenses Tab Settings and then click Manage (3) on the Expenses Tab Settings page. Click Edit to manage Default Organization Level Value. Click New to create a new organization level value. Check the description of the fields. Setting Name Type Description Example Active Checkbox If selected, that setting is active, and the Activity Report page uses it. Additional Parameter Text (255) Additional SOQL-criteria are in use to the list of available records for the object, relation to which is specified in the Field To Show As Picklist field. They are used only when the Show Lookup As Picklist checkbox is checked and the Field To Show As Picklist field is populated. Allow Record Management Text (255) Specifies the values true or false for each record type developer name specified in the Record Type Developer Name field for enabling add or delete record functionality. Set true to add or delete records and false to disable these options. Use comma delimiter for multiple records. true,false Field Set Name Text (255) Specify Activity Data field set API name for each record type specified in Record Type Developer Name field. Use comma delimiter for multiple records. CTPHARMA_ExpenseTab Fields To Show As Picklist Text (255) The field API-name with lookup type displays as a picklist in a selected order. Record Type Developer Name Text (255) Specify the list of API names for Activity object record types, in order to display the tab on the Activity Report page when creating an activity with the specified record type. Visit, Event Show Lookup As Picklist Text (255) If selected, the lookup field is replaced with the picklist with values that are available according to conditions specified in Additional Parameter field. The view of the tab is customized. Also, you can customize the Expenses tab for each Profile on the CT Pharma Control Panel: Activity Report tab. Now, you can edit the Expenses Tab field set: See also: CT Pharma Control Panel: Activity Report Managing Targeting Managing Marketing Cycle Activity Report: Pharma Event","title":"Expenses Tab Settings","component":"ctpharma","version":"","name":"expenses-tab-settings","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/activity-report-tab-settings/expenses-tab-settings.html","titles":[]},"412":{"id":412,"text":"According to the activity type and your business purposes, customize related tabs of the Activity Report: Company Product tab: track your company products or assortments within a visit. Competitor Product tab: track competitor products within a visit. POS Material tab: track the marketing materials distributed during a visit. Special Tracing tab: track the tasks and objectives for the active marketing cycle within a visit. Event Member tab: add attendees and allot roles to them within an event. Expenses tab: track spending within an event. Inventory tab: track the rental medical equipment. Also, you can customize these tabs for each Profile on the CT Pharma Control Panel: Activity Report tab.","title":"Activity Report Tab Settings","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/activity-report-tab-settings/index.html","titles":[]},"413":{"id":413,"text":"This setting controls the displaying of the Inventory Tab on the Activity Report page for a user. Data on the Inventory Tab will be displayed if there are related records in Inventories related list of the Account, for which the 1:1 Visit is planned. To customize the view of the Inventory tab: Go to Setup (1) → Custom Code → Custom Settings (2). Click Manage (3) next to Inventory Tab Settings. The Inventory Tab Settings Detail page opens. You can also click Inventory Tab Settings and then click Manage (3) on the Inventory Tab Settings page. Click Edit to manage Default Organization Level Value. Click New to create a new organization level value. Check the description of the fields. Setting Name Type Description Example Active Checkbox If selected, that setting is active, and the Activity Report page uses it. Additional Parameter Text (255) Additional SOQL-criteria are in use to the list of available records for the object, relation to which is specified in the Field To Show As Picklist field. They are used only when the Show Lookup As Picklist checkbox is checked and the Field To Show As Picklist field is populated. WHERE RecordType.DeveloperName = 'Inventory' Allow Record Management Text (255) Specifies the values true or false for each record type developer name specified in Record Type Developer Name field for enabling add or delete record functionality. Set true to add or delete records and false to disable these options. Use comma delimiter for multiple records. true,false Field Set Name Text (255) Specify Activity Data field set API name for each record type specified in Record Type Developer Name field. Use comma delimiter for multiple records. CTPHARMA\\__CallReportInventory Fields To Show As Picklist Text (255) The field API-name with lookup type displays as a picklist in a selected order. ProductId__c Read Only ProductId Text (255) Specifies the values true or false for each record type developer name specified in Record Type Developer Name field. Set true to switch the ProductId lookup to read-only mode. Set false to switch the ProductId lookup to edit mode. Use comma delimiter for multiple records. true,false Record Type Developer Name Text (255) Specify the list of API names for Activity object record types, in order to display the tab on the Activity Report page when creating an activity with the specified record type. Visit Show Lookup As Picklist Text (255) If selected, the lookup field is replaced with the picklist with values that are available according to conditions specified in Additional Parameter field. The view of the tab is customized. Also, you can customize Inventory tab for each Profile on the CT Pharma Control Panel: Activity Report tab. According to these settings, the Inventory related tab is displayed on an Activity Report page. See also: CT Pharma Control Panel: Activity Report","title":"Inventory Tab Settings","component":"ctpharma","version":"","name":"inventory-tab-settings","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/activity-report-tab-settings/inventory-tab-settings.html","titles":[]},"414":{"id":414,"text":"POS Materials is an entity to track the marketing materials distributed for particular clients within a visit. Customize POS Material related tab by adding the required fields to the POS Material Tab field set. To customize the view of the POS Material tab: Go to Setup (1) → Custom Code → Custom Settings (2). Click Manage (3) next to POS Material Tab Settings. The POS Material Tab Settings Detail page opens. You can also click POS Material Tab Settings and then click Manage (3) on the POS Material Tab Settings page. Click Edit to manage Default Organization Level Value. Click New to create a new organization level value. Check the description of the fields. Setting Name Type Description Example Active Checkbox If selected, that setting is active, and the Activity Report page uses it. Additional Parameter Text (255) Additional SOQL-criteria are in use to the list of available records for the object, relation to which is specified in the Field To Show As Picklist field. They are used only when the Show Lookup As Picklist checkbox is checked and the Field To Show As Picklist field is populated. WHERE RecordType.DeveloperName ='POSMaterial' Allow Record Management Text (255) Specifies the values true or false for each record type developer name specified in Record Type Developer Name field for enabling add or delete record functionality. Set true to add or delete records and false to disable these options. Use comma delimiter for multiple records. true,false Field Set Name Text (255) Specify Activity Data field set API name for each record type specified in Record Type Developer Name field. Use comma delimiter for multiple records. CTPHARMA__POSMaterialTab Fields To Show As Picklist Text (255) The field API-name with lookup type displays as a picklist in a selected order. ProductId__c Read Only ProductId Text (255) Specifies the values true or false for each record type developer name specified in Record Type Developer Name field. Set true to switch the ProductId lookup to read-only mode. Set false to switch the ProductId lookup to edit mode. Use comma delimiter for multiple records. true,false Record Type Developer Name Text (255) Specify the list of API names for Activity object record types, in order to display the tab on the Activity Report page when creating an activity with the specified record type. Visit Show Lookup As Picklist Text (255) If selected, the lookup field is replaced with the picklist with values that are available according to conditions specified in Additional Parameter field. The view of the tab is customized. Also, you can customize POS Material Tab for each Profile on the CT Pharma Control Panel: Activity Report tab. Now, you can edit the POS Material Tab field set: Go to Setup (1) → Object Manager → Pharma Activity Data (2). The Pharma Activity Data page opens. Go to Field Sets (3) and click POS Material Tab. The field set template opens. Edit a visible field set by dragging any of the fields to the In the Field Set list and click Save. The POS Material Tab field set is customized. According to these settings, the POS Material tab displays on an Activity Report page. See also: CT Pharma Control Panel: Activity Report Managing Targeting Managing Marketing Cycle Activity Report: 1:1 Visit","title":"POS Material Tab Settings","component":"ctpharma","version":"","name":"pos-material-tab-settings","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/activity-report-tab-settings/pos-material-tab-settings.html","titles":[]},"415":{"id":415,"text":"Special Tracking is an entity to set and track tasks and objectives during the marketing cycle. Customize Special Tracking related tab by adding the required fields to the Special Tracking Tab field set. To customize the view of the Special Tracking tab: Go to Setup (1) → Custom Code → Custom Settings (2). Click Manage (3) next to Special Tracking Tab Settings. The Special Tracking Tab Settings Detail page opens. You can also click Special Tracking Tab Settings and then click Manage (3) on the Special Tracking Tab Settings page. Click Edit *to manage *Default Organization Level Value. Click New to create a new organization level value. Check the description of the fields. Setting Name Type Description Example Active Checkbox If selected, that setting is active, and the Activity Report page uses it. Currency Answer Field Type Text (255) Specify API name of the field with the currency type on the custom Activity Data object, which is used to store currency values in created records. CTPHARMA__CurrencyAnswer__c Number Answer Field Type Text (255) Specify API name of the field with the number type on the custom Activity Data object, which is used to store number values in created records. CTPHARMA__NumberAnswer__c Text Answer Field Type Text (255) Specify API name of the field with the text type on the custom Activity Data object, which is used to store text values in created records. CTPHARMA__TextAnswer__c Boolean Answer Field Type Text (255) Specify API name of the field with the checkbox type on the custom Activity Data object, which is used to store logical values in created records. CTPHARMA__BooleanAnswer__c Record Type Developer Name Text (255) Specify the list of API names for Activity object record types, in order to display the tab on the Activity Report page when creating an activity with the specified record type. Visit The view of the tab is customized. Also, you can customize Special Tracking Tab for each Profile on the CT Pharma Control Panel: Activity Report tab. According to these settings, the Special Tracking tab displays on the Activity Report page. See also: CT Pharma Control Panel: Activity Report Managing Targeting Managing Marketing Cycle Activity Report: Visit Objective Creating","title":"Special Trackings Tab Settings","component":"ctpharma","version":"","name":"special-trackings-tab-settings","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/activity-report-tab-settings/special-trackings-tab-settings.html","titles":[]},"416":{"id":416,"text":"In order to add a Marketing Cycle: Go to Marketing Cycles → New. The New Marketing Cycle window is opened. Select a Division Marketing Cycle record type and click Next. The New Marketing Cycle details page opens. Enter Marketing Cycle name, Start date and End date. Select a User Division and Status for this cycle. Add any relevant Description (goals, requirement, or business details) for this Marketing Cycle. Select the Activity Linking checkbox to enable automatic linking of selected activities to the Marketing Cycle. Newly created Activities will be linked automatically to the Marketing Cycle if: Marketing Cycle is linked with Activity record type. Activity Start Date is within the Marketing Cycle period. User and Marketing Cycle divisions are the same. Marketing Cycle is active. Check Active to launch Marketing Cycle. Click Save. The new Marketing Cycle is added to the Marketing Cycles list on the Marketing Cycles tab.","title":"Creating a Marketing Cycle","component":"ctpharma","version":"","name":"creating-a-marketing-cycle","url":"/ctpharma/admin-guide/targeting-and-marketing-cycle/configuring-targeting-and-marketing-cycles/managing-marketing-cycle/creating-a-marketing-cycle.html","titles":[]},"417":{"id":417,"text":"The Marketing Cycle is a period during which the planning of campaign activities and personalized marketing take place. At the end of each marketing cycle, a company can review campaign results via reports, and also assess accumulated KPI. To set up a Marketing Cycle: Define the relationship between different types of activities. You can set call parameters and planned targets with the help of the Marketing Detail Tracking object. Define record types of the Marketing Detail Tracking object to tracking. Define Application Settings to the marketing cycle. Add a new division for Marketing Cycle.","title":"Managing Marketing Cycle","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/targeting-and-marketing-cycle/configuring-targeting-and-marketing-cycles/managing-marketing-cycle/index.html","titles":[]},"418":{"id":418,"text":"Add the connection between Marketing Cycle and Activity. Create the Activity Link field on the Marketing Cycle object. Add Activity Link to Marketing Cycle Page Layout. Create a connection with the help of Marketing Cycle Linking Settings. After adding the connection to Marketing Cycle Linking Settings, tracking details from the Marketing Cycle will be transferred to the activity details with settings defined record type under such conditions: Marketing Cycle is connected to the type of Activity with the Marketing Cycle Linking Setting. The Activity start date is within the Marketing Cycle period. User and Marketing Cycle divisions are the same. Marketing Cycle is active. Activity Link for 1:1 Visit is added by default. To create Activity xref: Go to Setup (1) → Object Manager (2) → Marketing Cycle → Fields & Relationships (3). Click New (4). The New Custom Field Settings page opens. Create a Link Event checkbox. Select the Data Type checkbox. Enter Link Event in Field Label. Name field according to the type of activity which you want to link. Select Default Value as Unchecked. Enter IsEventLinkingActive in Field Name. Additionally, enter Description and Help Text. Select the profiles to which you want to grant edit access to this field via field-level security. Select the page layouts that should include this field. Click Save. To add Activity Link to Marketing Cycle page layout: Go to Setup (1) → Object Manager (2) → Marketing Cycle (3) → Page Layouts (4). Click Marketing Cycle Layout (5). The Marketing Cycle Layout Settings will be opened. Add previously created Link Activity to Activity Layout section. Click Save. New Link Activity is added to Marketing Cycle Layout. To add automatic linking Activity with certain Marketing Cycle: Go to Setup (1) → Custom Code → Custom Settings (2) → Marketing Cycle Linking Settings (3). Click Manage next to Marketing Cycle Linking Settings (3). You can also click Marketing Cycle Linking Settings and then click Manage (3) on the Marketing Cycle Linking Settings. The Activity Links list will be opened. Click New (4). Edit the Marketing Cycle Linking Settings Information. Enter the Name of the Activity record type. Add Field API Name of the field you created for the Marketing Cycle object (IsEventLinkingActive__c). Select the Active checkbox to allow linking. Click Save. Activity is linked to your Marketing Cycle. Click the Marketing Cycles tab and then select Marketing Cycle from the list view. On the Marketing Cycle Details page in the Activity Linking section, you will see the Link Event checkbox.","title":"Linking Activity","component":"ctpharma","version":"","name":"linking-activity","url":"/ctpharma/admin-guide/targeting-and-marketing-cycle/configuring-targeting-and-marketing-cycles/managing-marketing-cycle/linking-activity.html","titles":[{"text":"Activity Link Field Creating","hash":"ActivityLinking-ActivityLinkFieldCreating","id":1},{"text":"Marketing Cycle Page Layout","hash":"ActivityLinking-MarketingCyclePageLayout","id":2},{"text":"Marketing Cycle Linking Settings","hash":"ActivityLinking-MarketingCycleLinkingSettings","id":3}]},"419":{"id":419,"text":"By default, the Alpha and Beta divisions are available, the Account and Contact objects have the corresponding division fields that are present in the Global record of the Application Settings. To specify a new division: Specify the new division in the User Division picklist of the User and Marketing Cycle objects, for example, Pediatrician; Add the custom User Division field on the User page layout and specify the new Pediatrician division for the required User record; Create the new division fields on the Account and Contact objects using the same division category name, for example, Division_Pediatrician_Category__c and Division_Pediatrician_Target_Check__c; Add new division fields, Division_Pediatrician_Category__c and Division_Pediatrichian_Target_Check__c, in the corresponding record of the Application Settings. To add a new division: Go to Setup → Object Manager → User → Fields & Relationships → click User Division. In the Values section, click New. Add the new category name, for example, Pediatrician. Click Save. Click Edit next to category name and select Make this value the default for the master picklist if you want to use this category by default. Click Object Manager → Marketing Cycle → click User Division. Repeat steps 2–4. The division is added. To have the ability to target Accounts and Contacts of the specific division, the required User record should be assigned to the division. By default, the standard Division field is on the user page layout. It is necessary to add and fill the custom User Division field on the User page layout. To assign the User record to the specific division: Go to the Setup → Object Manager → User → User Page Layouts → User Layout. Drag-n-drop the User Division field to the page layout. Click Save. Go to Home → Users → Users → click Edit next to the required user’s Full Name field. In the User Division field, select the required division, for example, Pediatrician. Click Save. The division is assigned. There should be a picklist to contain division categories and a checkbox that represents belonging to the new division on both Account and Contact objects. To add a new division: Go to Setup → Object Manager → Account → Fields & Relationships → click New. Create a field with the Picklist type and set the values up. Select Picklist and click Next. Enter Division Pediatrician Category in Field Label, select a global picklist value set (that should be created), or manually enter values (division categories) and click Next. Select the profiles to which you want to grant edit access to this field and click Next. Select the page layouts that should include this field and click Save & New. Create a field with the Checkbox type. Select Checkbox and click Next. Enter Division Pediatrician Target Check in Field Label, leave the Unchecked field selected and click Next. Select the profiles to which you want to grant edit access to this field and click Next. Select the page layouts that should include this field and click Save. Click Object Manager → Contact → Fields & Relationships → click New. Repeat steps 2–3. The division is added. To finish the setting, update a corresponding record of the Application Settings with new division fields. To update the record: Go to Setup → Custom Code → Custom Settings → Application Settings → click Manage next to Application Settings. Click Edit next to the required record, for example, the Global or another existed one. Update the following fields: In the Account Category Fields API names field, add the new division field API Name field of the Account record, that responsible for the new division, for example, Division_Pediatrician_Category__c (separated by a comma, without blank spaces); In the Account Target Flags API names field, add the new division field API Name field of the Account record, that responsible for the selection of the new division, for example, Division_Pediatrician_Target_Check__c (separated by a comma, without blank spaces); Specify the same division fields of the Contact record in the Contact Category Fields API names and Contact *Target Flags API names fields (separated by a comma, without blank spaces). Click Save. The setup is complete. Next, configure a new record of the Division Target Frequency Settings.","title":"Add and set up divisions","component":"ctpharma","version":"","name":"add-and-set-up-divisions","url":"/ctpharma/admin-guide/targeting-and-marketing-cycle/configuring-targeting-and-marketing-cycles/managing-targeting/add-and-set-up-divisions.html","titles":[{"text":"Add Division to the User and Marketing Cycle objects","hash":"h2_361939782","id":1},{"text":"Specify Division on the User Record","hash":"h2_1661054417","id":2},{"text":"Add Division to the Account and Contact Objects","hash":"h2_195564780","id":3},{"text":"Editing the Application Settings record","hash":"h2_1236380249","id":4}]},"420":{"id":420,"text":"In order to create a Marketing Cycle for your custom division, you need to add required division to the Marketing Cycle record types. Go to Setup (1) → Object Manager (2) → Marketing Cycle → Record Types (3). Select a record type, for which you want to add a new division (4). On the record type detail page that opens, go to the Picklists Available for Editing section and click Edit next to the User Division field. Select Theta from the list of available values (1) and click the Add button. You can select a default value for the selected record type from the picklist (2). The default division is displayed on the New Marketing Cycle form for each record type. Click Save.","title":"Assigning a Division to a New Marketing Cycle","component":"ctpharma","version":"","name":"assigning-a-division-to-a-new-marketing-cycle","url":"/ctpharma/admin-guide/targeting-and-marketing-cycle/configuring-targeting-and-marketing-cycles/managing-targeting/assigning-a-division-to-a-new-marketing-cycle.html","titles":[]},"421":{"id":421,"text":"Target selected customers and filter list views of Accounts or Contacts. In order to target customers from the Accounts or Contacts list, add the Manage targets button to the layout of the Account and Contact object. Add the Manage Targets button in Lightning Experience to the Accounts and Contacts tabs. To add the button: Go to Setup → Object Manager → Account (Contact) → Search Layouts for Salesforce Classic → click Edit next to List View. Go to the Custom Buttons section and add the Manage Targets button to the Selected Buttons list. Click Save. The button is added. In order to add a customer to the list of targets: Go to the Accounts or Contacts tab depending on your targeting strategy. Select an appropriate List view. Mark all the records that you want to target. Click on the picklist icon and select Manage targets. In the Targeting management window, select an option: Add as targets button. An active record assigned to the active Marketing Cycle is added to the Target Frequencies related list on the customer record page. The Target flag will be checked for the corresponding user division on the client record page. Remove from targets button. Deactivates Target Frequencies record. The Target flag becomes unchecked for the corresponding field on the Target Frequency record. Click the Add as Targets button. Information that is displayed on the Target Frequency page depends on the Marketing Detail Tracking that is specified in the Marketing Detail Trackings related list on the Marketing Cycle record page. The Marketing Detail Tracking record with the Call Rate record type is segmented with reference to the client (Account/Contact) Category. For the client with Category A, a record of Target Frequency is created, corresponding to Marketing Detail Tracking for Category A. To filter records and see only targeting Accounts or Contacts: Go to Accounts (or Contacts) (1). Click Show Filters (2). Click Add Filter (3). In filter settings, specify the criteria Is Target equals True. Select Is Target in Field. Select equals in Operator. Enter true in Value. The targeted objects are displayed.","title":"Creating a Targeting List","component":"ctpharma","version":"","name":"creating-a-targeting-list","url":"/ctpharma/admin-guide/targeting-and-marketing-cycle/configuring-targeting-and-marketing-cycles/managing-targeting/creating-a-targeting-list.html","titles":[{"text":"Prerequisites","hash":"CreatingaTargetingList-Prerequisites","id":1},{"text":"Target Customers","hash":"CreatingaTargetingList-TargetCustomers","id":2},{"text":"Filter Account and Contact records","hash":"CreatingaTargetingList-FilterAccountandContactrecords","id":3}]},"422":{"id":422,"text":"Targeting is a process of selection of potential customers to whom a business wishes to sell products or services. To target accounts or contacts, create a Marketing Cycle. To set up targeting: Define departments to categorize representatives, allow representatives to manage targets, and set up application settings to use target management. Add Division Target Frequency to associate user and marketing cycle divisions with accounts and contacts division fields. Create new customer categories to associate required product record types with created categories of customers.","title":"Managing Targeting","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/targeting-and-marketing-cycle/configuring-targeting-and-marketing-cycles/managing-targeting/index.html","titles":[]},"423":{"id":423,"text":"Associate required record types of products with the desired categories. Map new categories with record types of the Marketing Detail Tracking object. To map categories with record types: Add new values to the Category field. Map the new values for the specific record types. To add new values to the Category field of Marketing Detail Tracking object: Go to Setup (1) → Object Manager (2) → Marketing Detail Tracking (3) → Fields & Relationships (4) → Category (5). Navigate to the Values section and click New. Add Primary and Secondary picklist values (1). Each value should be on a separate line. To map newly created values to the picklist of existing Record Types, select Record Types names in the table below (2). Click Save. New values are added to the Category custom field. To map new values or change the set of values mapped before to the specific record types on Marketing Detail Tracking object: Go to Setup (1) → Object Manager (2) → Marketing Detail Tracking (3) → Record Types (4). Click the required record type. The Record Type details page opens. Click Edit next to the Category field. The Category details page of the Record Type opens. Add or remove values (1) using the arrow buttons between the Available values and Selected Values lists. You can set any value as a default one for this particular Record Type by selecting a value from the Default (2) picklist. Click Save. The values are mapped with the selected record type. See also: Marketing Detail Tracking","title":"Marketing Detail Tracking: Categories","component":"ctpharma","version":"","name":"marketing-detail-tracking-categories","url":"/ctpharma/admin-guide/targeting-and-marketing-cycle/configuring-targeting-and-marketing-cycles/managing-targeting/marketing-detail-tracking-categories.html","titles":[{"text":"Tasks","hash":"MarketingDetailTracking:Categories-Tasks","id":1},{"text":"Adding Category Values","hash":"MarketingDetailTracking:Categories-AddingCategoryValues","id":2},{"text":"Manual Category Mapping","hash":"MarketingDetailTracking:Categories-ManualCategoryMapping","id":3}]},"424":{"id":424,"text":"To use Target Frequencies, associate the User and Marketing Cycle division with the Accounts and Contacts division’s fields. Add new division to Division Target Frequency Settings and map newly created fields for Account and Contact. To add a division to Division Target Frequency Settings: Go to Setup (1) → Custom Code (2) → Custom Settings (3). Click Manage next to Division Target Frequency Settings (4). Alternatively, click Division Target Frequency Settings and then click Manage on the Division Target Frequency Settings. A page with the list of available divisions opens. Click New to create a new division. To manage an existing division, click Edit next to the division name. Enter the following values: Enter Theta in the Name field. The value in the Name field must match the division name. In the Account Target Flag field, enter the API name of the checkbox for the Theta division that you created for the Account object. In the Contact Target Flag field, enter the API name of the checkbox for the Theta division that you created for the Contact object. In the Account Target Category field, enter the API name of the picklist or formula for the Theta division that you created for the Account object. In the Contact Target Category field, enter the API name of the picklist or formula for the Theta division that you created for the Contact object. Select the Enable Category Selection checkbox to add division categories to available values. The picklist with values will be displayed in the mass assignment dialog box of the Target attribute for accounts and contacts. Click Save. The new division is added.","title":"Setting up Division Target Frequency","component":"ctpharma","version":"","name":"setting-up-a-division-target-frequency","url":"/ctpharma/admin-guide/targeting-and-marketing-cycle/configuring-targeting-and-marketing-cycles/managing-targeting/setting-up-a-division-target-frequency.html","titles":[]},"425":{"id":425,"text":"Table of Contents Create a Custom Dictionary Object Create and Add a .csv File with Custom Holidays to the Dictionary Customize the Use of the Custom Holidays Dictionary If your company has corporate holidays, add the custom Holidays dictionary to mark those days as holidays at the calendar grid. Calendar Settings will affect the custom holidays, for example, if the creation of a Pharma Activity record on a weekend is enabled, the representative can create a Pharma Activity record on custom holidays. First, customize your Salesforce organization by adding a new custom object: Go to Setup → Object Manager → click Create and select Custom Object. Specify the required fields and additional parameters. Add the Label and API name, for example, Dictionary__c. Set the Deployed status. If needed, select Track Field History, Enable Reports, and other parameters. Click Save. The setup is complete. Next, add fields for the Dictionary object. Go to Setup → Object Manager → Dictionary → Fields & Relationships → click New. Create a Date field with the Date data type and click Save & New. For example, Date__c. This field is responsible for the calendar dates. Create a Holiday field with the Checkbox data type and click Save & New. For example, Holiday__c. This field indicates whether the calendar date is a holiday. Create a Description field with the Text Area data type and click Save. For example, Description__c. This field is used for comments. The setup is complete. The .csv file should have 365 days entries in the following format: the first cell of the column contains the Date and Holiday fields of the Dictionary object, for example, Date__c, Holiday__c; Use the following format for the holiday: YYYY-MM-DD,true; Use the following format for the holiday: YYYY-MM-DD,false; Use the Data Import Wizard or Workbench to add a .csv file to the custom Dictionary object. To use the custom Holidays dictionary: Go to the Pharma Calendar and click the Settings tab. In the User division field, select the required User division. In the Calendar Setup section, select the Use calendar day dictionary checkbox. Fill out the open table: In the Calendar Day object cell, add the API name of the custom Dictionary object, for example, Dictionary__c. In the Date field API-name cell, add the API Name of the Date field of the custom Dictionary object, for example, Date__c. In the Holiday Flag field cell, add the API Name of the Holiday field of the custom Dictionary object, for example, Holiday__c. In the Description field cell, add the API Name of the Description field in the custom Dictionary object, for example, Description__c. Click Save. The setup is complete. The Holidays are marked with a red color and, if the Allow holiday events option is selected, a user can create Pharma Activities on these days.","title":"Add the Custom Holidays Dictionary","component":"ctpharma","version":"","name":"add-the-custom-holidays-dictionary","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/configure-settings-for-the-calendar/calendar-settings-calendar-setup/add-the-custom-holidays-dictionary.html","titles":[{"text":"Create a Custom Dictionary Object","hash":"h2_1222324904","id":1},{"text":"Create and Add a .csv File with Custom Holidays to the Dictionary","hash":"h2_1902867138","id":2},{"text":"Customize the Use of the Custom Holidays Dictionary","hash":"h2_1760066578","id":3}]},"426":{"id":426,"text":"In this section, manage the appropriate Calendar view, specify mouse click actions, and specify fields of the additional custom object that stores the company’s Holidays calendar. To add the custom Holidays calendar, go to the Add the Custom Holidays Dictionary article. In the Calendar default view field, select the day, week, or month view. Also, to give the representatives the ability to manage activities in the agenda views, select the Enable list calendar checkbox; To add weekends to the Calendar grid, select the Show weekends checkbox. To add the ability to create activities on these days, select the Allow holidays event checkbox; Customize mouse clicks: Disable left-click action. In this case, a user can create a Pharma Activity record by a right-click on the calendar grid or a drag-and-drop an Account or Contact record; select the Inverted click logic checkbox to use a single-click for opening the Pharma Activity record details and a double click for deleting the Pharma Activity record.","title":"Calendar Settings: Calendar Setup","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/calendar-management/legacy-calendar-management/configure-settings-for-the-calendar/calendar-settings-calendar-setup/index.html","titles":[]},"427":{"id":427,"text":"By default, the Visit 1:1 field set is related to the 1:1 Visit record type: Go to Setup (1) → Custom Code → Custom Settings (2). Click Manage (3) next to Activity Layout Settings. The Activity Layout Settings page opens. You can also click Activity Layout Settings and then click Manage (3). Click Edit (4) next to Visit. To create another activity layout, click New. Check Fieldset API Name. It should be the same as the API name of the Visit 1:1 field set of the Pharma Activity object. The Visit 1:1 field set is related to the 1:1 Visit record type. Now, you can customize the Visit 1:1 field set. To define which fields will be available on the Pharma Activity Report for 1:1 Visit record type: Go to Setup (1) → Object Manager (2) → Pharma Activity (3) → Field Sets (4). The list of the field sets opens. Click Visit 1:1(5). The Field Set editor opens. Edit a visible field set by dragging available fields to the In the Field Set list and click Save (6). The Visit 1:1 field set is customized. According to the settings, the main section is displayed on the Activity Report page. You can add Next Call Date, enter Objective or Next Call Objective, add Result and Description. See also: Next Call Settings Objective Creating","title":"1:1 Visit","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/activity-layout-settings/1-1-visit/index.html","titles":[]},"428":{"id":428,"text":"Use Next Call Settings if you have a purpose: To add some data from the previous visit to the next one on a routine basis. To create a visit based on the previous one. Use Next Call Settings If you want to copy some data from the parent visit to the next ones on a regular basis. The first step is to create the required next call. To create the next call: Go to Setup (1) → Custom Code → Custom Settings (2) → Next Call Settings. Click Manage (3) next to Next Call Settings. The Next Call Settings page opens. You can also click Next Call Settings and then click Manage (3) on the opened page. Click New (4) to create the next call. Fill in fields: In the Name field, enter any name. In the Activity Record Type Developer Name field, add the API Name of the corresponding record type. In the Fields to update field, add the Objective, AccountId, and ContactId fields to populate. To multiple fields, use a comma delimiter without spaces. In the Field Values field, add a value that will be populated in the Objective field, AccountId, and ContactId. To multiple fields, use a comma delimiter without spaces. In the example below, the value from the CTPHARMA__Description__c field will populate the CTPHARMA__Objective__c field on the next Activity record. # Click Save. The next call is created. Also, you can go to CT Pharma Control Panel: General to customize the Objective Settings and Next Activity Settings sections. To create a visit using the Next Call Settings. Create a visit in the CT Pharma Calendar. Open the Activity Report. Add the value to the field mentioned in the Values field of the created next call. Add the required date to the Next Call Date field. Change the Status field to Finished. Click Save. The next visit is automatically created on the selected date from the Next Call Date field. On the Activity Report page, the value from the Values field of the next call is in the Objective field. Next Call Date is intended to automatically create a visit on the specific date when the Status of the previous visit changed to Finished. If you didn’t create the next call in Next Call Settings, the account and contact of the activity will be automatically populated in the new Pharma Activity Report. When you create at least one next call, you should manually map fields that must be populated on the activity of the next call date, including the AccountId and ContactId fields. To create the next visit: Create a visit via CT Pharma Calendar. Open the related Activity Report. Add the required date to the Next Call Date field. Change the Status field to Finished. * Click Save. The next visit is automatically created on the selected date in the calendar grid.","title":"Next Call Settings","component":"ctpharma","version":"","name":"next-call-settings","url":"/ctpharma/admin-guide/pharma-activity-report/configuring-activity-report/activity-layout-settings/1-1-visit/next-call-settings.html","titles":[{"text":"Next Call Settings","hash":"NextCallSettings-NextCallSettings","id":1},{"text":"Next Call Date","hash":"NextCallSettings-NextCallDate","id":2}]},"429":{"id":429,"text":"Activity Tracking associates with Activities if the following conditions are met: The Activity start date is within the Marketing Cycle period. User and Marketing Cycle divisions are the same. Customer/Organization category is the same as in the Marketing Detail Trackings related list. Marketing Cycle is connected to the type of Activity with the Marketing Cycle Linking Setting. To create Target Frequency, based on tracked target rate records, the Category and the Customer type should be the same as in the tracking card. Tracked parameters are divided into the types and displayed in different tabs on the Activity Report pages. Create a Marketing Detail Tracking Reviewing associated Target Frequency To create a Marketing Detail Tracking: Go to the Marketing Cycles tab. Open the required Marketing Cycle. Click on Related to open related lists. Click New next to the Marketing Detail Tracking section name. A New Marketing Detail Tracking window opens. Select a record type of tracked parameter. Fill the required fields. Click Save. The new Marketing Detail Tracking is created and appears in the Marketing Detail Tracking list on the Related tab. To review a Marketing Detail Tracking is associated with Target Frequency: Go to the Marketing Cycles tab. Open the required Marketing Cycle. Click on Related to open related lists. Select a Target Frequency in Target Frequencies section. Check Actual Calls and Planned Calls. Check related Marketing Detail Tracking in the Information section in the Details tab. Check the tracked Category. See related Target Frequency in the Target Frequencies section in the Related tab on the selected Marketing Detail Tracking page. See also: Marketing Detail Tracking: Categories Activity Report Tab Settings","title":"Marketing Detail Tracking","component":"ctpharma","version":"","name":"index","url":"/ctpharma/admin-guide/targeting-and-marketing-cycle/configuring-targeting-and-marketing-cycles/managing-marketing-cycle/marketing-detail-tracking/index.html","titles":[{"text":"Create a Marketing Detail Tracking","hash":"MarketingDetailTracking-CreateaMarketingDetailTracking","id":1},{"text":"Reviewing associated Target Frequency","hash":"MarketingDetailTracking-ReviewingassociatedTargetFrequency","id":2}]},"430":{"id":430,"text":"To display additional fields in the New Marketing Detail Tracking wizard for any of the record types, go to Object manager → Marketing Detail Tracking → Page Layouts and edit the layout for the required record type. Call Rate Planned Activity rate per Account or Contact Category. The selected Marketing Cycle is added to Marketing Cycle. The selected record type is added to Record Type. Check Active to enable Call Rate. Select Account, Contact or Global in Type. Choose Category for selected type in Category. Enter the number in the Sort Order. Select an assortment in Assortment. Select the type of products in Product. Enter the planned rate in Planned Calls. Select the type in Answer Type. Enter a name in Parameter Name. Add Description (optional). Click Save. Click to view Company Product Tracking Track company product quantities and actual presence at customers. The selected Marketing Cycle is added to Marketing Cycle. The selected record type is added to Record Type. Check Active to enable Company Product Tracking. Select Account, Contact or Global in Type. Choose Category for selected type in Category. Enter the number in the Sort Order. Select an assortment in Assortment. Select the type of products in Product. Enter the planned rate in Planned Calls. Select the type in Answer Type. Enter a name in Parameter Name. Add Description (optional). Click Save. Click to view Competitor Product Tracking Track competitor product quantities and actual presence at the store. The selected Marketing Cycle is added to Marketing Cycle. The selected record type is added to Record Type. Check Active to enable Competitor Product Tracking. Select Account, Contact or Global in Type. Choose Category for selected type in Category. Enter the number in the Sort Order. Select an assortment in Assortment. Select the type of products in Product. Enter the planned rate in Planned Calls. Select the type in Answer Type. Enter a name in Parameter Name. Add Description (optional). Click Save. Click to view POS Material Track the number of shelf talkers, posters, mobile stands, racks, promo tables at the store. The selected Marketing Cycle is added to Marketing Cycle. The selected record type is added to Record Type. Check Active to enable POS Material. Select Account, Contact or Global in Type. Choose Category for selected type in Category. Enter the number in the Sort Order. Select an assortment in Assortment. Select the type of products in Product. Enter the planned rate in Planned Calls. Select the type in Answer Type. Enter a name in Parameter Name. Add Description (optional). Click Save. Click to view Special Tracking Track the tasks and objectives for the active marketing cycle within Visits. The selected Marketing Cycle is added to Marketing Cycle. The selected record type is added to Record Type. Check Active to enable special tracking. Select Account, Contact or Global in Type. Choose Category for selected type in Category. Enter the number in the Sort Order. Select an assortment in Assortment. Select the type of products in Product. Enter the planned rate in Planned Calls. Select the type in Answer Type. Enter a name in Parameter Name. Add Description (optional). Click Save. Click to view","title":"Marketing Detail Tracking Record Types","component":"ctpharma","version":"","name":"marketing-detail-tracking-record-types","url":"/ctpharma/admin-guide/targeting-and-marketing-cycle/configuring-targeting-and-marketing-cycles/managing-marketing-cycle/marketing-detail-tracking/marketing-detail-tracking-record-types.html","titles":[]},"431":{"id":431,"text":"Table of Contents CT Mobile Description Deployment Steps Integration of CT Mobile with the Target System CT Mobile Solution Configuration CT Mobile App Installation Logging in to the CT Mobile app Synchronization in the CT Mobile app CT Mobile is provided as two connected components: The managed package is available on Salesforce’s AppExchange platform. The native CT Mobile app. The core of the CT Mobile app is designed to ensure offline operation for most of the standard and custom objects. The additional modules enhance the functionality. The set of available modules differs depending on the device platform and the CT Mobile app version. AWS for the CT Presenter functionality. CT Mobile deployment is performed in the following order: Install the CT Mobile package in your Salesforce organization. Integrate the CT Mobile package with the target system. Configure the CT Mobile solution. Install the CT Mobile app on your mobile device. Log in to the CT Mobile app and perform the first synchronization. Set up desired integrations, for example, with CT Orders, CT Sign, CG Cloud, etc. To find out more about integrations, go to Other modules availability and Integrations. Available for the following Salesforce editions: Enterprise, Unlimited, Force.com, Developer, Performance. CT Mobile is an add-on to Salesforce that is provided as an Appexchange ISV product and allows users to work with Salesforce offline. Follow the guide to install the CT Mobile package. After installation, it is necessary to set up remote site settings. UI Tools CT Mobile Control Panel is a tool to provide a clear and convenient UI for CT Mobile settings. It is based on Angular and REST API. Application Editor is a tool to edit basic CLM presentations. For plain CLM presentations, the Plain Application Editor is in use. It is located on Azure infrastructure with Node.JS/Mongo DB. Geolocation Center is the core functionality to work with geolocation data. The administrator can view account geolocation, activity geolocation, and activity record details, and geo-trace mobile users in real-time in Salesforce. Notification Center is the core functionality for personal or mass sending PUSH messages to mobile users. Salesforce Metadata Salesforce metadata is responsible for the correct operation of CT Mobile workflows, lookup filters, and dashboards in offline mode. The CT Mobile app requests metadata using the Metadata API and other APIs with valid administrator credentials. Mobile App Settings Custom settings and custom metadata types are used to store profile and list type settings for CT Mobile app customization specified on the tabs of the CT Mobile Control Panel. Components Apex classes and triggers are used for managing CLM presentations and the content publishing routine. Visualforce and Lightning components for UI Tools. Custom labels to provide multilingual support. The CT Mobile app is a solution that allows users to operate with the target system data in offline mode. The target system is a client Salesforce organization with the installed CT CPG or CT Pharma package. To create a relationship between CT Mobile package components and a client system: Fill out the Product Object API Name and Reference Object API Name fields on CT Mobile Control Panel: General. Create the lookup field to the required Activity object on the Application Stats object. In the case of using several Activity objects, the relationship field has to be created for each of them. A field with the lookup type for the Activity object will be automatically created for each Activity object specified on the CT Mobile Control Panel: Calendar. Create the lookup field to the specified Product object on the Application object. We kindly ask you to perform all customization via CT Mobile Control Panel and set up a separate profile for a user who configures the system. The user should have the Modify All Data and Modify Metadata Through Metadata API Functions permission and access to all fields and objects. Assign the CT Mobile Administrator_ permission set that contains all required permissions listed above and access to all required Apex classes for the correct operation of the CT Mobile package and CT Mobile app. Assign the CT Mobile User permission set to all profiles of users who will work with the CT Mobile app. The CT Mobile solution provides offline record management and customized screen forms for the CT Mobile app to simplify and upscale the field sales force teams' work. In your Salesforce organization: customize the Home Screen add objects and modules to the main menu specify available offline objects, custom related lists, SOQL filters, lookup filters, and actions Person Accounts are supported. specify screen forms, such as compact layouts, mini layouts, mobile layouts, and custom color settings implement JS Bridge methods in CLM presentations. Before installation, read the technical requirements. To install the CT Mobile app, go to the article. Contact the Customertimes team if you want to use the custom CT Mobile build. The core version consists of all main functionality and a set of modules interacting with each other via the application interface. Core and Modules Go to CT Mobile OS Comparison to view the core functionalities and learn about the difference between the CT Mobile app on iOS, Windows, or Android devices. Specify the logging level for saving sync logs of the CT Mobile app which can be useful for the Customertimes Support team in case of issues with the mobile app. Application Settings are intended to manage additional functions and control individual options. Customization It is possible to implement a custom process with a code in the CT Mobile app. For Enterprise clients, the following options are available. The customization impacts the maintainability and evolution of the solution. changing the code of the existing core functionalities or any modules, provided in a standard CT Mobile package; implementing new functionalities and modules. The custom builds can be released as public or corporate applications. Log in to the CT Mobile app using your Salesforce credentials to a production environment, sandbox instance, or custom domain. For the full functionality of CT Mobile on devices, it is necessary to allow CT Mobile access to certain data, e.g., geolocation data or access to the device gallery. To learn more about the sync process and sync modes, read the synchronization articles. After the first logging in, perform the first synchronization to download all data and metadata to the mobile device. The exchange of data between the CT Mobile app and Salesforce servers is performed via Salesforce API with no intermediate proxies or infrastructure. All data exchange is performed via 256-bit SSL connect, TLS1.2 All uploaded data is stored in separate temporary storage. The current database will be replaced after the synchronization is complete to avoid data discard if synchronization is interrupted.","title":"CT Mobile Description and Deployment","component":"ctmobile-android","version":"","name":"ct-mobile-description-and-deployment","url":"/ctmobile-android/ct-mobile-solution/ct-mobile-description-and-deployment.html","titles":[{"text":"CT Mobile Description","hash":"h2_1981964373","id":1},{"text":"Deployment Steps","hash":"h2_426184834","id":2},{"text":"CT Mobile Package Installation","hash":"h2_1760736937","id":3},{"text":"CT Mobile Package Description","hash":"h3_273727017","id":4},{"text":"Integration of CT Mobile with the Target System","hash":"h2_720612721","id":5},{"text":"CT Mobile Solution Configuration","hash":"h2_1575473858","id":6},{"text":"CT Mobile App Installation","hash":"h2_501372078","id":7},{"text":"CT Mobile app description","hash":"h3_2054069844","id":8},{"text":"Logging in to the CT Mobile app","hash":"h2_586849428","id":9},{"text":"Synchronization in the CT Mobile app","hash":"h2_1500017970","id":10}]},"432":{"id":432,"text":"Table of Contents Core functionality Authentication Synchronization Encryption Salesforce Metadata CTM Settings Monitoring and Logs Push Messaging CT Mobile Workflow Other Features Modules Planning Calendar Activity Management Custom related lists Search Routes Nearby Accounts Libraries Applications (Interactive presentations, CLM) JS Bridge Chatter Customizable Home Screen Other modules availability Customization Fields customization Layouts widgets Integration Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Basic via API with login, password, and security token Yes (optionally) Yes Yes Yes Yes OAuth 2.0 Yes Yes (optionally) Yes Since v.1.3 Yes (optionally) Single sign-on Yes Yes No No Yes Multi-user mode No Yes (optionally) No Yes Yes (optionally) Fingerprint recognition Yes (Touch ID) Yes No No Yes Face recognition Yes (Face ID) Yes No No Yes In-app password changing Yes No No No No Not available when using OAuth 2.0. In-app PIN code Yes No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Fast synchronization Yes Yes Yes Yes Yes Full synchronization Yes Yes Yes Yes Yes Mixed synchronization Yes No Yes Yes No Continue synchronization Yes No No Yes No Quick record synchronization Yes No No No No Synchronization under the CT Mobile Workflow rule Yes No No No No Sync Recovery Yes No No No No CT Mobile Replication Yes No Yes No No Conflict Manager Yes No No No No Online records fetching Yes No No No No Online one record fetching Yes No No Yes No Status Indicator Yes Yes Yes No Yes Sync metadata using administrator credentials Yes Yes Yes Yes Yes Sync metadata using ZIP archive(s) Yes No Yes Yes No Metadata checker Yes No No Yes No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Encrypted credentials Yes (iCloud Keychain) Yes (KeyStore) No Yes (PasswordVault) Yes Encrypted database No No No Since v.1.3 No For iOS devices, SQLCipher can be used as a custom encryption logic. Encrypted file storage No No No Since v.1.3 No Feature Tablet Phone iOS Android Android 2.0 Windows Android Application Language Selection Yes Yes Yes Yes Yes Basic field attributes (label, type, length, default field values) Yes Yes Yes Yes Yes Customized height for multiline fields with the Text Area (Rich) and Text Area (Long) type Yes No No No No Customized height for multiline fields with the Formula (String), Picklist, Text, or Text Area type Yes No No No No Customized height for multiline fields with the Formula type No Yes No No Yes Special characters are supported in fields with the Text Area (Rich) type Yes No No No No HTML tags are supported in Read-Only fields with the Text Area and Text Area (Rich) type on the record layout Yes No No No No Emoji support in titles and subtitles, layouts, and related lists Yes No No No No Lookup filters Yes Yes Yes Yes Yes Roll-up summary fields Yes Yes Yes Yes Yes Field dependency and dependent picklists Yes Yes No Yes Yes Offline formulas Yes Yes Yes Yes Yes Offline validation rules Yes Yes Yes Yes Yes Offline dashboards Yes No No No No Encrypted fields support Yes No No No No Compact layouts Yes Yes Yes Yes Yes Search layouts for each object Yes No Yes Yes No Page layouts and mobile layouts Yes Yes Yes Yes Yes List views Yes Yes Yes Yes Yes Create, edit, and delete list views in the CT Mobile app Yes No No No No Detailed list views Yes No No Since v.1.3 No Record Type Tablet Phone iOS Android Android 2.0 Windows Android Activity No No No No No Calendar No No No No No Color Settings No No No No No Credentials No No No No No Custom Related List No No No No No Link List No No No No No Main Settings No No No No No Mapping No No No No No Menu Yes No No Since v.1.3 No Mini Layouts No No No No No Offline Objects Yes No No Since v.1.3 No Remote Detailing No No No No No Standard Related List Yes No No Since v.1.3 No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Log errors and system actions Yes No Yes Yes No Debug Level Yes Yes Yes Yes Yes Sending sync logs (automatic) Yes No No Yes No Sending sync log to Salesforce (manually) Yes No No Yes No Export database dump to Salesforce Yes No No Yes No Export database dump to support team by email Yes No Yes Yes No CT Mobile Android 2.0 users can save the database archive on a mobile device. Import database dump Yes No No Yes No Root access Yes (jailbreak) No No No No Log geolocation in background mode Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Notification Center Yes No No Since v.1.3 No Geolocation Center Yes No No Since v.1.3 No Custom push notifications (e.g., Chatter push notification) Yes No No Since v.1.3 No Feature Tablet Phone iOS Android Android 2.0 Windows Android Button Triggers (workflow on button click) Yes No No No No CRUD Triggers (workflow on CRUD functions) Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Configuring the main menu Yes Yes Yes Yes Yes Mini layouts Yes Yes Yes Yes Yes Grouping records Yes Yes Yes Yes Yes Application theme Yes Yes Yes Yes Yes Title and Home patterns Yes No Yes No No Color settings Yes Yes Yes Yes Yes Image Quality Yes Yes No No Yes Demonstration Mode Yes No No No No Show field hints Yes Yes Yes No Yes Tutorial mode Yes No No No No Send diagnostic data Yes No No No No On-demand files downloading in Notes & Attachments Yes No No No No Device lock screen widget Yes No No No No Person Accounts Yes Yes Yes Yes Yes Customizable reference object Yes Yes Yes Yes Yes Multiple currencies support Yes Yes Yes Yes Yes The Determine Location button on Accounts and Activity objects Yes Yes Yes No Yes Attach photos to Accounts, Contacts, and Activity objects Yes Yes Yes Yes Yes Attach files to specified offline objects and Filtering files to upload during synchronization by the last creation date Yes No No No No Downloading entire files or only previews Yes No No No No Back and forward buttons Yes Yes Yes Since v.1.3 Yes Email Templates Yes No No No No Ability to change the width of the menu or a record list No No Yes No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Multiple object support Yes Yes Yes Yes Yes Hierarchical view of Accounts with linked Contacts in the left menu Yes No No Yes No The month view Yes Yes Yes Yes Yes The week view Yes Yes Yes Yes Yes The day view Yes Yes Yes Yes Yes Resize the calendar view No No Yes No No The first day of the week, the first workday, the last workday Yes No No Yes No Hide or display weekends Yes No Yes Yes No Customizable visible working hours Yes Yes No Yes Yes Set the default activity duration Yes Yes Yes Yes Yes Customize activity duration Yes Yes No Yes Yes All-day slot Yes Yes No Yes Yes The Plus button to create an Activity Yes No Yes Yes No Create an Activity with a long tap Yes Yes No Yes Yes Drag and drop an Activity to the calendar greed Yes Yes Yes Yes Yes Drag and drop several records to create multiple Activities Yes No No Yes No Mass Actions: Copy, Move, and Delete Yes Yes No Yes Yes The pop-up with additional information on an Activity Yes Yes Yes Yes Yes Calendar agenda while working with custom Date/Time field during creating new Activity Yes No No No No The Today button Yes Yes Yes Yes Yes Salesforce Holidays Yes No No No No Recurring the standard Event object No No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Multiple object support Yes Yes Yes Yes Yes The Start/Finish functionality Yes Yes Yes No Yes The Start/Finish functionality: capture geoposition Yes Yes No No Yes The Start/Finish functionality: update Start/End Date fields Yes Yes Yes No Yes The Start/Finish functionality: lock/unlock records Yes Yes Yes No Yes The ability to switch from the unfinished Activity to other CT Mobile screens Yes No No No No Historical activities Yes No No No No Timeline view Yes No No Since v.1.3 No Feature Tablet Phone iOS Android Android 2.0 Windows Android Custom related tab on a record detail screen Yes Yes Yes Yes Yes The SOQL filters switch to display only the filtered records Yes No No Yes No Customizable columns width Yes No No No No Barcode scanner Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Global Search Yes Yes Yes No Yes Search in the list of records Yes Yes Yes Yes Yes Search operators (*,?) Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Offline routes Yes No No No Yes Route optimization Yes Yes Yes Yes Yes Use current location Yes Yes Yes Yes Yes Route by car or on foot Yes Yes Yes Yes No Directions Yes Yes Yes Yes Yes Multiple map types Yes Yes Yes Yes Yes Traffic information No No No Yes No Historical routes Yes No Yes No No Apple Maps Yes No No No No Google Maps Yes Yes Yes No Yes Bing Maps No No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Use current location Yes Yes Yes Yes Yes Multiple map types Yes Yes Yes Yes Yes Multicolor waypoints for objects Yes No Yes Yes No Create an activity on the map Yes Yes Yes Yes Yes Apple Maps Yes No No No No Google Maps Yes Yes Yes No Yes Bing Maps No No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Additional information for files Yes No No Yes No Folders Yes No Yes Yes No Opening files Yes No Yes Yes No Send files via email Yes No Yes No No Send files using email templates Yes No No No No Background download Yes No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Custom Scenarios Yes Yes No Yes Yes Mobile scenario editor Yes No No Yes No Branches Yes No No Yes No In-app scenario generator based on slide rating Yes No No No No Favorite CLM presentations Yes Yes No Yes No Slides tab Yes Yes No Yes No The Available Offline attribute of a CLM presentation Yes No No Since v.1.3 No The Fixed attribute of a slide Yes No No Yes No The Attachments tab Yes Yes No Yes No Send slides via email Yes Yes No No No Send slides using email templates Yes Yes No No No The Statistics screen when exiting the CLM presentation Yes Yes No No No Attach statistics to an existing activity Yes Yes No Yes No Attach statistics to the created activity Yes Yes No Yes No The PDF generator Yes Yes No No No Switch between standard and custom application scenarios Yes No No No No Reload the current slide with the rotate gesture Yes No No No No Likes/Dislikes gestures Yes Yes No Yes No Multitasking during an Activity Yes No No Since v.1.3 No The Remote Detailing functionality Yes No No Yes No If the video is not in use, the presenter and participants can join the Remote Detailing meeting via Safari on their iPhone. The CT Presenter app Yes No No No No This application is an outdated solution. It is recommended that you use the Safari browser. ARKit models Yes No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Create records: ctm.create Yes Yes No Yes No Update records: ctm.update Yes Yes No Yes No Query records: ctm.query Yes Yes No Yes No Delete records: ctm.delete Yes Yes No Yes No Switch between slides using the href attribute Yes Yes No Yes No Start fast sync: ctm.sync Yes Yes No No No Camera access: ctm.photo Yes Yes No No No Custom data tables according to related record: ctm.openDataTableByParentRecord Yes No No No No Custom data tables according to SOQL query: ctm.openDataTableByQuery Yes No No No No Quiz launch: ctm.openQuiz Yes No No No No PDF generation: ctm.generatePDF Yes No No No No Open QR Code: ctm.openQRScanner Yes No No No No Markup labels Yes Yes No Yes No Opening attached files Yes Yes No Yes No Like / Dislike: ctm.like / ctm.dislike Yes Yes No Yes No Exit from the CLM-presentation: ctm.autoExitPresenter Yes No No Yes No Disable slide scroll: ctm.disableSlideScroll Yes No No No No Enable slide scroll: ctm.enableSlideScroll Yes No No No No Obtain the path to the file: ctm.getFile Yes No No Yes No Save attachments: ctm.storeFile Yes No No Yes No The transition from the CLM presentation display to Sales Order: ctm.createSalesOrderWithAnimations Yes No No No No Activate gathering statistics of the CLM presentation: ctm.customStats Yes No No No No skipTenPercent Yes No No No No playVideo Yes No No No No getJSValues Yes No No No No ctm.setOptions No No No Yes No CTAPPgoToSlide Yes No No Yes No CTAPPgoToFirst Yes No No Yes No CTAPPgoToNext Yes No No Yes No CTAPPgoToPrevious Yes No No Yes No Sound recording: CTAPPstopRecordingAudio Yes No No No No Sound recording: CTAPPstartRecordingAudio Yes No No No No CTAPPNewRecord Yes No No No No CTAPPturnOnAudio No No No No No The Remote Detailing and Self Detailing functionality. CTAPPturnOffAudio No No No No No CTAPPturnOnVideo No No No No No CTAPPturnOffVideo No No No No No Secure query records: ctm.secureQuery No No No No No Define the meeting type: ctm.getAppEnv No No No No No Define the user role: ctm.getUserType No No No No No Define the Id of the Activity record: ctm.getVisitId No No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Group feeds Yes Yes No Yes Yes Record feeds Yes Yes No Yes Yes Posts and comments Yes Yes No Yes Yes Likes Yes Yes No Yes Yes Attachments Yes Yes No Yes Yes Avatars Yes Yes No Yes Yes Instant post sending Yes No No Yes No Push notifications Yes Yes No Since v.1.3 Yes On-demand attachments downloading to posts Yes Yes No Yes Yes Polls No No No No No The SOAP API limitation is applied to iOS devices. @mention No No No Since v.1.3 No The SOAP API limitation is applied to iOS devices. Feature Tablet Phone iOS Android Android 2.0 Windows Android Offline charts based on Reports Yes No No No No Offline charts based on Dashboards Yes No No No No Calendar carousel widget Yes Yes No Yes Yes Customizable All activities per day hint on the calendar widget Yes No No No No Carousel of CLM presentations Yes Yes No Yes No Logo Yes Yes Yes Yes Yes 4 tapes to refresh Home Screen Yes No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android CG Cloud Yes No No Since v.1.3 No Lead Convert (online) Yes No No No No The REST API limitation is applied to Windows devices. Opportunity management Yes Yes Yes No Yes Support multiple currencies and price books. Quote management No No No No No Recent Items Yes Yes No No No Dashboards (online) Yes No Yes Yes No Quizzes Yes No No No No Links Yes No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Extending field without a label Yes No No No No Slider for a field with currency, percentage, and numeric type Yes No No No No \"+/-\" controls for a field with currency, percentage, and numeric type Yes No No No No Limitation of Date/DateTime fields Yes No No No No Combobox for custom fields Yes No No No No Columns width for standard and custom related lists Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Maps Yes Yes Yes Yes Yes Dashboards Yes No No No No Applications Yes Yes No Yes Yes Chatter feed Yes Yes No Yes Yes QR code Yes Yes No No Yes Interactive presentation embedded into record layout No No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android CT Orders Yes No No Since v.1.3 No A streamlined order-taking process via a user-friendly interface is enhanced with the complexity of ERP price calculation and CRM flexibility. CT Sign Yes No No Since v.1.3 No Create and sign documents offline and online with a handwritten or legally binding signature. CT Vision IR Yes No No No No An image recognition tool is used to calculate shelf KPIs, gather information about the company and competitor products. CT Vision Lite Yes No No No No A comprehensive solution to process photos. Includes the server application responsible for storing photos without recognition, managing them by tags and shelves, planning the number of photos to take for the shelf. In-app browser Yes Yes Yes Yes Yes Device calendar Yes (iCal) No No No No Store photos in the device gallery Yes No Yes No No Attach files from device to Salesforce records Yes Yes Yes No No Attach a photo (from the device gallery or take a photo) Yes Yes Yes Yes Yes Multitasking Yes No No No No Since CT Mobile for iOS 2.6, the app supports Split View and Slide Over multitasking types. Note the following: We do not guarantee that screens adapted for landscape orientation will display correctly in portrait orientation. In future releases, we will add a warning to prevent such screens from being used in portrait orientation. We cannot limit the minimum percentage of screen area in Split View mode and recommend using at least 75% of the screen to work with CT Mobile. Salesforce Maps Yes No No No No Salesforce SOS No No No No No","title":"CT Mobile OS Comparison","component":"ctmobile-android","version":"","name":"ct-mobile-os-comparison","url":"/ctmobile-android/ct-mobile-solution/ct-mobile-os-comparison.html","titles":[{"text":"Core functionality","hash":"h2_84720702","id":1},{"text":"Authentication","hash":"h3_55841322","id":2},{"text":"Synchronization","hash":"h3_810150278","id":3},{"text":"Encryption","hash":"h3_1650481881","id":4},{"text":"Salesforce Metadata","hash":"h3_559203458","id":5},{"text":"CTM Settings","hash":"h3_196313523","id":6},{"text":"Monitoring and Logs","hash":"h3_2086756216","id":7},{"text":"Push Messaging","hash":"h3_1735794938","id":8},{"text":"CT Mobile Workflow","hash":"h3_2013990626","id":9},{"text":"Other Features","hash":"h3_2042797947","id":10},{"text":"Modules","hash":"h2_1468882933","id":11},{"text":"Planning Calendar","hash":"h3_1868937389","id":12},{"text":"Activity Management","hash":"h3_1865396414","id":13},{"text":"Custom related lists","hash":"h3_1580657987","id":14},{"text":"Search","hash":"h3_656259478","id":15},{"text":"Routes","hash":"h3_735612696","id":16},{"text":"Nearby Accounts","hash":"h3_295983841","id":17},{"text":"Libraries","hash":"h3_722835965","id":18},{"text":"Applications (Interactive presentations, CLM)","hash":"h3_2060809199","id":19},{"text":"JS Bridge","hash":"h3_1801753150","id":20},{"text":"Chatter","hash":"h3_1044166797","id":21},{"text":"Customizable Home Screen","hash":"h3_1518939859","id":22},{"text":"Other modules availability","hash":"h3_839939660","id":23},{"text":"Customization","hash":"h2_1840437629","id":24},{"text":"Fields customization","hash":"h3_1833068094","id":25},{"text":"Layouts widgets","hash":"h3_1310621620","id":26},{"text":"Integration","hash":"h2_303479492","id":27}]},"433":{"id":433,"text":"СT Mobile is a mobile app for field sales reps and agents. It is native to Salesforce and provides full Salesforce offline functionality along with an advanced interactive Digital Sales Aid, otherwise referred to as Closed Loop Marketing (CLM). A combination of Salesforce offline features and interactive customer engagement makes CT Mobile a disruptive sales tool, boasting all main sales KPIs, such as sales close rate, customer loyalty, lead-to-cash time, etc. CT Mobile Description and Deployment Technical Requirements for Devices and Network Recommendations for API Names of Objects and Fields and Peculiarities of Working with Some Types of Fields For your convenience, we prepared a guide in the following format: In the News section, we share with you the latest CT Mobile updates, release notes, and Salesforce updates that affect our CT Mobile solution. Quick Reference Guides is a peek into the CT Mobile setup. The articles are arranged in order from installation to customization. Follow the steps in the article to set up the CT Mobile app. Knowledge Base is a complete CT Mobile guide, divided into: Configuration Guide is intended to introduce all CT Mobile settings on the Salesforce side and how to configure functionality available in the CT Mobile package. The Mobile Application section describes the settings and functionalities available in the CT Mobile app. The CT Presenter section is intended to familiarize you with creating, managing, and displaying CLM presentations in the CT Mobile app or through a co-browsing session.","title":"CT Mobile Solution","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/ct-mobile-solution/index.html","titles":[]},"434":{"id":434,"text":"We strongly advise performing the upgrade of the CT Mobile app at least once every 12 months to prevent incompatibility with the cumulated OS or core CT Mobile changes. CT Mobile is currently available for Android tablets. Due to the variability of Android devices from various vendors, we do not guarantee the flawless operation of CT Mobile on different device models. CT Mobile must be tested on every targeted device family and generation. Android 7.0 or higher 2 GB RAM 1 GB free disk space. Synchronization is possible on very slow lines (9,600kbs) but takes more time. The communication line must not have interruptions of high packet loss as it may result in timeouts of Salesforce API. More content increases the synchronization time and responsiveness of the application. We recommend limiting the number of offline records to 30,000 records on devices.","title":"Technical Requirements for Devices and Network","component":"ctmobile-android","version":"","name":"technical-requirements-for-devices-and-network","url":"/ctmobile-android/ct-mobile-solution/technical-requirements-for-devices-and-network.html","titles":[{"text":"Android Devices","hash":"h2_289410970","id":1},{"text":"Requirements for Internet Connection","hash":"h2_1498128754","id":2}]},"435":{"id":435,"text":"Welcome to the CT Mobile Knowledge Base! This branch consists of detailed articles extensively covering the features of CT Mobile. Configuration Guide Mobile Application CT Presenter","title":"Knowledge Base","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/index.html","titles":[]},"436":{"id":436,"text":"Welcome to CT Mobile News! Here you can find out about new features, improvements, and fixes: explore the detailed Release Notes for each delivered version of our product. Also, you can compare the supported functionalities of CT Mobile. CT Mobile OS Comparison CT Mobile Package Release Notes Salesforce Updates Pay attention that the screenshots are updating and can be not fitted the current available UI. Don’t worry, we are working on it!","title":"News","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/news/index.html","titles":[]},"437":{"id":437,"text":"Configure the main menu items and their order: Go to CT Mobile Control Panel: App Menu. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Using drag-and-drop add the desired objects from the Available list to the Selected list. The Available list contains all offline objects. You can drag and drop objects between the lists. All objects in the Selected list will be available in the main menu in the same order. Please make sure that the current profile has at least View permissions for the selected objects. You can review the profile’s permissions in Setup → Users → Profiles. Use the search to find the objects in the Available list by typing in the label or API name of the desired object. Click the button to open the Add menu item tool and select the desired additional modules. Arrange menu items in the Selected section. Click Save. Perform the full synchronization on the mobile device to apply settings. The setup is complete.","title":"App Menu","component":"ctmobile-android","version":"","name":"app-menu","url":"/ctmobile-android/quick-reference-guides/app-menu.html","titles":[]},"438":{"id":438,"text":"Table of Contents Profiles Set Up a New Profile Permission Sets and Permission Set Groups Required Permission Sets Sharing Rules Restriction Rules Pay attention that the profile settings may be displayed in two different modes. For more information, go to Salesforce Help. CT Mobile users should be divided by their roles, for example, admins, supervisors, and field forces. For this purpose, define profiles for various user types and assign permission sets or use permission set groups to extend user access. Also, manage sharing rules to define access exceptions. We kindly ask you to set up a separate profile for a user who configures the system. The user should have the Modify All Data and Modify Metadata Through Metadata API Functions permission and access to all fields and objects. To use the mobile logo, a mobile user should have access to the Documents folder. Please check the following: At least permission to read the Documents object is assigned to the mobile user. At least permission to read and edit the Documents object is assigned to the administrator. The CT CLM folder is accessible by all users. A profile is an array of settings and permissions that define what a user can do in the CT Mobile app. A profile controls object permissions, field permissions, user permissions, tab settings, app settings, Apex class access, Visualforce page access, page layouts, record types, login hours, and login IP ranges. A profile can be assigned to many users, but a user can be assigned to a single profile at a time. A user’s profile should be specified on some CT Mobile Control Panel tabs to define the required user’s permissions. There are two types of profiles: Standard profiles are provided by default. These profiles cannot be deleted. Custom profiles are user-defined profiles. These profiles can be deleted if no users are assigned to them. Define profiles by the user’s function. You can create and assign a new profile to a user or change the profile for another one. Changing the user’s profile may cause access issues to records in the CT Mobile app and errors during the synchronization. For example, access to an object has been withdrawn from the mobile user’s profile after the last full synchronization. During the next fast synchronization, the INVALID_TYPE error may occur because some records are no more available. To create and set up a new profile: Go toSetup → Users → Profiles. Click New Profile. Also, you can click Clone next to the desired profile to copy all its settings to a new one. Select the Existing Profile from the drop-down list. Enter the new profile name and click Save. Click Edit and set up permissions. Click Save. The profile is ready to use. Assign desired users to a profile. A user can be assigned to a single profile at a time, but can also have multiple permission sets. A permission set is a collection of settings and permissions that give users access to various tools and functions. A profile gives minimum permissions and settings access for a user or specific user groups. A permission set extends a user’s permissions and grants more access without changing a user’s profile. A permission set group helps to assign several permission sets together based on user job functions. Users with assigned the permission set group receive the combined permissions of all the permission sets in the group. We kindly ask you to assign the preconfigured permission sets to all users in your system according to their roles. For your convenience, we create two permission sets that include configured access to all required objects and fields depending on the user type. CT Mobile Administrator should be assigned to admins. It contains all required permissions and access to all required Apex classes for the correct operation of the CT Mobile package and CT Mobile app. CT Mobile User should be assigned to users who will work with the CT Mobile app as field forces, supervisors, etc. according to your business purposes. Sharing rules are used to control user access at the record level. Currently, the CT Mobile app cannot correctly handle records with the Public Read-Only access. For example, the Public Read-Only access is specified for the Account object, and the mobile user’s profile has permission to edit and delete records of the Account object. In the CT Mobile app, the mobile user can edit and delete all downloaded Account records, but errors will occur during the synchronization if the mobile user has deleted or edited records that they do not own. Restriction rules are used to allow certain users to access only specified records. They prevent users from accessing records that contain sensitive data or information that isn’t essential to their work. After setting restriction rules, the user does not see certain records in Salesforce, and the same records will not be able to the user in the CT Mobile after synchronization.","title":"Application Permission Settings","component":"ctmobile-android","version":"","name":"application-permission-settings","url":"/ctmobile-android/quick-reference-guides/application-permission-settings.html","titles":[{"text":"Profiles","hash":"h2_104944228","id":1},{"text":"Set Up a New Profile","hash":"h3_1485360783","id":2},{"text":"Permission Sets and Permission Set Groups","hash":"h2_939760070","id":3},{"text":"Required Permission Sets","hash":"h3_2115044027","id":4},{"text":"Sharing Rules","hash":"h2_1133416231","id":5},{"text":"Restriction Rules","hash":"h2_631577805","id":6}]},"439":{"id":439,"text":"The application theme affects the application appearance overall, being applied to headings, menu items, timeline view, etc. To configure the application theme: Go to CT Mobile Control Panel: General. Select the required profile in the Location picklist. General Settings will be applied to all profiles without individual settings. Click Customize in the User Interface section. The App Customization window opens. Customize the application theme. Click Save. Launch the fast synchronization on the mobile device. The setup is complete. In the App Customization window, the settings are located on the left side, and the tablet view with applied settings is on the right side. Click on the field to select a color from the drop-down palette or enter the color code. The logo is represented on the Home screen if the Logo widget is added. Click Choose file to add a new logo. You can configure your Home screen to relocate the logo or change its size. After that, perform the fast synchronization.","title":"Application Theme","component":"ctmobile-android","version":"","name":"application-theme","url":"/ctmobile-android/quick-reference-guides/application-theme.html","titles":[{"text":"Available settings","hash":"h2_1497250322","id":1},{"text":"Device Background Color","hash":"h3_1461860777","id":2},{"text":"Homepage Logo","hash":"h3_1354766135","id":3}]},"440":{"id":440,"text":"Use color settings to distinguish records of an offline object by the specific criterion, for example, records in the left menu, activities in the Calendar module, and records in the Nearby Accounts module. Each offline object can have only one coloring criterion. To set up colors for the records: Go to CT Mobile Control Panel: Color Settings. Select a profile from the Location picklist. General Settings value will be applied to all the profiles without individual settings. Click Create. Select an offline object in the SObject drop-down list. Select a criterion in the Field drop-down list. Only fields with the Picklist type or record types of the selected offline object can be used as the criterion. Click the field in the Color column to open the color picker. Select the colors for each record type or type in the color code. Click Create. The setup is complete. Perform a synchronization to apply the changes. Click next to an offline object to edit color settings. Click next to an offline object to remove color settings for the offline object.","title":"Custom Color Settings","component":"ctmobile-android","version":"","name":"custom-color-settings","url":"/ctmobile-android/quick-reference-guides/custom-color-settings.html","titles":[{"text":"Set up a Color for an Offline Object","hash":"h2_686863387","id":1}]},"441":{"id":441,"text":"Table of Contents Customize Home Screen Widgets on the Home Screen Logo Calendar Carousel of CLM-presentations The Home Screen is the customizable starting page. By default, the customization is turned off and the Home Screen contains the logo, the carousel of CLM presentations if available due to proper permission settings, and the calendar widget. You can add, remove, and resize the elements on the Home Screen for each profile separately. To customize the Home Screen: Go to CT Mobile Control Panel: App Menu. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the Home item in the SELECTED list. Enable the Customizable home screen setting, Click Add Element. Select the element type from the drop-down list. Resize the element and define its position. Click Save. The Home Screen customization is completed. The new record of CT Mobile Homepage Settings will be created. To view the file in Salesforce, switch Lightning Experience to Salesforce Classic, go to Documents and open the CT CLM folder. If some changes were made to the customizable Home Screen, a mobile user can quickly update it by four times tapping. A logo can be specified per profile. Select a profile on CT Mobile Control Panel: General and add a new logo. Starting from today, the widget shows activities of the two last and two next weeks. When a user taps a day, all Activity records started on the selected day will be displayed in the left record list. Tap the filter icon to select the Activity object and display its records. Tap the icon to view and manage all activities of that day if permission to create and delete records is granted. Display the standard scenario and favorite custom scenarios of CLM presentations. In the Applications module, add CLM-presentation(s) or scenario(s) to favorites. The favorite CLM presentations will be displayed in the carousel. Scroll the carousel and tap on the CLM presentation to open it. In the presentation mode, use gestures.","title":"Home Screen","component":"ctmobile-android","version":"","name":"home-screen","url":"/ctmobile-android/quick-reference-guides/home-screen.html","titles":[{"text":"Customize Home Screen","hash":"h2_281191636","id":1},{"text":"Widgets on the Home Screen","hash":"h2_617918582","id":2},{"text":"Logo","hash":"h3_1361691321","id":3},{"text":"Calendar","hash":"h3_1292798904","id":4},{"text":"Carousel of CLM-presentations","hash":"h3_1523913535","id":5}]},"442":{"id":442,"text":"Welcome to the CT Mobile Quick Reference Guide. There is a set of short and user-friendly guides. Use these guides to quickly master the application best practices. Installing CT Mobile Package Installing the CT Mobile app Managing CT Mobile Licenses Application Permission Settings Logging In Synchronization Launch Home Screen Application Theme App Menu xManaging Offline Objects Related Lists Mini Layouts Mobile Layouts Custom Color Settings Application Settings","title":"Quick Reference Guides","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/quick-reference-guides/index.html","titles":[]},"443":{"id":443,"text":"Before the CT Mobile app installation, read the requirements. To install the CT Mobile app: Follow the direct link. Tap Install. Tap Open.","title":"Installing the CT Mobile app","component":"ctmobile-android","version":"","name":"installing-the-ct-mobile-app","url":"/ctmobile-android/quick-reference-guides/installing-the-ct-mobile-app.html","titles":[]},"444":{"id":444,"text":"The first step of using the CT Mobile app, logging in with your Salesforce credentials to your Org. Run the CT Mobile app. Select the Production environment or the Sandbox instance. Enter your Salesforce username, and password and specify Token. Click Log in. Allow or restrict access to requested data. The CT Mobile app is ready to use, and the Home Screen displays. Perform the first/full synchronization in order to begin your work.","title":"Logging In","component":"ctmobile-android","version":"","name":"logging-in","url":"/ctmobile-android/quick-reference-guides/logging-in.html","titles":[]},"445":{"id":445,"text":"The administrator can grant or restrict access to users who can use the CT Mobile package functionality by managing licenses. To select users who can use the CT Mobile package functionality: Go to Setup → Apps → Installed Packages. Click Manage Licenses next to CT Mobile. Click the Add Users button. The Add Users page opens. Select users from the Available Users list. Click Add. Also, you can click Add All Users if you want to grant access to all users. Selected users appear in the list of users who have access to the CT Mobile package. To restrict access to the user(s): Go to Setup → Apps → Installed Packages. Click Manage Licenses next to CT Mobile. Click Remove Multiple Users. Also, you can remove a single user by clicking Remove next to the user’s Full Name. Select users from the Available Users list. Click Remove. Also, you can click Remove All Users if you want to restrict access to the package for all users. The user(s) are removed from the list of users who have access to the CT Mobile package.","title":"Managing CT Mobile Licenses","component":"ctmobile-android","version":"","name":"managing-ct-mobile-licenses","url":"/ctmobile-android/quick-reference-guides/managing-ct-mobile-licenses.html","titles":[{"text":"Grant Access to Users","hash":"h2_1491098279","id":1},{"text":"Restrict Access to Users","hash":"h2_1361513113","id":2}]},"446":{"id":446,"text":"Table of Contents Add Offline Objects Set up Permissions to Offline Objects and Standard Related Lists Set up SOQL Filters Offline Objects Standard Related Lists Specify objects that should be available offline, customize user permissions, and add and configure standard related lists. This article describes how to configure offline objects and standard related lists. To configure a custom related list, refer to Custom Related Lists. Remote site settings should be specified. To add an object to work with it in the CT Mobile app: Go to CT Mobile Control Panel: Offline Objects. Select the required profile in the Location picklist. General Settings will be applied to all profiles without individual settings. Using drag-and-drop add the desired objects from the Available list to the Selected list. The Available list contains all objects, but only objects in the Selected list will be available offline. Please make sure that the current profile has at least View permission for the selected objects. You can review the profile’s permissions in Setup → Users → Profiles. By default, the Available list contains only the objects with the page layouts. Enable the Advanced List option to also display objects without page layouts. Enter the label or API name of the desired object in the Search box to find it in the Available list. To display objects in the desired order in the CT Mobile app menu, re-order them in the Selected list. Click Save. The setup is complete. These settings cannot overcome the user’s profile permissions. To set up permissions for the offline object: Click the offline object in the Selected list. The Object Permissions options appear on the right side of the screen. In the Object Permissions section, use toggles to grant permission to create and delete records of the offline object. This permission will not affect the ability to create or delete a record of the current object in the Related Lists section of another offline object. For example, if you restricted the creation of a Contact record in the Object Permission section, you may allow creating the Contact records in the Related Lists section of the Account object. In the Related Lists section: For more information, refer to Standard Related Lists. Select the record type of the offline object from the drop-down list of record types available for the user profile. Use toggles to grant permission to create and delete records of the standard related lists. Click Save. The permissions are set. SOQL filters are available both for offline objects and standard related lists. Click the SOQL filter icon to specify the required criteria. Use SOQL filters to sort the records of selected offline objects and download only those records that meet the criteria to your mobile device. To set up a SOQL filter: In the Object Permission section, click the setup icon next to the offline object. In the Query Editor window, add criteria by specifying a field, operator, and required value. All SOQL syntax is supported. Click Add new filter criteria to add a new line if required. Enable the Filter logic and define the criteria logic, e.g., 1 and 2 or 3. Click Save. The SOQL filter is configured. Here is an example with the SOQL subquery. WHERE AccountId__c IN (SELECT Id FROM Account WHERE isActive__c = true) Set up SOQL filters and use the toggle in the CT Mobile app to switch the display between all downloaded records of a standard related list and only those that meet the criteria. To set up a SOQL filter: Click the setup icon next to the desired standard related list. In the Query Editor tab, add criteria by specifying a field, operator, and required value. Filter criteria for related lists are carried out in the CT Mobile app and do not support full SOQL syntax from Salesforce. Specify the simple criteria. Click Add new filter criteria to add a new line if required. Enable the Filter logic and define the criteria logic, e.g., 1 and 2 or 3. Click Save. The SOQL filter is configured. Here are some examples: WHERE Boolean__c = true limit 10 order by StarDate__c desc limit 10","title":"Managing Offline Objects","component":"ctmobile-android","version":"","name":"managing-offline-objects","url":"/ctmobile-android/quick-reference-guides/managing-offline-objects.html","titles":[{"text":"Add Offline Objects","hash":"h2_1551357854","id":1},{"text":"Set up Permissions to Offline Objects and Standard Related Lists","hash":"h2_1747811907","id":2},{"text":"Set up SOQL Filters","hash":"h2_879469097","id":3},{"text":"Offline Objects","hash":"h3_1468985423","id":4},{"text":"Standard Related Lists","hash":"h3_264512811","id":5}]},"447":{"id":447,"text":"Mini Layouts are special forms with a preconfigured set of fields that are used to create a record in a more convenient way. A mini layout will appear, for example, when tapping the plus button to create a new Account record or creating a new Activity record on the calendar grid. A mini layout can be assigned per each active record type of the offline object. If a mini layout for an offline object or its record type is not configured, the default page layout will be open when creating a record. To create a mini layout: Go to CT Mobile Control Panel: Mini Layouts. Click Create layout. Enter the name of the mini layout. There cannot be two layouts with the same name. Select the Object from the drop-down list. Select the Record Type from the drop-down list. Make sure that the target profile has the proper permissions for the selected record type. You can review the profile permissions in Setup → Users → Profiles. Click Add new field and select a field from the drop-down list, which will be displayed on the mini layout. Enable the Required setting to add a required field. Click Create. The mini layout is configured. Perform a synchronization to apply the changes.","title":"Mini Layouts","component":"ctmobile-android","version":"","name":"mini-layouts","url":"/ctmobile-android/quick-reference-guides/mini-layouts.html","titles":[{"text":"Create a Mini Layout","hash":"h2_684572466","id":1}]},"448":{"id":448,"text":"A dependent picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field. Controlling fields can be any picklist (with at least one and fewer than 300 values) or checkbox field on the same record. To create a dependent picklist, refer to Salesforce Help. The dependent fields are not supported in the CT Mobile Android and Android 2.0 apps. On the layout, mini-layout, and custom related list: the field with the Picklist type has no value by default and this field is Required: when a user creates a record, the field with the Picklist type has the None value and the record cannot be saved due to the validation rule. Set up a value to save the record. the field with the Picklist type has a value by default and this field is not Required: when a user creates a record, the default value is set in the field with the Picklist type. The user can select the None value. the field with the Picklist type has no value by default and this field is not Required: when a user creates a record, the field with the Picklist type has the None value. The record will be saved whether the user remains the None value or selects another one. the field with the Picklist type has a value by default and this field is Required: when a user creates a record, the default value is set in the field with the Picklist type. The None value is absent.","title":"Field Dependency and Dependent Picklists","component":"ctmobile-android","version":"","name":"field-dependency-and-dependent-picklists","url":"/ctmobile-android/ct-mobile-solution/recommendations-and-peculiarities/field-dependency-and-dependent-picklists.html","titles":[{"text":"Conditions to Display the None Value in the Picklists","hash":"h2_1106274213","id":1}]},"449":{"id":449,"text":"Read the recommendations for naming objects and fields to simplify and standardize your work with Salesforce, and also get familiar with peculiarities of some field types: Recommendations for Object and Field API Names and Page Layouts Roll-up Summary Fields Field Dependency and Dependent Picklists","title":"Recommendations for API Names of Objects and Fields and Peculiarities of Working with Some Types of Fields","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/ct-mobile-solution/recommendations-and-peculiarities/index.html","titles":[]},"450":{"id":450,"text":"Working in non-English Salesforce environments, all settings should be specified in English. Use Translation Workbench for translating all labels and other settings. Creating fields with identical API names inside a single object is not allowed, even if their prefixes and postfixes are different. For example, Name and Name__c are considered as the same API name. All API names should be in English. Specify the short and meaningful name and avoid using Pidgin English. Specify Description or Help Text to simplify the setup process and reduce the time for preparing documentation. Start the API name with the capital letter. In the case of several words, use the following format: CompanyName, BillingDate, InvoiceNumber. The dashes and underscores are restricted. Please avoid using numbers. Recommendations for specifying API names for fields with the specific datatype: Lookup Relationship should contain the name of the object to link and the Id word, for example, AccountId, ContactId. Also, specify the plural name of the object in the Child Relationship Field, for example, Activities, Orders. The checkbox should contain the Is or Has word, for example, IsActive__c, HasProducts__c. For Number, Text, and Text Area, do not limit the Length field unless necessary. Geoposition is created in decimal format, with 6 decimal places. For Auto Number, it is required to specify variables in the Display Format field. For example, the following date format SF{000}-{DD}/{MM}/{YYYY} returns the SF021-13/05/2009 value. The deleted field API-name has the _del postfix. Be sure to remove this postfix after recovery. Do not specify the Required and Read-Only attributes while creating a field. Add the field to the appropriate page layout and set these attributes: Go to Setup → Object Manager. Select the required object. Click Page Layouts, select the required page layout. In the Fields section, find the desired field and hover the mouse pointer over it. Click and set the attributes. Set up page layouts given the following: Fields with the Text Area or Text Area Long datatype should be placed together in a separate section with a 1-column layout. The Created By, Last Modified By, and Owner should be placed in the System Information section. Fields with the Number, Date, and Date/Time datatype are placed on the right side of the Information section. Manage related lists within the editing the corresponding page layout. Do not remove a related list from the custom page in Lightning App Builder because it will be removed for all users in the Salesforce org.","title":"Recommendations for Object and Field API Names and Page Layouts","component":"ctmobile-android","version":"","name":"recommendations-for-object-and-field-api-names-and-page-layouts","url":"/ctmobile-android/ct-mobile-solution/recommendations-and-peculiarities/recommendations-for-object-and-field-api-names-and-page-layouts.html","titles":[{"text":"Object and Field API Names","hash":"h2_1791025421","id":1},{"text":"Field Access","hash":"h2_1279097404","id":2},{"text":"Page Layouts","hash":"h2_1167134402","id":3}]},"451":{"id":451,"text":"A roll-up summary field is used to calculate values from a set of related records. The child records must be directly related to the parent record through a master-detail relationship. To create a roll-up summary field, refer to Salesforce Help. In the CT Mobile app, the roll-up field will be not automatically recalculated when a user changed values in the child records. Perform the synchronization to view the recalculated value.","title":"Roll-up Summary Fields","component":"ctmobile-android","version":"","name":"roll-up-summary-fields","url":"/ctmobile-android/ct-mobile-solution/recommendations-and-peculiarities/roll-up-summary-fields.html","titles":[]},"452":{"id":452,"text":"Salesforce provides Clickjack Protection on Site.com. To use this option along with the installed CT Mobile package: Configure Clickjack Protection settings. Follow the Salesforce guide here. Add your domain to the trusted domains to enable CT CLM features. After configuring Clickjack Protection functionality: Go to Setup → Security → Session Settings. In the Clickjack Protection section, check the required options. In the Trusted Domains for Visualforce and Survey Inline Frames section, click the Add Domain button. In the Domain field, enter the Domain name. To obtain the Domain name, go to Setup → Domains → copy Domain Name. In the IFrame Type field, select Visuaforce pages. Click Save. The setup is complete.","title":"Clickjack Protection Settings","component":"ctmobile-android","version":"","name":"clickjack-protection-settings","url":"/ctmobile-android/knowledge-base/configuration-guide/clickjack-protection-settings.html","titles":[{"text":"Add Domain to Trusted Domains","hash":"h2_482280866","id":1}]},"453":{"id":453,"text":"All information is divided into sections for your convenience: Remote Site Settings Manage Currencies Reference Object Person Accounts Clickjack Protection Settings CT Mobile Control Panel Custom Settings Google Maps API Key Metadata Archive","title":"Configuration Guide","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/configuration-guide/index.html","titles":[]},"454":{"id":454,"text":"Use one or more currencies in the CT Mobile app. By default, Salesforce organizations use a single currency. To set a currency: Go to Setup → Company Settings → Company Information. Click Edit. Select the required currency in the Currency Locale picklist. Click Save. The setup Is complete. After setting the currency locale, all currency values are displayed in the selected currency on the records of the custom related lists, layouts, and mini-layouts. Please get familiar with the Salesforce considerations for Enabling Multiple Currencies. Enable multiple currencies to have the ability to manage the record currency: Go to Setup → Company Settings → Company Information. Click Edit. Select the Activate Multiple Currencies checkbox. Click Save. The setup is complete. The selected currency is displayed in the Currency ISO Code field as a three-letter code. After typing in the value, the currency selected as default will be displayed. If there are several active and available currencies for the mobile user, add the Currency ISO Code field on the mini-layout to have the ability to select the desired currency. Otherwise, the default currency from the Currency ISO Code field of a User record will be added. The currency code will be displayed on the layout, mini-layout, and in the custom related list. When currencies differ in the Currency ISO Code field of an open record and the User record: The value will be displayed according to the Currency ISO Code field of the record; The value from the Currency ISO Code field of the User record will be displayed in the parentheses according to the rate from Conversion Rates. Otherwise, the value will be displayed only according to the Currency ISO Code field of the record.","title":"Manage Currencies","component":"ctmobile-android","version":"","name":"manage-currencies","url":"/ctmobile-android/knowledge-base/configuration-guide/manage-currencies.html","titles":[{"text":"Single Currency","hash":"h2_1313381761","id":1},{"text":"Multi-Currency","hash":"h2_440549015","id":2}]},"455":{"id":455,"text":"CT Mobile app allows working with Person Accounts. Person Accounts store information about individual people by combining certain Account and Contact fields into a single record. To enable Person Accounts functionality: Enable Person Accounts for the Salesforce org. After Person Accounts is enabled, a Person Account record type is created. Assign the person account record type to user profiles. Go to CT Mobile Control Panel: General and enable Person Accounts for the appropriate user profile. Go to CT Mobile Control Panel: App Menu and add Account and Contact to the Selected list in the required order. The setup is complete. To view only appropriate records on the Related Accounts tab in the CT Mobile app, it is necessary to specify the Account Contact Relation object in the Reference Object API Name field. The Person Accounts records are listed in the Contacts menu item. Configure and assign a mini-layout for the Person Account record type to create new records; Configure list views for Person Accounts by including the Is Person Account field in the filter criteria. For activity management, correct operation of the Calendar module, the Applications module, and the CT Mobile app in general, the Activity objects must contain the relationships with the Contact object, available to a user.","title":"Person Accounts","component":"ctmobile-android","version":"","name":"person-accounts","url":"/ctmobile-android/knowledge-base/configuration-guide/person-accounts.html","titles":[{"text":"Enable Person Accounts","hash":"h2_693098374","id":1},{"text":"Using Person Accounts in the CT Mobile app","hash":"h2_1162752891","id":2}]},"456":{"id":456,"text":"In the CT Mobile package, administrators can specify the Reference object according to the business goals. To set up the Reference object: Go to the CT Mobile Control Panel: General tab. In the Reference Object API Name field, select the desired object. Click Save. The setup is complete. After the full synchronization, the setting is applied. As the Reference object, use the junction object between the Account and Contact objects. In the case of the incorrect object in the Reference Object API Name field, the field is considered empty. the standard Account Contact Relationship object To use this object, users should have the ability to relate a contact to multiple records. For more information, refer to Set Up Contacts to Multiple Accounts. When using the CT Pharma solution as the target system, CTPHARMA__Reference__c Any custom object with the field of the lookup type to the Account and Contact objects","title":"Reference Object","component":"ctmobile-android","version":"","name":"reference-object","url":"/ctmobile-android/knowledge-base/configuration-guide/reference-object.html","titles":[]},"457":{"id":457,"text":"To configure and work with the full functionality of the CT Mobile app, it is necessary to create additional remote sites. If My Domain is not configured, specify the following: Go t Setup → Security → Remote Site Settings. Click New Remote Site. In the Remote Site Name field, enter any name you like. In the Remote Site URL field, enter https://INSTANCE_NAME.salesforce.com. To obtain INSTANCE_NAME, go to Setup → Company Settings → Company Information → find the Instance field. Click Save. The remote site is added. Please note that Salesforce requires My Domain for Lightning Experience users. In this case, set up My Domain and add one more remote site: Go to Setup → Security → Remote Site Settings. Click New Remote Site. In the Remote Site Name field, enter any name you like. In the Remote Site URL field, enter the URL of the user’s organization. The URL must include the top-level domain, e.g., .com. To obtain the URL of the user’s organization, in Salesforce Classic, go to the Home page and copy the URL, for example, https://organization-name-dev-ed.my.salesforce.com/ Click Save. The remote site is added. Also, make sure that the CTCLM and CTCLMEditor remote sites are active. Otherwise, some functionalities of the CT Presenter will not work properly. The CTCLMRD remote site should be active for the Remote Detailing functionality.","title":"Remote Site Settings","component":"ctmobile-android","version":"","name":"remote-site-settings","url":"/ctmobile-android/knowledge-base/configuration-guide/remote-site-settings.html","titles":[]},"458":{"id":458,"text":"The Attachment section on the Application record is used to store: .jpeg, .pdf, .html, etc., which can be used from within CLM presentation and should be specified in the Slide markup. project files in the ZIP archive(s). Attachment requirements for ZIP archives: The file size should be no more than 25 MB. If the attachment is larger than 25 MB, it should be split into several ZIP archives. The file extension for ZIP archives should be .zip with the source’s name. The available formats: the sources[n].zip format, where [n] is the number of the archive part, starting from 1. for convenience of use, it is possible to use the 7-Zip utility program to create and automatically divide archives into parts of less than 25 MB in the sources.zip.00[n] format, where [n] is the number of the archive part, starting from 1. Even if the attachment limit is extended by Salesforce support, there is no way to overcome the file size limit of 25 MB. To attach a file to the CLM presentation: Go to the Applications tab. Click the required CLM presentation. Drop the file in the Attachments section. For ZIP archives, click Renew Slides to recalculate all the slides and make them consistent with templates and widgets. For .jpeg,.pdf, .html, etc., specify the code in the Slide markup. Click Publish Application to upload an updated CLM presentation during fast or mixed synchronization. The file is added.","title":"Attach Files to CLM Presentation","component":"ctmobile-android","version":"","name":"attach-files-to-clm-presentation","url":"/ctmobile-android/knowledge-base/ct-presenter/attach-files-to-clm-presentation.html","titles":[]},"459":{"id":459,"text":"There is a list of management tools to control CLM presentations: The Application module, Carousel of CLM presentations on the mobile layout and Home Screen. Gestures Button controls Opening Attached files Changing Slides Slides from one or several CLM presentation(s) may be organized in the branches, and each branch will be launched depending on the choice of the user. Double tap on the bottom of the screen to display slides in a branch for rapid switching between the slides. To jump to another branch, use one of the JS Bridge methods for navigation. For example, the presentation may include a home page that contains buttons for navigating through the presentation. On this slide, a user can choose what path of the presentation to take by tapping one of the headers. Each slide should have a unique order number. It is recommended to number branches as 0, 1, 2, etc., and number slides as 01, 02, …, 11, 12, etc., where a first number is a branch number, and a second is an order slide number in this branch.","title":"Navigation in CLM Presentations","component":"ctmobile-android","version":"","name":"clm-navigation-in-clm-presentations","url":"/ctmobile-android/knowledge-base/ct-presenter/clm-navigation-in-clm-presentations.html","titles":[{"text":"Branches","hash":"h2_21685430","id":1}]},"460":{"id":460,"text":"A set of HTML slides representing the logic of the CLM presentation. Slides are formed on templates and have a variable area for multiple use cases. Users can create custom scenarios based on the default scenario. A CLM presentation page with a unique index number. The existence of two slides with equal index numbers within one CLM presentation is not permitted. The Required attribute prevents mobile users from displacing or removing the slide from the scenario. The Fixed attribute disables slide scrolling using a double swipe. The attribute use is recommended to be set to the slides that represent the menu. An HTML layout with placeholders. Templates support an unlimited number of placeholders. Multiple slides of the same CLM presentation can use the same template. An HTML layout field that indicates a place for interactive widget content storage. It is possible to set up the type of supported widgets in the placeholder. The placeholder position number is a required parameter. Placeholders are marked as {!POSITION_n}, where n is an ordinal integer. A separate editable template element. The following types of widgets are currently supported: Rich Text For changes to the HTML layout, text blocks places, and images Slider An interactive customizable widget that can aggregate numerical values Chart An interactive diagram widget Sortable An interactive sorting widget Video A widget for inserting a video into a slide YouTube video is currently supported. The video can be downloaded to the iPad to be available in offline mode. All types are managed using the Application Editor, excluding the Video type. The object is intended to store the CLM presentation statistics from the Application module, Home Screen, and a record’s mobile layout. The object is intended to store user scenarios for CLM presentations. The object is intended to record all details, e.g., the company’s products, of different types of user visits. The object is intended to log entries of each action during synchronization.","title":"CLM Presentation Components","component":"ctmobile-android","version":"","name":"clm-presentation-components","url":"/ctmobile-android/knowledge-base/ct-presenter/clm-presentation-components.html","titles":[{"text":"Application","hash":"h3_14400000","id":1},{"text":"Slide","hash":"h3_145801861","id":2},{"text":"Template","hash":"h3_261292728","id":3},{"text":"Placeholder","hash":"h3_1019358273","id":4},{"text":"Widget","hash":"h3_306512626","id":5},{"text":"Additional objects","hash":"h2_1899601929","id":6},{"text":"Application Stats","hash":"h3_1467219969","id":7},{"text":"Custom Scenario","hash":"h3_877574013","id":8},{"text":"Activity","hash":"h3_2064980083","id":9},{"text":"Sync Log","hash":"h3_1775407813","id":10}]},"461":{"id":461,"text":"Table of Contents Required Permissions CLM Presentation Creation Publication of CLM Presentations Displaying and Management of CLM Presentations CT Mobile app (offline mode) The CT Presenter is intended to create CLM presentations for demonstrating them offline and online on the PC, tablets, and mobile phones. To use the CT Presenter functionality: Go to Setup → Security → Remote Site Settings → make sure that the CTCLM and CTCLMEditor remote sites are active. Go to Setup → Custom Code → Custom Settings → Trigger Settings → make sure that the following records are created and active: ApplicationProcess AttachmentProcess SlideProcess TemplateProcess WidgetProcess Go to CT Mobile Control Panel: Tools and check the cloud token is specified. Assign the preconfigured permission set to a user according to their role. Check user permissions to CLM objects. Get familiar with the requirements for CLM presentations. CT Presenter provides the Application Editor: Manually create CLM presentations using one of the options: Add slides based on templates with placeholders and widgets; Add slides with the specified markup. Add PowerPoint, PDF, or JPEG/JPG files to convert into a CLM presentation. CT Presenter provides the Plain Application Editor: Create and edit CLM presentations using the web interface. Create your templates, and slides with images, texts, videos, etc. Import PowerPoint into an existing template and convert it to a CLM presentation. Use the custom scenario editor to create, edit and delete custom scenarios. To use a CLM presentation, it is necessary to publish it: Renew slides of the current CLM presentation to view slides in the navigation feed during the display of the CLM presentation. Publish a CLM presentation by selecting it on the Applications tab. Publish a CLM presentation by using the Application Editor. During the synchronization process, CLM presentations will be downloaded on the mobile device and available for use: The CLM presentation should be active and available offline. The Available Offline attribute is available since the CT Mobile managed package v. 3.54. The administrator should activate this checkbox for the required CLM presentations. The Application module allows reviewing CLM presentations uploaded from Salesforce. You can configure the mobile layout of the Activity object to launch a CLM presentation from the carousel of CLM presentations on the activity record. Also, you can launch a CLM presentation from the Home Screen. For each CLM presentation: Use pre-configured gestures. Double-tap the left or right side of the screen to view the control buttons. Double-tap the bottom of the screen to display the selected scenario and slide in a branch for rapid switching between the slides. JS Bridge methods are available from within the CLM presentation if specified on the slide markup. During the CLM presentation, specific user actions are captured and collected in the Application Stats record. Tracking button clicks, likes, dislikes, slide duration, and slide navigation are specified for each CLM presentation. The statistics will be linked to the activity record from which it was started. The CT Mobile app asks a user to link the statistics to the activity record if the CLM presentation was launched from the Application module or Home screen.","title":"CT Presenter Introduction","component":"ctmobile-android","version":"","name":"ct-presenter-introduction","url":"/ctmobile-android/knowledge-base/ct-presenter/ct-presenter-introduction.html","titles":[{"text":"Required Permissions","hash":"h2_1251281241","id":1},{"text":"CLM Presentation Creation","hash":"h2_2019207216","id":2},{"text":"Publication of CLM Presentations","hash":"h2_1250107167","id":3},{"text":"Displaying and Management of CLM Presentations","hash":"h2_1781171346","id":4},{"text":"CT Mobile app (offline mode)","hash":"h3_1603252651","id":5}]},"462":{"id":462,"text":"Custom Scenario Editor is intended to create and edit the custom scenarios of CLM presentations in Salesforce. To create a custom scenario: Go to Applications → click the required Application record. In the Custom Scenario section: Click Create to add a new scenario using the Custom Scenario Editor. Click Edit next to the scenario to edit its details. Click the icon to edit the scenario using the Custom Scenario Editor. Click Delete next to the scenario to delete it. The Custom Scenario Editor opens. Add the required slides. If some slides are not properly shown, renew them. Click the arrow next to the Save scenario button. Click Create if you add the new scenario; Click Save if you edit the existing scenario. In the new window: In the Create field, select a new scenario or a new CLM presentation. In the Presentation field, select the presentation to save the scenario. The field is not in use if you create a new CLM presentation. In the Scenario name field, specify the custom scenario name; Enable the Favorite checkbox to add the scenario to favorites. Click Create. The custom scenario is added.","title":"Custom Scenario Editor","component":"ctmobile-android","version":"","name":"custom-scenario-editor","url":"/ctmobile-android/knowledge-base/ct-presenter/custom-scenario-editor.html","titles":[]},"463":{"id":463,"text":"Use the Download as PDF button to quickly save several CLM presentations in PDF format. Each CLM presentation will be saved as a single PDF file with a slide per page. The PDF file format: ApplicationName (ApplicationVersion).pdf. The created PDF will be saved in the Owned by Me section on the Files tab. Add Button to the Layout Create PDF To add the button to the Applications tab: Go to Setup → Application → Search Layouts for Salesforce Classic. Click Edit next to List View. In the Custom Buttons section, move Download as PDF to Selected Buttons. . Click Save. The button is added. To create PDF files with CLM presentations: Go to the Applications tab. Open the required list view. Select CLM presentations to convert into PDF. Click the Download as PDF button. The CLM presentations are converted into PDF files and available in the Owned by Me section on the Files tab.","title":"Download CLM Presentations as PDF","component":"ctmobile-android","version":"","name":"download-clm-presentations-as-pdf","url":"/ctmobile-android/knowledge-base/ct-presenter/download-clm-presentations-as-pdf.html","titles":[{"text":"Add Button to the Layout","hash":"h2_1318785425","id":1},{"text":"Create PDF","hash":"h2_1417760844","id":2}]},"464":{"id":464,"text":"CT Presenter is a cloud app that provides Digital Sales Aid functionality for mobile devices, also known as CLM (Closed Loop Marketing). It can be used to facilitate interactions between sales presenters and customers (HCPs, buyers) to achieve the most engaging user experience. This guide is intended for UI/UX and content designers, CLM-, CRM-, brand managers, and technical teams, who are responsible for selecting, managing, and creating visual aids and CLM presentations. CT Presenter Introduction Requirements and Media File Formats CLM Scheme CLM Presentation Components Test CLM Presentations Application Editor Creating CLM Presentation Plain Application Editor Custom Scenario Editor Attach Files to CLM Presentation Publishing CLM Presentations Navigation in CLM Presentations Download CLM Presentations as PDF JS Bridge API CT Presenter enables client-facing interactions using CLM presentations via various channels. CLM presentations can include interactive product presentations, educative and training materials, videos, references, links to external websites, mini-applications for trade & retail audits, contract visualization, etc. As CT Presenter is tightly integrated with CT Mobile, CLM presentations can interact with the mobile offline database of the CT Mobile app using read/write access to CRM data. In CLM presentations, images, videos, and attached PDFs can be used from the existing media libraries. For example, it is possible to develop complex CLM presentations based on HTML5 for product presentation along with retail audit and order taking. It will be a visually and functionally advanced presentation, which can provide a full “route map” of a visit and support with interactive tools for the actions that are needed to take during the call. CLM presentations are structured within the Salesforce data model and store HTML5 content and related resources in the Salesforce database. CT Presenter provides the data model and tools for CLM-presentations tracking and usage analysis for further improvement, e.g., shown slides, duration of every slide shown, clicks, etc. As all the statistics of content usage are stored in the Salesforce database, it is easy to run reports and develop integrated reports on CRM + CLM performance indicators of the reps.","title":"CT Presenter","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/ct-presenter/index.html","titles":[{"text":"Integrated CLM and CRM","hash":"h2_741641000","id":1}]},"465":{"id":465,"text":"Table of Contents Applications Tab Renew Slides Application Editor Tab When all the necessary information is placed on slides and widgets, the CLM presentation is ready to publish. Publication of the CLM presentation is a confirmation for all changes to be visible to the users of the CT Mobile app and a command for the CT Mobile app to upload an updated CLM presentation. To publish a CLM presentation: Go to the Applications tab. Click the required CLM presentation. Click the Publish Application button. Click the Forced Load Date field and select the appropriate date. Click Save. After the publication is confirmed, the CLM presentation is marked as Active, and the current version of the CLM presentation is updated. During fast or mixed synchronization, the CT Mobile app compares the current version of the CLM presentation with the one previously saved. If any discrepancies are found, only those slides and attachments will be loaded that have been updated after the last synchronization. In case of the future date is set in the Forced Load Date field on the CLM presentation record, the CT mobile app asks the current user to download the CLM presentation or not. In the case of the past date or an empty value being set in the Forced Load Date field the CLM presentation will be downloaded. To view slides in the navigation feed on the Applications module, on the mobile layout of a record, and Home Screen, it is necessary to take slide screenshots. The Renew Slides functionality creates or replaces the screenshots, for example, if some information was changed or the animation was added. Taking a slide screenshot with a delay helps to capture all animating details. Currently, the screenshots of slides that use the following HTML features are taken incorrectly: csstransforms3d WebGL geolocation indexeddb video audio The process of preparing slide screenshots may take up to 10-15 minutes, depending on the current service load. To renew slide screenshots: If the required remote sites are not activated, slides will not be updated and the error message will be shown. Go to the Applications tab. Click the required CLM presentation. Click the Renew Slides button. Select the delay: 3, 7, or 15 seconds. Click OK. Slides screenshots will be replaced. Wait for 2-3 minutes to publish the CLM presentation. If an error occurs, check the numbering and order of slides and branches. To publish a CLM presentation right through the Application Editor: On the Application Editor tab, select the required CLM presentation. Click the Publish button. Select the Forced Load date from available values such as immediately, in 3, 7, or 15 days. Click the Publish button. After the publication is confirmed, the CLM presentation is marked as Active, and the current version of the CLM presentation is updated. During fast or mixed synchronization, the CT Mobile app compares the current version of the CLM presentation with the one previously saved. If any discrepancies are found, only those slides and attachments will be loaded that have been updated after the last synchronization. In case of the future date in the Forced Load Date field on the CLM presentation record, the CT mobile app asks the current user to download the CLM presentation or not. In the case of the past date or an empty value being set in the Forced Load Date field, the CLM presentation will be downloaded.","title":"Publishing CLM Presentations","component":"ctmobile-android","version":"","name":"publishing-clm-presentations","url":"/ctmobile-android/knowledge-base/ct-presenter/publishing-clm-presentations.html","titles":[{"text":"Applications Tab","hash":"h2_1149854286","id":1},{"text":"Renew Slides","hash":"h3_1098755975","id":2},{"text":"Application Editor Tab","hash":"h2_104022594","id":3}]},"466":{"id":466,"text":"Table of Contents Common Recommendations Recommended Media Formats PDF and PowerPoint Requirements Video in CLM presentations Links in CLM presentations Required JS Resources There is a list of requirements and media file formats for CLM presentations: Consider the quantity and image quality of the media assets to ensure the CT Mobile app responds quickly, and the user does not wait long during the synchronization. The CLM presentation aspect ratio should depend on the screens of the mobile device to display, mostly it is 16:9 or 4:3. Use media according to the resolution of the target device. HTML5 can handle large files, but you should make sure that these files do not use all the memory of a mobile device. Otherwise, CT Mobile may crash while displaying the content or soon after returning to the rest of CT Mobile functionality. XML parsing within HTML5, while it may be technically possible, has been known to use up all the memory. We recommend testing the display of HTML5 content and interactions with it repeatedly to ensure memory issues will not occur. However, memory warnings may appear in the device log to identify possible memory issues, although not every time. For long-format, like reports and articles, we recommend using PDF that may be converted into HTML5 code. For short-format media, HTML5 will provide a better navigation experience, more accurate reporting, and interactivity. Also, it is possible to convert .ppt(x) or JPG/JPEG into HTML5 code with slide snapshots (degraded resolution is used to optimize image/file size). We recommend that you consider default gestures when implementing custom actions. For example, do not override the two-finger swipe that is used to switch slides in a scenario. Or do not implement custom action by double-tapping the sides of a screen because this gesture calls out the navigation bar or the standard action menu. Adobe Flash is not supported. Do not name methods as the top-level domains. For example, if the .to method is used in the class on the slide markup, the classname.to will be interpreted as the link. Type Extension Recommended Size Display (on Mobile Device) Additional Guidelines HTML5 .html .htm 13 000 symbols per slide 2 MB Fullscreen in the landscape view Support files such as HTML, CSS, images, video, and PDF are stored in multiple folders. Media included with the HTML should be referenced using relative paths, like /css/styles.css rather than http://server.com/css/styles.css. Default gestures to switch and interact with slides are supported. Video .mp4 .m4v .mov .avi 10 MB per video 60 seconds long Fullscreen in landscape view Small video can be scaled to the full screen H.264 MPEG4 is recommended. Large files increase the battery use of the device during syncing: using the highest level of video compression that creates the desired effect is strongly recommended. Images .jpg .png The minimum resolution is 1024x768 for landscape view PDF 2.5 MB per 10 pages with images 2.5 MB per 50 pages with text not more than 75 MB Fullscreen in landscape view Small video can be scaled to the full screen Scroll vertically In the current version of CT Presenter, PDFs are displayed only as attachments on mobile devices. Do not insert any fields or forms in PDF files. If a PDF file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation. Do not use the & symbol in the PDF file name, otherwise the presentation will not be loaded. PPT not more than 75 MB Embed fonts in a CLM presentation to be sure that the fonts, special characters, layout, and styling of the document won’t change while sharing. If a .ppt(x) file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation. Slides animation from converted .ppt files is not supported. Violation of converted slides' proportion is possible when other than iPad format slides are used in the source document. ZIP .zip not more than 73 MB not more than 200 slides The ZIP file structure must not contain subdirectories. Slides must be located in the root directory. Do not use the & symbol in the ZIP file name, otherwise the presentation will not be loaded. Consider these parameters when converting CLM presentation based on .pdf or .ppt(x). Parameter Image Size, pixels Default Rendering Quality, DPI Physical Size, in Physical Size, cm .pdf Width 4096 300 13.65 34.67 Height 3072 300 10.24 26.00 .ppt(x) Width 4800 300 16 40.64 Height 3600 300 12 30.48 For the .ppt(x) format, these parameters mean the slide size: The slide size for the .ppt(x) format was tested and is recommended as a workable value. Presentations with other sizes of .ppt(x) slides may not work properly. The link should have the following format https://www.youtube.com/embed/GhpE_7cBu44. We suggest you upload videos to YouTube by selecting the Unlisted value in the Visibility option to avoid public dissemination. During synchronization, the CT Mobile app downloads the video into its local repository for offline access. The code for correct video insertion in slide markup: To open a link in the CLM presentation, the link should be as https://www.google.com/, for example: link The following JS library should be represented in the tag of each slide. The following scripts and styles should also be specified in the tag of a slide for editing via Application Editor. ","title":"Requirements and Media File Formats","component":"ctmobile-android","version":"","name":"requirements-and-media-file-formats","url":"/ctmobile-android/knowledge-base/ct-presenter/requirements-and-media-file-formats.html","titles":[{"text":"Common Recommendations","hash":"h2_1563031520","id":1},{"text":"Recommended Media Formats","hash":"h3_682202319","id":2},{"text":"PDF and PowerPoint Requirements","hash":"h2_1593603134","id":3},{"text":"Video in CLM presentations","hash":"h2_1549430477","id":4},{"text":"Links in CLM presentations","hash":"h2_2044220847","id":5},{"text":"Required JS Resources","hash":"h2_1169375241","id":6}]},"467":{"id":467,"text":"Create test CLM presentations to get familiar with how to implement the JS Bridge methods and media into a slide markup. Go to Bridge Methods Availability to see which JS Bridge methods are available for use based on the device platform. To add test CLM-presentations: Go to CT Mobile Control Panel: General. In the top right corner, click the Create Demo App button. CLM presentations are added. Go to Applications to view the created CLM presentations. CT Mobile JS API Use this CLM-presentation as an example of how to implement the following JS Bridge methods: ctm.create ctm.update ctm.delete ctm.query Demo Presentation Use this CLM-presentation as an example of how to interact with the elements, such as video or widgets.","title":"Test CLM Presentations","component":"ctmobile-android","version":"","name":"test-clm-presentations","url":"/ctmobile-android/knowledge-base/ct-presenter/test-clm-presentations.html","titles":[]},"468":{"id":468,"text":"Table of Contents Photo Add Post The Actions combo menu allows additional actions to be performed on a record details screen. Add pictures to a record. Tap the Photo button to select one or several photos from the device gallery, or take a new one. View photos on the Notes & Attachments tab of the record. The Photo button is available on any object—the records of Accounts,Contacts, and Activity objects: When a mobile user has permission to edit records. When a record is available for a mobile user according to Sharing Settings, for example, with Public Read/Write access, if there is a sharing rule, or if the access was granted manually. Add a post in the Chatter feed. Click Add Post. In the open modal window: The user profile should have permission to edit records of the object to which the Chatter tab is added. Tap to add a link. Tap to add a photo or audio message from the device. You can also take another photo or audio message.","title":"Actions","component":"ctmobile-android","version":"","name":"actions","url":"/ctmobile-android/knowledge-base/mobile-application/actions.html","titles":[{"text":"Photo","hash":"h2_62618674","id":1},{"text":"Add Post","hash":"h2_785802245","id":2}]},"469":{"id":469,"text":"The compact layout is a standard Salesforce functionality of Salesforce to customize the record field display in the Salesforce mobile app and Lightning Experience. CT Mobile app uses compact layouts to form the title and subtitle of records in the related lists, for example, in the Calendar and Routes modules or on the Errors screen. The record title is the value of the first field in a compact layout, and the subtitle is the value of the second field in the compact layout, except for: if the first field has no value, the title is generated by the value in the field with the NameField=true attribute. if a user has no access to fields of the assigned compact layout, the title is generated by the value in the field with the NameField=true attribute if the field with the NameField=true attribute has no value, the title is generated by its ID (Salesforce ID or temporary ID in the application). Also, when a user taps on an Activity record on the calendar grid, values of all fields, which have been added to the assigned compact layout, will be displayed in the pop-up.","title":"Compact Layout","component":"ctmobile-android","version":"","name":"compact-layout","url":"/ctmobile-android/knowledge-base/mobile-application/compact-layout.html","titles":[]},"470":{"id":470,"text":"Here you can find articles described the functionality of the CT Mobile app. Please assign the CT Mobile User_ permission set to all mobile users who work with the CT Mobile app. All information is divided into sections for your convenience: Synchronization Mobile Application Modules Actions Search Compact Layout PDF Files Generator","title":"Mobile Application","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/mobile-application/index.html","titles":[]},"471":{"id":471,"text":"The CT Mobile app allows you to generate PDF documents during the display of CLM presentations. You can attach several templates to a single CLM presentation. templates should be added as an attachment to the CLM presentation. The template filename should have the format as template.html, template1.html, template0012.html The template name should be specified in the Description field of the Attachment object. The selected value will be displayed in the list of templates available for generation. each template must contain markers of the following type: {!Contact.FirstName}, {!Account.Name}, {!CustomObjectc.SomeFieldc}. At the document generation, markers will be replaced by the values of the indicated fields of available offline objects. If a field is empty or the object of this field is not available offline, the marker will be replaced by a blank space. The values are substituted from the local database records, as well as the values collected during the display of a CLM presentation.","title":"PDF Files Generator","component":"ctmobile-android","version":"","name":"pdf-files-generator","url":"/ctmobile-android/knowledge-base/mobile-application/pdf-files-generator.html","titles":[]},"472":{"id":472,"text":"The Global Search button is located at the top of the Home screen and allows you to search records of objects added to the main menu. Search is carried out in the fields that are listed on the Search Results search layout and in the fields specified as the title and subtitle on the compact layout. The found records are displayed on the left side of the screen. This type of search is placed at the top of the records list in all objects added to the menu. The search button allows all records of the selected object to be searched. Search is carried out in the fields that are listed on the Search Results search layout and in the fields specified as the title and subtitle on the compact layout. The found records are displayed on the left side of the screen.","title":"Search","component":"ctmobile-android","version":"","name":"search","url":"/ctmobile-android/knowledge-base/mobile-application/search.html","titles":[{"text":"Global Search","hash":"h2_80851391","id":1},{"text":"Search in Records","hash":"h2_477596190","id":2}]},"473":{"id":473,"text":"Table of Contents CT Mobile package v. 4.5 CT Mobile package v. 3.93 CT Mobile package v. 3.90 CT Mobile package v. 3.89 CT Mobile package v. 3.82 CT Mobile package v. 3.81 CT Mobile package v. 3.79 CT Mobile package v. 3.71 CT Mobile package v. 3.69 CT Mobile package v. 3.68 CT Mobile package v. 3.67 CT Mobile package v. 3.66 CT Mobile package v. 3.65 CT Mobile package v. 3.64 CT Mobile package v. 3.63 CT Mobile package v. 3.62 CT Mobile package v. 3.61 CT Mobile package v. 3.60 CT Mobile package v. 3.59 CT Mobile package v. 3.58 CT Mobile package v. 3.57 CT Mobile package v. 3.56 CT Mobile package v. 3.55 CT Mobile package v. 3.54 CT Mobile package v. 3.53 CT Mobile package v. 3.51.2 Here you could find a feature, the link to the corresponding article, and the CT Mobile package version since the feature is available. Important notes: If you update the CT Mobile package from a version below 3.50.2, you need to install version 3.50.2 (click to download), then version 3.50.3 (click to download), and after the current version of the CT Mobile package. Please note that the links are provided to update your production Salesforce environment. To update the safe environment, replace the path https://login.salesforce.com/... in the link with https://test.salesforce.com/... Since CT Mobile package version 3.54, the administrator credentials are not used. CT Mobile Control Panel 2.0: redesigned with a modern interface and enhanced usability to provide a smoother, more intuitive user experience. This version includes improved navigation, faster performance, and new features that make managing your tasks more efficient than ever before. If you are using an older version of the CT Mobile package and want to use Control Panel 2.0, first install the Intermediate Patch v. 3.99, and then update to package version 4.5. If the CT Mobile package is not installed in your environment, simply install version 4.5. New metadata scheduler. Metadata last modify date updating based on archive creation. Adding Flows into metadata archive based on archive component. Fixed missing metadata archive refresh date. Please remove the archive component custom metadata type before upgrading to this version. Fixed displaying Mini Layouts editing window. Fixed displaying fields in the Custom Details editing window. Please remove the archive component custom metadata type before upgrading to this version. Regarding migration of the metadata archive to the new infrastructure, the Authorize Heroku Service button has been added to the Tools tab of the CT Mobile Control Panel. After installing the CT Mobile package v. 3.89: Login to your Salesforce organization with the System Administrator profile credentials. Go to CT Mobile Control Panel → Tools. Click Authorize button next to Authorize Heroku Service. Click Allow in the appeared authorization window. Each user with the System Administrator profile must authorize the Heroku service before refreshing the metadata archive. Progress bar has been added under the Refresh metadata archive button in the CT Mobile Control Panel → Tools tab. Refresh CTM Settings and Remove metadata archive buttons have been removed from the CT Mobile Control Panel → Tools tab. Fixed creation multiple identical CTM Settings records for offline objects with related list filters. Fixed editing custom scenarios. Now you can specify a custom domain name for your meeting URL. The Available for Download checkbox is added to the application creation form. If selected, the presentation can be downloaded as PDF during the Self Detailing. Updated required permissions sets for CT Mobile users, who need to work with CLM presentations: CT Mobile User (edited); CT Mobile List View (new); CT Mobile Presenter (new). Fixed \"Error 404\" in Remote Detailing room for sandbox environments with enabled Salesforce Enhanced Domain. Save several audio records for the Remote Detailing meetings. This option is available only in the CT Mobile package v. 3.71. Fixed adding components to the metadata archive (also when using Archive Components custom metadata type). Saving audio recording on the corresponding Activity record. Fixed display of tracked user’s path on the map. Download the package from the App Exchange. UI fixes. The ability to activate the CG Cloud support to work with it in the CT Mobile app if the CG Cloud is configured in the Salesforce organization. A warning about the paid Remote Detailing feature is displayed for the first logging in. During the Activity creation, users will be notified if CLM presentations are not found on a server. The Terms Accepted attribute in the application statistics stores a participant’s agreement to the terms of use. During the Self Detailing meeting. The ability to use the ctm.secureQuery method in the CLM presentations to make secure requests to Salesforce data. Support the ctm.create and ctm.update methods in the CLM presentations. For user convenience: A message will inform the user that the CLM presentations are not added to the server. Only a maximum of 9999 of the most recently modified dashboards and a maximum of 1000 of the last most recently modified reports will be downloaded in the CT Mobile app during the sync process. Only records with the record types of the CT Mobile package will be deleted with the Refresh CTM Settings button. Fixed checking the profile permission to launch a Remote Detailing meeting. Fixed populating the reference field on the corresponding Application Stats record with the Activity record from which the Remote Detailing meeting was started. Fixed adding custom labels to the metadata archive. CT Presenter Fixed the Renew slides button operation when updating slides. UI fixes. The ability to select or manually add the value in the fields with the Date and Date/Time data type during creating a SOQL filter. New options to specify and add terms of use on the Welcome screen during the Remote Detailing or Self Detailing meeting. Currently, not in use. If the required remote sites are not activated, an error message will be displayed when a user tries to renew slides. The browser name and IP address will be stored in the statistics record for the presenter and participants. The ability to create a CLM presentation based on a ZIP archive with the images in JPEG or JPG format. Now, you can either specify components to collect or set the number of entities in one request to build the metadata archive. Contact our Customertimes team to get the additional information. Fixed the ability to download the metadata archive. The list of permissions has been updated with the User audit fields for the CT Mobile Administrator and CT Mobile User permission sets. Use the New settings only toggle to specify whether to store settings both in custom settings and as CTM Settings records or only as CTM Settings records. The ability to specify whether the participant is required to add the email to access the Remote Detailing meeting. The new parameter for future audio recording storage is added. For user convenience: A message will inform the user of the reason CLM presentations are not available for a Remote Detailing meeting. A message will inform the user that they do not have permission to launch a Remote Detailing meeting. The new audit field is intended to store the user’s device model for better customer support. The logic will be implemented in the next releases of CT Mobile apps. If the required remote sites are not activated, an error message will be displayed when a user tries to save a CLM presentation in Application Editor. If CLM presentations are not set for the Activity record, all active and available for Remote Detailing meetings CLM presentations will be available during the Remote Detailing session. To reduce sync time and use fast sync instead of mixed one, the metadata checker now only tracks reports and dashboards that have been added to the Home screen of the CT Mobile app or specified in a custom folder that starts with the CLM keyword. Fixed the availability of CLM presentations and slides: inactive CLM presentations and slides are now no longer available during a Remote Detailing meeting. We kindly ask you to refer to the Migration to Remote Detailing 2.0 article to set up the Remote Detailing 2.0 functionality. New CT Presenter connected app. The ability to add desired components in the metadata archive by specifying them using the corresponding custom metadata type. Contact our Customertimes team to get the additional information. Fixed an issue with refreshing the metadata archive when there are too many custom settings records. Performance improvement: Reducing the number of objects in the metadata archive. The new RD endpoint should be activated when installing or updating the CT Mobile package. Enhanced UI for the presenter and participants. The list of permissions has been updated for the CT Mobile Administrator and CT Mobile User permission sets. Security Update: specify the integration user to connect to the Self Detailing meeting and collect statistics. New direct links to access Remote Detailing and Self Detailing meetings. The ActivityProcessHandler class will check if only active and valid CLM presentations are specified for Activity objects. If not, the error message will be written in logs. For your convenience, use the Download metadata archive button to download the archive and send it to support in case of any issues. The maximum size of the .pdf and ppt(x) file for converting to CLM presentation has been enlarged up to 75 MB. New JS Bridge methods to manage audio and video on the presenter device. The error message will be displayed when a user loads an Attachment which size is more than 25 MB. Fixed an issue with a lack of user permissions to access the Sync Recovery functionality. Fixed deactivation of the Unfinished Activity Allowed option when the Start/Finish functionality is disabled. Fixed the trigger operation: add and activate the required trigger in the Trigger Settings. Fixed saving CLM presentation as PDF when the CLM presentation name contains invalid characters. Fixed the ActivityProcessHandler class errors when there are no actual values in the Link Field and Application List Field. Fixed compilation of metadata archive in case of larger data size. The metadata archive will not be rebuilt when changes are applied to objects that are not specified as offline objects. Improved Sync Recovery functionality: force insertion of records through the Proxy object option when these records contain errors that prevent these records from being inserted using the Direct access option. In the CT Mobile User and CT Mobile Administrator permission sets: The corresponding access to the Unfinished Activity Allowed field of Mobile Application Setup is added. The corresponding access to the Slide Zoom Enabled and Available Offline field of the Application object is added. During the installation of the package, the cloud token will be copied to the protected API Key custom setting. During the package installation, the Available Offline attribute of the Application object will be set as true for those CLM presentations that were available offline. If the Sync Recovery functionality is enabled and the Attachment record has a temporary Id of the parent record in the reference field, the attachment will be sent as a Proxy object to Salesforce. Specify the ability to leave the unfinished activity for users' profiles. The ability to activate the CT Sign module for the CT Mobile app. Due to security reasons, the Scheduled metadata check toggle and the Refresh metadata archive button are displayed only for users with the Modify All Data and Modify Metadata Through Metadata API Functions permission or with the assigned CT Mobile Administrator permission set. The Create button will be inactive if there is no field added when creating a mini layout. Fixes for the creation of custom related lists. Fixed the display of the settings on the CT Mobile Control Panel tabs for Safari users. The ability to work with the Custom Scenario Editor in Lightning Experience. Fixed the process of renewing slides if there is only one slide in the CLM presentation. Fixed attaching files to CLM presentations in Lightning Experience. In this release, the new CTM User Settings object is added to store list views created by the mobile user in the CT Mobile app. The required permissions are added in the CT Mobile User and CT Mobile Administrator permission sets. The ability to specify the ascending or descending order for records in the Routes module. The Remove metadata archive from server button is added to simplify the QA process. The ability to specify Bing Maps API Key for CT Mobile Windows and Google Maps API Key for CT Mobile Android to select Bing or Google Maps in the Routes module, in the Nearby Accounts module, and the Maps widget. Users of CT Mobile iOS with the enabled Start/Finish functionality may be given the ability to leave the unfinished Activity record to work with other functionalities. Display an error when renewing slides using the invalid cloud token. Only one mini-layout can be specified for record types and profiles. Fixed saving to handle changes of a large number of fields on the Calendar tab. Fixed the display of profile settings on the Calendar tab when selecting the profile in the Location field. Fixed the incorrect error text when something goes wrong while converting a ppt(x) or PDF file into a CLM presentation. Fixed the error text when renewing slides. Fixed the Back button behavior in the Application Editor: now, the corresponding CLM-presentation record opens instead of the Home page. The new private API key custom setting is used to store the cloud token and restrict user access to the cloud token following the Salesforce security policy. The Refresh metadata archive button is intended to replace the manual collecting of the metadata archive. The ability to use reference fields in SOQL filters. If the CT Orders module is available for at least one profile, the description for the CT Orders objects will be added to the metadata archive to provide offline the full CT Orders functionality. Metadata will be added to the metadata archive based on the CTM Settings records of the Offline Object record type to reduce the sync process time. Custom scenarios can be selected within the Remote Detailing session. Fixed display of several empty fields when creating a mini-layout. Fixed the picklist expanding. Fixed the behavior after clicking the Back button in the Lightning Experience. The list of the related lists for an offline object is no longer cached on the Offline tab. Fixed the related list editing. Fixed the Demo presentation creation in the Sandbox environments that are created based on the Production environment. The Show button to view the cloud token value. The Call Repeat Allowed option allows resuming the finished meeting. Statistics will be collected too. The indicator of the enabled attendee’s remote control is highlighted in red color for better visibility. The corresponding tab allows customizing the Remote Detailing and Self Detailing functionality in one place. For the users' convenience, the objects in the picklists are now sorted by label instead of API Names. The Refresh CTM Settings button helps to support consistency between CTM Settings and Custom Settings records in case of errors. The ability to add the CT Orders module to the CT Mobile app on the App Menu tab If the CT Orders package is installed. In Lightning Experience, add the Download as PDF button to the Applications tab for generating PDF files for several CLM presentations. Improved quality for slides generated from PDF or PPT files via Application Editor. The enhanced setup process for the Remote Detailing and Self Detailing functionality. In Lightning Experience, add the Remote Detailing button on the Application record to launch the Remote Detailing meeting. On the Attendee Details screen, the username field is now required for filling out. In the Salesforce Classic, the Remote Detailing and Self Detailing buttons are no more supported. To correctly apply lookup filters in the reference fields of the Event and Task records, the fullNames = Activity request is included in the CustomObject request used for metadata archive creation.","title":"CT Mobile Package Release Notes","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/news/ct-mobile-package-release-notes/index.html","titles":[{"text":"CT Mobile package v. 4.5","hash":"h2_1111809725","id":1},{"text":"CT Mobile package v. 3.93","hash":"h2_2032103072","id":2},{"text":"Fixes","hash":"h3_479845033","id":3},{"text":"CT Mobile package v. 3.90","hash":"h2_2032103073","id":4},{"text":"Fixes","hash":"h3_1844278829","id":5},{"text":"CT Mobile package v. 3.89","hash":"h2_466019125","id":6},{"text":"CT Mobile package v. 3.82","hash":"h2_466019130","id":7},{"text":"Fixes","hash":"h3_574533443","id":8},{"text":"CT Mobile package v. 3.81","hash":"h2_466019133","id":9},{"text":"Fixes","hash":"h3_1234198259","id":10},{"text":"CT Presenter","hash":"h4_1542142448","id":11},{"text":"CT Mobile package v. 3.79","hash":"h2_1225534012","id":12},{"text":"New Features and Improvements","hash":"h3_996290104","id":13},{"text":"Remote Detailing 2.0","hash":"h4_1348682521","id":14},{"text":"Fixes","hash":"h3_1617666980","id":15},{"text":"Remote Detailing 2.0","hash":"h4_668712022","id":16},{"text":"CT Mobile package v. 3.71","hash":"h2_1225534020","id":17},{"text":"New Features and Improvements","hash":"h3_1836748666","id":18},{"text":"Remote Detailing 2.0","hash":"h4_1434818080","id":19},{"text":"Fixes","hash":"h3_135984606","id":20},{"text":"Salesforce Metadata","hash":"h4_712316612","id":21},{"text":"CT Mobile package v. 3.69","hash":"h2_340549929","id":22},{"text":"New Features and Improvements","hash":"_new_features_and_improvements","id":23},{"text":"Remote Detailing 2.0","hash":"_remote_detailing_2_0","id":24},{"text":"Fixes","hash":"h3_473996418","id":25},{"text":"Geolocation Center","hash":"h4_739492627","id":26},{"text":"CT Mobile package v. 3.68","hash":"h2_340549930","id":27},{"text":"Fixes","hash":"h3_176171128","id":28},{"text":"Geolocation Center","hash":"h4_1926915344","id":29},{"text":"CT Mobile package v. 3.67","hash":"h2_506446746","id":30},{"text":"New Features and Improvements","hash":"h3_1527280195","id":31},{"text":"CT Mobile Control Panel","hash":"h4_487563059","id":32},{"text":"Remote Detailing 2.0","hash":"h4_421691643","id":33},{"text":"Salesforce Metadata","hash":"h4_1092799643","id":34},{"text":"CTM Settings","hash":"h4_196313523","id":35},{"text":"Fixes","hash":"h3_715488940","id":36},{"text":"Remote Detailing 2.0","hash":"h4_1111363625","id":37},{"text":"Salesforce Metadata","hash":"h4_160214840","id":38},{"text":"Geolocation Center","hash":"h4_71558689","id":39},{"text":"CT Mobile package v. 3.66","hash":"h2_340549920","id":40},{"text":"New Features and Improvements","hash":"h3_1623093173","id":41},{"text":"CT Mobile Control Panel","hash":"h4_2040784478","id":42},{"text":"Remote Detailing 2.0","hash":"h4_10826665","id":43},{"text":"CT Presenter","hash":"h4_682164092","id":44},{"text":"Salesforce Metadata","hash":"h4_1406712363","id":45},{"text":"Fixes","hash":"h3_301138596","id":46},{"text":"CT Mobile Control Panel","hash":"h4_311591702","id":47},{"text":"CT Mobile package v. 3.65","hash":"h2_340549918","id":48},{"text":"New Features and Improvements","hash":"h3_1552158643","id":49},{"text":"CT Mobile Control Panel","hash":"h4_904461181","id":50},{"text":"Remote Detailing 2.0","hash":"h4_222227263","id":51},{"text":"Salesforce Metadata","hash":"h4_1156290882","id":52},{"text":"CT Mobile package v. 3.64","hash":"h2_340549917","id":53},{"text":"New Features and Improvements","hash":"h3_1343580356","id":54},{"text":"Remote Detailing 2.0","hash":"h4_2102547473","id":55},{"text":"Salesforce Metadata","hash":"_salesforce_metadata","id":56},{"text":"Fixes","hash":"h3_1255333094","id":57},{"text":"Remote Detailing 2.0","hash":"h4_1988879136","id":58},{"text":"CT Mobile package v. 3.63","hash":"h2_1028401963","id":59},{"text":"New Features and Improvements","hash":"h3_831164937","id":60},{"text":"Remote Detailing 2.0","hash":"h4_1849100256","id":61},{"text":"Salesforce Metadata","hash":"h4_1876451588","id":62},{"text":"Fixes","hash":"h3_1916726505","id":63},{"text":"Salesforce Metadata","hash":"h4_774245335","id":64},{"text":"CT Mobile package v. 3.62","hash":"h2_62734598","id":65},{"text":"New Features and Improvements","hash":"h3_342117008","id":66},{"text":"Salesforce Metadata","hash":"h4_55753581","id":67},{"text":"CT Mobile package v. 3.61","hash":"h2_340549921","id":68},{"text":"New Features and Improvements","hash":"h3_1514381386","id":69},{"text":"Remote Detailing 2.0","hash":"h4_1241289621","id":70},{"text":"CT Mobile package v. 3.60","hash":"h2_340549922","id":71},{"text":"New Features and Improvements","hash":"h3_1136173210","id":72},{"text":"Remote Detailing 2.0","hash":"h4_1967550725","id":73},{"text":"CT Mobile Control Panel","hash":"h4_450444530","id":74},{"text":"CT Presenter","hash":"h4_1323263560","id":75},{"text":"Salesforce Metadata","hash":"h4_1836290107","id":76},{"text":"Fixes","hash":"h3_345134422","id":77},{"text":"General","hash":"h4_951662406","id":78},{"text":"CT Presenter","hash":"h4_1561221228","id":79},{"text":"Remote Detailing","hash":"h4_1279002041","id":80},{"text":"Salesforce Metadata","hash":"h4_484441276","id":81},{"text":"CT Mobile package v. 3.59","hash":"h2_300400937","id":82},{"text":"New Features and Improvements","hash":"h3_882286790","id":83},{"text":"CT Mobile Control Panel","hash":"h4_801880401","id":84},{"text":"CT Mobile package v. 3.58","hash":"h2_62734597","id":85},{"text":"New Features and Improvements","hash":"h3_2063884776","id":86},{"text":"CT Mobile Control Panel","hash":"h4_1905996708","id":87},{"text":"CT Mobile package v. 3.57","hash":"h2_62734608","id":88},{"text":"New Features and Improvements","hash":"h3_311035062","id":89},{"text":"CT Presenter","hash":"h4_1037895822","id":90},{"text":"Fixes","hash":"h3_1657955487","id":91},{"text":"CT Mobile Control Panel","hash":"h4_376114735","id":92},{"text":"CT Mobile package v. 3.56","hash":"h2_2026747377","id":93},{"text":"New Features and Improvements","hash":"_new_features_and_improvements_2","id":94},{"text":"CT Mobile Control Panel","hash":"_ct_mobile_control_panel","id":95},{"text":"Fixes","hash":"h3_453966740","id":96},{"text":"CT Mobile Control Panel","hash":"h4_639945830","id":97},{"text":"CT Presenter","hash":"_ct_presenter","id":98},{"text":"CT Mobile package v. 3.55","hash":"h2_907547183","id":99},{"text":"New Features and Improvements","hash":"h3_248816688","id":100},{"text":"CT Mobile Control Panel","hash":"h4_2027755424","id":101},{"text":"Activity Management","hash":"h4_1865396414","id":102},{"text":"CT Presenter","hash":"h4_1082669359","id":103},{"text":"Fixes","hash":"h3_1327364214","id":104},{"text":"CT Mobile Control Panel","hash":"h4_1786088387","id":105},{"text":"CT Presenter","hash":"h4_1443044053","id":106},{"text":"CT Mobile package v. 3.54","hash":"h2_62734609","id":107},{"text":"New Features and Improvements","hash":"_new_features_and_improvements_3","id":108},{"text":"CT Mobile Control Panel","hash":"h4_45068577","id":109},{"text":"Salesforce Metadata","hash":"h4_1036043893","id":110},{"text":"Remote Detailing","hash":"h4_2028405529","id":111},{"text":"Fixes","hash":"h3_112451824","id":112},{"text":"CT Mobile Control Panel","hash":"_ct_mobile_control_panel_2","id":113},{"text":"CT Mobile package v. 3.53","hash":"h2_62734604","id":114},{"text":"New Features and Improvements","hash":"_new_features_and_improvements_4","id":115},{"text":"CT Mobile Control Panel","hash":"_ct_mobile_control_panel_3","id":116},{"text":"Remote Detailing","hash":"_remote_detailing","id":117},{"text":"CT Mobile package v. 3.51.2","hash":"h2_62734605","id":118},{"text":"New Features and Improvements","hash":"h3_1642576463","id":119},{"text":"CT Mobile Control Panel","hash":"h4_82973874","id":120},{"text":"Applications","hash":"h4_1592714635","id":121},{"text":"Remote Detailing","hash":"h4_1401231549","id":122},{"text":"Fixes","hash":"h3_649865195","id":123},{"text":"Salesforce Metadata","hash":"h4_559203458","id":124}]},"474":{"id":474,"text":"To view metadata components included in the current installed CT Mobile version in your Salesforce org: Go to Setup → Apps → Packaging → Installed Packages. Click CT Mobile in the Package Name field. Click the View Components button. The list of metadata components opens. The list of metadata components that were removed from the CT Mobile managed package: Name Parent Object Type Available in Versions accountsubtitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 accounttitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 activity CTM Settings List View 3.33 activityrecordtype Mobile Custom DetailsSettings Custom Field 1.0 - 2.94 activitysubtitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 activitytitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 all Application List View 1.0 - 2.66 all Template List View 1.0 - 1.91 all Slide List View 1.0 - 1.91 all Widget List View 1.0 - 1.31 all Application List View 1.0 - 2.66 all Template List View 1.0 - 1.91 all Widget List View 1.0 - 1.31 base64code Widget Custom Field 1.31 - 2.55 calendar CTM Settings List View 3.33 casecommentid Application Custom Field 2.72 cloneapplication Application Button or Link 1.60 - 3.49 cloudservicesettingscontroller Apex Class 1.31 - 1.72 color Mobile Customization Custom Field 1.0 - 3.21 colorsettings CTM Settings List View 3.33 comments Custom Field 1.31 - 1.72 contactsubtitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 contacttitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 credentials CTM Settings List View 3.33 criteriafieldlabel Mobile Customization CustomField 2.59 - 3.21 customobjects Mobile Menu Settings Custom Field 1.61 - 3.1 customrelatedlist CTM Settings List View 3.33 deleteattrfieldapi Mobile Application Setup Custom Field 1.0 - 1.87 delorder Slide Custom Field 1.31 - 2.4 demoapp_sources Document 1.0 - 2.77 detalizationfieldapi Mobile Application Setup Custom Field 1.0 - 3.21 detalizationobjectapiname Mobile Application Setup Custom Field 1.0 - 3.21 detalizationrecordtypeapi Mobile Application Setup Custom Field 1.0 - 3.21 directory Application Record Type 1.1 - 3.1 isaccountdeleteallowed Mobile Application Setup Custom Field 1.0 - 1.87 isactive Custom Field 1.31 - 1.72 iscontactdeleteallowed Mobile Application Setup Custom Field 1.0 - 1.87 isrecorddeleteallowed Mobile Application Setup Custom Field 1.0 - 2.41 isshared Application Custom Field 1.34 - 1.47 istrial Application Custom Field 1.34 - 1.47 isweekstartsonsunday Mobile Application Setup Custom Field 1.88 - 2.4 jvm_visit_hvnt_location Custom Label 3.2 keyvalue Custom Field 1.31 - 1.72 leadid Application Custom Field 2.58 - 2.62 linklist CTM Settings List View 3.33 mainsettings CTM Settings List View 3.33 mapping CTM Settings List View 3.33 menu CTM Settings List View 3.33 menuorder Mobile Menu Settings Custom Field 1.31 - 3.1 menusettings Top Level Objects Custom Field 1.76 - 1.78 minilayout CTM Settings List View 3.33 mobilemenusettings Custom Object 1.31 - 3.1 offlineobjects CTM Settings List View 3.33 ownermac Application Custom Field 1.34 - 1.47 priority Custom Field 1.31 - 1.72 product Application Custom Field 2.42 - 2.44 product2id Application Custom Field 2.66 productcondition Mobile Custom Details Settings Custom Field 1.31 - 1.60 productid Application Custom Field 1.31 - 1.47 profileid Mobile Custom Details Settings Custom Field 3.16 publishapplication Application Button or Link 1.0 - 3.50 pushkey Mobile Application Setup Custom Field 1.0 - 1.87 pushmastersecret Mobile Application Setup Custom Field 1.0 - 1.87 referencesubtitleapifield Mobile Application Setup Custom Field 1.1 - 2.4 referencetitleapifield Mobile Application Setup Custom Field 1.1 - 2.4 remotedetailing CTM Settings List View 3.33 remotedetailing Application Button or Link 2.93 - 3.49 remotedetailing Slide Button or Link 2.97 - 3.49 selfdetailing Application Button or Link 3.8 - 3.49 settings Tab 1.31 - 2.41 settings Visualforce Page 1.31 - 3.50 sharedview Application Button or Link 2.87 - 2.91 showaccounts Mobile Menu Settings Custom Field 1.31 - 3.1 showcalendar Mobile Menu Settings Custom Field 1.31 - 3.1 showcalls Mobile Menu Settings Custom Field 1.31 - 3.1 showchatter Mobile Menu Settings Custom Field 1.31 - 3.1 showcontacts Mobile Menu Settings Custom Field 1.31 - 3.1 showcontent Mobile Menu Settings Custom Field 1.31 - 3.1 showdirectory Mobile Menu Settings Custom Field 1.31 - 3.1 showpresentations Mobile Menu Settings Custom Field 1.31 - 3.1 showquizzes Mobile Menu Settings Custom Field 1.31 - 3.1 showroutes Mobile Menu Settings Custom Field 1.31 - 3.1 slide Tab 1.0 - 1.91 standardrelatedlist CTM Settings List View 3.33 status Mobile Customization Custom Field 1.31 - 3.21 template Tab 1.0 - 1.91 test_mobilemenusettingscontroller Apex Class 1.34 - 3.1 test_multi Slide Custom Field 2.92 test_pick Slide Custom Field 2.92 testclmpackage Apex Class 1.0 - 1.3 testcurrency Application Custom Field 2.91 - 2.92 testnewslidecontroller Apex Class 1.0 - 1.3 testnewwidgetcontroller Apex Class 1.0 - 1.3 testtemplatecodefieldcontroller Apex Class 1.0 - 1.3 testwidgetwizardcontroller Apex Class 1.0 - 1.3 toplevelobjects Mobile Application Setup Custom Field 1.65 - 1.75 toplevelobjects Top Level Objects Custom Field 1.76 - 1.78 toplevelobjects Custom Object 1.76 - 3.1 uploadattachments Application Button or Link 2.63 - 2.76 url Custom Field 1.31 - 1.72","title":"List of Metadata Components Removed from CT Mobile Package","component":"ctmobile-android","version":"","name":"list-of-metadata-components-removed-from-ct-mobile-package","url":"/ctmobile-android/news/ct-mobile-package-release-notes/list-of-metadata-components-removed-from-ct-mobile-package.html","titles":[]},"475":{"id":475,"text":"Here we highlight the required actions due to Salesforce Releases affecting CT Mobile operation. Salesforce Update: Enable Multi-Factor Authentication Salesforce Winter '22 Release Salesforce Spring '21 Release Salesforce Winter '21 Release Salesforce Winter '20 Release: Critical Updates","title":"Salesforce Updates","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/news/salesforce-updates/index.html","titles":[]},"476":{"id":476,"text":"In the new release, Salesforce is restricting the login ability for users belonging to standard external Community profiles or Portal profiles. It means that users who are assigned to standard external profiles will not be able to log in into the customer’s Community or Portal unless the customer opted out or turned on the applicable preference in Communities or Site Settings prior to the release. ISV applications will not be accessible by such users. To avoid disruptions: Clone the standard Community/Portal profile(s) currently in use for login, change object permissions to meet their business needs, and re-assign active users to the new profile. If continued use of standard external profiles is required, go to Setup → Release Updates → activate Allow Users to Use Standard External Profiles to Self-Register and Log Into Communities and Portals. In the case of using standard external profiles in the test Apex classes or otherwise, update all components that refer to standard profiles if step 2 is not taken. The setup is complete. Also, the sync process has been optimized to support an updated security policy that affects users with a Partner Community license.","title":"Salesforce Spring '21 Release","component":"ctmobile-android","version":"","name":"salesforce-spring-21-release","url":"/ctmobile-android/news/salesforce-updates/salesforce-spring-21-release.html","titles":[]},"477":{"id":477,"text":"Salesforce prepares an update concerning the security of the Salesforce products. Since February 1, 2022, Salesforce will begin requiring customers to enable multifactor authorization (MFA) to access Salesforce products. For more information, go to: Announcement of the Future Requirements to Enable Multi-Factor Authentication (MFA) (published 15 March 2021) Salesforce Multi-Factor Authentication F.A.Q. MFA Quick Guide for Admins (for all Salesforce Products) (PDF) How to Roll Out Multi-Factor Authentication If you cannot meet the MFA requirement until February 1, 2022, you would not be aligned with the terms of the Salesforce usage agreement. If you have any questions regarding the MFA rollout, we recommend creating a case to Salesforce. Although the MFA requirement is contractual, and users should have the configured MFA when logging in through the user interface, starting February 1, 2022, users will not be blocked from logging into Salesforce unless MFA is configured. Salesforce will announce any features added in Salesforce Core for enforcement, and the enforcement will occur over several releases. We recommend reading Multi-Factor Authentication (MFA) Enforcement Roadmap. If you are planning a staged MFA rollout for different categories of users, Salesforce highly recommends starting with administrators because they control data and security within your Salesforce org. Since CT Mobile 2.1, all standard CT Mobile releases include the OAuth 2.0 protocol to meet MFA. If you are using the standard CT Mobile app from the App Store, no additional action is required on your part. If you are using the custom CT Mobile 2.1 or higher with the enabled OAuth 2.0, no additional action is required on your part. We notify you to perform the following actions: If you are using the custom CT Mobile 2.1 or higher and have disabled OAuth 2.0 by custom code, enable OAuth 2.0 to provide MFA. If you are using the standard CT Mobile 1.9.6 or custom CT Mobile below 2.1, do one of the following actions: Migrate to the latest version of the standard CT Mobile app. Enable OAuth 2.0 in your CT Mobile app by custom code.","title":"Salesforce Update: Enable Multi-Factor Authentication","component":"ctmobile-android","version":"","name":"salesforce-update-enable-multi-factor-authentication","url":"/ctmobile-android/news/salesforce-updates/salesforce-update-enable-multi-factor-authentication.html","titles":[{"text":"Important Notes","hash":"h2_868831931","id":1},{"text":"Prepare your CT Mobile to Salesforce Update","hash":"h2_1535437264","id":2}]},"478":{"id":478,"text":"Table of Contents Announced Critical Updates Impacted Functionality Recommended Actions Grant Permissions to Custom Settings Via Profile Settings Via Permission Set Settings Grant Permission to Custom Metadata Type Via Profile Settings Via Permission Set Settings Salesforce has announced two critical updates to be released at the beginning of 2020. The administrator of the CT Mobile package must perform additional configuration for the current profiles before the update is released, otherwise, the CT Mobile package’s proper functioning will be impossible. Require Customize Application permission for direct read access to custom settings Currently, users without Customize Application permission can read custom settings using different APIs that Salesforce provides. Following the \"secure by default\" approach, read access for users without Customize Application permission will be revoked with this update. The system administrator needs to perform the actions that are described in this article to allow access to custom settings to non-admin CT Mobile users (via profiles or permission sets). 3 January 2020 Require Customize Application permission for direct read access to custom metadata types Currently, users without Customize Application permission can read unprotected custom metadata types using different APIs that Salesforce provides. Following the \"secure by default\" approach, read access for users without Customize Application permission will be revoked with this update. The system administrator needs to perform the actions that are described in this article to explicitly grant access to custom metadata types to non-admin CT Mobile users (via profiles or permission sets). 17 February 2020 You can allow direct read access to custom settings and custom metadata types by editing: Profile settings. Configure each profile separately, or you can edit a permission set and assign it to all users you want to grant read access to. Permission Set settings. To avoid manually configuring a new permission set, assign the preconfigured permission sets to users or administrators and perform a full synchronization. Since all settings for the CT Mobile package are stored within the custom settings and custom metadata types, if the required permissions are not set for appropriate profiles, any type of synchronization will not be available. To avoid possible issues, we recommend you perform a test configuration for your package before the automatic updates take place. The update can be manually activated and rolled back after testing. Follow the instructions below to set up desired profiles and check proper package functioning. Use the sandbox to perform testing. If you encounter any issues, please, address them to Salesforce support immediately. To set up permissions or direct read access to custom settings for a profile: Go to Setup → Users → Profiles. Click Edit next to a profile you want to configure. Go to the Enabled Custom Setting Definitions Access section. Click Edit. Select the following Available Custom Setting Definitions from the list: all package custom setting definitions with the CT Mobile prefix; all project-specific custom setting definitions (any additional non-package custom settings added by the company’s admin); the Digital Signature Settings custom setting definition (if the Documents module is used on your project). Click Add. Click Save. The setup is complete. Assign the newly configured profile to the required users. To set up permissions for direct read access to custom settings for a permission set: Go to Setup → Users → Permission Sets. Select a permission set that you want to configure, or create a new permission set. On the Permission Set Overview page that opens, scroll to the Apps section and click Custom Settings Definitions. On the next page, click Edit next to the Custom Settings Definitions. Select the following Available Custom Setting Definitions from the list: all package custom setting definitions with the CT Mobile prefix; all project-specific custom setting definitions (any additional non-package custom settings added by the company’s admin); the Digital Signature Settings custom setting definition (if the Documents module is used on your project). Click Add. Click Save. The setup is complete. Assign the newly configured permission set to the required users. To set permission for direct read access to custom metadata types for a profile: Go to Setup → Users → Profiles. Select a profile. Go to the Enable Custom Metadata Type Access section. Click Edit. Select the following Available Custom Metadata Types: package metadata types: CT Mobile.clm.CT Mobile.Replication CT Mobile.clm.CT Mobile.Workflow CT Mobile.clm.CT Mobile.Workflow Step all project-specific metadata types (any additional non-package metadata types). Click Add. Click Save. The setup is complete. Assign the newly configured profile to the required users. To set up permission for direct read access to custom metadata types for a permission set: Go to Setup → Users → Permission Sets. Select a permission set that you want to configure, or create a new permission set. On the Permission Set Overview page that opens, scroll to the Apps section and click Custom Metadata Types. On the next page, click Edit next to the Custom Metadata Types. Select the following Available Custom Metadata Types: package metadata types: CT Mobile.clm.CT Mobile.Replication CT Mobile.clm.CT Mobile.Workflow CT Mobile.clm.CT Mobile.Workflow Step all project-specific metadata types (any additional non-package metadata types). Click Add. Click Save. The setup is complete. Assign the newly configured permission set to the required users.","title":"Salesforce Winter '20 Release: Critical Updates","component":"ctmobile-android","version":"","name":"salesforce-winter-20-release-critical-updates","url":"/ctmobile-android/news/salesforce-updates/salesforce-winter-20-release-critical-updates.html","titles":[{"text":"Announced Critical Updates","hash":"h2_1033053122","id":1},{"text":"Impacted Functionality","hash":"h3_1457068314","id":2},{"text":"Recommended Actions","hash":"h3_1936122314","id":3},{"text":"Grant Permissions to Custom Settings","hash":"h2_1632814593","id":4},{"text":"Via Profile Settings","hash":"h3_215964704","id":5},{"text":"Via Permission Set Settings","hash":"h3_1992642846","id":6},{"text":"Grant Permission to Custom Metadata Type","hash":"h2_1934844072","id":7},{"text":"Via Profile Settings","hash":"h3_1572484603","id":8},{"text":"Via Permission Set Settings","hash":"h3_1394622334","id":9}]},"479":{"id":479,"text":"Due to Salesforce does not support the Private Browsing mode (Incognito) in Lightning Experience, do not use this mode in any browser when working with the following: CT Mobile Control Panel Application Editor (including custom scenario editing) Otherwise, set up third-party cookies to use the CT Mobile package features in Lightning Experience via the incognito mode. For example, if you are using Google Chrome, follow the instructions here.","title":"Salesforce Winter '21 Release","component":"ctmobile-android","version":"","name":"salesforce-winter-21-release","url":"/ctmobile-android/news/salesforce-updates/salesforce-winter-21-release.html","titles":[]},"480":{"id":480,"text":"In this release, Salesforce enforces the scope of an OAuth token used to authenticate a Lightning app. The scope of an OAuth token is defined in a connected app. This change prevents a Lightning app from using OAuth tokens with unintended permissions. The OAuth scope should be set to one of the following values, depending on your app’s requirements. Allow access to Lightning applications (lightning) Provide access to custom applications (visualforce) Provide access to your data via the Web (web) Full access (full). Use this option only if none of the other options are sufficient. The CT Mobile and CT Presenter connected apps have full access, which means no actions are required to prepare for this update.","title":"Salesforce Winter '22 Release","component":"ctmobile-android","version":"","name":"salesforce-winter-22-release","url":"/ctmobile-android/news/salesforce-updates/salesforce-winter-22-release.html","titles":[]},"481":{"id":481,"text":"The Settings screen allows you to manage additional functions and control individual options. The application version is displayed at the bottom of the screen. The current user’s authorization details. View full name, username, and password. Select a language from the picklist. Tap to view and send logs via share options of a device such as an email, hangouts, Bluetooth, etc. Logging out to reset all application data. CT Mobile asks you for confirmation. After logging out, all the current user’s data from the mobile device will be removed.","title":"Application Settings","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/quick-reference-guides/application-settings/index.html","titles":[{"text":"Authorization","hash":"h2_797723699","id":1},{"text":"User interface language","hash":"h2_78694508","id":2},{"text":"Show Log","hash":"h2_1427255445","id":3},{"text":"Reset","hash":"h2_1594942057","id":4}]},"482":{"id":482,"text":"Log out may be required in the following cases: Log in as another user. Log in to another organization. If you have updated some records, but do not want to send these updates to Salesforce. Full synchronization malfunction. The current user’s database will be erased from a mobile device. The database will remain in Salesforce to upload again. To log out: Tap Settings in the application main menu. Tap Log out. Tap Yes to confirm the action in the notification pop-up. The current user logged out, and the login screen opens.","title":"Log Out","component":"ctmobile-android","version":"","name":"log-out","url":"/ctmobile-android/quick-reference-guides/application-settings/log-out.html","titles":[]},"483":{"id":483,"text":"Table of Contents Configure Data Dump Sending Sending Data Dump A Sync Log Record with Data Dump Sync Logs Data Dump without Photos Data Dump with Photos or Unsynchronized Photos The CT Mobile app allows sending a dump with the current user’s data of the application to the Salesforce or support service. To configure data dump sending: Go to CT Mobile Control Panel: General. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. In the Support and logs field, enable Sync Logs. In the Debug Level field, select the appropriate option. In the Send database dump to field, select the appropriate way to send the database dump. Salesforce.com The ZIP archive with the data will be transferred as an attachment to the Sync Log record. The size of the ZIP archive cannot be larger than 25 MB. In case of exceeding the limit, the database dump will be split into a few ZIP archives and each one will be attached to its own Sync Log record. To use this option, the cloud token should be valid. In the case the cloud token is not specified, the password will be ctmobile. E-mail Selecting this option, specify the email to send the data logs and screenshots of synchronization errors in the Support Email field The size of the data dump can exceed the limit of sending data. Click Save. The setup is complete. To send a data dump from the CT Mobile app: Go to Settings from the main menu. Tap Send application data. In the open window, select which data you want to send. Send sync logs A user can send only sync logs instead of the entire data dump. Sync logs will be sent in a text format. Include all photos or not Including all the photos in a dump significantly increases the duration of sending. Include non-synchronized photos The data has been sent. When sending sync logs in Salesforce, the Sync Log record with an attachment will be created. Parameters of a Sync Log record: Field API Name Value Date clm__Date__c Date and time of sending. Description clm__Description__c Part 1 from 1 Operation clm__Operation__c Sync Log History Parameters of an Attachment record: Field Value Name sync.log ParentId The identifier of the Sync Log record. Description Part 1 from 1 When sending a data dump without photos in Salesforce, the Sync Log record with a ZIP attachment will be created. The ZIP attachment stores data dump with all files and sync logs. In case of exceeding the limit of 25 MB, the database dump will be split into a few ZIP archives and each one will be attached to its own Sync Log record. Parameters of a Sync Log record: Field API Name Value Date clm__Date__c Date and time of sending. Description clm__Description__c Part n from m, where n is the order number of an attachment, and m is the number of attachments. Operation clm__Operation__c Export Data Parameters of an Attachment record: Field Value Name In case of a single Attachment record: Documents.zip In case of several Attachment records: Documents.z0[n], where [n] is the order number of an attachment. ParentId The identifier of the Sync Log record. Description Part n from m, where n is the order number of an attachment, and m is the number of attachments. When sending a data dump with all photos or only unsynchronized photos in Salesforce, the Sync Log record with a ZIP attachment will be created. The ZIP attachment stores data dump with all files, all photos or only unsynchronized photos, and sync logs. In case of exceeding the limit of 25 MB, the database dump will be split into a few ZIP archives and each one will be attached to its own Sync Log record. Parameters of a Sync Log record: Field API Name Value Date clm__Date__c Date and time of sending. Description clm__Description__c Part n from m, where n is the order number of an attachment, and m is the number of attachments. Operation clm__Operation__c Export Data. Parameters of an Attachment record: Field Value Name In case of a single Attachment record: Documents.zip In case of several Attachment records: Documents.z0[n], where [n] is the order number of an attachment. ParentId The identifier of the Sync Log record. Description Part n from m, where n is the order number of an attachment, and m is the number of attachments.","title":"Send Application Data Dump","component":"ctmobile-android","version":"","name":"send-application-data-dump","url":"/ctmobile-android/quick-reference-guides/application-settings/send-application-data-dump.html","titles":[{"text":"Configure Data Dump Sending","hash":"h2_1804362546","id":1},{"text":"Sending Data Dump","hash":"h2_432975122","id":2},{"text":"A Sync Log Record with Data Dump","hash":"h2_2052130687","id":3},{"text":"Sync Logs","hash":"h3_919032680","id":4},{"text":"Data Dump without Photos","hash":"h3_2033790185","id":5},{"text":"Data Dump with Photos or Unsynchronized Photos","hash":"h3_882527141","id":6}]},"484":{"id":484,"text":"In compliance with Salesforce security policy and since the CT Mobile package v. 3.54: The administrator credentials are no more in use to retrieve metadata during the synchronization. User access to the cloud token is restricted. Now, the cloud token is written to the protected API Key custom setting and retrieved by the web service. As before, administrators could view and refresh the cloud token value on the CT Mobile Control Panel: Tools. Consider the following while working with the CT Mobile package v. 3.54 and higher: The administrator credentials are no more available on the CT Mobile Control Panel: Tools tab and are no more in use to download metadata on the user’s device. The metadata archive should be built. This allows all the necessary metadata to be downloaded to the user’s device for the CT Mobile app to work properly offline. Enable Metadata Checker or click the Refresh metadata archive button to build the metadata archive. Please note that the process will take some time. The cloud token is required to download the metadata archive during the synchronization on the user’s device. If the cloud token is invalid or there is no metadata archive, the CT Mobile app downloads metadata using the user’s credentials. Validation rules, dashboards, and some operations in formulas will not be available offline. Please get familiar with the comparison table of functionalities available for users according to their devices platforms and versions of the CT Mobile package and app. Device Platform iOS Windows Android Android 2.0 CT Mobile Package v. 3.54 and higher below v. 3.54 v. 3.54 or higher below v. 3.54 below v. 3.54 any version CT Mobile App v. 2.4 below v. 2.4 any version v. 1.3 below v. 1.3 any version any version any version Administrator Credentials No No Yes No No Yes Yes No Metadata Archive Yes Yes Yes Yes Yes Yes No Yes Cloud Token from API Key Yes No No Yes No No No No Cloud Token from Mobile Application Setup No Yes Yes No Yes Yes Yes Yes","title":"CT Mobile Managed Package Update to v. 3.54","component":"ctmobile-android","version":"","name":"ct-mobile-managed-package-update-to-v-3-54","url":"/ctmobile-android/quick-reference-guides/installing-ct-mobile-package/ct-mobile-managed-package-update-to-v-3-54.html","titles":[]},"485":{"id":485,"text":"Salesforce Edition Enterprise, Unlimited, Force.com, Developer, Performance Here you can find how to install the CT Mobile package and further actions to take. If you want to install a version of the CT Mobile package below the available one on the AppExchange, please contact the Customertimes team. If you install one of the versions below, please click the link to learn more: CT Mobile Managed Package Update to v. 3.54 To install the CT Mobile package: Follow the direct link to the managed CT Mobile package on the AppExchange site. Click Get It Now. Select the Installation type. Install in Sandbox installation type requires production org credentials. Regardless of installation type, you can use the CT Mobile package for 30 days in trial mode. Read the installation details, agree with the terms and conditions, and click Confirm and Install. Select the security level of installation and click Install. It is recommended to select Install for Admins Only security level. An org can contain numerous profiles. It may be unwise to give admin permissions to all the users. Admin can set the permissions for specific users after the package installation. Grant access to the third-party websites and click Continue. These third-party websites are the servers used to store and edit presentation components. It will take some time for the CT Mobile package to install. You will receive the email at the specified email address when the process is finished. To view and manage the installed package: From the gear icon, click Setup. Type Installed Packages in the Quick Find search box and select Installed Packages. After the CT Mobile package installation: Please set up the required remote sites. Assign CT Mobile license to users. Specify permissions to users: check that the user’s profile has permission to read or edit necessary objects and fields. assign required permission sets to users according to their roles. Ensure that all required objects are available offline and use SOQL filters to reduce the synchronization time and the amount of data to download. Download the CT Mobile app. Log in to the CT Mobile app using your Salesforce credentials. Perform the first full synchronization.","title":"Installing CT Mobile Package","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/quick-reference-guides/installing-ct-mobile-package/index.html","titles":[{"text":"Install the CT Mobile Package","hash":"h2_937630457","id":1},{"text":"Further Steps","hash":"h2_1608664667","id":2}]},"486":{"id":486,"text":"Mobile Layout is a special type of layout dedicated to mobile device usage. To apply a mobile layout, follow the steps: The standard assigned page layout will be used in case there is no configured mobile layout. Create an inactive mobile record type. Create a mobile layout. Assign the mobile layout to a record type for a specific profile. A mobile layout can have several widgets: In the case where the mobile layout and the record types on the object are absent, the mobile application displays the record in the currently assigned layout, converting it into a single-column view on devices. Chatter Feed Maps Carousel of CLM Presentations QR code In order to use the mobile layout in the CT Mobile app, it is necessary to create an additional inactive record type for the existing active record type. To create the mobile record type: Go to Setup → Object Manager → the Contact object → Record Types. Click New. Enter the following parameters: In the Existing Record Type picklist, select the required record type. In the Record Type Label field, type in the label, e.g., Mobile Record Type. In the Record Type Name field, enter the API name in the following format: Mobile_API-name of the record type. To find out the API name go to Setup → Object Manager → object (e.g.,Contact ) → Record Types → select a record type → read the Record Type Name field. For example, if the Contact object has the Doctor record type create an inactive record type with the Mobile_Doctor API name. Make sure the Active checkbox is disabled. Click Next. Click Save. The mobile record type is ready. To create a mobile layout: Go to Setup → Object Manager → the Contact object → Page Layouts. Click New. Enter the following parameters: In the Existing Page Layout picklist, select a required layout. In the Page Layout Name field, type in a name for layout (e.g., Mobile Doctor Layout). Click Save. The mobile layout is created. In case you have several mobile layouts for a single record type, and you need to allocate them for different profiles, use the Page Layout Assignment table. To assign a mobile layout to a profile: Go to Setup → Object Manager → select an object → Page Layouts. Click Page Layout Assignment. Click Edit Assignment. Select one or several record types for required profiles. Select a profile in the Page Layout To Use picklist. Click Save. The mobile layout is assigned.","title":"Mobile Layouts","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/quick-reference-guides/mobile-layouts/index.html","titles":[{"text":"Creating the Mobile Record Type","hash":"h2_959581907","id":1},{"text":"Creating the Mobile Layout","hash":"h2_1436774974","id":2},{"text":"Page Layout Assignment","hash":"h2_1961857618","id":3}]},"487":{"id":487,"text":"The Applications widget allows you to display a carousel with favorite CLM presentations and custom scenarios on the record details screen. The carousel becomes scrollable if it contains more than two screenshots. To learn more about CLM presentation controls, refer to Gestures in CLM presentations and CLM presentation Controls. The Applications widget is also available on the Home screen. To add the Applications module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Applications item. Click Add to close the Add menu item tool. Click Save. The setup is complete. To add the Applications widget to the mobile layout: Go to Setup → Object Manager → select an object. Click Page Layouts and select the mobile layout. Drag and drop the Section element to the area below the existing tab on which you want to display the carousel. In the Section Properties window, enter APPS in the Section Name field, and select the 1-Column layout. Ensure that the Display Section Header On checkbox is enabled. Do not translate the APPS section name. It is responsible for displaying Applications on the mobile layout and should be left intact. Click OK. Drag and drop the Blank Space element below the APPS element. Click Save. The Applications widget is configured. All standard scenarios and favorite custom scenarios are displayed. The statistics will be collected and automatically linked to the Activity record from which the CLM presentation was started.","title":"Mobile Layouts: Applications","component":"ctmobile-android","version":"","name":"mobile-layouts-applications","url":"/ctmobile-android/quick-reference-guides/mobile-layouts/mobile-layouts-applications.html","titles":[{"text":"Add Applications to the Menu","hash":"h2_1510760474","id":1},{"text":"Add Applications to the Mobile Layout","hash":"h2_1217193222","id":2}]},"488":{"id":488,"text":"The Chatter feed is a widget to display user messages on the Chatter module or in the Chatter tab of the selected record screen. Users can create posts and comments, and add attachments. To use the Chatter widget, enable Chatter Feed tracking to allow users to see feed updates, such as new records, comments on them, and likes, they follow. Some standard objects, e.g., Account or Contact, are tracked regardless of whether feed tracking is enabled or not. To display Chatter on the mobile layout of the custom object record, e.g., custom activity or custom meeting, feed tracking should be enabled for the corresponding custom object. To add the Chatter module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Chatter item. Click Add to close the Add menu item tool. Click Save. The setup is complete. To add the Chatter widget to the mobile layout: Go to Setup → Object Manager → select the Account or Contact object. Click Page Layouts and select the mobile layout. Drag and drop the Section element to the Account or Contact Detail area. In the Section Properties window, enter CHATTER in the Section Name field, and select the 1-Column layout. Ensure that the Display Section Header On checkbox is enabled. Do not translate the CHATTER section name. It is responsible for displaying Chatter on the mobile layout and should be left intact. Click OK. Drag and drop the Blank Space element below the CHATTER element. Click Save. The Chatter widget is configured. Tap to create a new message for the record. Tap Add comment under the post to comment on it.","title":"Mobile Layouts: Chatter Feed","component":"ctmobile-android","version":"","name":"mobile-layouts-chatter-feed","url":"/ctmobile-android/quick-reference-guides/mobile-layouts/mobile-layouts-chatter-feed.html","titles":[{"text":"Important Notes","hash":"h2_868831931","id":1},{"text":"Add Chatter to the Menu","hash":"h2_1510760474","id":2},{"text":"Add Chatter to the Mobile Layout","hash":"h3_96344064","id":3},{"text":"Posts and Comments","hash":"h2_393538135","id":4}]},"489":{"id":489,"text":"The Maps widget allows you to display a map fragment with an object location. To specify the Google Maps API key. Generate the Google Maps API key. Go to CT Mobile Control Panel: General and insert the API key in the Google Maps Android API Key field. Click Save. The setup is complete. The Maps widget can display Accounts on the map using address information from the specific field: CT Mobile checks if there is geolocation data in the field with the geolocation type. If the geolocation data is empty, the location will be set according to the address in the field with the formula type. field with the Geolocation type to store geolocation data such as account coordinates. field with the Formula type to store an account address as text and geocoding. To set an account address: Go to Setup → Object Manager → the Account object. Click Fields & Relationships. Create a new field. To use account coordinates, create a field with the Geolocation type. To use geocoding, create a field with the Formula type. Go to CT Mobile Control Panel: General: In the Account Geolocation Field field picklist, select the field with the Geolocation type. In the Account Full Address Field field picklist, select the field with the Formula type. Click Save. The setup is complete. To add the Account to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Drag and drop Accounts from the Available column to the Selected. Click Save. The setup is complete. To add the Maps widget to the mobile layout: Go to Setup → Object Manager → select the Account object. Click Page Layouts and select the mobile layout. Drag and drop the Section element to the area below the Address section. In the Section Properties window, enter MAPS in the Section Name field, and select the 1-Column layout. Ensure that the Display Section Header On checkbox is enabled. Do not translate the MAPS section name. It is responsible for displaying Dashboards on the mobile layout and should be left intact. Click OK. Drag and drop the Blank Space element below the MAPS element. Click Save. The Maps widget is configured.","title":"Mobile Layouts: Maps","component":"ctmobile-android","version":"","name":"mobile-layouts-maps","url":"/ctmobile-android/quick-reference-guides/mobile-layouts/mobile-layouts-maps.html","titles":[{"text":"Specify Google Maps API Key","hash":"h2_1790847128","id":1},{"text":"Specify Account Address","hash":"h2_1795365318","id":2},{"text":"Add Accounts to the Menu","hash":"h2_1309855414","id":3},{"text":"Add Maps to the Mobile Layout","hash":"h2_913548954","id":4}]},"490":{"id":490,"text":"The QR Code widget is used to generate and display a QR code on the records page screen. It may contain a URL, pictures, text, and any other useful information. To create a data source field: Go to Setup → Object Manager → the Account object → Page Layouts → Fields & Relationships. Create a new field: In the data type, select Text. In the Field Name field, enter QRCodeSource. In the Field Label field, enter the field label, e.g., QR Code Source. Go to Page Layouts → Account Layout → add the QR Code Source field to the layout. Go to the record and fill in the URL address in the QR Code Source field. The data source field is configured. To add the QR Code widget to the mobile layout: Go to Setup → Object Manager → the Account object. Click Page Layouts and select the mobile layout. Add the QR Code tab or use the existing tab. Drag and drop the Section element to the area below the existing tab on which you want to display QR code. In the Section Properties window, enter QRCODE in the Section Name field, and select the 1-Column layout. Ensure that the Display Section Header On checkbox is enabled. Do not translate the QRCODE section name. It is responsible for displaying QR Code on the mobile layout and should be left intact. Click OK. Drag and drop the Blank Space element below the QRCODE element. Click Save. The QR Code widget is configured. QR code is displayed in the tab on the mobile layout.","title":"Mobile Layouts: QR Code","component":"ctmobile-android","version":"","name":"mobile-layouts-qr-code","url":"/ctmobile-android/quick-reference-guides/mobile-layouts/mobile-layouts-qr-code.html","titles":[{"text":"Creating the Data Source Field","hash":"h2_1184952911","id":1},{"text":"Add QR Code to the Mobile Layout","hash":"h2_913548954","id":2}]},"491":{"id":491,"text":"Table of Contents Adding a Tab Adding a Section Set up the mobile layout by dividing it into tabs that have sections with the required fields. To add a tab to the mobile layout: Go to Setup → Object Manager → select an object. Go to Page Layouts and click the required one. Drag and drop the Section element to the Contact Detail area. In the Section Properties window: enter Address in the Section Name field; select the 1-Column layout. Click OK. Drag and drop the Blank Space element below the Address tab. Click Save. The tab is added to the layout. To add the section: Drag and drop one more Section element below the Address tab. Enter the section name and select the 1-Column layout. Click OK. You can disable the section name visibility with the Display Section Header On checkboxes. Drag and drop the Shipping Address field and other desired fields below the section element. Add another section with the Billing Address field. Click Save. The added sections are now will be available on the Address tab.","title":"Mobile Layouts: Tabs and Sections","component":"ctmobile-android","version":"","name":"mobile-layouts-tabs-and-sections","url":"/ctmobile-android/quick-reference-guides/mobile-layouts/mobile-layouts-tabs-and-sections.html","titles":[{"text":"Adding a Tab","hash":"h2_276819527","id":1},{"text":"Adding a Section","hash":"h2_1835019347","id":2}]},"492":{"id":492,"text":"Create and manage several tabular forms to display data in the CT Mobile app. Create a Custom Related List Edit a Custom Related List Change Tab Name Change Tab Order Edit Fields of the Custom Related List in the CT Mobile app The objects and their record types should be previously configured. The mobile user should have permission to read the related list object. To create a custom related list: Go to CT Mobile Control Panel: Custom details. Click Create. Type in the tab name in the header of the form. This name will be used as a tab name. Also, you can set a custom label for the related list tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Select an object in the Parent Object field. Select a record type of the object of step 5 in the Parent Object Record Type field. Select a related object of the object of step 5 in the Data Object Name field. Some Data Objects can have several lookup fields. In this case, the Lookup drop-down list will appear, allowing you to select one of the fields. Select the record type of the linked object of step 7 in the Data Record Type field. The Data Record Type field is optional. You can leave it blank. In this case, you will be offered to select a record type, when creating a new record in the custom related list. Define the following: Create/Delete permissions. Influence the ability to create and/or delete records on the custom related list tab. Drilldown. Enable the setting to add the option of opening the record details screen. Adjust Width. Enable the option and specify the column width in the percentages for each field. Not applicable. SOQL Filter. An additional switch will be added to the tab if the filter is used. Toggle the switch to display only the filtered records or the full list of records on the tab. Click Add a new field to form a column. Select a field from the drop-down list. Define the Read Only and the Required options for the fields. If the updateable attribute has a false value, this field will be read-only even if the Read Only attribute has not been selected. If the nillable attribute has a false value, this field will be required to fill in even if the Required attribute has not been selected. Click Create. Click Save. The custom related list is configured. Perform a synchronization to apply the changes. Click next to the required custom related list to edit it. Click next to the required custom related list to remove it. If there is only one custom related list, the tab and the subtab on it will be named the same as the list. If there are two and more custom related lists, the tab will have the Detailing name with subtabs named the same as custom related lists. To change tab name: Create a custom label for the related list tab and translate it if required. Click Setup → Custom Code → Custom Settings. Click Manage next to Mobile Custom Details Settings. In the Tab Label field, specify $Label.label_name, where label_name is the name of the required Custom Label. Click Save. The setup is complete. To change the tabs order: Click Setup → Custom Code → Custom Settings. Click Manage next to Mobile Custom Details Settings. Specify the number in the Tab Order field. Click Save. The setup is complete. To edit fields in the CT Mobile app: For the current user profile, specif permission to edit an object, which records are displayed in the custom related list. Specify permission to edit the custom related list. Specify permission to edit for the required field. The setup is complete.","title":"Custom Related Lists","component":"ctmobile-android","version":"","name":"custom-related-lists","url":"/ctmobile-android/quick-reference-guides/related-lists/custom-related-lists.html","titles":[{"text":"Create a Custom Related List","hash":"h2_993780705","id":1},{"text":"Edit a Custom Related List","hash":"h2_498492199","id":2},{"text":"Change Tab Name","hash":"h3_1591488796","id":3},{"text":"Change Tab Order","hash":"h3_1261826499","id":4},{"text":"Edit Fields of the Custom Related List in the CT Mobile app","hash":"h2_773495381","id":5}]},"493":{"id":493,"text":"Set up a SOQL filter for the related lists. The toggle in the CT Mobile allows a user to display all downloaded records or only records that matched the filter criteria. The sorting order for a standard related list is stored in Related List Filters. If the Order By request is set in the clm__SOQL__c field: if the value is ASC or not set in the clm__SortOrder__c field, the sorting will be performed in ascending order; if the value is DESC in the clm__SortOrder__c field, the sorting will be performed in descending order; If the Order By request is not set in the clm__SOQL__c field, the sorting will be performed according to the specified parameter in the Sort by field in the Related List Properties window on the layout of the corresponding record type of the parent object: if the value is ASC or not set in the clm__SortOrder__c field, the sorting will be performed in ascending order; if the value is DESC in the clm__SortOrder__c field, the sorting will be performed in descending order; In other cases, the sorting is carried out by the first column. The sorting order for a custom related list is stored in Mobile Custom Details Settings. If the Order By request is set in the clm__RecordCondition__c field: If there is more than one field in the condition, the records are sorted by the first field. If the first field contains two identical values, the records are sorted by the second field, and so on. if the value is ASC or not set in the clm__RecordCondition__c field, the sorting will be performed in ascending order; if the value is DESC in the clm__RecordCondition__c field, the sorting will be performed in descending order; If the Order By request is not set in the clm__RecordCondition__c field, the sorting will be performed according to the value in the clm__SortingFieldName__c field. Records are sorted in ascending order. if the value is ASC or not set in the clm__RecordCondition__c field, the sorting will be performed in ascending order; if the value is DESC in the clm__RecordCondition__c field, the sorting will be performed in descending order; In other cases, the sorting is carried out by the first column. In the CT Mobile app, it is also possible to rearrange records in custom and standard related lists by tapping on the name of any displayed list column. On the second tap, the ascending and descending sorting order changes.","title":"Filters in Related Lists","component":"ctmobile-android","version":"","name":"filters-in-related-lists","url":"/ctmobile-android/quick-reference-guides/related-lists/filters-in-related-lists.html","titles":[{"text":"Standard Related Lists","hash":"h2_1316422583","id":1},{"text":"Custom Related Lists","hash":"h2_1047667523","id":2}]},"494":{"id":494,"text":"Related lists are tabular forms for displaying records related to another record if one object has a link to another object in the reference field. In the CT Mobile app, two types of related lists are available: Custom Related Lists Standard Related Lists Here is a table to help you understand the difference between standard and custom related lists: how to set up related lists in Salesforce and what features could be available in the CT Mobile app. Feature Standard Related List Custom Related List Notes Set up a related list with the page layout editor + – Add and customize a standard related list on the page layout of the required object. Not applicable for a custom related list. Set up a related list on CT Mobile Control Panel + + Go to CT Mobile Control Panel: Offline Objects to customize a standard related list; Go to CT Mobile Control Panel: Custom details to customize a custom related list. Create a record + + Grant permission: on CT Mobile Control Panel: Offline Objects for a standard related list; on CT Mobile Control Panel: Custom details for a custom related list. Object permissions restrict common access permissions defined by the user profile. The current user profile should have permission to edit the selected offline objects. Delete a record + + Grant permission: on CT Mobile Control Panel: Offline Objects for a standard related list; in CT Mobile Control Panel: Custom details for a custom related list. Object permissions restrict common access permissions defined by the user profile. The current user profile should have permission to delete the selected offline objects. Edit field values – + Not applicable for a standard related list; Go to Custom Related Lists to add the ability for editing fields of a custom related list. Drilldown to record details screen + + Available by default and cannot be disabled for a standard related list; Grant permission on CT Mobile Control Panel: Custom details for custom related list. Control columns' width + + Not in use. Filter records by using a SOQL query + + In the CT Mobile app, switch between the display of all records or only records that match filter criteria. Timeline view + – Not in use. The sort order by the specific field + + Tap the column title to sort records by this field. For more information, go to Filters in Related Lists.","title":"Related Lists","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/quick-reference-guides/related-lists/index.html","titles":[{"text":"Related List Features Comparison","hash":"h2_384095523","id":1}]},"495":{"id":495,"text":"Add standard Salesforce related lists, for example, Contacts or Opportunities, to the offline object to work with them in the CT Mobile app. To view a standard related list in the CT Mobile app: Add and customize a standard related list on the page layout of the required object. Select fields to display on the related list; Set up user permissions to fields: If the Updateable attribute has a false value, the field will be read-only even if the Read Only attribute has not been selected. If the Nillable attribute has a false value, the field will be required to fill in even if the Required attribute has not been selected. Specify the columns' order; Use filters. For more information, go to Filters in Related Lists. Go to CT Mobile Control Panel: Offline Objects and add the object from step 1 to the Selected list. Click the object in the Selected list to manage permissions and related lists. You can allow creating or deleting records and specify the SOQL filter to display all records or the required ones in the CT Mobile app. For more information, go to Managing Offline Objects. Go to the CT Mobile Control Panel: Offline Objects tab and add the object of the related list to the Selected list, for example, Contacts or Opportunities. Check that the current user profile has permission to read the object from steps 1 and 3. Check that the current user profile has permission to read the reference field that links the offline object and the related list object. The setup is complete.","title":"Standard Related Lists","component":"ctmobile-android","version":"","name":"standard-related-lists","url":"/ctmobile-android/quick-reference-guides/related-lists/standard-related-lists.html","titles":[]},"496":{"id":496,"text":"Synchronization involves several stages of aligning CT Mobile with Salesforce, during which updated records are sent from CT Mobile to Salesforce and vice versa. Synchronization Modes First Full Synchronization Full Synchronization Fast Synchronization For information about settings for tracking and gathering the synchronization statistics, refer to Sync Logs. The entire database of the CT Mobile app, metadata components, and app settings will be downloaded from Salesforce to the mobile device. This synchronization should be used after the authorization of the current user. The first full synchronization may take a lot of time according to the database size. For more information, go to First Full and Full Synchronization. The entire database of the CT Mobile app, metadata components, and app settings will be replaced on the mobile device based on changes in Salesforce. Full synchronization may take a lot of time according to the database size. For more information, go to First Full and Full Synchronization. Data changes, such as deletions, insertions, and updates of records, will be sent from CT Mobile to Salesforce and vice versa. This type is intended to align the records' main information, for example, to send new records from CT mobile app to Salesforce. The CT Mobile app will not be locked during the fast synchronization. For more information, go to Fast and Mixed Synchronization.","title":"Synchronization Launch","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/quick-reference-guides/synchronization-launch/index.html","titles":[{"text":"Synchronization Modes","hash":"h2_966867633","id":1},{"text":"First Full Synchronization","hash":"h3_21591833","id":2},{"text":"Full Synchronization","hash":"h3_1369866827","id":3},{"text":"Fast Synchronization","hash":"h3_116633872","id":4}]},"497":{"id":497,"text":"The Sync Log object is intended to store the details of the sync process and operations performed in the course of the synchronization depending on the value in the Debug Level option on the CT Mobile Control Panel: General tab. The Debug Level option should be specified for each profile separately. Each profile should have the Edit permission for all fields of the Sync Log object. Salesforce API-name: clm__SyncLog__c Field API Type Description Date clm__Date__c Date/Time Date and time of the operation or the synchronization completion/interruption. Description clm__Description__c Long Text(32768) Description of the operation. for sending only sync logs: Part 1 from 1 for sending logs, data dump, and all/unsynchronized/no photos: Part n from m. If a mobile user sends an application data dump, the field contains Part n from m, where n is the number of an attachment and m is the total number of attachments. Duration clm__Duration__c Number(18,0) Synchronization duration in seconds: if the application was stopped due to some issues, the value in this field is zero. if the synchronization is interrupted due to the connection failure, the value in this field is the actual time before the interruption. Errors count clm__ErrorsCount__c Number(18,0) The number of records with errors when the clm__Operation__c contains Create, Update, Delete, Insert. Failed IDs clm__FailedIds__c Long Text Area(131072) The IDs of records containing errors when the clm__Operation__c contains Create, Update, Delete, Insert. The record IDs for the Insert value will not be written as these records only have temporary IDs. Failed Messages clm__FailedMessages__c Long Text Area(131072) Error texts for each failed record when the clm__Operation__c contains Create, Update, Delete, Insert. Geolocation clm__Geolocation__c Geolocation The current user’s geolocation if the type of operation is Geolocation. Geo Timing clm__GeoTiming__c Long Text Area(131072) The current user’s local time if the type of operation is Geo Tracing. Geo Tracing clm__GeoTracing__c Long Text(131072) The user coordinates (separated by a semicolon, without blank spaces) that will be captured if the user has moved 50 or more meters from the previous location. If the tracking interval is 0, the user’s coordinates will not be captured. Has Recovery Data clm__HasRecoveryData__c Checkbox Not in use. Object name clm__ObjectName__c Text(255) Name of the operation object when the clm__Operation__c contains Create, Update, Delete, Insert. Operation clm__Operation__c Text(255) The type of synchronization: Full Sync Fast Sync Mixed Sync Quick Record Sync. Or the type of operation: Create Update Delete Login Insert Geo Tracing Geolocation Sync Log Sync Log History (for sending only send logs to Salesforce) Export Data (for sending data from the CT Mobile app) Records Count clm__RecordsCount__c Text(255) The total number of records transmitted in the course of the operation when the clm__Operation__c contains Create, Update, Delete, Insert. Status clm__Status__c Picklist Synchronization status: Success. The synchronization is completed. Partially Success. If some errors occur during the synchronization, but the synchronization is completed. Failed. If any error occurred during the full synchronization. The Sync Log record of the failed synchronization is sent to Salesforce after the next synchronization is finished.","title":"Sync Log","component":"ctmobile-android","version":"","name":"sync-log","url":"/ctmobile-android/quick-reference-guides/synchronization-launch/sync-log.html","titles":[]},"498":{"id":498,"text":"Table of Contents Sync Log Records Enable Sync Logs Sync Log Reports Enable sync logs and configure the appropriate reports for efficient management of synchronization statistics: average synchronization duration, the ratio of succeeded synchronizations to failed, and many more. The Sync Log record is created for each synchronization and each operation, such as login, create, etc., after the synchronization completion or interruption due to sync errors. For more information, refer to Sync Log. For example, if you performed the successful fast synchronization with the insert operation of Account and Contact records and the update operation of the User record, the following Sync Log records per each operation will be created: The summary Sync Log record for the selected synchronization type: Operation: Fast Sync Status: Success Date Duration Description: Part 1 from 1 The number of transmitted records The number of errors occurred. The summary Sync Log record has the attachment which stores the text file with the sync logs: Name: syncSingle.log ParentId which stores the ID of the summary Sync Log record Description: Part 1 from 1. The Sync Log record with the insert operation of Account record: Operation: Insert Status Object Name: Account Date Duration The number of transmitted records for the object The number of errors that occurred Failed messages Failed IDs. The Sync Log record with the insert operation of the Contact record. The Sync Log record with the update operation of the User record. To enable and configure Sync Logs: Go to CT Mobile Control Panel: General. Select the required profile in the Location picklist. General Settings will be applied to all profiles without individual settings. In the Support and logs section, activate the Enable Sync logs switch. In the Debug Level picklist, select the logging level: None. Logging is disabled. Error. A log entry is created only in case of occurred synchronization error. All. Each synchronization is logged as a separate entry irrespectively of whether it contains errors or not. Enabling the All option for a long time will result in an overflow of the data storage at Salesforce and a significant increase in the CT Mobile synchronization time. Click Save. The sync log functionality is enabled. CT Mobile package is preconfigured with reports Average Synchronization Duration and Synchronization Statuses by Types. By default, the reports are stored in the Sync Log Reports folder. To open a Sync Log report: Click the button in the upper left corner and select Reports. Select the All Folders filter (or any other suitable filter) to display the folder list. Select the Sync Logs Reports folder. Select a report from the list. The selected report opens. You can adjust the configuration of default reports according to your needs or create your specific reports by using the standard Salesforce functionality. For more information about reports, refer to Salesforce Help: Reports.","title":"Sync Logs","component":"ctmobile-android","version":"","name":"sync-logs","url":"/ctmobile-android/quick-reference-guides/synchronization-launch/sync-logs.html","titles":[{"text":"Sync Log Records","hash":"h2_1487877011","id":1},{"text":"Enable Sync Logs","hash":"h2_272409891","id":2},{"text":"Sync Log Reports","hash":"h2_1454825892","id":3}]},"499":{"id":499,"text":"Table of Contents Location Application Menu Add menu item Add Custom Options The App Menu tab is intended to set up menu items and their order in the main menu. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. In the Search box, find the object that should be added to the main menu. Use the Advanced List option to display all available objects in the Available list. Click the object name in the Selected list to set up options for the object. Click to view the icons of the modules that can be added to the CT Mobile app. The modules' availability depends on the device platform. Hover the cursor over a module to see its short description. Click the icon to select the module and click Add. Rearrange the menu items in the Selected list in the desired order. At a customer’s request, complementary functional modules can be added to custom application builds. Click the Add Custom form to specify the significant word of the custom module. According to the selected menu item in the Selected list, the available options are displayed on the right: For the Home screen, enable the Customizable Home screen option. Add, size, and arrange widgets. For the Routes module, specify the ascending or descending order of records.","title":"CT Mobile Control Panel: App Menu","component":"ctmobile-android","version":"","name":"ct-mobile-control-panel-app-menu","url":"/ctmobile-android/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-app-menu.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Application Menu","hash":"h2_738493971","id":2},{"text":"Add menu item","hash":"h3_259736469","id":3},{"text":"Add Custom","hash":"h3_1872780512","id":4},{"text":"Options","hash":"h2_1511584348","id":5}]},"500":{"id":500,"text":"Table of Contents Location Activity Planning Calendar Settings The Calendar tab is intended to enable planning activities, manage Activity objects, and specify the view of the Calendar module. According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Application Setup record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. If enabled, a user can create and manage activities in the Calendar, Nearby Accounts, and Routes modules. Specify the view of the Calendar module. From the Calendar View picklist, select the default calendar view. The available options: Month Week Day Use the slider to specify the default duration in minutes for scheduled activities. Hover over the slider to see the value: 5 minutes: the leftmost position, the minimum default duration. 1 hour: the rightmost position, the maximum default duration. If enabled, mobile users can use the toggle to display or hide weekends on the calendar grid. Use the slider to customize visible working hours. Hover over the slider to see the default visible hour range in the following format 8:20, where 8 is the earliest hour to show and 20 is the latest hour to show on the calendar grid. 0 hour: the leftmost position. 24 hours: the rightmost position.","title":"CT Mobile Control Panel: Calendar","component":"ctmobile-android","version":"","name":"ct-mobile-control-panel-calendar","url":"/ctmobile-android/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-calendar.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Activity Planning","hash":"h2_751776964","id":2},{"text":"Calendar Settings","hash":"h2_81679169","id":3},{"text":"Calendar View","hash":"h3_1974887345","id":4},{"text":"Event Duration (minutes)","hash":"h3_808313222","id":5},{"text":"Show Week Type Switch","hash":"h3_2140284324","id":6},{"text":"Visible Hour Range","hash":"h3_256846269","id":7}]},"501":{"id":501,"text":"Table of Contents Location Color Settings Options The Color Settings tab is intended to set up colors for the records of an offline object according to the criterion. According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Customization record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Click the Create button to add new color settings. Follow the steps here to assign colors for the records of the desired offline object. Color settings are grouped into categories according to the offline object. Each offline object can have only one coloring criterion. Click next to an offline object to edit color settings. Click next to an offline object to remove color settings for the offline object.","title":"CT Mobile Control Panel: Color Settings","component":"ctmobile-android","version":"","name":"ct-mobile-control-panel-color-settings","url":"/ctmobile-android/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-color-settings.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Color Settings Options","hash":"h2_1200972364","id":2}]},"502":{"id":502,"text":"The Custom Details tab is intended to create and manage custom related lists of a record of an offline object. Settings on this tab will be saved in the corresponding fields of the Mobile Custom Details Settings record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Click the Create button to add new color settings. Follow the steps here to set up custom related lists for an offline object. Custom related lists are grouped into categories according to the offline object. Click next to the required custom related list to edit it. Click next to the required custom related list to remove it.","title":"CT Mobile Control Panel: Custom Details","component":"ctmobile-android","version":"","name":"ct-mobile-control-panel-custom-details","url":"/ctmobile-android/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-custom-details.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Custom Related List Options","hash":"h2_1467999814","id":2}]},"503":{"id":503,"text":"The custom tab allows you to manage the defined parameters in one place. Create and configure the custom Visualforce page which is responsible for the tab interface. To add a custom tab to the CT Mobile Control Panel: Go to Setup → Custom Code → Visualforce Pages and click New. Create a new Visualforce page: Enter a tab name in the Label field. Enter AppControlPanelExtension in Name field. Add Description if needed. Set a flag next to the Available for Lightning Experience, Lightning Communities, and the mobile app and Require CSRF protection on GET requests checkboxes if needed. Enter your code in the Visualforce Markup form below. Check Version Settings. Click Save. Click and go to CT Mobile Control Panel. The custom tab is added.","title":"CT Mobile Control Panel: Custom Tab","component":"ctmobile-android","version":"","name":"ct-mobile-control-panel-custom-tab","url":"/ctmobile-android/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-custom-tab.html","titles":[]},"504":{"id":504,"text":"Table of Contents Location Global User Interface Geolocation Support and logs Object mappings The General tab is intended to specify the main settings which are responsible for the CT Mobile app interface and the CLM package integration with the target system, such as CT Pharma or CT CPG. The tab has the following sections: According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Application Setup record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. You can copy all profile settings to another profile: Select the profile in the Location field to copy its settings. Click the button next to the Location field. In the pop-up, select a required profile and click Copy setting. The main settings are copied. This attribute must be set if the client system uses the Person Accounts functionality. If enabled: Person Accounts are displayed in the Contacts menu item and on the Contacts tab of the modules, except for the cases if the Reference object is selected in the Reference Object API Name field. Accounts are displayed in the Accounts menu item and on the Accounts tab of the modules. The ability to compress images used in the CT Mobile app. The quality of the original image depends on the device type and its settings. The attached images and taken photos may be compressed to reduce the amount of data sent to Salesforce. Hover over the slider to see the value: 0% – the leftmost position, the maximum amount of compression, and minimum image size. 100% – the rightmost position, no image compression, the functionality is disabled. The default value is 50%. This section is intended to personalize the CT Mobile interface. Click Customize next to Set App Color, Patterns, and Logo. In the App Customization window, the settings are located on the left side, and the tablet view with applied settings is on the right side. After customizing, click Save. The setup is complete. Click to view the App Customization window Manage the title pattern of the application screen. Select one of the configured patterns or upload your pattern by selecting the Own value from the picklist. The file size limit is 2 MB. The file format is limited to PNG. Image dimensions must be in the range from 1024 х 70 to 2732 х 204. To remove any pattern, select None. Manage the home pattern for the application screen background. Select one of the configured patterns or upload your pattern by selecting the Own value from the picklist. The file size limit is 2 MB. The file format is limited to PNG. Image dimensions must be in the range from 1024 х 768 to 2732 х 2048. To remove any pattern, select None. Select the background color for the CT Mobile screens. Click on the field to select a color from the drop-down palette or enter the color code. Select the homepage logo to display when the Logo widget is added on the Home Screen. Click Choose file to add a new logo. The logo file size limit is 4 MB. The file format is limited to PNG. The logo will be saved in the following format: For General Settings profile: Mobile.Logo.png. For a user profile: Mobile.Logo_{profile.id}.png. Large images will be automatically resized. To view the logo in Salesforce, switch Lightning Experience to Salesforce Classic, go to Documents and open the CT CLM folder. Geolocation data may be used for the Maps widget on a record, in the Routes and Nearby Accounts modules. If enabled, geolocation data on the Account and Activity objects will be collected in the Account Geolocation or Account Full Address field according to selection and in the Activity Geolocation Field API Name field. If enabled, geolocation data continues to collect even if the CT Mobile app runs in background mode. Set up the tracking interval of the geolocation data in seconds. If set to 0, the user’s current location will not be captured. To use geolocation, create a field with the Geolocation__c API name and with the Geolocation type on the Account object. Then select this field in the Account Geolocation Field picklist. If geolocation data is not specified, the account location will be retrieved from the Account Full Address field. Specify a field with the formula type to view the full address of the Account record. Create a new field with the Formula(Text) type on the Account object to contain City, Street, and other address info in one line. This field will be used to track geolocation data and build routes. To correctly track geolocation data, a formula should not return any symbols, for example, in a case, if one of the mentioned in the formula fields is blank. For example, to view the shipping city and shipping street, enter the following: .... IF( NOT( ISBLANK(ShippingCity) ), ShippingCity & \", \" , \"\" ) & ShippingStreet .... Obtain and enter your Google Maps API key on this tab for using Google Maps in the CT Mobile Android apps. If enabled, the Sync Log records will be created during the sync process on the mobile device. This attribute defines whether a Sync Log record should be created or not. Select an option: None – sync log record is not created; Error – sync log record is created only in case of a sync error; All – sync log record is created for each synchronization regardless of whether it was successful or not. In this case, data storage can be overloaded. Choose where to send the customer’s database dump of the CT Mobile app. Select an option: Salesforce.com The database dump will be attached to one or more Sync Log records in case of exceeding the size of 20MB. E-mail In the Support Email field, specify the email to send the data logs and screenshots of synchronization errors. Select an object that will be used as a product. The Product Object API Name field of the Mobile Application Setup should be correctly specified for each Activity object in the Activity Object API Name field. Records of the selected object will be displayed on the Contacts menu item, on the Contacts tab in the Nearby Accounts module, and on the Contacts and Hierarchy View tabs in the Calendar module. As the Reference object, use the junction object between the Account and Contact objects, for example: the standard Account Contact Relationship object if a single contact may be related to multiple contacts CTPHARMA__Reference__c if using CT Pharma solution as the target system, any custom object with the field of the lookup type to the Account and Contact objects If the many-to-many relationship between the Account and Contact objects is not used in the system, please leave this field blank. For more information, refer to Reference Object.","title":"CT Mobile Control Panel: General","component":"ctmobile-android","version":"","name":"ct-mobile-control-panel-general","url":"/ctmobile-android/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-general.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Copy Settings","hash":"h3_1877182756","id":2},{"text":"Global","hash":"h2_389408561","id":3},{"text":"Person Accounts Enabled","hash":"h3_471160840","id":4},{"text":"Image Quality","hash":"h3_377059502","id":5},{"text":"User Interface","hash":"h2_1037766202","id":6},{"text":"Title Pattern","hash":"h3_1718046162","id":7},{"text":"Home Pattern","hash":"h3_1108618695","id":8},{"text":"Device Background Color","hash":"h3_1461860777","id":9},{"text":"Homepage Logo","hash":"h3_1354766135","id":10},{"text":"Geolocation","hash":"h2_670774632","id":11},{"text":"Enable Location Tracking","hash":"h3_335024009","id":12},{"text":"Enable Background Location Tracking","hash":"h3_1567195273","id":13},{"text":"Tracking Interval (in seconds)","hash":"h3_1808523151","id":14},{"text":"Account Geolocation Field","hash":"h3_612123135","id":15},{"text":"Account Full Address Field","hash":"h3_1092547330","id":16},{"text":"Google Maps Android API Key","hash":"h3_375370096","id":17},{"text":"Support and logs","hash":"h2_1687169837","id":18},{"text":"Enable Sync Logs","hash":"h3_272409891","id":19},{"text":"Debug Level","hash":"h3_1226274811","id":20},{"text":"Send database dump to","hash":"h3_813073278","id":21},{"text":"Object mappings","hash":"h2_479934482","id":22},{"text":"Product Object API Name","hash":"h3_2141706831","id":23},{"text":"Reference Object API Name","hash":"h3_494016929","id":24}]},"505":{"id":505,"text":"Table of Contents Location Mini Layout Options The Mini Layouts tab is intended to configure and manage special forms that simplify the creation of a new record in the CT Mobile app. According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Mini Layout Settings record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Click the Create layout button to add a new mini layout. Follow the steps here to configure a mini layout for the desired offline object. Mini layouts are grouped into categories according to the offline object. Click next to the desired mini layout to edit it. Click next to the desired mini layout to delete it.","title":"CT Mobile Control Panel: Mini Layouts","component":"ctmobile-android","version":"","name":"ct-mobile-control-panel-mini-layouts","url":"/ctmobile-android/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-mini-layouts.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Mini Layout Options","hash":"h2_632328267","id":2}]},"506":{"id":506,"text":"Table of Contents Location Offline Objects Object Permissions Related Lists The Offline Objects tab is intended for managing offline objects and standard related lists. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Enter the object label or API name in the Search box to find it in the Available list and add it to the Selected list if this object should be available offline. If an object is added to the Selected list, it will be available in the Selected list on the CT Mobile Control Panel: App Menu tab. Use the Advanced List option to display all objects in the Available list regardless of whether the object has a page layout. Click the object name in the Selected list to set up the user’s permissions to work with this object and standard related lists. Restrict the profile permissions to create or delete records of the desired offline object. Set up SOQL filters to download only the required records. For more information, refer to Managing Offline Objects. Restrict the profile permissions to create or delete records of the standard related lists that are added to the page layout of an offline object and available for the selected record type. Set up SOQL filters for using a toggle in the CT Mobile app to display all or only records that match the criteria. For more information, refer to Managing Offline Objects. Also, get familiar with the information in the Standard Related Lists article. To set up custom related lists of an offline object, go to CT Mobile Control Panel: Custom details.","title":"CT Mobile Control Panel: Offline Objects","component":"ctmobile-android","version":"","name":"ct-mobile-control-panel-offline-objects","url":"/ctmobile-android/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-offline-objects.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Offline Objects","hash":"h2_1468985423","id":2},{"text":"Object Permissions","hash":"h2_263612775","id":3},{"text":"Related Lists","hash":"h2_946326628","id":4}]},"507":{"id":507,"text":"","title":"","component":"ctmobile-android","version":"","name":"ct-mobile-control-panel-presenter","url":"/ctmobile-android/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-presenter.html","titles":[]},"508":{"id":508,"text":"","title":"","component":"ctmobile-android","version":"","name":"ct-mobile-control-panel-workflows","url":"/ctmobile-android/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-workflows.html","titles":[]},"509":{"id":509,"text":"CT Mobile Control Panel is a Salesforce interface for connecting the CT Mobile solution to the customer’s target system and for specifying all the necessary settings to personalize the CT Mobile app. A user configuring a CT Mobile solution must have a separate profile and an assigned CT Mobile Administrator permission set. All settings for the selected profile will be saved in custom settings records. The CT Mobile Control Panel is divided into the following tabs: CT Mobile Control Panel: App Menu CT Mobile Control Panel: Calendar CT Mobile Control Panel: Color Settings CT Mobile Control Panel: Custom Details CT Mobile Control Panel: Custom Tab CT Mobile Control Panel: General CT Mobile Control Panel: Mini Layouts CT Mobile Control Panel: Offline Objects","title":"CT Mobile Control Panel","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/configuration-guide/ct-mobile-control-panel/index.html","titles":[]},"510":{"id":510,"text":"API Key is a protected hierarchic custom setting to store the cloud token. For an easy setup, go to CT Mobile Control Panel: Tools. We highly recommend getting familiar with the CT Mobile Managed Package Update to v. 3.54 article to understand changes when using the cloud token. Custom setting API name: clm__APIKey__c Field API Name Type Description Cloud Token clm__CLMCloudToken__c Text(255) The cloud token value.","title":"API Key","component":"ctmobile-android","version":"","name":"api-key","url":"/ctmobile-android/knowledge-base/configuration-guide/custom-settings/api-key.html","titles":[]},"511":{"id":511,"text":"CLM Settings is the custom setting that stores preferences to display CLM presentations via the Remote Detailing functionality. Custom setting API name: clm__CLMSettings__c Field API-name Type Description Application List Field clm__ApplicationsListField__c Text(255) The field API name of the Activity object for the Application IDs storing, for example, ApplicationIds__c. The field to store Application IDs should have the same API name on any Activity object for the Remote Detailing or Self Detailing session. Audio Record Enabled clm__IsAudioRecordEnabled__c Checkbox If enabled, the audio of the Remote Detailing session will be recorded and saved as the Attachment record with the audio file and linked to the Activity object. Call Repeat Allowed clm__IsCallRepeatAllowed__c Checkbox If enabled, the presenter can resume the finished Remote Detailing session. The statistics will be collected after resuming the Remote Detailing session; If specified, the same value will be assigned for all profiles. CRM Data Sharing Enabled clm__IsRDJSAPIEnabled__c Checkbox If enabled, certain JS Bridge methods will be available on the CLM presentation during the Remote Detailing or Self Detailing session. Delete After (days) clm_AudioCleanupAfter__c Number The expiration date, after which the audio record should be deleted from the Activity record. It is used when the clm__IsAudioRecordEnabled__c checkbox is active. The default value is 30. Detailed Stats Enabled clm__IsRDDetailedStatsEnabled__c Checkbox If enabled, the statistics per slide will be gathered for each participant at the meeting. Email Required Field clm__EmailRequiredField__c Text(255) The field API name of the Activity object, for example, IsEmailRequired__c. It indicates if the user is required to provide an email on the Welcome screen to access the Remote Detailing meeting. Endpoint URL clm__RestServicePrefix__c Text(255) Not applied since CT Mobile package v. 3.63. For the Self Detailing mode, the URL of a site is used for collecting statistics. Link Field clm__LinkField__c Text(255) The field API name of the Activity object for the invitation link storing, for example, RDLink__c. If specified, the same value will be used for all profiles. The field to store an invitation link should have the same API name on any Activity object for the Remote Detailing or Self Detailing session. Login URL clm__LoginURL__c Text The URL of the current Salesforce instance and unique URL(s) for a community, e.g., https://COMMUNITY_URL.cs129.force.com/ (separated by a comma, without blank spaces). Remote Detailing Enabled clm__IsRDEnabled__c Checkbox If enabled, the Remote Detailing functionality is allowed, and an invitation link will be generated on the Activity record. Session timeout (in seconds) clm__SessionTimeout__c Number(18, 0) The time interval during which a participant does not perform any action. When the time interval is reached, the session expires. The participant will be logged out, and their statistics will be sent to Salesforce. Text Chat Enabled clm__IsRDChatEnabled__c Checkbox If enabled, the participants of the Remote Detailing session can interact in the chat on the CLM-presentation screen. Text Chat History Enabled clm__IsRDChatLogEnabled__c Checkbox If enabled, the chat history will be saved as the Attachment record with the .html file and linked to the selected Activity record. Video Streaming clm__IsRDVideoStreamingEnabled__c Checkbox If enabled, the participants of the Remote Detailing session can stream video and audio. The presenter has the ability to enable/disable audio and video streaming per participant.","title":"CLM Settings","component":"ctmobile-android","version":"","name":"clm-settings","url":"/ctmobile-android/knowledge-base/configuration-guide/custom-settings/clm-settings.html","titles":[]},"512":{"id":512,"text":"Parameters defined in the CT Mobile Control Panel are stored by the system in the following custom settings: API Key Menu Settings and Offline Objects Mobile Application Setup Mobile Credential Data Mobile Custom Details Settings Mobile Customization Mobile Link Lists Mobile Mini Layout Settings Related List Filters Trigger Settings","title":"Custom Settings","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/configuration-guide/custom-settings/index.html","titles":[]},"513":{"id":513,"text":"Menu Settings and Offline Objects is a custom setting to store object details that are uploaded offline and are displayed in the Mobile Application main menu, according to a user profile. For an easy setup, go to CT Mobile Control Panel. CT Mobile Control Panel makes duplicates of the offline objects list in Related List Filters so that to be able to use an unlimited offline objects list. Custom setting API name: clm__TopLvlObjects__c Field API Name Type Description Conflict Manager Attribute clm__ConflictManagerAttribute__c Text(255) List of attributes for managing conflict records in CT Mobile app and Salesforce. Available values: true 1 false 0 Group Fileds clm__GroupFields__c Text(255) List of fields' API names responsible for records grouping in the menu on the left side. If the field is left blank, records will be grouped by the title of a compact layout. Menu Settings clm__MenuSettings__c Text(255) List of menu items available in the CT Mobile menu. Offline Objects clm__TopLvlObjects__c Text(255) List of objects' API names available in the CT Mobile. Online Attribute clm__OnlineAttribute__c Text(255) List of attributes used to display a link for records loading in the menu on the left side. Available values: true 1 false 0 Sort Order clm__SortOrder__c Text(255) The list of sorting operators is applied to the selected grouping fields. Available values: If a sorting operator is not set, the sorted order is ASC. Sort order is applied only to the grouping sections, records in groups are sorted alphabetically. ASC DESC","title":"Menu Settings and Offline Objects","component":"ctmobile-android","version":"","name":"menu-settings-and-offline-objects","url":"/ctmobile-android/knowledge-base/configuration-guide/custom-settings/menu-settings-and-offline-objects.html","titles":[]},"514":{"id":514,"text":"Mobile Application Setup is a hierarchical setup structure where the data related to the target system model and the global settings of the mobile application are stored. For an easy setup, go to CT Mobile Control Panel: General. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Custom setting API name: clm__ApplicationSetup__c Field API Name Type Description Account Full Address Field clm__AccountFullAddressAPIField__c Text(255) The API name of the field on the Account object is used to store the address of the organization, e.g., country, city, building. etc. The value in this field is used in the Maps widget if the value is not set in the clm__AccountGeolocationAPIField__c field or this field is absent. Account Geolocation Field clm__AccountGeolocationAPIField__c Text(255) The API name of the field with the Location type or the Address type on the Account object is used to store the geolocation of the organization. The value in this field is used to get the location in the Routes and Nearby Accounts modules. Activity \"IsDone\" field API name clm__ActivityDoneAPI__c Text(255) The API name of the field on the Activity object is used as an additional attribute showing that the Activity is finished. The field is used when the Start/Finish functionality is enabled. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity \"IsLocked\" field API name clm__ActivityIsLockedAPI__c Text(255) The API name of the field on the Activity object is used as an additional attribute showing that the Activity is locked for editing. The field is used when both Start/Finish and Lock/Unlock functionalities are enabled. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Description field API Name clm__ActivityDescriptionAPI__c Text(255) The API name of the field on the Activity object is used to store the description of the activity. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity End Date field API name clm__ActivityEndDateAPI__c Text(255) The API name of the field on the Activity object is used to store the end date of the activity. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Geolocation field API name clm__ActivityGeolocationAPIField__c Text(255) The API name of the field with the geolocation type on the Activity object. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Lookup Field API name clm__ActivityFieldAPI__c Text(255) The API name of the field with the lookup type from the Application Stats object to the Activity object. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Object API Name clm__ActivityObjectAPIName__c Text(255) API-name of the Activity object. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Start Date API name clm__ActivityDateAPI__c Text(255) The API name of the field on the Activity object used to store the start date of the activity. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Status field API name clm__ActivityStatusAPI__c Text(255) The API name of the field on the Activity object with the picklist type displays the activity status. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Allow Web Sharing clm__AllowWebSharing__c Checkbox If enabled, add the Web Share button to the CLM presentation record that allows you to embed the CLM presentation on the website page. Click the Web Share button, set up the height and width of the CLM presentation window, and click Generate. Copy and paste the code into the website page markup. Use the arrows to navigate on the slide carousel. JS Bridge as well as CTAPPGoTo functionality are not available. App Install URL clm__AppInstallURL__c Text(255) The direct link to CT Mobile app in the App Store. Bing Maps Windows API key clm__BingMapsWindowsAPIKey__c Text(255) Access key to Bing Maps services for CT Mobile Windows users that allows using Bing Maps in the Routes and Nearby Accounts modules and the Maps widget. Calendar View clm__CalendarView__c Text(255) The default view in the Calendar module. Available values: Day Week Month Capture Geoposition clm__CaptureGeoposition__c Checkbox The field is used to capture the position information when the Activity is started and both Start/Finish and Lock/Unlock functionalities are enabled. CloudToken clm__CloudToken__c Text(255) The CT Mobile services access token. Depending on the CT Mobile package and CT Mobile app version, the cloud token may be stored in the API Key custom setting. Debug Level clm__DebugLevel__c Text(255) Defines sync logs must be stored Available values: None. Logging is disabled. Error. The Sync Log record is created when an error occurred. All. The Sync Log record is created for each synchronization. Enabling the All option for a long time will result in an overflow of the data storage at Salesforce and a significant increase in the mobile application sync time. Event Duration clm__DefaultEventDuration__c Number(3,0) Default Activity duration in minutes when created in the Calendar module. Geo Trace Interval clm__GeoTraceInterval__c Number(18,0) Time interval (in seconds) between capturing the user’s current geolocation in the background. To disable the geotracking functionality, set the 0 value. Google Maps Android API Key clm__GoogleMapsAndroidAPIKey__c Text(255) Access key to Google Maps services allows CT Mobile Android users to work with Google Maps in the Routes and Nearby Accounts modules and the Maps widget. Google Maps iOS API Key clm__GoogleMapsAPIKey__c Text(255) Access key to Google Maps services allows CT Mobile iOS users to work with Google Maps in the Routes and Nearby Accounts modules and the Maps widget. Google Maps Javascript API Key clm__GoogleMapsJSKey__c Text(255) Access key to Google Maps services allows users to work with Google Maps in the Geolocation center. Image Quality clm__ImageQuality__c Number(3,0) Image compression functionality. The attached images and taken photos may be compressed to reduce the amount of data. Lock/Unlock Record clm__EnableLockUnlock__c Checkbox Lock Activities for editing after finishing and unlock for editing when starting and when both Start/Finish and Lock/Unlock functionalities are enabled. Metadata Last Modified Date clm__MetadataLastModifiedDate__c Date/Time The date of the last metadata change is used as a criterion for running mixed synchronization and loading metadata changes. Passcode Enabled clm__IsPasscodeEnabled__c Checkbox If enabled, the PIN code is required to access the CT Mobile app. Person Account Enabled clm__IsPersonAccountsEnabled__c Checkbox If enabled, Person Accounts are used in the CT Mobile app. Product lookup field API name clm__ProductFieldAPI__c Text(255) The API name of the field with the lookup type from the Application object to the Product object. Product Object API Name clm__ProductObjectAPIName__c Text(255) The API name of the Product object. PUSH Identifier clm__PUSHHUBName__c Text(255) Push notifications identifier. Reference Object API Name clm__ReferenceObjectAPIName__c Text(255) The API name of the Reference object. Show week switch clm__IsWeekSwitchShowed__c Checkbox The switch is used to display or hide the weekends in the Calendar module. Start/Finish Functionality clm__EnableStartFinish__c Checkbox Enable the Start/Finish functionality. Support Email clm__SupportEmail__c Email The support email is used to send the data dump and screenshots of sync errors. Theme clm__Theme__c Text(255) The color code in the RGB color model of the application theme. Unfinished Activity Allowed clm__IsUnfinishedActivityAllowed__c Checkbox If enabled along with the Start/Finish functionality, mobile users can leave the started Activity record to work with other CT Mobile app functionalities. Update Start/End Date Fields clm__UpdateDateFields__c Checkbox Refresh the current values of the start and end date at the activity opening/closing and when the Start/Finish functionality is enabled. Visible Hour Range clm__VisibleHourRange__c Text(255) The hour range is displayed in the Day and Week calendar view in the Calendar module. Week Format clm__WeekFormat__c Text(255) The week format: first day of the week, first working day, last working day in the two lowercase letters format, e.g., mo,tu,fr.","title":"Mobile Application Setup","component":"ctmobile-android","version":"","name":"mobile-application-setup","url":"/ctmobile-android/knowledge-base/configuration-guide/custom-settings/mobile-application-setup.html","titles":[]},"515":{"id":515,"text":"For users of CT Mobile package version below 3.54. Mobile Credential Data is a custom setting to store encrypted administrator credentials to access Salesforce Metadata API via APEX logic. For an easy setup, go to CT Mobile Control Panel: Tools. Custom setting API name: clm__MobileCredentialData__c Field API Name Type Description Key Value clm__KeyValue__c Text(255) The value to decypher the encrypted credentials and security token. Login clm__Login__c Text(255) The administrator’s login. Password clm__Password__c Text(255) The administrator password. Token clm__Token__c Text(255) The security token.","title":"Mobile Credential Data","component":"ctmobile-android","version":"","name":"mobile-credential-data","url":"/ctmobile-android/knowledge-base/configuration-guide/custom-settings/mobile-credential-data.html","titles":[]},"516":{"id":516,"text":"Mobile Custom Details Settings is a setting of the list type that is responsible for the display and layout of the Detailing tab on the record screen of any object. For an easy setup, go to CT Mobile Control Panel: Custom Details. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Custom setting API name: clm__MobileActivityDataCustomization__c Field API Name Type Description Column Width clm__ColumnWidth__c Text(255) List of values (separated by a comma, without blank space) to define each column’s percentage width. The 0 value means that the column is not affected by width setting, i.e., it will occupy the rest of the working area. The 100 value means that the column will squeeze out all the other columns from the working area. Custom Fields Layout clm__CustomFieldsLayout__c Text(255) List of API names (separated by a comma, without blank space) of object fields for the display in the table row. Data Object Name clm__DataObjectName__c Text(255) The API name of the object of displayed/created records. Data Record Type clm__DataRecordType__c Text(255) The API name of the record type of displayed or created records. Drilldown enabled clm__IsDrilldownEnabled__c Checkbox Whether drilling down to record details when taping on a record in the table is allowed. Is Record Addition Allowed clm__IsRecordAdditionAllowed__c Checkbox Whether the creation of new records is allowed. If a profile is granted access to create records in the mobile app, it is not granted access to create records of the related object by default. Is Record Delete Allowed clm__IsRecordDeleteAllowed__c Checkbox Whether deleting of records is allowed. If a profile is granted access to delete records in the mobile app, it is not granted access to delete records of the related object by default. The records which have not been synced may be always deleted no matter what access the profile is granted. Is Related List Layout clm__IsRelatedListLayout__c Checkbox If enabled, the table’s columns are created according to the settings in the related list’s layout. Lookup Field API name clm__LookupFieldAPI__c Text(255) The API name of the relationship field through which child records are related to the parent record. For standard Event or Task objects, the lookup field cannot be created due to Salesforce limitations. In this case, create and specify an EventId__c field with the text type to store the Event Id on the object that stands for the Event Data object. Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Parent Object clm__ParentObject__c Text(255) The object on which the Detailing tab will be displayed. Parent Object Record Type clm__ParentObjectRecordType__c Text(255) The record type of the object, on which the Detailing tab will be displayed. Read Only Attribute clm__ReadonlyAttribute__c Text(255) The attribute defines whether a field must be read-only. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__CustomFieldsLayout__c. Record Condition clm__RecordCondition__c Text Area(255) The criterion is to sort records and display only matching ones. When two or more records are applied, fields are sorted by column one. If the first column has several identical values, these lines are sorted by column two. Required Attribute clm__RequiredAttribute__c Text(255) The attribute defines whether a field must be filled out. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__CustomFieldsLayout__c. Show Application Launcher clm__isApplicationLaunchEnabled__c Checkbox Reserved. Sorting Field Name clm__SortingFieldName__c Text(50) The API name of the field for sorting records in the list. Tab Label clm__TabLabel__c Text(50) The name of the Detailing tab. Tab Order clm__Order__c Number(3,0) The tab sequence number for the display on the Detailing tab. If several records have the same ordinal number, the tabs will be arranged alphabetically according to the value in the clm__TabLabel__c field or the corresponding custom label.","title":"Mobile Custom Details Settings","component":"ctmobile-android","version":"","name":"mobile-custom-details-settings","url":"/ctmobile-android/knowledge-base/configuration-guide/custom-settings/mobile-custom-details-settings.html","titles":[]},"517":{"id":517,"text":"Mobile Customization is a custom setting to store custom color settings for statuses, types, or other attributes of selected objects. For an easy setup, go to CT Mobile Control Panel: Color Settings. Custom setting API name: clm__MobileCustomization__c Field API Name Type Description Colors clm__Colors__c Text(255) Color RGB-code for each value of the criteria filed, for example, rgb(208,209,209). Criteria Field clm__CriteriaField__c Text(255) API-name of criteria field Object clm__Object__c Text(255) API-name of an object to which the settings are applied Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Values clm__Values__c Text(255) The list of picklist values of the criteria field.","title":"Mobile Customization","component":"ctmobile-android","version":"","name":"mobile-customization","url":"/ctmobile-android/knowledge-base/configuration-guide/custom-settings/mobile-customization.html","titles":[]},"518":{"id":518,"text":"Mobile Link Lists is a custom setting to store custom links for the Links module. For an easy setup, go to CT Mobile Control Panel: App Menu. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Custom setting API name: clm__MobileLinkLists__c Field API Name Type Description Category clm__Category__c Text(255) The specific category for a link. Description clm__Description__c Text(255) The specific description for a link. Navigation enabled clm__IsNavigationEnabled__c Checkbox If enabled, the user could navigate through a site within the CT Mobile app. Order clm__Order__c Number(18,0) The order number of a link. Profile clm__Profile__c Text(255) The profile for which link was specified. URL clm__URL__c URL(255) The URL address of the link.","title":"Mobile Link Lists","component":"ctmobile-android","version":"","name":"mobile-link-lists","url":"/ctmobile-android/knowledge-base/configuration-guide/custom-settings/mobile-link-lists.html","titles":[]},"519":{"id":519,"text":"Mobile Mini Layout Settings is a custom setting that is used to set up a mini-layout to create a new record in the CT Mobile app. For an easy setup, go to CT Mobile Control Panel: Mini Layouts. Custom setting API name: clm__MobileLayoutSettings__c Field API Name Type Description Action clm__Action__c Text(255) System Event ID: New Fields clm__Fields__c Text(255) List of API names (separated by a comma, without blank space) of object fields to be displayed in the record creation window. Read Only clm__ReadAttribute__c Text(255) The attribute defines whether a field must be read-only. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__Fields__c. The attribute is not in use. Recordtype Developer Name clm__RecordTypeDeveloperName__c Text(255) API-name of the object record type to which this parameter will be applied. Required clm__RequiredAttribute__c Text(255) The attribute defines whether a field must be filled out. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__Fields__c. SObject clm__SObject__c Text(255) API-name of the object on which a record is being created. Sort clm__Sort__c Text(255) SOQL-criteria of sorting records. The Attribute is not applied anymore. Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles.","title":"Mobile Mini Layout Settings","component":"ctmobile-android","version":"","name":"mobile-mini-layout-settings","url":"/ctmobile-android/knowledge-base/configuration-guide/custom-settings/mobile-mini-layout-settings.html","titles":[]},"520":{"id":520,"text":"Related List Filters is a setting of the list type to store data about filters applied to the corresponding related lists of records while displaying them in the mobile application. This parameter is also responsible for selection criteria that are used for offline object data upload. For an easy setup, go to CT Mobile Control Panel: Offline Objects. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. The following system variables can be used as criteria: $User $UserRole $Profile For example, the {$User.Id} criterion specified in parameters will automatically be set to a current user ID. Using such system variables will dynamically query the data relevant to the current user. Custom setting API Name: clm__MobileRelatedListFilters__c Field API Name Type Description Conflict Manager clm__isConflictManagerEnabled__c Checkbox The Conflict Manager is used to track the changes made in a single record in the mobile application and on the Salesforce side. Create Allowed clm__isCreateAllowed__c Checkbox Enable to create records: of the offline object, if the API Name of this object is set in the clm__sObjectRelated__c field. of the related list’s object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. The permission to create a record cannot overcome the same profile permission. Delete Allowed clm__isDeleteAllowed__c Checkbox Enable to delete records: of the offline object, if the API Name of this object is set in the clm__sObjectRelated__c field. of the related list’s object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. The permission to delete a record cannot overcome the same profile permission. The records which have not been synchronized may always be deleted no matter what access the profile is granted. Group Field clm__GroupFieldAPIName__c Text(255) The API name of the field by which the entries will be grouped in the lists. Online Fetching clm__isOnlineFetchingEnabled__c Checkbox The setting defines if the Load more records button is available in the application. Order clm__Order__c Number(18, 0) The parameter defines the loading order of an offline object during synchronization. Parent Object clm__ParentObject__c Text(255) The API name of the offline object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Profile clm__Profile__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Quick Record Sync clm__IsQuickSyncEnabled__c Checkbox Enable Quick Record Synchronization for records of the offline object. RecordType clm__RecordType__c Text(255) The API Name of a record type of the offline object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Related List Filters clm__isRelatedListFilter__c Checkbox An attribute defines whether the parameter belongs to the records of the related list’s object. Related Object clm__sObjectRelated__c Text(255) The API Name of the offline object, if the setting is applicable for this object; the API Name of the related list’s object, if the setting is applicable for the records of the related list. Relationship Name clm__RelationshipName__c Text(255) Not in use. Show Application Launcher clm__isApplicationLaunchEnabled__c Checkbox If the API Name of the related list’s object is set in the clm_sObjectRelated__c field. SOQL Filter clm__SOQL__c Text(255) The SOQL query to filter: records of the offline object for displaying in the mobile application, if the API Name of this object is set in the clm__sObjectRelated__c field. records of the related list for displaying in the mobile application, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Sort Order clm__SortOrder__c Text(255) The parameter defines the ascending (ASC) or descending (DESC) sorting order of records in the list. Sort Tree by Field clm__SortTreeByFieldName__c Text(255) The API name of a field with the date or date/time type to display the related list records in the timeline view if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Sync Recovery clm__SyncRecovery__c Text(255) Enable Sync Recovery to deliver records that could not be synchronized to Salesforce anyway. Available values: An empty value means that the web service is not involved. Direct access means the pushing of the record changes directly to an object via the additional web service. Proxy object means the pushing of the record change as a modifiable JSON file in the Sync Log object attachments.","title":"Related List Filters","component":"ctmobile-android","version":"","name":"related-list-filters","url":"/ctmobile-android/knowledge-base/configuration-guide/custom-settings/related-list-filters.html","titles":[]},"521":{"id":521,"text":"Trigger Settings is a custom setting that is used to switch off the triggers of the CT Mobile package. By default, the Trigger Settings records are active for each trigger. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Custom setting API name: clm__TriggerSettings__c Field API Name Type Description Active clm__IsActive__c Checkbox If disabled, the corresponding trigger is inactive. Comments clm__Comments__c Text Area(255) Description. Trigger API Name Trigger Context Description ApplicationProcess before delete The trigger sends the IDs of the deleting CLM presentations to the Customertimes server. AttachmentProcess after insert after update The trigger checks the attachment is related to the slide or CLM presentation, sends the slide or CLM presentation attachment to the Customertimes server, and updates the parent record of the attachment if applied. The Attachment record label must contain the .ppt or .html value. SlideProcess after insert after update before delete before insert before update The trigger checks whether it is necessary to send CLM presentation slides to the Customertimes server to update their order or delete irrelevant ones. TemplateProcess after insert after update before insert before update The trigger generates or updates CLM presentation slides according to the selected template. WidgetProcess after insert after update before delete before insert before update The trigger generates or updates CLM presentation slides.","title":"Trigger Settings","component":"ctmobile-android","version":"","name":"trigger-settings","url":"/ctmobile-android/knowledge-base/configuration-guide/custom-settings/trigger-settings.html","titles":[{"text":"The List of CT Mobile Triggers","hash":"h2_588925148","id":1}]},"522":{"id":522,"text":"Table of Contents Create a Billing Account Create a Project Enable APIs and SDKs Waypoint Limits Get an API Key A Google Maps API key is a unique identifier used to authenticate a project making a call to the enabled API or SDK. For building routes and displaying nearby accounts in the CT Mobile app, specify the Google Maps API key according to your device platform on the CT Mobile Control Panel: General. To obtain the Google Maps API key, go to Google Cloud Platform Console: Before you start using the Google Maps Platform APIs and SDKs: sign in if you already have a billing account; sign up and create a billing account if you are a new user. To create a billing account, go to step 1 of the Get Started with Google Maps Platform guide or refer to the video How to create and attach a billing account to a Google Cloud Platform project. It is possible to create, modify, or close your Cloud Billing Account and to have several billing accounts. The project is the basis for managing services, credentials, billing, APIs, and SDKs. Project usage costs (for Google Cloud Platform and Google Maps Platform products) will be charged to the billing account linked with the project. To create a project, go to step 2 of the Get Started with Google Maps Platform guide, or follow the instructions here. It is possible to assign or remove a billing account for the existing project. To use Google Maps Platform, the APIs or SDKs you plan to use with your project should be specified. Please note that Google has pay-as-you-go pricing. To enable APIs and SDKs, go to step 3 of the Get Started with Google Maps Platform guide, refer to the video How to enable Google Maps Platform APIs and SDKs, or follow the instructions here. The following are required for using Google Maps on iOS devices: Maps SDK for iOS Directions API Geocoding API The following are required for using Google Maps in Geolocation Center in Salesforce: Maps JavaScript API Directions API Geocoding API Maximum allowed number of waypoints per request: 25 Using 1–10 waypoints is billed at the Directions SKU rate. Using more than 10 waypoints (11–25) is billed at the Directions Advanced SKU rate and can be configured for custom CT Mobile apps only. 50 requests per second, calculated as the sum of client-side and server-side queries. For using APIs and SDKs, it is necessary to obtain a Google Maps API key. To get, add, and restrict the API key, go to step 4 of the Get Started with Google Maps Platform guide, refer to the video How to generate and restrict API keys for Google Maps Platform, or follow instructions here for iOS devices and here for web sites. API key is unique for each bundle ID. Google recommends restricting the API key. Restrictions provide added security and help ensure only authorized requests are made with your API key. Since Google changed the restriction settings, and now users cannot restrict Directions API by using the bundle identifier, we kindly ask you not to set any restrictions in order to be able to build routes in the CT Mobile app. Select the condition and APIs to restrict the Google Maps API key. Application restrictions: None, if the restrictions are not applied. HTTP referrers (websites). Accept requests from the list of websites that you supply. IP Addresses (web services, cron jobs, etc.). Accept requests from the list of web server IP addresses that you supply. Android apps. Require package name and SHA-1 signing certificate fingerprint to restrict usage to Android applications. iOS apps. Accept requests from the iOS applications with the bundle identifier that is supplied. If you need to enforce more than one restriction, add a separate key with the required restriction. API restrictions API restrictions limit the usage of the API key to one or more APIs or SDKs. Requests to an API or SDK not associated with the API key will fail. The setup is complete. Now, you can use your Google Maps API Key to build routes and find nearby accounts in the CT Mobile app. Here is an example for iOS devices:","title":"Google Maps API Key","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/configuration-guide/google-maps-api-key/index.html","titles":[{"text":"Create a Billing Account","hash":"h2_1247614733","id":1},{"text":"Create a Project","hash":"h2_1591767480","id":2},{"text":"Enable APIs and SDKs","hash":"h2_131855740","id":3},{"text":"Waypoint Limits","hash":"h3_1529349083","id":4},{"text":"Get an API Key","hash":"h2_1263049274","id":5}]},"523":{"id":523,"text":"The bundle ID is a unique internal application identifier. In CT Mobile, the following identifiers are used: com.customertimes.ctmobile Custom systems can use identifiers that differ from the ones mentioned above.","title":"Mobile Application Bundle ID","component":"ctmobile-android","version":"","name":"mobile-application-bundle-id","url":"/ctmobile-android/knowledge-base/configuration-guide/google-maps-api-key/mobile-application-bundle-id.html","titles":[]},"524":{"id":524,"text":"Available since CT Mobile package v. 3.63. Sometimes a request to create a new metadata archive exceeds the 12 MB limit, which means that the transaction will fail due to the heap size being too large. Use Archive Component to specify which additional components to track and collect in the metadata archive. The administrator should create the Archive Component custom metadata type. Follow the steps in Salesforce Help to create the custom metadata type with the following fields. Field API Name Type Description Member Member__c Text(255) Specify the fullName of the desired component. For more information, refer to Salesforce Developer: Metadata. for users of CT Mobile package v. 3.63–3.65, specify components or the character * (asterisk) instead of listing each member when there are many metadata components for the selected metadata type in the Name__c field. for users of CT Mobile package v. 3.66 and higher, specify the character * (asterisk) when the PackageSize__c field is filled out. Name Name__c Text(255) Specify the metadata type. The name must match a metadata type that is defined in the Metadata API WSDL. For more information, refer to Salesforce Developer: Metadata Types. Package Size PackageSize__c Number(18,0) The number of entities in one request. Left empty if the Member__c field contains at least one component name. Available since CT Mobile package v. 3.66. Create the Archive Component record with desired components or package size. Go to Setup → Custom Code → Custom Metadata Types. Click Manage Records next t Archive Component. Click New. Fill the following fields in: specify a metadata type in Name. specify components in Member or set the size of the request in Package Size, for example, in one request must be 3 objects (entities) of the CustomObject metadata type: Click Save & New. Repeat steps 4–5 to create records for dashboards and reports. The setup is complete. Next, create the metadata archive. After creating Archive Component records, the metadata archive must be rebuilt to include component(s) or use requests of a specific size. Go to the CT Mobile Control Panel: Tools tab and click the Refresh metadata archive button to update the metadata archive. When the metadata archive is ready, go to the CT Mobile Control Panel: Tools tab and click the Download metadata archive button to verify if the desired component(s) have been added. If the component(s) have been added, you see the corresponding folder in the metadata archive. Salesforce doesn’t allow making more than 101 callouts. If this case will arise during metadata archive creation, the admins should cut creation for several parts. Go to Setup → Custom Settings → Custom Metadata Types → Archive Components. Count records quantity of the following components: offline objects reports dashboards For each component, divide its quantity by the number in the Package Size field so that the sum of all entries after division is less than 101. For example: In Salesforce org, the quantity of offline objects equals 150, reports are 90, and dashboards are 25. The Package Size limits are 3 for offline objects, 2 for reports, and 1 for dashboards. To count the number of callouts: 150 ÷ 3 + 90 ÷ 2 +25 ÷ 1 = 120. The limit is exceeded, so admins should change the package size for components, i.e.,150 ÷ 5 + 90 ÷ 2 +25 ÷ 1 = 100. The setup is complete.","title":"Ability to Specify Metadata Components or the Number of Entities in One Request","component":"ctmobile-android","version":"","name":"ability-to-specify-metadata-components-or-the-number-of-entities-in-one-request","url":"/ctmobile-android/knowledge-base/configuration-guide/metadata-archive/ability-to-specify-metadata-components-or-the-number-of-entities-in-one-request.html","titles":[{"text":"Create Archive Component Custom Metadata Type","hash":"h2_1608419557","id":1},{"text":"Create Archive Component Record","hash":"h2_584426973","id":2},{"text":"Check Metadata Archive","hash":"h2_84833819","id":3},{"text":"Limits","hash":"h2_152061858","id":4}]},"525":{"id":525,"text":"Metadata archive contains metadata components such as custom object definitions and page layouts, attributes, current user permissions, etc. The mobile app downloads metadata using administrator credentials. The components listed below are downloaded in the ZIP archive. Component Attribute Description CustomLabel * Custom labels metadata. CustomObject ValidationRule Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. CustomObject/CustomField Description The description of optional fields is displayed on the screen of the CT Mobile app (iOS). CustomObject/CustomField LookupFilter Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields. CustomObject/CustomField SummerizedField SummaryFilterItems SummaryForeignKey SummaryOperation Data on summarized fields and their criteria. SummarizedField represents the field on the detail row that is being summarized; SummaryFilterItem represents the set of filter conditions for this field if it is a summary field; SummaryForeignKey represents the master-detail field on the child that defines the relationship between the parent and the child; SummaryOperation represents the sum operation, such as count, sum, min, and max, to be performed. CustomObject/CustomField VisibleLines The number of lines displayed for fields of the TextArea and Rich Text types. Dashboard * Data on dashboards that have been added. Due to Salesforce limits, CT Mobile downloads a maximum of 9999 of the most recently modified dashboards. Report * Data on configurable reports that have been added. Due to Salesforce limits, CT Mobile downloads a maximum of 1000 of the last most recently modified reports. ReportType * Data on types of configurable reports. StandardValueSet * Set of values in the standard field with the Picklist type. The following components are always included in the metadata archive. User Activity The following components will be added to the metadata archive when objects are added to the offline objects: For any offline object: the corresponding object, for example,Account, Custom Meeting, etc. For the Task object: Task Task Status (value set) For the Opportunity object: Opportunity Opportunity Stage (value set) Opportunity Line Item Product 2 Pricebook 2 Pricebook Entry The following components will be added to the metadata archive when the module is added in the main menu: For the Applications module: Application Application Stats Slide Custom Scenario","title":"Metadata Archive","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/configuration-guide/metadata-archive/index.html","titles":[{"text":"Metadata Components","hash":"h2_1854953360","id":1},{"text":"Criteria when Components Are Included in the Metadata Archive","hash":"h2_1283174333","id":2}]},"526":{"id":526,"text":"Available since the CT Mobile package v. 3.66. The Application Editor allows creating CLM presentations from JPEG/JPG files: Create a ZIP archive with images. Each image must be placed at the root level (do not use folders) in order to convert it to a separate slide. The number of images cannot exceed 200. The size of a ZIP archive cannot exceed 75 MB. To convert the JPEG/JPG images into CLM presentation: Go to Application Editor. Select a CLM presentation from the picklist in the upper left corner, click New to create a new CLM presentation, or click Clone to add a new CLM presentation identical to the selected one. For example, enter the name of a CLM presentation, define additional settings, and click OK in the case of a new CLM presentation. Click the Upload PPT file button. Select the desired file. Select the Replace existing slide button if you want to replace existing slides in the CLM presentation with slides from the file which is being uploaded. Click OK. The CLM presentation is ready. Select Active, configure slides, and click the Publish application button. Perform fast or mixed synchronization on the mobile device to download the CLM presentation.","title":"Creating CLM Presentation from JPEG/JPG","component":"ctmobile-android","version":"","name":"creating-clm-presentation-from-jpeg-jpg","url":"/ctmobile-android/knowledge-base/ct-presenter/application-editor/creating-clm-presentation-from-jpeg-jpg.html","titles":[]},"527":{"id":527,"text":"The Application Editor allows the creation of CLM presentations from PDF files. The size of a PDF file may not exceed 25 MB. The maximum size of a .pdf or .ppt(x) file is increased up to 75 MB. The physical size: width: 13.65 in (34.67 cm); height: 10.24 in (26.00 cm). Do not insert any fields or forms in PDF files. If a PDF file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation. To convert a PDF file into a CLM presentation: Go to Application Editor. Select a CLM presentation from the picklist in the upper left corner, click New to create a new CLM presentation, or click Clone to add a new CLM presentation identical to the selected one. For example, enter the name of a CLM presentation, define additional settings, and click OK in the case of a new CLM presentation. Click the Upload PPT file button. Select the desired file. Select the Replace existing slide button if you want to replace existing slides in the CLM presentation with slides from the file which is being uploaded. Click OK. The CLM presentation is ready. Select Active, configure slides, and click the Publish application button. Perform fast or mixed synchronization on the mobile device to download the CLM presentation.","title":"Creating CLM Presentation from PDF","component":"ctmobile-android","version":"","name":"creating-clm-presentation-from-pdf","url":"/ctmobile-android/knowledge-base/ct-presenter/application-editor/creating-clm-presentation-from-pdf.html","titles":[]},"528":{"id":528,"text":"The Application Editor allows the creation of CLM presentations from PowerPoint files. Supported files: .ppt with files, .ppt(x) with files. Embed fonts in a CLM presentation to be sure that the fonts, special characters, layout, and styling of the document won’t change while sharing. The size of the CLM presentation must not exceed 25 MB. The maximum size of a .pdf or .ppt(x) file is increased up to 75 MB. If a .ppt(x) file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation. Slides animation from converted .ppt files is not supported. Violation of converted slides' proportion is possible when other than iPad format slides are used in the source document. To convert a PowerPoint file into a CLM presentation: Go to Application Editor. Select a CLM presentation from the picklist in the upper left corner, click New to create a new CLM presentation, or click Clone to add a new CLM presentation identical to the selected one. For example, enter the name of a CLM presentation, define additional settings, and click OK in the case of a new CLM presentation. Click the Upload PPT file button. Select the desired file. Select the Replace existing slide button if you want to replace existing slides in the CLM presentation with slides from the file which is being uploaded. Click OK. The CLM presentation is ready. Select Active, configure slides, and click the Publish application button. Perform fast or mixed synchronization on the mobile device to download the CLM presentation.","title":"Creating CLM Presentation from PowerPoint","component":"ctmobile-android","version":"","name":"creating-clm-presentation-from-powerpoint","url":"/ctmobile-android/knowledge-base/ct-presenter/application-editor/creating-clm-presentation-from-powerpoint.html","titles":[]},"529":{"id":529,"text":"Before the CLM presentation creation, read Requirements and Media File Formats and set up remote sites. The Application Editor is intended to create CLM presentations with the Application record type. The CLM presentation is based on HTML code, PowerPoint, or PDF. Each slide can be formed based on templates with placeholders and widgets. Create a CLM Presentation Add Slides to the CLM-presentation To create the new CLM presentation with the Application record type: Go to the Application Editor tab and click New. In the New Application window, select the Application record type. Specify fields: Enter the CLM presentation name. Set Active to make the CLM presentation available for users. Select the Slide reordering enabled checkbox if you plan to create a custom scenario. Check the required boxes to track actions and collect statistics in the Application Stats record. Read the description of each parameter here. Click OK. The new CLM presentation record is created. Also, you can create a CLM presentation from the Application tab. Click New, select the Application record type, specify all required fields, and click Save. Add slides to CLM presentations: Manually create slides using one of the options below. specify templates with placeholders and widgets; add markup for a slide. Create a CLM presentation from PowerPoint by clicking the Upload PPT file button; Create a CLM presentation from PDF by clicking the Upload PPT file button. The Application Editor creates slides of the CLM presentations by taking screenshots of PDF pages and ppt(x) slides. If a PDF or ppt(x) file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation. Create a CLM presentation from JPEG/JPG by clicking the Upload PPT file button. Publish a CLM presentation after creation.","title":"Application Editor","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/ct-presenter/application-editor/index.html","titles":[{"text":"Create a CLM Presentation","hash":"h2_213917439","id":1},{"text":"Add Slides to the CLM-presentation","hash":"h2_1226060150","id":2}]},"530":{"id":530,"text":"Attachment is a standard Salesforce object that is used to store files of various types. Object API Name: Attachment Salesforce provides the ability to attach content to records in two ways: Attach content to an object through a Files object Each file consists of a record of the Content Document object that represents a document uploaded to Salesforce CRM Content or Salesforce Files and a record of the Content Version object that represents a version of the uploaded document. A user or their organization must have access to Files. If the user has access to an object but no access to the attached content, all content will be in the Notes & Attachments section. Attach content as an Attachment to an object with the enabled transfer of all records to the Files object. In Salesforce Classic, all documents are saved by default as a record of the Attachment object in the Notes & Attachments section. To save documents as Files: Go to Setup → Feature Settings → Salesforce Files → General Settings. Enable the Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments option. Now, documents are saved as files in the Notes & Attachments section. Attachments and Files are used to store: We recommend using the Image Quality setting to downscale the image size because Salesforce has limits for attachments. CLM presentation sources, for example, images, scripts, and styles. photos and signatures of Activity records; attachments to the Chatter feed posts; notes and attachments to the standard and any custom objects. During the full synchronization, CT Mobile downloads attachments by requesting the CombinedAttachments records for all offline objects. Each CombinedAttachments record contains a file link and file name. These records are stored in the Notes & Attachments section. When a user taps the CombinedAttachment record, the attachment is downloaded. Do not add the CombinedAttachments object to offline objects. To upload attachments from the CT Mobile app to Salesforce, launch the fast synchronization.","title":"Attachments and Files","component":"ctmobile-android","version":"","name":"attachments-and-files","url":"/ctmobile-android/knowledge-base/ct-presenter/clm-scheme/attachments-and-files.html","titles":[{"text":"Downloading Attachments","hash":"h2_2031634004","id":1}]},"531":{"id":531,"text":"The Activity object of the target system is intended to store details of users’ field activities, such as visits, events, and meetings. It is possible to work with several Activity objects that must be set in CT Mobile Control Panel: Calendar. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Object API name: depends on the target-system data model In case of their lack, the following fields should be created on the object: Field API Name Type Description Application Ids ApplicationIds__c Lookup(Application) / Text(255) / Long Text Area(131072) Consider Salesforce description for the fields of the Text type. For Remote Detailing, create a field that stores CLM presentations IDs: The field to store Application IDs should have the same API name on any Activity object for the Remote Detailing session. You can specify a process, for example, create a trigger to autocomplete this field with values from the pre-configured picklist. a field with the Lookup type to put only one CLM-presentation ID in a field with the Text type to store a few IDs (separated by a comma, without blank space). Geolocation Geolocation__c Geolocation Create a field to store the geolocation data on the place of editing (opening) activity Identifier MobileId__c Text(255) Create a field to store the system label in a case where the record was created/edited in the CT Mobile app. The use of another API name is not possible. RD Link RDLink__c URL For Remote Detailing, create a field to fill it out with an invite link. The field to store an invite same API name on any Activity object for the Remote Detailing session. Email Required IsEmailRequired__c Checkbox Available since the CT Mobile package v.3.65. If enabled, the user is required to provide an email on the Welcome screen to access the Remote Detailing meeting.","title":"Activity","component":"ctmobile-android","version":"","name":"clm-activity","url":"/ctmobile-android/knowledge-base/ct-presenter/clm-scheme/clm-activity.html","titles":[]},"532":{"id":532,"text":"The Application object is intended to store CLM presentations. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Object API name: clm__Application__c Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the CLM presentation is active and will be downloaded on the mobile device during synchronization. A CLM presentation should be available for the current user. The clm__IsAvailableOffline__c field should be selected to download the CLM presentation on a mobile device. Application Name Text(80) The CLM presentation label. Application ID clm__APPID__c Text(255) (Unique Case Insensitive) The unique label of the CLM presentation. It may be used in the navigation for switching from the current slide to a slide in another CLM presentation. Available for Download clm__IsAvailableForDownload__c Checkbox If enabled, the CLM presentation is available for download. Available for Remote Detailing clm__IsAvailableForRD__c Checkbox If enabled, the CLM presentation can be used in Remote Detailing. The clm__isActive__c field should be checked. Available Offline clm__IsAvailableOffline__c Checkbox If enabled, the CLM presentation will be downloaded on the mobile device during synchronization. The clm__isActive__c field should be checked. Description clm__Description__c Long Text(32768) The description of the CLM presentation is specified by the administrator. Device Orientation clm__DeviceOrientation__c Picklist The device orientation. Available values: Horizontal Vertical If not specified, the horizontal orientation is used as the default. Feedback Comments are allowed clm__IsFeedbackCommentsEnabled__c Checkbox If enabled, the current user can leave a comment on a slide during the demonstration of the CLM presentation. For each slide, comments will be stored in the clm__Description__c field of the record of the Application Stats object. Forced Load Date clm__ForcedLoadDate__c Date During the fast synchronization, the CT Mobile app compares the current version of the CLM presentation in the clm__Version__c field with the one previously saved: If the value is not set or is the past date, the CLM presentation will be downloaded; If the value is the future date, the current user should pick whether to download the CLM presentation or not. For example, set the future date for the CLM presentation that contains info about the future promo. Preview clm__Preview__c Formula The field stores a URL link of the first slide screenshot to display on the custom Visualforce page. Product ProductId__c Lookup(Product) Create a field with the lookup to store the target Product records. Record Type RecordTypeId Record Type Application The CLM presentation is based on HTML5 by manually creating or uploading PowerPoint, PDF, or ZIP archives with the JPEG/JPG files on the Application Editor tab. Plain Application In the built-in Plain Application Editor, CLM presentations can be created based on templates, placeholders, widgets, PowerPoint, and other content. Markups for all slides are stored in the first slide. The slides' effects are available. Screenshot ID clm__ScreenshotID__c Text(255) The slide ID for displaying a slide preview. Not in use. Slide Effect clm__SlideEffect__c Picklist Not in use. Slide reordering enabled clm__IsSlideReorderEnabled__c Checkbox If enabled, users can create and edit custom scenarios. Slide Zoom Enabled clm__IsZoomEnabled__c Checkbox If enabled, zoom in and out slides if the display mode is wk. Swipe gesture type clm__SwipeGestureType__c Picklist Specify a gesture to switch slides in the CT Mobile app. Track clicks on slide clm__IsSlideClicksTrackingEnabled__c Checkbox Per slide, it counts taps or clicks and stores as an Application Stats record of the Slide Stats record type. For Remote Detailing Per each slide, counting taps/clicks of the presenter and participants will be stored as an Application Stats record of the Global Stats record type. Track slide duration clm__IsSlideDurationTrackingEnabled__c Checkbox If enabled, it counts the view time per slide and stores it as an Application Stats record of the Slide Stats record type. Track slide likes/dislikes clm__IsSlideLikesTrackingEnabled__c Checkbox If enabled, it counts likes and dislikes and stores them as an Application Stats record of the Slide Stats record type. The presenter can use the hidden double-finger swipe gesture to like/dislike slides. For Remote Detailing If enabled by the presenter, participants can like/dislike slides. Track slide navigation clm__IsSlideNavigationTrackingEnabled__c Checkbox If enabled, the slide labels will be recorded in the navigation order: An Application Stats record of the Global Stats record type. For Remote Detailing Track slide views clm__IsSlideViewsTrackingEnabled__c Checkbox If enabled, counting the number of slide views and stores as an Application Stats record of the Slide Stats record type. For Remote Detailing counting the number of slide views by the presenter and participants and stores as an Application Stats record of the Global Stats record type. Track total duration of a presentation clm__IsTotalDurationTrackingEnabled__c Checkbox Counting the total view time of all slides and stores as an Application Stats record of the Global Stats record type. Version clm__Version__c Number(16,2) The version of the CLM presentation. Click Publish on the Application record or in Application Editor to update the version.","title":"Application","component":"ctmobile-android","version":"","name":"clm-application","url":"/ctmobile-android/knowledge-base/ct-presenter/clm-scheme/clm-application.html","titles":[]},"533":{"id":533,"text":"The Application Stats object is intended to store statistics of every time the CLM presentation is viewed whether the current preview is attached to the Activity record or not. Statistics of one CLM presentation can be linked to multiple activity records. A list of monitored parameters is set up for each CLM presentation separately. Statistics collection stops when a user exits the CLM presentation. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Object API name: clm__ApplicationStats__c To collect certain parameters of statistics, it is necessary to use preconfigured gestures. Field API Name Type Description Activity depends on the Activity object Lookup(Activity) for the custom Activity object / Text for the standard Task and Event objects A field with the lookup type for the Activity object will be automatically created for each Activity object specified on CT Mobile Control Panel: Calendar, for example, ActivityId__c or TaskId__c. The field will be filled out with the Activity record ID: when you link the CLM presentation to the activity record in the Applications module. if you launch the CLM presentation or the Remote Detailing meeting from the record’s layout. Application clm__ApplicationId__c Master-Detail(Application) The ID of the CLM presentation to which the statistics record is linked. Browser clm__Browser__c Text (255) To store the participant’s browser name during the Remote Detailing meeting. Clicks clm__Clicks__c Number(18,0) Slide Stats Collect the number of taps/clicks per slide. Global Stats The total number of taps/clicks for all slides. Web Detailing For the Remote Detailing meeting, the total number of taps/clicks on all slides for each participant, if the Remote Detailing: Detailed Stats Enabled field of the CLM Settings record is not active. Custom Scenario clm__CustomScenarioId__c Lookup(Custom Scenario) Slide Stats The custom scenario record in which a slide was shown. Description clm__Description__c Long Text Area(32768) To store a comment left by a user while viewing the CLM presentation. Dislikes clm__Dislikes__c Number(18,0) Slide Stats Collect the number of dislikes per slide. Global Stats The total number of dislikes for all slides. Web Detailing For the Remote Detailing meeting, the total number of dislikes on all slides for each participant, if the Remote Detailing: Detailed Stats Enabled field of the CLM Settings record is not active. Email clm__Email__c Email To store the participant’s email address (if specified) for the Remote Detailing meeting. File name clm__FileName__c Text(255) Stores the value obtained by ctm.CustomStats() Finished by Timeout clm__IsFinishedByTimeout__c Checkbox For the Self-Detailing meeting. If enabled, the statistics will be pulled into Salesforce after a certain time (timeout of the participant’s session), and the field switches to the true value. Guest Stats clm__IsGuestStats__c Checkbox For the Remote Detailing meeting, automatically set: false, if statistics relate to the presenter. true, if statistics relate to a participant. IP Address clm__IPAddress__c Text (255) To store the participant’s IP address during the Remote Detailing meeting. Likes clm__Likes__c Number(18,0) Slide Stats Collect the number of likes per slide. Global Stats The total number of likes for all slides. Web Detailing For the Remote Detailing meeting, the total number of likes on all slides for each participant, if the Remote Detailing: Detailed Stats Enabled field of the CLM Settings record is not active. Order clm__Order__c Number(18,0) Slide Stats The slide order in the custom scenario or CLM presentation. OrgSummary Count clm__OrgSummaryCount__c Number(18,0) Not in use. OrgSummary Speciality clm__OrgSummarySpeciality__c Text(255) Not in use. OrgSummary Type clm__OrgSummaryType__c Text(1) Not in use. OrgSummary User Count clm__OrgSummaryUserCount__c Number(18,0) Not in use. Parent clm__ParentId__c Lookup(Application Stats) For the Slide Stats record type, it stores the parent Global Stats record. Record Type RecordTypeId Record Type Slide Stats – statistics collected during the CLM presentation per slide. Global Stats – slide statistics summary, calculated based on all visits to an organization performed. Web Detailing – statistics for a participant collected on the views of CLM presentations on the web or through the Remote Detailing meeting. File Stats – statistics on CLM presentation attachments views. Slide clm__SlideId__c Lookup(Slide) For the Slide Stats record type, it stores the appropriate Slide record. Slide Navigation Path clm__NavigationPath__c Long Text Area(131072) Global Stats The navigation path of slides. Web Detailing For the Remote Detailing meeting, the navigation path of slides for each participant, if the Remote Detailing: Detailed Stats Enabled field of the CLM Settings record is not active. Start Time clm__StartTime__c Date/Time Slide Stats The starting time of the slide demonstration. Global Stats The starting time of the CLM presentation demonstration. Web Detailing For the Remote Detailing meeting, the time, when a participant joined if the Remote Detailing: Detailed Stats Enabled field of the CLM Settings record is not active. Terms Accepted clm__TermsAccepted__c Checkbox For a record of the Slide Stats type: true if the participant accepted the Terms of Use false if the participant did not accept the Terms of Use User clm__User__c Text(255) To store the participant’s username during the Remote Detailing meeting. Views clm__Views__c Number(18,0) Slide Stats The number of slide views. Global Stats For the Remote Detailing meeting, the number of slide views by the presenter and participants. View time (in seconds) clm__ViewTime__c Number(18,0) Slide Stats The view time for a slide. Global Stats The view time for all slides. Web Detailing For the Remote Detailing meeting, the view time for the CLM presentation for each participant, if the Remote Detailing: Detailed Stats Enabled field of the CLM Settings record is not active.","title":"Application Stats","component":"ctmobile-android","version":"","name":"clm-applicationstats","url":"/ctmobile-android/knowledge-base/ct-presenter/clm-scheme/clm-applicationstats.html","titles":[]},"534":{"id":534,"text":"The Custom Scenario object is intended to store custom CLM presentation scenarios. A scenario may include slides from different CLM presentations. During the first full synchronization, the application requests the list of users and shared scenarios for all the Applications available to the user. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Object API Name: clm__CustomScenario__c Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the custom scenario will be downloaded on the mobile device. Application clm__ApplicationId__c Master-Detail(Application) The CLM presentation to which the custom scenario is related. Combined clm__isCombined__c Checkbox If enabled, slides from various CLM presentations are used in a custom scenario. Slides will be displayed according to the clm__SlideId__c field of a custom scenario. If disabled, slides only from one CLM presentation are used in a custom scenario. Slides will be displayed according to the clm__Branch__c field of a slide. Description clm__Description__c Text(255) The description of the custom scenario. Favorite clm__isFavorite__c Checkbox If enabled, the custom scenario is a favorite and will be displayed in the Carousel of CLM presentations on the Home Screen or in the widget on the record’s mobile layout. Scenario Editor clm__ScenarioEditor__c Formula(Text) Used for the Scenario Editor launch. Scenario Name clm__ScenarioName__c Text(255) The custom scenario name. It may be used in the navigation. Slides clm__SlideId__c Long Text(131072) Slide IDs (separated by a comma, without blank space). User clm__UserId__c Lookup(User) The ID of the user who created the custom scenario.","title":"Custom Scenario","component":"ctmobile-android","version":"","name":"clm-customscenario","url":"/ctmobile-android/knowledge-base/ct-presenter/clm-scheme/clm-customscenario.html","titles":[]},"535":{"id":535,"text":"The Placeholder object is intended to indicate a place for interactive widget content storage on the HTML template. The list of widgets available for insertion varies depending on the type of placeholder selected. Object API Name: clm__Placeholder__c Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the placeholder can be applied in the HTML5 markup of a slide. Allowed Types clm__Type__c Picklist (Multi-Select) Select one or several types of using widgets. Application clm__ApplicationId__c Master-Detail(Application) The CLM presentation to which the placeholder is related. Description clm__Description__c Long Text(32768) The placeholder description. Height clm__Height__c Number(18,0) The height of the placeholders (pixels). Name Name Text(80) The label of the placeholder. Position clm__Position__c Number(18,0) The placeholder order number is on a slide. Placeholders are marked as {!POSITION_n}, where n is an ordinal integer. Template clm__TemplateId__c Lookup(Template) The template with the placeholder. Width clm__Width__c Number(18,0) The width of the placeholders (pixels).","title":"Placeholder","component":"ctmobile-android","version":"","name":"clm-placeholder","url":"/ctmobile-android/knowledge-base/ct-presenter/clm-scheme/clm-placeholder.html","titles":[]},"536":{"id":536,"text":"The Product object is intended to keep the product details. Object API Name: Depends on the data model of the target system, e.g., CT Product, Pharma Product. The creation of additional fields on the object is not required.","title":"Product","component":"ctmobile-android","version":"","name":"clm-product","url":"/ctmobile-android/knowledge-base/ct-presenter/clm-scheme/clm-product.html","titles":[]},"537":{"id":537,"text":"The Slide object is intended to store an individual page of a CLM presentation with a unique index number. Object API name: clm__Slide__c Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the slide will be downloaded on the mobile device. Application clm__ApplicationId__c Master-Detail(Application) The CLM presentation to which the slide is related. Only slides with reference to the current CLM presentation will be displayed via demonstration. Branch clm__Branch__c Picklist A branch is a path with the appropriate order of slides specified by the user. Each slide can contain links to several branches. Depending on the user’s choice (via JS Bridge, link, etc.) on the current slide, the CLM presentation will continue along the selected branch. During the CLM presentation, slides of the current branch and the slide, from which the branch was started, are shown. Category clm__Category__c Picklist The slide sorting for easy search of a slide. Contains Key Message clm__ContainsKeyMessage__c Checkbox Use to mark slides for the user’s logic. Description clm__Description__c Long Text(32768) The slide description. Fixed clm__isFixed__c Checkbox The slide cannot be switched to the next one using a scrolling gesture; switching to the next slide is available only through following the links. Markup clm__Code__c Long Text(131072) The HTML5 code for the slide. It can be manually added or created by using templates, widgets, and placeholders. Order clm__Order__c Number(18,0) The number of the slide order on a branch. Preview clm__Preview__c Formula(Text) The link for the preview image will be shown in Salesforce. Required clm__isRequired__c Checkbox Not in use. Screenshot clm__Screenshot__c Formula(Text) The link for the slide screenshot. The screenshot is stored in Salesforce. Share Allowed clm__isShareAlowed__c Checkbox The slide can be selected and sent by email. Slide Animation clm__SlideAnimation__c Picklist Not in use. Slide Name Name Text(80) The slide label. Tags clm__Tags__c LongTextArea(32768) Not in use. Template clm__TemplateId__c Lookup(Template) The template that is used for the slide.","title":"Slide","component":"ctmobile-android","version":"","name":"clm-slide","url":"/ctmobile-android/knowledge-base/ct-presenter/clm-scheme/clm-slide.html","titles":[]},"538":{"id":538,"text":"The Template object is used to store an HTML layout with placeholders. Object API Name: clm__Template__c Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the template can be used in an HTML markup for a slide. Application clm__ApplicationId__c Master-Detail(Application) The CLM presentation to which the template is related. Description clm__Description__c Long Text(32768) The template description. Markup clm__Code__c Long Text(131072) The HTML code for the template. Max components clm__MaxComponents__c Number(18,0) The number of placeholders in the template. Template Name Name Text(80) The template label.","title":"Template","component":"ctmobile-android","version":"","name":"clm-template","url":"/ctmobile-android/knowledge-base/ct-presenter/clm-scheme/clm-template.html","titles":[]},"539":{"id":539,"text":"The Widget object is intended to store a separate editable element of the slide template. Should the widget record be modified, the HTML code of an entire slide is recalculated and updated. Object API Name: clm__Widget__c The table below has not had a complete description of the Widget fields. We are working on updating the information. Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the widget can be used in an HTML markup for a template. Application clm__ApplicationId__c Master-Detail(Application) The CLM presentation to which the widget is related. Autoplay clm__Autoplay__c Checkbox Calibre clm__Calibre__c Number(18,0) Chat Types clm__ChatTypes__c Picklist The available values: column, line, pie, spline, area. Chat Values clm__ChatValues__c Long Text Area(32768) Code clm__Code__c Long Text(131072) The HTML5 code for the widget. Custom Style clm__CustomStyle__c Checkbox Data clm__Data__c Long Text Area(32768) Default clm__Default__c Number(16,2) Field Name clm__FieldName__c Text(255) Height clm__Height__c Number(18,0) The height of the widget. Labels clm__Labels__c Long Text Area(32768) LabelString clm__LabelString__c Long Text Area(32768) Legend clm__Legend__c Text(255) Legend Location clm__LegendLocation__c Text(255) Max clm__Max__c Number(16,2) Min clm__Min__c Number(16,2) Object Name clm__ObjectName__c Text(255) Placeholder clm__Placeholder__c Lookup(Placeholder) The placeholder to which the widget is related. Position clm__Position__c Formula(Number) Show Legend clm__ShowLegend__c Checkbox Slide clm__Slide__c Master-Detail(Slide) The slide to which the widget is related. Step clm__Step__c Number(16,2) Theme clm__Theme__c Text(50) Title clm__Title__c Text(255) The title of the widget. Tooltip clm__Tooltip__c Checkbox Type clm__Type__c Picklist The available values of widget types: Rich Text For changes on the HTML-layout, text blocks places, and images. Slider An interactive customizable widget that can aggregate numerical values. Chart An interactive diagram widget. Sortable An interactive sorting widget. Video A widget for inserting a video into a slide. Values clm__Values__c Long Text Area(32768) ValueString clm__ValueString__c Long Text Area(32768) VideoId clm__VideoId__c Text(32) For widget Video type. Video Source clm__VideoSource__c Picklist For widget Video type. The available values: YouTube, Custom URL, SF Content. Video URL clm__VideoURL__c Long Text Area(2000) For widget Video type. Width clm__Width__c Number(18,0) The width of the widget.","title":"Widget","component":"ctmobile-android","version":"","name":"clm-widget","url":"/ctmobile-android/knowledge-base/ct-presenter/clm-scheme/clm-widget.html","titles":[]},"540":{"id":540,"text":"The CT Presenter object model is designed to ensure the flexibility and reusability of the created CLM presentations. Please get familiar with the CLM presentation components. Activity Application Application Stats Attachments and Files Custom Scenario Placeholder Product Slide Template User Widget","title":"CLM Scheme","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/ct-presenter/clm-scheme/index.html","titles":[]},"541":{"id":541,"text":"A Placeholder is an HTML layout field that indicates a place for interactive widget content storage. It is possible to set up the type of supported widgets in the placeholder. To create a new placeholder: Go to Applications and select a CLM presentation. In the Templates section, click the template name. Go to the Related tab. In the Placeholders section, click New. Fill out the necessary fields. The full description of placeholder attributes is available here. The placeholder name should include the CLM presentation name, e.g., e-Detailing2: Test Template, where e-Detailing2 is the name of the CLM presentation. The placeholder position number is a required parameter. On the template markup, placeholders are marked as {!POSITION_n}, where n is a position number. A widget that is associated with this placeholder and that has the corresponding position number in {!POSITION_n} will be added to the slide layout by the Renew Slides button on the CLM presentation page. Specify a type of placeholder. Click Save or Save & New to create another placeholder. The placeholder is created.","title":"Creating a Placeholder","component":"ctmobile-android","version":"","name":"creating-a-placeholder","url":"/ctmobile-android/knowledge-base/ct-presenter/creating-clm-presentation/creating-a-placeholder.html","titles":[]},"542":{"id":542,"text":"To create a slide: Go to Applications and select a CLM presentation. Click New in the Slides section. Fill out the necessary fields. The full description of slide attributes is available here. Enter the Slide name. Specify the slide content using one of the options below: Select the template with placeholders and widgets. In the Markup field, specify a markup for a slide. Specify the order and branch. Set the Required attribute prevents mobile users from displacing or removing the slide from the scenario. Set the Fixed attribute to disable slide scrolling using a double swipe. The attribute use is recommended to be set to the slides that represent the menu. Click Save or Save & New to create another slide. The slide is created. It is also possible to add attachment files or notes to the slide. Go to Applications and select a CLM presentation. In the Slides section, click the slide name. Go to the Related tab. In the Notes & Attachment section, click the Upload Files button. Select a file or drop it in the section. The side attachment is uploaded.","title":"Creating a Slide","component":"ctmobile-android","version":"","name":"creating-a-slide","url":"/ctmobile-android/knowledge-base/ct-presenter/creating-clm-presentation/creating-a-slide.html","titles":[]},"543":{"id":543,"text":"CT Presenter allows creating several slides based on one template. You can use widgets to make slides look and feel different. To use widgets, it is needed to add placeholders where they would be located. Templates support an unlimited number of placeholders. To create a template: Go to Applications and select a CLM presentation. Click New in the Templates section. Fill in the required fields and enter the HTML code in the Markup field. The full description of template attributes is available here. To activate JS Bridge in the HTML code, enable the JS Bridge library. The template name should include the CLM presentation name, e.g., e-Detailing2: Test Template, where e-Detailing2 is the name of the CLM presentation. Click Save or Save & New to create another slide. The template is created.","title":"Creating a Template","component":"ctmobile-android","version":"","name":"creating-a-template","url":"/ctmobile-android/knowledge-base/ct-presenter/creating-clm-presentation/creating-a-template.html","titles":[]},"544":{"id":544,"text":"The Widget is a separate editable element of the template. Widgets are inserted in placeholders that are specified on the template. The following types of widgets are currently supported: Rich Text For changes to the HTML layout, text blocks places and images. Slider An interactive customizable widget that can aggregate numerical values. Chart An interactive diagram widget. Sortable An interactive sorting widget. Video A widget for inserting a video into a slide. YouTube video is currently supported. The video is downloaded to the iPad and it is available in offline mode. To create a new widget: Go to Applications and select a CLM presentation. In the Slides section, click the slide name. Go to the Related tab. In the Widgets section, click New. Fill out the necessary fields. The full description of widget attributes is available here. Click Save or Save & New to create another widget. The widget is created.","title":"Creating a Widget","component":"ctmobile-android","version":"","name":"creating-a-widget","url":"/ctmobile-android/knowledge-base/ct-presenter/creating-clm-presentation/creating-a-widget.html","titles":[]},"545":{"id":545,"text":"CLM presentations can be created slide by slide in Salesforce. Creating a Slide Creating a Template Creating a Placeholder Creating a Widget On the Application Editor tab, select the CLM presentation in the picklist. In the CLM-presentation section: Click New to create a new CLM presentation. Click Clone to copy the selected CLM presentation to a new CLM presentation record. Click Delete to remove the CLM presentation. Click Upload PPT file to create a CLM presentation based on the PowerPoint, PDF, or JPEG/JPG file. Click Publish to apply all settings for the CLM presentation. In the Slides section: Click Add new to add a new slide. Click Save to save changes. Click Cancel to roll back all unsaved changes. Click Delete next to a slide to remove a slide. Click the Slide name to edit a slide. Click the Template name to edit a template. Specify whether the slide is active and can be used in CLM presentation or not. Specify the Required attribute and a category, if needed. Specify slides in branches.","title":"Creating CLM Presentation","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/ct-presenter/creating-clm-presentation/index.html","titles":[]},"546":{"id":546,"text":"The JS Bridge functionality is intended for managing CRM data on a CLM presentation by generating pre-configured JavaScript methods on a slide. To activate JS Bridge, enable the JS Bridge library in the tag of a slide: The source code of the JS Bridge library can be downloaded from the static resource of Salesforce. The file name is JsLibrary.zip. To check JS Bridge availability for use it is recommended to perform the entire logic of interaction through addEventListener. document.addEventListener('WebViewJavascriptBridgeReady', function(event){ console.log('JS Bridge is ready'); }); The following methods are outdated: getUSValues, playVideo, skipTenPercent, CTAPPNewRecord. Methods for Interaction with CRM data Methods for Accessing External Functionality Methods for CLM Presentation Control","title":"Activating JS Bridge","component":"ctmobile-android","version":"","name":"activating-js-bridge","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/activating-js-bridge.html","titles":[{"text":"Event of functional readiness of JS Bridge:","hash":"h2_1614277225","id":1},{"text":"Available JS Bridge Methods","hash":"h2_1136353801","id":2},{"text":"Available JS Bridge Methods","hash":"_available_js_bridge_methods","id":3}]},"547":{"id":547,"text":"The appropriate format: The CT Mobile app The CT Mobile package v. 3.66.6 and above YYYY-MM-DD, string The CT Mobile package below v. 3.66.6 dd-MM-yyyy-HH-mm, string","title":"Data Format for Filling Fields using JS Bridge","component":"ctmobile-android","version":"","name":"data-format-for-filling-fields-using-js-bridge","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/data-format-for-filling-fields-using-js-bridge.html","titles":[]},"548":{"id":548,"text":"JS Bridge is the interface of the interaction of CLM-presentation with Salesforce data. To start using it, activate the JS Bridge library. It is used for capturing and displaying data from the Salesforce system objects (Accounts,Contacts, Calls, etc.), for launching the CT Mobile features, e.g., the synchronization process, and for slide navigation during the CLM presentation. It can be used for capturing data during the CLM-presentation for further storage in CT Mobile and then synchronize with Salesforce. For example, if a user starts a CLM presentation from the Activity mobile layout and this Activity record is related to an Account and a Contact records, the platform allows displaying data from the following objects: Account (in case if relationship from visit exists) Contact (in case if relationship from visit exists) Reference (in case if relationship from visit exists) Activity Activity Data Data, registered in one slide, can be stored only on a single object without exceeding the field number limitations. Saving field values is performed after changing a slide or closing the slideshow. Example of JS Bridge API that fetches data from the system (Account name, Contact name of this account) and displays in a presentation:","title":"JS Bridge API","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/index.html","titles":[]},"549":{"id":549,"text":"Here you can find JS Bridge methods that you can use in CLM presentations. When you launch the Remote Detailing meeting in the CT Mobile app, CRM data captured by JS Bridge will be uploaded to Salesforce and not stored on the mobile device. A user should have permission to edit records of the corresponding object. For example, if you create a new record using ctm.create, it will be uploaded to Salesforce, and you should launch fast synchronization to download it to a mobile device. When you open a CLM presentation in the Application module, from the carousel of CLM presentations on the Home screen or mobile layout in the CT Mobile app, CRM data captured by JS Bridge will be saved to the mobile device. In this case, the corresponding object should be available offline, and a user should have permission to edit its records. To upload data to Salesforce, perform the fast synchronization. Feature Applications (on a tablet) Remote Detailing Comment iOS Android Windows Methods for interaction with CRM data CRM data display Yes Yes Yes Yes Opening attached files Yes Yes Yes No Query records: ctm.query Yes Yes Yes Yes These methods are forbidden during the Self Detailing and Self Detailing 2.0 meetings. Create records: ctm.create Yes Yes Yes Yes Update records: ctm.update Yes Yes Yes Yes Delete records: ctm.delete Yes Yes Yes Yes Start fast sync: ctm.sync Yes Yes No No Obtain the path to the file: ctm.getFile Yes No Yes No Save attachments: ctm.storeFile Yes No Yes No Custom data tables according to related record: ctm.openDataTableByParentRecord Yes No No No Custom data tables according to SOQL query: ctm.openDataTableByQuery Yes No No No Methods for Accessing External Functionality Camera access: ctm.photo Yes Yes No No Open QR Code: ctm.openQRScanner Yes No No No Quiz launch: ctm.openQuiz Yes No No No PDF generation: ctm.generatePDF Yes No No No Sound recording: CTAPPstopRecordingAudio Yes No No No Sound recording: CTAPPstartRecordingAudio Yes No No No The transition from Animation to Sales Order: ctm.createSalesOrderWithAnimations Yes No No No Exit from presentation: ctm.autoExitPresenter Yes No Yes No Methods for CLM presentation control Like: ctm.like Yes Yes Yes No Dislike: ctm.dislike Yes Yes Yes No Disable slide scroll: ctm.disableSlideScroll Yes No No No Enable slide scroll: ctm.enableSlideScroll Yes No No No Activate gathering statistics of presentation: ctm.customStats Yes No No No ctm.setOptions No No Yes No Methods for CLM presentation navigation CTAPPgoToSlide Yes No Yes Yes CTAPPgoToFirst Yes No Yes Yes CTAPPgoToPrevious Yes No Yes Yes CTAPPgoToNext Yes No Yes Yes Switch between slides using the href attribute Yes Yes Yes No Methods for Remote Detailing 2.0 Define the meeting type: ctm.getAppEnv No No No Yes These methods are used during the Remote Detailing 2.0 or Self Detailing 2.0 meeting. Define the Id of the Activity record: ctm.getVisitId No No No Yes Define the user role: ctm.getUserType No No No Yes Secure query records: ctm.secureQuery No No No Yes This method is used during the Self Detailing 2.0 meeting instead of ctm.query. CTAPPturnOnAudio No No No Yes These methods affect only the presenter’s audio and video stream even if called by the participant. CTAPPturnOffAudio No No No Yes CTAPPturnOnVideo No No No Yes CTAPPturnOffVideo No No No Yes Outdated methods skipTenPercent Yes No No No playVideo Yes No No No getJSValues Yes No No No CTAPPNewRecord Yes No No No","title":"JS Bridge Methods Availability","component":"ctmobile-android","version":"","name":"js-bridge-methods-availability","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/js-bridge-methods-availability.html","titles":[{"text":"Important Notes","hash":"h2_868831931","id":1}]},"550":{"id":550,"text":"The CLM presentation converting from the .ppt(x) file will be displayed against a black background, and slides, which size is less than the screen area, will be aligned to the center of the screen. Please refer to Requirements and Media File Formats before converting a PowerPoint file to CLM-presentation. To convert a PowerPoint file to CLM-presentation: Go to Application Editor. Select a plain CLM presentation from the picklist in the upper left corner, or click New to create a new CLM presentation with the Plain Application record type, or click Clone to add a new CLM presentation identical to the selected one. Click Import from PPT. In the Import PPT window, click Browse, select the PowerPoint file, and click Upload. The CLM presentation limit is 25 slides. In the case of exceeding the limit, a warning will be displayed. The PowerPoint file will not be uploaded. Wait a minute and slides converted from the PowerPoint file will be displayed. In the CT Mobile menu, click Save. Also, you can upload the PowerPoint by clicking Import PPT in the CT Mobile menu. The CLM presentation is created. After creating the CLM presentation: Renew slides, wait 2–3 minutes, and publish the CLM presentation. Perform fast or mixed synchronization on the mobile device to download the CLM presentation. You can customize CLM presentations with the Plain Application Editor tools. Select and click Impress to view the CLM presentation with the impress.js framework. Click the right/left side to switch slides, or use key arrows and a spacebar. Select and click Bespoke to view the CLM presentation with the bespoke.js framework. Use key arrows and a spacebar to navigate.","title":"Creating Plain CLM Presentation from PowerPoint","component":"ctmobile-android","version":"","name":"creating-plain-clm-presentation-from-powerpoint","url":"/ctmobile-android/knowledge-base/ct-presenter/plain-application-editor/creating-plain-clm-presentation-from-powerpoint.html","titles":[]},"551":{"id":551,"text":"Preconfigured templates can be used for the CLM presentation creation. The slide switching effects will be available in the CT Mobile app. To create a CLM presentation from a template: Go to Application Editor. Select a plain CLM presentation from the picklist in the upper left corner, or click New to create a new CLM presentation with the Plain Application record type, or click Clone to add a new CLM presentation identical to the selected one. In the Plain Application Editor window, click Create from the template. In the Templates window, select a template. Wait a minute and slides with the selected template will be displayed. Customize CLM presentation with the Plain Application Editor tools. The CLM presentation limit is 25 slides. In the case of exceeding the limit, a warning will be displayed. Select and click Impress to view the CLM presentation with the impress.js framework. Click the right/left side to switch slides, or use key arrows and the spacebar. Select and click Bespoke to view the CLM presentation with the bespoke.js framework. Use key arrows and a spacebar to navigate. In the CT Mobile menu, click Save. Also, you can create the CLM presentation from a template by clicking Templates in the CT Mobile menu. The CLM presentation is created. After creating the CLM presentation: Renew slides, wait 2–3 minutes, and publish the CLM presentation. Perform fast or mixed synchronization on the mobile device to download the CLM presentation.","title":"Creating Plain CLM Presentation using Templates","component":"ctmobile-android","version":"","name":"creating-plain-clm-presentation-using-templates","url":"/ctmobile-android/knowledge-base/ct-presenter/plain-application-editor/creating-plain-clm-presentation-using-templates.html","titles":[]},"552":{"id":552,"text":"Table of Contents Create a CLM Presentation The Plain Application Editor Menu The Plain Application Editor Tools Insert Text Insert Image Insert Video Insert Website Insert Shape Insert Widget Slide Background and Surface Use the built-in Plain Application Editor to create CLM presentations. To create the new CLM presentation: Go to Application Editor. Click New to create a new CLM presentation with the Plain Application record type or click Clone to add a new CLM presentation identical to the selected one. In the Plain Application Editor window, click Create new. Use the Plain Application Editor tools to create slides. In the CT Mobile menu, click Save. The CLM presentation is created. After creating the CLM presentation: Renew slides, wait 2–3 minutes, and publish the CLM presentation. Perform fast or mixed synchronization on the mobile device to download the CLM presentation. During the CLM presentation editing, click CT Mobile. The Plain Application Editor menu is shown. The menu options: Click Templates for selecting a template for a CLM presentation. Click Import PPT for creating a CLM presentation from uploaded PowerPoint. Click Save to save changes. Click Convert to edit the plain CLM presentation as the usual one. This action is irreversible. Click Undo/Redo to cancel/repeat the previous action. Use the standard actions by clicking Cut, Copy, Paste, or Delete. Click the Text button to add, design, and edit text. To add an image:ctmobile-ios Click the Image button. In the open window, click Browse and select an image or drop-and-drop an image. Click Insert Image. The image is added. To add a video: Click the Video button. In the open window, enter the URL. Click Insert Video. The video is added. To add a website: Click the Website button. Enter the URL. Click Insert Website. The website is added. To insert a shape: Click the Shape button. Select a shape. The shape is added. To insert a widget: Click the Widget button. Select a widget. The widget is added. For each widget type, specify properties. The full description of widget attributes is available here. Click the Background or Surface button to add an image or specify a color for the slide background and surface. You can apply the settings for all slides or the selected one.","title":"Creating Plain CLM Presentation","component":"ctmobile-android","version":"","name":"creating-plain-clm-presentation","url":"/ctmobile-android/knowledge-base/ct-presenter/plain-application-editor/creating-plain-clm-presentation.html","titles":[{"text":"Create a CLM Presentation","hash":"h2_1040598226","id":1},{"text":"The Plain Application Editor Menu","hash":"h2_589443929","id":2},{"text":"The Plain Application Editor Tools","hash":"h2_1603679187","id":3},{"text":"Insert Text","hash":"h3_975431466","id":4},{"text":"Insert Image","hash":"h3_1553991866","id":5},{"text":"Insert Video","hash":"h3_1671076548","id":6},{"text":"Insert Website","hash":"h3_790840930","id":7},{"text":"Insert Shape","hash":"h3_1191029450","id":8},{"text":"Insert Widget","hash":"h3_935070099","id":9},{"text":"Slide Background and Surface","hash":"h3_1951582057","id":10}]},"553":{"id":553,"text":"Table of Contents Create a CLM-presentation Add Slides to the CLM Presentation The Plain Application Editor is intended to create CLM presentations with the Plain Application record type. CLM presentations can be created without HTML programming. Import a PowerPoint file or create a CLM presentation using templates, slides with images, texts, videos, etc. Markups for all slides will be stored in the first slide record. We recommended creating no more than 25 slides. Before the CLM presentation creation, read Requirements and Media File Formats and set up remote sites. To create the new CLM presentation with the Plain Application record type: Go to the Application Editor tab and click New. In the New Application window, select the Plain Application record type. Specify fields: Enter the CLM presentation name. Set Active to make the CLM presentation available for users. Select the Slide reordering enabled checkbox if you plan to create a custom scenario. Check the required boxes to track actions and collect statistics in the ApplicationStats record. Read the description of each parameter here. Click OK. The new CLM-presentation record is created. Also, you can create a CLM presentation from the Application tab. Click New, select the Plain Application record type, specify all required fields, and click Save. Select the CLM presentation in the picklist. After the CLM presentation creation, it is needed to fill it out with the slides. Create a CLM presentation by adding slide by slide, and configure template placeholders and widgets. Create a CLM presentation based on the template. Create a CLM presentation based on PowerPoint. The Application Editor creates slides of the CLM presentations by taking screenshots of .ppt(x) slides. If a .ppt(x) file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation. After creating the CLM presentation: Renew slides, wait 2–3 minutes, and publish the CLM presentation. Perform fast or mixed synchronization on the mobile device to download the CLM presentation.","title":"Plain Application Editor","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/ct-presenter/plain-application-editor/index.html","titles":[{"text":"Create a CLM-presentation","hash":"h2_1040598226","id":1},{"text":"Add Slides to the CLM Presentation","hash":"h2_1226060150","id":2}]},"554":{"id":554,"text":"The Chatter module displays users' messages. Users can create posts and comments and add attachments. You can add Chatter to the mobile layout. To add the Chatter module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Chatter item. Click Add to close the Add menu item tool. Click Save. The setup is complete. The following Chatter feeds are available by default. What I follow All posts and comments of the feeds the current user is subscribed to all posts and comments by the current user, and all posts and comments from the groups the current user created or participate. To Me All posts and comments on the current user wall, all comments for the current user posts. All Company All company group posts and comments, even if the current user is not a group member. Create a new private or public group in Salesforce, perform the full synchronization, and track the group posts and comments in the mobile app. To update a feed, pull down the chatter screen. The records (text posts, link posts, and content posts), comments, and likes will be synchronized. Tap Add comment under the post to comment.","title":"Chatter","component":"ctmobile-android","version":"","name":"chatter","url":"/ctmobile-android/knowledge-base/mobile-application/mobile-application-modules/chatter.html","titles":[{"text":"Adding Chatter to the Menu","hash":"h2_1295891821","id":1}]},"555":{"id":555,"text":"The list of the modules is available in the CT Mobile app. CT Mobile app supports integration with other CT Software products. The list of integration depends on the device platform. For more information, refer to CT Mobile OS Comparison. Applications Calendar Chatter Opportunities Nearby Accounts Recent Items Routes","title":"Mobile Application Modules","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/mobile-application/mobile-application-modules/index.html","titles":[]},"556":{"id":556,"text":"The Libraries module allows viewing files and documents uploaded to Salesforce CRM Content. For the full module operation, follow the link to enable Salesforce CRM Content in your Salesforce org and set up permissions for users. Upload documents to Files and grant user access to documents. Documents can be stored by folder. If ContentDocument, ContentVersion, ContentDocumentLink objects are added as offline objects, the Libraries module will not work correctly. To add the Libraries module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Salesforce Content item. Click Add to close the Add menu item tool. Click Save. The setup is complete. Libraries include two main sections: Left menu The list of available for the current user workspaces and folders. Main screen The screenshots of available documents. Documents are grouped by content type. For files larger than 20MB, the screenshots are not displayed. Available content types: All The general list of all the documents and folders in the workspace. Documents Files of MS Office, text documents, etc. Media Audio and video files. Other Other file formats. Supported files:","title":"Libraries","component":"ctmobile-android","version":"","name":"libraries","url":"/ctmobile-android/knowledge-base/mobile-application/mobile-application-modules/libraries.html","titles":[{"text":"Adding Libraries to the Menu","hash":"h2_480837523","id":1},{"text":"Using Libraries","hash":"h2_1939800943","id":2}]},"557":{"id":557,"text":"The Nearby Accounts module allows you to observe the nearest accounts on the map. You can view the contacts and activities related to an account, and create activities. By default, records are grouped by the start date in decreasing order. You can select the appropriate list view. Add the Nearby Accounts module to the app menu. To use Google Maps, specify the Google Maps API key on the CT Mobile Control Panel: General tab. A field to store an address for the Account object should be specified on the CT Mobile Control Panel: General tab. An Activity object should be specified on CT Mobile Control Panel: Calendar tab. Create a field with the Lookup type from the Activity object to the Account object. To add the Nearby Accounts module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Nearby Accounts item. Click Add to close the Add menu item tool. Click Save. The setup is complete. List of Accounts, Contacts, or Activity records with the specified geolocation. By default, records are grouped by the start date in decreasing order. You can select the appropriate list view. To view related contacts, specify the API name of the required object on the CT Mobile Control Panel: General tab and add this object to offline objects. There should be a field with the Lookup type from the specified Contact object to the Account object. Based or not on the current location, view the location of the selected record on the map. Tap Nearby Accounts in the main menu to open a map centered on your current location (if enabled in the device settings). Tap a record in the left menu to open a record and center the map around the selected record. The record details from the compact layout will be displayed at the top of the mark. The alert will be shown if you tap an activity without specified geolocation. Tap on the map marker to open a list of related records. Tap to create an activity.","title":"Nearby Accounts","component":"ctmobile-android","version":"","name":"nearby-accounts","url":"/ctmobile-android/knowledge-base/mobile-application/mobile-application-modules/nearby-accounts.html","titles":[{"text":"Requirements","hash":"h2_1037365166","id":1},{"text":"Adding Nearby Accounts to the Menu","hash":"h2_163800537","id":2},{"text":"Working with Nearby Accounts","hash":"h2_511018746","id":3},{"text":"Left Menu","hash":"h3_908267922","id":4},{"text":"Main Screen","hash":"h3_449942769","id":5},{"text":"Available Options","hash":"h3_1243841833","id":6}]},"558":{"id":558,"text":"The Recent Items module displays the list of 20 last viewed records in the application grouped by objects. To add the Recent Items module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Recent Items item. Click Add to close the Add menu item tool. Click Save. The setup is complete.","title":"Recent Items","component":"ctmobile-android","version":"","name":"recent-items","url":"/ctmobile-android/knowledge-base/mobile-application/mobile-application-modules/recent-items.html","titles":[{"text":"Adding Recent Items to the Menu","hash":"h2_1339082221","id":1}]},"559":{"id":559,"text":"The Routes module allows you to build the optimal routes to the activities. Add the Routes module to the app menu. To use Google Maps, specify the Google Maps API key on the CT Mobile Control Panel: General tab. A field to store an address for the Account object should be specified on the CT Mobile Control Panel: General tab. The Activity object should be specified on CT Mobile Control Panel: Calendar tab. Add a field with the Lookup type from the Activity object to the Account object. To add the Routes module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Routes item. Click Add to close the Add menu item tool. Click Save. The setup is complete. Records are grouped in alphabetical order. The available list views: All activities (default list view); List views of each object grouped by the object; All + name of the Activity object for objects without custom list views, e.g., All Events. Based or not on the current location, view the location of the selected record on the map. To build a route: Tap Routes in the main menu. Enable Use current location if the current device location will be included in the route. This option depends on GPS/Wi-Fi. Enable Optimal route to use optimized route logic instead of sequential route logic. This option is only available in Google Maps. Specify whether to get directions on foot or by car. Select the activities from the list. For long-distance activities, a route cannot be built. A route cannot be built for the activities in the exact location, and the points will not be displayed. The route is built.","title":"Routes","component":"ctmobile-android","version":"","name":"routes","url":"/ctmobile-android/knowledge-base/mobile-application/mobile-application-modules/routes.html","titles":[{"text":"Requirements","hash":"h2_1037365166","id":1},{"text":"Adding Routes to the Menu","hash":"h2_724838406","id":2},{"text":"Working with Routes","hash":"h2_70068769","id":3},{"text":"Left Menu","hash":"h3_908267922","id":4},{"text":"Main Screen","hash":"h3_449942769","id":5},{"text":"Available Options","hash":"h3_1243841833","id":6}]},"560":{"id":560,"text":"Errors occur due to violation of the validation rules and sharing rules or due to insufficient profile access. The Errors menu item is intended to manage errors in one place and will be displayed: if the user postponed fixing errors on the record screen. The validation rule is violated on a record, and the user leaves the record screen. The start date of an activity record is later than the end date, and the user leaves the record screen. The required field is blank on a record or within the custom related list, and the user leaves the record screen. if you launched the sync process and sending changes to some records fails due to: Revoked access to some records. Insufficient access to a record or a field of the record, the required field is empty, etc. The list of error records is grouped by the object type. Each error record displays the text of the error. To view a record that was not synchronized and fix the issue, tap the error record. The record layout opens. The Custom Related List tab with an error on the parent record opens. To delete error records from the list: select one or several records and tap the Delete selected button. tap the Delete all button to delete all error records. All the changes made by the user are canceled. The previously synced records will be rollbacked to the state after the last successful synchronization. Unsynchronized records will be deleted.","title":"Errors Screen","component":"ctmobile-android","version":"","name":"errors-screen","url":"/ctmobile-android/knowledge-base/mobile-application/synchronization/errors-screen.html","titles":[{"text":"Actions with Error Records","hash":"h2_647782618","id":1}]},"561":{"id":561,"text":"To run fast synchronization, tap the Sync button in the top right corner of the Home Screen or long tap the Sync button and select Fast synchronization from the picklist. The mixed synchronization will be launched if certain conditions are met. The fast and mixed synchronization processes are not interrupted in case of errors with records. The unsynchronized records containing errors can be synchronized after the errors are corrected. During the fast or mixed synchronization, the application is available for work except for the Applications module. Data changes in the application, such as deletions, insertions, and updates, are sent to Salesforce. The changes in the audit fields of the current user’s record are sent to Salesforce. The clm__LastSyncDate__c field will be updated only if the previous synchronization was successful, but has been interrupted before the field sync date was updated. Records of the custom settings, custom metadata types, offline objects, and objects, which are necessary for activated modules, are downloaded if the value in the SystemModstamp field is a date later than the date of the last successful synchronization and a record matches the conditions set in related list filters. The audit fields of the current user record are updated. The clm__LastSyncDate__c field will be updated only if fast/mixed synchronization was successful or partially successful. This field shows that the actual information is downloaded on the device.","title":"Fast Synchronization","component":"ctmobile-android","version":"","name":"fast-synchronization","url":"/ctmobile-android/knowledge-base/mobile-application/synchronization/fast-synchronization.html","titles":[{"text":"Sync Steps","hash":"h2_266746590","id":1}]},"562":{"id":562,"text":"To run full synchronization, long tap the Sync button in the top right corner of the Home Screen and select Full synchronization from the picklist. The full synchronization is triggered when you run your first synchronization. During the full synchronization except for the first full synchronization, the application is locked. The full synchronization process will be interrupted in case of errors. Data changes in the application such as deletions, insertions, and updates are sent to Salesforce. The step is skipped during the first full synchronization because the database is empty. The changes in the audit fields of the current user record are sent to Salesforce. The change of the clm__LastSyncDate__c field will be updated only if the previous synchronization was successful, but has been interrupted before the field sync date was updated. Metadata components are downloaded. Metadata components are downloaded using valid administrator credentials. The synchronization process can proceed without valid administrator credentials, but validation rules offline reports, and some operators in formulas might not operate properly. The current data model: is created in case of the first full synchronization. is replaced by the newly updated in case of full synchronization. Records of the custom settings, custom metadata types, offline objects, and objects, which are necessary for activated modules, are downloaded if a record matches the conditions set in related list filters. The audit fields of the current user record are updated: The clm__LastSyncDate__c field will be updated only if the first full or full synchronization was successful. This field shows that the actual information is downloaded on the device.","title":"Full Synchronization","component":"ctmobile-android","version":"","name":"full-synchronization","url":"/ctmobile-android/knowledge-base/mobile-application/synchronization/full-synchronization.html","titles":[{"text":"Sync Steps","hash":"h2_266746590","id":1}]},"563":{"id":563,"text":"Synchronization is the process of aligning the CT Mobile data with Salesforce data. The process is divided into several stages and saved on each stage. The interrupted synchronization can be resumed from the last successful stage. The following articles help you to get familiar with the synchronization processes: Fast Synchronization Full Synchronization Validation Rules Errors Screen See also: Synchronization Launch Sync Logs Sync Log","title":"Synchronization","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/mobile-application/synchronization/index.html","titles":[]},"564":{"id":564,"text":"Table of Contents Validation Logic for Records Validation Logic for Custom Related Lists User Permissions Example of a Validation Rule Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save a record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of true or false. Validation rules are retrieved by the CT Mobile app during synchronization as part of the metadata archive and then are applied offline. There are several limitations and conditions for validations applied on mobile devices that consider a correlation between synchronized records and the validation process: Synchronized records cannot be validated before the changes are introduced (on the record layout and custom related list). If changes are made in an already synchronized record, this record becomes unsynced. The following logic is applied for Activity records that were created in the Calendar or Nearby Accounts modules. The Start/Finish functionality and Lock/Unlock Record must be disabled. After you create a record and open its layout (an unsynchronized record), the validation is performed on records of all tabs and custom related lists. When a synchronized record is changed, for example, a user changes one of the field values, all tabs will be validated, but records of custom related lists are not affected. For the Activity records with the Start/Finish functionality and Lock/Unlock Record: Additional validation is performed for the Start Date/End Date fields. If you attempt to leave the unfinished Activity record, the system will prompt a message: “You must finish the activity before leaving the record”. Validation for these Activity records is not prompted until the Activity record is started, even if the record is not synchronized. If a record is created or changed on a custom related list, the parent record layout will not be validated. Validation is performed on the Activity record and records of custom related lists when you tap the Finish button on the Activity record. If an error occurs during validation, the system displays a warning message: \"Something went wrong on the tab(s): (tab name). Do you want to leave the record or fix it now?\" After confirming, the layout or the first custom related list with errors opens. If you tap the Finish button on the Activity record the system validates the activity and its custom related list. The following principles are applied: All unsynced records are validated when you close the custom related list. Validation is performed only on a particular created or changed record in a custom related list. The new records creation is allowed even if the validation error occurs on a custom related list. Errors that occur on a record of custom related lists are displayed in a separate section on the Errors screen. The mobile user should have the following permissions: All fields that are listed in validation rules must be available for editing for a mobile device user, otherwise, they won’t be able to correct the value that might be causing validation error. If a formula field is applied for validation, the data that is used for the formula must also be accessible for editing by a mobile user and loaded to the device for offline mode usage. For example, if the formula references another object. If a formula field in the validation rule is set to perform a comparison of record ID fields with other values specified in the formula the second value must contain the same amount of characters as the first one, i.e. the right and the left parts of the comparison must match. For example, the ID field is compared to a specified ID number or another ID field. For example, for a Pharma Activity record the following rule is set: Please, use only 18-character ID fields in validation rules. AND($User.Id = '005b1230000000bKWH',TEXT(Status__c)='Cancelled')","title":"Validation Rules","component":"ctmobile-android","version":"","name":"validation","url":"/ctmobile-android/knowledge-base/mobile-application/synchronization/validation.html","titles":[{"text":"Validation Logic for Records","hash":"h2_1260268493","id":1},{"text":"Validation Logic for Custom Related Lists","hash":"h2_383652875","id":2},{"text":"User Permissions","hash":"h2_549128247","id":3},{"text":"Example of a Validation Rule","hash":"h2_1647137905","id":4}]},"565":{"id":565,"text":"Table of Contents Administrator Credentials Reset Settings Reset the CT Mobile Settings to default Download metadata archive Refresh metadata archive Remove metadata archive from the server Additional Settings New Settings Only Cloud Token Content Restore Production ID The Tools tab is intended to set up the security parameters for the proper operation of the CT Mobile app. Since CT Mobile package version 3.54, the administrator credentials are not used. We strongly recommend that you read the changes in the CT Mobile Managed Package Update to v. 3.54 article. The interface may vary according to the CT Mobile package version and environments. The current interface is related to the production environment. For users of CT Mobile package version below 3.54. Specify the Login, Password, and Token fields. Please refer to the Security Token article for additional information. CT Mobile receives metadata components within a ZIP archive. Administrator credentials should be valid to retrieve metadata components from ZIP-archive. If the mobile user is the administrator, all data and metadata will be downloaded directly. The synchronization process can proceed without using administrator credentials and ZIP-archive with metadata components. In that case, some functionality, for example, validation rules, will not operate properly. The Administrator profile must have the Modify All and Modify Metadata Through Metadata API Functions permission, the assigned CT Mobile Administrator permission set, and access to all fields and objects. It is highly recommended to set up a separate Administrator account that would not be used elsewhere by anyone else. This will help to avoid account lock-out in the future. It is recommended to turn off password expiration for the Administrator profile, go to Setup → Users → Profiles → select the required profile → Administrative Permissions → set a flag next to Password Never Expires. Administrator credentials are stored encrypted in Salesforce. The downloading of metadata during the synchronization process includes the following steps: User authorization, uploading the general settings. The Modify All permission verification. If the user has the Modify All permission, all further requests are made on behalf of this user. Otherwise, the system proceeds to the steps described below. If ZIP-archive with metadata components has been generated, the application downloads it. Otherwise, the system proceeds to the next step. Requesting the encrypted administrator credentials. Receiving the encrypted administrator credentials. The system attempts to decrypt credentials and log in. If the authorization is successful, the system sends requests for validation rules metadata and UserRole guide data. After that, the session completes, and all further requests are sent on behalf of the current user. Settings can be reset to those configured when the CT Mobile package was installed for the first time. This action is irreversible. Use the Download metadata archive button to download the metadata archive on the device. It can be useful for QA support in case of any issues with CT Mobile. Use the Refresh metadata archive button to refresh the metadata archive instead of the manual metadata archive collecting. This button is displayed only for users with the Modify All permission or who have been assigned the CT Mobile Administrator permission set. Use the Remove metadata archive from the server button to remove the metadata archive from the server. This option is useful for QA purposes. Click four times on the Administrator Credentials inscription to display the hidden setting. When enabling the setting: Records of Menu Settings and Offline Objects and Related List Filters corresponding to the CTM Settings records will be deleted and will not be created when new settings are saved in the CT Mobile Control Panel. The CTM Settings record with the Offline Object record type and the New Settings Only value in the Description field is created. The Refresh CTM Settings button will be hidden after the page is refreshed. When turning off the setting: Records of Menu Settings and Offline Objects and Related List Filters are created based on the CTM Settings records. New settings in the CT Mobile Control Panel will be saved as CTM Settings and corresponding custom parameter records. The CTM Settings record with the Offline Object record type and the New Settings Only value in the Description field will be deleted. On CTM Settings records, the External Id field will be filled in. The Refresh CTM Settings button will be available after refreshing the page. To use cloud token, check remote site settings. Click Show to view the cloud token value. Click the Refresh button to update a cloud token. The cloud token update is necessary in case of a cloned sandbox. Also, the corresponding record should be activated again in Remote Site Settings. When the current token is changed, the previous one is stored in the Cloud-token-history document in the CT СLM folder. To view the history of token modifications, switch to Salesforce Classic, then go to the Documents → CT CLM → open the cloud-token-history document. Cloud token: is a password, which encrypts a data dump before sending it to the support via e-mail or to Salesforce, depending on settings in CT Mobile Control Panel: General. is a part of the salt key that is used for encrypting administrator credentials. is used when sending requests to external CT CLM services, such as: creating and updating slides in the Application Editor, including PowerPoint and PDF files converting. the Plain Applications Editor, including PowerPoint files converting. Available only in the Sandbox environments. This option helps you keep data consistent and make CLM presentations on the Customertimes server available to your Sandbox environment. All slide screenshots, attachments, and sources of CLM presentations available in your Production org are stored on the Customertimes server in the folder named the Org ID of this Production org. When you created the Sandbox, enter the Org ID of the Production org and click Copy to copy all sources of all active CLM presentations from this folder to the folder named the Org ID of the Sandbox environment. CLM presentations will be available for the Remote Detailing and Self Detailing meetings launched from the Sandbox environment.","title":"CT Mobile Control Panel: Tools","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-tools/index.html","titles":[{"text":"Administrator Credentials","hash":"h2_203730205","id":1},{"text":"Reset Settings","hash":"h2_1555872262","id":2},{"text":"Reset the CT Mobile Settings to default","hash":"h3_89412886","id":3},{"text":"Download metadata archive","hash":"h3_847464003","id":4},{"text":"Refresh metadata archive","hash":"h3_1003786176","id":5},{"text":"Remove metadata archive from the server","hash":"h3_1380764274","id":6},{"text":"Additional Settings","hash":"h2_682569336","id":7},{"text":"New Settings Only","hash":"h3_840249901","id":8},{"text":"Cloud Token","hash":"h3_2011978","id":9},{"text":"Content Restore","hash":"h2_682665167","id":10},{"text":"Production ID","hash":"h3_964087610","id":11}]},"566":{"id":566,"text":"For users of CT Mobile package version below 3.54. When you access Salesforce from an IP address that’s outside your company’s trusted IP range using a desktop client or the API, you need a security token to log in. A security token is a case-sensitive alphanumeric code that you append to your password or enter in a separate field in a client application. In case the security token is expired, some application functionality may be unavailable. The log will contain the following message: «Administrator credentials are not valid. Validation rules and dashboards may work not properly in offline mode». To update the security token: Go to Setup → Users → Profiles and click the profile of your org administrator. Look for the Login IP Ranges section and back up all the settings for further use. Delete all the settings from the Login IP Ranges section. Go to Profile Settings. In the Reset My Security Token section, click Reset Security Token to send the new security token to your email address. Go to the CT Mobile Control Panel: Tools tab. Insert your new security token in the Token field. Click Save. Go to Setup → Users → Profiles and click the profile of your org administrator. In the Login IP Ranges section, restore all the settings. The security token is updated, and the application is ready for use. Run the full synchronization of the mobile app to apply the changes.","title":"Security Token","component":"ctmobile-android","version":"","name":"security-token","url":"/ctmobile-android/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-tools/security-token.html","titles":[{"text":"Updating Security Token","hash":"h2_597823325","id":1}]},"567":{"id":567,"text":"The User object is a standard Salesforce object. Object API name: User The changes in the following fields of the current user’s record are sent to Salesforce and on the mobile device during each synchronization. The current user’s profile should have permission to edit the fields in the table below. Field API Name Type Description Device Model clm__DeviceModel__c Text(255) Not in use. Device Token clm__DeviceToken__c Text(255) The unique identifier of the current user’s mobile device. According to that value, Salesforce defines the user device to send push notifications. If you authorize with the same credentials on several devices (but no more than 5), the field will contain the token of the last device on which you synchronized. Last Sync Date clm__LastSyncDate__c Date/time The date and time of any last successful synchronization. Mobile MAC clm__MobileMAC__c Text(255) Not in use. Mobile Version clm__MobileVersion__c Text(255) The version of the CT Mobile app on the current user’s mobile device. Operation System clm__DeviceOSVersion__c Text(255) The version of the OS of the current user’s mobile device.","title":"User","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/ct-presenter/clm-scheme/clm-user/index.html","titles":[]},"568":{"id":568,"text":"These permissions should be defined for all the fields (with clm prefix) of objects from the tables below. Object API Name Create Read Edit Delete Application clm__Application__c + Application Stats clm__ApplicationStats__c + + + Custom Scenario clm__CustomScenario__c + + + + Placeholder clm__Placeholder__c Slide clm__Slide__c + Sync Log clm__SyncLog__c + + + Template clm__Template__c Widget clm__Widget__c Object API Name Create Read Edit Delete Application clm__Application__c + + + + Application Stats clm__ApplicationStats__c + + + Custom Scenario clm__CustomScenario__c + + + + Placeholder clm__Placeholder__c + + + + Slide clm__Slide__c + + + + Sync Log clm__SyncLog__c + + + Template clm__Template__c + + + + Widget clm__Widget__c + + + +","title":"User Permissions","component":"ctmobile-android","version":"","name":"user-permissions","url":"/ctmobile-android/knowledge-base/ct-presenter/clm-scheme/clm-user/user-permissions.html","titles":[{"text":"Representative","hash":"h2_539802811","id":1},{"text":"Product Manager / Creative Agency","hash":"_product_manager_creative_agency","id":2}]},"569":{"id":569,"text":"The method of JS Bridge functionality is intended to enable the device camera. Use the ctm.getFile method to attach a photo to a record. ctm.photo(handler) Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.photo(handler) ctm.photo( function(response){ console.log('Result', response); }) The result: { \"response\": \"/private/var/mobile/Containers/Data/Application/6404F6A1-0A03-434A-A1C9-CB189141BC45/tmp/photo (Monday, 15 July 2019 at 15:11:55 Moscow Standard Time).png\" }","title":"ctm.photo","component":"ctmobile-android","version":"","name":"ctm-photo","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/methods-for-accessing-external-functionality/ctm-photo.html","titles":[{"text":"Query format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"570":{"id":570,"text":"The following methods are used to access external functionality within CLM presentations. ctm.photo","title":"Methods for Accessing External Functionality","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/methods-for-accessing-external-functionality/index.html","titles":[]},"571":{"id":571,"text":"The method of the JS Bridge functionality is intended to add a dislike to the current slide. Likes are stored in the record of the Application Stats object. ctm.dislike() Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.dislike() ctm.dislike( function(response){ console.log('Result', response); }) The results: { \"success\": true\" }","title":"ctm.dislike","component":"ctmobile-android","version":"","name":"ctm-dislike","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/methods-for-clm-presentation-control/ctm-dislike.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"572":{"id":572,"text":"The method of the JS Bridge functionality is intended to add a like to the current slide. Likes are stored in the record of the Application Stats object. ctm.like() Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.like() ctm.like( function(response){ console.log('Result', response); }) The results: { \"success\": true\" }","title":"ctm.like","component":"ctmobile-android","version":"","name":"ctm-like","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/methods-for-clm-presentation-control/ctm-like.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"573":{"id":573,"text":"The following methods are used to manage actions within CLM presentations. ctm.like ctm.dislike","title":"Methods for CLM Presentation Control","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/methods-for-clm-presentation-control/index.html","titles":[]},"574":{"id":574,"text":"If the CLM presentation is launched on the Activity record, it is possible to display values from the records related to the Activity record. You can create, insert, update, or delete CRM data. The common use cases: CLM presentation personalization. Create Activity Data for Order Taking or Stock-Taking. Create contacts on a slide. Displaying of required data using markers in the {!Object.Field} format. The label markups should be in the {!CTPHARMA__Activity__c.Id} format. The following label must be placed in the slide markup, and the JavaScript file connected to the slide had to refer to that variable. For example, use the ctm.query method on the slide markup to display the record of the parent object: ctm.query(\"SELECT id FROM Account WHERE id IN (SELECT AccountId__c FROM Activity__c WHERE id = '{!Activity__c.Id}'\") Or you can display child records of the Activity record: ctm.query(\"SELECT id FROM CTPHARMA__ActivityData__c WHERE CTPHARMA__ActivityId__c = '{!CTPHARMA__Activity__c.Id}'\")","title":"CRM Data Display","component":"ctmobile-android","version":"","name":"crm-data-display","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/crm-data-display.html","titles":[]},"575":{"id":575,"text":"The method of JS Bridge functionality is intended to bulk create records of offline objects: the user profile should have permission to create records of the required object; permission to create the required offline object is allowed. ctm.create([SObject], handler) SObject is the JS object that indicates the API name of the offline object and a list of fields with values. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.create([{\"SObject\": \"Account\", \"Name\": \"Google, Inc\"}]) var sObjArray = []; var sObj = { SObject: \"Account\", Name: \"Test Account\", Phone: \"123-45-67\", Type: \"Prospect\" }; sObjArray.push(sObj); ctm.create(sObjArray, function(createResponse){ console.log('New record Id', createResponse.result[0].Id); }) var createString = '[{\"SObject\":\"Account\", \"Name\":\"Test Account\"}, {\"SObject\":\"Account\", \"Name\":\"Sample Account\"}]'; var createObject = JSON.parse(createString); ctm.create(createObject, function(response){ console.log('Create result', response); }) The result: { \"result\": [ { \"Id\": \"DSFS-2342-TYRE-ADSFBA374Q8RQ8\", \"Name\": \"Google, Inc\" } ], \"success\": true, }","title":"ctm.create","component":"ctmobile-android","version":"","name":"ctm-create","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-create.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"576":{"id":576,"text":"The method of the JS Bridge functionality is intended to bulk delete fields of records of offline objects: the user profile should have permission to delete records of the required object. permission to delete the required offline object is allowed. ctm.delete([SObject], handler) SObject is the JS object that indicates the API name of the offline object and the ID of the record to delete. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.delete([{\"SObject\": \"Account\", \"Id\":\"a0y1w000000Ck4x\"}]) var deleteString = '[{\"SObject\":\"Account\", \"Id\": \"DSFS-2342-TYRE-ADSFBA374Q8RQ8\"}]'; var deleteObject = JSON.parse(deleteString); ctm.delete(deleteObject, function(response){ console.log('Delete result', response); }) The result: { \"result\": [ { \"Id\": \"a0y1w000000Ck4x\" } ], \"success\": true, }","title":"ctm.delete","component":"ctmobile-android","version":"","name":"ctm-delete","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-delete.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"577":{"id":577,"text":"The method of JS Bridge functionality is intended to make requests to data tables and receive records by criteria. ctm.query(string,handler) The string is the required SOQL query. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.query('SELECT Id, Name FROM Account WHERE Name = \"Google, Inc\"') ctm.query(query, function(response){ console.log('Query result', response); }) The result: { \"result\": [ { \"Id\": \"2233445566\", \"Name\": \"Sample Account\" }, ], \"success\": true, \"rows\": 1 }","title":"ctm.query","component":"ctmobile-android","version":"","name":"ctm-query","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-query.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"578":{"id":578,"text":"The method of JS Bridge functionality is intended to launch the fast or mixed synchronization without the CLM presentation interruption. ctm.sync(handler) Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.sync(handler) ctm.sync( function(response){ console.log('Result', response); }) The result: { \"success\": true, }","title":"ctm.sync","component":"ctmobile-android","version":"","name":"ctm-sync","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-sync.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"579":{"id":579,"text":"The method of JS Bridge functionality is intended to bulk edit fields of offline objects if the current user has permission to edit records of the appropriate object and access to fields of that object. ctm.update([SObject], handler) SObject is the JS object that indicates the API name of the offline object, the ID of the record to update, and a list of fields with values. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.update([{\"SObject\": \"Account\", \"Id\":\"0011w00000VFNzC\", \"Name\": \"IBM\"}]) var updateString = '[{\"SObject\":\"Account\", , \"Id\": \"DSFS-2342-TYRE-ADSFBA374Q8RQ8\", \"Name\":\"Test Account\"}]'; var updateObject = JSON.parse(updateString); ctm.update(updateObject, function(response){ console.log('Update result', response); }) The result: { \"result\": [ { \"Id\": \"0011w00000VFNzC\", \"Name\": \"IBM\" } ], \"success\": true, }","title":"ctm.update","component":"ctmobile-android","version":"","name":"ctm-update","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-update.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_441581376","id":2}]},"580":{"id":580,"text":"The following methods are used to interact with CRM data within CLM presentations. CRM Data Display Opening Attached Files ctm.query ctm.create ctm.update ctm.delete ctm.sync","title":"Methods for Interaction with CRM Data","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/index.html","titles":[]},"581":{"id":581,"text":"The CT Mobile app allows opening the attached files in a native window. The opened files may be sent to an email address. To open the PDF file, for example,filename.pdf from attachments of the CLM presentation: Link to file To open a file from the sources.zip with the filename name: window.open(filename) To open any file from the sources.zip, use the following according to the path: src=\"file.pdf\" src=\"folder/image.png\" Also, it is possible to launch the script from the sources.zip using the path to it: It is possible to open files that are locally stored in the Libraries module. The file name should be written without spaces. Opens the file from the Libraries module with the 15Mb.mp4 file name: Open file from Libraries","title":"Opening Attached Files","component":"ctmobile-android","version":"","name":"opening-attached-files","url":"/ctmobile-android/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/opening-attached-files.html","titles":[]},"582":{"id":582,"text":"Use gestures on slides of the launched CLM presentation in the Application module, on the mobile layout, and Home Screen. Double-finger swipe left and right The default gesture is to switch slides. You can use one-finger swiping by specifying it in the Swipe gesture type attribute for a CLM presentation record. A one-finger swipe for slides may interfere with embedded interactions in the slides. Double-finger swipe up and down Like or dislike the current slide. This gesture will not affect the display of the slide. Double-tap the right or left side of the screen Display the action menu with available options. To hide the action menu, double tap on it. For design considerations: the bottom navigation bar has a 120 px width. Double-tap on the bottom of the screen Display the navigation bar for rapid switching between the slides. Tap a slide to open it. To hide the navigation bar, double tap on it. If there are several branches in the CLM presentation, only slides of the selected branch are displayed. The bottom navigation bar has a 120 px height. It is possible to preview the slides in it with resolutions 100×75 px.","title":"Gestures in CLM Presentations","component":"ctmobile-android","version":"","name":"gestures-in-clm-presentations","url":"/ctmobile-android/knowledge-base/mobile-application/mobile-application-modules/applications/gestures-in-clm-presentations.html","titles":[]},"583":{"id":583,"text":"The Application module is intended to store and display CLM presentations and custom scenarios. You can add CLM presentations to the mobile layout and manage CLM presentations by the control buttons, gestures, or JS methods and links on the slides. For each CLM presentation, it is possible to set up statistical data to collect. The profile must be granted access to Application, Slide, Custom Scenario, and Application Stats objects for the correct functioning. To add the Applications module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Applications item. Click Add to close the Add menu item tool. Click Save. The setup is complete.","title":"Applications","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/mobile-application/mobile-application-modules/applications/index.html","titles":[{"text":"Add Applications to the Menu","hash":"h2_1510760474","id":1}]},"584":{"id":584,"text":"Table of Contents Calendar Interface Left menu Main screen Adding Calendar to the Menu Configuring the Calendar The Calendar module allows you to create and manage multiple activity objects, viz. Activity, Task, and Event. Configure the Calendar view and apply custom color settings to different activity types. To learn how to work with the Calendar module, go to the Using Calendar article. The calendar includes two main sections. Select the appropriate list view with accounts, contacts/references, or the hierarchical view. If the Reference object is not selected in the Reference Object API Name field, records of the Contact object will be displayed in the Calendar left menu. Otherwise, records of the Reference object are displayed. Drag-and-drop one or several records simultaneously from the left menu to plan new activities. If configured, fill in the required fields in the mini layout. The title of the activity in the calendar grid is the value of the first field in the compact layout, and the subtitle is the value of the second field in the compact layout. To add the Calendar module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Calendar item. Click Add to close the Add menu item tool. Click Save. The setup is complete. To configure Calendar: Go to CT Mobile Control Panel: Calendar tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Turn on the Enable Activity Planning. Customize the calendar and specify Activity objects. Click Save. The setup is complete.","title":"Calendar","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/mobile-application/mobile-application-modules/calendar/index.html","titles":[{"text":"Calendar Interface","hash":"h2_88456521","id":1},{"text":"Left menu","hash":"h3_645629234","id":2},{"text":"Main screen","hash":"h3_194347409","id":3},{"text":"Adding Calendar to the Menu","hash":"h2_447958262","id":4},{"text":"Configuring the Calendar","hash":"h2_648338572","id":5}]},"585":{"id":585,"text":"Table of Contents Permissions Activity Management Actions with Activities Long tap on the calendar area A single tap on activity on the calendar grid A single swipe on the calendar grid Double-tap an activity on the calendar grid Double-tap a day in the monthly view Tap a blank space on the calendar grid in the weekly or monthly view Add the Calendar module to the CT Mobile main menu, configure the calendar in CT Mobile Control Panel: Calendar, and optionally set up custom color settings to display activities on the calendar grid. The mobile user can create, update, and delete records if the permissions are granted. The object’s permissions specified on the CT Mobile Control Panel: Offline Objects cannot be over the profile’s permissions for objects. Manage activities using the following gestures and taps: Create a new activity. Display information on activity from the activity compact layout. You can also open the activity’s layout or delete it. Navigation between days, weeks, or months depending on the current view. Open the activity record. Switching to the daily view of the activities planned for the selected date. Switching to a daily view on the selected day.","title":"Using Calendar","component":"ctmobile-android","version":"","name":"using-calendar","url":"/ctmobile-android/knowledge-base/mobile-application/mobile-application-modules/calendar/using-calendar.html","titles":[{"text":"Permissions","hash":"h2_1375710402","id":1},{"text":"Activity Management","hash":"h2_1865396414","id":2},{"text":"Actions with Activities","hash":"h3_1494438992","id":3},{"text":"Long tap on the calendar area","hash":"h3_174620098","id":4},{"text":"A single tap on activity on the calendar grid","hash":"h3_728275033","id":5},{"text":"A single swipe on the calendar grid","hash":"h3_224952428","id":6},{"text":"Double-tap an activity on the calendar grid","hash":"h3_2129492906","id":7},{"text":"Double-tap a day in the monthly view","hash":"h3_1292043657","id":8},{"text":"Tap a blank space on the calendar grid in the weekly or monthly view","hash":"h3_1050224146","id":9}]},"586":{"id":586,"text":"Table of Contents Add Opportunity to the Menu Set Up Criteria to Download Records Supported Special Logic for Objects and Fields Specify Forecast Category and Probability for Opportunity Аctivate the Opportunity module and, optionally, specify criteria for the records that should be available in the CT Mobile app. To add the Opportunity module to the menu and support the custom synchronization and logic: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Using drag-and-drop add Opportunity from the Available list to the Selected list. Click Save. The setup is complete. By default, all active records of Opportunity Product,Price Book, and Price Book Entry will be downloaded. Add criteria to download the desired records of the Opportunity and related objects: Go to CT Mobile Control Panel: Offline Objects. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Using drag-and-drop add the required object from the Available list to the Selected list. Opportunity Opportunity Product Price Book Price Book Entry Specify SOQL filter to download only matched records. Click Save. The setup is complete. There is a list of the object and fields to which the special logic of the Opportunity module is applied. For more information, go to Working with Opportunities. Opportunity Stage Probability Forecast Category Amount Expected Revenue. Opportunity Line Item Salesforce Product; Price Book Entry; List Price. Business purposes divide the opportunity flow into several stages and specify Forecast Category and Probability per each stage. The Stage field of the Opportunity object controls the Probability and Forecast Category fields. Types of the Stage picklist values control available values in the Forecast Category field. To customize the desired Stage picklist values: Go to Setup → Object Manager → Opportunity → Fileds & Relationships → Stage. In the Opportunity Stage Picklist Values section, click New to add a stage or Edit next to the desired stage to change it. Click Save. The setup is complete.","title":"Adding Opportunities to the CT Mobile app","component":"ctmobile-android","version":"","name":"adding-opportunities-to-the-ct-mobile-app","url":"/ctmobile-android/knowledge-base/mobile-application/mobile-application-modules/opportunities/adding-opportunities-to-the-ct-mobile-app.html","titles":[{"text":"Add Opportunity to the Menu","hash":"h2_513015429","id":1},{"text":"Set Up Criteria to Download Records","hash":"h2_517188298","id":2},{"text":"Supported Special Logic for Objects and Fields","hash":"h2_2011270596","id":3},{"text":"Specify Forecast Category and Probability for Opportunity","hash":"h3_404689442","id":4}]},"587":{"id":587,"text":"Opportunity is the standard Salesforce functionality to track and manage potential deals. Opportunities Object Model Adding Opportunities to the CT Mobile app Working with Opportunities","title":"Opportunities","component":"ctmobile-android","version":"","name":"index","url":"/ctmobile-android/knowledge-base/mobile-application/mobile-application-modules/opportunities/index.html","titles":[]},"588":{"id":588,"text":"The object model consists of several standard objects. To work with Opportunities, a mobile user should have permission to read and edit Opportunity fields and related objects. Object API Name Description Opportunity Opportunity Represents a sale or pending deal. Opportunity Product OpportunityLineItem Represents a product associated with an opportunity. Price Book Pricebook2 Represents a price book that contains the list of products that your org sells. Price Book Entry PricebookEntry Represents a product in a price book. It is an association between Price Book and Product. Product Product2 Represents a product that your org sells. Click to view the description of the desired object fields: Opportunity Opportunity Product Price Book, Price Book Entry, Product","title":"Opportunities Object Model","component":"ctmobile-android","version":"","name":"opportunities-object-model","url":"/ctmobile-android/knowledge-base/mobile-application/mobile-application-modules/opportunities/opportunities-object-model.html","titles":[]},"589":{"id":589,"text":"Table of Contents Best Practice Working with Opportunities in the CT Mobile app Multi-Currency Support Forecast Category and Probability Create an Opportunity and add Opportunity Products Calculate Amount and Expected Revenue Available options depend on the settings for the Opportunity module. In this article, we share with you the best practices and specific features. We recommend: create the custom related list and customize its columns to display Opportunity Products with all required information in the Opportunity module. customize mini layouts with desired fields to create Opportunity Products more conveniently. add the Currency ISO Code field on the Opportunity page layout when using multi-currencies. To create an Opportunity record, a user should have permission to create records. In the case of multi-currency support, all objects will have the Currency ISO Code field to select the required currency. If a user changes the currency for Opportunity, all added Opportunity Products will be removed. The user works only with those price books and products that have the same currency. Business purposes divide the opportunity flow into several stages with a given Forecast Category and Probability for each stage. When a user changes the Stage for Opportunity, the appropriate values of Forecast Category and Probability are set. The user can manually fill out the Probability field from 0 to 100. To create an Opportunity and add Opportunity Products: Tap the Opportunities menu item and tap the desired Opportunity record or create a new one if enabled. Go to the tab with the custom related list of Opportunity Products and perform one of the following: Tap the Plus button and manually add the desired products. A price book will be automatically filled out when a user adds a product. Tap the Plus button and, if configured, select the desired price book to it using a mini layout. Then, add a product from the selected price book. Repeat step 3 to add other products. The products are added. A user can select only products available to Opportunity and with the same currency as for it. When a user selects the price book for Opportunity, all products may be added only from the selected price book. To change the price book, delete all added products and then add new ones from the desired price book. When a product has been added, the Sales Price field of the Opportunity Product record is automatically filled out but the mobile user can edit it. When the Opportunity Product records have been synchronized, they cannot be edited despite the user and object permissions. The Amount field of Opportunity may be edited when there are no related Opportunity Products records. Otherwise, its value will be the sum of the values from the Total Price field of the Opportunity Products records. Also, the value will be recalculated each time a user creates, edits, or removes the Opportunity Products records. The Expected Revenue field has the formula type and will be recalculated each time when a value is changed in the Amount or Probability field.","title":"Working with Opportunities","component":"ctmobile-android","version":"","name":"working-with-opportunities","url":"/ctmobile-android/knowledge-base/mobile-application/mobile-application-modules/opportunities/working-with-opportunities.html","titles":[{"text":"Best Practice","hash":"h2_1058527485","id":1},{"text":"Working with Opportunities in the CT Mobile app","hash":"h2_1745858670","id":2},{"text":"Multi-Currency Support","hash":"h3_1187857038","id":3},{"text":"Forecast Category and Probability","hash":"h3_1490877833","id":4},{"text":"Create an Opportunity and add Opportunity Products","hash":"h3_1947985277","id":5},{"text":"Important Notes","hash":"h4_868831931","id":6},{"text":"Calculate Amount and Expected Revenue","hash":"h3_284876274","id":7}]},"590":{"id":590,"text":"The CT Mobile app is in English by default and can be translated. The app language affects: Home Screen, Application Settings Screen, and modules UI elements buttons. Use Translation Workbench to maintain translated values for metadata and data labels in your Salesforce org, for example, to translate fields, objects, related lists, etc. If the translation is absent, the label will be displayed. To add a translation, contact the Customertimes team. The list of available languages: English Chinese (simplified) Chinese (traditional) French German Hebrew Italian Norwegian Bokmål Portuguese Russian Spanish Turkish Ukrainian To display CT Mobile in the selected language: Select the language on the device. Swipe up on the home screen to access your apps → tap Settings → General Management/My device → Language and Input → Language → Tap Add a language and choose the language that you want to use → Drag the language up to the top of the list → tap Done. On the Salesforce side, select the language on the User record: click View Profile in the upper right corner → Settings → My Personal Information → Language & Time Zone → specify the Language field. Tap the Full Synchronization button to launch mixed synchronization. The CT Mobile app is displayed in the selected language. To rename newly added custom fields, buttons, validation error messages, etc, use Translation Workbench.","title":"Application Language","component":"ctmobile-android-2-0","version":"","name":"application-language","url":"/ctmobile-android-2-0/ct-mobile-solution/application-language.html","titles":[{"text":"Supported Languages","hash":"h2_322144364","id":1},{"text":"Select a Language","hash":"h2_2019548283","id":2}]},"591":{"id":591,"text":"Table of Contents CT Mobile Description Deployment Steps CT Mobile Package Installation CT Mobile Package Description Integration of CT Mobile with the Target System CT Mobile Solution Configuration CT Mobile App Installation CT Mobile app description Logging in to the CT Mobile app Synchronization in the CT Mobile app CT Mobile is provided as two connected components: The managed package is available on Salesforce’s AppExchange platform. The native CT Mobile app. The core of the CT Mobile app is designed to ensure offline operation for most of the standard and custom objects. The additional modules enhance the functionality. The set of available modules differs depending on the device platform and the CT Mobile app version. AWS for the CT Presenter functionality. Not in use for CT Mobile Android 2.0 app. CT Mobile deployment is performed in the following order: Install the CT Mobile package in your Salesforce organization. Integrate the CT Mobile package with the target system. Configure the CT Mobile solution. Install the CT Mobile app on your mobile device. Log in to the CT Mobile app and perform the first synchronization. Set up desired integrations, for example, with CT Orders, CT Sign, CG Cloud, etc. To find out more about integrations, go to Other modules availability and Integrations. Available for the following Salesforce editions: Enterprise, Unlimited, Force.com, Developer, Performance. CT Mobile is an add-on to Salesforce that is provided as an Appexchange ISV product and allows users to work with Salesforce offline. Follow the guide to install the CT Mobile package. After installation, it is necessary to set up remote site settings. UI Tools CT Mobile Control Panel is a tool to provide a clear and convenient UI for CT Mobile settings. It is based on Angular and REST API. Geolocation Center is the core functionality to work with geolocation data. The administrator can view account geolocation, activity geolocation, and activity record details, and geo-trace mobile users in real-time in Salesforce. Notification Center is the core functionality for personal or mass sending PUSH messages to mobile users. Salesforce Metadata Salesforce metadata is responsible for the correct operation of CT Mobile workflows, lookup filters, and dashboards in offline mode. The CT Mobile app requests metadata using the Metadata API and other APIs with valid administrator credentials. Mobile App Settings Custom settings and custom metadata types are used to store profile and list type settings for CT Mobile app customization specified on the tabs of the CT Mobile Control Panel. Components Apex classes and triggers are used for managing CLM presentations and the content publishing routine. Visualforce and Lightning components for UI Tools. Custom labels to provide multilingual support. The CT Mobile app is a solution that allows users to operate with the target system data in offline mode. The target system is a client Salesforce organization with the installed CT CPG or CT Pharma package. To create a relationship between CT Mobile package components and a client system: Fill out the Product Object API Name and Reference Object API Name fields on CT Mobile Control Panel: General. A field with the lookup type for the Activity object will be automatically created for each Activity object specified on the CT Mobile Control Panel: Calendar. We kindly ask you to perform all customization via CT Mobile Control Panel and set up a separate profile for a user who configures the system. The user should have the Modify All Data and Modify Metadata Through Metadata API Functions permission and access to all fields and objects. Assign the CT Mobile Administrator_ permission set that contains all required permissions listed above and access to all required Apex classes for the correct operation of the CT Mobile package and CT Mobile app. Assign the CT Mobile User permission set to all profiles of users who will work with the CT Mobile app. The CT Mobile solution provides offline record management and customized screen forms for the CT Mobile app to simplify and upscale the field sales force teams' work. In your Salesforce organization: customize the Home Screen add objects and modules to the main menu specify available offline objects, custom related lists, SOQL filters, lookup filters, and actions Person Accounts are supported. specify screen forms, such as compact layouts, mini layouts, mobile layouts, and custom color settings configure CT Mobile Replication Before installation, read the technical requirements. To install the CT Mobile app, go to the article. Contact the Customertimes team if you want to use the custom CT Mobile build. The core version consists of all main functionality and a set of modules interacting with each other via the application interface. Core and Modules Go to CT Mobile OS Comparison to view the core functionalities and learn about the difference between the CT Mobile app on iOS, Windows, or Android devices. Specify the logging level for saving sync logs of the CT Mobile app which can be useful for the Customertimes Support team in case of issues with the mobile app. Application Settings are intended to manage additional functions and control individual options. Customization It is possible to implement a custom process with a code in the CT Mobile app. For Enterprise clients, the following options are available. The customization impacts the maintainability and evolution of the solution. changing the code of the existing core functionalities or any modules, provided in a standard CT Mobile package; implementing new functionalities and modules. The custom builds can be released as public or corporate applications. Log in to the CT Mobile app using your Salesforce credentials to a production environment, sandbox instance, or custom domain. For the full functionality of CT Mobile on devices, it is necessary to allow CT Mobile access to certain data, e.g., geolocation data or access to the device gallery. To learn more about the sync process and sync modes, read the synchronization articles. After the first logging in, perform the first synchronization to download all data and metadata to the mobile device. The exchange of data between the CT Mobile app and Salesforce servers is performed via Salesforce API with no intermediate proxies or infrastructure. All data exchange is performed via 256-bit SSL connect, TLS1.2 All uploaded data is stored in separate temporary storage. The current database will be replaced after the synchronization is complete to avoid data discard if synchronization is interrupted.","title":"CT Mobile Description and Deployment","component":"ctmobile-android-2-0","version":"","name":"ct-mobile-description-and-deployment","url":"/ctmobile-android-2-0/ct-mobile-solution/ct-mobile-description-and-deployment.html","titles":[{"text":"CT Mobile Description","hash":"h2_1981964373","id":1},{"text":"Deployment Steps","hash":"h2_426184834","id":2},{"text":"CT Mobile Package Installation","hash":"h2_1760736937","id":3},{"text":"CT Mobile Package Description","hash":"h3_273727017","id":4},{"text":"Integration of CT Mobile with the Target System","hash":"h2_720612721","id":5},{"text":"CT Mobile Solution Configuration","hash":"h2_1575473858","id":6},{"text":"CT Mobile App Installation","hash":"h2_501372078","id":7},{"text":"CT Mobile app description","hash":"h3_2054069844","id":8},{"text":"Logging in to the CT Mobile app","hash":"h2_586849428","id":9},{"text":"Synchronization in the CT Mobile app","hash":"h2_1500017970","id":10}]},"592":{"id":592,"text":"Table of Contents Core functionality Authentication Synchronization Encryption Salesforce Metadata CTM Settings Monitoring and Logs Push Messaging CT Mobile Workflow Other Features Modules Planning Calendar Activity Management Custom related lists Search Routes Nearby Accounts Libraries Applications (Interactive presentations, CLM) JS Bridge Chatter Customizable Home Screen Other modules availability Customization Fields customization Layouts widgets Integration Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Basic via API with login, password, and security token Yes (optionally) Yes Yes Yes Yes OAuth 2.0 Yes Yes (optionally) Yes Since v.1.3 Yes (optionally) Single sign-on Yes Yes No No Yes Multi-user mode No Yes (optionally) No Yes Yes (optionally) Fingerprint recognition Yes (Touch ID) Yes No No Yes Face recognition Yes (Face ID) Yes No No Yes In-app password changing Yes No No No No Not available when using OAuth 2.0. In-app PIN code Yes No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Fast synchronization Yes Yes Yes Yes Yes Full synchronization Yes Yes Yes Yes Yes Mixed synchronization Yes No Yes Yes No Continue synchronization Yes No No Yes No Quick record synchronization Yes No No No No Synchronization under the CT Mobile Workflow rule Yes No No No No Sync Recovery Yes No No No No CT Mobile Replication Yes No Yes No No Conflict Manager Yes No No No No Online records fetching Yes No No No No Online one record fetching Yes No No Yes No Status Indicator Yes Yes Yes No Yes Sync metadata using administrator credentials Yes Yes Yes Yes Yes Sync metadata using ZIP archive(s) Yes No Yes Yes No Metadata checker Yes No No Yes No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Encrypted credentials Yes (iCloud Keychain) Yes (KeyStore) No Yes (PasswordVault) Yes Encrypted database No No No Since v.1.3 No For iOS devices, SQLCipher can be used as a custom encryption logic. Encrypted file storage No No No Since v.1.3 No Feature Tablet Phone iOS Android Android 2.0 Windows Android Application Language Selection Yes Yes Yes Yes Yes Basic field attributes (label, type, length, default field values) Yes Yes Yes Yes Yes Customized height for multiline fields with the Text Area (Rich) and Text Area (Long) type Yes No No No No Customized height for multiline fields with the Formula (String), Picklist, Text, or Text Area type Yes No No No No Customized height for multiline fields with the Formula type No Yes No No Yes Special characters are supported in fields with the Text Area (Rich) type Yes No No No No HTML tags are supported in Read-Only fields with the Text Area and Text Area (Rich) type on the record layout Yes No No No No Emoji support in titles and subtitles, layouts, and related lists Yes No No No No Lookup filters Yes Yes Yes Yes Yes Roll-up summary fields Yes Yes Yes Yes Yes Field dependency and dependent picklists Yes Yes No Yes Yes Offline formulas Yes Yes Yes Yes Yes Offline validation rules Yes Yes Yes Yes Yes Offline dashboards Yes No No No No Encrypted fields support Yes No No No No Compact layouts Yes Yes Yes Yes Yes Search layouts for each object Yes No Yes Yes No Page layouts and mobile layouts Yes Yes Yes Yes Yes List views Yes Yes Yes Yes Yes Create, edit, and delete list views in the CT Mobile app Yes No No No No Detailed list views Yes No No Since v.1.3 No Record Type Tablet Phone iOS Android Android 2.0 Windows Android Activity No No No No No Calendar No No No No No Color Settings No No No No No Credentials No No No No No Custom Related List No No No No No Link List No No No No No Main Settings No No No No No Mapping No No No No No Menu Yes No No Since v.1.3 No Mini Layouts No No No No No Offline Objects Yes No No Since v.1.3 No Remote Detailing No No No No No Standard Related List Yes No No Since v.1.3 No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Log errors and system actions Yes No Yes Yes No Debug Level Yes Yes Yes Yes Yes Sending sync logs (automatic) Yes No No Yes No Sending sync log to Salesforce (manually) Yes No No Yes No Export database dump to Salesforce Yes No No Yes No Export database dump to support team by email Yes No Yes Yes No CT Mobile Android 2.0 users can save the database archive on a mobile device. Import database dump Yes No No Yes No Root access Yes (jailbreak) No No No No Log geolocation in background mode Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Notification Center Yes No No Since v.1.3 No Geolocation Center Yes No No Since v.1.3 No Custom push notifications (e.g., Chatter push notification) Yes No No Since v.1.3 No Feature Tablet Phone iOS Android Android 2.0 Windows Android Button Triggers (workflow on button click) Yes No No No No CRUD Triggers (workflow on CRUD functions) Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Configuring the main menu Yes Yes Yes Yes Yes Mini layouts Yes Yes Yes Yes Yes Grouping records Yes Yes Yes Yes Yes Application theme Yes Yes Yes Yes Yes Title and Home patterns Yes No Yes No No Color settings Yes Yes Yes Yes Yes Image Quality Yes Yes No No Yes Demonstration Mode Yes No No No No Show field hints Yes Yes Yes No Yes Tutorial mode Yes No No No No Send diagnostic data Yes No No No No On-demand files downloading in Notes & Attachments Yes No No No No Device lock screen widget Yes No No No No Person Accounts Yes Yes Yes Yes Yes Customizable reference object Yes Yes Yes Yes Yes Multiple currencies support Yes Yes Yes Yes Yes The Determine Location button on Accounts and Activity objects Yes Yes Yes No Yes Attach photos to Accounts, Contacts, and Activity objects Yes Yes Yes Yes Yes Attach files to specified offline objects and Filtering files to upload during synchronization by the last creation date Yes No No No No Downloading entire files or only previews Yes No No No No Back and forward buttons Yes Yes Yes Since v.1.3 Yes Email Templates Yes No No No No Ability to change the width of the menu or a record list No No Yes No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Multiple object support Yes Yes Yes Yes Yes Hierarchical view of Accounts with linked Contacts in the left menu Yes No No Yes No The month view Yes Yes Yes Yes Yes The week view Yes Yes Yes Yes Yes The day view Yes Yes Yes Yes Yes Resize the calendar view No No Yes No No The first day of the week, the first workday, the last workday Yes No No Yes No Hide or display weekends Yes No Yes Yes No Customizable visible working hours Yes Yes No Yes Yes Set the default activity duration Yes Yes Yes Yes Yes Customize activity duration Yes Yes No Yes Yes All-day slot Yes Yes No Yes Yes The Plus button to create an Activity Yes No Yes Yes No Create an Activity with a long tap Yes Yes No Yes Yes Drag and drop an Activity to the calendar greed Yes Yes Yes Yes Yes Drag and drop several records to create multiple Activities Yes No No Yes No Mass Actions: Copy, Move, and Delete Yes Yes No Yes Yes The pop-up with additional information on an Activity Yes Yes Yes Yes Yes Calendar agenda while working with custom Date/Time field during creating new Activity Yes No No No No The Today button Yes Yes Yes Yes Yes Salesforce Holidays Yes No No No No Recurring the standard Event object No No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Multiple object support Yes Yes Yes Yes Yes The Start/Finish functionality Yes Yes Yes No Yes The Start/Finish functionality: capture geoposition Yes Yes No No Yes The Start/Finish functionality: update Start/End Date fields Yes Yes Yes No Yes The Start/Finish functionality: lock/unlock records Yes Yes Yes No Yes The ability to switch from the unfinished Activity to other CT Mobile screens Yes No No No No Historical activities Yes No No No No Timeline view Yes No No Since v.1.3 No Feature Tablet Phone iOS Android Android 2.0 Windows Android Custom related tab on a record detail screen Yes Yes Yes Yes Yes The SOQL filters switch to display only the filtered records Yes No No Yes No Customizable columns width Yes No No No No Barcode scanner Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Global Search Yes Yes Yes No Yes Search in the list of records Yes Yes Yes Yes Yes Search operators (*,?) Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Offline routes Yes No No No Yes Route optimization Yes Yes Yes Yes Yes Use current location Yes Yes Yes Yes Yes Route by car or on foot Yes Yes Yes Yes No Directions Yes Yes Yes Yes Yes Multiple map types Yes Yes Yes Yes Yes Traffic information No No No Yes No Historical routes Yes No Yes No No Apple Maps Yes No No No No Google Maps Yes Yes Yes No Yes Bing Maps No No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Use current location Yes Yes Yes Yes Yes Multiple map types Yes Yes Yes Yes Yes Multicolor waypoints for objects Yes No Yes Yes No Create an activity on the map Yes Yes Yes Yes Yes Apple Maps Yes No No No No Google Maps Yes Yes Yes No Yes Bing Maps No No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Additional information for files Yes No No Yes No Folders Yes No Yes Yes No Opening files Yes No Yes Yes No Send files via email Yes No Yes No No Send files using email templates Yes No No No No Background download Yes No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Custom Scenarios Yes Yes No Yes Yes Mobile scenario editor Yes No No Yes No Branches Yes No No Yes No In-app scenario generator based on slide rating Yes No No No No Favorite CLM presentations Yes Yes No Yes No Slides tab Yes Yes No Yes No The Available Offline attribute of a CLM presentation Yes No No Since v.1.3 No The Fixed attribute of a slide Yes No No Yes No The Attachments tab Yes Yes No Yes No Send slides via email Yes Yes No No No Send slides using email templates Yes Yes No No No The Statistics screen when exiting the CLM presentation Yes Yes No No No Attach statistics to an existing activity Yes Yes No Yes No Attach statistics to the created activity Yes Yes No Yes No The PDF generator Yes Yes No No No Switch between standard and custom application scenarios Yes No No No No Reload the current slide with the rotate gesture Yes No No No No Likes/Dislikes gestures Yes Yes No Yes No Multitasking during an Activity Yes No No Since v.1.3 No The Remote Detailing functionality Yes No No Yes No If the video is not in use, the presenter and participants can join the Remote Detailing meeting via Safari on their iPhone. The CT Presenter app Yes No No No No This application is an outdated solution. It is recommended that you use the Safari browser. ARKit models Yes No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Create records: ctm.create Yes Yes No Yes No Update records: ctm.update Yes Yes No Yes No Query records: ctm.query Yes Yes No Yes No Delete records: ctm.delete Yes Yes No Yes No Switch between slides using the href attribute Yes Yes No Yes No Start fast sync: ctm.sync Yes Yes No No No Camera access: ctm.photo Yes Yes No No No Custom data tables according to related record: ctm.openDataTableByParentRecord Yes No No No No Custom data tables according to SOQL query: ctm.openDataTableByQuery Yes No No No No Quiz launch: ctm.openQuiz Yes No No No No PDF generation: ctm.generatePDF Yes No No No No Open QR Code: ctm.openQRScanner Yes No No No No Markup labels Yes Yes No Yes No Opening attached files Yes Yes No Yes No Like / Dislike: ctm.like / ctm.dislike Yes Yes No Yes No Exit from the CLM-presentation: ctm.autoExitPresenter Yes No No Yes No Disable slide scroll: ctm.disableSlideScroll Yes No No No No Enable slide scroll: ctm.enableSlideScroll Yes No No No No Obtain the path to the file: ctm.getFile Yes No No Yes No Save attachments: ctm.storeFile Yes No No Yes No The transition from the CLM presentation display to Sales Order: ctm.createSalesOrderWithAnimations Yes No No No No Activate gathering statistics of the CLM presentation: ctm.customStats Yes No No No No skipTenPercent Yes No No No No playVideo Yes No No No No getJSValues Yes No No No No ctm.setOptions No No No Yes No CTAPPgoToSlide Yes No No Yes No CTAPPgoToFirst Yes No No Yes No CTAPPgoToNext Yes No No Yes No CTAPPgoToPrevious Yes No No Yes No Sound recording: CTAPPstopRecordingAudio Yes No No No No Sound recording: CTAPPstartRecordingAudio Yes No No No No CTAPPNewRecord Yes No No No No CTAPPturnOnAudio No No No No No The Remote Detailing and Self Detailing functionality. CTAPPturnOffAudio No No No No No CTAPPturnOnVideo No No No No No CTAPPturnOffVideo No No No No No Secure query records: ctm.secureQuery No No No No No Define the meeting type: ctm.getAppEnv No No No No No Define the user role: ctm.getUserType No No No No No Define the Id of the Activity record: ctm.getVisitId No No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Group feeds Yes Yes No Yes Yes Record feeds Yes Yes No Yes Yes Posts and comments Yes Yes No Yes Yes Likes Yes Yes No Yes Yes Attachments Yes Yes No Yes Yes Avatars Yes Yes No Yes Yes Instant post sending Yes No No Yes No Push notifications Yes Yes No Since v.1.3 Yes On-demand attachments downloading to posts Yes Yes No Yes Yes Polls No No No No No The SOAP API limitation is applied to iOS devices. @mention No No No Since v.1.3 No The SOAP API limitation is applied to iOS devices. Feature Tablet Phone iOS Android Android 2.0 Windows Android Offline charts based on Reports Yes No No No No Offline charts based on Dashboards Yes No No No No Calendar carousel widget Yes Yes No Yes Yes Customizable All activities per day hint on the calendar widget Yes No No No No Carousel of CLM presentations Yes Yes No Yes No Logo Yes Yes Yes Yes Yes 4 tapes to refresh Home Screen Yes No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android CG Cloud Yes No No Since v.1.3 No Lead Convert (online) Yes No No No No The REST API limitation is applied to Windows devices. Opportunity management Yes Yes Yes No Yes Support multiple currencies and price books. Quote management No No No No No Recent Items Yes Yes No No No Dashboards (online) Yes No Yes Yes No Quizzes Yes No No No No Links Yes No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Extending field without a label Yes No No No No Slider for a field with currency, percentage, and numeric type Yes No No No No \"+/-\" controls for a field with currency, percentage, and numeric type Yes No No No No Limitation of Date/DateTime fields Yes No No No No Combobox for custom fields Yes No No No No Columns width for standard and custom related lists Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Maps Yes Yes Yes Yes Yes Dashboards Yes No No No No Applications Yes Yes No Yes Yes Chatter feed Yes Yes No Yes Yes QR code Yes Yes No No Yes Interactive presentation embedded into record layout No No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android CT Orders Yes No No Since v.1.3 No A streamlined order-taking process via a user-friendly interface is enhanced with the complexity of ERP price calculation and CRM flexibility. CT Sign Yes No No Since v.1.3 No Create and sign documents offline and online with a handwritten or legally binding signature. CT Vision IR Yes No No No No An image recognition tool is used to calculate shelf KPIs, gather information about the company and competitor products. CT Vision Lite Yes No No No No A comprehensive solution to process photos. Includes the server application responsible for storing photos without recognition, managing them by tags and shelves, planning the number of photos to take for the shelf. In-app browser Yes Yes Yes Yes Yes Device calendar Yes (iCal) No No No No Store photos in the device gallery Yes No Yes No No Attach files from device to Salesforce records Yes Yes Yes No No Attach a photo (from the device gallery or take a photo) Yes Yes Yes Yes Yes Multitasking Yes No No No No Since CT Mobile for iOS 2.6, the app supports Split View and Slide Over multitasking types. Note the following: We do not guarantee that screens adapted for landscape orientation will display correctly in portrait orientation. In future releases, we will add a warning to prevent such screens from being used in portrait orientation. We cannot limit the minimum percentage of screen area in Split View mode and recommend using at least 75% of the screen to work with CT Mobile. Salesforce Maps Yes No No No No Salesforce SOS No No No No No","title":"CT Mobile OS Comparison","component":"ctmobile-android-2-0","version":"","name":"ct-mobile-os-comparison","url":"/ctmobile-android-2-0/ct-mobile-solution/ct-mobile-os-comparison.html","titles":[{"text":"Core functionality","hash":"h2_84720702","id":1},{"text":"Authentication","hash":"h3_55841322","id":2},{"text":"Synchronization","hash":"h3_810150278","id":3},{"text":"Encryption","hash":"h3_1650481881","id":4},{"text":"Salesforce Metadata","hash":"h3_559203458","id":5},{"text":"CTM Settings","hash":"h3_196313523","id":6},{"text":"Monitoring and Logs","hash":"h3_2086756216","id":7},{"text":"Push Messaging","hash":"h3_1735794938","id":8},{"text":"CT Mobile Workflow","hash":"h3_2013990626","id":9},{"text":"Other Features","hash":"h3_2042797947","id":10},{"text":"Modules","hash":"h2_1468882933","id":11},{"text":"Planning Calendar","hash":"h3_1868937389","id":12},{"text":"Activity Management","hash":"h3_1865396414","id":13},{"text":"Custom related lists","hash":"h3_1580657987","id":14},{"text":"Search","hash":"h3_656259478","id":15},{"text":"Routes","hash":"h3_735612696","id":16},{"text":"Nearby Accounts","hash":"h3_295983841","id":17},{"text":"Libraries","hash":"h3_722835965","id":18},{"text":"Applications (Interactive presentations, CLM)","hash":"h3_2060809199","id":19},{"text":"JS Bridge","hash":"h3_1801753150","id":20},{"text":"Chatter","hash":"h3_1044166797","id":21},{"text":"Customizable Home Screen","hash":"h3_1518939859","id":22},{"text":"Other modules availability","hash":"h3_839939660","id":23},{"text":"Customization","hash":"h2_1840437629","id":24},{"text":"Fields customization","hash":"h3_1833068094","id":25},{"text":"Layouts widgets","hash":"h3_1310621620","id":26},{"text":"Integration","hash":"h2_303479492","id":27}]},"593":{"id":593,"text":"This guide is intended for CT Mobile Android users who work with the Android 2.0 core. СT Mobile is a new mobile app that provides full Salesforce functionality offline for Android users. CT Mobile is a disruptive sales tool that boasts all major KPIs, such as sales close rate, customer loyalty, lead-to-cash time, etc. CT Mobile Description and Deployment Technical Requirements for Devices and Network Recommendations for API Names of Objects and Fields and Peculiarities of Working with Some Types of Fields Application Language For your convenience, we prepared a guide in the following format: In the News section, we share with you the latest CT Mobile updates, release notes, and Salesforce updates that affect our CT Mobile solution. Quick Reference Guides is a peek into the CT Mobile setup. Using guides, integrate CT Mobile with the target system, such as CT Pharma or CT CPG, and step by step customize CT Mobile app. Knowledge Base is a complete CT Mobile guide, divided into: Configuration Guide is intended to introduce all CT Mobile components, settings, and functionalities on the Salesforce side. The Mobile Application section describes the settings and functionalities available in the CT Mobile app.","title":"CT Mobile Solution","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/ct-mobile-solution/index.html","titles":[]},"594":{"id":594,"text":"We strongly advise performing the upgrade of the CT Mobile app at least once every 12 months to prevent incompatibility with the cumulated OS or core CT Mobile changes. CT Mobile is currently available for Android tablets. Due to the variability of Android devices from various vendors, we do not guarantee the flawless operation of CT Mobile on different device models. CT Mobile must be tested on every targeted device family and generation. Android 7.0 or higher Pre-installed Google Mobile Services Display size at least 10\" 3 GB RAM 10 GB free disk space at least 8x ARM Cortex-A53, 1,6 GHz. Synchronization is possible on very slow lines (9,600kbs) but takes more time. The communication line must not have interruptions of high packet loss as it may result in timeouts of Salesforce API. More content increases the synchronization time and responsiveness of the application. We recommend limiting the number of offline records to 30,000 records on devices.","title":"Technical Requirements for Devices and Network","component":"ctmobile-android-2-0","version":"","name":"technical-requirements-for-devices-and-network","url":"/ctmobile-android-2-0/ct-mobile-solution/technical-requirements-for-devices-and-network.html","titles":[{"text":"Android Devices","hash":"h2_289410970","id":1},{"text":"Requirements for Internet Connection","hash":"h2_1498128754","id":2}]},"595":{"id":595,"text":"Welcome to the CT Mobile Knowledge Base! This branch consists of detailed articles extensively covering the features of CT Mobile. Configuration Guide Mobile Application","title":"Knowledge Base","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/knowledge-base/index.html","titles":[]},"596":{"id":596,"text":"Table of Contents Core functionality Authentication Synchronization Encryption Salesforce Metadata CTM Settings Monitoring and Logs Push Messaging CT Mobile Workflow Other Features Modules Planning Calendar Activity Management Custom related lists Search Routes Nearby Accounts Libraries Applications (Interactive presentations, CLM) JS Bridge Chatter Customizable Home Screen Other modules availability Customization Fields customization Layouts widgets Integration Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Basic via API with login, password, and security token Yes (optionally) Yes Yes Yes Yes OAuth 2.0 Yes Yes (optionally) Yes Since v.1.3 Yes (optionally) Single sign-on Yes Yes No No Yes Multi-user mode No Yes (optionally) No Yes Yes (optionally) Fingerprint recognition Yes (Touch ID) Yes No No Yes Face recognition Yes (Face ID) Yes No No Yes In-app password changing Yes No No No No Not available when using OAuth 2.0. In-app PIN code Yes No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Fast synchronization Yes Yes Yes Yes Yes Full synchronization Yes Yes Yes Yes Yes Mixed synchronization Yes No Yes Yes No Continue synchronization Yes No No Yes No Quick record synchronization Yes No No No No Synchronization under the CT Mobile Workflow rule Yes No No No No Sync Recovery Yes No No No No CT Mobile Replication Yes No Yes No No Conflict Manager Yes No No No No Online records fetching Yes No No No No Online one record fetching Yes No No Yes No Status Indicator Yes Yes Yes No Yes Sync metadata using administrator credentials Yes Yes Yes Yes Yes Sync metadata using ZIP archive(s) Yes No Yes Yes No Metadata checker Yes No No Yes No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Encrypted credentials Yes (iCloud Keychain) Yes (KeyStore) No Yes (PasswordVault) Yes Encrypted database No No No Since v.1.3 No For iOS devices, SQLCipher can be used as a custom encryption logic. Encrypted file storage No No No Since v.1.3 No Feature Tablet Phone iOS Android Android 2.0 Windows Android Application Language Selection Yes Yes Yes Yes Yes Basic field attributes (label, type, length, default field values) Yes Yes Yes Yes Yes Customized height for multiline fields with the Text Area (Rich) and Text Area (Long) type Yes No No No No Customized height for multiline fields with the Formula (String), Picklist, Text, or Text Area type Yes No No No No Customized height for multiline fields with the Formula type No Yes No No Yes Special characters are supported in fields with the Text Area (Rich) type Yes No No No No HTML tags are supported in Read-Only fields with the Text Area and Text Area (Rich) type on the record layout Yes No No No No Emoji support in titles and subtitles, layouts, and related lists Yes No No No No Lookup filters Yes Yes Yes Yes Yes Roll-up summary fields Yes Yes Yes Yes Yes Field dependency and dependent picklists Yes Yes No Yes Yes Offline formulas Yes Yes Yes Yes Yes Offline validation rules Yes Yes Yes Yes Yes Offline dashboards Yes No No No No Encrypted fields support Yes No No No No Compact layouts Yes Yes Yes Yes Yes Search layouts for each object Yes No Yes Yes No Page layouts and mobile layouts Yes Yes Yes Yes Yes List views Yes Yes Yes Yes Yes Create, edit, and delete list views in the CT Mobile app Yes No No No No Detailed list views Yes No No Since v.1.3 No Record Type Tablet Phone iOS Android Android 2.0 Windows Android Activity No No No No No Calendar No No No No No Color Settings No No No No No Credentials No No No No No Custom Related List No No No No No Link List No No No No No Main Settings No No No No No Mapping No No No No No Menu Yes No No Since v.1.3 No Mini Layouts No No No No No Offline Objects Yes No No Since v.1.3 No Remote Detailing No No No No No Standard Related List Yes No No Since v.1.3 No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Log errors and system actions Yes No Yes Yes No Debug Level Yes Yes Yes Yes Yes Sending sync logs (automatic) Yes No No Yes No Sending sync log to Salesforce (manually) Yes No No Yes No Export database dump to Salesforce Yes No No Yes No Export database dump to support team by email Yes No Yes Yes No CT Mobile Android 2.0 users can save the database archive on a mobile device. Import database dump Yes No No Yes No Root access Yes (jailbreak) No No No No Log geolocation in background mode Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Notification Center Yes No No Since v.1.3 No Geolocation Center Yes No No Since v.1.3 No Custom push notifications (e.g., Chatter push notification) Yes No No Since v.1.3 No Feature Tablet Phone iOS Android Android 2.0 Windows Android Button Triggers (workflow on button click) Yes No No No No CRUD Triggers (workflow on CRUD functions) Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Configuring the main menu Yes Yes Yes Yes Yes Mini layouts Yes Yes Yes Yes Yes Grouping records Yes Yes Yes Yes Yes Application theme Yes Yes Yes Yes Yes Title and Home patterns Yes No Yes No No Color settings Yes Yes Yes Yes Yes Image Quality Yes Yes No No Yes Demonstration Mode Yes No No No No Show field hints Yes Yes Yes No Yes Tutorial mode Yes No No No No Send diagnostic data Yes No No No No On-demand files downloading in Notes & Attachments Yes No No No No Device lock screen widget Yes No No No No Person Accounts Yes Yes Yes Yes Yes Customizable reference object Yes Yes Yes Yes Yes Multiple currencies support Yes Yes Yes Yes Yes The Determine Location button on Accounts and Activity objects Yes Yes Yes No Yes Attach photos to Accounts, Contacts, and Activity objects Yes Yes Yes Yes Yes Attach files to specified offline objects and Filtering files to upload during synchronization by the last creation date Yes No No No No Downloading entire files or only previews Yes No No No No Back and forward buttons Yes Yes Yes Since v.1.3 Yes Email Templates Yes No No No No Ability to change the width of the menu or a record list No No Yes No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Multiple object support Yes Yes Yes Yes Yes Hierarchical view of Accounts with linked Contacts in the left menu Yes No No Yes No The month view Yes Yes Yes Yes Yes The week view Yes Yes Yes Yes Yes The day view Yes Yes Yes Yes Yes Resize the calendar view No No Yes No No The first day of the week, the first workday, the last workday Yes No No Yes No Hide or display weekends Yes No Yes Yes No Customizable visible working hours Yes Yes No Yes Yes Set the default activity duration Yes Yes Yes Yes Yes Customize activity duration Yes Yes No Yes Yes All-day slot Yes Yes No Yes Yes The Plus button to create an Activity Yes No Yes Yes No Create an Activity with a long tap Yes Yes No Yes Yes Drag and drop an Activity to the calendar greed Yes Yes Yes Yes Yes Drag and drop several records to create multiple Activities Yes No No Yes No Mass Actions: Copy, Move, and Delete Yes Yes No Yes Yes The pop-up with additional information on an Activity Yes Yes Yes Yes Yes Calendar agenda while working with custom Date/Time field during creating new Activity Yes No No No No The Today button Yes Yes Yes Yes Yes Salesforce Holidays Yes No No No No Recurring the standard Event object No No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Multiple object support Yes Yes Yes Yes Yes The Start/Finish functionality Yes Yes Yes No Yes The Start/Finish functionality: capture geoposition Yes Yes No No Yes The Start/Finish functionality: update Start/End Date fields Yes Yes Yes No Yes The Start/Finish functionality: lock/unlock records Yes Yes Yes No Yes The ability to switch from the unfinished Activity to other CT Mobile screens Yes No No No No Historical activities Yes No No No No Timeline view Yes No No Since v.1.3 No Feature Tablet Phone iOS Android Android 2.0 Windows Android Custom related tab on a record detail screen Yes Yes Yes Yes Yes The SOQL filters switch to display only the filtered records Yes No No Yes No Customizable columns width Yes No No No No Barcode scanner Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Global Search Yes Yes Yes No Yes Search in the list of records Yes Yes Yes Yes Yes Search operators (*,?) Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Offline routes Yes No No No Yes Route optimization Yes Yes Yes Yes Yes Use current location Yes Yes Yes Yes Yes Route by car or on foot Yes Yes Yes Yes No Directions Yes Yes Yes Yes Yes Multiple map types Yes Yes Yes Yes Yes Traffic information No No No Yes No Historical routes Yes No Yes No No Apple Maps Yes No No No No Google Maps Yes Yes Yes No Yes Bing Maps No No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Use current location Yes Yes Yes Yes Yes Multiple map types Yes Yes Yes Yes Yes Multicolor waypoints for objects Yes No Yes Yes No Create an activity on the map Yes Yes Yes Yes Yes Apple Maps Yes No No No No Google Maps Yes Yes Yes No Yes Bing Maps No No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Additional information for files Yes No No Yes No Folders Yes No Yes Yes No Opening files Yes No Yes Yes No Send files via email Yes No Yes No No Send files using email templates Yes No No No No Background download Yes No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Custom Scenarios Yes Yes No Yes Yes Mobile scenario editor Yes No No Yes No Branches Yes No No Yes No In-app scenario generator based on slide rating Yes No No No No Favorite CLM presentations Yes Yes No Yes No Slides tab Yes Yes No Yes No The Available Offline attribute of a CLM presentation Yes No No Since v.1.3 No The Fixed attribute of a slide Yes No No Yes No The Attachments tab Yes Yes No Yes No Send slides via email Yes Yes No No No Send slides using email templates Yes Yes No No No The Statistics screen when exiting the CLM presentation Yes Yes No No No Attach statistics to an existing activity Yes Yes No Yes No Attach statistics to the created activity Yes Yes No Yes No The PDF generator Yes Yes No No No Switch between standard and custom application scenarios Yes No No No No Reload the current slide with the rotate gesture Yes No No No No Likes/Dislikes gestures Yes Yes No Yes No Multitasking during an Activity Yes No No Since v.1.3 No The Remote Detailing functionality Yes No No Yes No If the video is not in use, the presenter and participants can join the Remote Detailing meeting via Safari on their iPhone. The CT Presenter app Yes No No No No This application is an outdated solution. It is recommended that you use the Safari browser. ARKit models Yes No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Create records: ctm.create Yes Yes No Yes No Update records: ctm.update Yes Yes No Yes No Query records: ctm.query Yes Yes No Yes No Delete records: ctm.delete Yes Yes No Yes No Switch between slides using the href attribute Yes Yes No Yes No Start fast sync: ctm.sync Yes Yes No No No Camera access: ctm.photo Yes Yes No No No Custom data tables according to related record: ctm.openDataTableByParentRecord Yes No No No No Custom data tables according to SOQL query: ctm.openDataTableByQuery Yes No No No No Quiz launch: ctm.openQuiz Yes No No No No PDF generation: ctm.generatePDF Yes No No No No Open QR Code: ctm.openQRScanner Yes No No No No Markup labels Yes Yes No Yes No Opening attached files Yes Yes No Yes No Like / Dislike: ctm.like / ctm.dislike Yes Yes No Yes No Exit from the CLM-presentation: ctm.autoExitPresenter Yes No No Yes No Disable slide scroll: ctm.disableSlideScroll Yes No No No No Enable slide scroll: ctm.enableSlideScroll Yes No No No No Obtain the path to the file: ctm.getFile Yes No No Yes No Save attachments: ctm.storeFile Yes No No Yes No The transition from the CLM presentation display to Sales Order: ctm.createSalesOrderWithAnimations Yes No No No No Activate gathering statistics of the CLM presentation: ctm.customStats Yes No No No No skipTenPercent Yes No No No No playVideo Yes No No No No getJSValues Yes No No No No ctm.setOptions No No No Yes No CTAPPgoToSlide Yes No No Yes No CTAPPgoToFirst Yes No No Yes No CTAPPgoToNext Yes No No Yes No CTAPPgoToPrevious Yes No No Yes No Sound recording: CTAPPstopRecordingAudio Yes No No No No Sound recording: CTAPPstartRecordingAudio Yes No No No No CTAPPNewRecord Yes No No No No CTAPPturnOnAudio No No No No No The Remote Detailing and Self Detailing functionality. CTAPPturnOffAudio No No No No No CTAPPturnOnVideo No No No No No CTAPPturnOffVideo No No No No No Secure query records: ctm.secureQuery No No No No No Define the meeting type: ctm.getAppEnv No No No No No Define the user role: ctm.getUserType No No No No No Define the Id of the Activity record: ctm.getVisitId No No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Group feeds Yes Yes No Yes Yes Record feeds Yes Yes No Yes Yes Posts and comments Yes Yes No Yes Yes Likes Yes Yes No Yes Yes Attachments Yes Yes No Yes Yes Avatars Yes Yes No Yes Yes Instant post sending Yes No No Yes No Push notifications Yes Yes No Since v.1.3 Yes On-demand attachments downloading to posts Yes Yes No Yes Yes Polls No No No No No The SOAP API limitation is applied to iOS devices. @mention No No No Since v.1.3 No The SOAP API limitation is applied to iOS devices. Feature Tablet Phone iOS Android Android 2.0 Windows Android Offline charts based on Reports Yes No No No No Offline charts based on Dashboards Yes No No No No Calendar carousel widget Yes Yes No Yes Yes Customizable All activities per day hint on the calendar widget Yes No No No No Carousel of CLM presentations Yes Yes No Yes No Logo Yes Yes Yes Yes Yes 4 tapes to refresh Home Screen Yes No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android CG Cloud Yes No No Since v.1.3 No Lead Convert (online) Yes No No No No The REST API limitation is applied to Windows devices. Opportunity management Yes Yes Yes No Yes Support multiple currencies and price books. Quote management No No No No No Recent Items Yes Yes No No No Dashboards (online) Yes No Yes Yes No Quizzes Yes No No No No Links Yes No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Extending field without a label Yes No No No No Slider for a field with currency, percentage, and numeric type Yes No No No No \"+/-\" controls for a field with currency, percentage, and numeric type Yes No No No No Limitation of Date/DateTime fields Yes No No No No Combobox for custom fields Yes No No No No Columns width for standard and custom related lists Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Maps Yes Yes Yes Yes Yes Dashboards Yes No No No No Applications Yes Yes No Yes Yes Chatter feed Yes Yes No Yes Yes QR code Yes Yes No No Yes Interactive presentation embedded into record layout No No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android CT Orders Yes No No Since v.1.3 No A streamlined order-taking process via a user-friendly interface is enhanced with the complexity of ERP price calculation and CRM flexibility. CT Sign Yes No No Since v.1.3 No Create and sign documents offline and online with a handwritten or legally binding signature. CT Vision IR Yes No No No No An image recognition tool is used to calculate shelf KPIs, gather information about the company and competitor products. CT Vision Lite Yes No No No No A comprehensive solution to process photos. Includes the server application responsible for storing photos without recognition, managing them by tags and shelves, planning the number of photos to take for the shelf. In-app browser Yes Yes Yes Yes Yes Device calendar Yes (iCal) No No No No Store photos in the device gallery Yes No Yes No No Attach files from device to Salesforce records Yes Yes Yes No No Attach a photo (from the device gallery or take a photo) Yes Yes Yes Yes Yes Multitasking Yes No No No No Since CT Mobile for iOS 2.6, the app supports Split View and Slide Over multitasking types. Note the following: We do not guarantee that screens adapted for landscape orientation will display correctly in portrait orientation. In future releases, we will add a warning to prevent such screens from being used in portrait orientation. We cannot limit the minimum percentage of screen area in Split View mode and recommend using at least 75% of the screen to work with CT Mobile. Salesforce Maps Yes No No No No Salesforce SOS No No No No No","title":"CT Mobile OS Comparison","component":"ctmobile-android-2-0","version":"","name":"ct-mobile-os-comparison","url":"/ctmobile-android-2-0/news/ct-mobile-os-comparison.html","titles":[{"text":"Core functionality","hash":"h2_84720702","id":1},{"text":"Authentication","hash":"h3_55841322","id":2},{"text":"Synchronization","hash":"h3_810150278","id":3},{"text":"Encryption","hash":"h3_1650481881","id":4},{"text":"Salesforce Metadata","hash":"h3_559203458","id":5},{"text":"CTM Settings","hash":"h3_196313523","id":6},{"text":"Monitoring and Logs","hash":"h3_2086756216","id":7},{"text":"Push Messaging","hash":"h3_1735794938","id":8},{"text":"CT Mobile Workflow","hash":"h3_2013990626","id":9},{"text":"Other Features","hash":"h3_2042797947","id":10},{"text":"Modules","hash":"h2_1468882933","id":11},{"text":"Planning Calendar","hash":"h3_1868937389","id":12},{"text":"Activity Management","hash":"h3_1865396414","id":13},{"text":"Custom related lists","hash":"h3_1580657987","id":14},{"text":"Search","hash":"h3_656259478","id":15},{"text":"Routes","hash":"h3_735612696","id":16},{"text":"Nearby Accounts","hash":"h3_295983841","id":17},{"text":"Libraries","hash":"h3_722835965","id":18},{"text":"Applications (Interactive presentations, CLM)","hash":"h3_2060809199","id":19},{"text":"JS Bridge","hash":"h3_1801753150","id":20},{"text":"Chatter","hash":"h3_1044166797","id":21},{"text":"Customizable Home Screen","hash":"h3_1518939859","id":22},{"text":"Other modules availability","hash":"h3_839939660","id":23},{"text":"Customization","hash":"h2_1840437629","id":24},{"text":"Fields customization","hash":"h3_1833068094","id":25},{"text":"Layouts widgets","hash":"h3_1310621620","id":26},{"text":"Integration","hash":"h2_303479492","id":27}]},"597":{"id":597,"text":"Welcome to CT Mobile News! Here you can find out about new features, improvements, and fixes: explore the detailed Release Notes for each delivered version of our product. Also, you can compare the supported functionalities of CT Mobile. CT Mobile OS Comparison CT Mobile Package Release Notes Salesforce Updates Pay attention that the screenshots are updating and can be not fitted the current available UI. Don’t worry, we are working on it!","title":"News","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/news/index.html","titles":[]},"598":{"id":598,"text":"Table of Contents Profiles Set Up a New Profile Permission Sets and Permission Set Groups Required Permission Sets Sharing Rules Restriction Rules Pay attention that the profile settings may be displayed in two different modes. For more information, go to Salesforce Help. CT Mobile users should be divided by their roles, for example, admins, supervisors, and field forces. For this purpose, define profiles for various user types and assign permission sets or use permission set groups to extend user access. Also, manage sharing rules to define access exceptions. We kindly ask you to set up a separate profile for a user who configures the system. The user should have the Modify All Data and Modify Metadata Through Metadata API Functions permission and access to all fields and objects. To use the mobile logo, a mobile user should have access to the Documents folder. Please check the following: At least permission to read the Documents object is assigned to the mobile user. At least permission to read and edit the Documents object is assigned to the administrator. The CT CLM folder is accessible by all users. A profile is an array of settings and permissions that define what a user can do in the CT Mobile app. A profile controls object permissions, field permissions, user permissions, tab settings, app settings, Apex class access, Visualforce page access, page layouts, record types, login hours, and login IP ranges. A profile can be assigned to many users, but a user can be assigned to a single profile at a time. A user’s profile should be specified on some CT Mobile Control Panel tabs to define the required user’s permissions. There are two types of profiles: Standard profiles are provided by default. These profiles cannot be deleted. Custom profiles are user-defined profiles. These profiles can be deleted if no users are assigned to them. Define profiles by the user’s function. You can create and assign a new profile to a user or change the profile for another one. Changing the user’s profile may cause access issues to records in the CT Mobile app and errors during the synchronization. For example, access to an object has been withdrawn from the mobile user’s profile after the last full synchronization. During the next fast synchronization, the INVALID_TYPE error may occur because some records are no more available. To create and set up a new profile: Go toSetup → Users → Profiles. Click New Profile. Also, you can click Clone next to the desired profile to copy all its settings to a new one. Select the Existing Profile from the drop-down list. Enter the new profile name and click Save. Click Edit and set up permissions. Click Save. The profile is ready to use. Assign desired users to a profile. A user can be assigned to a single profile at a time, but can also have multiple permission sets. A permission set is a collection of settings and permissions that give users access to various tools and functions. A profile gives minimum permissions and settings access for a user or specific user groups. A permission set extends a user’s permissions and grants more access without changing a user’s profile. A permission set group helps to assign several permission sets together based on user job functions. Users with assigned the permission set group receive the combined permissions of all the permission sets in the group. We kindly ask you to assign the preconfigured permission sets to all users in your system according to their roles. For your convenience, we create two permission sets that include configured access to all required objects and fields depending on the user type. CT Mobile Administrator should be assigned to admins. It contains all required permissions and access to all required Apex classes for the correct operation of the CT Mobile package and CT Mobile app. CT Mobile User should be assigned to users who will work with the CT Mobile app as field forces, supervisors, etc. according to your business purposes. Sharing rules are used to control user access at the record level. Currently, the CT Mobile app cannot correctly handle records with the Public Read-Only access. For example, the Public Read-Only access is specified for the Account object, and the mobile user’s profile has permission to edit and delete records of the Account object. In the CT Mobile app, the mobile user can edit and delete all downloaded Account records, but errors will occur during the synchronization if the mobile user has deleted or edited records that they do not own. Restriction rules are used to allow certain users to access only specified records. They prevent users from accessing records that contain sensitive data or information that isn’t essential to their work. After setting restriction rules, the user does not see certain records in Salesforce, and the same records will not be able to the user in the CT Mobile after synchronization.","title":"Application Permission Settings","component":"ctmobile-android-2-0","version":"","name":"application-permission-settings","url":"/ctmobile-android-2-0/quick-reference-guides/application-permission-settings.html","titles":[{"text":"Profiles","hash":"h2_104944228","id":1},{"text":"Set Up a New Profile","hash":"h3_1485360783","id":2},{"text":"Permission Sets and Permission Set Groups","hash":"h2_939760070","id":3},{"text":"Required Permission Sets","hash":"h3_2115044027","id":4},{"text":"Sharing Rules","hash":"h2_1133416231","id":5},{"text":"Restriction Rules","hash":"h2_631577805","id":6}]},"599":{"id":599,"text":"The application theme affects the application appearance overall, being applied to headings, menu items, timeline view, etc. To configure the application theme: Go to CT Mobile Control Panel: General. Select the required profile in the Location picklist. General Settings will be applied to all profiles without individual settings. Click Customize in the User Interface section. The App Customization window opens. Customize the application theme. Click Save. Launch the fast synchronization on the mobile device. The setup is complete. In the App Customization window, the settings are located on the left side, and the tablet view with applied settings is on the right side. Select the title pattern from the picklist to add a pattern to the header of the mobile application. Add your title pattern by selecting Own in the picklist and clicking Upload. The changes will be represented on the tablet view. Select the home pattern from the picklist to add a pattern to the background of the mobile application screen. Add your own home pattern by selecting Own in the picklist and clicking Upload. The changes will be represented on the tablet view. Click on the field to select a color from the drop-down palette or enter the color code. The logo is represented on the Home screen. Click Choose file to add a new logo.","title":"Application Theme","component":"ctmobile-android-2-0","version":"","name":"application-theme","url":"/ctmobile-android-2-0/quick-reference-guides/application-theme.html","titles":[{"text":"Available settings","hash":"h2_1497250322","id":1},{"text":"Title Pattern","hash":"h3_1718046162","id":2},{"text":"Home Pattern","hash":"h3_1108618695","id":3},{"text":"Device Background Color","hash":"h3_1461860777","id":4},{"text":"Homepage Logo","hash":"h3_1354766135","id":5}]},"600":{"id":600,"text":"Use color settings to distinguish records of an offline object by the specific criterion, for example, records in the left menu, activities in the Calendar module, and records in the Nearby Accounts module. Each offline object can have only one coloring criterion. To set up colors for the records: Go to CT Mobile Control Panel: Color Settings. Select a profile from the Location picklist. General Settings value will be applied to all the profiles without individual settings. Click Create. Select an offline object in the SObject drop-down list. Select a criterion in the Field drop-down list. Only fields with the Picklist type or record types of the selected offline object can be used as the criterion. Click the field in the Color column to open the color picker. Select the colors for each record type or type in the color code. Click Create. The setup is complete. Perform a synchronization to apply the changes. Click next to an offline object to edit color settings. Click next to an offline object to remove color settings for the offline object.","title":"Custom Color Settings","component":"ctmobile-android-2-0","version":"","name":"custom-color-settings","url":"/ctmobile-android-2-0/quick-reference-guides/custom-color-settings.html","titles":[{"text":"Set up a Color for an Offline Object","hash":"h2_686863387","id":1}]},"601":{"id":601,"text":"The Home Screen is the starting page of the CT Mobile app. Specify a logo per profile. Select a profile on the CT Mobile Control Panel: General tab and add a new logo. Customize the application theme. Use the global search bar to search records which object added to the main menu. For more information, please refer to Search. Tap the burger icon to minimize the main menu up to menu icons. Specify menu items and their order in the main menu. Add menu items to the Favorites section. Long tap the menu item and drag-and-drop it above the line. Tap the arrow to collapse the main menu to display only favorite items. The Status Indicator displays the date of the last successful synchronization. Tap the icon to start the fast sync. For more information, go to Synchronization Launch.","title":"Home Screen","component":"ctmobile-android-2-0","version":"","name":"home-screen","url":"/ctmobile-android-2-0/quick-reference-guides/home-screen.html","titles":[]},"602":{"id":602,"text":"Welcome to the CT Mobile Quick Reference Guide. There is a set of short and user-friendly guides. Use these guides to quickly master the application best practices. Installing CT Mobile Package Installing the CT Mobile app Managing CT Mobile Licenses Application Permission Settings Logging In Synchronization Launch Home Screen Application Theme App Menu Managing Offline Objects Related Lists Mini Layouts Mobile Layouts Start/Finish Functionality Custom Color Settings Application Settings","title":"Quick Reference Guides","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/quick-reference-guides/index.html","titles":[]},"603":{"id":603,"text":"Before the CT Mobile app installation, read the requirements. To install the CT Mobile app: Follow the direct link. Tap Install. Tap Open.","title":"Installing the CT Mobile app","component":"ctmobile-android-2-0","version":"","name":"installing-the-ct-mobile-app","url":"/ctmobile-android-2-0/quick-reference-guides/installing-the-ct-mobile-app.html","titles":[]},"604":{"id":604,"text":"The first step of using the CT Mobile app, logging in with your Salesforce credentials to your Org. To log in to the CT Mobile application: Run the CT Mobile app. Select Production or Sandbox. Click New Account. Enter your Salesforce username and password. In the in-app browser window, allow access to requested data. Tap the sync icon in the lower-left corner to start the first full synchronization. After the synchronization, the CT Mobile is ready to use.","title":"Logging In","component":"ctmobile-android-2-0","version":"","name":"logging-in","url":"/ctmobile-android-2-0/quick-reference-guides/logging-in.html","titles":[]},"605":{"id":605,"text":"The administrator can grant or restrict access to users who can use the CT Mobile package functionality by managing licenses. To select users who can use the CT Mobile package functionality: Go to Setup → Apps → Installed Packages. Click Manage Licenses next to CT Mobile. Click the Add Users button. The Add Users page opens. Select users from the Available Users list. Click Add. Also, you can click Add All Users if you want to grant access to all users. Selected users appear in the list of users who have access to the CT Mobile package. To restrict access to the user(s): Go to Setup → Apps → Installed Packages. Click Manage Licenses next to CT Mobile. Click Remove Multiple Users. Also, you can remove a single user by clicking Remove next to the user’s Full Name. Select users from the Available Users list. Click Remove. Also, you can click Remove All Users if you want to restrict access to the package for all users. The user(s) are removed from the list of users who have access to the CT Mobile package.","title":"Managing CT Mobile Licenses","component":"ctmobile-android-2-0","version":"","name":"managing-ct-mobile-licenses","url":"/ctmobile-android-2-0/quick-reference-guides/managing-ct-mobile-licenses.html","titles":[{"text":"Grant Access to Users","hash":"h2_1491098279","id":1},{"text":"Restrict Access to Users","hash":"h2_1361513113","id":2}]},"606":{"id":606,"text":"Mini Layouts are special forms with a preconfigured set of fields that are used to create a record in a more convenient way. A mini layout will appear, for example, when tapping the plus button to create a new Account record or creating a new Activity record on the calendar grid. A mini layout can be assigned per each active record type of the offline object. If a mini layout for an offline object or its record type is not configured, the default page layout will be open when creating a record. To create a mini layout: Go to CT Mobile Control Panel: Mini Layouts. Click Create layout. Enter the name of the mini layout. There cannot be two layouts with the same name. Select the Object from the drop-down list. Select the Record Type from the drop-down list. Make sure that the target profile has the proper permissions for the selected record type. You can review the profile permissions in Setup → Users → Profiles. Click Add new field and select a field from the drop-down list, which will be displayed on the mini layout. Enable the Required setting to add a required field. Click Create. The mini layout is configured. Perform a synchronization to apply the changes.","title":"Mini Layouts","component":"ctmobile-android-2-0","version":"","name":"mini-layouts","url":"/ctmobile-android-2-0/quick-reference-guides/mini-layouts.html","titles":[{"text":"Create a Mini Layout","hash":"h2_684572466","id":1}]},"607":{"id":607,"text":"Enable the Start/Finish functionality to add the Start and Finish buttons to the Activity details screen. To enable the Start/Finish functionality: Go to CT Mobile Control Panel: Calendar. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Turn on the Enable Activity Planning. Enable the Start/Finish Functionality. Select required options: Lock/Unlock Record If enabled, the Activity record will be available for editing only after tapping Start. When a mobile user taps Finish, the Activity becomes uneditable. Capture Geoposition If enabled, when a mobile user taps the Start button, the current geolocation will be written in the Activity Geolocation Field API Name field. Not applicable. Update Start/End Date Fields If enabled, when a mobile user taps the Start or Finish buttons, the Activity Start Date field and Activity End Date field will be updated. Click Save. Now the Start and Finish buttons are added to the Activity record screen.","title":"Start/Finish Functionality","component":"ctmobile-android-2-0","version":"","name":"start-finish-functionality","url":"/ctmobile-android-2-0/quick-reference-guides/start-finish-functionality.html","titles":[{"text":"Enable the Start/Finish Functionality","hash":"h2_269218413","id":1}]},"608":{"id":608,"text":"Read the recommendations for naming objects and fields to simplify and standardize your work with Salesforce, and also get familiar with peculiarities of some field types: Recommendations for Object and Field API Names and Page Layouts Roll-up Summary Fields","title":"Recommendations for API Names of Objects and Fields and Peculiarities of Working with Some Types of Fields","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/ct-mobile-solution/recommendations-and-peculiarities/index.html","titles":[]},"609":{"id":609,"text":"Working in non-English Salesforce environments, all settings should be specified in English. Use Translation Workbench for translating all labels and other settings. Creating fields with identical API names inside a single object is not allowed, even if their prefixes and postfixes are different. For example, Name and Name__c are considered as the same API name. All API names should be in English. Specify the short and meaningful name and avoid using Pidgin English. Specify Description or Help Text to simplify the setup process and reduce the time for preparing documentation. Start the API name with the capital letter. In the case of several words, use the following format: CompanyName, BillingDate, InvoiceNumber. The dashes and underscores are restricted. Please avoid using numbers. Recommendations for specifying API names for fields with the specific datatype: Lookup Relationship should contain the name of the object to link and the Id word, for example, AccountId, ContactId. Also, specify the plural name of the object in the Child Relationship Field, for example, Activities, Orders. The checkbox should contain the Is or Has word, for example, IsActive__c, HasProducts__c. For Number, Text, and Text Area, do not limit the Length field unless necessary. Geoposition is created in decimal format, with 6 decimal places. For Auto Number, it is required to specify variables in the Display Format field. For example, the following date format SF{000}-{DD}/{MM}/{YYYY} returns the SF021-13/05/2009 value. The deleted field API-name has the _del postfix. Be sure to remove this postfix after recovery. Do not specify the Required and Read-Only attributes while creating a field. Add the field to the appropriate page layout and set these attributes: Go to Setup → Object Manager. Select the required object. Click Page Layouts, select the required page layout. In the Fields section, find the desired field and hover the mouse pointer over it. Click and set the attributes. Set up page layouts given the following: Fields with the Text Area or Text Area Long datatype should be placed together in a separate section with a 1-column layout. The Created By, Last Modified By, and Owner should be placed in the System Information section. Fields with the Number, Date, and Date/Time datatype are placed on the right side of the Information section. Manage related lists within the editing the corresponding page layout. Do not remove a related list from the custom page in Lightning App Builder because it will be removed for all users in the Salesforce org.","title":"Recommendations for Object and Field API Names and Page Layouts","component":"ctmobile-android-2-0","version":"","name":"recommendations-for-object-and-field-api-names-and-page-layouts","url":"/ctmobile-android-2-0/ct-mobile-solution/recommendations-and-peculiarities/recommendations-for-object-and-field-api-names-and-page-layouts.html","titles":[{"text":"Object and Field API Names","hash":"h2_1791025421","id":1},{"text":"Field Access","hash":"h2_1279097404","id":2},{"text":"Page Layouts","hash":"h2_1167134402","id":3}]},"610":{"id":610,"text":"A roll-up summary field is used to calculate values from a set of related records. The child records must be directly related to the parent record through a master-detail relationship. To create a roll-up summary field, refer to Salesforce Help. In the CT Mobile app, the roll-up field will automatically display a value on a parent record based on the values of child records. There is no need to start the sync process when the child record values have been changed: these operators are supported: equals less than greater than less or equal greater or equal contains not equal to starts with between within (DISTANCE only) fields with these filed types are supported as criteria to filter records: Text Data Date/Time Currency Email Phone Picklist (several values) Time (recalculation only after synchronization) URL","title":"Roll-up Summary Fields","component":"ctmobile-android-2-0","version":"","name":"roll-up-summary-fields","url":"/ctmobile-android-2-0/ct-mobile-solution/recommendations-and-peculiarities/roll-up-summary-fields.html","titles":[]},"611":{"id":611,"text":"Salesforce provides Clickjack Protection on Site.com. To use this option along with the installed CT Mobile package: Configure Clickjack Protection settings. Follow the Salesforce guide here. Add your domain to the trusted domains to enable CT CLM features. After configuring Clickjack Protection functionality: Go to Setup → Security → Session Settings. In the Clickjack Protection section, check the required options. In the Trusted Domains for Visualforce and Survey Inline Frames section, click the Add Domain button. In the Domain field, enter the Domain name. To obtain the Domain name, go to Setup → Domains → copy Domain Name. In the IFrame Type field, select Visuaforce pages. Click Save. The setup is complete.","title":"Clickjack Protection Settings","component":"ctmobile-android-2-0","version":"","name":"clickjack-protection-settings","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/clickjack-protection-settings.html","titles":[{"text":"Add Domain to Trusted Domains","hash":"h2_482280866","id":1}]},"612":{"id":612,"text":"Table of Contents Create a Billing Account Create a Project Enable APIs and SDKs Waypoint Limits Get an API Key A Google Maps API key is a unique identifier used to authenticate a project making a call to the enabled API or SDK. For building routes and displaying nearby accounts in the CT Mobile app, specify the Google Maps API key according to your device platform on the CT Mobile Control Panel: General. To obtain the Google Maps API key, go to Google Cloud Platform Console: Before you start using the Google Maps Platform APIs and SDKs: sign in if you already have a billing account; sign up and create a billing account if you are a new user. To create a billing account, go to step 1 of the Get Started with Google Maps Platform guide or refer to the video How to create and attach a billing account to a Google Cloud Platform project. It is possible to create, modify, or close your Cloud Billing Account and to have several billing accounts. The project is the basis for managing services, credentials, billing, APIs, and SDKs. Project usage costs (for Google Cloud Platform and Google Maps Platform products) will be charged to the billing account linked with the project. To create a project, go to step 2 of the Get Started with Google Maps Platform guide, or follow the instructions here. It is possible to assign or remove a billing account for the existing project. To use Google Maps Platform, the APIs or SDKs you plan to use with your project should be specified. Please note that Google has pay-as-you-go pricing. To enable APIs and SDKs, go to step 3 of the Get Started with Google Maps Platform guide, refer to the video How to enable Google Maps Platform APIs and SDKs, or follow the instructions here. The following are required for using Google Maps on iOS devices: Maps SDK for iOS Directions API Geocoding API The following are required for using Google Maps in Geolocation Center in Salesforce: Maps JavaScript API Directions API Geocoding API Maximum allowed number of waypoints per request: 25 Using 1–10 waypoints is billed at the Directions SKU rate. Using more than 10 waypoints (11–25) is billed at the Directions Advanced SKU rate and can be configured for custom CT Mobile apps only. 50 requests per second, calculated as the sum of client-side and server-side queries. For using APIs and SDKs, it is necessary to obtain a Google Maps API key. To get, add, and restrict the API key, go to step 4 of the Get Started with Google Maps Platform guide, refer to the video How to generate and restrict API keys for Google Maps Platform, or follow instructions here for iOS devices and here for web sites. API key is unique for each bundle ID. Google recommends restricting the API key. Restrictions provide added security and help ensure only authorized requests are made with your API key. Since Google changed the restriction settings, and now users cannot restrict Directions API by using the bundle identifier, we kindly ask you not to set any restrictions in order to be able to build routes in the CT Mobile app. Select the condition and APIs to restrict the Google Maps API key. Application restrictions: None, if the restrictions are not applied. HTTP referrers (websites). Accept requests from the list of websites that you supply. IP Addresses (web services, cron jobs, etc.). Accept requests from the list of web server IP addresses that you supply. Android apps. Require package name and SHA-1 signing certificate fingerprint to restrict usage to Android applications. iOS apps. Accept requests from the iOS applications with the bundle identifier that is supplied. If you need to enforce more than one restriction, add a separate key with the required restriction. API restrictions API restrictions limit the usage of the API key to one or more APIs or SDKs. Requests to an API or SDK not associated with the API key will fail. The setup is complete. Now, you can use your Google Maps API Key to build routes and find nearby accounts in the CT Mobile app. Here is an example for iOS devices:","title":"Google Maps API Key","component":"ctmobile-android-2-0","version":"","name":"google-maps-api-key","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/google-maps-api-key.html","titles":[{"text":"Create a Billing Account","hash":"h2_1247614733","id":1},{"text":"Create a Project","hash":"h2_1591767480","id":2},{"text":"Enable APIs and SDKs","hash":"h2_131855740","id":3},{"text":"Waypoint Limits","hash":"h3_1529349083","id":4},{"text":"Get an API Key","hash":"h2_1263049274","id":5}]},"613":{"id":613,"text":"All information is divided into sections for your convenience: Remote Site Settings Manage Currencies Reference Object Person Accounts Clickjack Protection Settings CT Mobile Control Panel Custom Settings Google Maps API Key Metadata Archive List Views","title":"Configuration Guide","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/index.html","titles":[]},"614":{"id":614,"text":"A list view allows you to see a filtered list of records in the CT Mobile app. The list views are pulled from Salesforce and available in: offline objects, such as Accounts,Contacts, Opportunities, etc. reference fields, for example, for Accounts, Contacts,Opportunities, etc. the Routes module for the Activity objects the Nearby Accounts module for Account, Activity, and Contact objects the Calendar module for Activity and Account objects Some list views in CT Mobile do not come from Salesforce: All{Object Name} Last viewed Values are displayed based on the Last Viewed Date field retrieved from Salesforce. When a user opens a record in the CT Mobile app, the value in the Last Viewed Date field of this record is also changed, but this change will not be sent into Salesforce. List views are displayed above records in the left menu. Records (regardless of case) are displayed in the list views if they match the filter criteria, for example,Record and RECORD. The counter of records next to the list view name is only displayed if there are fewer than 5 000 records downloaded on the device. Otherwise, the counter is not shown.","title":"List Views","component":"ctmobile-android-2-0","version":"","name":"list-views","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/list-views.html","titles":[{"text":"List Views","hash":"h2_1312699748","id":1}]},"615":{"id":615,"text":"Use one or more currencies in the CT Mobile app. By default, Salesforce organizations use a single currency. To set a currency: Go to Setup → Company Settings → Company Information. Click Edit. Select the required currency in the Currency Locale picklist. Click Save. The setup Is complete. After setting the currency locale, all currency values are displayed in the selected currency on the records of the custom related lists, layouts, and mini-layouts. Please get familiar with the Salesforce considerations for Enabling Multiple Currencies. Enable multiple currencies to have the ability to manage the record currency: Go to Setup → Company Settings → Company Information. Click Edit. Select the Activate Multiple Currencies checkbox. Click Save. The setup is complete. The selected currency is displayed in the Currency ISO Code field as a three-letter code. After typing in the value, the currency selected as default will be displayed. If there are several active and available currencies for the mobile user, add the Currency ISO Code field on the mini-layout to have the ability to select the desired currency. Otherwise, the default currency from the Currency ISO Code field of a User record will be added. The currency code will be displayed on the layout, mini-layout, and in the custom related list. When currencies differ in the Currency ISO Code field of an open record and the User record: The value will be displayed according to the Currency ISO Code field of the record; The value from the Currency ISO Code field of the User record will be displayed in the parentheses according to the rate from Conversion Rates. Otherwise, the value will be displayed only according to the Currency ISO Code field of the record.","title":"Manage Currencies","component":"ctmobile-android-2-0","version":"","name":"manage-currencies","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/manage-currencies.html","titles":[{"text":"Single Currency","hash":"h2_1313381761","id":1},{"text":"Multi-Currency","hash":"h2_440549015","id":2}]},"616":{"id":616,"text":"CT Mobile app allows working with Person Accounts. Person Accounts store information about individual people by combining certain Account and Contact fields into a single record. To enable Person Accounts functionality: Enable Person Accounts for the Salesforce org. After Person Accounts is enabled, a Person Account record type is created. Assign the person account record type to user profiles. Go to CT Mobile Control Panel: General and enable Person Accounts for the appropriate user profile. Go to CT Mobile Control Panel: App Menu and add Account and Contact to the Selected list in the required order. The setup is complete. To view only appropriate records on the Related Accounts tab in the CT Mobile app, it is necessary to specify the Account Contact Relation object in the Reference Object API Name field. The Person Accounts records are listed in the Contacts menu item. Configure and assign a mini-layout for the Person Account record type to create new records; Configure list views for Person Accounts by including the Is Person Account field in the filter criteria. For activity management, correct operation of the Calendar module, and the CT Mobile app in general, the Activity objects must contain the relationships with the Contact object, available to a user.","title":"Person Accounts","component":"ctmobile-android-2-0","version":"","name":"person-accounts","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/person-accounts.html","titles":[{"text":"Enable Person Accounts","hash":"h2_693098374","id":1},{"text":"Using Person Accounts in the CT Mobile app","hash":"h2_1162752891","id":2}]},"617":{"id":617,"text":"In the CT Mobile package, administrators can specify the Reference object according to the business goals. To set up the Reference object: Go to the CT Mobile Control Panel: General tab. In the Reference Object API Name field, select the desired object. Click Save. The setup is complete. After the full synchronization, the setting is applied. As the Reference object, use the junction object between the Account and Contact objects. In the case of the incorrect object in the Reference Object API Name field, the field is considered empty. the standard Account Contact Relationship object To use this object, users should have the ability to relate a contact to multiple records. For more information, refer to Set Up Contacts to Multiple Accounts. When using the CT Pharma solution as the target system, CTPHARMA__Reference__c Any custom object with the field of the lookup type to the Account and Contact objects","title":"Reference Object","component":"ctmobile-android-2-0","version":"","name":"reference-object","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/reference-object.html","titles":[]},"618":{"id":618,"text":"To configure and work with the full functionality of the CT Mobile app, it is necessary to create additional remote sites. If My Domain is not configured, specify the following: Go t Setup → Security → Remote Site Settings. Click New Remote Site. In the Remote Site Name field, enter any name you like. In the Remote Site URL field, enter https://INSTANCE_NAME.salesforce.com. To obtain INSTANCE_NAME, go to Setup → Company Settings → Company Information → find the Instance field. Click Save. The remote site is added. Please note that Salesforce requires My Domain for Lightning Experience users. In this case, set up My Domain and add one more remote site: Go to Setup → Security → Remote Site Settings. Click New Remote Site. In the Remote Site Name field, enter any name you like. In the Remote Site URL field, enter the URL of the user’s organization. The URL must include the top-level domain, e.g., .com. To obtain the URL of the user’s organization, in Salesforce Classic, go to the Home page and copy the URL, for example, https://organization-name-dev-ed.my.salesforce.com/ Click Save. The remote site is added. Also, make sure that the CTCLM and CTCLMEditor remote sites are active. Otherwise, some functionalities of the CT Presenter will not work properly. The CTCLMRD remote site should be active for the Remote Detailing functionality.","title":"Remote Site Settings","component":"ctmobile-android-2-0","version":"","name":"remote-site-settings","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/remote-site-settings.html","titles":[]},"619":{"id":619,"text":"Table of Contents Determine Location Photo The Actions combo menu allows additional actions to be performed on a record details screen. Tap the Determine Location button to determine the current device location data for an Account or Activity record and write them into the specific field. When a mobile user has permission to edit records. When the mobile user has permission to edit the geolocation type field. A geolocation type field on the Activity objects used to store the geolocation of the activities. If the Start/Finish functionality is on Capture Geoposition is enabled, and a mobile user has forenamed permissions for a record of an Activity object, the geolocation is automatically captured and the Determine Location button is hidden. When a mobile user taps the Determine Location button, the map with the geolocation is displayed. Tap the Map Type button to select the appropriate type, for example, to manually add the new address. Add pictures to a record. Tap the Photo button to select one or several photos from the device gallery, or take a new one. The Photo button is available on any object—the records of Accounts,Contacts, and Activity objects: When a mobile user has permission to edit records. When a record is available for a mobile user according to Sharing Settings, for example, with Public Read/Write access, if there is a sharing rule, or if the access was granted manually. If the Start/Finish functionality is on and a mobile user has fore-named permissions for a record of an Activity object: When the activity was not started, a mobile user can view photos, but cannot take photos or choose photos from the device gallery. When the activity was started, a mobile user can take photos or choose photos from the device gallery.","title":"Actions","component":"ctmobile-android-2-0","version":"","name":"actions","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/actions.html","titles":[{"text":"Determine Location","hash":"h2_1355154294","id":1},{"text":"Photo","hash":"h2_62618674","id":2}]},"620":{"id":620,"text":"Tap the arrow at the top of the screen to move to the previous screens in the CT Mobile app. You can move by buttons to the following screens: The screens' history will be restored only after logging out. modules and menu items such as Home, Settings, Routes, Nearby Accounts, and Calendar. record screens, e.g., records of Accounts, custom Activities, Tasks, etc. web view of the selected dashboard in the Dashboards module.","title":"Back Button","component":"ctmobile-android-2-0","version":"","name":"back-button","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/back-button.html","titles":[]},"621":{"id":621,"text":"The compact layout is a standard Salesforce functionality of Salesforce to customize the record field display in the Salesforce mobile app and Lightning Experience. CT Mobile app uses compact layouts to form the title and subtitle of records in the related lists, for example, in the Calendar and Routes modules or on the Errors screen. The record title is the value of the first field in a compact layout, and the subtitle is the value of the second field in the compact layout, except for: if the first field has no value, the title is generated by the value in the field with the NameField=true attribute. if a user has no access to fields of the assigned compact layout, the title is generated by the value in the field with the NameField=true attribute if the field with the NameField=true attribute has no value, the title is generated by its ID (Salesforce ID or temporary ID in the application). Also, when a user taps on an Activity record on the calendar grid, values of all fields, which have been added to the assigned compact layout, will be displayed in the pop-up.","title":"Compact Layout","component":"ctmobile-android-2-0","version":"","name":"compact-layout","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/compact-layout.html","titles":[]},"622":{"id":622,"text":"Table of Contents The CT Mobile Replication Example Steps of the CT Moile Replication Process CT Mobile Replication is intended to save the consistency of the records available for the current user. With the configured and enabled CT Mobile Replication, the fast synchronization will take longer. For example, 100 records of the Account object with related Contacts and Activities were downloaded via full synchronization. Then, sharing rules for Accounts were modified on the Salesforce side, and some records became inaccessible, but some other records are now available for the current user. Therefore, any changes in the no longer available Account records will lead to errors, and the newly available records will not be downloaded on the device. Create a CT Mobile Replication setting to update Account and Contact records for the corresponding user during the fast or mixed synchronization. After performing the CT Mobile Replication setting, the appropriate records will be downloaded, and no longer available records will be hidden. To create the CT Mobile Replication setting: Go to Setup→ Custom Code → Custom Metadata Types. Click Manage Records next to CT Mobile Replication. Click New. Fill the following fields in: specify Label. specify Data in the Type field. by default, the package size is 300. specify Account in the Object Name field. specify Contacts in the Related Objects field. specify user ID(s) to apply the CT Mobile Replication setting to appropriate users or left the Affected Users field blank to apply the settings for all users. Click Save. The CT Mobile Replication is set up. Create and update record settings: The CT Mobile package does not have the logic of creating record settings when access rights to an object are updated in Salesforce. It is configured based on the customer’s requirements. The CT Mobile package includes the logic of updating record settings when metadata is altered in Salesforce. No additional development is required. To update nested parent records, you have to create a CT Mobile Replication setting for each parent-child pair, for example, in the case of the parent 1 → parent 2 → child structure, create the CT Mobile settings for the parent 1 → parent 2 pair and for the parent 2 → child pair. The steps: Create the CT Mobile Replication setting(s). to update records of the specific object, fill the clm__ObjectAPIName__c field in with the API name of the required object; to update records of parent and child objects with the master-detail relationship, add the API name of the parent object in the clm__ObjectAPIName__c field. Specify API name(s) of child objects in the clm__RelatedObjects__c field (separated by a comma, without blank spaces). to update records of objects with the lookup relationship, create separate CT Mobile Replication settings, and fill in the clm__ObjectAPIName__c field with the API name of the required object. Run the fast synchronization. The CT Mobile app requests the ID of all records of the object specified in the clm__ObjectAPIName__c field from Salesforce given the conditions in Related List Filters. The CT Mobile app compares the requested records with the records on the mobile device by ID. The records of the parent object: are downloaded by ID if they are not on the mobile device. are hidden if their IDs haven’t been found in step 3. The records of the child objects mentioned in the clm__RelatedObjects__c field: are downloaded by ID, given the conditions in Related List Filters, and according to the ID of the records of the parent object if they were downloaded. are hidden according to the ID of the records of the parent object if they were hidden.","title":"CT Mobile Replication: Use Cases and Steps","component":"ctmobile-android-2-0","version":"","name":"ct-mobile-replication-use-cases-and-steps","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/ct-mobile-replication-use-cases-and-steps.html","titles":[{"text":"The CT Mobile Replication Example","hash":"h2_478288222","id":1},{"text":"Steps of the CT Moile Replication Process","hash":"h2_1603776559","id":2}]},"623":{"id":623,"text":"Email templates are the standard Salesforce functionality that can be used for sending attachments of records. To use email templates in the CT Mobile app, they should be active and the mobile user should have access to appropriate email templates. A mobile user can send an email only to contacts who have a specified email address in Salesforce: fill out the standard Email field for the desired Contact record; if you use Person Accounts, fill out the standard Email field for the desired Person Account record. To send a letter with an attachment: Open the Notes & Attachments tab of the desired record. Long tap an attachment. Tap the Send button in the upper-right corner. Select an email template if needed. Select a recipient. Select an app, for example, Gmail, to send a letter. Edit the letter if needed. Tap to send the letter. The letter is sent. Get familiar with the considerations and guidelines when using Email Template Builder. In the Salesforce Classic, the Visualforce email templates are not supported. In the Lightning Experience, all email templates are supported except for the {{{Recipient.FirstName}}} markers. It may be needed to add the sender’s email to the trusted list of the mail service. For example, if you view the following:","title":"Email Templates","component":"ctmobile-android-2-0","version":"","name":"email-templates","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/email-templates.html","titles":[{"text":"Using Email Templates","hash":"h2_956967707","id":1},{"text":"Limitations","hash":"h2_1039046855","id":2}]},"624":{"id":624,"text":"Here you can find articles described the functionality of the CT Mobile app. Please assign the CT Mobile User permission set to all mobile users who work with the CT Mobile app. All information is divided into sections for your convenience: Mobile Application Modules Actions Back Button Search Email Templates Compact Layout CT Mobile Replication: Use Cases and Steps","title":"Mobile Application","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/index.html","titles":[]},"625":{"id":625,"text":"The Global Search button is located at the top of the Home screen and allows you to search records of objects added to the main menu. Search is carried out in the fields that are listed on the Search Results search layout and in the fields specified as the title and subtitle on the compact layout. The found records are displayed on the left side of the screen. This type of search is placed at the top of the records list in all objects added to the menu. The search button allows all records of the selected object to be searched. Search is carried out in the fields that are listed on the Search Results search layout and in the fields specified as the title and subtitle on the compact layout. The found records are displayed on the left side of the screen.","title":"Search","component":"ctmobile-android-2-0","version":"","name":"search","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/search.html","titles":[{"text":"Global Search","hash":"h2_80851391","id":1},{"text":"Search in Records","hash":"h2_477596190","id":2}]},"626":{"id":626,"text":"Table of Contents CT Mobile package v. 4.5 CT Mobile package v. 3.93 CT Mobile package v. 3.90 CT Mobile package v. 3.89 CT Mobile package v. 3.82 CT Mobile package v. 3.81 CT Mobile package v. 3.79 CT Mobile package v. 3.71 CT Mobile package v. 3.69 CT Mobile package v. 3.68 CT Mobile package v. 3.67 CT Mobile package v. 3.66 CT Mobile package v. 3.65 CT Mobile package v. 3.64 CT Mobile package v. 3.63 CT Mobile package v. 3.62 CT Mobile package v. 3.61 CT Mobile package v. 3.60 CT Mobile package v. 3.59 CT Mobile package v. 3.58 CT Mobile package v. 3.57 CT Mobile package v. 3.56 CT Mobile package v. 3.55 CT Mobile package v. 3.54 CT Mobile package v. 3.53 CT Mobile package v. 3.51.2 Here you could find a feature, the link to the corresponding article, and the CT Mobile package version since the feature is available. Important notes: If you update the CT Mobile package from a version below 3.50.2, you need to install version 3.50.2 (click to download), then version 3.50.3 (click to download), and after the current version of the CT Mobile package. Please note that the links are provided to update your production Salesforce environment. To update the safe environment, replace the path https://login.salesforce.com/... in the link with https://test.salesforce.com/... Since CT Mobile package version 3.54, the administrator credentials are not used. CT Mobile Control Panel 2.0: redesigned with a modern interface and enhanced usability to provide a smoother, more intuitive user experience. This version includes improved navigation, faster performance, and new features that make managing your tasks more efficient than ever before. If you are using an older version of the CT Mobile package and want to use Control Panel 2.0, first install the Intermediate Patch v. 3.99, and then update to package version 4.5. If the CT Mobile package is not installed in your environment, simply install version 4.5. New metadata scheduler. Metadata last modify date updating based on archive creation. Adding Flows into metadata archive based on archive component. Fixed missing metadata archive refresh date. Please remove the archive component custom metadata type before upgrading to this version. Fixed displaying Mini Layouts editing window. Fixed displaying fields in the Custom Details editing window. Please remove the archive component custom metadata type before upgrading to this version. Regarding migration of the metadata archive to the new infrastructure, the Authorize Heroku Service button has been added to the Tools tab of the CT Mobile Control Panel. After installing the CT Mobile package v. 3.89: Login to your Salesforce organization with the System Administrator profile credentials. Go to CT Mobile Control Panel → Tools. Click Authorize button next to Authorize Heroku Service. Click Allow in the appeared authorization window. Each user with the System Administrator profile must authorize the Heroku service before refreshing the metadata archive. Progress bar has been added under the Refresh metadata archive button in the CT Mobile Control Panel → Tools tab. Refresh CTM Settings and Remove metadata archive buttons have been removed from the CT Mobile Control Panel → Tools tab. Fixed creation multiple identical CTM Settings records for offline objects with related list filters. Fixed editing custom scenarios. Now you can specify a custom domain name for your meeting URL. The Available for Download checkbox is added to the application creation form. If selected, the presentation can be downloaded as PDF during the Self Detailing. Updated required permissions sets for CT Mobile users, who need to work with CLM presentations: CT Mobile User (edited); CT Mobile List View (new); CT Mobile Presenter (new). Fixed \"Error 404\" in Remote Detailing room for sandbox environments with enabled Salesforce Enhanced Domain. Save several audio records for the Remote Detailing meetings. This option is available only in the CT Mobile package v. 3.71. Fixed adding components to the metadata archive (also when using Archive Components custom metadata type). Saving audio recording on the corresponding Activity record. Fixed display of tracked user’s path on the map. Download the package from the App Exchange. UI fixes. The ability to activate the CG Cloud support to work with it in the CT Mobile app if the CG Cloud is configured in the Salesforce organization. A warning about the paid Remote Detailing feature is displayed for the first logging in. During the Activity creation, users will be notified if CLM presentations are not found on a server. The Terms Accepted attribute in the application statistics stores a participant’s agreement to the terms of use. During the Self Detailing meeting. The ability to use the ctm.secureQuery method in the CLM presentations to make secure requests to Salesforce data. Support the ctm.create and ctm.update methods in the CLM presentations. For user convenience: A message will inform the user that the CLM presentations are not added to the server. Only a maximum of 9999 of the most recently modified dashboards and a maximum of 1000 of the last most recently modified reports will be downloaded in the CT Mobile app during the sync process. Only records with the record types of the CT Mobile package will be deleted with the Refresh CTM Settings button. Fixed checking the profile permission to launch a Remote Detailing meeting. Fixed populating the reference field on the corresponding Application Stats record with the Activity record from which the Remote Detailing meeting was started. Fixed adding custom labels to the metadata archive. CT Presenter Fixed the Renew slides button operation when updating slides. UI fixes. The ability to select or manually add the value in the fields with the Date and Date/Time data type during creating a SOQL filter. New options to specify and add terms of use on the Welcome screen during the Remote Detailing or Self Detailing meeting. Currently, not in use. If the required remote sites are not activated, an error message will be displayed when a user tries to renew slides. The browser name and IP address will be stored in the statistics record for the presenter and participants. The ability to create a CLM presentation based on a ZIP archive with the images in JPEG or JPG format. Now, you can either specify components to collect or set the number of entities in one request to build the metadata archive. Contact our Customertimes team to get the additional information. Fixed the ability to download the metadata archive. The list of permissions has been updated with the User audit fields for the CT Mobile Administrator and CT Mobile User permission sets. Use the New settings only toggle to specify whether to store settings both in custom settings and as CTM Settings records or only as CTM Settings records. The ability to specify whether the participant is required to add the email to access the Remote Detailing meeting. The new parameter for future audio recording storage is added. For user convenience: A message will inform the user of the reason CLM presentations are not available for a Remote Detailing meeting. A message will inform the user that they do not have permission to launch a Remote Detailing meeting. The new audit field is intended to store the user’s device model for better customer support. The logic will be implemented in the next releases of CT Mobile apps. If the required remote sites are not activated, an error message will be displayed when a user tries to save a CLM presentation in Application Editor. If CLM presentations are not set for the Activity record, all active and available for Remote Detailing meetings CLM presentations will be available during the Remote Detailing session. To reduce sync time and use fast sync instead of mixed one, the metadata checker now only tracks reports and dashboards that have been added to the Home screen of the CT Mobile app or specified in a custom folder that starts with the CLM keyword. Fixed the availability of CLM presentations and slides: inactive CLM presentations and slides are now no longer available during a Remote Detailing meeting. We kindly ask you to refer to the Migration to Remote Detailing 2.0 article to set up the Remote Detailing 2.0 functionality. New CT Presenter connected app. The ability to add desired components in the metadata archive by specifying them using the corresponding custom metadata type. Contact our Customertimes team to get the additional information. Fixed an issue with refreshing the metadata archive when there are too many custom settings records. Performance improvement: Reducing the number of objects in the metadata archive. The new RD endpoint should be activated when installing or updating the CT Mobile package. Enhanced UI for the presenter and participants. The list of permissions has been updated for the CT Mobile Administrator and CT Mobile User permission sets. Security Update: specify the integration user to connect to the Self Detailing meeting and collect statistics. New direct links to access Remote Detailing and Self Detailing meetings. The ActivityProcessHandler class will check if only active and valid CLM presentations are specified for Activity objects. If not, the error message will be written in logs. For your convenience, use the Download metadata archive button to download the archive and send it to support in case of any issues. The maximum size of the .pdf and ppt(x) file for converting to CLM presentation has been enlarged up to 75 MB. New JS Bridge methods to manage audio and video on the presenter device. The error message will be displayed when a user loads an Attachment which size is more than 25 MB. Fixed an issue with a lack of user permissions to access the Sync Recovery functionality. Fixed deactivation of the Unfinished Activity Allowed option when the Start/Finish functionality is disabled. Fixed the trigger operation: add and activate the required trigger in the Trigger Settings. Fixed saving CLM presentation as PDF when the CLM presentation name contains invalid characters. Fixed the ActivityProcessHandler class errors when there are no actual values in the Link Field and Application List Field. Fixed compilation of metadata archive in case of larger data size. The metadata archive will not be rebuilt when changes are applied to objects that are not specified as offline objects. Improved Sync Recovery functionality: force insertion of records through the Proxy object option when these records contain errors that prevent these records from being inserted using the Direct access option. In the CT Mobile User and CT Mobile Administrator permission sets: The corresponding access to the Unfinished Activity Allowed field of Mobile Application Setup is added. The corresponding access to the Slide Zoom Enabled and Available Offline field of the Application object is added. During the installation of the package, the cloud token will be copied to the protected API Key custom setting. During the package installation, the Available Offline attribute of the Application object will be set as true for those CLM presentations that were available offline. If the Sync Recovery functionality is enabled and the Attachment record has a temporary Id of the parent record in the reference field, the attachment will be sent as a Proxy object to Salesforce. Specify the ability to leave the unfinished activity for users' profiles. The ability to activate the CT Sign module for the CT Mobile app. Due to security reasons, the Scheduled metadata check toggle and the Refresh metadata archive button are displayed only for users with the Modify All Data and Modify Metadata Through Metadata API Functions permission or with the assigned CT Mobile Administrator permission set. The Create button will be inactive if there is no field added when creating a mini layout. Fixes for the creation of custom related lists. Fixed the display of the settings on the CT Mobile Control Panel tabs for Safari users. The ability to work with the Custom Scenario Editor in Lightning Experience. Fixed the process of renewing slides if there is only one slide in the CLM presentation. Fixed attaching files to CLM presentations in Lightning Experience. In this release, the new CTM User Settings object is added to store list views created by the mobile user in the CT Mobile app. The required permissions are added in the CT Mobile User and CT Mobile Administrator permission sets. The ability to specify the ascending or descending order for records in the Routes module. The Remove metadata archive from server button is added to simplify the QA process. The ability to specify Bing Maps API Key for CT Mobile Windows and Google Maps API Key for CT Mobile Android to select Bing or Google Maps in the Routes module, in the Nearby Accounts module, and the Maps widget. Users of CT Mobile iOS with the enabled Start/Finish functionality may be given the ability to leave the unfinished Activity record to work with other functionalities. Display an error when renewing slides using the invalid cloud token. Only one mini-layout can be specified for record types and profiles. Fixed saving to handle changes of a large number of fields on the Calendar tab. Fixed the display of profile settings on the Calendar tab when selecting the profile in the Location field. Fixed the incorrect error text when something goes wrong while converting a ppt(x) or PDF file into a CLM presentation. Fixed the error text when renewing slides. Fixed the Back button behavior in the Application Editor: now, the corresponding CLM-presentation record opens instead of the Home page. The new private API key custom setting is used to store the cloud token and restrict user access to the cloud token following the Salesforce security policy. The Refresh metadata archive button is intended to replace the manual collecting of the metadata archive. The ability to use reference fields in SOQL filters. If the CT Orders module is available for at least one profile, the description for the CT Orders objects will be added to the metadata archive to provide offline the full CT Orders functionality. Metadata will be added to the metadata archive based on the CTM Settings records of the Offline Object record type to reduce the sync process time. Custom scenarios can be selected within the Remote Detailing session. Fixed display of several empty fields when creating a mini-layout. Fixed the picklist expanding. Fixed the behavior after clicking the Back button in the Lightning Experience. The list of the related lists for an offline object is no longer cached on the Offline tab. Fixed the related list editing. Fixed the Demo presentation creation in the Sandbox environments that are created based on the Production environment. The Show button to view the cloud token value. The Call Repeat Allowed option allows resuming the finished meeting. Statistics will be collected too. The indicator of the enabled attendee’s remote control is highlighted in red color for better visibility. The corresponding tab allows customizing the Remote Detailing and Self Detailing functionality in one place. For the users' convenience, the objects in the picklists are now sorted by label instead of API Names. The Refresh CTM Settings button helps to support consistency between CTM Settings and Custom Settings records in case of errors. The ability to add the CT Orders module to the CT Mobile app on the App Menu tab If the CT Orders package is installed. In Lightning Experience, add the Download as PDF button to the Applications tab for generating PDF files for several CLM presentations. Improved quality for slides generated from PDF or PPT files via Application Editor. The enhanced setup process for the Remote Detailing and Self Detailing functionality. In Lightning Experience, add the Remote Detailing button on the Application record to launch the Remote Detailing meeting. On the Attendee Details screen, the username field is now required for filling out. In the Salesforce Classic, the Remote Detailing and Self Detailing buttons are no more supported. To correctly apply lookup filters in the reference fields of the Event and Task records, the fullNames = Activity request is included in the CustomObject request used for metadata archive creation.","title":"CT Mobile Package Release Notes","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/news/ct-mobile-package-release-notes/index.html","titles":[{"text":"CT Mobile package v. 4.5","hash":"h2_1111809725","id":1},{"text":"CT Mobile package v. 3.93","hash":"h2_2032103072","id":2},{"text":"Fixes","hash":"h3_479845033","id":3},{"text":"CT Mobile package v. 3.90","hash":"h2_2032103073","id":4},{"text":"Fixes","hash":"h3_1844278829","id":5},{"text":"CT Mobile package v. 3.89","hash":"h2_466019125","id":6},{"text":"CT Mobile package v. 3.82","hash":"h2_466019130","id":7},{"text":"Fixes","hash":"h3_574533443","id":8},{"text":"CT Mobile package v. 3.81","hash":"h2_466019133","id":9},{"text":"Fixes","hash":"h3_1234198259","id":10},{"text":"CT Presenter","hash":"h4_1542142448","id":11},{"text":"CT Mobile package v. 3.79","hash":"h2_1225534012","id":12},{"text":"New Features and Improvements","hash":"h3_996290104","id":13},{"text":"Remote Detailing 2.0","hash":"h4_1348682521","id":14},{"text":"Fixes","hash":"h3_1617666980","id":15},{"text":"Remote Detailing 2.0","hash":"h4_668712022","id":16},{"text":"CT Mobile package v. 3.71","hash":"h2_1225534020","id":17},{"text":"New Features and Improvements","hash":"h3_1836748666","id":18},{"text":"Remote Detailing 2.0","hash":"h4_1434818080","id":19},{"text":"Fixes","hash":"h3_135984606","id":20},{"text":"Salesforce Metadata","hash":"h4_712316612","id":21},{"text":"CT Mobile package v. 3.69","hash":"h2_340549929","id":22},{"text":"New Features and Improvements","hash":"_new_features_and_improvements","id":23},{"text":"Remote Detailing 2.0","hash":"_remote_detailing_2_0","id":24},{"text":"Fixes","hash":"h3_473996418","id":25},{"text":"Geolocation Center","hash":"h4_739492627","id":26},{"text":"CT Mobile package v. 3.68","hash":"h2_340549930","id":27},{"text":"Fixes","hash":"h3_176171128","id":28},{"text":"Geolocation Center","hash":"h4_1926915344","id":29},{"text":"CT Mobile package v. 3.67","hash":"h2_506446746","id":30},{"text":"New Features and Improvements","hash":"h3_1527280195","id":31},{"text":"CT Mobile Control Panel","hash":"h4_487563059","id":32},{"text":"Remote Detailing 2.0","hash":"h4_421691643","id":33},{"text":"Salesforce Metadata","hash":"h4_1092799643","id":34},{"text":"CTM Settings","hash":"h4_196313523","id":35},{"text":"Fixes","hash":"h3_715488940","id":36},{"text":"Remote Detailing 2.0","hash":"h4_1111363625","id":37},{"text":"Salesforce Metadata","hash":"h4_160214840","id":38},{"text":"Geolocation Center","hash":"h4_71558689","id":39},{"text":"CT Mobile package v. 3.66","hash":"h2_340549920","id":40},{"text":"New Features and Improvements","hash":"h3_1623093173","id":41},{"text":"CT Mobile Control Panel","hash":"h4_2040784478","id":42},{"text":"Remote Detailing 2.0","hash":"h4_10826665","id":43},{"text":"CT Presenter","hash":"h4_682164092","id":44},{"text":"Salesforce Metadata","hash":"h4_1406712363","id":45},{"text":"Fixes","hash":"h3_301138596","id":46},{"text":"CT Mobile Control Panel","hash":"h4_311591702","id":47},{"text":"CT Mobile package v. 3.65","hash":"h2_340549918","id":48},{"text":"New Features and Improvements","hash":"h3_1552158643","id":49},{"text":"CT Mobile Control Panel","hash":"h4_904461181","id":50},{"text":"Remote Detailing 2.0","hash":"h4_222227263","id":51},{"text":"Salesforce Metadata","hash":"h4_1156290882","id":52},{"text":"CT Mobile package v. 3.64","hash":"h2_340549917","id":53},{"text":"New Features and Improvements","hash":"h3_1343580356","id":54},{"text":"Remote Detailing 2.0","hash":"h4_2102547473","id":55},{"text":"Salesforce Metadata","hash":"_salesforce_metadata","id":56},{"text":"Fixes","hash":"h3_1255333094","id":57},{"text":"Remote Detailing 2.0","hash":"h4_1988879136","id":58},{"text":"CT Mobile package v. 3.63","hash":"h2_1028401963","id":59},{"text":"New Features and Improvements","hash":"h3_831164937","id":60},{"text":"Remote Detailing 2.0","hash":"h4_1849100256","id":61},{"text":"Salesforce Metadata","hash":"h4_1876451588","id":62},{"text":"Fixes","hash":"h3_1916726505","id":63},{"text":"Salesforce Metadata","hash":"h4_774245335","id":64},{"text":"CT Mobile package v. 3.62","hash":"h2_62734598","id":65},{"text":"New Features and Improvements","hash":"h3_342117008","id":66},{"text":"Salesforce Metadata","hash":"h4_55753581","id":67},{"text":"CT Mobile package v. 3.61","hash":"h2_340549921","id":68},{"text":"New Features and Improvements","hash":"h3_1514381386","id":69},{"text":"Remote Detailing 2.0","hash":"h4_1241289621","id":70},{"text":"CT Mobile package v. 3.60","hash":"h2_340549922","id":71},{"text":"New Features and Improvements","hash":"h3_1136173210","id":72},{"text":"Remote Detailing 2.0","hash":"h4_1967550725","id":73},{"text":"CT Mobile Control Panel","hash":"h4_450444530","id":74},{"text":"CT Presenter","hash":"h4_1323263560","id":75},{"text":"Salesforce Metadata","hash":"h4_1836290107","id":76},{"text":"Fixes","hash":"h3_345134422","id":77},{"text":"General","hash":"h4_951662406","id":78},{"text":"CT Presenter","hash":"h4_1561221228","id":79},{"text":"Remote Detailing","hash":"h4_1279002041","id":80},{"text":"Salesforce Metadata","hash":"h4_484441276","id":81},{"text":"CT Mobile package v. 3.59","hash":"h2_300400937","id":82},{"text":"New Features and Improvements","hash":"h3_882286790","id":83},{"text":"CT Mobile Control Panel","hash":"h4_801880401","id":84},{"text":"CT Mobile package v. 3.58","hash":"h2_62734597","id":85},{"text":"New Features and Improvements","hash":"h3_2063884776","id":86},{"text":"CT Mobile Control Panel","hash":"h4_1905996708","id":87},{"text":"CT Mobile package v. 3.57","hash":"h2_62734608","id":88},{"text":"New Features and Improvements","hash":"h3_311035062","id":89},{"text":"CT Presenter","hash":"h4_1037895822","id":90},{"text":"Fixes","hash":"h3_1657955487","id":91},{"text":"CT Mobile Control Panel","hash":"h4_376114735","id":92},{"text":"CT Mobile package v. 3.56","hash":"h2_2026747377","id":93},{"text":"New Features and Improvements","hash":"_new_features_and_improvements_2","id":94},{"text":"CT Mobile Control Panel","hash":"_ct_mobile_control_panel","id":95},{"text":"Fixes","hash":"h3_453966740","id":96},{"text":"CT Mobile Control Panel","hash":"h4_639945830","id":97},{"text":"CT Presenter","hash":"_ct_presenter","id":98},{"text":"CT Mobile package v. 3.55","hash":"h2_907547183","id":99},{"text":"New Features and Improvements","hash":"h3_248816688","id":100},{"text":"CT Mobile Control Panel","hash":"h4_2027755424","id":101},{"text":"Activity Management","hash":"h4_1865396414","id":102},{"text":"CT Presenter","hash":"h4_1082669359","id":103},{"text":"Fixes","hash":"h3_1327364214","id":104},{"text":"CT Mobile Control Panel","hash":"h4_1786088387","id":105},{"text":"CT Presenter","hash":"h4_1443044053","id":106},{"text":"CT Mobile package v. 3.54","hash":"h2_62734609","id":107},{"text":"New Features and Improvements","hash":"_new_features_and_improvements_3","id":108},{"text":"CT Mobile Control Panel","hash":"h4_45068577","id":109},{"text":"Salesforce Metadata","hash":"h4_1036043893","id":110},{"text":"Remote Detailing","hash":"h4_2028405529","id":111},{"text":"Fixes","hash":"h3_112451824","id":112},{"text":"CT Mobile Control Panel","hash":"_ct_mobile_control_panel_2","id":113},{"text":"CT Mobile package v. 3.53","hash":"h2_62734604","id":114},{"text":"New Features and Improvements","hash":"_new_features_and_improvements_4","id":115},{"text":"CT Mobile Control Panel","hash":"_ct_mobile_control_panel_3","id":116},{"text":"Remote Detailing","hash":"_remote_detailing","id":117},{"text":"CT Mobile package v. 3.51.2","hash":"h2_62734605","id":118},{"text":"New Features and Improvements","hash":"h3_1642576463","id":119},{"text":"CT Mobile Control Panel","hash":"h4_82973874","id":120},{"text":"Applications","hash":"h4_1592714635","id":121},{"text":"Remote Detailing","hash":"h4_1401231549","id":122},{"text":"Fixes","hash":"h3_649865195","id":123},{"text":"Salesforce Metadata","hash":"h4_559203458","id":124}]},"627":{"id":627,"text":"To view metadata components included in the current installed CT Mobile version in your Salesforce org: Go to Setup → Apps → Packaging → Installed Packages. Click CT Mobile in the Package Name field. Click the View Components button. The list of metadata components opens. The list of metadata components that were removed from the CT Mobile managed package: Name Parent Object Type Available in Versions accountsubtitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 accounttitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 activity CTM Settings List View 3.33 activityrecordtype Mobile Custom DetailsSettings Custom Field 1.0 - 2.94 activitysubtitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 activitytitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 all Application List View 1.0 - 2.66 all Template List View 1.0 - 1.91 all Slide List View 1.0 - 1.91 all Widget List View 1.0 - 1.31 all Application List View 1.0 - 2.66 all Template List View 1.0 - 1.91 all Widget List View 1.0 - 1.31 base64code Widget Custom Field 1.31 - 2.55 calendar CTM Settings List View 3.33 casecommentid Application Custom Field 2.72 cloneapplication Application Button or Link 1.60 - 3.49 cloudservicesettingscontroller Apex Class 1.31 - 1.72 color Mobile Customization Custom Field 1.0 - 3.21 colorsettings CTM Settings List View 3.33 comments Custom Field 1.31 - 1.72 contactsubtitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 contacttitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 credentials CTM Settings List View 3.33 criteriafieldlabel Mobile Customization CustomField 2.59 - 3.21 customobjects Mobile Menu Settings Custom Field 1.61 - 3.1 customrelatedlist CTM Settings List View 3.33 deleteattrfieldapi Mobile Application Setup Custom Field 1.0 - 1.87 delorder Slide Custom Field 1.31 - 2.4 demoapp_sources Document 1.0 - 2.77 detalizationfieldapi Mobile Application Setup Custom Field 1.0 - 3.21 detalizationobjectapiname Mobile Application Setup Custom Field 1.0 - 3.21 detalizationrecordtypeapi Mobile Application Setup Custom Field 1.0 - 3.21 directory Application Record Type 1.1 - 3.1 isaccountdeleteallowed Mobile Application Setup Custom Field 1.0 - 1.87 isactive Custom Field 1.31 - 1.72 iscontactdeleteallowed Mobile Application Setup Custom Field 1.0 - 1.87 isrecorddeleteallowed Mobile Application Setup Custom Field 1.0 - 2.41 isshared Application Custom Field 1.34 - 1.47 istrial Application Custom Field 1.34 - 1.47 isweekstartsonsunday Mobile Application Setup Custom Field 1.88 - 2.4 jvm_visit_hvnt_location Custom Label 3.2 keyvalue Custom Field 1.31 - 1.72 leadid Application Custom Field 2.58 - 2.62 linklist CTM Settings List View 3.33 mainsettings CTM Settings List View 3.33 mapping CTM Settings List View 3.33 menu CTM Settings List View 3.33 menuorder Mobile Menu Settings Custom Field 1.31 - 3.1 menusettings Top Level Objects Custom Field 1.76 - 1.78 minilayout CTM Settings List View 3.33 mobilemenusettings Custom Object 1.31 - 3.1 offlineobjects CTM Settings List View 3.33 ownermac Application Custom Field 1.34 - 1.47 priority Custom Field 1.31 - 1.72 product Application Custom Field 2.42 - 2.44 product2id Application Custom Field 2.66 productcondition Mobile Custom Details Settings Custom Field 1.31 - 1.60 productid Application Custom Field 1.31 - 1.47 profileid Mobile Custom Details Settings Custom Field 3.16 publishapplication Application Button or Link 1.0 - 3.50 pushkey Mobile Application Setup Custom Field 1.0 - 1.87 pushmastersecret Mobile Application Setup Custom Field 1.0 - 1.87 referencesubtitleapifield Mobile Application Setup Custom Field 1.1 - 2.4 referencetitleapifield Mobile Application Setup Custom Field 1.1 - 2.4 remotedetailing CTM Settings List View 3.33 remotedetailing Application Button or Link 2.93 - 3.49 remotedetailing Slide Button or Link 2.97 - 3.49 selfdetailing Application Button or Link 3.8 - 3.49 settings Tab 1.31 - 2.41 settings Visualforce Page 1.31 - 3.50 sharedview Application Button or Link 2.87 - 2.91 showaccounts Mobile Menu Settings Custom Field 1.31 - 3.1 showcalendar Mobile Menu Settings Custom Field 1.31 - 3.1 showcalls Mobile Menu Settings Custom Field 1.31 - 3.1 showchatter Mobile Menu Settings Custom Field 1.31 - 3.1 showcontacts Mobile Menu Settings Custom Field 1.31 - 3.1 showcontent Mobile Menu Settings Custom Field 1.31 - 3.1 showdirectory Mobile Menu Settings Custom Field 1.31 - 3.1 showpresentations Mobile Menu Settings Custom Field 1.31 - 3.1 showquizzes Mobile Menu Settings Custom Field 1.31 - 3.1 showroutes Mobile Menu Settings Custom Field 1.31 - 3.1 slide Tab 1.0 - 1.91 standardrelatedlist CTM Settings List View 3.33 status Mobile Customization Custom Field 1.31 - 3.21 template Tab 1.0 - 1.91 test_mobilemenusettingscontroller Apex Class 1.34 - 3.1 test_multi Slide Custom Field 2.92 test_pick Slide Custom Field 2.92 testclmpackage Apex Class 1.0 - 1.3 testcurrency Application Custom Field 2.91 - 2.92 testnewslidecontroller Apex Class 1.0 - 1.3 testnewwidgetcontroller Apex Class 1.0 - 1.3 testtemplatecodefieldcontroller Apex Class 1.0 - 1.3 testwidgetwizardcontroller Apex Class 1.0 - 1.3 toplevelobjects Mobile Application Setup Custom Field 1.65 - 1.75 toplevelobjects Top Level Objects Custom Field 1.76 - 1.78 toplevelobjects Custom Object 1.76 - 3.1 uploadattachments Application Button or Link 2.63 - 2.76 url Custom Field 1.31 - 1.72","title":"List of Metadata Components Removed from CT Mobile Package","component":"ctmobile-android-2-0","version":"","name":"list-of-metadata-components-removed-from-ct-mobile-package","url":"/ctmobile-android-2-0/news/ct-mobile-package-release-notes/list-of-metadata-components-removed-from-ct-mobile-package.html","titles":[]},"628":{"id":628,"text":"Here we highlight the required actions due to Salesforce Releases affecting CT Mobile operation. Salesforce Update: Enable Multi-Factor Authentication Salesforce Winter '22 Release Salesforce Spring '21 Release Salesforce Winter '21 Release Salesforce Winter '20 Release: Critical Updates","title":"Salesforce Updates","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/news/salesforce-updates/index.html","titles":[]},"629":{"id":629,"text":"In the new release, Salesforce is restricting the login ability for users belonging to standard external Community profiles or Portal profiles. It means that users who are assigned to standard external profiles will not be able to log in into the customer’s Community or Portal unless the customer opted out or turned on the applicable preference in Communities or Site Settings prior to the release. ISV applications will not be accessible by such users. To avoid disruptions: Clone the standard Community/Portal profile(s) currently in use for login, change object permissions to meet their business needs, and re-assign active users to the new profile. If continued use of standard external profiles is required, go to Setup → Release Updates → activate Allow Users to Use Standard External Profiles to Self-Register and Log Into Communities and Portals. In the case of using standard external profiles in the test Apex classes or otherwise, update all components that refer to standard profiles if step 2 is not taken. The setup is complete. Also, the sync process has been optimized to support an updated security policy that affects users with a Partner Community license.","title":"Salesforce Spring '21 Release","component":"ctmobile-android-2-0","version":"","name":"salesforce-spring-21-release","url":"/ctmobile-android-2-0/news/salesforce-updates/salesforce-spring-21-release.html","titles":[]},"630":{"id":630,"text":"Salesforce prepares an update concerning the security of the Salesforce products. Since February 1, 2022, Salesforce will begin requiring customers to enable multifactor authorization (MFA) to access Salesforce products. For more information, go to: Announcement of the Future Requirements to Enable Multi-Factor Authentication (MFA) (published 15 March 2021) Salesforce Multi-Factor Authentication F.A.Q. MFA Quick Guide for Admins (for all Salesforce Products) (PDF) How to Roll Out Multi-Factor Authentication If you cannot meet the MFA requirement until February 1, 2022, you would not be aligned with the terms of the Salesforce usage agreement. If you have any questions regarding the MFA rollout, we recommend creating a case to Salesforce. Although the MFA requirement is contractual, and users should have the configured MFA when logging in through the user interface, starting February 1, 2022, users will not be blocked from logging into Salesforce unless MFA is configured. Salesforce will announce any features added in Salesforce Core for enforcement, and the enforcement will occur over several releases. We recommend reading Multi-Factor Authentication (MFA) Enforcement Roadmap. If you are planning a staged MFA rollout for different categories of users, Salesforce highly recommends starting with administrators because they control data and security within your Salesforce org. Since CT Mobile 2.1, all standard CT Mobile releases include the OAuth 2.0 protocol to meet MFA. If you are using the standard CT Mobile app from the App Store, no additional action is required on your part. If you are using the custom CT Mobile 2.1 or higher with the enabled OAuth 2.0, no additional action is required on your part. We notify you to perform the following actions: If you are using the custom CT Mobile 2.1 or higher and have disabled OAuth 2.0 by custom code, enable OAuth 2.0 to provide MFA. If you are using the standard CT Mobile 1.9.6 or custom CT Mobile below 2.1, do one of the following actions: Migrate to the latest version of the standard CT Mobile app. Enable OAuth 2.0 in your CT Mobile app by custom code.","title":"Salesforce Update: Enable Multi-Factor Authentication","component":"ctmobile-android-2-0","version":"","name":"salesforce-update-enable-multi-factor-authentication","url":"/ctmobile-android-2-0/news/salesforce-updates/salesforce-update-enable-multi-factor-authentication.html","titles":[{"text":"Important Notes","hash":"h2_868831931","id":1},{"text":"Prepare your CT Mobile to Salesforce Update","hash":"h2_1535437264","id":2}]},"631":{"id":631,"text":"Table of Contents Announced Critical Updates Impacted Functionality Recommended Actions Grant Permissions to Custom Settings Via Profile Settings Via Permission Set Settings Grant Permission to Custom Metadata Type Via Profile Settings Via Permission Set Settings Salesforce has announced two critical updates to be released at the beginning of 2020. The administrator of the CT Mobile package must perform additional configuration for the current profiles before the update is released, otherwise, the CT Mobile package’s proper functioning will be impossible. Require Customize Application permission for direct read access to custom settings Currently, users without Customize Application permission can read custom settings using different APIs that Salesforce provides. Following the \"secure by default\" approach, read access for users without Customize Application permission will be revoked with this update. The system administrator needs to perform the actions that are described in this article to allow access to custom settings to non-admin CT Mobile users (via profiles or permission sets). 3 January 2020 Require Customize Application permission for direct read access to custom metadata types Currently, users without Customize Application permission can read unprotected custom metadata types using different APIs that Salesforce provides. Following the \"secure by default\" approach, read access for users without Customize Application permission will be revoked with this update. The system administrator needs to perform the actions that are described in this article to explicitly grant access to custom metadata types to non-admin CT Mobile users (via profiles or permission sets). 17 February 2020 You can allow direct read access to custom settings and custom metadata types by editing: Profile settings. Configure each profile separately, or you can edit a permission set and assign it to all users you want to grant read access to. Permission Set settings. To avoid manually configuring a new permission set, assign the preconfigured permission sets to users or administrators and perform a full synchronization. Since all settings for the CT Mobile package are stored within the custom settings and custom metadata types, if the required permissions are not set for appropriate profiles, any type of synchronization will not be available. To avoid possible issues, we recommend you perform a test configuration for your package before the automatic updates take place. The update can be manually activated and rolled back after testing. Follow the instructions below to set up desired profiles and check proper package functioning. Use the sandbox to perform testing. If you encounter any issues, please, address them to Salesforce support immediately. To set up permissions or direct read access to custom settings for a profile: Go to Setup → Users → Profiles. Click Edit next to a profile you want to configure. Go to the Enabled Custom Setting Definitions Access section. Click Edit. Select the following Available Custom Setting Definitions from the list: all package custom setting definitions with the CT Mobile prefix; all project-specific custom setting definitions (any additional non-package custom settings added by the company’s admin); the Digital Signature Settings custom setting definition (if the Documents module is used on your project). Click Add. Click Save. The setup is complete. Assign the newly configured profile to the required users. To set up permissions for direct read access to custom settings for a permission set: Go to Setup → Users → Permission Sets. Select a permission set that you want to configure, or create a new permission set. On the Permission Set Overview page that opens, scroll to the Apps section and click Custom Settings Definitions. On the next page, click Edit next to the Custom Settings Definitions. Select the following Available Custom Setting Definitions from the list: all package custom setting definitions with the CT Mobile prefix; all project-specific custom setting definitions (any additional non-package custom settings added by the company’s admin); the Digital Signature Settings custom setting definition (if the Documents module is used on your project). Click Add. Click Save. The setup is complete. Assign the newly configured permission set to the required users. To set permission for direct read access to custom metadata types for a profile: Go to Setup → Users → Profiles. Select a profile. Go to the Enable Custom Metadata Type Access section. Click Edit. Select the following Available Custom Metadata Types: package metadata types: CT Mobile.clm.CT Mobile.Replication CT Mobile.clm.CT Mobile.Workflow CT Mobile.clm.CT Mobile.Workflow Step all project-specific metadata types (any additional non-package metadata types). Click Add. Click Save. The setup is complete. Assign the newly configured profile to the required users. To set up permission for direct read access to custom metadata types for a permission set: Go to Setup → Users → Permission Sets. Select a permission set that you want to configure, or create a new permission set. On the Permission Set Overview page that opens, scroll to the Apps section and click Custom Metadata Types. On the next page, click Edit next to the Custom Metadata Types. Select the following Available Custom Metadata Types: package metadata types: CT Mobile.clm.CT Mobile.Replication CT Mobile.clm.CT Mobile.Workflow CT Mobile.clm.CT Mobile.Workflow Step all project-specific metadata types (any additional non-package metadata types). Click Add. Click Save. The setup is complete. Assign the newly configured permission set to the required users.","title":"Salesforce Winter '20 Release: Critical Updates","component":"ctmobile-android-2-0","version":"","name":"salesforce-winter-20-release-critical-updates","url":"/ctmobile-android-2-0/news/salesforce-updates/salesforce-winter-20-release-critical-updates.html","titles":[{"text":"Announced Critical Updates","hash":"h2_1033053122","id":1},{"text":"Impacted Functionality","hash":"h3_1457068314","id":2},{"text":"Recommended Actions","hash":"h3_1936122314","id":3},{"text":"Grant Permissions to Custom Settings","hash":"h2_1632814593","id":4},{"text":"Via Profile Settings","hash":"h3_215964704","id":5},{"text":"Via Permission Set Settings","hash":"h3_1992642846","id":6},{"text":"Grant Permission to Custom Metadata Type","hash":"h2_1934844072","id":7},{"text":"Via Profile Settings","hash":"h3_1572484603","id":8},{"text":"Via Permission Set Settings","hash":"h3_1394622334","id":9}]},"632":{"id":632,"text":"Due to Salesforce does not support the Private Browsing mode (Incognito) in Lightning Experience, do not use this mode in any browser when working with the CT Mobile Control Panel. Otherwise, set up third-party cookies to use the CT Mobile package features in Lightning Experience via the incognito mode. For example, if you are using Google Chrome, follow the instructions here.","title":"Salesforce Winter '21 Release","component":"ctmobile-android-2-0","version":"","name":"salesforce-winter-21-release","url":"/ctmobile-android-2-0/news/salesforce-updates/salesforce-winter-21-release.html","titles":[]},"633":{"id":633,"text":"In this release, Salesforce enforces the scope of an OAuth token used to authenticate a Lightning app. The scope of an OAuth token is defined in a connected app. This change prevents a Lightning app from using OAuth tokens with unintended permissions. The OAuth scope should be set to one of the following values, depending on your app’s requirements. Allow access to Lightning applications (lightning) Provide access to custom applications (visualforce) Provide access to your data via the Web (web) Full access (full). Use this option only if none of the other options are sufficient. The CT Mobile and CT Presenter connected apps have full access, which means no actions are required to prepare for this update.","title":"Salesforce Winter '22 Release","component":"ctmobile-android-2-0","version":"","name":"salesforce-winter-22-release","url":"/ctmobile-android-2-0/news/salesforce-updates/salesforce-winter-22-release.html","titles":[]},"634":{"id":634,"text":"Initially, the records are grouped in alphabetical order. You can rearrange the records according to the selected field. To group the records: Go to CT Mobile Control Panel: App Menu. Select the required profile in the Location picklist. TIP: General Settings will be applied to all profiles without individual settings. Select an object from the Selected list. In the Group records by picklist, select a field for grouping. Select ascending/descending records grouping order. Click Save. Perform fast synchronization on the mobile device to apply changes. Records are grouped according to the specified field.","title":"Grouping Records","component":"ctmobile-android-2-0","version":"","name":"grouping-records","url":"/ctmobile-android-2-0/quick-reference-guides/app-menu/grouping-records.html","titles":[]},"635":{"id":635,"text":"Configure the main menu items and their order: Go to CT Mobile Control Panel: App Menu. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Using drag-and-drop add the desired objects from the Available list to the Selected list. The Available list contains all offline objects. You can drag and drop objects between the lists. All objects in the Selected list will be available in the main menu in the same order. Please make sure that the current profile has at least View permissions for the selected objects. You can review the profile’s permissions in Setup → Users → Profiles. Use the search to find the objects in the Available list by typing in the label or API name of the desired object. Click the button to open the Add menu item tool and select the desired additional modules. Arrange menu items in the Selected section. Click Save. Perform the full synchronization on the mobile device to apply settings. The setup is complete. If a mobile user is using CT Mobile on their smartphone, they can collapse or expand the main menu by swiping left or right.","title":"App Menu","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/quick-reference-guides/app-menu/index.html","titles":[]},"636":{"id":636,"text":"The Settings screen allows you to manage additional functions and control individual options. The full name and username are displayed at the top of the screen The application version is displayed at the bottom of the screen. Available buttons: Full Synchronization. Tap to launch the first full or mixed synchronization. Save changes. Tap to save all application data and users who logged in to the CT Mobile app, including attachments, as a ZIP file in the Downloads folder on the mobile device. Action logs. Tap to view sync logs of the last synchronization. Log out and Erase. Tap to log out from the CT Mobile app. Some additional functionalities are hidden. Tap the number of the CT Mobile version to display the hidden buttons. Send database. Tap to create a ZIP archive with the app database and send it via the standard Share menu on Android devices. Delete the database if exist. Tap to erase the database.","title":"Application Settings","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/quick-reference-guides/application-settings/index.html","titles":[]},"637":{"id":637,"text":"Log out may be required in the following cases: Log in as another user. Log in to another organization. If you have updated some records, but do not want to send these updates to Salesforce. Full synchronization malfunction. The current user’s database will be erased from a mobile device. The database will remain in Salesforce to upload again. To log out: Tap Settings in the application main menu. Tap Log out and Erase. The current user logged out, and the login screen opens.","title":"Log Out","component":"ctmobile-android-2-0","version":"","name":"log-out","url":"/ctmobile-android-2-0/quick-reference-guides/application-settings/log-out.html","titles":[]},"638":{"id":638,"text":"In compliance with Salesforce security policy and since the CT Mobile package v. 3.54: The administrator credentials are no more in use to retrieve metadata during the synchronization. User access to the cloud token is restricted. Now, the cloud token is written to the protected API Key custom setting and retrieved by the web service. As before, administrators could view and refresh the cloud token value on the CT Mobile Control Panel: Tools. Consider the following while working with the CT Mobile package v. 3.54 and higher: The administrator credentials are no more available on the CT Mobile Control Panel: Tools tab and are no more in use to download metadata on the user’s device. The metadata archive should be built. This allows all the necessary metadata to be downloaded to the user’s device for the CT Mobile app to work properly offline. Enable Metadata Checker or click the Refresh metadata archive button to build the metadata archive. Please note that the process will take some time. The cloud token is required to download the metadata archive during the synchronization on the user’s device. If the cloud token is invalid or there is no metadata archive, the CT Mobile app downloads metadata using the user’s credentials. Validation rules, dashboards, and some operations in formulas will not be available offline. Please get familiar with the comparison table of functionalities available for users according to their devices platforms and versions of the CT Mobile package and app. Device Platform iOS Windows Android Android 2.0 CT Mobile Package v. 3.54 and higher below v. 3.54 v. 3.54 or higher below v. 3.54 below v. 3.54 any version CT Mobile App v. 2.4 below v. 2.4 any version v. 1.3 below v. 1.3 any version any version any version Administrator Credentials No No Yes No No Yes Yes No Metadata Archive Yes Yes Yes Yes Yes Yes No Yes Cloud Token from API Key Yes No No Yes No No No No Cloud Token from Mobile Application Setup No Yes Yes No Yes Yes Yes Yes","title":"CT Mobile Managed Package Update to v. 3.54","component":"ctmobile-android-2-0","version":"","name":"ct-mobile-managed-package-update-to-v-3-54","url":"/ctmobile-android-2-0/quick-reference-guides/installing-ct-mobile-package/ct-mobile-managed-package-update-to-v-3-54.html","titles":[]},"639":{"id":639,"text":"Salesforce Edition Enterprise, Unlimited, Force.com, Developer, Performance Here you can find how to install the CT Mobile package and further actions to take. If you want to install a version of the CT Mobile package below the available one on the AppExchange, please contact the Customertimes team. If you install one of the versions below, please click the link to learn more: CT Mobile Managed Package Update to v. 3.54 To install the CT Mobile package: Follow the direct link to the managed CT Mobile package on the AppExchange site. Click Get It Now. Select the Installation type. Install in Sandbox installation type requires production org credentials. Regardless of installation type, you can use the CT Mobile package for 30 days in trial mode. Read the installation details, agree with the terms and conditions, and click Confirm and Install. Select the security level of installation and click Install. It is recommended to select Install for Admins Only security level. An org can contain numerous profiles. It may be unwise to give admin permissions to all the users. Admin can set the permissions for specific users after the package installation. Grant access to the third-party websites and click Continue. These third-party websites are the servers used to store and edit presentation components. It will take some time for the CT Mobile package to install. You will receive the email at the specified email address when the process is finished. To view and manage the installed package: From the gear icon, click Setup. Type Installed Packages in the Quick Find search box and select Installed Packages. After the CT Mobile package installation: Please set up the required remote sites. Assign CT Mobile license to users. Specify permissions to users: check that the user’s profile has permission to read or edit necessary objects and fields. assign required permission sets to users according to their roles. Ensure that all required objects are available offline and use SOQL filters to reduce the synchronization time and the amount of data to download. Download the CT Mobile app. Log in to the CT Mobile app using your Salesforce credentials. Perform the first full synchronization.","title":"Installing CT Mobile Package","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/quick-reference-guides/installing-ct-mobile-package/index.html","titles":[{"text":"Install the CT Mobile Package","hash":"h2_937630457","id":1},{"text":"Further Steps","hash":"h2_1608664667","id":2}]},"640":{"id":640,"text":"Table of Contents Add Offline Objects Set up Permissions to Offline Objects and Standard Related Lists Set up SOQL Filters Offline Objects Standard Related Lists Specify objects that should be available offline, customize user permissions, and add and configure standard related lists. This article describes how to configure offline objects and standard related lists. To configure a custom related list, refer to Custom Related Lists. Remote site settings should be specified. To add an object to work with it in the CT Mobile app: Go to CT Mobile Control Panel: Offline Objects. Select the required profile in the Location picklist. General Settings will be applied to all profiles without individual settings. Using drag-and-drop add the desired objects from the Available list to the Selected list. The Available list contains all objects, but only objects in the Selected list will be available offline. Please make sure that the current profile has at least View permission for the selected objects. You can review the profile’s permissions in Setup → Users → Profiles. By default, the Available list contains only the objects with the page layouts. Enable the Advanced List option to also display objects without page layouts. Enter the label or API name of the desired object in the Search box to find it in the Available list. To display objects in the desired order in the CT Mobile app menu, re-order them in the Selected list. Click Save. The setup is complete. These settings cannot overcome the user’s profile permissions. To set up permissions for the offline object: Click the offline object in the Selected list. The Object Permissions options appear on the right side of the screen. In the Object Permissions section, use toggles to grant permission to create and delete records of the offline object. This permission will not affect the ability to create or delete a record of the current object in the Related Lists section of another offline object. For example, if you restricted the creation of a Contact record in the Object Permission section, you may allow creating the Contact records in the Related Lists section of the Account object. In the Related Lists section: For more information, refer to Standard Related Lists. Select the record type of the offline object from the drop-down list of record types available for the user profile. Use toggles to grant permission to create and delete records of the standard related lists. Click Save. The permissions are set. SOQL filters are available both for offline objects and standard related lists. Click the SOQL filter icon to specify the required criteria. Use SOQL filters to sort the records of selected offline objects and download only those records that meet the criteria to your mobile device. To set up a SOQL filter: In the Object Permission section, click the setup icon next to the offline object. In the Query Editor window, add criteria by specifying a field, operator, and required value. All SOQL syntax is supported. Click Add new filter criteria to add a new line if required. Enable the Filter logic and define the criteria logic, e.g., 1 and 2 or 3. Click Save. The SOQL filter is configured. Here is an example with the SOQL subquery. WHERE AccountId__c IN (SELECT Id FROM Account WHERE isActive__c = true) Currently, SOQL filters are not applied to standard related lists. To set up a SOQL filter: Click the setup icon next to the desired standard related list. In the Query Editor tab, add criteria by specifying a field, operator, and required value. Filter criteria for related lists are carried out in the CT Mobile app and do not support full SOQL syntax from Salesforce. Specify the simple criteria. Click Add new filter criteria to add a new line if required. Enable the Filter logic and define the criteria logic, e.g., 1 and 2 or 3. Click Save. The SOQL filter is configured. Here are some examples: WHERE Boolean__c = true limit 10 order by StarDate__c desc limit 10","title":"Managing Offline Objects","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/quick-reference-guides/managing-offline-objects/index.html","titles":[{"text":"Add Offline Objects","hash":"h2_1551357854","id":1},{"text":"Set up Permissions to Offline Objects and Standard Related Lists","hash":"h2_1747811907","id":2},{"text":"Set up SOQL Filters","hash":"h2_879469097","id":3},{"text":"Offline Objects","hash":"h3_1468985423","id":4},{"text":"Standard Related Lists","hash":"h3_264512811","id":5}]},"641":{"id":641,"text":"A reference field contains an Id value that points to a unique record on another object. A reference field may be a field with the lookup or master-detail relationship. A mobile user can specify a value for the lookup or master-detail relationship field by searching or creating a record. Search is carried out in the fields that are listed on the Search Results search layout. To find a record: Enter a text in the Search box to find a downloaded record. In the search results, tap a record you want to specify in the reference field. Tap the list view name to select another list view. Tap the Plus button to create and add a new record to the reference field by using a mini layout. Tap the Clear button to clear the value from the reference field. If a reference field is empty, the Clear button is not displayed. Lookup filters restrict the valid values and lookup dialog results for the reference field. To create a lookup filter, refer to Salesforce Help. Lookup filter can be required or optional: Required filter Only the records that match the lookup filter criteria are available when a user fills out the reference field. Optional filter All object records are available when a user fills out the reference field. Records that do not match the lookup filter criteria are highlighted in red color.","title":"Reference Fields","component":"ctmobile-android-2-0","version":"","name":"reference-fields","url":"/ctmobile-android-2-0/quick-reference-guides/managing-offline-objects/reference-fields.html","titles":[{"text":"Online Record Search","hash":"h2_428206654","id":1},{"text":"Lookup Filters","hash":"h2_321327715","id":2}]},"642":{"id":642,"text":"Mobile Layout is a special type of layout dedicated to mobile device usage. To apply a mobile layout, follow the steps: The standard assigned page layout will be used in case there is no configured mobile layout. Create an inactive mobile record type. Create a mobile layout. Assign the mobile layout to a record type for a specific profile. A mobile layout has the Maps widget. In order to use the mobile layout in the CT Mobile app, it is necessary to create an additional inactive record type for the existing active record type. To create the mobile record type: Go to Setup → Object Manager → the Contact object → Record Types. Click New. Enter the following parameters: In the Existing Record Type picklist, select the required record type. In the Record Type Label field, type in the label, e.g., Mobile Record Type. In the Record Type Name field, enter the API name in the following format: Mobile_API-name of the record type. To find out the API name go to Setup → Object Manager → object (e.g.,Contact ) → Record Types → select a record type → read the Record Type Name field. For example, if the Contact object has the Doctor record type create an inactive record type with the Mobile_Doctor API name. Make sure the Active checkbox is disabled. Click Next. Click Save. The mobile record type is ready. To create a mobile layout: Go to Setup → Object Manager → the Contact object → Page Layouts. Click New. Enter the following parameters: In the Existing Page Layout picklist, select a required layout. In the Page Layout Name field, type in a name for layout (e.g., Mobile Doctor Layout). Click Save. The mobile layout is created. In case you have several mobile layouts for a single record type, and you need to allocate them for different profiles, use the Page Layout Assignment table. To assign a mobile layout to a profile: Go to Setup → Object Manager → select an object → Page Layouts. Click Page Layout Assignment. Click Edit Assignment. Select one or several record types for required profiles. Select a profile in the Page Layout To Use picklist. Click Save. The mobile layout is assigned.","title":"Mobile Layouts","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/quick-reference-guides/mobile-layouts/index.html","titles":[{"text":"Creating the Mobile Record Type","hash":"h2_959581907","id":1},{"text":"Creating the Mobile Layout","hash":"h2_1436774974","id":2},{"text":"Page Layout Assignment","hash":"h2_1961857618","id":3}]},"643":{"id":643,"text":"The Maps widget allows you to display a map fragment with an object location. To specify the Google Maps API key. Generate the Google Maps API key. Go to CT Mobile Control Panel: General and insert the API key in the Google Maps Android API Key field. Click Save. The setup is complete. The Maps widget can display Accounts on the map using address information from the specific field: CT Mobile checks if there is geolocation data in the field with the geolocation type. If the geolocation data is empty, the location will be set according to the address in the field with the formula type. field with the Geolocation type to store geolocation data such as account coordinates. field with the Formula type to store an account address as text and geocoding. Currently, geocoding is not supported. To set an account address: Go to Setup → Object Manager → the Account object. Click Fields & Relationships. Create a new field. To use account coordinates, create a field with the Geolocation type. To use geocoding, create a field with the Formula type. Go to CT Mobile Control Panel: General: In the Account Geolocation Field field picklist, select the field with the Geolocation type. In the Account Full Address Field field picklist, select the field with the Formula type. Click Save. The setup is complete. To add the Account to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Drag and drop Accounts from the Available column to the Selected. Click Save. The setup is complete. To add the Maps widget to the mobile layout: Go to Setup → Object Manager → select the Account object. Click Page Layouts and select the mobile layout. Drag and drop the Section element to the area below the Address section. In the Section Properties window, enter MAPS in the Section Name field, and select the 1-Column layout. Ensure that the Display Section Header On checkbox is enabled. Do not translate the MAPS section name. It is responsible for displaying Dashboards on the mobile layout and should be left intact. Click OK. Drag and drop the Blank Space element below the MAPS element. Click Save. The Maps widget is configured. Use the Determine Location button to determine the current device location data.","title":"Mobile Layouts: Maps","component":"ctmobile-android-2-0","version":"","name":"mobile-layouts-maps","url":"/ctmobile-android-2-0/quick-reference-guides/mobile-layouts/mobile-layouts-maps.html","titles":[{"text":"Specify Google Maps API Key","hash":"h2_1790847128","id":1},{"text":"Specify Account Address","hash":"h2_1795365318","id":2},{"text":"Add Accounts to the Menu","hash":"h2_1309855414","id":3},{"text":"Add Maps to the Mobile Layout","hash":"h2_913548954","id":4}]},"644":{"id":644,"text":"Table of Contents Adding a Tab Adding a Section Set up the mobile layout by dividing it into tabs that have sections with the required fields. To add a tab to the mobile layout: Go to Setup → Object Manager → select an object. Go to Page Layouts and click the required one. Drag and drop the Section element to the Contact Detail area. In the Section Properties window: enter Address in the Section Name field; select the 1-Column layout. Click OK. Drag and drop the Blank Space element below the Address tab. Click Save. The tab is added to the layout. To add the section: Drag and drop one more Section element below the Address tab. Enter the section name and select the 1-Column layout. Click OK. You can disable the section name visibility with the Display Section Header On checkboxes. Drag and drop the Shipping Address field and other desired fields below the section element. Add another section with the Billing Address field. Click Save. The added sections are now will be available on the Address tab.","title":"Mobile Layouts: Tabs and Sections","component":"ctmobile-android-2-0","version":"","name":"mobile-layouts-tabs-and-sections","url":"/ctmobile-android-2-0/quick-reference-guides/mobile-layouts/mobile-layouts-tabs-and-sections.html","titles":[{"text":"Adding a Tab","hash":"h2_276819527","id":1},{"text":"Adding a Section","hash":"h2_1835019347","id":2}]},"645":{"id":645,"text":"By default, the columns' widths of standard and custom related lists are spread evenly along the working area. Customize column width if needed. The actual metadata is required to successfully apply the settings. This setting is applied to fields in standard related lists. To specify the columns' width: Go to Setup → Object Manager and select the object. In Fields & Relationships, click a field and then click Edit. In Description, type in the value: ctmobile.columnWidth(X) where X is an integer between 0 and 100 %. Click Save. The configuration is completed. Perform the full synchronization to apply the changes. If a related list consists of several columns, the non-configured columns will be spread evenly along the rest of the working area. This setting is applied to fields in custom related lists. To specify the columns' width: Go to CT Mobile Control Panel: Custom details. Click next to the custom related list to open its settings. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. . Enable the Adjust Width switch to reveal the columns' widths setting. . Define the widths of columns. . Click Save. The configuration is completed. Perform the full synchronization to apply the changes. If a custom related list consists of several columns, the non-configured columns will be spread evenly along the rest of the working area. Please read the best practices for the Sync Recovery setting. The 0 value means that the column is not affected by width setting, i.e., it will occupy the rest of the working area. The 100 value means that the column will squeeze out all the other columns from the working area. If the total sum of values is greater than 100, then the columns' widths setting is not applied to the related list. If the total sum of values is less than 100, the rest percentages are divided into the number of columns and added to the width value of each column. If the setting is applied only to some columns, and the total sum of values is less than 100, the rest percentages are spread evenly among the non-configured columns. The setting can take a value of an integer between 0 and 100. If this requirement is not met, the setting is not applied.","title":"Columns' Widths for Standard and Custom Related Lists","component":"ctmobile-android-2-0","version":"","name":"columns-width-for-related-lists","url":"/ctmobile-android-2-0/quick-reference-guides/related-lists/columns-width-for-related-lists.html","titles":[{"text":"Configuring Column Width in Field Properties","hash":"h2_1558356468","id":1},{"text":"Configuring Column Widths on the CT Mobile Control Panel","hash":"h2_947661563","id":2},{"text":"Important Notes","hash":"h2_868831931","id":3}]},"646":{"id":646,"text":"Create and manage several tabular forms to display data in the CT Mobile app. Create a Custom Related List Edit a Custom Related List Change Tab Name Change Tab Order Edit Fields of the Custom Related List in the CT Mobile app The objects and their record types should be previously configured. The mobile user should have permission to read the related list object. To create a custom related list: Go to CT Mobile Control Panel: Custom details. Click Create. Type in the tab name in the header of the form. This name will be used as a tab name. Also, you can set a custom label for the related list tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Select an object in the Parent Object field. Select a record type of the object of step 5 in the Parent Object Record Type field. Select a related object of the object of step 5 in the Data Object Name field. Some Data Objects can have several lookup fields. In this case, the Lookup drop-down list will appear, allowing you to select one of the fields. Select the record type of the linked object of step 7 in the Data Record Type field. The Data Record Type field is optional. You can leave it blank. In this case, you will be offered to select a record type, when creating a new record in the custom related list. Define the following: Create/Delete permissions. Influence the ability to create and/or delete records on the custom related list tab. Drilldown. Enable the setting to add the option of opening the record details screen. Adjust Width. Enable the option and specify the column width in the percentages for each field. Not applicable. SOQL Filter. An additional switch will be added to the tab if the filter is used. Toggle the switch to display only the filtered records or the full list of records on the tab. Not applicable. Click Add a new field to form a column. Select a field from the drop-down list. Define the Read Only and the Required options for the fields. If the updateable attribute has a false value, this field will be read-only even if the Read Only attribute has not been selected. If the nillable attribute has a false value, this field will be required to fill in even if the Required attribute has not been selected. Click Create. Click Save. The custom related list is configured. Perform a synchronization to apply the changes. Click next to the required custom related list to edit it. Click next to the required custom related list to remove it. If there is only one custom related list, the tab and the subtab on it will be named the same as the list. If there are two and more custom related lists, the tab will have the Detailing name with subtabs named the same as custom related lists. To change tab name: Create a custom label for the related list tab and translate it if required. Click Setup → Custom Code → Custom Settings. Click Manage next to Mobile Custom Details Settings. In the Tab Label field, specify $Label.label_name, where label_name is the name of the required Custom Label. Click Save. The setup is complete. To change the tabs order: Click Setup → Custom Code → Custom Settings. Click Manage next to Mobile Custom Details Settings. Specify the number in the Tab Order field. Click Save. The setup is complete. To edit fields in the CT Mobile app: For the current user profile, specif permission to edit an object, which records are displayed in the custom related list. Specify permission to edit the custom related list. Specify permission to edit for the required field. The setup is complete.","title":"Custom Related Lists","component":"ctmobile-android-2-0","version":"","name":"custom-related-lists","url":"/ctmobile-android-2-0/quick-reference-guides/related-lists/custom-related-lists.html","titles":[{"text":"Create a Custom Related List","hash":"h2_993780705","id":1},{"text":"Edit a Custom Related List","hash":"h2_498492199","id":2},{"text":"Change Tab Name","hash":"h3_1591488796","id":3},{"text":"Change Tab Order","hash":"h3_1261826499","id":4},{"text":"Edit Fields of the Custom Related List in the CT Mobile app","hash":"h2_773495381","id":5}]},"647":{"id":647,"text":"Set up a SOQL filter for the related lists. The toggle in the CT Mobile allows a user to display all downloaded records or only records that matched the filter criteria. In the CT Mobile app, record sorting is carried out by the first column. The sorting order for a custom related list is stored in Mobile Custom Details Settings. The sorting will be performed according to the value in the clm__SortingFieldName__c field. In other cases, the sorting is carried out by the first column. In the CT Mobile app, it is also possible to rearrange records in custom and standard related lists by tapping on the name of any displayed list column. On the second tap, the ascending and descending sorting order changes.","title":"Filters in Related Lists","component":"ctmobile-android-2-0","version":"","name":"filters-in-related-lists","url":"/ctmobile-android-2-0/quick-reference-guides/related-lists/filters-in-related-lists.html","titles":[{"text":"Standard Related Lists","hash":"h2_1316422583","id":1},{"text":"Custom Related Lists","hash":"h2_1047667523","id":2}]},"648":{"id":648,"text":"Related lists are tabular forms for displaying records related to another record if one object has a link to another object in the reference field. In the CT Mobile app, two types of related lists are available: Custom Related Lists Standard Related Lists Here is a table to help you understand the difference between standard and custom related lists: how to set up related lists in Salesforce and what features could be available in the CT Mobile app. Feature Standard Related List Custom Related List Notes Set up a related list with the page layout editor + – Add and customize a standard related list on the page layout of the required object. Not applicable for a custom related list. Set up a related list on CT Mobile Control Panel + + Go to CT Mobile Control Panel: Offline Objects to customize a standard related list; Go to CT Mobile Control Panel: Custom details to customize a custom related list. Create a record + + Grant permission: on CT Mobile Control Panel: Offline Objects for a standard related list; on CT Mobile Control Panel: Custom details for a custom related list. Object permissions restrict common access permissions defined by the user profile. The current user profile should have permission to edit the selected offline objects. Delete a record + + Grant permission: on CT Mobile Control Panel: Offline Objects for a standard related list; in CT Mobile Control Panel: Custom details for a custom related list. Object permissions restrict common access permissions defined by the user profile. The current user profile should have permission to delete the selected offline objects. Edit field values – + Not applicable for a standard related list; Go to Custom Related Lists to add the ability for editing fields of a custom related list. Drilldown to record details screen + + Available by default and cannot be disabled for a standard related list; Grant permission on CT Mobile Control Panel: Custom details for custom related list. Control columns' width + + Not in use. Filter records by using a SOQL query + + In the CT Mobile app, switch between the display of all records or only records that match filter criteria. Not in use for CT Mobile Android 2.0 app. Timeline view + – Not in use. The sort order by the specific field + + Tap the column title to sort records by this field. For more information, go to Filters in Related Lists.","title":"Related Lists","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/quick-reference-guides/related-lists/index.html","titles":[{"text":"Related List Features Comparison","hash":"h2_384095523","id":1}]},"649":{"id":649,"text":"Add standard Salesforce related lists, for example, Contacts or Opportunities, to the offline object to work with them in the CT Mobile app. To view a standard related list in the CT Mobile app: Add and customize a standard related list on the page layout of the required object. Select fields to display on the related list; Set up user permissions to fields: If the Updateable attribute has a false value, the field will be read-only even if the Read Only attribute has not been selected. If the Nillable attribute has a false value, the field will be required to fill in even if the Required attribute has not been selected. Specify the columns' order; Use filters. For more information, go to Filters in Related Lists. Go to CT Mobile Control Panel: Offline Objects and add the object from step 1 to the Selected list. Click the object in the Selected list to manage permissions and related lists. You can allow creating or deleting records and specify the SOQL filter to display all records or the required ones in the CT Mobile app. For more information, go to Managing Offline Objects. Go to the CT Mobile Control Panel: Offline Objects tab and add the object of the related list to the Selected list, for example, Contacts or Opportunities. Check that the current user profile has permission to read the object from steps 1 and 3. Check that the current user profile has permission to read the reference field that links the offline object and the related list object. The setup is complete.","title":"Standard Related Lists","component":"ctmobile-android-2-0","version":"","name":"standard-related-lists","url":"/ctmobile-android-2-0/quick-reference-guides/related-lists/standard-related-lists.html","titles":[]},"650":{"id":650,"text":"Table of Contents Synchronization Modes and Steps Important notes Synchronization Modes Launch Synchronization Status Indicator Handling Sync Errors Errors Screen Errors Validation Errors Synchronization involves several stages of aligning CT Mobile with Salesforce, during which data and metadata are sent from CT Mobile to Salesforce and vice versa. CT Mobile provides several synchronization modes that can be run by the mobile user. For the correct operation, the metadata archive must be collected and the cloud token must be valid. During any synchronization, CT Mobile sends updates for the following audit fields of the current User record. Device Token Last Sync Date Mobile MAC Mobile Version Operation System The Sync Log records store the information of each synchronization. First Full Synchronization Fast Synchronization Mixed Synchronization The first full synchronization must be launched after the authorization of the current user. The first full synchronization is intended to download the entire database of the CT Mobile app, metadata components, required objects, and app settings from Salesforce to the mobile device. The first full synchronization may take a lot of time according to the database size. Steps: Metadata components are downloaded from the metadata archive. The current data model is created. Records of the custom settings, custom metadata types, offline objects (based on SOQL filters), and objects, which are necessary for activated modules, are downloaded if a record matches the conditions set in Related List Filters. The audit fields of the current User record are updated. Fast synchronization is the preferred type for daily work with the CT Mobile app. We recommend doing a fast synchronization once a day at the beginning or end of the work day to maintain data consistency in the CT Mobile app and Salesforce. The fast synchronization is intended to align the records' main information. Data changes, such as deletions, insertions, and updates of records, will be sent from CT Mobile to Salesforce and vice versa. Enable CT Mobile Replication if territory coordinates have been altered to download all actual data on the mobile device. Steps: Records of the custom settings and custom metadata types are downloaded if the value in the SystemModstamp field is a date later than the date of the last successful synchronization. The audit fields of the current User record are updated and then audit fields and data changes in the application, such as deletions, insertions, and updates, are sent to Salesforce. Data changes of required objects, offline objects (based on SOQL filters), and objects needed for activated modules are downloaded from Salesforce to the mobile device since the date of the last successful synchronization. .* If configured, the records of the specified objects mentioned in the CT Mobile Replication setting are updated. We recommend running mixed synchronization in case of metadata changes, e.g., updating validation rules, adding new lookup filters, etc. The mixed synchronization is intended to align the records' main information and update metadata since the date of the last successful synchronization. Settings and records are downloaded without re-load of previously downloaded records, which helps to reduce the sync time. Steps: Metadata components are downloaded from the metadata archive. The structure (if it has been changed) and records of custom settings, custom metadata types, offline objects (based on SOQL filters), and objects, which are necessary for activated modules, are downloaded if the value in the SystemModstamp field is a date later than the date of the last successful synchronization and a record matches the conditions in the Related List Filters. The audit fields of the current User record are updated and then audit fields and data changes in the application, such as deletions, insertions, and updates, are sent to Salesforce. Data changes of required objects, offline objects (based on SOQL filters), and objects needed for activated modules are downloaded from Salesforce to the mobile device since the date of the last successful synchronization. If configured, the records of the specified objects mentioned in the CT Mobile Replication setting are updated. First Full Synchronization Fast Synchronization Mixed Synchronization To start the first full synchronization, perform one of the following: tap the icon in the lower-left corner. go to the Settings screen and tap the Full Synchronization button. The full synchronization will be started only if the mobile user has not previously performed the first full synchronization. To start the fast synchronization, tap the icon in the lower-left corner. The fast synchronization will be started if the mobile user has previously performed the first full synchronization. To start the mixed synchronization, go to the Settings screen and tap the Full Synchronization button. The mixed synchronization will be started if the mobile user has previously performed the first full synchronization. When the mobile user launched any synchronization mode, the current status will be displayed in the lower-left corner. The progress bar displays the current step name, such as updating the database, uploading changes, etc. When the sync process is complete, the user sees the date of the last synchronization. The sync process may be interrupted and the corresponding status will be displayed. The list of possible errors: loss of connection to the Internet missing metadata archive (for the first full and mixed synchronization) invalid cloud token (for the first full and mixed synchronization) inability to download any metadata due to insufficient access, such as downloading page layouts. etc. In case of errors related to the records, the sync process continues. When the synchronization is complete, go to the Errors screen and tap a record to correct the error. Then run a fast synchronization. If the sync process was interrupted, tap the icon. In the following pop-up, tap Start full sync to run the mixed synchronization or tap Start fast sync anyway to launch the fast synchronization. Also, if the mobile user launches the sync process and the validation error is found, she can tap Continue in the pop-up. In this case, the synchronization may be successful, and validation errors will be displayed on the Errors screen. The CT Mobile app has two menu items with errors. This Errors menu item contains errors that occur during the sync process due to incorrect settings on the Salesforce side. Records are listed under the corresponding title. To correct the error, tap the record and fix it on the record screen. When all records are fixed, run the fast synchronization. The Validation Errors menu item is intended to manage errors that occur due to violation of the validation rules and sharing rules or due to insufficient profile access in one place. Records with validation errors will not be included in the next synchronization. The following errors will be displayed: if the user postponed fixing errors on the record screen. the validation rule is violated on a record, and the user leaves the record screen; the start date of an activity record is later than the end date, and the user leaves the record screen; the required field is blank on a record or within the custom related list, and the user leaves the record screen; if you launched the sync process and sending changes to some records fails due to: revoked access to some records. insufficient access to a record or a field of the record, the required field is empty, etc. The list of error records is grouped by the object type. Each error record displays the text of the error.","title":"Synchronization Launch","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/quick-reference-guides/synchronization-launch/index.html","titles":[{"text":"Synchronization Modes and Steps","hash":"h2_966867633","id":1},{"text":"Important notes","hash":"h3_868873179","id":2},{"text":"Synchronization Modes","hash":"h3_1173330258","id":3},{"text":"Launch Synchronization","hash":"h2_1868373451","id":4},{"text":"Status Indicator","hash":"h2_396225247","id":5},{"text":"Handling Sync Errors","hash":"h2_1692717967","id":6},{"text":"Errors Screen","hash":"h2_479754125","id":7},{"text":"Errors","hash":"h3_1386190615","id":8},{"text":"Validation Errors","hash":"h3_832282164","id":9}]},"651":{"id":651,"text":"The Sync Log object is intended to store the details of the sync process and operations performed in the course of the synchronization depending on the value in the Debug Level option on the CT Mobile Control Panel: General tab. The Debug Level option should be specified for each profile separately. Each profile should have the Edit permission for all fields of the Sync Log object. Salesforce API-name: clm__SyncLog__c Field API Type Description Date clm__Date__c Date/Time Date and time of the operation or the synchronization completion/interruption. Description clm__Description__c Long Text(32768) Description of the operation. for sending only sync logs: Part 1 from 1 for sending logs, data dump, and all/unsynchronized/no photos: Part n from m. If a mobile user sends an application data dump, the field contains Part n from m, where n is the number of an attachment and m is the total number of attachments. Duration clm__Duration__c Number(18,0) Synchronization duration in seconds: if the application was stopped due to some issues, the value in this field is zero. if the synchronization is interrupted due to the connection failure, the value in this field is the actual time before the interruption. Errors count clm__ErrorsCount__c Number(18,0) The number of records with errors when the clm__Operation__c contains Create, Update, Delete, Insert. Failed IDs clm__FailedIds__c Long Text Area(131072) The IDs of records containing errors when the clm__Operation__c contains Create, Update, Delete, Insert. The record IDs for the Insert value will not be written as these records only have temporary IDs. Failed Messages clm__FailedMessages__c Long Text Area(131072) Error texts for each failed record when the clm__Operation__c contains Create, Update, Delete, Insert. Geolocation clm__Geolocation__c Geolocation The current user’s geolocation if the type of operation is Geolocation. Geo Timing clm__GeoTiming__c Long Text Area(131072) The current user’s local time if the type of operation is Geo Tracing. Geo Tracing clm__GeoTracing__c Long Text(131072) The user coordinates (separated by a semicolon, without blank spaces) that will be captured if the user has moved 50 or more meters from the previous location. If the tracking interval is 0, the user’s coordinates will not be captured. Has Recovery Data clm__HasRecoveryData__c Checkbox Not in use. Object name clm__ObjectName__c Text(255) Name of the operation object when the clm__Operation__c contains Create, Update, Delete, Insert. Operation clm__Operation__c Text(255) The type of synchronization: Full Sync Fast Sync Mixed Sync Quick Record Sync. Or the type of operation: Create Update Delete Login Insert Geo Tracing Geolocation Sync Log Sync Log History (for sending only send logs to Salesforce) Export Data (for sending data from the CT Mobile app) Records Count clm__RecordsCount__c Text(255) The total number of records transmitted in the course of the operation when the clm__Operation__c contains Create, Update, Delete, Insert. Status clm__Status__c Picklist Synchronization status: Success. The synchronization is completed. Partially Success. If some errors occur during the synchronization, but the synchronization is completed. Failed. If any error occurred during the full synchronization. The Sync Log record of the failed synchronization is sent to Salesforce after the next synchronization is finished.","title":"Sync Log","component":"ctmobile-android-2-0","version":"","name":"sync-log","url":"/ctmobile-android-2-0/quick-reference-guides/synchronization-launch/sync-log.html","titles":[]},"652":{"id":652,"text":"Table of Contents Sync Log Records Enable Sync Logs Enable sync logs and configure the appropriate reports for efficient management of synchronization statistics: average synchronization duration, the ratio of succeeded synchronizations to failed, and many more. The Sync Log record is created for each synchronization after its completion or interruption due to sync errors. For more information, refer to Sync Log. The Sync Log record for the selected synchronization type: Operation Currently, there are two available types: Sync Log History is used to store statistics for any synchronization Export Data is used to send changes made in the CT Mobile app but is not yet synchronized. Status Date Description Duration The number of transmitted records The number of errors occurred. Failed Messages To enable and configure Sync Logs: Go to CT Mobile Control Panel: General. Select the required profile in the Location picklist. General Settings will be applied to all profiles without individual settings. In the Support and logs section, activate the Enable Sync logs switch. In the Debug Level picklist, select the logging level: None. Logging is disabled. Error. A log entry is created only in case of occurred synchronization error. All. Each synchronization is logged as a separate entry irrespectively of whether it contains errors or not. Enabling the All option for a long time will result in an overflow of the data storage at Salesforce and a significant increase in the CT Mobile synchronization time. Click Save. The sync log functionality is enabled.","title":"Sync Logs","component":"ctmobile-android-2-0","version":"","name":"sync-logs","url":"/ctmobile-android-2-0/quick-reference-guides/synchronization-launch/sync-logs.html","titles":[{"text":"Sync Log Records","hash":"h2_1487877011","id":1},{"text":"Enable Sync Logs","hash":"h2_272409891","id":2}]},"653":{"id":653,"text":"Table of Contents Synchronization Modes When to launch the full synchronization? When to launch the fast synchronization? When to launch the mixed synchronization? When to use CT Mobile Replication? What synchronization mode should I use when updating CT Mobile? How to know that the synchronization is successful? Synchronization Details In what order are records synchronized? Does the application lock during the sync process? Where are the synchronization statistics stored? Metadata Archive and Related Errors Handling What components are included in the metadata archive? How often to rebuild the metadata archive? Why were not the up-to-date metadata components downloaded? Synchronization Error Handling How to send the application data dump? What to do if the sync process is interrupted due to a lack of an Internet connection? What to do if the INSUFFICIENT ACCESS error occurs? What to do if the mobile user is not allowed to edit the field? What to do if the validation error occurs? Here is a list of frequently asked questions: The first full synchronization must be launched after the authorization of the current user in order to download the current user database (data, metadata, app settings). The sync process may take a lot of time, depending on the database size. Fast synchronization is the preferred type for daily work with the CT Mobile app. We recommend doing a fast synchronization once a day at the beginning or end of the work day to maintain data consistency in the CT Mobile app and Salesforce. The sync process may include CT Mobile Replication. The mixed synchronization is intended to align the records' main information and update metadata since the date of the last successful synchronization. The sync process may include CT Mobile Replication. === We recommend running mixed synchronization in case of metadata changes, for example: adding lookup filters; updating layouts for records; changing validation rules etc. We recommend using CT Mobile Replication when you changed sharing rules (via organization-wide defaults or per each record). In this case, create a CT Mobile Replication setting to keep data up to date on the device. The corresponding records will be downloaded and records, which are no longer available, will be hidden. When updating the CT Mobile app, we recommend: Run the fast synchronization. Remove the previous version of the CT Mobile app from the mobile device. When we release the new version of CT Mobile, we check its compatibility with the previous version and let you know if removing the CT Mobile app can be skipped. In this case, run the fast synchronization, install a new version of CT Mobile on top of an existing one, and then run the mixed synchronization for the correct operation of the CT Mobile app. . Install the new version of the CT Mobile app. . Run first full synchronization. CT Mobile is ready to use. If the synchronization was successful, the notification appears. Also, the status indicator in the lower left corner shows the date of the last successful synchronization. During any synchronization mode, the parent records are synchronized first, and then their child records are synchronized. To learn more about the steps for each synchronization mode, refer to Synchronization Launch. The mobile application is available to work during any synchronization mode. Also, you can collapse Mobile, and a system notification will pop up when the synchronization is complete. Enable logs on the CT Mobile Control Panel: General tab to collect statistics in the Sync Log object. The Sync Log record for the selected synchronization type keeps: Operation Currently, there are two available types: Sync Log History is used to store statistics for any synchronization Export Data is used to send changes made in the CT Mobile app but is not yet synchronized. Status Date Description Duration The number of transmitted records The number of errors occurred. Failed Messages The list of components is available here. Also, the metadata archive includes all offline objects that were specified on the CT Mobile Control Panel: Offline Objects. The frequency depends on the frequency of updating settings on the CT Mobile Control Panel tabs, changing lookup filters, creating custom labels, managing validation rules, etc. The metadata archive has not been updated. Go to the CT Mobile Control Panel: Tools tab and click the Refresh metadata archive button. Go to the Settings screen and tap the Send database button to create a ZIP archive with the app database and send it via the standard Share menu on Android devices. If the Internet is interrupted during the sync process, you will see a «Network unavailable» notification. In that case: Connect your device to the Internet and wait for a while for the device to start all the necessary services. Tap the icon in the lower-left corner to start the sync process. In the pop-up, tap Start full sync to run the mixed synchronization or tap Start fast sync anyway to launch the fast synchronization. When the sync process is complete, CT Mobile is ready to work. The error occurs when access to the records has been revoked. For example, a mobile user created an Activity record for an Account record, and the manager in Salesforce revoked the user’s access to that Account. When the mobile user runs a fast synchronization to submit the created Activity record, they will receive an Insufficient Access error. To solve this problem, contact your administrator, request to restore access to the parent record, and run a fast synchronization afterward. The error occurs when access to a field has been revoked. For example, while creating a record, a mobile user filled out the field, and the manager in Salesforce revoked the user’s permission to edit that field. When the mobile user runs a fast synchronization to submit the created record, they will receive an Unable to create/update fields error. To solve this problem, contact your administrator, request to restore access to the field, and run a fast synchronization afterward. The error occurs when the validation rules are violated. For example, while creating a record, a mobile user filled out a field with a value that violates the validation rule created in Salesforce after the last successful synchronization. When the mobile user runs a fast synchronization to submit the created record, they will receive the validation error with the error description. To solve this problem, go to the Validation Errors screen, tap the record to open it, fix the error, and run a fast synchronization afterward.","title":"Synchronization F.A.Q.","component":"ctmobile-android-2-0","version":"","name":"synchronization-f-a-q","url":"/ctmobile-android-2-0/quick-reference-guides/synchronization-launch/synchronization-f-a-q.html","titles":[{"text":"Synchronization Modes","hash":"h2_1173330258","id":1},{"text":"When to launch the full synchronization?","hash":"h3_2097853915","id":2},{"text":"When to launch the fast synchronization?","hash":"h3_965238074","id":3},{"text":"When to launch the mixed synchronization?","hash":"h3_1232469734","id":4},{"text":"When to use CT Mobile Replication?","hash":"h3_2034589294","id":5},{"text":"What synchronization mode should I use when updating CT Mobile?","hash":"h2_1282672032","id":6},{"text":"How to know that the synchronization is successful?","hash":"h2_2143775923","id":7},{"text":"Synchronization Details","hash":"h2_466216120","id":8},{"text":"In what order are records synchronized?","hash":"h2_482845786","id":9},{"text":"Does the application lock during the sync process?","hash":"h2_2110567442","id":10},{"text":"Where are the synchronization statistics stored?","hash":"h3_1530730493","id":11},{"text":"Metadata Archive and Related Errors Handling","hash":"h2_2007803127","id":12},{"text":"What components are included in the metadata archive?","hash":"h3_831436350","id":13},{"text":"How often to rebuild the metadata archive?","hash":"h3_317222557","id":14},{"text":"Why were not the up-to-date metadata components downloaded?","hash":"h3_335611687","id":15},{"text":"Synchronization Error Handling","hash":"h2_778518628","id":16},{"text":"How to send the application data dump?","hash":"h3_1178930529","id":17},{"text":"What to do if the sync process is interrupted due to a lack of an Internet connection?","hash":"h3_1087243679","id":18},{"text":"What to do if the INSUFFICIENT ACCESS error occurs?","hash":"h3_1928606629","id":19},{"text":"What to do if the mobile user is not allowed to edit the field?","hash":"h3_730956645","id":20},{"text":"What to do if the validation error occurs?","hash":"h3_996655423","id":21}]},"654":{"id":654,"text":"Perform the full synchronization to download these objects to the mobile device. Tap the header to open the corresponding table. User permissions for objects that are always downloaded during synchronization User permissions for objects that are required for the correct offline operation of the added functionalities and integrations User permissions to download custom settings and custom metadata types Object Object API Name User Permission Comments Account Account Read Document Document Read Email Template EmailTemplate Read Folder Folder Read Group Group Read Record Type RecordType Read Sync Log clm__SyncLog__c Read; Edit User User Read If active. User Permission Access UserPermissionAccess Read Functionality/Integration Object Object API Name User Permission Comments Dashboards (online) Dashboard Dashboard Read Offline Objects The list of offline objects — Read; Edit; Delete (depend on the object) It is based on data from clm__RelatedListFillters__c and clm__TopLvlObjects__c. Task Status TaskStatus Read; Edit If the list of offline objects contains the Task object. Opportunity Opportunity Opportunity Read If the list of offline objects contains the Opportunity object. Opportunity Product OpportunityLineItem Read If the list of offline objects contains the Opportunity object. Price Book Pricebook2 Read If the list of offline objects contains the Opportunity object. Price Book Entry PricebookEntry Read If the list of offline objects contains the Opportunity object. Salesforce Product Product2 Read If the list of offline objects contains the Opportunity object. Custom Setting or Custom Metadata Type API Name User Permission Menu Settings and Offline Objects clm__TopLvlObjects__c Read Mobile Application Setup clm__ApplicationSetup__c Read Mobile Custom Detail Settings clm__MobileActivityDataCustomization__c Read Mobile Customization clm__MobileCustomization__c Read Mobile Mini Layout Settings clm__MobileLayoutSettings__c Read Related List Filters clm__MobileRelatedListFilters__c Read CT Mobile Replication clm__Replication__mdt Read","title":"User Permissions Required to Synchronize Objects to Offline Work with Functionalities","component":"ctmobile-android-2-0","version":"","name":"user-permissions-required-to-synchronize-objects-to-offline-work-with-functionalities","url":"/ctmobile-android-2-0/quick-reference-guides/synchronization-launch/user-permissions-required-to-synchronize-objects-to-offline-work-with-functionalities.html","titles":[]},"655":{"id":655,"text":"Table of Contents Location Application Menu Add menu item Add Custom Options The App Menu tab is intended to set up menu items and their order in the main menu. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. In the Search box, find the object that should be added to the main menu. Use the Advanced List option to display all available objects in the Available list. Click the object name in the Selected list to set up options for the object. Click to view the icons of the modules that can be added to the CT Mobile app. The modules' availability depends on the device platform. Hover the cursor over a module to see its short description. Click the icon to select the module and click Add. Rearrange the menu items in the Selected list in the desired order. At a customer’s request, complementary functional modules can be added to custom application builds. Click the Add Custom form to specify the significant word of the custom module. According to the selected menu item in the Selected list, the available options are displayed on the right: For the Home screen, enable the Customizable Home screen option. Add, size, and arrange widgets. * For offline objects, group records by the criterion.","title":"CT Mobile Control Panel: App Menu","component":"ctmobile-android-2-0","version":"","name":"ct-mobile-control-panel-app-menu","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-app-menu.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Application Menu","hash":"h2_738493971","id":2},{"text":"Add menu item","hash":"h3_259736469","id":3},{"text":"Add Custom","hash":"h3_1872780512","id":4},{"text":"Options","hash":"h2_1511584348","id":5}]},"656":{"id":656,"text":"The Calendar tab is intended to enable planning activities, manage Activity objects, and specify the view of the Calendar module. According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Application Setup record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. If enabled, a user can create and manage activities in the Calendar, Nearby Accounts, and Routes modules. Specify the view of the Calendar module. From the Calendar View picklist, select the default calendar view. The available options: Month Week Day Use the slider to specify the default duration in minutes for scheduled activities. Hover over the slider to see the value: 5 minutes: the leftmost position, the minimum default duration. 1 hour: the rightmost position, the maximum default duration. If enabled, mobile users can use the toggle to display or hide weekends on the calendar grid. Use the slider to customize visible working hours. Hover over the slider to see the default visible hour range in the following format 8:20, where 8 is the earliest hour to show and 20 is the latest hour to show on the calendar grid. 0 hour: the leftmost position. 24 hours: the rightmost position. If enabled, the mobile user can start and finish an activity using the additional logic that may be applied to a started activity. If enabled, a record of the Activity object will be available for editing only after tapping the Start button. Tapping the Finish button will lock the record for any modifications. If enabled: Tapping the Start button will update the value in the Start Date field of the Activity record. Tapping the Finish button will update the value in the End Date field of the Activity record. Specify one or more Activity objects. Click the Add new Activity object button to add and customize the required Activity object, such as Activity, Task, Event, and custom Activity objects. Each object has a title in the Activity Settings Number format, where the Number is the order number of the added Activity objects. Click the Delete activity object button to remove the required Activity object and its settings. Specify the API name of the required Activity object. Specify the API name of the field with the Date/Time type that contains information on the start date of the Activity record. Specify the API name of the field with the Date/Time type that contains information on the end date of the Activity record. Specify the API name of the field with the Picklist type that is responsible for the status of the Activity record. Specify the API name of the field with the Text type that will be used to store the description of the Activity record. Specify the API name of the field with the Geolocation type where the geolocation data of the Activity record will be written.","title":"CT Mobile Control Panel: Calendar","component":"ctmobile-android-2-0","version":"","name":"ct-mobile-control-panel-calendar","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-calendar.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Activity Planning","hash":"h2_751776964","id":2},{"text":"Calendar Settings","hash":"h2_81679169","id":3},{"text":"Calendar View","hash":"h3_1974887345","id":4},{"text":"Event Duration (minutes)","hash":"h3_808313222","id":5},{"text":"Show Week Type Switch","hash":"h3_2140284324","id":6},{"text":"Visible Hour Range","hash":"h3_256846269","id":7},{"text":"Start/Finish Functionality","hash":"h3_1301025041","id":8},{"text":"Lock/Unlock Record","hash":"h3_1036133099","id":9},{"text":"Update Start/End Date Fields","hash":"h3_276361556","id":10},{"text":"Activity Settings","hash":"h2_70500171","id":11},{"text":"Activity Object API Name","hash":"h3_1397263211","id":12},{"text":"Activity Start Date Field API Name","hash":"h3_1674628596","id":13},{"text":"Activity End Date Field API Name","hash":"h3_1391348303","id":14},{"text":"Activity Status Field API Name","hash":"h3_1535211802","id":15},{"text":"Activity Description Field API Name","hash":"h3_1370849692","id":16},{"text":"Activity Geolocation Field API Name","hash":"h3_717585460","id":17}]},"657":{"id":657,"text":"Table of Contents Location Color Settings Options The Color Settings tab is intended to set up colors for the records of an offline object according to the criterion. According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Customization record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Click the Create button to add new color settings. Follow the steps here to assign colors for the records of the desired offline object. Color settings are grouped into categories according to the offline object. Each offline object can have only one coloring criterion. Click next to an offline object to edit color settings. Click next to an offline object to remove color settings for the offline object.","title":"CT Mobile Control Panel: Color Settings","component":"ctmobile-android-2-0","version":"","name":"ct-mobile-control-panel-color-settings","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-color-settings.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Color Settings Options","hash":"h2_1200972364","id":2}]},"658":{"id":658,"text":"The Custom Details tab is intended to create and manage custom related lists of a record of an offline object. Settings on this tab will be saved in the corresponding fields of the Mobile Custom Details Settings record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Click the Create button to add new color settings. Follow the steps here to set up custom related lists for an offline object. Custom related lists are grouped into categories according to the offline object. Click next to the required custom related list to edit it. Click next to the required custom related list to remove it.","title":"","component":"ctmobile-android-2-0","version":"","name":"ct-mobile-control-panel-custom-details","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-custom-details.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Custom Related List Options","hash":"h2_1467999814","id":2}]},"659":{"id":659,"text":"The custom tab allows you to manage the defined parameters in one place. Create and configure the custom Visualforce page which is responsible for the tab interface. To add a custom tab to the CT Mobile Control Panel: Go to Setup → Custom Code → Visualforce Pages and click New. Create a new Visualforce page: Enter a tab name in the Label field. Enter AppControlPanelExtension in Name field. Add Description if needed. Set a flag next to the Available for Lightning Experience, Lightning Communities, and the mobile app and Require CSRF protection on GET requests checkboxes if needed. Enter your code in the Visualforce Markup form below. Check Version Settings. . Click Save. . Click and go to CT Mobile Control Panel. The custom tab is added.","title":"CT Mobile Control Panel: Custom Tab","component":"ctmobile-android-2-0","version":"","name":"ct-mobile-control-panel-custom-tab","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-custom-tab.html","titles":[]},"660":{"id":660,"text":"Table of Contents Location Global User Interface Geolocation Support and logs Object mappings The General tab is intended to specify the main settings which are responsible for the CT Mobile app interface and the CLM package integration with the target system, such as CT Pharma or CT CPG. The tab has the following sections: According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Application Setup record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. You can copy all profile settings to another profile: Select the profile in the Location field to copy its settings. Click the button next to the Location field. In the pop-up, select a required profile and click Copy setting. The main settings are copied. This attribute must be set if the client system uses the Person Accounts functionality. If enabled: Person Accounts are displayed in the Contacts menu item and on the Contacts tab of the modules, except for the cases if the Reference object is selected in the Reference Object API Name field. Accounts are displayed in the Accounts menu item and on the Accounts tab of the modules. The ability to compress images used in the CT Mobile app. The quality of the original image depends on the device type and its settings. The attached images and taken photos may be compressed to reduce the amount of data sent to Salesforce. Hover over the slider to see the value: 0% – the leftmost position, the maximum amount of compression, and minimum image size. 100% – the rightmost position, no image compression, the functionality is disabled. The default value is 50%. This section is intended to personalize the CT Mobile interface. Click Customize next to Set App Color, Patterns, and Logo. In the App Customization window, the settings are located on the left side, and the tablet view with applied settings is on the right side. After customizing, click Save. The setup is complete. Click to view the App Customization window Manage the title pattern of the application screen. Select one of the configured patterns or upload your pattern by selecting the Own value from the picklist. The file size limit is 2 MB. The file format is limited to PNG. Image dimensions must be in the range from 1024 х 70 to 2732 х 204. To remove any pattern, select None. Manage the home pattern for the application screen background. Select one of the configured patterns or upload your pattern by selecting the Own value from the picklist. The file size limit is 2 MB. The file format is limited to PNG. Image dimensions must be in the range from 1024 х 768 to 2732 х 2048. To remove any pattern, select None. Select the background color for the CT Mobile screens. Click on the field to select a color from the drop-down palette or enter the color code. Select the homepage logo to display when the Logo widget is added on the Home Screen. Click Choose file to add a new logo. The logo file size limit is 4 MB. The file format is limited to PNG. The logo will be saved in the following format: For General Settings profile: Mobile.Logo.png. For a user profile: Mobile.Logo_{profile.id}.png. Large images will be automatically resized. To view the logo in Salesforce, switch Lightning Experience to Salesforce Classic, go to Documents and open the CT CLM folder. Geolocation data may be used for the Maps widget on a record, in the Routes and Nearby Accounts modules. If enabled, geolocation data on the Account and Activity objects will be collected in the Account Geolocation or Account Full Address field according to selection and in the Activity Geolocation Field API Name field. If enabled, geolocation data continues to collect even if the CT Mobile app runs in background mode. Set up the tracking interval of the geolocation data in seconds. If set to 0, the user’s current location will not be captured. To use geolocation, create a field with the Geolocation__c API name and with the Geolocation type on the Account object. Then select this field in the Account Geolocation Field picklist. If geolocation data is not specified, the account location will be retrieved from the Account Full Address field. Obtain and enter your Google Maps API key on this tab for using Google Maps in the CT Mobile Android apps. If enabled, the Sync Log records will be created during the sync process on the mobile device. This attribute defines whether a Sync Log record should be created or not. Select an option: None – sync log record is not created; Error – sync log record is created only in case of a sync error; All – sync log record is created for each synchronization regardless of whether it was successful or not. In this case, data storage can be overloaded. Select an object that will be used as a product. The Product Object API Name field of the Mobile Application Setup should be correctly specified for each Activity object in the Activity Object API Name field. Records of the selected object will be displayed on the Contacts menu item, on the Contacts tab in the Nearby Accounts module, and on the Contacts and Hierarchy View tabs in the Calendar module. As the Reference object, use the junction object between the Account and Contact objects, for example: the standard Account Contact Relationship object if a single contact may be related to multiple contacts CTPHARMA__Reference__c if using CT Pharma solution as the target system, any custom object with the field of the lookup type to the Account and Contact objects If the many-to-many relationship between the Account and Contact objects is not used in the system, please leave this field blank. For more information, refer to Reference Object.","title":"CT Mobile Control Panel: General","component":"ctmobile-android-2-0","version":"","name":"ct-mobile-control-panel-general","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-general.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Copy Settings","hash":"h3_1877182756","id":2},{"text":"Global","hash":"h2_389408561","id":3},{"text":"Person Accounts Enabled","hash":"h3_471160840","id":4},{"text":"Image Quality","hash":"h3_377059502","id":5},{"text":"User Interface","hash":"h2_1037766202","id":6},{"text":"Title Pattern","hash":"h3_1718046162","id":7},{"text":"Home Pattern","hash":"h3_1108618695","id":8},{"text":"Device Background Color","hash":"h3_1461860777","id":9},{"text":"Homepage Logo","hash":"h3_1354766135","id":10},{"text":"Geolocation","hash":"h2_670774632","id":11},{"text":"Enable Location Tracking","hash":"h3_335024009","id":12},{"text":"Enable Background Location Tracking","hash":"h3_1567195273","id":13},{"text":"Tracking Interval (in seconds)","hash":"h3_1808523151","id":14},{"text":"Account Geolocation Field","hash":"h3_612123135","id":15},{"text":"Google Maps Android API Key","hash":"h3_375370096","id":16},{"text":"Support and logs","hash":"h2_1687169837","id":17},{"text":"Enable Sync Logs","hash":"h3_272409891","id":18},{"text":"Debug Level","hash":"h3_1226274811","id":19},{"text":"Object mappings","hash":"h2_479934482","id":20},{"text":"Product Object API Name","hash":"h3_2141706831","id":21},{"text":"Reference Object API Name","hash":"h3_494016929","id":22}]},"661":{"id":661,"text":"Table of Contents Location Mini Layout Options The Mini Layouts tab is intended to configure and manage special forms that simplify the creation of a new record in the CT Mobile app. According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Mini Layout Settings record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Click the Create layout button to add a new mini layout. Follow the steps here to configure a mini layout for the desired offline object. Mini layouts are grouped into categories according to the offline object. Click next to the desired mini layout to edit it. Click next to the desired mini layout to delete it.","title":"CT Mobile Control Panel: Mini Layouts","component":"ctmobile-android-2-0","version":"","name":"ct-mobile-control-panel-mini-layouts","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-mini-layouts.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Mini Layout Options","hash":"h2_632328267","id":2}]},"662":{"id":662,"text":"Table of Contents Location Offline Objects Object Permissions Related Lists The Offline Objects tab is intended for managing offline objects and standard related lists. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Enter the object label or API name in the Search box to find it in the Available list and add it to the Selected list if this object should be available offline. If an object is added to the Selected list, it will be available in the Selected list on the CT Mobile Control Panel: App Menu tab. Use the Advanced List option to display all objects in the Available list regardless of whether the object has a page layout. Click the object name in the Selected list to set up the user’s permissions to work with this object and standard related lists. Restrict the profile permissions to create or delete records of the desired offline object. Set up SOQL filters to download only the required records. For more information, refer to Managing Offline Objects. Restrict the profile permissions to create or delete records of the standard related lists that are added to the page layout of an offline object and available for the selected record type. Set up SOQL filters for using a toggle in the CT Mobile app to display all or only records that match the criteria. For more information, refer to Managing Offline Objects. Also, get familiar with the information in the Standard Related Lists article. To set up custom related lists of an offline object, go to CT Mobile Control Panel: Custom details.","title":"CT Mobile Control Panel: Offline Objects","component":"ctmobile-android-2-0","version":"","name":"ct-mobile-control-panel-offline-objects","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-offline-objects.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Offline Objects","hash":"h2_1468985423","id":2},{"text":"Object Permissions","hash":"h2_263612775","id":3},{"text":"Related Lists","hash":"h2_946326628","id":4}]},"663":{"id":663,"text":"","title":"","component":"ctmobile-android-2-0","version":"","name":"ct-mobile-control-panel-presenter","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-presenter.html","titles":[]},"664":{"id":664,"text":"","title":"","component":"ctmobile-android-2-0","version":"","name":"ct-mobile-control-panel-workflows","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-workflows.html","titles":[]},"665":{"id":665,"text":"CT Mobile Control Panel is a Salesforce interface for connecting the CT Mobile solution to the customer’s target system and for specifying all the necessary settings to personalize the CT Mobile app. A user configuring a CT Mobile solution must have a separate profile and an assigned CT Mobile Administrator permission set. All customizations for the selected profile will be saved in custom settings. The CT Mobile Control Panel is divided into the following tabs: CT Mobile Control Panel: App Menu CT Mobile Control Panel: Calendar CT Mobile Control Panel: Color Settings ./ct-mobile-control-panel-custom-details.adoc CT Mobile Control Panel: Custom Tab CT Mobile Control Panel: General CT Mobile Control Panel: Mini Layouts CT Mobile Control Panel: Offline Objects","title":"CT Mobile Control Panel","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/ct-mobile-control-panel/index.html","titles":[]},"666":{"id":666,"text":"API Key is a protected hierarchic custom setting to store the cloud token. For an easy setup, go to CT Mobile Control Panel: Tools. We highly recommend getting familiar with the CT Mobile Managed Package Update to v. 3.54 article to understand changes when using the cloud token. Custom setting API name: clm__APIKey__c Field API Name Type Description Cloud Token clm__CLMCloudToken__c Text(255) The cloud token value.","title":"API Key","component":"ctmobile-android-2-0","version":"","name":"api-key","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/custom-settings/api-key.html","titles":[]},"667":{"id":667,"text":"CT Mobile Replication is a custom metadata type to keep data up to date on the device in case of modified sharing rules. During the fast or mixed synchronization, only records with the modified SystemModStamp field will be downloaded. However, if you changed sharing rules (via organization-wide defaults or per each record), the value in the SystemModStamp field is not modified. Specify the CT Mobile Replication setting to download the corresponding records and hide records, which are no longer available. The CT Mobile Replication is affected when the specified date and time in the clm__Date__c field are later than the current date and time. Specify and refresh the value in this field manually or create an Apex class to refresh the field’s value with the date and time on the schedule. CT Mobile Replication helps to speed up the synchronization process by uploading separate metadata components. The common use cases are presented here. Custom metadata type API name: clm__Replication__mdt Field API Name Type Description Affected Users clm__UserIds__c Long Text(131072) User ID(s) who have been affected by the change of the data access model. The 15- and 18-digit IDs are supported. Since CT Mobile 2.3, If the affected users are not specified, the CT Mobile Replication setting will be applied to all users. Components clm__Components__c Long Text(32768) The list of metadata components that were altered. Date clm__Date__c Date/Time The date and time of changes are used as the major criterion when the application requests data. Object Name clm__ObjectAPIName__c Text(255) The API name of the object with updated access rights. Package Size clm__PackageSize__c Double(4,0) The number of selected object’s records with all fields in the SOQL query. The default value is 300 records of IDs. SELECT field_names FROM table_name WHERE id IN ('18-digit_id','',..) Specify the value to reduce the number of API calls considering that the size of the SOQL query cannot exceed 20 000 characters. For more information, please refer to SOQL and SOSL limits. Related Objects clm__RelatedObjects__c Long Text(32678) The API name(s) of related objects whose records must be downloaded to the CT Mobile app again. Type clm__Type__c Picklist The type of setting: Data Metadata","title":"CT Mobile Replication","component":"ctmobile-android-2-0","version":"","name":"ct-mobile-replication","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/custom-settings/ct-mobile-replication.html","titles":[]},"668":{"id":668,"text":"Parameters defined in the CT Mobile Control Panel are stored by the system in the following custom settings: API Key Menu Settings and Offline Objects Mobile Application Setup Mobile Credential Data Mobile Custom Details Settings Mobile Customization Mobile Link Lists Mobile Mini Layout Settings Related List Filters Trigger Settings CT Mobile Replication","title":"Custom Settings","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/custom-settings/index.html","titles":[]},"669":{"id":669,"text":"Menu Settings and Offline Objects is a custom setting to store object details that are uploaded offline and are displayed in the Mobile Application main menu, according to a user profile. For an easy setup, go to CT Mobile Control Panel. CT Mobile Control Panel makes duplicates of the offline objects list in Related List Filters so that to be able to use an unlimited offline objects list. Custom setting API name: clm__TopLvlObjects__c Field API Name Type Description Conflict Manager Attribute clm__ConflictManagerAttribute__c Text(255) List of attributes for managing conflict records in CT Mobile app and Salesforce. Available values: true 1 false 0 Group Fileds clm__GroupFields__c Text(255) List of fields' API names responsible for records grouping in the menu on the left side. If the field is left blank, records will be grouped by the title of a compact layout. Menu Settings clm__MenuSettings__c Text(255) List of menu items available in the CT Mobile menu. Offline Objects clm__TopLvlObjects__c Text(255) List of objects' API names available in the CT Mobile. Online Attribute clm__OnlineAttribute__c Text(255) List of attributes used to display a link for records loading in the menu on the left side. Available values: true 1 false 0 Sort Order clm__SortOrder__c Text(255) The list of sorting operators is applied to the selected grouping fields. Available values: If a sorting operator is not set, the sorted order is ASC. Sort order is applied only to the grouping sections, records in groups are sorted alphabetically. ASC DESC","title":"Menu Settings and Offline Objects","component":"ctmobile-android-2-0","version":"","name":"menu-settings-and-offline-objects","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/custom-settings/menu-settings-and-offline-objects.html","titles":[]},"670":{"id":670,"text":"Mobile Application Setup is a hierarchical setup structure where the data related to the target system model and the global settings of the mobile application are stored. For an easy setup, go to CT Mobile Control Panel: General. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Custom setting API name: clm__ApplicationSetup__c Field API Name Type Description Account Full Address Field clm__AccountFullAddressAPIField__c Text(255) The API name of the field on the Account object is used to store the address of the organization, e.g., country, city, building. etc. The value in this field is used in the Maps widget if the value is not set in the clm__AccountGeolocationAPIField__c field or this field is absent. Account Geolocation Field clm__AccountGeolocationAPIField__c Text(255) The API name of the field with the Location type or the Address type on the Account object is used to store the geolocation of the organization. The value in this field is used to get the location in the Routes and Nearby Accounts modules. Activity \"IsDone\" field API name clm__ActivityDoneAPI__c Text(255) The API name of the field on the Activity object is used as an additional attribute showing that the Activity is finished. The field is used when the Start/Finish functionality is enabled. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity \"IsLocked\" field API name clm__ActivityIsLockedAPI__c Text(255) The API name of the field on the Activity object is used as an additional attribute showing that the Activity is locked for editing. The field is used when both Start/Finish and Lock/Unlock functionalities are enabled. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Description field API Name clm__ActivityDescriptionAPI__c Text(255) The API name of the field on the Activity object is used to store the description of the activity. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity End Date field API name clm__ActivityEndDateAPI__c Text(255) The API name of the field on the Activity object is used to store the end date of the activity. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Geolocation field API name clm__ActivityGeolocationAPIField__c Text(255) The API name of the field with the geolocation type on the Activity object. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Object API Name clm__ActivityObjectAPIName__c Text(255) API-name of the Activity object. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Start Date API name clm__ActivityDateAPI__c Text(255) The API name of the field on the Activity object used to store the start date of the activity. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Status field API name clm__ActivityStatusAPI__c Text(255) The API name of the field on the Activity object with the picklist type displays the activity status. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Allow Web Sharing clm__AllowWebSharing__c Checkbox If enabled, add the Web Share button to the CLM presentation record that allows you to embed the CLM presentation on the website page. Click the Web Share button, set up the height and width of the CLM presentation window, and click Generate. Copy and paste the code into the website page markup. Use the arrows to navigate on the slide carousel. JS Bridge as well as CTAPPGoTo functionality are not available. App Install URL clm__AppInstallURL__c Text(255) The direct link to CT Mobile app in the App Store. Bing Maps Windows API key clm__BingMapsWindowsAPIKey__c Text(255) Access key to Bing Maps services for CT Mobile Windows users that allows using Bing Maps in the Routes and Nearby Accounts modules and the Maps widget. Calendar View clm__CalendarView__c Text(255) The default view in the Calendar module. Available values: Day Week Month Capture Geoposition clm__CaptureGeoposition__c Checkbox The field is used to capture the position information when the Activity is started and both Start/Finish and Lock/Unlock functionalities are enabled. CloudToken clm__CloudToken__c Text(255) The CT Mobile services access token. Depending on the CT Mobile package and CT Mobile app version, the cloud token may be stored in the API Key custom setting. Debug Level clm__DebugLevel__c Text(255) Defines sync logs must be stored Available values: None. Logging is disabled. Error. The Sync Log record is created when an error occurred. All. The Sync Log record is created for each synchronization. Enabling the All option for a long time will result in an overflow of the data storage at Salesforce and a significant increase in the mobile application sync time. Event Duration clm__DefaultEventDuration__c Number(3,0) Default Activity duration in minutes when created in the Calendar module. Geo Trace Interval clm__GeoTraceInterval__c Number(18,0) Time interval (in seconds) between capturing the user’s current geolocation in the background. To disable the geotracking functionality, set the 0 value. Google Maps Android API Key clm__GoogleMapsAndroidAPIKey__c Text(255) Access key to Google Maps services allows CT Mobile Android users to work with Google Maps in the Routes and Nearby Accounts modules and the Maps widget. Google Maps iOS API Key clm__GoogleMapsAPIKey__c Text(255) Access key to Google Maps services allows CT Mobile iOS users to work with Google Maps in the Routes and Nearby Accounts modules and the Maps widget. Google Maps Javascript API Key clm__GoogleMapsJSKey__c Text(255) Access key to Google Maps services allows users to work with Google Maps in the Geolocation center. Image Quality clm__ImageQuality__c Number(3,0) Image compression functionality. The attached images and taken photos may be compressed to reduce the amount of data. Lock/Unlock Record clm__EnableLockUnlock__c Checkbox Lock Activities for editing after finishing and unlock for editing when starting and when both Start/Finish and Lock/Unlock functionalities are enabled. Metadata Last Modified Date clm__MetadataLastModifiedDate__c Date/Time The date of the last metadata change is used as a criterion for running mixed synchronization and loading metadata changes. Passcode Enabled clm__IsPasscodeEnabled__c Checkbox If enabled, the PIN code is required to access the CT Mobile app. Person Account Enabled clm__IsPersonAccountsEnabled__c Checkbox If enabled, Person Accounts are used in the CT Mobile app. Product Object API Name clm__ProductObjectAPIName__c Text(255) The API name of the Product object. PUSH Identifier clm__PUSHHUBName__c Text(255) Push notifications identifier. Reference Object API Name clm__ReferenceObjectAPIName__c Text(255) The API name of the Reference object. Show week switch clm__IsWeekSwitchShowed__c Checkbox The switch is used to display or hide the weekends in the Calendar module. Start/Finish Functionality clm__EnableStartFinish__c Checkbox Enable the Start/Finish functionality. Support Email clm__SupportEmail__c Email The support email is used to send the data dump and screenshots of sync errors. Theme clm__Theme__c Text(255) The color code in the RGB color model of the application theme. Unfinished Activity Allowed clm__IsUnfinishedActivityAllowed__c Checkbox If enabled along with the Start/Finish functionality, mobile users can leave the started Activity record to work with other CT Mobile app functionalities. Update Start/End Date Fields clm__UpdateDateFields__c Checkbox Refresh the current values of the start and end date at the activity opening/closing and when the Start/Finish functionality is enabled. Visible Hour Range clm__VisibleHourRange__c Text(255) The hour range is displayed in the Day and Week calendar view in the Calendar module. Week Format clm__WeekFormat__c Text(255) The week format: first day of the week, first working day, last working day in the two lowercase letters format, e.g., mo,tu,fr.","title":"Mobile Application Setup","component":"ctmobile-android-2-0","version":"","name":"mobile-application-setup","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/custom-settings/mobile-application-setup.html","titles":[]},"671":{"id":671,"text":"For users of CT Mobile package version below 3.54. Mobile Credential Data is a custom setting to store encrypted administrator credentials to access Salesforce Metadata API via APEX logic. For an easy setup, go to CT Mobile Control Panel: Tools. Custom setting API name: clm__MobileCredentialData__c Field API Name Type Description Key Value clm__KeyValue__c Text(255) The value to decypher the encrypted credentials and security token. Login clm__Login__c Text(255) The administrator’s login. Password clm__Password__c Text(255) The administrator password. Token clm__Token__c Text(255) The security token.","title":"Mobile Credential Data","component":"ctmobile-android-2-0","version":"","name":"mobile-credential-data","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/custom-settings/mobile-credential-data.html","titles":[]},"672":{"id":672,"text":"Mobile Custom Details Settings is a setting of the list type that is responsible for the display and layout of the Detailing tab on the record screen of any object. For an easy setup, go to CT Mobile Control Panel: Custom Details. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Custom setting API name: clm__MobileActivityDataCustomization__c Field API Name Type Description Column Width clm__ColumnWidth__c Text(255) List of values (separated by a comma, without blank space) to define each column’s percentage width. The 0 value means that the column is not affected by width setting, i.e., it will occupy the rest of the working area. The 100 value means that the column will squeeze out all the other columns from the working area. Custom Fields Layout clm__CustomFieldsLayout__c Text(255) List of API names (separated by a comma, without blank space) of object fields for the display in the table row. Data Object Name clm__DataObjectName__c Text(255) The API name of the object of displayed/created records. Data Record Type clm__DataRecordType__c Text(255) The API name of the record type of displayed or created records. Drilldown enabled clm__IsDrilldownEnabled__c Checkbox Whether drilling down to record details when taping on a record in the table is allowed. Is Record Addition Allowed clm__IsRecordAdditionAllowed__c Checkbox Whether the creation of new records is allowed. If a profile is granted access to create records in the mobile app, it is not granted access to create records of the related object by default. Is Record Delete Allowed clm__IsRecordDeleteAllowed__c Checkbox Whether deleting of records is allowed. If a profile is granted access to delete records in the mobile app, it is not granted access to delete records of the related object by default. The records which have not been synced may be always deleted no matter what access the profile is granted. Is Related List Layout clm__IsRelatedListLayout__c Checkbox If enabled, the table’s columns are created according to the settings in the related list’s layout. Lookup Field API name clm__LookupFieldAPI__c Text(255) The API name of the relationship field through which child records are related to the parent record. For standard Event or Task objects, the lookup field cannot be created due to Salesforce limitations. In this case, create and specify an EventId__c field with the text type to store the Event Id on the object that stands for the Event Data object. Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Parent Object clm__ParentObject__c Text(255) The object on which the Detailing tab will be displayed. Parent Object Record Type clm__ParentObjectRecordType__c Text(255) The record type of the object, on which the Detailing tab will be displayed. Read Only Attribute clm__ReadonlyAttribute__c Text(255) The attribute defines whether a field must be read-only. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__CustomFieldsLayout__c. Record Condition clm__RecordCondition__c Text Area(255) The criterion is to sort records and display only matching ones. When two or more records are applied, fields are sorted by column one. If the first column has several identical values, these lines are sorted by column two. Required Attribute clm__RequiredAttribute__c Text(255) The attribute defines whether a field must be filled out. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__CustomFieldsLayout__c. Show Application Launcher clm__isApplicationLaunchEnabled__c Checkbox Reserved. Sorting Field Name clm__SortingFieldName__c Text(50) The API name of the field for sorting records in the list. Tab Label clm__TabLabel__c Text(50) The name of the Detailing tab. Tab Order clm__Order__c Number(3,0) The tab sequence number for the display on the Detailing tab. If several records have the same ordinal number, the tabs will be arranged alphabetically according to the value in the clm__TabLabel__c field or the corresponding custom label.","title":"Mobile Custom Details Settings","component":"ctmobile-android-2-0","version":"","name":"mobile-custom-details-settings","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/custom-settings/mobile-custom-details-settings.html","titles":[]},"673":{"id":673,"text":"Mobile Customization is a custom setting to store custom color settings for statuses, types, or other attributes of selected objects. For an easy setup, go to CT Mobile Control Panel: Color Settings. Custom setting API name: clm__MobileCustomization__c Field API Name Type Description Colors clm__Colors__c Text(255) Color RGB-code for each value of the criteria filed, for example, rgb(208,209,209). Criteria Field clm__CriteriaField__c Text(255) API-name of criteria field Object clm__Object__c Text(255) API-name of an object to which the settings are applied Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Values clm__Values__c Text(255) The list of picklist values of the criteria field.","title":"Mobile Customization","component":"ctmobile-android-2-0","version":"","name":"mobile-customization","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/custom-settings/mobile-customization.html","titles":[]},"674":{"id":674,"text":"Mobile Link Lists is a custom setting to store custom links for the Links module. For an easy setup, go to CT Mobile Control Panel: App Menu. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Custom setting API name: clm__MobileLinkLists__c Field API Name Type Description Category clm__Category__c Text(255) The specific category for a link. Description clm__Description__c Text(255) The specific description for a link. Navigation enabled clm__IsNavigationEnabled__c Checkbox If enabled, the user could navigate through a site within the CT Mobile app. Order clm__Order__c Number(18,0) The order number of a link. Profile clm__Profile__c Text(255) The profile for which link was specified. URL clm__URL__c URL(255) The URL address of the link.","title":"Mobile Link Lists","component":"ctmobile-android-2-0","version":"","name":"mobile-link-lists","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/custom-settings/mobile-link-lists.html","titles":[]},"675":{"id":675,"text":"Mobile Mini Layout Settings is a custom setting that is used to set up a mini-layout to create a new record in the CT Mobile app. For an easy setup, go to CT Mobile Control Panel: Mini Layouts. Custom setting API name: clm__MobileLayoutSettings__c Field API Name Type Description Action clm__Action__c Text(255) System Event ID: New Fields clm__Fields__c Text(255) List of API names (separated by a comma, without blank space) of object fields to be displayed in the record creation window. Read Only clm__ReadAttribute__c Text(255) The attribute defines whether a field must be read-only. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__Fields__c. The attribute is not in use. Recordtype Developer Name clm__RecordTypeDeveloperName__c Text(255) API-name of the object record type to which this parameter will be applied. Required clm__RequiredAttribute__c Text(255) The attribute defines whether a field must be filled out. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__Fields__c. SObject clm__SObject__c Text(255) API-name of the object on which a record is being created. Sort clm__Sort__c Text(255) SOQL-criteria of sorting records. The Attribute is not applied anymore. Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles.","title":"Mobile Mini Layout Settings","component":"ctmobile-android-2-0","version":"","name":"mobile-mini-layout-settings","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/custom-settings/mobile-mini-layout-settings.html","titles":[]},"676":{"id":676,"text":"Related List Filters is a setting of the list type to store data about filters applied to the corresponding related lists of records while displaying them in the mobile application. This parameter is also responsible for selection criteria that are used for offline object data upload. For an easy setup, go to CT Mobile Control Panel: Offline Objects. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. The following system variables can be used as criteria: $User $UserRole $Profile For example, the {$User.Id} criterion specified in parameters will automatically be set to a current user ID. Using such system variables will dynamically query the data relevant to the current user. Custom setting API Name: clm__MobileRelatedListFilters__c Field API Name Type Description Conflict Manager clm__isConflictManagerEnabled__c Checkbox The Conflict Manager is used to track the changes made in a single record in the mobile application and on the Salesforce side. Create Allowed clm__isCreateAllowed__c Checkbox Enable to create records: of the offline object, if the API Name of this object is set in the clm__sObjectRelated__c field. of the related list’s object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. The permission to create a record cannot overcome the same profile permission. Delete Allowed clm__isDeleteAllowed__c Checkbox Enable to delete records: of the offline object, if the API Name of this object is set in the clm__sObjectRelated__c field. of the related list’s object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. The permission to delete a record cannot overcome the same profile permission. The records which have not been synchronized may always be deleted no matter what access the profile is granted. Group Field clm__GroupFieldAPIName__c Text(255) The API name of the field by which the entries will be grouped in the lists. Online Fetching clm__isOnlineFetchingEnabled__c Checkbox The setting defines if the Load more records button is available in the application. Order clm__Order__c Number(18, 0) The parameter defines the loading order of an offline object during synchronization. Parent Object clm__ParentObject__c Text(255) The API name of the offline object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Profile clm__Profile__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Quick Record Sync clm__IsQuickSyncEnabled__c Checkbox Enable Quick Record Synchronization for records of the offline object. RecordType clm__RecordType__c Text(255) The API Name of a record type of the offline object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Related List Filters clm__isRelatedListFilter__c Checkbox An attribute defines whether the parameter belongs to the records of the related list’s object. Related Object clm__sObjectRelated__c Text(255) The API Name of the offline object, if the setting is applicable for this object; the API Name of the related list’s object, if the setting is applicable for the records of the related list. Relationship Name clm__RelationshipName__c Text(255) Not in use. Show Application Launcher clm__isApplicationLaunchEnabled__c Checkbox If the API Name of the related list’s object is set in the clm_sObjectRelated__c field. SOQL Filter clm__SOQL__c Text(255) The SOQL query to filter: records of the offline object for displaying in the mobile application, if the API Name of this object is set in the clm__sObjectRelated__c field. records of the related list for displaying in the mobile application, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Sort Order clm__SortOrder__c Text(255) The parameter defines the ascending (ASC) or descending (DESC) sorting order of records in the list. Sort Tree by Field clm__SortTreeByFieldName__c Text(255) The API name of a field with the date or date/time type to display the related list records in the timeline view if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Sync Recovery clm__SyncRecovery__c Text(255) Enable Sync Recovery to deliver records that could not be synchronized to Salesforce anyway. Available values: An empty value means that the web service is not involved. Direct access means the pushing of the record changes directly to an object via the additional web service. Proxy object means the pushing of the record change as a modifiable JSON file in the Sync Log object attachments.","title":"Related List Filters","component":"ctmobile-android-2-0","version":"","name":"related-list-filters","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/custom-settings/related-list-filters.html","titles":[]},"677":{"id":677,"text":"Trigger Settings is a custom setting that is used to switch off the triggers of the CT Mobile package. By default, the Trigger Settings records are active for each trigger. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Custom setting API name: clm__TriggerSettings__c Field API Name Type Description Active clm__IsActive__c Checkbox If disabled, the corresponding trigger is inactive. Comments clm__Comments__c Text Area(255) Description. Trigger API Name Trigger Context Description ApplicationProcess before delete The trigger sends the IDs of the deleting CLM presentations to the Customertimes server. AttachmentProcess after insert after update The trigger checks the attachment is related to the slide or CLM presentation, sends the slide or CLM presentation attachment to the Customertimes server, and updates the parent record of the attachment if applied. The Attachment record label must contain the .ppt or .html value. SlideProcess after insert after update before delete before insert before update The trigger checks whether it is necessary to send CLM presentation slides to the Customertimes server to update their order or delete irrelevant ones. TemplateProcess after insert after update before insert before update The trigger generates or updates CLM presentation slides according to the selected template. WidgetProcess after insert after update before delete before insert before update The trigger generates or updates CLM presentation slides.","title":"Trigger Settings","component":"ctmobile-android-2-0","version":"","name":"trigger-settings","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/custom-settings/trigger-settings.html","titles":[{"text":"The List of CT Mobile Triggers","hash":"h2_588925148","id":1}]},"678":{"id":678,"text":"Available since CT Mobile package v. 3.63. Sometimes a request to create a new metadata archive exceeds the 12 MB limit, which means that the transaction will fail due to the heap size being too large. Use Archive Component to specify which additional components to track and collect in the metadata archive. The administrator should create the Archive Component custom metadata type. Follow the steps in Salesforce Help to create the custom metadata type with the following fields. Field API Name Type Description Member Member__c Text(255) Specify the fullName of the desired component. For more information, refer to Salesforce Developer: Metadata. for users of CT Mobile package v. 3.63–3.65, specify components or the character * (asterisk) instead of listing each member when there are many metadata components for the selected metadata type in the Name__c field. for users of CT Mobile package v. 3.66 and higher, specify the character * (asterisk) when the PackageSize__c field is filled out. Name Name__c Text(255) Specify the metadata type. The name must match a metadata type that is defined in the Metadata API WSDL. For more information, refer to Salesforce Developer: Metadata Types. Package Size PackageSize__c Number(18,0) The number of entities in one request. Left empty if the Member__c field contains at least one component name. Available since CT Mobile package v. 3.66. Create the Archive Component record with desired components or package size. Go to Setup → Custom Code → Custom Metadata Types. Click Manage Records next t Archive Component. Click New. Fill the following fields in: specify a metadata type in Name. specify components in Member or set the size of the request in Package Size, for example, in one request must be 3 objects (entities) of the CustomObject metadata type: Click Save & New. Repeat steps 4–5 to create records for dashboards and reports. The setup is complete. Next, create the metadata archive. After creating Archive Component records, the metadata archive must be rebuilt to include component(s) or use requests of a specific size. Go to the CT Mobile Control Panel: Tools tab and click the Refresh metadata archive button to update the metadata archive. When the metadata archive is ready, go to the CT Mobile Control Panel: Tools tab and click the Download metadata archive button to verify if the desired component(s) have been added. If the component(s) have been added, you see the corresponding folder in the metadata archive. Salesforce doesn’t allow making more than 101 callouts. If this case will arise during metadata archive creation, the admins should cut creation for several parts. Go to Setup → Custom Settings → Custom Metadata Types → Archive Components. Count records quantity of the following components: offline objects reports dashboards For each component, divide its quantity by the number in the Package Size field so that the sum of all entries after division is less than 101. For example: In Salesforce org, the quantity of offline objects equals 150, reports are 90, and dashboards are 25. The Package Size limits are 3 for offline objects, 2 for reports, and 1 for dashboards. To count the number of callouts: 150 ÷ 3 + 90 ÷ 2 +25 ÷ 1 = 120. The limit is exceeded, so admins should change the package size for components, i.e.,150 ÷ 5 + 90 ÷ 2 +25 ÷ 1 = 100. The setup is complete.","title":"Ability to Specify Metadata Components or the Number of Entities in One Request","component":"ctmobile-android-2-0","version":"","name":"ability-to-specify-metadata-components-or-the-number-of-entities-in-one-request","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/metadata-archive/ability-to-specify-metadata-components-or-the-number-of-entities-in-one-request.html","titles":[{"text":"Create Archive Component Custom Metadata Type","hash":"h2_1608419557","id":1},{"text":"Create Archive Component Record","hash":"h2_584426973","id":2},{"text":"Check Metadata Archive","hash":"h2_84833819","id":3},{"text":"Limits","hash":"h2_152061858","id":4}]},"679":{"id":679,"text":"Metadata archive contains metadata components such as custom object definitions and page layouts, attributes, current user permissions, etc. The mobile app downloads metadata using administrator credentials. To update the metadata archive, go to the CT Mobile Control Panel: Tools tab and click the Refresh metadata archive button. The components listed below are downloaded in the ZIP archive. Component Attribute Description CustomLabel * Custom labels metadata. CustomObject ValidationRule Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. CustomObject/CustomField Description The description of optional fields is displayed on the screen of the CT Mobile app (iOS). CustomObject/CustomField LookupFilter Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields. CustomObject/CustomField SummerizedField SummaryFilterItems SummaryForeignKey SummaryOperation Data on summarized fields and their criteria. SummarizedField represents the field on the detail row that is being summarized; SummaryFilterItem represents the set of filter conditions for this field if it is a summary field; SummaryForeignKey represents the master-detail field on the child that defines the relationship between the parent and the child; SummaryOperation represents the sum operation, such as count, sum, min, and max, to be performed. CustomObject/CustomField VisibleLines The number of lines displayed for fields of the TextArea and Rich Text types. Dashboard * Data on dashboards that have been added. Due to Salesforce limits, CT Mobile downloads a maximum of 9999 of the most recently modified dashboards. Report * Data on configurable reports that have been added. Due to Salesforce limits, CT Mobile downloads a maximum of 1000 of the last most recently modified reports. ReportType * Data on types of configurable reports. StandardValueSet * Set of values in the standard field with the Picklist type.","title":"Metadata Archive","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/metadata-archive/index.html","titles":[{"text":"Metadata Components","hash":"h2_1854953360","id":1}]},"680":{"id":680,"text":"The Dashboards module allows viewing online dashboards available to the mobile user. Using the Fiscal year criterion in filters and in reports and dashboards criteria is working as a Calendar year. The availability of dashboards depends on the profile permission settings in Salesforce. The mobile user can view the related report, as well as modify the report criteria. Tap Refresh to update the dashboard. Add the dashboard to the mobile layout. To add the Dashboards module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Dashboards item. Click Add to close the Add menu item tool. Click Save. The setup is complete.","title":"Dashboards","component":"ctmobile-android-2-0","version":"","name":"dashboards","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/mobile-application-modules/dashboards.html","titles":[{"text":"Adding Dashboard to the Menu","hash":"h2_1510760474","id":1}]},"681":{"id":681,"text":"The list of the modules is available in the CT Mobile app. CT Mobile app supports integration with other CT Software products. The list of integration depends on the device platform. For more information, refer to CT Mobile OS Comparison. When a user opens a module, on the main screen, there is a module icon with the total number of records loaded on the device. If a user selects a list view, there will be a number of records in the current list view. Also, the mobile user can change the width of the record list by pulling it to the edge. For example: Have a look at the supported modules: Calendar Dashboards Libraries Opportunities Nearby Accounts Routes","title":"Mobile Application Modules","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/mobile-application-modules/index.html","titles":[]},"682":{"id":682,"text":"The Libraries module allows viewing files and documents uploaded to Salesforce CRM Content. For the full module operation, follow the link to enable Salesforce CRM Content in your Salesforce org and set up permissions for users. Upload documents to Files and grant user access to documents. Documents can be stored by folder. Tap a file or folder to open it. Tap the Back button to close the file. Tap the file name to send the file by e-mail. Search a library, folder, or file by its name or format. If ContentDocument, ContentVersion, ContentDocumentLink objects are added as offline objects, the Libraries module will not work correctly. To add the Libraries module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Salesforce Content item. Click Add to close the Add menu item tool. Click Save. The setup is complete. Libraries include two main sections: Left menu The list of available for the current user workspaces and folders. Main screen The screenshots of available documents. Documents are grouped by content type. Available content types: All The general list of all the documents and folders in the workspace. Documents Files of MS Office, text documents, etc. Media Audio and video files. Other Other file formats. Supported files: documents: .xls[x], .doc[x],.pdf, .ppt,[x], .txt,.rtf media: .mp4,.m4v, .avi,.mov, .mpg,.wmv, .jpg,.jpeg, .png,.bmp, .gif,.wav, .aiff,.mp3, .aac,.ogg, .wma,.flac, .alac","title":"Libraries","component":"ctmobile-android-2-0","version":"","name":"libraries","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/mobile-application-modules/libraries.html","titles":[{"text":"Adding Libraries to the Menu","hash":"h2_480837523","id":1},{"text":"Using Libraries","hash":"h2_1939800943","id":2}]},"683":{"id":683,"text":"The Nearby Accounts module allows you to observe the nearest accounts on the map. You can view the contacts and activities related to an account, and create activities. By default, records are grouped by the start date in decreasing order. You can select the appropriate list view. Add the Nearby Accounts module to the app menu. To use Google Maps, specify the Google Maps API key on the CT Mobile Control Panel: General tab. A field to store an address for the Account object should be specified on the CT Mobile Control Panel: General tab. An Activity object should be specified on CT Mobile Control Panel: Calendar tab. Create a field with the Lookup type from the Activity object to the Account object. To add the Nearby Accounts module to the app menu: Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Nearby Accounts item. Click Add to close the Add menu item tool. Click Save. The setup is complete. List of Accounts, Contacts, or Activity records with the specified geolocation. By default, records are grouped by the start date in decreasing order. You can select the appropriate list view. To view related contacts, specify the API name of the required object on the CT Mobile Control Panel: General tab and add this object to offline objects. There should be a field with the Lookup type from the specified Contact object to the Account object. Based or not on the current location, view the location of the selected record on the map. Tap Nearby Accounts in the main menu to open a map centered on your current location (if enabled in the device settings). Tap a record in the left menu to open a record and center the map around the selected record. The record details from the compact layout will be displayed at the top of the mark. The alert will be shown if you tap an activity without specified geolocation. Tap on the map marker to open a list of related records. Tap to create an activity.","title":"Nearby Accounts","component":"ctmobile-android-2-0","version":"","name":"nearby-accounts","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/mobile-application-modules/nearby-accounts.html","titles":[{"text":"Requirements","hash":"h2_1037365166","id":1},{"text":"Adding Nearby Accounts to the Menu","hash":"h2_163800537","id":2},{"text":"Working with Nearby Accounts","hash":"h2_511018746","id":3},{"text":"Left Menu","hash":"h3_908267922","id":4},{"text":"Main Screen","hash":"h3_449942769","id":5},{"text":"Available Options","hash":"h3_1243841833","id":6}]},"684":{"id":684,"text":"The Routes module allows you to build the optimal routes to the activities. Add the Routes module to the app menu. To use Google Maps, specify the Google Maps API key on the CT Mobile Control Panel: General tab. A field to store an address for the Account object should be specified on the CT Mobile Control Panel: General tab. The Activity object should be specified on CT Mobile Control Panel: Calendar tab. Add a field with the Lookup type from the Activity object to the Account object. To add the Routes module to the app menu: Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Routes item. Click Add to close the Add menu item tool. Click Save. The setup is complete. Records are grouped in alphabetical order. The available list views: All activities (default list view); List views of each object grouped by the object; All + name of the Activity object for objects without custom list views, e.g., All Events. Based or not on the current location, view the location of the selected record on the map. To build a route: Tap Routes in the main menu. Enable Use current location if the current device location will be included in the route. This option depends on GPS/Wi-Fi. Enable Optimal route to use optimized route logic instead of sequential route logic. This option is only available in Google Maps. Specify whether to get directions on foot or by car. Select the activities from the list. For long-distance activities, a route cannot be built. A route cannot be built for the activities in the exact location, and the points will not be displayed. The route is built. Tap a waypoint on the route to view the activity details. Tap the Historical Activities button to view previous routes. Tap the historical route to build it on the map. Tap the Undo button to cancel the route. Select another map type, for example, Satellite, if needed.","title":"Routes","component":"ctmobile-android-2-0","version":"","name":"routes","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/mobile-application-modules/routes.html","titles":[{"text":"Requirements","hash":"h2_1037365166","id":1},{"text":"Adding Routes to the Menu","hash":"h2_724838406","id":2},{"text":"Working with Routes","hash":"h2_70068769","id":3},{"text":"Left Menu","hash":"h3_908267922","id":4},{"text":"Main Screen","hash":"h3_449942769","id":5},{"text":"Available Options","hash":"h3_1243841833","id":6}]},"685":{"id":685,"text":"Table of Contents Administrator Credentials Reset Settings Reset the CT Mobile Settings to default Download metadata archive Refresh metadata archive Refresh CTM Settings Remove metadata archive from the server Additional Settings New Settings Only Cloud Token Content Restore Production ID The Tools tab is intended to set up the security parameters for the proper operation of the CT Mobile app. Since CT Mobile package version 3.54, the administrator credentials are not used. We strongly recommend that you read the changes in the CT Mobile Managed Package Update to v. 3.54 article. The interface may vary according to the CT Mobile package version and environments. The current interface is related to the production environment. For users of CT Mobile package version below 3.54. Specify the Login, Password, and Token fields. Please refer to the Security Token article for additional information. CT Mobile receives metadata components within a ZIP archive. Administrator credentials should be valid to retrieve metadata components from ZIP-archive. If the mobile user is the administrator, all data and metadata will be downloaded directly. The synchronization process can proceed without using administrator credentials and ZIP-archive with metadata components. In that case, some functionality, for example, validation rules, will not operate properly. The Administrator profile must have the Modify All and Modify Metadata Through Metadata API Functions permission, the assigned CT Mobile Administrator permission set, and access to all fields and objects. It is highly recommended to set up a separate Administrator account that would not be used elsewhere by anyone else. This will help to avoid account lock-out in the future. It is recommended to turn off password expiration for the Administrator profile, go to Setup → Users → Profiles → select the required profile → Administrative Permissions → set a flag next to Password Never Expires. Administrator credentials are stored encrypted in Salesforce. The downloading of metadata during the synchronization process includes the following steps: User authorization, uploading the general settings. The Modify All permission verification. If the user has the Modify All permission, all further requests are made on behalf of this user. Otherwise, the system proceeds to the steps described below. If ZIP-archive with metadata components has been generated, the application downloads it. Otherwise, the system proceeds to the next step. Requesting the encrypted administrator credentials. Receiving the encrypted administrator credentials. The system attempts to decrypt credentials and log in. If the authorization is successful, the system sends requests for validation rules metadata and UserRole guide data. After that, the session completes, and all further requests are sent on behalf of the current user. Settings can be reset to those configured when the CT Mobile package was installed for the first time. This action is irreversible. Use the Download metadata archive button to download the metadata archive on the device. It can be useful for QA support in case of any issues with CT Mobile. Use the Refresh metadata archive button to refresh the metadata archive instead of the manual metadata archive collecting. This button is displayed only for users with the Modify All permission or who have been assigned the CT Mobile Administrator permission set. Use the Refresh CTM Settings button to correct consistency errors between in Custom Settings records. All custom settings records will be deleted and re-created. Click four times on the Administrator Credentials inscription to display the hidden setting. CTM Settings record with the custom record types will not be deleted. Use the Remove metadata archive from the server button to remove the metadata archive from the server. This option is useful for QA purposes. Click four times on the Administrator Credentials inscription to display the hidden setting. When enabling the setting: Records of Menu Settings and Offline Objects and Related List Filters corresponding to the CTM Settings records will be deleted and will not be created when new settings are saved in the CT Mobile Control Panel. The CTM Settings record with the Offline Object record type and the New Settings Only value in the Description field is created. The Refresh CTM Settings button will be hidden after the page is refreshed. When turning off the setting: Records of Menu Settings and Offline Objects and Related List Filters are created based on the CTM Settings records. New settings in the CT Mobile Control Panel will be saved as CTM Settings and corresponding custom parameter records. The CTM Settings record with the Offline Object record type and the New Settings Only value in the Description field will be deleted. On CTM Settings records, the External Id field will be filled in. The Refresh CTM Settings button will be available after refreshing the page. To use cloud token, check remote site settings. Click Show to view the cloud token value. Click the Refresh button to update a cloud token. The cloud token update is necessary in case of a cloned sandbox. Also, the corresponding record should be activated again in Remote Site Settings. When the current token is changed, the previous one is stored in the Cloud-token-history document in the CT СLM folder. To view the history of token modifications, switch to Salesforce Classic, then go to the Documents → CT CLM → open the cloud-token-history document. Cloud token: is a password, which encrypts a data dump before sending it to the support via e-mail or to Salesforce, depending on settings in CT Mobile Control Panel: General. is a part of the salt key that is used for encrypting administrator credentials. is used when sending requests to external CT CLM services, such as: Available only in the Sandbox environments. This option helps you keep data consistent and make CLM presentations on the Customertimes server available to your Sandbox environment. All slide screenshots, attachments, and sources of CLM presentations available in your Production org are stored on the Customertimes server in the folder named the Org ID of this Production org.","title":"CT Mobile Control Panel: Tools","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-tools/index.html","titles":[{"text":"Administrator Credentials","hash":"h2_203730205","id":1},{"text":"Reset Settings","hash":"h2_1555872262","id":2},{"text":"Reset the CT Mobile Settings to default","hash":"h3_89412886","id":3},{"text":"Download metadata archive","hash":"h3_847464003","id":4},{"text":"Refresh metadata archive","hash":"h3_1003786176","id":5},{"text":"Refresh CTM Settings","hash":"h3_1658362952","id":6},{"text":"Remove metadata archive from the server","hash":"h3_1380764274","id":7},{"text":"Additional Settings","hash":"h2_682569336","id":8},{"text":"New Settings Only","hash":"h3_840249901","id":9},{"text":"Cloud Token","hash":"h3_2011978","id":10},{"text":"Content Restore","hash":"h2_682665167","id":11},{"text":"Production ID","hash":"h3_964087610","id":12}]},"686":{"id":686,"text":"For users of CT Mobile package version below 3.54. When you access Salesforce from an IP address that’s outside your company’s trusted IP range using a desktop client or the API, you need a security token to log in. A security token is a case-sensitive alphanumeric code that you append to your password or enter in a separate field in a client application. In case the security token is expired, some application functionality may be unavailable. The log will contain the following message: «Administrator credentials are not valid. Validation rules and dashboards may work not properly in offline mode». To update the security token: Go to Setup → Users → Profiles and click the profile of your org administrator. Look for the Login IP Ranges section and back up all the settings for further use. Delete all the settings from the Login IP Ranges section. Go to Profile Settings. In the Reset My Security Token section, click Reset Security Token to send the new security token to your email address. Go to the CT Mobile Control Panel: Tools tab. Insert your new security token in the Token field. Click Save. Go to Setup → Users → Profiles and click the profile of your org administrator. In the Login IP Ranges section, restore all the settings. The security token is updated, and the application is ready for use. Run the full synchronization of the mobile app to apply the changes.","title":"Security Token","component":"ctmobile-android-2-0","version":"","name":"security-token","url":"/ctmobile-android-2-0/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-tools/security-token.html","titles":[{"text":"Updating Security Token","hash":"h2_597823325","id":1}]},"687":{"id":687,"text":"Table of Contents Calendar Interface Left menu Main screen Adding Calendar to the Menu Configuring the Calendar The Calendar module allows you to create and manage multiple activity objects, viz. Activity, Task, and Event. Configure the Calendar view and apply custom color settings to different activity types. To learn how to work with the Calendar module, go to the Using Calendar article. The calendar includes two main sections. Select the appropriate list view with accounts, contacts/references, or the hierarchical view. If the Reference object is not selected in the Reference Object API Name field, records of the Contact object will be displayed in the Calendar left menu. Otherwise, records of the Reference object are displayed. Drag-and-drop one or several records simultaneously from the left menu to plan new activities. If configured, fill in the required fields in the mini layout. The title of the activity in the calendar grid is the value of the first field in the compact layout, and the subtitle is the value of the second field in the compact layout. To add the Calendar module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Calendar item. Click Add to close the Add menu item tool. Click Save. The setup is complete. To configure Calendar: Go to CT Mobile Control Panel: Calendar tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Turn on the Enable Activity Planning. Customize the calendar and specify Activity objects. Click Save. The setup is complete.","title":"Calendar","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/mobile-application-modules/calendar/index.html","titles":[{"text":"Calendar Interface","hash":"h2_88456521","id":1},{"text":"Left menu","hash":"h3_645629234","id":2},{"text":"Main screen","hash":"h3_194347409","id":3},{"text":"Adding Calendar to the Menu","hash":"h2_447958262","id":4},{"text":"Configuring the Calendar","hash":"h2_648338572","id":5}]},"688":{"id":688,"text":"Table of Contents Permissions Calendar Views Activity Management Actions with Activities Add the Calendar module to the CT Mobile main menu, configure the calendar in CT Mobile Control Panel: Calendar, and optionally set up custom color settings to display activities on the calendar grid. The mobile user can create, update, and delete records if the permissions are granted. The object’s permissions specified on the CT Mobile Control Panel: Offline Objects cannot be over the profile’s permissions for objects. The Calendar has three different views: day, week, and month. The calendar grid is displayed according to specified working hours. Tap the day in the month view to open the day view. Zoom the month view to open a week view. Zoom in and zoom out the day and week view to resize the cells of the calendar grid. Tap the Today button to return to the current day. Tap the Weekends button to hide or display the weekends on the calendar day. Manage activities using the following gestures and taps: Create an activity. If applied, select the record type and fill in a mini-layout: drag-and-drop a record from the left list of records tap the calendar area in a day or week view. If enabled, a mini-layout with the filled-out Start Date and End Date fields according to default duration will be displayed. tap the Plus button. If they are more than one Activity object, tap the corresponding button to create an activity Copy or move an activity. Long-tap the activity → tap Copy/Move → set the start date and time in the day and time picker → tap OK → tap Copy/Move. Delete an activity. Long-tap the activity → tap Delete → confirm the action. Tap an activity to open its details. When the mobile user taps the Back button to return to the calendar, the calendar grid opens from the date of the last created activity. Important notes: If custom colors for the activities are not set, the application theme will be used to display activities in the calendar grid. If the Start/Finish functionality is enabled: if the Lock/Unlock Record option is enabled, the activity record may be edited (including adding a photo from the Actions menu, if available), moved, or deleted only when an activity has not been finished. if the Update Start/End Date Fields option is enabled, when a mobile user taps the Start or Finish buttons, the Activity Start Date field and Activity End Date field will be updated.","title":"Using Calendar","component":"ctmobile-android-2-0","version":"","name":"using-calendar","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/mobile-application-modules/calendar/using-calendar.html","titles":[{"text":"Permissions","hash":"h2_1375710402","id":1},{"text":"Calendar Views","hash":"h2_1993934378","id":2},{"text":"Activity Management","hash":"h2_1865396414","id":3},{"text":"Actions with Activities","hash":"h3_1494438992","id":4}]},"689":{"id":689,"text":"Table of Contents Add Opportunity to the Menu Set Up Criteria to Download Records Supported Special Logic for Objects and Fields Specify Forecast Category and Probability for Opportunity Аctivate the Opportunity module and, optionally, specify criteria for the records that should be available in the CT Mobile app. To add the Opportunity module to the menu and support the custom synchronization and logic: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Using drag-and-drop add Opportunity from the Available list to the Selected list. Click Save. The setup is complete. By default, all active records of Opportunity Product,Price Book, and Price Book Entry will be downloaded. Add criteria to download the desired records of the Opportunity and related objects: Go to CT Mobile Control Panel: Offline Objects. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Using drag-and-drop add the required object from the Available list to the Selected list. Opportunity Opportunity Product Price Book Price Book Entry Specify SOQL filter to download only matched records. Click Save. The setup is complete. There is a list of the object and fields to which the special logic of the Opportunity module is applied. For more information, go to Working with Opportunities. Opportunity Stage Probability Forecast Category Amount Expected Revenue. Opportunity Line Item Salesforce Product; Price Book Entry; List Price. Business purposes divide the opportunity flow into several stages and specify Forecast Category and Probability per each stage. The Stage field of the Opportunity object controls the Probability and Forecast Category fields. Types of the Stage picklist values control available values in the Forecast Category field. To customize the desired Stage picklist values: Go to Setup → Object Manager → Opportunity → Fileds & Relationships → Stage. In the Opportunity Stage Picklist Values section, click New to add a stage or Edit next to the desired stage to change it. Click Save. The setup is complete.","title":"Adding Opportunities to the CT Mobile app","component":"ctmobile-android-2-0","version":"","name":"adding-opportunities-to-the-ct-mobile-app","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/mobile-application-modules/opportunities/adding-opportunities-to-the-ct-mobile-app.html","titles":[{"text":"Add Opportunity to the Menu","hash":"h2_513015429","id":1},{"text":"Set Up Criteria to Download Records","hash":"h2_517188298","id":2},{"text":"Supported Special Logic for Objects and Fields","hash":"h2_2011270596","id":3},{"text":"Specify Forecast Category and Probability for Opportunity","hash":"h3_404689442","id":4}]},"690":{"id":690,"text":"Opportunity is the standard Salesforce functionality to track and manage potential deals. Opportunities Object Model Adding Opportunities to the CT Mobile app Working with Opportunities","title":"Opportunities","component":"ctmobile-android-2-0","version":"","name":"index","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/mobile-application-modules/opportunities/index.html","titles":[]},"691":{"id":691,"text":"The object model consists of several standard objects. To work with Opportunities, a mobile user should have permission to read and edit Opportunity fields and related objects. Object API Name Description Opportunity Opportunity Represents a sale or pending deal. Opportunity Product OpportunityLineItem Represents a product associated with an opportunity. Price Book Pricebook2 Represents a price book that contains the list of products that your org sells. Price Book Entry PricebookEntry Represents a product in a price book. It is an association between Price Book and Product. Product Product2 Represents a product that your org sells. Click to view the description of the desired object fields: Opportunity Opportunity Product Price Book, Price Book Entry, Product","title":"Opportunities Object Model","component":"ctmobile-android-2-0","version":"","name":"opportunities-object-model","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/mobile-application-modules/opportunities/opportunities-object-model.html","titles":[]},"692":{"id":692,"text":"Table of Contents Best Practice Working with Opportunities in the CT Mobile app Multi-Currency Support Forecast Category and Probability Create an Opportunity and add Opportunity Products Calculate Amount and Expected Revenue Available options depend on the settings for the Opportunity module. In this article, we share with you the best practices and specific features. We recommend: create the custom related list and customize its columns to display Opportunity Products with all required information in the Opportunity module. customize mini layouts with desired fields to create Opportunity Products more conveniently. add the Currency ISO Code field on the Opportunity page layout when using multi-currencies. To create an Opportunity record, a user should have permission to create records. In the case of multi-currency support, all objects will have the Currency ISO Code field to select the required currency. If a user changes the currency for Opportunity, all added Opportunity Products will be removed. The user works only with those price books and products that have the same currency. Business purposes divide the opportunity flow into several stages with a given Forecast Category and Probability for each stage. When a user changes the Stage for Opportunity, the appropriate values of Forecast Category and Probability are set. The user can manually fill out the Probability field from 0 to 100. To create an Opportunity and add Opportunity Products: Tap the Opportunities menu item and tap the desired Opportunity record or create a new one if enabled. Go to the tab with the custom related list of Opportunity Products and perform one of the following: Tap the Plus button and manually add the desired products. A price book will be automatically filled out when a user adds a product. Tap the Plus button and, if configured, select the desired price book to it using a mini layout. Then, add a product from the selected price book. Repeat step 3 to add other products. The products are added. A user can select only products available to Opportunity and with the same currency as for it. When a user selects the price book for Opportunity, all products may be added only from the selected price book. To change the price book, delete all added products and then add new ones from the desired price book. When a product has been added, the Sales Price field of the Opportunity Product record is automatically filled out but the mobile user can edit it. When the Opportunity Product records have been synchronized, they cannot be edited despite the user and object permissions. The Amount field of Opportunity may be edited when there are no related Opportunity Products records. Otherwise, its value will be the sum of the values from the Total Price field of the Opportunity Products records. Also, the value will be recalculated each time a user creates, edits, or removes the Opportunity Products records. The Expected Revenue field has the formula type and will be recalculated each time when a value is changed in the Amount or Probability field.","title":"Working with Opportunities","component":"ctmobile-android-2-0","version":"","name":"working-with-opportunities","url":"/ctmobile-android-2-0/knowledge-base/mobile-application/mobile-application-modules/opportunities/working-with-opportunities.html","titles":[{"text":"Best Practice","hash":"h2_1058527485","id":1},{"text":"Working with Opportunities in the CT Mobile app","hash":"h2_1745858670","id":2},{"text":"Multi-Currency Support","hash":"h3_1187857038","id":3},{"text":"Forecast Category and Probability","hash":"h3_1490877833","id":4},{"text":"Create an Opportunity and add Opportunity Products","hash":"h3_1947985277","id":5},{"text":"Important Notes","hash":"h4_868831931","id":6},{"text":"Calculate Amount and Expected Revenue","hash":"h3_284876274","id":7}]},"693":{"id":693,"text":"The CT Mobile app is in English by default and can be translated. The app language affects: Home Screen, Application Settings Screen, and modules UI elements buttons system pop-ups Use Translation Workbench to maintain translated values for metadata and data labels in your Salesforce org, for example, to translate fields, objects, related lists, etc. If the translation is absent, the label will be displayed. To add a translation into your language, contact the Customertimes team. The list of available languages: English Chinese (simplified) Chinese (traditional) French German Italian Norwegian Bokmål Portuguese Russian Spanish Turkish Ukrainian To display CT Mobile in the selected language: Select the language on the device: Settings → Time & Language → Language → add the language (if necessary) and specify this language in the first place on the list. On the Salesforce side, select the language on the User record: click View Profile in the upper right corner → Settings → My Personal Information → Language & Time Zone → specify the Language field. Launch full synchronization. The CT Mobile app is displayed in the selected language. To rename newly added custom fields, buttons, validation error messages, etc, use Translation Workbench.","title":"Application Language","component":"ctmobile-windows","version":"","name":"application-language","url":"/ctmobile-windows/ct-mobile-solution/application-language.html","titles":[{"text":"Supported Languages","hash":"h2_322144364","id":1},{"text":"Select a Language","hash":"h2_2019548283","id":2}]},"694":{"id":694,"text":"Table of Contents CT Mobile Description Deployment Steps Integration of CT Mobile with the Target System CT Mobile Solution Configuration CT Mobile App Installation Logging in to the CT Mobile app Synchronization in the CT Mobile app CT Mobile is provided as two connected components: The managed package is available on Salesforce’s AppExchange platform. The native CT Mobile app. The core of the CT Mobile app is designed to ensure offline operation for most of the standard and custom objects. The additional modules enhance the functionality. The set of available modules differs depending on the device platform and the CT Mobile app version. AWS for the CT Presenter functionality. CT Mobile deployment is performed in the following order: Install the CT Mobile package in your Salesforce organization. Integrate the CT Mobile package with the target system. Configure the CT Mobile solution. Install the CT Mobile app on your mobile device. Log in to the CT Mobile app and perform the first synchronization. Set up desired integrations, for example, with CT Orders, CT Sign, CG Cloud, etc. To find out more about integrations, go to Other modules availability and Integrations. Available for the following Salesforce editions: Enterprise, Unlimited, Force.com, Developer, Performance. CT Mobile is an add-on to Salesforce that is provided as an Appexchange ISV product and allows users to work with Salesforce offline. Follow the guide to install the CT Mobile package. After installation, it is necessary to set up remote site settings. UI Tools CT Mobile Control Panel is a tool to provide a clear and convenient UI for CT Mobile settings. It is based on Angular and REST API. Application Editor is a tool to edit basic CLM presentations. For plain CLM presentations, the Plain Application Editor is in use. It is located on Azure infrastructure with Node.JS/Mongo DB. Geolocation Center is the core functionality to work with geolocation data. The administrator can view account geolocation, activity geolocation, and activity record details, and geo-trace mobile users in real-time in Salesforce. Notification Center is the core functionality for personal or mass sending PUSH messages to mobile users. Salesforce Metadata Salesforce metadata is responsible for the correct operation of CT Mobile workflows, lookup filters, and dashboards in offline mode. The CT Mobile app requests metadata using the Metadata API and other APIs with valid administrator credentials. Mobile App Settings Custom settings and custom metadata types are used to store profile and list type settings for CT Mobile app customization specified on the tabs of the CT Mobile Control Panel. Use the Refresh CTM Settings button to align consistency between CTM Settings and Custom Settings in case of errors. Components Apex classes and triggers are used for managing CLM presentations and the content publishing routine. Visualforce and Lightning components for UI Tools. Custom labels to provide multilingual support. The CT Mobile app is a solution that allows users to operate with the target system data in offline mode. The target system is a client Salesforce organization with the installed CT CPG or CT Pharma package. To create a relationship between CT Mobile package components and a client system: Fill out the Product Object API Name and Reference Object API Name fields on CT Mobile Control Panel: General. Create the lookup field to the required Activity object on the Application Stats object. In the case of using several Activity objects, the relationship field has to be created for each of them. A field with the lookup type for the Activity object will be automatically created for each Activity object specified on the CT Mobile Control Panel: Calendar. Create the lookup field to the specified Product object on the Application object. We kindly ask you to perform all customization via CT Mobile Control Panel and set up a separate profile for a user who configures the system. The user should have the Modify All Data and Modify Metadata Through Metadata API Functions permission and access to all fields and objects. Assign the CT Mobile Administrator_ permission set that contains all required permissions listed above and access to all required Apex classes for the correct operation of the CT Mobile package and CT Mobile app. Assign the CT Mobile User permission set to all profiles of users who will work with the CT Mobile app. The CT Mobile solution provides offline record management and customized screen forms for the CT Mobile app to simplify and upscale the field sales force teams' work. In your Salesforce organization: customize the Home Screen add objects and modules to the main menu specify available offline objects, custom related lists, SOQL filters, lookup filters, and actions Person Accounts are supported. specify screen forms, such as compact layouts, mini layouts, mobile layouts, and custom color settings implement JS Bridge methods in CLM presentations. Before installation, read the technical requirements. To install the CT Mobile app, go to the article. Contact the Customertimes team if you want to use the custom CT Mobile build. The core version consists of all main functionality and a set of modules interacting with each other via the application interface. Core and Modules Go to CT Mobile OS Comparison to view the core functionalities and learn about the difference between the CT Mobile app on iOS, Windows, or Android devices. Specify the logging level for saving sync logs of the CT Mobile app which can be useful for the Customertimes Support team in case of issues with the mobile app. Application Settings are intended to manage additional functions and control individual options. Customization It is possible to implement a custom process with a code in the CT Mobile app. For Enterprise clients, the following options are available. The customization impacts the maintainability and evolution of the solution. changing the code of the existing core functionalities or any modules, provided in a standard CT Mobile package; implementing new functionalities and modules. The custom builds can be released as public or corporate applications. Log in to the CT Mobile app using your Salesforce credentials to a production environment, sandbox instance, or custom domain. CT Mobile is implemented with the OAuth 2.0 protocol. For the full functionality of CT Mobile on devices, it is necessary to allow CT Mobile access to certain data, e.g., geolocation data or access to the device gallery. To learn more about the sync process and sync modes, read the synchronization articles. After the first logging in, perform the first synchronization to download all data and metadata to the mobile device. The exchange of data between the CT Mobile app and Salesforce servers is performed via Salesforce API with no intermediate proxies or infrastructure. All data exchange is performed via 256-bit SSL connect, TLS1.2 All uploaded data is stored in separate temporary storage. The current database will be replaced after the synchronization is complete to avoid data discard if synchronization is interrupted.","title":"CT Mobile Description and Deployment","component":"ctmobile-windows","version":"","name":"ct-mobile-description-and-deployment","url":"/ctmobile-windows/ct-mobile-solution/ct-mobile-description-and-deployment.html","titles":[{"text":"CT Mobile Description","hash":"h2_1981964373","id":1},{"text":"Deployment Steps","hash":"h2_426184834","id":2},{"text":"CT Mobile Package Installation","hash":"h2_1760736937","id":3},{"text":"CT Mobile Package Description","hash":"h3_273727017","id":4},{"text":"Integration of CT Mobile with the Target System","hash":"h2_720612721","id":5},{"text":"CT Mobile Solution Configuration","hash":"h2_1575473858","id":6},{"text":"CT Mobile App Installation","hash":"h2_501372078","id":7},{"text":"CT Mobile app description","hash":"h3_2054069844","id":8},{"text":"Logging in to the CT Mobile app","hash":"h2_586849428","id":9},{"text":"Synchronization in the CT Mobile app","hash":"h2_1500017970","id":10}]},"695":{"id":695,"text":"Table of Contents Core functionality Authentication Synchronization Encryption Salesforce Metadata CTM Settings Monitoring and Logs Push Messaging CT Mobile Workflow Other Features Modules Planning Calendar Activity Management Custom related lists Search Routes Nearby Accounts Libraries Applications (Interactive presentations, CLM) JS Bridge Chatter Customizable Home Screen Other modules availability Customization Fields customization Layouts widgets Integration Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Basic via API with login, password, and security token Yes (optionally) Yes Yes Yes Yes OAuth 2.0 Yes Yes (optionally) Yes Since v.1.3 Yes (optionally) Single sign-on Yes Yes No No Yes Multi-user mode No Yes (optionally) No Yes Yes (optionally) Fingerprint recognition Yes (Touch ID) Yes No No Yes Face recognition Yes (Face ID) Yes No No Yes In-app password changing Yes No No No No Not available when using OAuth 2.0. In-app PIN code Yes No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Fast synchronization Yes Yes Yes Yes Yes Full synchronization Yes Yes Yes Yes Yes Mixed synchronization Yes No Yes Yes No Continue synchronization Yes No No Yes No Quick record synchronization Yes No No No No Synchronization under the CT Mobile Workflow rule Yes No No No No Sync Recovery Yes No No No No CT Mobile Replication Yes No Yes No No Conflict Manager Yes No No No No Online records fetching Yes No No No No Online one record fetching Yes No No Yes No Status Indicator Yes Yes Yes No Yes Sync metadata using administrator credentials Yes Yes Yes Yes Yes Sync metadata using ZIP archive(s) Yes No Yes Yes No Metadata checker Yes No No Yes No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Encrypted credentials Yes (iCloud Keychain) Yes (KeyStore) No Yes (PasswordVault) Yes Encrypted database No No No Since v.1.3 No For iOS devices, SQLCipher can be used as a custom encryption logic. Encrypted file storage No No No Since v.1.3 No Feature Tablet Phone iOS Android Android 2.0 Windows Android Application Language Selection Yes Yes Yes Yes Yes Basic field attributes (label, type, length, default field values) Yes Yes Yes Yes Yes Customized height for multiline fields with the Text Area (Rich) and Text Area (Long) type Yes No No No No Customized height for multiline fields with the Formula (String), Picklist, Text, or Text Area type Yes No No No No Customized height for multiline fields with the Formula type No Yes No No Yes Special characters are supported in fields with the Text Area (Rich) type Yes No No No No HTML tags are supported in Read-Only fields with the Text Area and Text Area (Rich) type on the record layout Yes No No No No Emoji support in titles and subtitles, layouts, and related lists Yes No No No No Lookup filters Yes Yes Yes Yes Yes Roll-up summary fields Yes Yes Yes Yes Yes Field dependency and dependent picklists Yes Yes No Yes Yes Offline formulas Yes Yes Yes Yes Yes Offline validation rules Yes Yes Yes Yes Yes Offline dashboards Yes No No No No Encrypted fields support Yes No No No No Compact layouts Yes Yes Yes Yes Yes Search layouts for each object Yes No Yes Yes No Page layouts and mobile layouts Yes Yes Yes Yes Yes List views Yes Yes Yes Yes Yes Create, edit, and delete list views in the CT Mobile app Yes No No No No Detailed list views Yes No No Since v.1.3 No Record Type Tablet Phone iOS Android Android 2.0 Windows Android Activity No No No No No Calendar No No No No No Color Settings No No No No No Credentials No No No No No Custom Related List No No No No No Link List No No No No No Main Settings No No No No No Mapping No No No No No Menu Yes No No Since v.1.3 No Mini Layouts No No No No No Offline Objects Yes No No Since v.1.3 No Remote Detailing No No No No No Standard Related List Yes No No Since v.1.3 No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Log errors and system actions Yes No Yes Yes No Debug Level Yes Yes Yes Yes Yes Sending sync logs (automatic) Yes No No Yes No Sending sync log to Salesforce (manually) Yes No No Yes No Export database dump to Salesforce Yes No No Yes No Export database dump to support team by email Yes No Yes Yes No CT Mobile Android 2.0 users can save the database archive on a mobile device. Import database dump Yes No No Yes No Root access Yes (jailbreak) No No No No Log geolocation in background mode Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Notification Center Yes No No Since v.1.3 No Geolocation Center Yes No No Since v.1.3 No Custom push notifications (e.g., Chatter push notification) Yes No No Since v.1.3 No Feature Tablet Phone iOS Android Android 2.0 Windows Android Button Triggers (workflow on button click) Yes No No No No CRUD Triggers (workflow on CRUD functions) Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Configuring the main menu Yes Yes Yes Yes Yes Mini layouts Yes Yes Yes Yes Yes Grouping records Yes Yes Yes Yes Yes Application theme Yes Yes Yes Yes Yes Title and Home patterns Yes No Yes No No Color settings Yes Yes Yes Yes Yes Image Quality Yes Yes No No Yes Demonstration Mode Yes No No No No Show field hints Yes Yes Yes No Yes Tutorial mode Yes No No No No Send diagnostic data Yes No No No No On-demand files downloading in Notes & Attachments Yes No No No No Device lock screen widget Yes No No No No Person Accounts Yes Yes Yes Yes Yes Customizable reference object Yes Yes Yes Yes Yes Multiple currencies support Yes Yes Yes Yes Yes The Determine Location button on Accounts and Activity objects Yes Yes Yes No Yes Attach photos to Accounts, Contacts, and Activity objects Yes Yes Yes Yes Yes Attach files to specified offline objects and Filtering files to upload during synchronization by the last creation date Yes No No No No Downloading entire files or only previews Yes No No No No Back and forward buttons Yes Yes Yes Since v.1.3 Yes Email Templates Yes No No No No Ability to change the width of the menu or a record list No No Yes No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Multiple object support Yes Yes Yes Yes Yes Hierarchical view of Accounts with linked Contacts in the left menu Yes No No Yes No The month view Yes Yes Yes Yes Yes The week view Yes Yes Yes Yes Yes The day view Yes Yes Yes Yes Yes Resize the calendar view No No Yes No No The first day of the week, the first workday, the last workday Yes No No Yes No Hide or display weekends Yes No Yes Yes No Customizable visible working hours Yes Yes No Yes Yes Set the default activity duration Yes Yes Yes Yes Yes Customize activity duration Yes Yes No Yes Yes All-day slot Yes Yes No Yes Yes The Plus button to create an Activity Yes No Yes Yes No Create an Activity with a long tap Yes Yes No Yes Yes Drag and drop an Activity to the calendar greed Yes Yes Yes Yes Yes Drag and drop several records to create multiple Activities Yes No No Yes No Mass Actions: Copy, Move, and Delete Yes Yes No Yes Yes The pop-up with additional information on an Activity Yes Yes Yes Yes Yes Calendar agenda while working with custom Date/Time field during creating new Activity Yes No No No No The Today button Yes Yes Yes Yes Yes Salesforce Holidays Yes No No No No Recurring the standard Event object No No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Multiple object support Yes Yes Yes Yes Yes The Start/Finish functionality Yes Yes Yes No Yes The Start/Finish functionality: capture geoposition Yes Yes No No Yes The Start/Finish functionality: update Start/End Date fields Yes Yes Yes No Yes The Start/Finish functionality: lock/unlock records Yes Yes Yes No Yes The ability to switch from the unfinished Activity to other CT Mobile screens Yes No No No No Historical activities Yes No No No No Timeline view Yes No No Since v.1.3 No Feature Tablet Phone iOS Android Android 2.0 Windows Android Custom related tab on a record detail screen Yes Yes Yes Yes Yes The SOQL filters switch to display only the filtered records Yes No No Yes No Customizable columns width Yes No No No No Barcode scanner Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Global Search Yes Yes Yes No Yes Search in the list of records Yes Yes Yes Yes Yes Search operators (*,?) Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Offline routes Yes No No No Yes Route optimization Yes Yes Yes Yes Yes Use current location Yes Yes Yes Yes Yes Route by car or on foot Yes Yes Yes Yes No Directions Yes Yes Yes Yes Yes Multiple map types Yes Yes Yes Yes Yes Traffic information No No No Yes No Historical routes Yes No Yes No No Apple Maps Yes No No No No Google Maps Yes Yes Yes No Yes Bing Maps No No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Use current location Yes Yes Yes Yes Yes Multiple map types Yes Yes Yes Yes Yes Multicolor waypoints for objects Yes No Yes Yes No Create an activity on the map Yes Yes Yes Yes Yes Apple Maps Yes No No No No Google Maps Yes Yes Yes No Yes Bing Maps No No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Additional information for files Yes No No Yes No Folders Yes No Yes Yes No Opening files Yes No Yes Yes No Send files via email Yes No Yes No No Send files using email templates Yes No No No No Background download Yes No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Custom Scenarios Yes Yes No Yes Yes Mobile scenario editor Yes No No Yes No Branches Yes No No Yes No In-app scenario generator based on slide rating Yes No No No No Favorite CLM presentations Yes Yes No Yes No Slides tab Yes Yes No Yes No The Available Offline attribute of a CLM presentation Yes No No Since v.1.3 No The Fixed attribute of a slide Yes No No Yes No The Attachments tab Yes Yes No Yes No Send slides via email Yes Yes No No No Send slides using email templates Yes Yes No No No The Statistics screen when exiting the CLM presentation Yes Yes No No No Attach statistics to an existing activity Yes Yes No Yes No Attach statistics to the created activity Yes Yes No Yes No The PDF generator Yes Yes No No No Switch between standard and custom application scenarios Yes No No No No Reload the current slide with the rotate gesture Yes No No No No Likes/Dislikes gestures Yes Yes No Yes No Multitasking during an Activity Yes No No Since v.1.3 No The Remote Detailing functionality Yes No No Yes No If the video is not in use, the presenter and participants can join the Remote Detailing meeting via Safari on their iPhone. The CT Presenter app Yes No No No No This application is an outdated solution. It is recommended that you use the Safari browser. ARKit models Yes No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Create records: ctm.create Yes Yes No Yes No Update records: ctm.update Yes Yes No Yes No Query records: ctm.query Yes Yes No Yes No Delete records: ctm.delete Yes Yes No Yes No Switch between slides using the href attribute Yes Yes No Yes No Start fast sync: ctm.sync Yes Yes No No No Camera access: ctm.photo Yes Yes No No No Custom data tables according to related record: ctm.openDataTableByParentRecord Yes No No No No Custom data tables according to SOQL query: ctm.openDataTableByQuery Yes No No No No Quiz launch: ctm.openQuiz Yes No No No No PDF generation: ctm.generatePDF Yes No No No No Open QR Code: ctm.openQRScanner Yes No No No No Markup labels Yes Yes No Yes No Opening attached files Yes Yes No Yes No Like / Dislike: ctm.like / ctm.dislike Yes Yes No Yes No Exit from the CLM-presentation: ctm.autoExitPresenter Yes No No Yes No Disable slide scroll: ctm.disableSlideScroll Yes No No No No Enable slide scroll: ctm.enableSlideScroll Yes No No No No Obtain the path to the file: ctm.getFile Yes No No Yes No Save attachments: ctm.storeFile Yes No No Yes No The transition from the CLM presentation display to Sales Order: ctm.createSalesOrderWithAnimations Yes No No No No Activate gathering statistics of the CLM presentation: ctm.customStats Yes No No No No skipTenPercent Yes No No No No playVideo Yes No No No No getJSValues Yes No No No No ctm.setOptions No No No Yes No CTAPPgoToSlide Yes No No Yes No CTAPPgoToFirst Yes No No Yes No CTAPPgoToNext Yes No No Yes No CTAPPgoToPrevious Yes No No Yes No Sound recording: CTAPPstopRecordingAudio Yes No No No No Sound recording: CTAPPstartRecordingAudio Yes No No No No CTAPPNewRecord Yes No No No No CTAPPturnOnAudio No No No No No The Remote Detailing and Self Detailing functionality. CTAPPturnOffAudio No No No No No CTAPPturnOnVideo No No No No No CTAPPturnOffVideo No No No No No Secure query records: ctm.secureQuery No No No No No Define the meeting type: ctm.getAppEnv No No No No No Define the user role: ctm.getUserType No No No No No Define the Id of the Activity record: ctm.getVisitId No No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Group feeds Yes Yes No Yes Yes Record feeds Yes Yes No Yes Yes Posts and comments Yes Yes No Yes Yes Likes Yes Yes No Yes Yes Attachments Yes Yes No Yes Yes Avatars Yes Yes No Yes Yes Instant post sending Yes No No Yes No Push notifications Yes Yes No Since v.1.3 Yes On-demand attachments downloading to posts Yes Yes No Yes Yes Polls No No No No No The SOAP API limitation is applied to iOS devices. @mention No No No Since v.1.3 No The SOAP API limitation is applied to iOS devices. Feature Tablet Phone iOS Android Android 2.0 Windows Android Offline charts based on Reports Yes No No No No Offline charts based on Dashboards Yes No No No No Calendar carousel widget Yes Yes No Yes Yes Customizable All activities per day hint on the calendar widget Yes No No No No Carousel of CLM presentations Yes Yes No Yes No Logo Yes Yes Yes Yes Yes 4 tapes to refresh Home Screen Yes No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android CG Cloud Yes No No Since v.1.3 No Lead Convert (online) Yes No No No No The REST API limitation is applied to Windows devices. Opportunity management Yes Yes Yes No Yes Support multiple currencies and price books. Quote management No No No No No Recent Items Yes Yes No No No Dashboards (online) Yes No Yes Yes No Quizzes Yes No No No No Links Yes No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Extending field without a label Yes No No No No Slider for a field with currency, percentage, and numeric type Yes No No No No \"+/-\" controls for a field with currency, percentage, and numeric type Yes No No No No Limitation of Date/DateTime fields Yes No No No No Combobox for custom fields Yes No No No No Columns width for standard and custom related lists Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Maps Yes Yes Yes Yes Yes Dashboards Yes No No No No Applications Yes Yes No Yes Yes Chatter feed Yes Yes No Yes Yes QR code Yes Yes No No Yes Interactive presentation embedded into record layout No No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android CT Orders Yes No No Since v.1.3 No A streamlined order-taking process via a user-friendly interface is enhanced with the complexity of ERP price calculation and CRM flexibility. CT Sign Yes No No Since v.1.3 No Create and sign documents offline and online with a handwritten or legally binding signature. CT Vision IR Yes No No No No An image recognition tool is used to calculate shelf KPIs, gather information about the company and competitor products. CT Vision Lite Yes No No No No A comprehensive solution to process photos. Includes the server application responsible for storing photos without recognition, managing them by tags and shelves, planning the number of photos to take for the shelf. In-app browser Yes Yes Yes Yes Yes Device calendar Yes (iCal) No No No No Store photos in the device gallery Yes No Yes No No Attach files from device to Salesforce records Yes Yes Yes No No Attach a photo (from the device gallery or take a photo) Yes Yes Yes Yes Yes Multitasking Yes No No No No Since CT Mobile for iOS 2.6, the app supports Split View and Slide Over multitasking types. Note the following: We do not guarantee that screens adapted for landscape orientation will display correctly in portrait orientation. In future releases, we will add a warning to prevent such screens from being used in portrait orientation. We cannot limit the minimum percentage of screen area in Split View mode and recommend using at least 75% of the screen to work with CT Mobile. Salesforce Maps Yes No No No No Salesforce SOS No No No No No","title":"CT Mobile OS Comparison","component":"ctmobile-windows","version":"","name":"ct-mobile-os-comparison","url":"/ctmobile-windows/ct-mobile-solution/ct-mobile-os-comparison.html","titles":[{"text":"Core functionality","hash":"h2_84720702","id":1},{"text":"Authentication","hash":"h3_55841322","id":2},{"text":"Synchronization","hash":"h3_810150278","id":3},{"text":"Encryption","hash":"h3_1650481881","id":4},{"text":"Salesforce Metadata","hash":"h3_559203458","id":5},{"text":"CTM Settings","hash":"h3_196313523","id":6},{"text":"Monitoring and Logs","hash":"h3_2086756216","id":7},{"text":"Push Messaging","hash":"h3_1735794938","id":8},{"text":"CT Mobile Workflow","hash":"h3_2013990626","id":9},{"text":"Other Features","hash":"h3_2042797947","id":10},{"text":"Modules","hash":"h2_1468882933","id":11},{"text":"Planning Calendar","hash":"h3_1868937389","id":12},{"text":"Activity Management","hash":"h3_1865396414","id":13},{"text":"Custom related lists","hash":"h3_1580657987","id":14},{"text":"Search","hash":"h3_656259478","id":15},{"text":"Routes","hash":"h3_735612696","id":16},{"text":"Nearby Accounts","hash":"h3_295983841","id":17},{"text":"Libraries","hash":"h3_722835965","id":18},{"text":"Applications (Interactive presentations, CLM)","hash":"h3_2060809199","id":19},{"text":"JS Bridge","hash":"h3_1801753150","id":20},{"text":"Chatter","hash":"h3_1044166797","id":21},{"text":"Customizable Home Screen","hash":"h3_1518939859","id":22},{"text":"Other modules availability","hash":"h3_839939660","id":23},{"text":"Customization","hash":"h2_1840437629","id":24},{"text":"Fields customization","hash":"h3_1833068094","id":25},{"text":"Layouts widgets","hash":"h3_1310621620","id":26},{"text":"Integration","hash":"h2_303479492","id":27}]},"696":{"id":696,"text":"СT Mobile is a mobile app for field sales reps and agents. It is native to Salesforce and provides full Salesforce offline functionality along with an advanced interactive Digital Sales Aid, otherwise referred to as Closed Loop Marketing (CLM). A combination of Salesforce offline features and interactive customer engagement makes CT Mobile a disruptive sales tool, boasting all main sales KPIs, such as sales close rate, customer loyalty, lead-to-cash time, etc. CT Mobile Description and Deployment Technical Requirements for Devices and Network Recommendations for API Names of Objects and Fields and Peculiarities of Working with Some Types of Fields Application Language For your convenience, we prepared a guide in the following format: In the News section, we share with you the latest CT Mobile updates, release notes, and Salesforce updates that affect our CT Mobile solution. Quick Reference Guides is a peek into the CT Mobile setup. The articles are arranged in order from installation to customization. Follow the steps in the article to set up the CT Mobile app. Knowledge Base is a complete CT Mobile guide, divided into: Configuration Guide is intended to introduce all CT Mobile settings on the Salesforce side and how to configure functionality available in the CT Mobile package. The Mobile Application section describes the settings and functionalities available in the CT Mobile app. The CT Presenter section is intended to familiarize you with creating, managing, and displaying CLM presentations in the CT Mobile app or through a co-browsing session.","title":"CT Mobile Solution","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/ct-mobile-solution/index.html","titles":[]},"697":{"id":697,"text":"We strongly advise performing the upgrade of the CT Mobile app at least once every 12 months to prevent incompatibility with the cumulated OS or core CT Mobile changes. CT Mobile is available for Windows PC and tablets. Windows 10 Version 1903 Windows 11 Version 21H2 x86, x64 16 GB RAM The recommended size for downloaded images, for example, in Attachments or the Libraries module, should not exceed 1500 x 1500. The recommended format of images is .png. For more information about the Windows lifecycle, go here. Synchronization is possible on very slow lines (9,600kbs) but takes more time. The communication line must not have interruptions of high packet loss as it may result in timeouts of Salesforce API. More content increases the synchronization time and responsiveness of the application. We recommend limiting the number of offline records to 30,000 records on devices.","title":"Technical Requirements for Devices and Network","component":"ctmobile-windows","version":"","name":"technical-requirements-for-devices-and-network","url":"/ctmobile-windows/ct-mobile-solution/technical-requirements-for-devices-and-network.html","titles":[{"text":"Windows Devices","hash":"h2_118091408","id":1},{"text":"Requirements for Internet Connection","hash":"h2_1498128754","id":2}]},"698":{"id":698,"text":"Welcome to the CT Mobile Knowledge Base! This branch consists of detailed articles extensively covering the features of CT Mobile. Configuration Guide Mobile Application CT Presenter","title":"Knowledge Base","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/index.html","titles":[]},"699":{"id":699,"text":"Table of Contents CT Mobile 1.2 CT Mobile 1.1 CT Mobile 1.0 Here you could find a feature, the link to the corresponding article, and the version of CT Mobile since which the feature is available. CT Mobile 1.2 requires Windows 10 version 1903. The user could change the current password or update the password in case it was changed on the Salesforce side. The automatically sending sync logs according to the specified debug level. Use the mixed synchronization instead of the full for downloading up-to-date metadata and reducing synchronization time. The fast and mixed synchronizations are not interrupted in case of errors. The unsynchronized records containing errors can be later corrected and synchronized by any mode. If the synchronization was interrupted, for example, due to the internet connection failure, continue it from the last successful checkpoint. CT Mobile Windows 1.2 integrates with App Center analytics to help the support team quickly spot and fix issues. The ability to copy or move the selected activity in the day or week view on the calendar greed. Use Mobile Scenario Editor for creating and editing custom scenarios with slides from various CLM presentations for a more efficient and personalized activity. Use list views to filter records in the Applications module. If the CLM presentation was started not from the Activity record, then during finishing the presentation it is possible to link the presentation statistics to the Activity record. When switching between branches, use the navigation bar to return to the initial slide. Use the Chatter menu item with Groups and People feeds. The ability to add the Chatter tab on the mobile layout to view the record feed. The ability to update a feed by tapping the refresh button. Create, edit, and delete posts and comments: Attach a file, link, or photo; Format text and number lists. Like posts and comments. The ability to attach photos to the Account, Contact, and Activity records. Now, when filling out the reference field, it is possible not only to choose the existing record but also to create a new one. Customizable set of search fields. Lookup filters supported for the reference fields. Ability to filter records in the custom related list. The user can switch between displaying all related records or only those that match the filter criteria. When filling out the mini layout of the activity, it is validated that the start date is no later than the activity end date. For data protection, set an app-specific PIN code to unblock the mobile application after a period of inactivity. By using a metadata archive, the synchronization process is now faster and does not require administrator credentials If the record is not downloaded to the mobile device, the cloud icon is displayed next to the reference field with the record ID. Tap the cloud icon to download the record. Tap the arrow to open the record screen. The ability to send database dump and sync logs to the administrator to simplify the support team process. Use the hierarchical view tab to see accounts and related contacts or references. The ability to switch the week view to the day view by tapping the appropriate day header. Use branches to create paths in the advanced CLM presentations. Switch slides within a branch using a scroll gesture or arrow keys on the laptop. Restrict a scroll gesture and use of arrow keys on slides such as a menu slide or a questionnaire slide. Use the href attribute or the CTAPPgoToSlide() method on HTML5 to jump to the corresponding slide. Display of CRM data within CLM presentation associated with the activity record without the need for JS Bridge. In the slide markup, specify the Feedback class with the API names of the object and its fields to fill out these fields with values from the CLM presentation without invoking JS Bridge. JS Bridge improvements: ctm.getFile: obtain a local path to the file attachment of the Attachment or Content Version objects by using their ID. ctm.storeFile: Tap/left-click the Delete button to remove the activity. Confirm the action on the confirmation box. Select a tab with the Account, Contact, or Activity object, to view the location of their records on the map in the Nearby Accounts module. The Links module is supported. The in-app browser allows quick access to favorite websites. To install CT Mobile on a Windows device, please refer to the Installing CT Mobile Windows from the Microsoft Store article. The multi-user mode. The fast and full synchronization modes. Work with custom and standard objects and their records, e.g., Account,Contact, Contract, and Activities. Support page layouts and basic field attributes such as label, type length, help text, default field values, etc. Support roll-up summary fields, dependent picklists, offline formulas, and offline validation rules. Create and manage custom related lists. The ability to set the color theme for records in the left menu, activities in the Calendar, and Nearby Accounts modules. View the carousel of favorite applications and custom scenarios on the record’s details screen. View the location of an organization or contact on a map fragment on the record’s details screen. Support specific logic for objects and their fields in the Opportunity management for tracking and managing potential deals. Search the object’s records in list view results. Multiple activity objects support, viz.Activity, Task, and Event. Calendar Settings. Select the default view, such as a month, week, or day. Specify the week format. Select the first day of the week, the first, and the last workday. Allow or forbid users to hide weekends on the calendar grid. Customize a visible range of working hours on the calendar grid. Specify the default duration of activities. Create, move, and delete activities using taps, clicks, and drag-and-drop functionality. All-day slot to display multi-day activities and activities with a duration of more than a range of visible hours. Drag-and-drop several Contact or Reference records on the Calendar grid to create multiple activities. View additional information on the activity in the pop-up. Use mass actions to move, copy, or delete several activities of a day or a week. Tap the Today button to quickly jump to the current date. Convert formats .ppt, .pptx, PDF into presentations and use interactive HTML5 presentations. View the usage statistics by each slide, such as the viewing time, likes, dislikes, etc. Support custom scenarios – specific sets of slides. Add scenarios to favorites. Support basic JS Bridge methods. Build the best routes among the activities in the Routes module. Create activities to the nearest accounts on the map based on the current or planned location in the Nearby Accounts module. View files and documents uploaded to Salesforce Content in the Libraries module. View online dashboards available for the current user in the Dashboards module. For more information about the CT Mobile functionality, please refer to CT Mobile OS Comparison.","title":"CT Mobile Windows Release Notes","component":"ctmobile-windows","version":"","name":"ct-mobile-windows-release-notes","url":"/ctmobile-windows/news/ct-mobile-windows-release-notes.html","titles":[{"text":"CT Mobile 1.2","hash":"h2_487586830","id":1},{"text":"New Features and Improvements","hash":"h3_863123394","id":2},{"text":"Authentication and Synchronization","hash":"h4_572108650","id":3},{"text":"Planning Calendar","hash":"h4_855145658","id":4},{"text":"CT Presenter","hash":"h4_851812003","id":5},{"text":"The Chatter module","hash":"h4_513251252","id":6},{"text":"CT Mobile 1.1","hash":"h2_487586831","id":7},{"text":"New Features and Improvements","hash":"_new_features_and_improvements","id":8},{"text":"Core","hash":"h4_1414246047","id":9},{"text":"Authentication, Synchronization, and Logs","hash":"h4_402257090","id":10},{"text":"Planning Calendar","hash":"h4_1064329440","id":11},{"text":"CT Presenter","hash":"h4_1510457233","id":12},{"text":"Nearby Accounts","hash":"h4_996012044","id":13},{"text":"Links","hash":"h4_512944023","id":14},{"text":"CT Mobile 1.0","hash":"h2_487586832","id":15},{"text":"New Features and Improvements","hash":"h3_438406446","id":16},{"text":"Authentication and Synchronization","hash":"h4_1816113469","id":17},{"text":"Salesforce Metadata","hash":"h4_559203458","id":18},{"text":"Custom Related Lists","hash":"h4_1047667523","id":19},{"text":"Color Settings","hash":"h4_1605987230","id":20},{"text":"Layout Widgets","hash":"h4_532816385","id":21},{"text":"Opportunity Management","hash":"h4_869626826","id":22},{"text":"Search","hash":"h4_656259478","id":23},{"text":"Planning Calendar","hash":"h4_1868937389","id":24},{"text":"CT Presenter","hash":"h4_1082669359","id":25},{"text":"Routes","hash":"h4_735612696","id":26},{"text":"Nearby Accounts","hash":"h4_295983841","id":27},{"text":"Libraries","hash":"h4_722835965","id":28},{"text":"Dashboards","hash":"h4_1969395071","id":29}]},"700":{"id":700,"text":"Welcome to CT Mobile News! Here you can find out about new features, improvements, and fixes: explore the detailed Release Notes for each delivered version of our product. Also, you can compare the supported functionalities of CT Mobile. CT Mobile OS Comparison CT Mobile Windows Release Notes CT Mobile Package Release Notes Remote Detailing 2.0 Release Notes Salesforce Updates Pay attention that the screenshots are updating and can be not fitted the current available UI. Don’t worry, we are working on it!","title":"News","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/news/index.html","titles":[]},"701":{"id":701,"text":"Table of Contents Profiles Set Up a New Profile Permission Sets and Permission Set Groups Required Permission Sets Sharing Rules Restriction Rules Pay attention that the profile settings may be displayed in two different modes. For more information, go to Salesforce Help. CT Mobile users should be divided by their roles, for example, admins, supervisors, and field forces. For this purpose, define profiles for various user types and assign permission sets or use permission set groups to extend user access. Also, manage sharing rules to define access exceptions. We kindly ask you to set up a separate profile for a user who configures the system. The user should have the Modify All Data and Modify Metadata Through Metadata API Functions permission and access to all fields and objects. To use the mobile logo, a mobile user should have access to the Documents folder. Please check the following: At least permission to read the Documents object is assigned to the mobile user. At least permission to read and edit the Documents object is assigned to the administrator. The CT CLM folder is accessible by all users. A profile is an array of settings and permissions that define what a user can do in the CT Mobile app. A profile controls object permissions, field permissions, user permissions, tab settings, app settings, Apex class access, Visualforce page access, page layouts, record types, login hours, and login IP ranges. A profile can be assigned to many users, but a user can be assigned to a single profile at a time. A user’s profile should be specified on some CT Mobile Control Panel tabs to define the required user’s permissions. There are two types of profiles: Standard profiles are provided by default. These profiles cannot be deleted. Custom profiles are user-defined profiles. These profiles can be deleted if no users are assigned to them. Define profiles by the user’s function. You can create and assign a new profile to a user or change the profile for another one. Changing the user’s profile may cause access issues to records in the CT Mobile app and errors during the synchronization. For example, access to an object has been withdrawn from the mobile user’s profile after the last full synchronization. During the next fast synchronization, the INVALID_TYPE error may occur because some records are no more available. To create and set up a new profile: Go toSetup → Users → Profiles. Click New Profile. Also, you can click Clone next to the desired profile to copy all its settings to a new one. Select the Existing Profile from the drop-down list. Enter the new profile name and click Save. Click Edit and set up permissions. Click Save. The profile is ready to use. Assign desired users to a profile. A user can be assigned to a single profile at a time, but can also have multiple permission sets. A permission set is a collection of settings and permissions that give users access to various tools and functions. A profile gives minimum permissions and settings access for a user or specific user groups. A permission set extends a user’s permissions and grants more access without changing a user’s profile. A permission set group helps to assign several permission sets together based on user job functions. Users with assigned the permission set group receive the combined permissions of all the permission sets in the group. We kindly ask you to assign the preconfigured permission sets to all users in your system according to their roles. For your convenience, we create two permission sets that include configured access to all required objects and fields depending on the user type. CT Mobile Administrator should be assigned to admins. It contains all required permissions and access to all required Apex classes for the correct operation of the CT Mobile package and CT Mobile app. CT Mobile User should be assigned to users who will work with the CT Mobile app as field forces, supervisors, etc. according to your business purposes. Sharing rules are used to control user access at the record level. Currently, the CT Mobile app cannot correctly handle records with the Public Read-Only access. For example, the Public Read-Only access is specified for the Account object, and the mobile user’s profile has permission to edit and delete records of the Account object. In the CT Mobile app, the mobile user can edit and delete all downloaded Account records, but errors will occur during the synchronization if the mobile user has deleted or edited records that they do not own. Restriction rules are used to allow certain users to access only specified records. They prevent users from accessing records that contain sensitive data or information that isn’t essential to their work. After setting restriction rules, the user does not see certain records in Salesforce, and the same records will not be able to the user in the CT Mobile after synchronization.","title":"Application Permission Settings","component":"ctmobile-windows","version":"","name":"application-permission-settings","url":"/ctmobile-windows/quick-reference-guides/application-permission-settings.html","titles":[{"text":"Profiles","hash":"h2_104944228","id":1},{"text":"Set Up a New Profile","hash":"h3_1485360783","id":2},{"text":"Permission Sets and Permission Set Groups","hash":"h2_939760070","id":3},{"text":"Required Permission Sets","hash":"h3_2115044027","id":4},{"text":"Sharing Rules","hash":"h2_1133416231","id":5},{"text":"Restriction Rules","hash":"h2_631577805","id":6}]},"702":{"id":702,"text":"The application theme affects the application appearance overall, being applied to headings, menu items, timeline view, etc. To configure the application theme: Go to CT Mobile Control Panel: General. Select the required profile in the Location picklist. General Settings will be applied to all profiles without individual settings. Click Customize in the User Interface section. The App Customization window opens. Customize the application theme. Click Save. Launch the fast synchronization on the mobile device. The setup is complete. In the App Customization window, the settings are located on the left side, and the tablet view with applied settings is on the right side. Click on the field to select a color from the drop-down palette or enter the color code. The logo is represented on the Home screen if the Logo widget is added. Click Choose file to add a new logo. You can configure your Home screen to relocate the logo or change its size. After that, perform the fast synchronization.","title":"Application Theme","component":"ctmobile-windows","version":"","name":"application-theme","url":"/ctmobile-windows/quick-reference-guides/application-theme.html","titles":[{"text":"Available settings","hash":"h2_1497250322","id":1},{"text":"Device Background Color","hash":"h3_1461860777","id":2},{"text":"Homepage Logo","hash":"h3_1354766135","id":3}]},"703":{"id":703,"text":"Use color settings to distinguish records of an offline object by the specific criterion, for example, records in the left menu, activities in the Calendar module, and records in the Nearby Accounts module. Each offline object can have only one coloring criterion. To set up colors for the records: Go to CT Mobile Control Panel: Color Settings. Select a profile from the Location picklist. General Settings value will be applied to all the profiles without individual settings. Click Create. Select an offline object in the SObject drop-down list. Select a criterion in the Field drop-down list. Only fields with the Picklist type or record types of the selected offline object can be used as the criterion. Click the field in the Color column to open the color picker. Select the colors for each record type or type in the color code. Click Create. The setup is complete. Perform a synchronization to apply the changes. Click next to an offline object to edit color settings. Click next to an offline object to remove color settings for the offline object.","title":"Custom Color Settings","component":"ctmobile-windows","version":"","name":"custom-color-settings","url":"/ctmobile-windows/quick-reference-guides/custom-color-settings.html","titles":[{"text":"Set up a Color for an Offline Object","hash":"h2_686863387","id":1}]},"704":{"id":704,"text":"Table of Contents Customize Home Screen Widgets on the Home Screen Logo Calendar Carousel of CLM-presentations The Home Screen is the customizable starting page. By default, the customization is turned off and the Home Screen contains the logo, the carousel of CLM presentations if available due to proper permission settings, and the calendar widget. You can add, remove, and resize the elements on the Home Screen for each profile separately. To customize the Home Screen: Go to CT Mobile Control Panel: App Menu. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the Home item in the SELECTED list. Enable the Customizable home screen setting, Click Add Element. Select the element type from the drop-down list. Resize the element and define its position. Click Save. The Home Screen customization is completed. The new record of CT Mobile Homepage Settings will be created. To view the file in Salesforce, switch Lightning Experience to Salesforce Classic, go to Documents and open the CT CLM folder. If some changes were made to the customizable Home Screen, a mobile user can quickly update it by four times tapping. A logo can be specified per profile. Select a profile on CT Mobile Control Panel: General and add a new logo. Starting from today, the widget shows activities of the two last and two next weeks. When a user taps a day, all Activity records started on the selected day will be displayed in the left record list. Tap the filter icon to select the Activity object and display its records. Tap the icon to view and manage all activities of that day if permission to create and delete records is granted. Display the standard scenario and favorite custom scenarios of CLM presentations. In the Applications module, add CLM-presentation(s) or scenario(s) to favorites. The favorite CLM presentations will be displayed in the carousel. Scroll the carousel and tap on the CLM presentation to open it. In the presentation mode, use gestures.","title":"Home Screen","component":"ctmobile-windows","version":"","name":"home-screen","url":"/ctmobile-windows/quick-reference-guides/home-screen.html","titles":[{"text":"Customize Home Screen","hash":"h2_281191636","id":1},{"text":"Widgets on the Home Screen","hash":"h2_617918582","id":2},{"text":"Logo","hash":"h3_1361691321","id":3},{"text":"Calendar","hash":"h3_1292798904","id":4},{"text":"Carousel of CLM-presentations","hash":"h3_1523913535","id":5}]},"705":{"id":705,"text":"Welcome to the CT Mobile Quick Reference Guide. There is a set of short and user-friendly guides. Use these guides to quickly master the application best practices. Installing CT Mobile Package Installing the CT Mobile app Managing CT Mobile Licenses Application Permission Settings Logging In Synchronization Launch Home Screen Application Theme App Menu Managing Offline Objects Related Lists Mini Layouts Mobile Layouts Custom Color Settings Application Settings","title":"Quick Reference Guides","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/quick-reference-guides/index.html","titles":[]},"706":{"id":706,"text":"Before the CT Mobile app installation, read the requirements. Microsoft Account is used to get access to Microsoft Store and to download apps that are hosted there on Windows devices. To get access to Microsoft Store, go to signup.live.com to create a Microsoft account or to signin.live.com to sign in. To install the CT Mobile application: Follow the link. The new browser window opens on the CT Mobile page of the Microsoft Store. Expand if you have already installed CT Mobile If you have already installed the CT Mobile application, the info bar above the CT Mobile description is shown. Click Install/open and move to step 3. Click Get. In the pop-up, click Open Microsoft Store. In the Microsoft Store, click Install. It will take some time for the CT Mobile application to install. After installation, click Launch. CT Mobile opens. Log in to start.","title":"Installing the CT Mobile app","component":"ctmobile-windows","version":"","name":"installing-the-ct-mobile-app","url":"/ctmobile-windows/quick-reference-guides/installing-the-ct-mobile-app.html","titles":[{"text":"Create a Microsoft Account","hash":"h2_1678986158","id":1},{"text":"Install CT Mobile","hash":"h2_1690856550","id":2}]},"707":{"id":707,"text":"The administrator can grant or restrict access to users who can use the CT Mobile package functionality by managing licenses. To select users who can use the CT Mobile package functionality: Go to Setup → Apps → Installed Packages. Click Manage Licenses next to CT Mobile. Click the Add Users button. The Add Users page opens. Select users from the Available Users list. Click Add. Also, you can click Add All Users if you want to grant access to all users. Selected users appear in the list of users who have access to the CT Mobile package. To restrict access to the user(s): Go to Setup → Apps → Installed Packages. Click Manage Licenses next to CT Mobile. Click Remove Multiple Users. Also, you can remove a single user by clicking Remove next to the user’s Full Name. Select users from the Available Users list. Click Remove. Also, you can click Remove All Users if you want to restrict access to the package for all users. The user(s) are removed from the list of users who have access to the CT Mobile package.","title":"Managing CT Mobile Licenses","component":"ctmobile-windows","version":"","name":"managing-ct-mobile-licenses","url":"/ctmobile-windows/quick-reference-guides/managing-ct-mobile-licenses.html","titles":[{"text":"Grant Access to Users","hash":"h2_1491098279","id":1},{"text":"Restrict Access to Users","hash":"h2_1361513113","id":2}]},"708":{"id":708,"text":"Mini Layouts are special forms with a preconfigured set of fields that are used to create a record in a more convenient way. A mini layout will appear, for example, when tapping the plus button to create a new Account record or creating a new Activity record on the calendar grid. A mini layout can be assigned per each active record type of the offline object. If a mini layout for an offline object or its record type is not configured, the default page layout will be open when creating a record. To create a mini layout: Go to CT Mobile Control Panel: Mini Layouts. Click Create layout. Enter the name of the mini layout. There cannot be two layouts with the same name. Select the Object from the drop-down list. Select the Record Type from the drop-down list. Make sure that the target profile has the proper permissions for the selected record type. You can review the profile permissions in Setup → Users → Profiles. Click Add new field and select a field from the drop-down list, which will be displayed on the mini layout. Enable the Required setting to add a required field. Click Create. The mini layout is configured. Perform a synchronization to apply the changes.","title":"Mini Layouts","component":"ctmobile-windows","version":"","name":"mini-layouts","url":"/ctmobile-windows/quick-reference-guides/mini-layouts.html","titles":[{"text":"Create a Mini Layout","hash":"h2_684572466","id":1}]},"709":{"id":709,"text":"A dependent picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field. Controlling fields can be any picklist (with at least one and fewer than 300 values) or checkbox field on the same record. To create a dependent picklist, refer to Salesforce Help. In the CT Mobile app on the layout, mini-layout, pseudo layout, and custom related lists: A dependent field is Read-Only until the value is selected in the controlling field. If the value for the controlling field is set and there are proper values for the dependent field, the dependent field will be editable. When the dependent field is Read-Only according to the Salesforce settings, it will be Read-Only even when the value is selected in the controlling field. When the dependent field is Required according to the Salesforce settings, it will be Required when the value is selected in the controlling field. Otherwise, the dependent field is Read-Only. If the value for the dependent field is set by default, this value is not substituted into the dependent field on the mobile device. When the value in the controlling field has been changed, the value in the dependent field remains the same if it meets the criteria or changes to None. When the desired value is selected in the control field, only the values specified to the selected are available in the dependent field. On the layout, mini-layout, pseudo layout, and custom related list, the default value for the dependent picklist will be taken according to the specific record type of the record if at least one record type of the object is available for the user’s profile. Otherwise, the value will be set according to the properties of the field itself. On the layout, mini-layout, and custom related list: the field with the Picklist type has no value by default and this field is Required: when a user creates a record, the field with the Picklist type has the None value and the record cannot be saved due to the validation rule. Set up a value to save the record. the field with the Picklist type has a value by default and this field is not Required: when a user creates a record, the default value is set in the field with the Picklist type. The user can select the None value. the field with the Picklist type has no value by default and this field is not Required: when a user creates a record, the field with the Picklist type has the None value. The record will be saved whether the user remains the None value or selects another one. the field with the Picklist type has a value by default and this field is Required: when a user creates a record, the default value is set in the field with the Picklist type.","title":"Field Dependency and Dependent Picklists","component":"ctmobile-windows","version":"","name":"field-dependency-and-dependent-picklists","url":"/ctmobile-windows/ct-mobile-solution/recommendations-and-peculiarities/field-dependency-and-dependent-picklists.html","titles":[{"text":"Conditions to Display the None Value in the Picklists","hash":"h2_1106274213","id":1}]},"710":{"id":710,"text":"Consider the following notes that can affect formula calculation when filling fields with the Double type with numbers longer than 16 characters: Salesforce automatically rounds a number longer than 16 digits: an 18-digit number will be rounded by two digits, and a 17-digit number will be rounded by one digit. After synchronization, CT Mobile gets a number that is already rounded. For example: 222 222 222 222 222 222 → 222 222 222 222 222 200 222 222 222 222 222 22 → 222 222 222 222 222 24 When working with the CT Mobile app: A 15-digit number is stored in exponential form. A 16-digit number is stored in numeric form. A 17 or 18-digit number is automatically converted to exponential. After synchronization, the number will be rounded on the Salesforce side. For example: 222 222 222 222 222 222 → 222 222 222 222 222 000 = 2,22222222222222e17","title":"Fields with the Double Type","component":"ctmobile-windows","version":"","name":"fields-with-the-double-type","url":"/ctmobile-windows/ct-mobile-solution/recommendations-and-peculiarities/fields-with-the-double-type.html","titles":[]},"711":{"id":711,"text":"Read the recommendations for naming objects and fields to simplify and standardize your work with Salesforce, and also get familiar with peculiarities of some field types: Recommendations for Object and Field API Names and Page Layouts Offline Supported Operators and Functions in Field with the Formula Type Roll-up Summary Fields Field Dependency and Dependent Picklists Fields with the Double Type","title":"Recommendations for API Names of Objects and Fields and Peculiarities of Working with Some Types of Fields","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/ct-mobile-solution/recommendations-and-peculiarities/index.html","titles":[]},"712":{"id":712,"text":"Table of Contents Math Operators Logical Operators Text Operators Date and Time Functions Logical Functions Math Functions Text Functions Summary Functions Advanced Functions Global Constants The tables below are incomplete. We are working on updating the information. Learn more in Help Salesforce: Formula Operators and Functions. Operator iOS Windows + (Add) Yes Yes Field types Number + Number Date + Number Date/Time+ Number Time + Number String + String - (Subtract) Yes Yes Field types since CT Mobile Windows 1.1 NUMBER - NUMBER DATE - NUMBER DATETIME - NUMBER DATETIME - DATETIME Field types since CT Mobile Windows 1.2 TIME - NUMBER DATE - DATE * (Multiply) Yes Yes Field types Number* Number / (Divide) Yes Yes Field types Number / Number ^ (Exponentiation) Yes () (Open Parenthesis and Close Parenthesis) Yes Yes Operator iOS Windows = and == (Equal) Yes Yes <> and != (Not Equal) Yes Yes < (Less Than) Yes Yes > (Greater Than) Yes Yes ⇐ (Less Than or Equal) Yes Yes >= (Greater Than or Equal) Yes Yes && (AND) Yes Yes || (OR) Yes Yes Operator iOS Windows & (Concatenate) Yes Yes Function iOS Windows ADDMONTHS No DATE Yes Yes DATEVALUE Yes Yes DATETIMEVALUE Yes Yes DAY Yes Yes HOUR Yes MILLISECOND Yes MINUTE Yes MONTH Yes Yes NOW Yes Yes SECOND Yes TIMENOW No TIMEVALUE Yes TODAY Yes Yes WEEKDAY Yes Since CT Mobile 2.7 Yes YEAR Yes Yes Function iOS Windows AND Yes Yes BLANKVALUE Yes Yes CASE Yes Yes IF Yes Yes ISBLANK Yes Yes ISCLONE No ISNEW Synced records: returns True. Unsynced records: returns False. ISNULL Yes Yes ISNUMBER Yes Yes NOT Yes Yes NULLVALUE Yes Yes OR Yes Yes PRIORVALUE Synced records: returns the value after the last successful synchronization. Unsynced records: returns the current value. Trigger: after tapping a field, even if the value will not be changed. Yes Function iOS Windows ABS Yes CEILING Yes Yes DISTANCE Yes Yes EXP Yes FLOOR Yes GEOLOCATION Yes (since CT Mobile 2.7.) Yes LN Yes LOG Yes MAX Yes MCEILING No No MFLOOR No MIN Yes MOD Yes ROUND Yes Yes SQRT Yes Function iOS Windows BEGINS Yes Yes BR Yes Yes CASESAFEID Yes Yes CONTAINS Yes Yes FIND Yes Yes GETSESSIONID Blank value. HTMLENCODE Yes HYPERLINK Yes (since CT Mobile 2.7.) Yes IMAGE Yes Yes INCLUDES Yes Yes ISPICKVAL Yes Yes JSENCODE Yes JSINHTMLENCODE Yes LEFT Yes Yes LEN Yes Yes LOWER Yes Yes LPAD Yes MID Yes Yes RIGHT Yes Yes RPAD Yes SUBSTITUTE Yes Yes TEXT Yes Yes TRIM Yes UPPER Yes Yes URLENCODE Yes VALUE Yes Yes Function iOS Windows PARENTGROUPVAL No PREVGROUPVAL No Function iOS Windows CURRENCYRATE No GETRECORDIDS No IMAGEPROXYURL No INCLUDE No ISCHANGED Unsynced records: returns False. Yes JUNCTIONIDLIST No LINKTO No REGEX No REQUIRESCRIPT No URLFOR No VLOOKUP No Function iOS Windows Comments $Api No $CustomMetadata Yes Records of custom metadata types. $Label Yes $Organization No Yes Owner: Queue Yes Owner: User Yes $Profile Yes Yes $recordtype Yes $Setup Yes Yes Records of custom settings. $System No $User Yes Yes $UserRole Yes Yes","title":"Offline Supported Operators and Functions in Field with the Formula Type","component":"ctmobile-windows","version":"","name":"offline-supported-operators-and-functions-in-field-with-the-formula-type","url":"/ctmobile-windows/ct-mobile-solution/recommendations-and-peculiarities/offline-supported-operators-and-functions-in-field-with-the-formula-type.html","titles":[{"text":"Math Operators","hash":"h2_181225665","id":1},{"text":"Logical Operators","hash":"h2_1409994860","id":2},{"text":"Text Operators","hash":"h2_1691374148","id":3},{"text":"Date and Time Functions","hash":"h2_1663638067","id":4},{"text":"Logical Functions","hash":"h2_49471360","id":5},{"text":"Math Functions","hash":"h2_1387231209","id":6},{"text":"Text Functions","hash":"h2_161189532","id":7},{"text":"Summary Functions","hash":"h2_1972051623","id":8},{"text":"Advanced Functions","hash":"h2_1539976917","id":9},{"text":"Global Constants","hash":"h2_333494742","id":10}]},"713":{"id":713,"text":"Working in non-English Salesforce environments, all settings should be specified in English. Use Translation Workbench for translating all labels and other settings. Creating fields with identical API names inside a single object is not allowed, even if their prefixes and postfixes are different. For example, Name and Name__c are considered as the same API name. All API names should be in English. Specify the short and meaningful name and avoid using Pidgin English. Specify Description or Help Text to simplify the setup process and reduce the time for preparing documentation. Start the API name with the capital letter. In the case of several words, use the following format: CompanyName, BillingDate, InvoiceNumber. The dashes and underscores are restricted. Please avoid using numbers. Recommendations for specifying API names for fields with the specific datatype: Lookup Relationship should contain the name of the object to link and the Id word, for example, AccountId, ContactId. Also, specify the plural name of the object in the Child Relationship Field, for example, Activities, Orders. The checkbox should contain the Is or Has word, for example, IsActive__c, HasProducts__c. For Number, Text, and Text Area, do not limit the Length field unless necessary. Geoposition is created in decimal format, with 6 decimal places. For Auto Number, it is required to specify variables in the Display Format field. For example, the following date format SF{000}-{DD}/{MM}/{YYYY} returns the SF021-13/05/2009 value. The deleted field API-name has the _del postfix. Be sure to remove this postfix after recovery. Do not specify the Required and Read-Only attributes while creating a field. Add the field to the appropriate page layout and set these attributes: Go to Setup → Object Manager. Select the required object. Click Page Layouts, select the required page layout. In the Fields section, find the desired field and hover the mouse pointer over it. Click and set the attributes. Set up page layouts given the following: Fields with the Text Area or Text Area Long datatype should be placed together in a separate section with a 1-column layout. The Created By, Last Modified By, and Owner should be placed in the System Information section. Fields with the Number, Date, and Date/Time datatype are placed on the right side of the Information section. Manage related lists within the editing the corresponding page layout. Do not remove a related list from the custom page in Lightning App Builder because it will be removed for all users in the Salesforce org.","title":"Recommendations for Object and Field API Names and Page Layouts","component":"ctmobile-windows","version":"","name":"recommendations-for-object-and-field-api-names-and-page-layouts","url":"/ctmobile-windows/ct-mobile-solution/recommendations-and-peculiarities/recommendations-for-object-and-field-api-names-and-page-layouts.html","titles":[{"text":"Object and Field API Names","hash":"h2_1791025421","id":1},{"text":"Field Access","hash":"h2_1279097404","id":2},{"text":"Page Layouts","hash":"h2_1167134402","id":3}]},"714":{"id":714,"text":"A roll-up summary field is used to calculate values from a set of related records. The child records must be directly related to the parent record through a master-detail relationship. To create a roll-up summary field, refer to Salesforce Help. In the CT Mobile app, the roll-up field will automatically display a value on a parent record based on the values of child records. There is no need to start the sync process when the child record values have been changed.","title":"Roll-up Summary Fields","component":"ctmobile-windows","version":"","name":"roll-up-summary-fields","url":"/ctmobile-windows/ct-mobile-solution/recommendations-and-peculiarities/roll-up-summary-fields.html","titles":[]},"715":{"id":715,"text":"Salesforce provides Clickjack Protection on Site.com. To use this option along with the installed CT Mobile package: Configure Clickjack Protection settings. Follow the Salesforce guide here. Add your domain to the trusted domains to enable CT CLM features. After configuring Clickjack Protection functionality: Go to Setup → Security → Session Settings. In the Clickjack Protection section, check the required options. In the Trusted Domains for Visualforce and Survey Inline Frames section, click the Add Domain button. In the Domain field, enter the Domain name. To obtain the Domain name, go to Setup → Domains → copy Domain Name. In the IFrame Type field, select Visuaforce pages. Click Save. The setup is complete.","title":"Clickjack Protection Settings","component":"ctmobile-windows","version":"","name":"clickjack-protection-settings","url":"/ctmobile-windows/knowledge-base/configuration-guide/clickjack-protection-settings.html","titles":[{"text":"Add Domain to Trusted Domains","hash":"h2_482280866","id":1}]},"716":{"id":716,"text":"All information is divided into sections for your convenience: Remote Site Settings Manage Currencies Reference Object Person Accounts Clickjack Protection Settings CT Mobile Control Panel CTM Settings Custom Settings System Label Push Identifier Metadata Archive Metadata Checker List Views Notification Center","title":"Configuration Guide","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/configuration-guide/index.html","titles":[]},"717":{"id":717,"text":"Table of Contents List Views Detailed List View A list view allows you to see a filtered list of records in the CT Mobile app. The list views are pulled from Salesforce and available in: offline objects, such as Accounts, Contacts, Opportunities, etc. reference fields, for example, for Accounts, Contacts, Opportunities, etc. the Routes module for the Activity objects the Nearby Accounts module for Account, Activity, and Contact objects the Calendar module for Activity and Account objects the Applications module (if list views are created) Some list views in CT Mobile do not come from Salesforce: All{Object Name} Last viewed Values are displayed based on the Last Viewed Date field retrieved from Salesforce. When a user opens a record in the CT Mobile app, the value in the Last Viewed Date field of this record is also changed, but this change will not be sent into Salesforce. My{Object Name} This week Today List views are displayed above records in the left menu. The last selected list view of one of the offline objects or modules will be displayed the next time a user opens the corresponding offline object (including reference fields) or module. The logic does not affect the list view display in the Calendar module. After the first synchronization, the Accounts tab will be displayed in the Calendar module. Then, the last selected list view will be displayed the next time a user opens the Calendar module. Records (regardless of case) are displayed in the list views if they match the filter criteria, for example,Record and RECORD. The counter of records next to the list view name is only displayed if there are fewer than 5 000 records downloaded on the device. Otherwise, the counter is not shown. Tap to maximize the list view display: create and delete records if permission is granted; the created or opened record will be displayed in the standard view with the left record list; sort records by tapping the column name. Records will be sorted in the alphabetic order regardless of the case; Records will be sorted within groups if specified; search records by their title and subtitle from the compact layout and by fields from the search layout; the last selected list view will be saved and displayed the next time a user opens the corresponding offline object.","title":"List Views","component":"ctmobile-windows","version":"","name":"list-views","url":"/ctmobile-windows/knowledge-base/configuration-guide/list-views.html","titles":[{"text":"List Views","hash":"h2_1312699748","id":1},{"text":"Detailed List View","hash":"h2_1243490689","id":2}]},"718":{"id":718,"text":"Use one or more currencies in the CT Mobile app. By default, Salesforce organizations use a single currency. To set a currency: Go to Setup → Company Settings → Company Information. Click Edit. Select the required currency in the Currency Locale picklist. Click Save. The setup Is complete. After setting the currency locale, all currency values are displayed in the selected currency on the records of the custom related lists, layouts, and mini-layouts. Please get familiar with the Salesforce considerations for Enabling Multiple Currencies. Enable multiple currencies to have the ability to manage the record currency: Go to Setup → Company Settings → Company Information. Click Edit. Select the Activate Multiple Currencies checkbox. Click Save. The setup is complete. The selected currency is displayed in the Currency ISO Code field as a three-letter code. After typing in the value, the currency selected as default will be displayed. If there are several active and available currencies for the mobile user, add the Currency ISO Code field on the mini-layout to have the ability to select the desired currency. Otherwise, the default currency from the Currency ISO Code field of a User record will be added. The currency code will be displayed on the layout, mini-layout, and in the custom related list. When currencies differ in the Currency ISO Code field of an open record and the User record: The value will be displayed according to the Currency ISO Code field of the record; The value from the Currency ISO Code field of the User record will be displayed in the parentheses according to the rate from Conversion Rates. Otherwise, the value will be displayed only according to the Currency ISO Code field of the record.","title":"Manage Currencies","component":"ctmobile-windows","version":"","name":"manage-currencies","url":"/ctmobile-windows/knowledge-base/configuration-guide/manage-currencies.html","titles":[{"text":"Single Currency","hash":"h2_1313381761","id":1},{"text":"Multi-Currency","hash":"h2_440549015","id":2}]},"719":{"id":719,"text":"Table of Contents Collecting Metadata Archive Enable Metadata Checker Set up a Schedule For Creating Metadata Archive Manually Create Metadata Archive Enable the metadata checker to reduce sync time and API calls and, during the mixed synchronization, download only metadata that has been updated. The user who creates the metadata archive should have access to the Mobile Application Setup. Access can be granted via assigning one of the preconfigured CT Mobile permission sets. Metadata archive is created for the whole Salesforce organization, i.e., for General Settings, configured and non-configured profiles. To create the metadata archive, the cloud token must be valid. When some metadata changes, a value in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup record is updated for the current user profile or organization if there is not the Mobile Application Setup record for the current user’s profile. If configured, the metadata archive will be created automatically. Otherwise, it should be manually collected. The modified metadata archive with actual metadata will be downloaded during the current user’s synchronization. There may not be a metadata archive, for example, if the metadata checker was not launched before in the Salesforce organization or if the cloud token is invalid. In these cases, the mobile application downloads metadata via the Metadata API using administrator credentials. To understand metadata download criteria, consider the example with the Salesforce organization. The Mobile Application Setup record exists for General Settings, Profile A, and Profile B. For Profile A: If a value in the clm__MetadataLastModifiedDate__c field has changed on the Mobile Application Setup record for Profile A, the metadata archive is downloaded during mixed synchronization. For Profile B and C: If a value in the clm__MetadataLastModifiedDate__c field has changed on the Mobile Application Setup record for Profile A, mixed synchronization is not applicable. For Profile C: If a value in the clm__MetadataLastModifiedDate__c field has changed on the Mobile Application Setup record for General Settings, the metadata archive is downloaded during mixed synchronization. For Profile A and B: If a value in the clm__MetadataLastModifiedDate__c field has changed on the Mobile Application Setup record for General Settings, the mixed synchronization is not applicable. To collect the metadata archive, one of the below is necessary: Enable the metadata checker. Customize automatic or manual metadata archiving. If changes are made in the picklist values, it is necessary to launch manual metadata archiving and then synchronize it. On the Salesforce side, the metadata checker is intended: for tracking any changes in metadata components. for archiving metadata components. for auto-updating a value in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup records. To enable metadata checker: Go to CT Mobile Control Panel: Tools. Enable Scheduled metadata check. The metadata checker is enabled. The system launches Apex class once per hour to track changes in the metadata components. If any metadata component has changed since the previous Apex class launch, the process of the ZIP archive creation will be initialized, and the value in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup record will be updated. The metadata checker will also be triggered if the changes have been made to reports and dashboards that are added: to the Home screen of the CT Mobile app. if created, in a custom folder that starts with the CLM keyword. It is possible to modify the default schedule of the metadata checker launch. To schedule the metadata archive generating: Go to the CT Mobile Control Panel: Tools tab. Disable Scheduled metadata check. Go to Setup → Custom Code → Apex Classes and click Schedule Apex. Enter any Job Name. Find Schedule_LastModifiledDate in the Apex Class field. Set a schedule. Click Save. The schedule is set up. To view the job status, go to the Setup → enter Apex Jobs in the Quick Find box → click the Apex Jobs page. For further information, please refer to Developer Salesforce: Apex Scheduler. To manually create the metadata archive, we recommend using the Refresh metadata archive button on the CT Mobile Control Panel: Tools tab. If the metadata checker is disabled or the metadata archive needs to be created off the schedule, manually collect the metadata in the ZIP archive. The manual metadata archiving is intended: for tracking any changes in metadata components used in the CT Mobile app. for archiving metadata components. for auto-updating a value in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup records. To manually archive metadata components: Go to Setup → Developer Console. Press CTRL + E to open Execute Anonymous Apex Window. Enter the code below: List listDates = [SELECT id, clm\\__MetadataLastModifiedDate__c FROM clm\\__ApplicationSetup__c limit 50000]; for(clm\\__ApplicationSetup__c aps : listDates){ aps.clm\\__MetadataLastModifiedDate__c = null; } update listDates; clm.Schedule_LastModifiledDate.doCalloutFromFuture(); Click Execute. The process of archive creation is commenced and will be finished in several minutes.","title":"Metadata Checker","component":"ctmobile-windows","version":"","name":"metadata-checker","url":"/ctmobile-windows/knowledge-base/configuration-guide/metadata-checker.html","titles":[{"text":"Collecting Metadata Archive","hash":"h2_1036043893","id":1},{"text":"Enable Metadata Checker","hash":"h2_1244689107","id":2},{"text":"Set up a Schedule For Creating Metadata Archive","hash":"h3_77953516","id":3},{"text":"Manually Create Metadata Archive","hash":"h2_1657467916","id":4}]},"720":{"id":720,"text":"Send push notifications from Salesforce to mobile users. CT Mobile app should be signed by the Windows Store certificate; CT Mobile app should have permission to run in the background on the user’s device. To send a notification to a mobile user: Go to the Notification Center tab. Select one or several users from the Available users list and click Select users. Use the Filter field to select a list view. To find a mobile user, use the Search box To exclude mobile users from the mail list, select them in the Selected users list and click Remove selected. Enter a message in the Message box and click Send. The message was sent. The info pop-up appears if the message was successfully sent. To see the status of messages, go to the Status tab. If the message is successfully sent, the push notification appears on the mobile user’s device.","title":"Notification Center","component":"ctmobile-windows","version":"","name":"notification-center","url":"/ctmobile-windows/knowledge-base/configuration-guide/notification-center.html","titles":[{"text":"Sending Messages from Notification Center","hash":"h2_1236466092","id":1}]},"721":{"id":721,"text":"CT Mobile app allows working with Person Accounts. Person Accounts store information about individual people by combining certain Account and Contact fields into a single record. To enable Person Accounts functionality: Enable Person Accounts for the Salesforce org. After Person Accounts is enabled, a Person Account record type is created. Assign the person account record type to user profiles. Go to CT Mobile Control Panel: General and enable Person Accounts for the appropriate user profile. Go to CT Mobile Control Panel: App Menu and add Account and Contact to the Selected list in the required order. The setup is complete. To view only appropriate records on the Related Accounts tab in the CT Mobile app, it is necessary to specify the Account Contact Relation object in the Reference Object API Name field. The Person Accounts records are listed in the Contacts menu item. Configure and assign a mini-layout for the Person Account record type to create new records; Configure list views for Person Accounts by including the Is Person Account field in the filter criteria. For activity management, correct operation of the Calendar module, the Applications module, and the CT Mobile app in general, the Activity objects must contain the relationships with the Contact object, available to a user.","title":"Person Accounts","component":"ctmobile-windows","version":"","name":"person-accounts","url":"/ctmobile-windows/knowledge-base/configuration-guide/person-accounts.html","titles":[{"text":"Enable Person Accounts","hash":"h2_693098374","id":1},{"text":"Using Person Accounts in the CT Mobile app","hash":"h2_1162752891","id":2}]},"722":{"id":722,"text":"The push identifier is a unique identifier to enable the push notification for users who are working with the following functionalities: Chatter A user receives notifications about new posts and mentions. Custom notification For example, to notify users to perform synchronization, update the app, etc. For the CT Mobile app installed from the App Store, the push identifier is ctmobile. For testing the internal versions of the CT Mobile app (CT Sample), the push identifier is sample. To obtain the unique push identifier for the custom CT Mobile app: Specify the push identifier using the last part of the bundle ID of your custom CT Mobile app. For example, for the CT Mobile app in the App Store, the bundle ID is com.customertimes.appstore.ctmobile, therefore, the push identifier is ctmobile. Specify the additional push identifier for testing your Debug version of the custom CT Mobile app by adding the test postfix; for example, ctmobile_test. Provide the following to enable push notification: bundle ID, TeamId, APNs Auth Key (or APNs Push Certificate) by sending an email with the subject “Push Identifier” at productsupport@customertimes.com. The Customertimes team adds the push identifier for your custom CT Mobile app. If you changed the push identifier, it is necessary to provide it to the Customertimes team to update it. The setup is complete. To receive push notifications on your device, it is also necessary to fill out the Device Token field on the current User record. According to that value, Salesforce defines the user device to send push notifications. If you authorize with the same credentials on several devices (but no more than 5), the field will contain the token of the last device on which you synchronized.","title":"Push Identifier","component":"ctmobile-windows","version":"","name":"push-identifier","url":"/ctmobile-windows/knowledge-base/configuration-guide/push-identifier.html","titles":[{"text":"Obtain a Push Identifier for a Custom CT Mobile app","hash":"h2_956989378","id":1}]},"723":{"id":723,"text":"In the CT Mobile package, administrators can specify the Reference object according to the business goals. To set up the Reference object: Go to the CT Mobile Control Panel: General tab. In the Reference Object API Name field, select the desired object. Click Save. The setup is complete. After the full synchronization, the setting is applied. As the Reference object, use the junction object between the Account and Contact objects. In the case of the incorrect object in the Reference Object API Name field, the field is considered empty. the standard Account Contact Relationship object To use this object, users should have the ability to relate a contact to multiple records. For more information, refer to Set Up Contacts to Multiple Accounts. When using the CT Pharma solution as the target system, CTPHARMA__Reference__c Any custom object with the field of the lookup type to the Account and Contact objects","title":"Reference Object","component":"ctmobile-windows","version":"","name":"reference-object","url":"/ctmobile-windows/knowledge-base/configuration-guide/reference-object.html","titles":[]},"724":{"id":724,"text":"To configure and work with the full functionality of the CT Mobile app, it is necessary to create additional remote sites. If My Domain is not configured, specify the following: Go t Setup → Security → Remote Site Settings. Click New Remote Site. In the Remote Site Name field, enter any name you like. In the Remote Site URL field, enter https://INSTANCE_NAME.salesforce.com. To obtain INSTANCE_NAME, go to Setup → Company Settings → Company Information → find the Instance field. Click Save. The remote site is added. Please note that Salesforce requires My Domain for Lightning Experience users. In this case, set up My Domain and add one more remote site: Go to Setup → Security → Remote Site Settings. Click New Remote Site. In the Remote Site Name field, enter any name you like. In the Remote Site URL field, enter the URL of the user’s organization. The URL must include the top-level domain, e.g., .com. To obtain the URL of the user’s organization, in Salesforce Classic, go to the Home page and copy the URL, for example, https://organization-name-dev-ed.my.salesforce.com/ Click Save. The remote site is added. Also, make sure that the CTCLM and CTCLMEditor remote sites are active. Otherwise, some functionalities of the CT Presenter will not work properly. The CTCLMRD remote site should be active for the Remote Detailing functionality.","title":"Remote Site Settings","component":"ctmobile-windows","version":"","name":"remote-site-settings","url":"/ctmobile-windows/knowledge-base/configuration-guide/remote-site-settings.html","titles":[]},"725":{"id":725,"text":"A system label is a unique identifier of a record created on a mobile device. To write a unique identifier when a user creates or edits a record in the CT Mobile app, create a custom MobileId__c field for the desired offline objects. The operation name: update: updating a record; create: creating a record. The identifier name: ObjectType-UUID: a unique internal identifier of a record that remains unchanged regardless of how many devices the record has been modified on. The format: ObjectType-UUID Account-54904168-c652-4e2b-b813-c745395bd357","title":"System Label","component":"ctmobile-windows","version":"","name":"system-label","url":"/ctmobile-windows/knowledge-base/configuration-guide/system-label.html","titles":[]},"726":{"id":726,"text":"The Attachment section on the Application record is used to store: .jpeg,.pdf, .html, etc., which can be used from within CLM presentation and should be specified in the Slide markup. project files in the ZIP archive(s). Attachment requirements for ZIP archives: The file size should be no more than 25 MB. If the attachment is larger than 25 MB, it should be split into several ZIP archives. The file extension for ZIP archives should be .zip with the source’s name. The available formats: the sources[n].zip format, where [n] is the number of the archive part, starting from 1. for convenience of use, it is possible to use the 7-Zip utility program to create and automatically divide archives into parts of less than 25 MB in the sources.zip.00[n] format, where [n] is the number of the archive part, starting from 1. Even if the attachment limit is extended by Salesforce support, there is no way to overcome the file size limit of 25 MB. To attach a file to the CLM presentation: Go to the Applications tab. Click the required CLM presentation. Drop the file in the Attachments section. For ZIP archives, click Renew Slides to recalculate all the slides and make them consistent with templates and widgets. For .jpeg, .pdf, .html, etc., specify the code in the Slide markup. Click Publish Application to upload an updated CLM presentation during fast or mixed synchronization. The file is added.","title":"Attach Files to CLM Presentation","component":"ctmobile-windows","version":"","name":"attach-files-to-clm-presentation","url":"/ctmobile-windows/knowledge-base/ct-presenter/attach-files-to-clm-presentation.html","titles":[]},"727":{"id":727,"text":"There is a list of management tools to control CLM presentations: The Application module, Carousel of CLM presentations on the mobile layout and Home Screen. Gestures Button controls Opening Attached files Changing Slides JS Bridge methods The Remote Detailing functionality. The UI of the Remote Detailing functionality is adapted for the co-browsing session. The presenter UI is intended to show slides and enable remote controls for participants, such as, like/dislike slides, stream video, calls, etc. The participant’s UI is adapted according to the presenter’s choice. Additionally, the following is available: JS Bridge methods Changing Slides Slides from one or several CLM presentation(s) may be organized in the branches, and each branch will be launched depending on the choice of the user. Double tap on the bottom of the screen to display slides in a branch for rapid switching between the slides. To jump to another branch, use one of the JS Bridge methods for navigation. For example, the presentation may include a home page that contains buttons for navigating through the presentation. On this slide, a user can choose what path of the presentation to take by tapping one of the headers. Each slide should have a unique order number. It is recommended to number branches as 0, 1, 2, etc., and number slides as 01, 02, …, 11, 12, etc., where a first number is a branch number, and a second is an order slide number in this branch.","title":"Navigation in CLM Presentations","component":"ctmobile-windows","version":"","name":"clm-navigation-in-clm-presentations","url":"/ctmobile-windows/knowledge-base/ct-presenter/clm-navigation-in-clm-presentations.html","titles":[{"text":"Branches","hash":"h2_21685430","id":1}]},"728":{"id":728,"text":"Application A set of HTML slides representing the logic of the CLM presentation. Slides are formed on templates and have a variable area for multiple use cases. Users can create custom scenarios based on the default scenario. Slide A CLM presentation page ;with a unique index number. The existence of two slides with equal index numbers within one CLM presentation is not permitted. The Required attribute prevents mobile users from displacing or removing the slide from the scenario. The Fixed attribute disables slide scrolling using a double swipe. The attribute use is recommended to be set to the slides that represent the menu. Template An HTML layout with placeholders. Templates support an unlimited number of placeholders. Multiple slides of the same CLM presentation can use the same template. Placeholder An HTML layout field that indicates a place for interactive widget content storage. It is possible to set up the type of supported widgets in the placeholder. The placeholder position number is a required parameter. Placeholders are marked as {!POSITION_n}, where n is an ordinal integer. Widget A separate editable template element. The following types of widgets are currently supported: Rich Text For changes to the HTML layout, text blocks places, and images Slider An interactive customizable widget that can aggregate numerical values Chart An interactive diagram widget Sortable An interactive sorting widget Video A widget for inserting a video into a slide YouTube video is currently supported. The video can be downloaded to the iPad to be available in offline mode. All types are managed using the Application Editor, excluding the Video type. Application Stats The object is intended to store the CLM presentation statistics from the Application module, Home Screen, a record’s mobile layout, and Remote Detailing. Custom Scenario The object is intended to store user scenarios for CLM presentations. Activity The object is intended to record all details, e.g., the company’s products, of different types of user visits. Sync Log The object is intended to log entries of each action during synchronization.","title":"CLM Presentation Components","component":"ctmobile-windows","version":"","name":"clm-presentation-components","url":"/ctmobile-windows/knowledge-base/ct-presenter/clm-presentation-components.html","titles":[{"text":"Additional objects","hash":"h2_1899601929","id":1}]},"729":{"id":729,"text":"Table of Contents Required Permissions CLM Presentation Creation Publication of CLM Presentations Displaying and Management of CLM Presentations CT Mobile app (offline mode) The Remote Detailing Functionality (online mode) The CT Presenter is intended to create CLM presentations for demonstrating them offline and online on the PC, tablets, and mobile phones. To use the CT Presenter functionality: Go to Setup → Security → Remote Site Settings → make sure that the CTCLM and CTCLMEditor remote sites are active. If you want to use Remote Detailing 2.0, install the CT Mobile package v. 3.63 or higher and make sure that the CTCLMRD remote site is active. Go to Setup → Custom Code → Custom Settings → Trigger Settings → make sure that the following records are created and active: ApplicationProcess AttachmentProcess SlideProcess TemplateProcess WidgetProcess Go to CT Mobile Control Panel: Tools and check the cloud token is specified. Assign the preconfigured permission set to a user according to their role. Check user permissions to CLM objects. Get familiar with the requirements for CLM presentations. Look through our guide for creating interactive CLM Presentations to know how to add content, such as media and specific interactions, on slides and properly upload ready CLM presentations to Salesforce. CT Presenter provides the Application Editor: Manually create CLM presentations using one of the options: Add slides based on templates with placeholders and widgets; Add slides with the specified markup. Add PowerPoint, PDF, or JPEG/JPG files to convert into a CLM presentation. CT Presenter provides the Plain Application Editor: Create and edit CLM presentations using the web interface. Create your templates, and slides with images, texts, videos, etc. Import PowerPoint into an existing template and convert it to a CLM presentation. Use the custom scenario editor to create, edit and delete custom scenarios. In the CT Mobile app, you can specify custom scenarios with the help of the Mobile Scenario Editor in the Application module. To use a CLM presentation, it is necessary to publish it: Renew slides of the current CLM presentation to view slides in the navigation feed during the display of the CLM presentation. Publish a CLM presentation by selecting it on the Applications tab. Publish a CLM presentation by using the Application Editor. During the synchronization process, CLM presentations will be downloaded on the mobile device and available for use: The CLM presentation should be active and available offline. NOTE: The Available Offline attribute is available since the CT Mobile managed package v. 3.54. The administrator should activate this checkbox for the required CLM presentations. The Application module allows reviewing CLM presentations uploaded from Salesforce. You can configure the mobile layout of the Activity object to launch a CLM presentation from the carousel of CLM presentations on the activity record. Also, you can launch a CLM presentation from the Home Screen. For each CLM presentation: Use pre-configured gestures. Double-tap the left or right side of the screen to view the control buttons. Double-tap the bottom of the screen to display the selected scenario and slide in a branch for rapid switching between the slides. JS Bridge methods are available from within the CLM presentation if specified on the slide markup. During the CLM presentation, specific user actions are captured and collected in the Application Stats record. Tracking button clicks, likes, dislikes, slide duration, and slide navigation are specified for each CLM presentation. The statistics will be linked to the activity record from which it was started. The CT Mobile app asks a user to link the statistics to the activity record if the CLM presentation was launched from the Application module or Home screen. We recommend reading Remote Detailing: F.A.Q. The Remote Detailing functionality allows the presenter and participants to simultaneously view CLM presentations on their PC, tablet, or mobile phone. The Self Detailing mode is intended for the participant’s remote control of the CLM presentation on a PC, tablet, or mobile phone without presenter participation. The CLM presentation should be active and available for Remote Detailing. The presenter can launch a CLM presentation for Remote Detailing on the Activity record in the CT Mobile app. The presenter can launch a CLM presentation for Remote Detailing on the Activity record or the Application record in Salesforce. The presenter can launch a CLM presentation via Microsoft Teams. Participant(s) join the Remote Detailing meeting by the invite link. For each CLM presentation: The separates UI for the presenter and participant. In the case of using on-the-slide markup, Remote Detailing: F.A.Q.JS methods and links are available from within the CLM presentation. Performed on the CLM presentation, specific user actions can be captured and collected in the Application Stats record. These actions can include capturing button clicks, certain gestures (clickstream data), or generic data and should be specified for each CLM presentation. When the presenter clicks the Finish session button or closes the browser tab, a record of the Application Stats object is created for each participant and presenter. For the Self Detailing mode, the statistics will be collected according to the Session timeout (in seconds) field.","title":"CT Presenter Introduction","component":"ctmobile-windows","version":"","name":"ct-presenter-introduction","url":"/ctmobile-windows/knowledge-base/ct-presenter/ct-presenter-introduction.html","titles":[{"text":"Required Permissions","hash":"h2_1251281241","id":1},{"text":"CLM Presentation Creation","hash":"h2_2019207216","id":2},{"text":"Publication of CLM Presentations","hash":"h2_1250107167","id":3},{"text":"Displaying and Management of CLM Presentations","hash":"h2_1781171346","id":4},{"text":"CT Mobile app (offline mode)","hash":"h3_1603252651","id":5},{"text":"The Remote Detailing Functionality (online mode)","hash":"h3_1972006392","id":6}]},"730":{"id":730,"text":"Go to Mobile Scenario Editor to learn more about how to create a custom scenario in the CT Mobile app. Custom Scenario Editor is intended to create and edit the custom scenarios of CLM presentations in Salesforce. To create a custom scenario: Go to Applications → click the required Application record. In the Custom Scenario section: Click Create to add a new scenario using the Custom Scenario Editor. Click Edit next to the scenario to edit its details. Click the icon to edit the scenario using the Custom Scenario Editor. Click Delete next to the scenario to delete it. The Custom Scenario Editor opens. Add the required slides. If some slides are not properly shown, renew them. Click the arrow next to the Save scenario button. Click Create if you add the new scenario; Click Save if you edit the existing scenario. In the new window: In the Create field, select a new scenario or a new CLM presentation. In the Presentation field, select the presentation to save the scenario. The field is not in use if you create a new CLM presentation. In the Scenario name field, specify the custom scenario name; Enable the Favorite checkbox to add the scenario to favorites. Click Create. The custom scenario is added.","title":"Custom Scenario Editor","component":"ctmobile-windows","version":"","name":"custom-scenario-editor","url":"/ctmobile-windows/knowledge-base/ct-presenter/custom-scenario-editor.html","titles":[]},"731":{"id":731,"text":"Table of Contents Add Button to the Layout Create PDF Use the Download as PDF button to quickly save several CLM presentations in PDF format. Each CLM presentation will be saved as a single PDF file with a slide per page. The PDF file format: ApplicationName (ApplicationVersion).pdf. The created PDF will be saved in the Owned by Me section on the Files tab. To add the button to the Applications tab: Go to Setup → Application → Search Layouts for Salesforce Classic. Click Edit next to List View. In the Custom Buttons section, move Download as PDF to Selected Buttons. Click Save. The button is added. To create PDF files with CLM presentations: Go to the Applications tab. Open the required list view. Select CLM presentations to convert into PDF. Click the Download as PDF button. The CLM presentations are converted into PDF files and available in the Owned by Me section on the Files tab.","title":"Download CLM Presentations as PDF","component":"ctmobile-windows","version":"","name":"download-clm-presentations-as-pdf","url":"/ctmobile-windows/knowledge-base/ct-presenter/download-clm-presentations-as-pdf.html","titles":[{"text":"Add Button to the Layout","hash":"h2_1318785425","id":1},{"text":"Create PDF","hash":"h2_1417760844","id":2}]},"732":{"id":732,"text":"CT Presenter is a cloud app that provides Digital Sales Aid functionality for mobile devices, also known as CLM (Closed Loop Marketing). It can be used to facilitate interactions between sales presenters and customers (HCPs, buyers) to achieve the most engaging user experience. This guide is intended for UI/UX and content designers, CLM-, CRM-, brand managers, and technical teams, who are responsible for selecting, managing, and creating visual aids and CLM presentations. CT Presenter Introduction Requirements and Media File Formats CLM Scheme CLM Presentation Components Test CLM Presentations Application Editor Creating CLM Presentation Plain Application Editor Custom Scenario Editor Attach Files to CLM Presentation Publishing CLM Presentations Navigation in CLM Presentations Download CLM Presentations as PDF JS Bridge API The Remote Detailing Functionality CT Presenter enables client-facing interactions using CLM presentations via various channels. CLM presentations can include interactive product presentations, educative and training materials, videos, references, links to external websites, mini-applications for trade & retail audits, contract visualization, etc. As CT Presenter is tightly integrated with CT Mobile, CLM presentations can interact with the mobile offline database of the CT Mobile app using read/write access to CRM data. In CLM presentations, images, videos, and attached PDFs can be used from the existing media libraries. For example, it is possible to develop complex CLM presentations based on HTML5 for product presentation along with retail audit and order taking. It will be a visually and functionally advanced presentation, which can provide a full “route map” of a visit and support with interactive tools for the actions that are needed to take during the call. CLM presentations are structured within the Salesforce data model and store HTML5 content and related resources in the Salesforce database. CT Presenter provides the data model and tools for CLM-presentations tracking and usage analysis for further improvement, e.g., shown slides, duration of every slide shown, clicks, etc. As all the statistics of content usage are stored in the Salesforce database, it is easy to run reports and develop integrated reports on CRM + CLM performance indicators of the reps.","title":"CT Presenter","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/ct-presenter/index.html","titles":[{"text":"Integrated CLM and CRM","hash":"h2_741641000","id":1}]},"733":{"id":733,"text":"Table of Contents Applications Tab Renew Slides Application Editor Tab When all the necessary information is placed on slides and widgets, the CLM presentation is ready to publish. Publication of the CLM presentation is a confirmation for all changes to be visible to the users of the CT Mobile app and a command for the CT Mobile app to upload an updated CLM presentation. To publish a CLM presentation: Go to the Applications tab. Click the required CLM presentation. Click the Publish Application button. Click the Forced Load Date field and select the appropriate date. Click Save. After the publication is confirmed, the CLM presentation is marked as Active, and the current version of the CLM presentation is updated. During fast or mixed synchronization, the CT Mobile app compares the current version of the CLM presentation with the one previously saved. If any discrepancies are found, only those slides and attachments will be loaded that have been updated after the last synchronization. In case of the future date is set in the Forced Load Date field on the CLM presentation record, the CT mobile app asks the current user to download the CLM presentation or not. In the case of the past date or an empty value being set in the Forced Load Date field the CLM presentation will be downloaded. To view slides in the navigation feed on the Applications module, on the mobile layout of a record, Home Screen, or during a co-browsing session with the Remote Detailing functionality, it is necessary to take slide screenshots. The Renew Slides functionality creates or replaces the screenshots, for example, if some information was changed or the animation was added. Taking a slide screenshot with a delay helps to capture all animating details. Currently, the screenshots of slides that use the following HTML features are taken incorrectly: csstransforms3d WebGL geolocation indexeddb video audio The process of preparing slide screenshots may take up to 10-15 minutes, depending on the current service load. To renew slide screenshots: If the required remote sites are not activated, slides will not be updated and the error message will be shown. Go to the Applications tab. Click the required CLM presentation. Click the Renew Slides button. Select the delay: 3, 7, or 15 seconds. Click OK. Slides screenshots will be replaced. Wait for 2-3 minutes to publish the CLM presentation. If an error occurs, check the numbering and order of slides and branches. To publish a CLM presentation right through the Application Editor: On the Application Editor tab, select the required CLM presentation. Click the Publish button. Select the Forced Load date from available values such as immediately, in 3, 7, or 15 days. Click the Publish button. After the publication is confirmed, the CLM presentation is marked as Active, and the current version of the CLM presentation is updated. During fast or mixed synchronization, the CT Mobile app compares the current version of the CLM presentation with the one previously saved. If any discrepancies are found, only those slides and attachments will be loaded that have been updated after the last synchronization. In case of the future date in the Forced Load Date field on the CLM presentation record, the CT mobile app asks the current user to download the CLM presentation or not. In the case of the past date or an empty value being set in the Forced Load Date field, the CLM presentation will be downloaded.","title":"Publishing CLM Presentations","component":"ctmobile-windows","version":"","name":"publishing-clm-presentations","url":"/ctmobile-windows/knowledge-base/ct-presenter/publishing-clm-presentations.html","titles":[{"text":"Applications Tab","hash":"h2_1149854286","id":1},{"text":"Renew Slides","hash":"h3_1098755975","id":2},{"text":"Application Editor Tab","hash":"h2_104022594","id":3}]},"734":{"id":734,"text":"Table of Contents Common Recommendations Recommended Media Formats PDF and PowerPoint Requirements Video in CLM presentations Links in CLM presentations Required JS Resources There is a list of requirements and media file formats for CLM presentations Consider the quantity and image quality of the media assets to ensure the CT Mobile app responds quickly, and the user does not wait long during the synchronization or slide transition in the Remote Detailing meetings. It is important to test the CLM presentations for the Remote Detailing meetings on different mobile devices to ensure compatibility across device versions as well as cross-browser compatibility. For more information, read Remote Detailing F.A.Q. The CLM presentation aspect ratio should depend on the screens of the mobile device to display, mostly it is 16:9 or 4:3. Use media according to the resolution of the target device. HTML5 can handle large files, but you should make sure that these files do not use all the memory of a mobile device. Otherwise, CT Mobile may crash while displaying the content or soon after returning to the rest of CT Mobile functionality. XML parsing within HTML5, while it may be technically possible, has been known to use up all the memory. We recommend testing the display of HTML5 content and interactions with it repeatedly to ensure memory issues will not occur. However, memory warnings may appear in the device log to identify possible memory issues, although not every time. For long-format, like reports and articles, we recommend using PDF that may be converted into HTML5 code. For short-format media, HTML5 will provide a better navigation experience, more accurate reporting, and interactivity. Also, it is possible to convert .ppt(x) or JPG/JPEG into HTML5 code with slide snapshots (degraded resolution is used to optimize image/file size). We recommend that you consider default gestures when implementing custom actions. For example, do not override the two-finger swipe that is used to switch slides in a scenario. Or do not implement custom action by double-tapping the sides of a screen because this gesture calls out the navigation bar or the standard action menu. Adobe Flash is not supported. Do not name methods as the top-level domains. For example, if the .to method is used in the class on the slide markup, the classname.to will be interpreted as the link. Type Extension Recommended Size Display (on Mobile Device) Additional Guidelines HTML5 .html .htm 13 000 symbols per slide 2 MB Fullscreen in the landscape view Support files such as HTML, CSS, images, video, and PDF are stored in multiple folders. Media included with the HTML should be referenced using relative paths, like /css/styles.css rather than http://server.com/css/styles.css. Default gestures to switch and interact with slides are supported. Video .mp4 .m4v .mov .avi 10 MB per video 60 seconds long Fullscreen in landscape view Small video can be scaled to the full screen H.264 MPEG4 is recommended. Large files increase the battery use of the device during syncing: using the highest level of video compression that creates the desired effect is strongly recommended. Images .jpg .png The minimum resolution is 1024x768 for landscape view PDF 2.5 MB per 10 pages with images 2.5 MB per 50 pages with text not more than 75 MB Fullscreen in landscape view Small video can be scaled to the full screen Scroll vertically In the current version of CT Presenter, PDFs are displayed only as attachments on mobile devices. Do not insert any fields or forms in PDF files. If a PDF file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation. Do not use the & symbol in the PDF file name, otherwise the presentation will not be loaded. For presentations in Remote Detailing, we recommend using HTML5 or images instead of PDF. PPT not more than 75 MB Embed fonts in a CLM presentation to be sure that the fonts, special characters, layout, and styling of the document won’t change while sharing. If a .ppt(x) file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation. Slides animation from converted .ppt files is not supported. Violation of converted slides' proportion is possible when other than iPad format slides are used in the source document. ZIP .zip not more than 73 MB not more than 200 slides The ZIP file structure must not contain subdirectories. Slides must be located in the root directory. Do not use the & symbol in the ZIP file name, otherwise the presentation will not be loaded. Consider these parameters when converting CLM presentation based on .pdf or .ppt(x). Parameter Image Size, pixels Default Rendering Quality, DPI Physical Size, in Physical Size, cm .pdf Width 4096 300 13.65 34.67 Height 3072 300 10.24 26.00 .ppt(x) Width 4800 300 16 40.64 Height 3600 300 12 30.48 For the .ppt(x) format, these parameters mean the slide size: The slide size for the .ppt(x) format was tested and is recommended as a workable value. Presentations with other sizes of .ppt(x) slides may not work properly. The link should have the following format https://www.youtube.com/embed/GhpE_7cBu44. We suggest you upload videos to YouTube by selecting the Unlisted value in the Visibility option to avoid public dissemination. During synchronization, the CT Mobile app downloads the video into its local repository for offline access. The code for correct video insertion in slide markup: To open a link in the CLM presentation, the link should be as https://www.google.com/, for example: link The following JS library should be represented in the tag of each slide. The following scripts and styles should also be specified in the tag of a slide for editing via Application Editor. ","title":"Requirements and Media File Formats","component":"ctmobile-windows","version":"","name":"requirements-and-media-file-formats","url":"/ctmobile-windows/knowledge-base/ct-presenter/requirements-and-media-file-formats.html","titles":[{"text":"Common Recommendations","hash":"h2_1563031520","id":1},{"text":"Recommended Media Formats","hash":"h3_682202319","id":2},{"text":"PDF and PowerPoint Requirements","hash":"h2_1593603134","id":3},{"text":"Video in CLM presentations","hash":"h2_1549430477","id":4},{"text":"Links in CLM presentations","hash":"h2_2044220847","id":5},{"text":"Required JS Resources","hash":"h2_1169375241","id":6}]},"735":{"id":735,"text":"Create test CLM presentations to get familiar with how to implement the JS Bridge methods and media into a slide markup. Go to JS Bridge Methods Availability to see which JS Bridge methods are available for use based on the device platform. To add test CLM-presentations: Go to CT Mobile Control Panel: General. In the top right corner, click the Create Demo App button. CLM presentations are added. Go to Applications to view the created CLM presentations. CT Mobile JS API Use this CLM-presentation as an example of how to implement the following JS Bridge methods: ctm.create ctm.update ctm.delete ctm.query ctm.getFile ctm.storeFile Demo Presentation Use this CLM-presentation as an example of how to interact with the elements, such as video or widgets.","title":"Test CLM Presentations","component":"ctmobile-windows","version":"","name":"test-clm-presentations","url":"/ctmobile-windows/knowledge-base/ct-presenter/test-clm-presentations.html","titles":[]},"736":{"id":736,"text":"Table of Contents Determine Location Photo Add Post CT Orders CT Sign The Actions combo menu allows additional actions to be performed on a record details screen. If the Account record has no location, click the icon on the map to save the current coordinates as the address for this record. The mobile user should have permission to edit the geolocation field. Add pictures to a record. Tap the Photo button to select one or several photos from the device gallery, or take a new one. View photos on the Notes & Attachments tab of the record. The Photo button is available on any object—the records of Accounts,Contacts, and Activity objects: When a mobile user has permission to edit records. When a record is available for a mobile user according to Sharing Settings, for example, with Public Read/Write access, if there is a sharing rule, or if the access was granted manually. The user profile should have permission to edit records of the object to which the Chatter tab is added. Click the Plus button to add a new post to the Chatter feed. To create an order offline, follow the steps in the CT Orders guide. To sign a document offline, follow the steps in the CT Sign guide.","title":"Actions","component":"ctmobile-windows","version":"","name":"actions","url":"/ctmobile-windows/knowledge-base/mobile-application/actions.html","titles":[{"text":"Determine Location","hash":"h2_1355154294","id":1},{"text":"Photo","hash":"h2_62618674","id":2},{"text":"Add Post","hash":"h2_785802245","id":3},{"text":"CT Orders","hash":"h2_784112042","id":4},{"text":"CT Sign","hash":"h2_13678918","id":5}]},"737":{"id":737,"text":"The compact layout is a standard Salesforce functionality of Salesforce to customize the record field display in the Salesforce mobile app and Lightning Experience. CT Mobile app uses compact layouts to form the title and subtitle of records in the related lists, for example, in the Calendar and Routes modules or on the Errors screen. The record title is the value of the first field in a compact layout, and the subtitle is the value of the second field in the compact layout, except for: if the first field has no value, the title is generated by the value in the field with the NameField=true attribute. if a user has no access to fields of the assigned compact layout, the title is generated by the value in the field with the NameField=true attribute if the field with the NameField=true attribute has no value, the title is generated by its ID (Salesforce ID or temporary ID in the application). Also, when a user taps on an Activity record on the calendar grid, values of all fields, which have been added to the assigned compact layout, will be displayed in the pop-up.","title":"Compact Layout","component":"ctmobile-windows","version":"","name":"compact-layout","url":"/ctmobile-windows/knowledge-base/mobile-application/compact-layout.html","titles":[]},"738":{"id":738,"text":"Use back and forward buttons to switch between screens. Long tap the Back button to view the list of the previous screens. Long tap the Forward button to view the list of the next screens. Tap on a record in a list to move to the corresponding screen. Use buttons to navigate between the last 5 open screens. You can move by buttons to the following screens: modules and menu items, for example, Home, Settings, Routes, etc. record screens, e.g.,Accounts, custom Activities,Tasks, etc. web view of the selected dashboard in the Dashboards module. web view of a link in the Links module. CLM-presentations and tabs on the Applications module files and folders on the Libraries module. feeds, groups, and people in the Chatter module.","title":"History Buttons","component":"ctmobile-windows","version":"","name":"history-buttons","url":"/ctmobile-windows/knowledge-base/mobile-application/history-buttons.html","titles":[]},"739":{"id":739,"text":"Here you can find articles described the functionality of the CT Mobile app. Please assign the CT Mobile User permission set to all mobile users who work with the CT Mobile app. All information is divided into sections for your convenience: Synchronization Mobile Application Modules Actions History Buttons Search Compact Layout","title":"Mobile Application","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/mobile-application/index.html","titles":[]},"740":{"id":740,"text":"Records of the Event and Task objects can be searched only by titles and subtitles listed in compact layouts.# This type of search is placed at the top of the records list in all objects added to the menu. The search button allows all records of the selected object to be searched according to the selected list view. Search is carried out in the fields that are listed on the Search Results search layout and in the fields specified as the title and subtitle on the compact layout. The found records are displayed on the left side of the screen.","title":"Search","component":"ctmobile-windows","version":"","name":"search","url":"/ctmobile-windows/knowledge-base/mobile-application/search.html","titles":[{"text":"Search in Records","hash":"h2_477596190","id":1}]},"741":{"id":741,"text":"Table of Contents CT Mobile package v. 3.93 CT Mobile package v. 3.90 CT Mobile package v. 3.89 CT Mobile package v. 3.82 CT Mobile package v. 3.81 CT Mobile package v. 3.79 CT Mobile package v. 3.71 CT Mobile package v. 3.69 CT Mobile package v. 3.68 CT Mobile package v. 3.67 CT Mobile package v. 3.66 CT Mobile package v. 3.65 CT Mobile package v. 3.64 CT Mobile package v. 3.63 CT Mobile package v. 3.62 CT Mobile package v. 3.61 CT Mobile package v. 3.60 CT Mobile package v. 3.58 CT Mobile package v. 3.57 CT Mobile package v. 3.56 CT Mobile package v. 3.54 CT Mobile package v. 3.53 CT Mobile package v. 3.51.2 Here you could find a feature, the link to the corresponding article, and the CT Mobile package version since the feature is available. Important notes: If you update the CT Mobile package from a version below 3.50.2, you need to install version 3.50.2 (click to download), then version 3.50.3 (click to download), and after the current version of the CT Mobile package. Please note that the links are provided to update your production Salesforce environment. To update the safe environment, replace the path https://login.salesforce.com/... in the link with https://test.salesforce.com/... Since CT Mobile package version 3.54, the administrator credentials are not used. New metadata scheduler. Metadata last modify date updating based on archive creation. Adding Flows into metadata archive based on archive component. Fixed missing metadata archive refresh date. Please remove the archive component custom metadata type before upgrading to this version. Fixed displaying Mini Layouts editing window. Fixed displaying fields in the Custom Details editing window. Please remove the archive component custom metadata type before upgrading to this version. Regarding migration of the metadata archive to the new infrastructure, the Authorize Heroku Service button has been added to the Tools tab of the CT Mobile Control Panel. After installing the CT Mobile package v. 3.89: Login to your Salesforce organization with the System Administrator profile credentials. Go to CT Mobile Control Panel → Tools. Click Authorize button next to Authorize Heroku Service. Click Allow in the appeared authorization window. NOTE: Each user with the System Administrator profile must authorize the Heroku service before refreshing the metadata archive. Progress bar has been added under the Refresh metadata archive button in the CT Mobile Control Panel → Tools tab. Refresh CTM Settings and Remove metadata archive buttons have been removed from the CT Mobile Control Panel → Tools tab. Fixed creation multiple identical CTM Settings records for offline objects with related list filters. Fixed editing custom scenarios. Now you can specify a custom domain name for your meeting URL. The Available for Download checkbox is added to the application creation form. If selected, the presentation can be downloaded as PDF during the Self Detailing. Updated required permissions sets for CT Mobile users, who need to work with CLM presentations: CT Mobile User (edited); CT Mobile List View (new); CT Mobile Presenter (new). Fixed \"Error 404\" in Remote Detailing room for sandbox environments with enabled Salesforce Enhanced Domain. Save several audio records for the Remote Detailing meetings. NOTE: This option is available only in the CT Mobile package v. 3.71. Fixed adding components to the metadata archive (also when using Archive Components_ custom metadata type). Saving audio recording on the corresponding Activity record. Fixed display of tracked user’s path on the map. Download the package from the App Exchange. UI fixes. The ability to activate the CG Cloud support to work with it in the CT Mobile app if the CG Cloud is configured in the Salesforce organization. A warning about the paid Remote Detailing feature is displayed for the first logging in. During the Activity creation, users will be notified if CLM presentations are not found on a server. The Terms Accepted attribute in the application statistics stores a participant’s agreement to the terms of use. During the Self Detailing meeting. The ability to use the cm .secureQuery method in the CLM presentations to make secure requests to Salesforce data. Support the ctm.create and ctm.update methods in the CLM presentations. For user convenience: A message will inform the user that the CLM presentations are not added to the server. Only a maximum of 9999 of the most recently modified dashboards and a maximum of 1000 of the last most recently modified reports will be downloaded in the CT Mobile app during the sync process. Only records with the record types of the CT Mobile package will be deleted with the Refresh CTM Settings button. Fixed checking the profile permission to launch a Remote Detailing meeting. Fixed populating the reference field on the corresponding Application Stats record with the Activity record from which the Remote Detailing meeting was started. Fixed adding custom labels to the metadata archive. CT Presenter Fixed the Renew slides button operation when updating slides. UI fixes. The ability to select or manually add the value in the fields with the Date and Date/Time data type during creating a SOQL filter. New options to specify and add terms of use on the Welcome screen during the Remote Detailing or Self Detailing meeting. Currently, not in use. If the required remote sites are not activated, an error message will be displayed when a user tries to renew slides. The browser name and IP address will be stored in the statistics record for the presenter and participants. The ability to create a CLM presentation based on a ZIP archive with the images in JPEG or JPG format. Now, you can either specify components to collect or set the number of entities in one request to build the metadata archive. Contact our Customertimes team to get the additional information. Fixed the ability to download the metadata archive. The list of permissions has been updated with the User audit fields for the CT Mobile Administrator and CT Mobile User permission sets. Use the New settings only toggle to specify whether to store settings both in custom settings and as CTM Settings records or only as CTM Settings records. The ability to specify whether the participant is required to add the email to access the Remote Detailing meeting. The new parameter for future audio recording storage is added. For user convenience: A message will inform the user of the reason CLM presentations are not available for a Remote Detailing meeting. A message will inform the user that they do not have permission to launch a Remote Detailing meeting. The new audit field is intended to store the user’s device model for better customer support. The logic will be implemented in the next releases of CT Mobile apps. If the required remote sites are not activated, an error message will be displayed when a user tries to save a CLM presentation in Application Editor. If CLM presentations are not set for the Activity record, all active and available for Remote Detailing meetings CLM presentations will be available during the Remote Detailing session. To reduce sync time and use fast sync instead of mixed one, the metadata checker now only tracks reports and dashboards that have been added to the Home screen of the CT Mobile app or specified in a custom folder that starts with the CLM keyword. Fixed the availability of CLM presentations and slides: inactive CLM presentations and slides are now no longer available during a Remote Detailing meeting. We kindly ask you to refer to the Migration to Remote Detailing 2.0 article to set up the Remote Detailing 2.0 functionality. New CT Presenter connected app. The ability to add desired components in the metadata archive by specifying them using the corresponding custom metadata type. Contact our Customertimes team to get the additional information. Fixed an issue with refreshing the metadata archive when there are too many custom settings records. Performance improvement: Reducing the number of objects in the metadata archive. The new RD endpoint should be activated when installing or updating the CT Mobile package. Enhanced UI for the presenter and participants. The list of permissions has been updated for the CT Mobile Administrator and CT Mobile User permission sets. Security Update: specify the integration user to connect to the Self Detailing meeting and collect statistics. New direct links to access Remote Detailing and Self Detailing meetings. The ActivityProcessHandler class will check if only active and valid CLM presentations are specified for Activity objects. If not, the error message will be written in logs. For your convenience, use the Download metadata archive button to download the archive and send it to support in case of any issues. The maximum size of the .pdf and ppt(x) file for converting to CLM presentation has been enlarged up to 75 MB. New JS Bridge methods to manage audio and video on the presenter device. The error message will be displayed when a user loads an Attachment which size is more than 25 MB. Fixed an issue with a lack of user permissions to access the Sync Recovery functionality. Fixed the trigger operation: add and activate the required trigger in the Trigger Settings. Fixed saving CLM presentation as PDF when the CLM presentation name contains invalid characters. Fixed the ActivityProcessHandler class errors when there are no actual values in the Link Field and Application List Field. Fixed compilation of metadata archive in case of larger data size. The metadata archive will not be rebuilt when changes are applied to objects that are not specified as offline objects. In the CT Mobile User and CT Mobile Administrator permission sets: The corresponding access to the Unfinished Activity Allowed field of Mobile Application Setup is added. The corresponding access to the Slide Zoom Enabled and Available Offline field of the Application object is added. During the installation of the package, the cloud token will be copied to the protected API Key custom setting. During the package installation, the Available Offline attribute of the Application object will be set as true for those CLM presentations that were available offline. If the Sync Recovery functionality is enabled and the Attachment record has a temporary Id of the parent record in the reference field, the attachment will be sent as a Proxy object to Salesforce. Specify the ability to leave the unfinished activity for users' profiles. The ability to activate the CT Sign module for the CT Mobile app. Due to security reasons, the Scheduled metadata check toggle and the Refresh metadata archive button are displayed only for users with the Modify All Data and Modify Metadata Through Metadata API Functions permission or with the assigned CT Mobile Administrator permission set. The Create button will be inactive if there is no field added when creating a mini layout. Fixes for the creation of custom related lists. Fixed the display of the settings on the CT Mobile Control Panel tabs for Safari users. The ability to work with the Custom Scenario Editor in Lightning Experience. Fixed the process of renewing slides if there is only one slide in the CLM presentation. Fixed attaching files to CLM presentations in Lightning Experience. The ability to specify the ascending or descending order for records in the Routes module. The Remove metadata archive from server button is added to simplify the QA process. The ability to specify Bing Maps API Key for CT Mobile Windows and Google Maps API Key for CT Mobile Android to select Bing or Google Maps in the Routes module, in the Nearby Accounts module, and the Maps widget. Display an error when renewing slides using the invalid cloud token. Only one mini-layout can be specified for record types and profiles. Fixed saving to handle changes of a large number of fields on the Calendar tab. Fixed the display of profile settings on the Calendar tab when selecting the profile in the Location field. Fixed the incorrect error text when something goes wrong while converting a ppt(x) or PDF file into a CLM presentation. Fixed the error text when renewing slides. Fixed the Back button behavior in the Application Editor: now, the corresponding CLM-presentation record opens instead of the Home page. The new private API key custom setting is used to store the cloud token and restrict user access to the cloud token following the Salesforce security policy. The Refresh metadata archive button is intended to replace the manual collecting of the metadata archive. The ability to use reference fields in SOQL filters. If the CT Orders module is available for at least one profile, the description for the CT Orders objects will be added to the metadata archive to provide offline the full CT Orders functionality. Metadata will be added to the metadata archive based on the CTM Settings records of the Offline Object record type to reduce the sync process time. Custom scenarios can be selected within the Remote Detailing session. Fixed display of several empty fields when creating a mini-layout. Fixed the picklist expanding. Fixed the behavior after clicking the Back button in the Lightning Experience. The list of the related lists for an offline object is no longer cached on the Offline tab. Fixed the related list editing. Fixed the Demo presentation creation in the Sandbox environments that are created based on the Production environment. The Show button to view the cloud token value. The Call Repeat Allowed option allows resuming the finished meeting. Statistics will be collected too. The indicator of the enabled attendee’s remote control is highlighted in red color for better visibility. The corresponding tab allows customizing the Remote Detailing and Self Detailing functionality in one place. For the users' convenience, the objects in the picklists are now sorted by label instead of API Names. The Refresh CTM Settings button helps to support consistency between CTM Settings and Custom Settings records in case of errors. The ability to add the CT Orders module to the CT Mobile app on the App Menu tab If the CT Orders package is installed. In Lightning Experience, add the Download as PDF button to the Applications tab for generating PDF files for several CLM presentations. Improved quality for slides generated from PDF or PPT files via Application Editor. The enhanced setup process for the Remote Detailing and Self Detailing functionality. In Lightning Experience, add the Remote Detailing button on the Application record to launch the Remote Detailing meeting. On the Attendee Details screen, the username field is now required for filling out. In the Salesforce Classic, the Remote Detailing and Self Detailing buttons are no more supported. To correctly apply lookup filters in the reference fields of the Event and Task records, the fullNames = Activity request is included in the CustomObject request used for metadata archive creation.","title":"CT Mobile Package Release Notes","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/news/ct-mobile-package-release-notes/index.html","titles":[{"text":"CT Mobile package v. 3.93","hash":"h2_2032103072","id":1},{"text":"Fixes","hash":"h3_479845033","id":2},{"text":"CT Mobile package v. 3.90","hash":"h2_2032103073","id":3},{"text":"Fixes","hash":"h3_1844278829","id":4},{"text":"CT Mobile package v. 3.89","hash":"h2_466019125","id":5},{"text":"CT Mobile package v. 3.82","hash":"h2_466019130","id":6},{"text":"Fixes","hash":"h3_574533443","id":7},{"text":"CT Mobile package v. 3.81","hash":"h2_466019133","id":8},{"text":"Fixes","hash":"h3_1234198259","id":9},{"text":"CT Presenter","hash":"h4_1542142448","id":10},{"text":"CT Mobile package v. 3.79","hash":"h2_1225534012","id":11},{"text":"New Features and Improvements","hash":"h3_996290104","id":12},{"text":"Remote Detailing 2.0","hash":"h4_1348682521","id":13},{"text":"Fixes","hash":"h3_1617666980","id":14},{"text":"Remote Detailing 2.0","hash":"h4_668712022","id":15},{"text":"CT Mobile package v. 3.71","hash":"h2_1225534020","id":16},{"text":"New Features and Improvements","hash":"h3_1836748666","id":17},{"text":"Remote Detailing 2.0","hash":"h4_1434818080","id":18},{"text":"Fixes","hash":"h3_135984606","id":19},{"text":"Salesforce Metadata","hash":"h4_712316612","id":20},{"text":"CT Mobile package v. 3.69","hash":"h2_340549929","id":21},{"text":"New Features and Improvements","hash":"_new_features_and_improvements","id":22},{"text":"Remote Detailing 2.0","hash":"_remote_detailing_2_0","id":23},{"text":"Fixes","hash":"h3_473996418","id":24},{"text":"Geolocation Center","hash":"h4_739492627","id":25},{"text":"CT Mobile package v. 3.68","hash":"h2_340549930","id":26},{"text":"Fixes","hash":"h3_176171128","id":27},{"text":"Geolocation Center","hash":"h4_1926915344","id":28},{"text":"CT Mobile package v. 3.67","hash":"h2_506446746","id":29},{"text":"New Features and Improvements","hash":"h3_1527280195","id":30},{"text":"CT Mobile Control Panel","hash":"h4_487563059","id":31},{"text":"Remote Detailing 2.0","hash":"h4_421691643","id":32},{"text":"Salesforce Metadata","hash":"h4_1092799643","id":33},{"text":"CTM Settings","hash":"h4_196313523","id":34},{"text":"Fixes","hash":"h3_715488940","id":35},{"text":"Remote Detailing 2.0","hash":"h4_1111363625","id":36},{"text":"Salesforce Metadata","hash":"h4_160214840","id":37},{"text":"Geolocation Center","hash":"h4_71558689","id":38},{"text":"CT Mobile package v. 3.66","hash":"h2_340549920","id":39},{"text":"New Features and Improvements","hash":"h3_1623093173","id":40},{"text":"CT Mobile Control Panel","hash":"h4_2040784478","id":41},{"text":"Remote Detailing 2.0","hash":"h4_10826665","id":42},{"text":"CT Presenter","hash":"h4_682164092","id":43},{"text":"Salesforce Metadata","hash":"h4_1406712363","id":44},{"text":"Fixes","hash":"h3_301138596","id":45},{"text":"CT Mobile Control Panel","hash":"h4_311591702","id":46},{"text":"CT Mobile package v. 3.65","hash":"h2_340549918","id":47},{"text":"New Features and Improvements","hash":"h3_1552158643","id":48},{"text":"CT Mobile Control Panel","hash":"h4_904461181","id":49},{"text":"Remote Detailing 2.0","hash":"h4_222227263","id":50},{"text":"Salesforce Metadata","hash":"h4_1156290882","id":51},{"text":"CT Mobile package v. 3.64","hash":"h2_340549917","id":52},{"text":"New Features and Improvements","hash":"h3_1343580356","id":53},{"text":"Remote Detailing 2.0","hash":"h4_2102547473","id":54},{"text":"Salesforce Metadata","hash":"_salesforce_metadata","id":55},{"text":"Fixes","hash":"h3_1255333094","id":56},{"text":"Remote Detailing 2.0","hash":"h4_1988879136","id":57},{"text":"CT Mobile package v. 3.63","hash":"h2_1028401963","id":58},{"text":"New Features and Improvements","hash":"h3_831164937","id":59},{"text":"Remote Detailing 2.0","hash":"h4_1849100256","id":60},{"text":"Salesforce Metadata","hash":"h4_1876451588","id":61},{"text":"Fixes","hash":"h3_1916726505","id":62},{"text":"Salesforce Metadata","hash":"h4_774245335","id":63},{"text":"CT Mobile package v. 3.62","hash":"h2_62734598","id":64},{"text":"New Features and Improvements","hash":"h3_342117008","id":65},{"text":"Salesforce Metadata","hash":"h4_55753581","id":66},{"text":"CT Mobile package v. 3.61","hash":"h2_340549921","id":67},{"text":"New Features and Improvements","hash":"h3_1514381386","id":68},{"text":"Remote Detailing 2.0","hash":"h4_1241289621","id":69},{"text":"CT Mobile package v. 3.60","hash":"h2_340549922","id":70},{"text":"New Features and Improvements","hash":"h3_1136173210","id":71},{"text":"Remote Detailing 2.0","hash":"h4_1967550725","id":72},{"text":"CT Mobile Control Panel","hash":"h4_450444530","id":73},{"text":"CT Presenter","hash":"h4_1323263560","id":74},{"text":"Salesforce Metadata","hash":"h4_1836290107","id":75},{"text":"Fixes","hash":"h3_345134422","id":76},{"text":"General","hash":"h4_951662406","id":77},{"text":"CT Presenter","hash":"h4_1561221228","id":78},{"text":"Remote Detailing","hash":"h4_1279002041","id":79},{"text":"Salesforce Metadata","hash":"h4_484441276","id":80},{"text":"CT Mobile package v. 3.58","hash":"h2_62734597","id":81},{"text":"New Features and Improvements","hash":"h3_2063884776","id":82},{"text":"CT Mobile Control Panel","hash":"h4_1905996708","id":83},{"text":"CT Mobile package v. 3.57","hash":"h2_62734608","id":84},{"text":"New Features and Improvements","hash":"h3_311035062","id":85},{"text":"CT Presenter","hash":"h4_1037895822","id":86},{"text":"Fixes","hash":"h3_1657955487","id":87},{"text":"CT Mobile Control Panel","hash":"h4_376114735","id":88},{"text":"CT Mobile package v. 3.56","hash":"h2_2026747377","id":89},{"text":"New Features and Improvements","hash":"_new_features_and_improvements_2","id":90},{"text":"CT Mobile Control Panel","hash":"_ct_mobile_control_panel","id":91},{"text":"Fixes","hash":"h3_453966740","id":92},{"text":"CT Mobile Control Panel","hash":"h4_639945830","id":93},{"text":"CT Presenter","hash":"_ct_presenter","id":94},{"text":"CT Mobile Control Panel","hash":"h4_2027755424","id":95},{"text":"CT Presenter","hash":"h4_1082669359","id":96},{"text":"Fixes","hash":"h3_1327364214","id":97},{"text":"CT Mobile Control Panel","hash":"h4_1786088387","id":98},{"text":"CT Presenter","hash":"h4_1443044053","id":99},{"text":"CT Mobile package v. 3.54","hash":"h2_62734609","id":100},{"text":"New Features and Improvements","hash":"h3_248816688","id":101},{"text":"CT Mobile Control Panel","hash":"h4_45068577","id":102},{"text":"Salesforce Metadata","hash":"h4_1036043893","id":103},{"text":"Remote Detailing","hash":"h4_2028405529","id":104},{"text":"Fixes","hash":"h3_112451824","id":105},{"text":"CT Mobile Control Panel","hash":"_ct_mobile_control_panel_2","id":106},{"text":"CT Mobile package v. 3.53","hash":"h2_62734604","id":107},{"text":"New Features and Improvements","hash":"_new_features_and_improvements_3","id":108},{"text":"CT Mobile Control Panel","hash":"_ct_mobile_control_panel_3","id":109},{"text":"Remote Detailing","hash":"_remote_detailing","id":110},{"text":"CT Mobile package v. 3.51.2","hash":"h2_62734605","id":111},{"text":"New Features and Improvements","hash":"h3_1642576463","id":112},{"text":"CT Mobile Control Panel","hash":"h4_82973874","id":113},{"text":"Applications","hash":"h4_1592714635","id":114},{"text":"Remote Detailing","hash":"h4_1401231549","id":115},{"text":"Fixes","hash":"h3_649865195","id":116},{"text":"Salesforce Metadata","hash":"h4_559203458","id":117}]},"742":{"id":742,"text":"To view metadata components included in the current installed CT Mobile version in your Salesforce org: Go to Setup → Apps → Packaging → Installed Packages. Click CT Mobile in the Package Name field. Click the View Components button. The list of metadata components opens. The list of metadata components that were removed from the CT Mobile managed package: Name Parent Object Type Available in Versions accountsubtitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 accounttitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 activity CTM Settings List View 3.33 activityrecordtype Mobile Custom DetailsSettings Custom Field 1.0 - 2.94 activitysubtitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 activitytitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 all Application List View 1.0 - 2.66 all Template List View 1.0 - 1.91 all Slide List View 1.0 - 1.91 all Widget List View 1.0 - 1.31 all Application List View 1.0 - 2.66 all Template List View 1.0 - 1.91 all Widget List View 1.0 - 1.31 base64code Widget Custom Field 1.31 - 2.55 calendar CTM Settings List View 3.33 casecommentid Application Custom Field 2.72 cloneapplication Application Button or Link 1.60 - 3.49 cloudservicesettingscontroller Apex Class 1.31 - 1.72 color Mobile Customization Custom Field 1.0 - 3.21 colorsettings CTM Settings List View 3.33 comments Custom Field 1.31 - 1.72 contactsubtitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 contacttitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 credentials CTM Settings List View 3.33 criteriafieldlabel Mobile Customization CustomField 2.59 - 3.21 customobjects Mobile Menu Settings Custom Field 1.61 - 3.1 customrelatedlist CTM Settings List View 3.33 deleteattrfieldapi Mobile Application Setup Custom Field 1.0 - 1.87 delorder Slide Custom Field 1.31 - 2.4 demoapp_sources Document 1.0 - 2.77 detalizationfieldapi Mobile Application Setup Custom Field 1.0 - 3.21 detalizationobjectapiname Mobile Application Setup Custom Field 1.0 - 3.21 detalizationrecordtypeapi Mobile Application Setup Custom Field 1.0 - 3.21 directory Application Record Type 1.1 - 3.1 isaccountdeleteallowed Mobile Application Setup Custom Field 1.0 - 1.87 isactive Custom Field 1.31 - 1.72 iscontactdeleteallowed Mobile Application Setup Custom Field 1.0 - 1.87 isrecorddeleteallowed Mobile Application Setup Custom Field 1.0 - 2.41 isshared Application Custom Field 1.34 - 1.47 istrial Application Custom Field 1.34 - 1.47 isweekstartsonsunday Mobile Application Setup Custom Field 1.88 - 2.4 jvm_visit_hvnt_location Custom Label 3.2 keyvalue Custom Field 1.31 - 1.72 leadid Application Custom Field 2.58 - 2.62 linklist CTM Settings List View 3.33 mainsettings CTM Settings List View 3.33 mapping CTM Settings List View 3.33 menu CTM Settings List View 3.33 menuorder Mobile Menu Settings Custom Field 1.31 - 3.1 menusettings Top Level Objects Custom Field 1.76 - 1.78 minilayout CTM Settings List View 3.33 mobilemenusettings Custom Object 1.31 - 3.1 offlineobjects CTM Settings List View 3.33 ownermac Application Custom Field 1.34 - 1.47 priority Custom Field 1.31 - 1.72 product Application Custom Field 2.42 - 2.44 product2id Application Custom Field 2.66 productcondition Mobile Custom Details Settings Custom Field 1.31 - 1.60 productid Application Custom Field 1.31 - 1.47 profileid Mobile Custom Details Settings Custom Field 3.16 publishapplication Application Button or Link 1.0 - 3.50 pushkey Mobile Application Setup Custom Field 1.0 - 1.87 pushmastersecret Mobile Application Setup Custom Field 1.0 - 1.87 referencesubtitleapifield Mobile Application Setup Custom Field 1.1 - 2.4 referencetitleapifield Mobile Application Setup Custom Field 1.1 - 2.4 remotedetailing CTM Settings List View 3.33 remotedetailing Application Button or Link 2.93 - 3.49 remotedetailing Slide Button or Link 2.97 - 3.49 selfdetailing Application Button or Link 3.8 - 3.49 settings Tab 1.31 - 2.41 settings Visualforce Page 1.31 - 3.50 sharedview Application Button or Link 2.87 - 2.91 showaccounts Mobile Menu Settings Custom Field 1.31 - 3.1 showcalendar Mobile Menu Settings Custom Field 1.31 - 3.1 showcalls Mobile Menu Settings Custom Field 1.31 - 3.1 showchatter Mobile Menu Settings Custom Field 1.31 - 3.1 showcontacts Mobile Menu Settings Custom Field 1.31 - 3.1 showcontent Mobile Menu Settings Custom Field 1.31 - 3.1 showdirectory Mobile Menu Settings Custom Field 1.31 - 3.1 showpresentations Mobile Menu Settings Custom Field 1.31 - 3.1 showquizzes Mobile Menu Settings Custom Field 1.31 - 3.1 showroutes Mobile Menu Settings Custom Field 1.31 - 3.1 slide Tab 1.0 - 1.91 standardrelatedlist CTM Settings List View 3.33 status Mobile Customization Custom Field 1.31 - 3.21 template Tab 1.0 - 1.91 test_mobilemenusettingscontroller Apex Class 1.34 - 3.1 test_multi Slide Custom Field 2.92 test_pick Slide Custom Field 2.92 testclmpackage Apex Class 1.0 - 1.3 testcurrency Application Custom Field 2.91 - 2.92 testnewslidecontroller Apex Class 1.0 - 1.3 testnewwidgetcontroller Apex Class 1.0 - 1.3 testtemplatecodefieldcontroller Apex Class 1.0 - 1.3 testwidgetwizardcontroller Apex Class 1.0 - 1.3 toplevelobjects Mobile Application Setup Custom Field 1.65 - 1.75 toplevelobjects Top Level Objects Custom Field 1.76 - 1.78 toplevelobjects Custom Object 1.76 - 3.1 uploadattachments Application Button or Link 2.63 - 2.76 url Custom Field 1.31 - 1.72","title":"List of Metadata Components Removed from CT Mobile Package","component":"ctmobile-windows","version":"","name":"list-of-metadata-components-removed-from-ct-mobile-package","url":"/ctmobile-windows/news/ct-mobile-package-release-notes/list-of-metadata-components-removed-from-ct-mobile-package.html","titles":[]},"743":{"id":743,"text":"Here you could find a feature, the link to the corresponding article, and the date since the feature became available. The comparison of the Remote Detailing versions is available here. Remote Detailing 2.0 and Self Detailing 2.0 are parts of the CT Presenter solution. The CT Presenter features depend on the version of the CT Mobile package are available here. July 15, 2022 With an active CT Mobile license for Salesforce, share CLM presentations with Microsoft Teams meeting attendees using the CT Presenter app. December 27, 2021 When viewing a CLM presentation, participants' devices will not go to sleep. December 25, 2021 Support for the secure ctm.secureQuery method during the Self-Detailing meeting. November 16, 2021 The pointer icon next to a participant will be highlighted when the presenter grants the participant the appropriate permission. November 12, 2021 Participants can turn on the video or share the screen in a browser. The presenter can select the participant’s video or screen to show it on the main screen instead of the CLM presentation. October 13, 2021 During the visit creation, Remote Detailing 2.0. notifies a user about CLM presentations not found on the server. October 8, 2021 Display the warning that the current user has no permission to launch the Remote Detailing session. August 31, 2021 The Remote Detailing 2.0 servers have moved to the new connected app. Available for users of CT Mobile package v. 3.63 and higher. August 27, 2021 The ability to specify whether the participant is required to add the email to access the Remote Detailing meeting. Display all active and available for Remote Detailing meetings CLM presentations during the Remote Detailing meeting when CLM presentations are not set for the Activity record. The ability to open a scenario from the launched CLM presentation. August 9, 2021 Participants will be automatically loggedn out from the Remote Detailing meeting when the presenter is absent more than the specified time interval. July 12, 2021 It is forbidden to use some JS Bridge methods in the CLM presentation during the Self Detailing meeting. July 7, 2021 The connection is set to collect statistics via the integration user during the Self Detailing meeting. June 29, 2021 If enabled, the chat history will be saved and linked to the corresponding Activity record.","title":"Remote Detailing 2.0 Release Notes","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/news/remote-detailing-2-0-release-notes/index.html","titles":[]},"744":{"id":744,"text":"Here you can find a comparison between Remote Detailing 1.0 and Remote Detailing 2.0. Feature Remote Detailing 1.0 Remote Detailing 2.0 Integration into CT Mobile No No Integration with Microsoft Teams No Yes Launch from mobile or web browser Yes Yes Ability to add Terms of Use to be accepted by guests No Yes Ability to make it mandatory to provide email No Yes Displaying all active and available for Remote Detailing CLM presentations when CLM presentations are not specified for the meeting No Yes The ability to switch between multiple CLM presentations and custom scenarios Yes Yes JS Bridge methods Yes Yes Collecting feedback on guest views, interactions and likes Yes Yes Tracking the presenter and guests IP addresses, browsers for audit No Yes Recording a meeting for audit No In future releases Sharing CLM presentations with guests in a Self Detailing mode Yes Yes Adapted user interface for a desktop and mobile No Yes Informing the presenter and guests on connections quality and details Yes Yes The horizontal scaling No Yes","title":"Remote Detailing Versions Comparison","component":"ctmobile-windows","version":"","name":"remote-detailing-versions-comparison","url":"/ctmobile-windows/news/remote-detailing-2-0-release-notes/remote-detailing-versions-comparison.html","titles":[]},"745":{"id":745,"text":"Here we highlight the required actions due to Salesforce Releases affecting CT Mobile operation. Salesforce Update: Enable Multi-Factor Authentication Salesforce Winter '22 Release Salesforce Spring '21 Release Salesforce Winter '21 Release Salesforce Winter '20 Release: Critical Updates","title":"Salesforce Updates","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/news/salesforce-updates/index.html","titles":[]},"746":{"id":746,"text":"In the new release, Salesforce is restricting the login ability for users belonging to standard external Community profiles or Portal profiles. It means that users who are assigned to standard external profiles will not be able to log in into the customer’s Community or Portal unless the customer opted out or turned on the applicable preference in Communities or Site Settings prior to the release. ISV applications will not be accessible by such users. To avoid disruptions: Clone the standard Community/Portal profile(s) currently in use for login, change object permissions to meet their business needs, and re-assign active users to the new profile. If continued use of standard external profiles is required, go to Setup → Release Updates → activate Allow Users to Use Standard External Profiles to Self-Register and Log Into Communities and Portals. In the case of using standard external profiles in the test Apex classes or otherwise, update all components that refer to standard profiles if step 2 is not taken. The setup is complete. Also, the sync process has been optimized to support an updated security policy that affects users with a Partner Community license.","title":"Salesforce Spring '21 Release","component":"ctmobile-windows","version":"","name":"salesforce-spring-21-release","url":"/ctmobile-windows/news/salesforce-updates/salesforce-spring-21-release.html","titles":[]},"747":{"id":747,"text":"Salesforce prepares an update concerning the security of the Salesforce products. Since February 1, 2022, Salesforce will begin requiring customers to enable multifactor authorization (MFA) to access Salesforce products. For more information, go to: Announcement of the Future Requirements to Enable Multi-Factor Authentication (MFA) (published 15 March 2021) Salesforce Multi-Factor Authentication F.A.Q. MFA Quick Guide for Admins (for all Salesforce Products) (PDF) How to Roll Out Multi-Factor Authentication If you cannot meet the MFA requirement until February 1, 2022, you would not be aligned with the terms of the Salesforce usage agreement. If you have any questions regarding the MFA rollout, we recommend creating a case to Salesforce. Although the MFA requirement is contractual, and users should have the configured MFA when logging in through the user interface, starting February 1, 2022, users will not be blocked from logging into Salesforce unless MFA is configured. Salesforce will announce any features added in Salesforce Core for enforcement, and the enforcement will occur over several releases. We recommend reading Multi-Factor Authentication (MFA) Enforcement Roadmap. If you are planning a staged MFA rollout for different categories of users, Salesforce highly recommends starting with administrators because they control data and security within your Salesforce org. Since CT Mobile 2.1, all standard CT Mobile releases include the OAuth 2.0 protocol to meet MFA. If you are using the standard CT Mobile app from the App Store, no additional action is required on your part. If you are using the custom CT Mobile 2.1 or higher with the enabled OAuth 2.0, no additional action is required on your part. We notify you to perform the following actions: If you are using the custom CT Mobile 2.1 or higher and have disabled OAuth 2.0 by custom code, enable OAuth 2.0 to provide MFA. If you are using the standard CT Mobile 1.9.6 or custom CT Mobile below 2.1, do one of the following actions: Migrate to the latest version of the standard CT Mobile app. Enable OAuth 2.0 in your CT Mobile app by custom code.","title":"Salesforce Update: Enable Multi-Factor Authentication","component":"ctmobile-windows","version":"","name":"salesforce-update-enable-multi-factor-authentication","url":"/ctmobile-windows/news/salesforce-updates/salesforce-update-enable-multi-factor-authentication.html","titles":[{"text":"Important Notes","hash":"h2_868831931","id":1},{"text":"Prepare your CT Mobile to Salesforce Update","hash":"h2_1535437264","id":2}]},"748":{"id":748,"text":"Table of Contents Announced Critical Updates Impacted Functionality Recommended Actions Grant Permissions to Custom Settings Via Profile Settings Via Permission Set Settings Grant Permission to Custom Metadata Type Via Profile Settings Via Permission Set Settings Salesforce has announced two critical updates to be released at the beginning of 2020. The administrator of the CT Mobile package must perform additional configuration for the current profiles before the update is released, otherwise, the CT Mobile package’s proper functioning will be impossible. Require Customize Application permission for direct read access to custom settings Currently, users without Customize Application permission can read custom settings using different APIs that Salesforce provides. Following the \"secure by default\" approach, read access for users without Customize Application permission will be revoked with this update. The system administrator needs to perform the actions that are described in this article to allow access to custom settings to non-admin CT Mobile users (via profiles or permission sets). 3 January 2020 Require Customize Application permission for direct read access to custom metadata types Currently, users without Customize Application permission can read unprotected custom metadata types using different APIs that Salesforce provides. Following the \"secure by default\" approach, read access for users without Customize Application permission will be revoked with this update. The system administrator needs to perform the actions that are described in this article to explicitly grant access to custom metadata types to non-admin CT Mobile users (via profiles or permission sets). 17 February 2020 You can allow direct read access to custom settings and custom metadata types by editing: Profile settings. Configure each profile separately, or you can edit a permission set and assign it to all users you want to grant read access to. Permission Set settings. To avoid manually configuring a new permission set, assign the preconfigured permission sets to users or administrators and perform a full synchronization. Since all settings for the CT Mobile package are stored within the custom settings and custom metadata types, if the required permissions are not set for appropriate profiles, any type of synchronization will not be available. To avoid possible issues, we recommend you perform a test configuration for your package before the automatic updates take place. The update can be manually activated and rolled back after testing. Follow the instructions below to set up desired profiles and check proper package functioning. Use the sandbox to perform testing. If you encounter any issues, please, address them to Salesforce support immediately. To set up permissions or direct read access to custom settings for a profile: Go to Setup → Users → Profiles. Click Edit next to a profile you want to configure. Go to the Enabled Custom Setting Definitions Access section. Click Edit. Select the following Available Custom Setting Definitions from the list: all package custom setting definitions with the CT Mobile prefix; all project-specific custom setting definitions (any additional non-package custom settings added by the company’s admin); the Digital Signature Settings custom setting definition (if the Documents module is used on your project). Click Add. Click Save. The setup is complete. Assign the newly configured profile to the required users. To set up permissions for direct read access to custom settings for a permission set: Go to Setup → Users → Permission Sets. Select a permission set that you want to configure, or create a new permission set. On the Permission Set Overview page that opens, scroll to the Apps section and click Custom Settings Definitions. On the next page, click Edit next to the Custom Settings Definitions. Select the following Available Custom Setting Definitions from the list: all package custom setting definitions with the CT Mobile prefix; all project-specific custom setting definitions (any additional non-package custom settings added by the company’s admin); the Digital Signature Settings custom setting definition (if the Documents module is used on your project). Click Add. Click Save. The setup is complete. Assign the newly configured permission set to the required users. To set permission for direct read access to custom metadata types for a profile: Go to Setup → Users → Profiles. Select a profile. Go to the Enable Custom Metadata Type Access section. Click Edit. Select the following Available Custom Metadata Types: package metadata types: CT Mobile.clm.CT Mobile.Replication CT Mobile.clm.CT Mobile.Workflow CT Mobile.clm.CT Mobile.Workflow Step all project-specific metadata types (any additional non-package metadata types). Click Add. Click Save. The setup is complete. Assign the newly configured profile to the required users. To set up permission for direct read access to custom metadata types for a permission set: Go to Setup → Users → Permission Sets. Select a permission set that you want to configure, or create a new permission set. On the Permission Set Overview page that opens, scroll to the Apps section and click Custom Metadata Types. On the next page, click Edit next to the Custom Metadata Types. Select the following Available Custom Metadata Types: package metadata types: CT Mobile.clm.CT Mobile.Replication CT Mobile.clm.CT Mobile.Workflow CT Mobile.clm.CT Mobile.Workflow Step all project-specific metadata types (any additional non-package metadata types). Click Add. Click Save. The setup is complete. Assign the newly configured permission set to the required users.","title":"Salesforce Winter '20 Release: Critical Updates","component":"ctmobile-windows","version":"","name":"salesforce-winter-20-release-critical-updates","url":"/ctmobile-windows/news/salesforce-updates/salesforce-winter-20-release-critical-updates.html","titles":[{"text":"Announced Critical Updates","hash":"h2_1033053122","id":1},{"text":"Impacted Functionality","hash":"h3_1457068314","id":2},{"text":"Recommended Actions","hash":"h3_1936122314","id":3},{"text":"Grant Permissions to Custom Settings","hash":"h2_1632814593","id":4},{"text":"Via Profile Settings","hash":"h3_215964704","id":5},{"text":"Via Permission Set Settings","hash":"h3_1992642846","id":6},{"text":"Grant Permission to Custom Metadata Type","hash":"h2_1934844072","id":7},{"text":"Via Profile Settings","hash":"h3_1572484603","id":8},{"text":"Via Permission Set Settings","hash":"h3_1394622334","id":9}]},"749":{"id":749,"text":"Due to Salesforce does not support the Private Browsing mode (Incognito) in Lightning Experience, do not use this mode in any browser when working with the following: CT Mobile Control Panel Notification Center Application Editor (including custom scenario editing) Otherwise, set up third-party cookies to use the CT Mobile package features in Lightning Experience via the incognito mode. For example, if you are using Google Chrome, follow the instructions here.","title":"Salesforce Winter '21 Release","component":"ctmobile-windows","version":"","name":"salesforce-winter-21-release","url":"/ctmobile-windows/news/salesforce-updates/salesforce-winter-21-release.html","titles":[]},"750":{"id":750,"text":"In this release, Salesforce enforces the scope of an OAuth token used to authenticate a Lightning app. The scope of an OAuth token is defined in a connected app. This change prevents a Lightning app from using OAuth tokens with unintended permissions. The OAuth scope should be set to one of the following values, depending on your app’s requirements. Allow access to Lightning applications (lightning) Provide access to custom applications (visualforce) Provide access to your data via the Web (web) Full access (full). Use this option only if none of the other options are sufficient. The CT Mobile and CT Presenter connected apps have full access, which means no actions are required to prepare for this update.","title":"Salesforce Winter '22 Release","component":"ctmobile-windows","version":"","name":"salesforce-winter-22-release","url":"/ctmobile-windows/news/salesforce-updates/salesforce-winter-22-release.html","titles":[]},"751":{"id":751,"text":"Initially, the records are grouped in alphabetical order. You can rearrange the records according to the selected field. To group the records: Go to CT Mobile Control Panel: App Menu. Select the required profile in the Location picklist. TIP: General Settings will be applied to all profiles without individual settings. Select an object from the Selected list. In the Group records by picklist, select a field for grouping. Select ascending/descending records grouping order. Click Save. Perform fast synchronization on the mobile device to apply changes. Records are grouped according to the specified field.","title":"Grouping Records","component":"ctmobile-windows","version":"","name":"grouping-records","url":"/ctmobile-windows/quick-reference-guides/app-menu/grouping-records.html","titles":[]},"752":{"id":752,"text":"Configure the main menu items and their order: Go to CT Mobile Control Panel: App Menu. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Using drag-and-drop add the desired objects from the Available list to the Selected list. The Available list contains all offline objects. You can drag and drop objects between the lists. All objects in the Selected list will be available in the main menu in the same order. Please make sure that the current profile has at least View permissions for the selected objects. You can review the profile’s permissions in Setup → Users → Profiles. Use the search to find the objects in the Available list by typing in the label or API name of the desired object. Click the button to open the Add menu item tool and select the desired additional modules. Arrange menu items in the Selected section. Click Save. Perform the full synchronization on the mobile device to apply settings. The setup is complete.","title":"App Menu","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/quick-reference-guides/app-menu/index.html","titles":[]},"753":{"id":753,"text":"Use PIN security to log in to the CT Mobile app. If the mobile application is sent to the background or closed, the clock starts to tick. If the mobile application isn’t used for a specified number of minutes, the mobile user should unlock it to resume working. If several users logged in to the CT Mobile app, the CT Mobile asks for the PIN Code when you switched to the user that set the PIN Code in Salesforce. Available since CT Mobile Windows 1.1. To enable PIN protection: In Salesforce, enable PIN protection, customize timeout duration, and set PIN length; In the CT Mobile app, set up an app-specific PIN code. To configure the PIN security for the CT Mobile Windows application: Go to Setup → Apps → Connected Apps → Manage Connected Apps. Click Edit next to CT Mobile. In the Mobile Integration section, set the following options: Lock App After Select a time that can pass before the app locks itself and requires the PIN code. Allowable values are none (lock the application immediately after it was collapsed or closed), 1, 5, 10, and 30 minutes. This policy is only enforced if a corresponding PIN Length is configured. PIN Length Specify the length of the identification number. The length can be from 4 to 8 digits. Click Save. The PIN code is configured. To set a PIN code: Run the CT Mobile app. Enter your Salesforce username and password. CT Mobile suggests creating a new PIN code. Set a PIN code. CT Mobile warns a mobile user if the PIN code and the confirmation do not match or if the PIN code has fewer characters than it is specified in Salesforce.# Your browser does not support the video tag. Tap or left button click Create. The PIN Code is set. When a mobile user sends the CT Mobile app to the background or closes and reopens it after the specified time, CT Mobile asks him to type a PIN code to unlock the mobile app. When a mobile user entered the incorrect PIN code, CT Mobile displays the warning. After 10 failed attempts, the database will be reset. Log in again to create a new PIN code. When a mobile user forgot the PIN code, she can click Forgot PIN code? to create a new one.","title":"Application PIN Code","component":"ctmobile-windows","version":"","name":"application-pin-code","url":"/ctmobile-windows/quick-reference-guides/application-settings/application-pin-code.html","titles":[{"text":"Configuring PIN Protection in Salesforce","hash":"h2_47224469","id":1},{"text":"Using the PIN Code in the CT Mobile app","hash":"h2_755658241","id":2}]},"754":{"id":754,"text":"The Settings screen allows you to manage additional functions and control individual options. The application version is displayed at the bottom of the screen. CT Mobile allows sending a dump with the current user’s data from the mobile device to the Salesforce or support service. Available options: With photo Without photo Unsynchronized photos Synchronization log Click to check credentials are valid. Click to change the password in the CT Mobile app. The new password will be used to log in to Salesforce. CT Mobile allows multiple user access. Changing the current user, the database of the previous user remains on the mobile device as well as the previous user will still be authorized. To change the current user, select the User record or tap the plus button to add a new one. Logging out to reset all application data. CT Mobile asks you for confirmation. After logging out, all the current user’s data from the mobile device will be removed.","title":"Application Settings","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/quick-reference-guides/application-settings/index.html","titles":[{"text":"Send application data","hash":"h2_1008940466","id":1},{"text":"Credential Settings","hash":"h2_1819839796","id":2},{"text":"Validate credentials","hash":"h3_1967210642","id":3},{"text":"Change password","hash":"h3_691037529","id":4},{"text":"Change User","hash":"h2_397515857","id":5},{"text":"Log out","hash":"h2_1321398704","id":6}]},"755":{"id":755,"text":"Log out may be required in the following cases: Log in as another user. Tap the Change user button to switch to another user. The current user will not be logged out and their database will not be erased. * Log in to another organization. * If you have updated some records, but do not want to send these updates to Salesforce. * Full synchronization malfunction. The current user’s database will be erased from a mobile device. The database will remain in Salesforce to upload again. To log out: Tap Settings in the application main menu. Tap Log out. Tap Yes to confirm the action in the notification pop-up. The current user logged out, and the login screen opens.","title":"Log Out","component":"ctmobile-windows","version":"","name":"log-out","url":"/ctmobile-windows/quick-reference-guides/application-settings/log-out.html","titles":[]},"756":{"id":756,"text":"Table of Contents Configure Data Dump Sending Sending Data Dump A Sync Log Record with Data Dump Sync Logs Data Dump without Photos Data Dump with Photos or Unsynchronized Photos The CT Mobile app allows sending a dump with the current user’s data of the application to the Salesforce or support service. To configure data dump sending: Go to CT Mobile Control Panel: General. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. In the Support and logs field, enable Sync Logs. In the Debug Level field, select the appropriate option. In the Send database dump to field, select the appropriate way to send the database dump. Salesforce.com The ZIP archive with the data will be transferred as an attachment to the Sync Log record. The size of the ZIP archive cannot be larger than 25 MB. In case of exceeding the limit, the database dump will be split into a few ZIP archives and each one will be attached to its own Sync Log record. To use this option, the cloud token should be valid. In the case the cloud token is not specified, the password will be ctmobile. E-mail Selecting this option, specify the email to send the data logs and screenshots of synchronization errors in the Support Email field The size of the data dump can exceed the limit of sending data. Click Save. The setup is complete. To send a data dump from the CT Mobile app: Go to Settings from the main menu. Tap Send application data. In the open window, select which data you want to send. Send sync logs A user can send only sync logs instead of the entire data dump. Sync logs will be sent in a text format. Include all photos or not Including all the photos in a dump significantly increases the duration of sending. Include non-synchronized photos When sending sync logs in Salesforce, the Sync Log record with an attachment will be created. Parameters of a Sync Log record: Field API Name Value Date clm__Date__c Date and time of sending. Description clm__Description__c Part 1 from 1 Operation clm__Operation__c Sync Log History Parameters of an Attachment record: Field Value Name sync.log ParentId The identifier of the Sync Log record. Description Part 1 from 1 When sending a data dump without photos in Salesforce, the Sync Log record with a ZIP attachment will be created. The ZIP attachment stores data dump with all files and sync logs. In case of exceeding the limit of 25 MB, the database dump will be split into a few ZIP archives and each one will be attached to its own Sync Log record. Parameters of a Sync Log record: Field API Name Value Date clm__Date__c Date and time of sending. Description clm__Description__c Part n from m, where n is the order number of an attachment, and m is the number of attachments. Operation clm__Operation__c Export Data Parameters of an Attachment record: Field Value Name In case of a single Attachment record: Documents.zip In case of several Attachment records: Documents.z0[n], where [n] is the order number of an attachment. ParentId The identifier of the Sync Log record. Description Part n from m, where n is the order number of an attachment, and m is the number of attachments. When sending a data dump with all photos or only unsynchronized photos in Salesforce, the Sync Log record with a ZIP attachment will be created. The ZIP attachment stores data dump with all files, all photos or only unsynchronized photos, and sync logs. In case of exceeding the limit of 25 MB, the database dump will be split into a few ZIP archives and each one will be attached to its own Sync Log record. Parameters of a Sync Log record: Field API Name Value Date clm__Date__c Date and time of sending. Description clm__Description__c Part n from m, where n is the order number of an attachment, and m is the number of attachments. Operation clm__Operation__c Export Data. Parameters of an Attachment record: Field Value Name In case of a single Attachment record: Documents.zip In case of several Attachment records: Documents.z0[n], where [n] is the order number of an attachment. ParentId The identifier of the Sync Log record. Description Part n from m, where n is the order number of an attachment, and m is the number of attachments.","title":"Send Application Data Dump","component":"ctmobile-windows","version":"","name":"send-application-data-dump","url":"/ctmobile-windows/quick-reference-guides/application-settings/send-application-data-dump.html","titles":[{"text":"Configure Data Dump Sending","hash":"h2_1804362546","id":1},{"text":"Sending Data Dump","hash":"h2_432975122","id":2},{"text":"A Sync Log Record with Data Dump","hash":"h2_2052130687","id":3},{"text":"Sync Logs","hash":"h3_919032680","id":4},{"text":"Data Dump without Photos","hash":"h3_2033790185","id":5},{"text":"Data Dump with Photos or Unsynchronized Photos","hash":"h3_882527141","id":6}]},"757":{"id":757,"text":"Since the CT Mobile managed package v. 3.34.7, the CTM Settings object is used to store several settings defined in the CT Mobile Control Panel. The settings of the menu, offline objects, and standard related lists will be automatically created as CTM Settings records during the CT Mobile managed package update. When the CT Mobile managed package v. 3.34.7 is ready in your sandboxes and/or production environment, assign the preconfigured permission sets to users according to their role: Administrator Select the CT Mobile Administrator permission set to give administrators permission to read and edit records and their fields of CTM Settings and other custom objects, as well as access to read and edit all custom settings, and custom metadata types. Mobile Users Select the CT Mobile User permission set to permit mobile users to read records and their fields of CTM Settings and other custom objects, as well as to read custom settings, and custom metadata types. Follow the steps to manually update the CT Mobile managed package to v. 3.34.7: Use the direct link to update the CT Mobile managed package: in your sandboxes: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t0H000001E0tu in your production environment: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0H000001E0tu Log in to Salesforce. Select the security level of installation and click Install. It will take some time for the CT Mobile package to install. You will receive the email at the specified email address when the process is finished. It is recommended to select Install for Admins Only security level. An org can contain numerous profiles. It may be unwise to give admin permissions to all the users. Admin can set the permissions for specific users after the package installation. When the CT Mobile managed package v. 3.34.7 is ready, assign the preconfigured permission sets to users according to their role: Administrator Select the CT Mobile Administrator permission set to give administrators permission to read and edit records and their fields of CTM Settings and other custom objects, as well as access to read and edit all custom settings, and custom metadata types. Mobile Users Select the CT Mobile User permission set to permit mobile users to read records and their fields of CTM Settings and other custom objects, as well as to read custom settings, and custom metadata types. The CT Mobile is ready to use.","title":"CT Mobile Managed Package Update to v. 3.34.7","component":"ctmobile-windows","version":"","name":"ct-mobile-managed-package-update-to-v-3-34-7","url":"/ctmobile-windows/quick-reference-guides/installing-ct-mobile-package/ct-mobile-managed-package-update-to-v-3-34-7.html","titles":[{"text":"Automatic Update","hash":"h2_701322174","id":1},{"text":"Manual Update","hash":"h2_934391588","id":2}]},"758":{"id":758,"text":"In compliance with Salesforce security policy and since the CT Mobile package v. 3.54: The administrator credentials are no more in use to retrieve metadata during the synchronization. User access to the cloud token is restricted. Now, the cloud token is written to the protected API Key custom setting and retrieved by the web service. As before, administrators could view and refresh the cloud token value on the CT Mobile Control Panel: Tools. Consider the following while working with the CT Mobile package v. 3.54 and higher: The administrator credentials are no more available on the CT Mobile Control Panel: Tools tab and are no more in use to download metadata on the user’s device. The metadata archive should be built. This allows all the necessary metadata to be downloaded to the user’s device for the CT Mobile app to work properly offline. Enable Metadata Checker or click the Refresh metadata archive button to build the metadata archive. Please note that the process will take some time. The cloud token is required to download the metadata archive during the synchronization on the user’s device. If the cloud token is invalid or there is no metadata archive, the CT Mobile app downloads metadata using the user’s credentials. Validation rules, dashboards, and some operations in formulas will not be available offline. Please get familiar with the comparison table of functionalities available for users according to their devices platforms and versions of the CT Mobile package and app. If you changed the cloud token value, please note to manually add the new value to the corresponding Mobile Application Setup record if you are using the CT Mobile Windows app below v. 1.3 with the CT Mobile package v. 3.54 and higher. Device Platform iOS Windows Android Android 2.0 CT Mobile Package v. 3.54 and higher below v. 3.54 v. 3.54 or higher below v. 3.54 below v. 3.54 any version CT Mobile App v. 2.4 below v. 2.4 any version v. 1.3 below v. 1.3 any version any version any version Administrator Credentials No No Yes No No Yes Yes No Metadata Archive Yes Yes Yes Yes Yes Yes No Yes Cloud Token from API Key Yes No No Yes No No No No Cloud Token from Mobile Application Setup No Yes Yes No Yes Yes Yes Yes","title":"CT Mobile Managed Package Update to v. 3.54","component":"ctmobile-windows","version":"","name":"ct-mobile-managed-package-update-to-v-3-54","url":"/ctmobile-windows/quick-reference-guides/installing-ct-mobile-package/ct-mobile-managed-package-update-to-v-3-54.html","titles":[]},"759":{"id":759,"text":"Salesforce Edition Enterprise, Unlimited, Force.com, Developer, Performance Here you can find how to install the CT Mobile package and further actions to take. If you want to install a version of the CT Mobile package below the available one on the AppExchange, please contact the Customertimes team. If you install one of the versions below, please click the link to learn more: CT Mobile Managed Package Update to v. 3.54 CT Mobile Managed Package Update to v. 3.34.7 Transferring Settings from the Production Environment to Sandboxes To install the CT Mobile package: Follow the direct link to the managed CT Mobile package on the AppExchange site. Click Get It Now. Select the Installation type. Install in Sandbox installation type requires production org credentials. Regardless of installation type, you can use the CT Mobile package for 30 days in trial mode. Read the installation details, agree with the terms and conditions, and click Confirm and Install. Select the security level of installation and click Install. It is recommended to select Install for Admins Only security level. An org can contain numerous profiles. It may be unwise to give admin permissions to all the users. Admin can set the permissions for specific users after the package installation. Grant access to the third-party websites and click Continue. These third-party websites are the servers used to store and edit presentation components. It will take some time for the CT Mobile package to install. You will receive the email at the specified email address when the process is finished. To view and manage the installed package: From the gear icon, click Setup. Type Installed Packages in the Quick Find search box and select Installed Packages. After the CT Mobile package installation: Please set up the required remote sites. Assign CT Mobile license to users. Specify permissions to users: check that the user’s profile has permission to read or edit necessary objects and fields. assign required permission sets to users according to their roles. Ensure that all required objects are available offline and use SOQL filters to reduce the synchronization time and the amount of data to download. Download the CT Mobile app. Log in to the CT Mobile app using your Salesforce credentials. Perform the first full synchronization.","title":"Installing CT Mobile Package","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/quick-reference-guides/installing-ct-mobile-package/index.html","titles":[{"text":"Install the CT Mobile Package","hash":"h2_937630457","id":1},{"text":"Further Steps","hash":"h2_1608664667","id":2}]},"760":{"id":760,"text":"During the sandbox upgrade, all data is copied from the production environment, including critical data for CT Mobile functionalities, such as a cloud token and user profile IDs. If the profile IDs used do not match the sandbox profile IDs, the sandbox does not have the necessary settings, and there are no objects in the Selected column on the CT Mobile Control Panel: Offline Objects tab. This article helps you to make it easier to migrate settings from the production environment to sandboxes. After completing all the steps, perform a full synchronization in the CT Mobile app. Important notes: CTM Settings records with the Menu, Offline Objects, and Standard Related List record types store settings for the menu, offline objects, and standard related lists. CT Mobile Control Panel displays settings for the menu, offline objects, and standard related lists given the CTM Settings records and others given custom settings. CT Mobile app downloads settings from CTM Settings records and custom settings records. For more information, refer to Remote Site Settings. Go to Setup → Security → Remote Site Settings → verify that the specified URL contains the instance name of the sandbox, not the production environment. For more information, refer to CT Mobile Control Panel: Tools and CT Mobile Managed Package Update to v. 3.54. Go to CT Mobile Control Panel: Tools → click Refresh next to Cloud Token. If you use CT Mobile package v. 3.54 and higher with the CT Mobile app below v. 1.3, contact the Customertimes team to perform the required actions. First, define the profiles used and convert the profile IDs to an 18-digit format. Go to Setup → Custom Settings → click Manage next to Mobile Application Setup → click the profile → copy the 15-digit profile ID. Follow the link and convert the profile ID to an 18-digit format. Perform steps 1-2 for all specified profiles. Next, using Workbench or Data Loader: From the production environment, download the .csv file with the CTM Settings records and records of the following custom settings: Related List Filters Mobile Custom Details Settings Mobile Mini Layout Settings Replace the value in the Org ID/Profile ID field in the records from step 1 with the converted profile IDs in an 18-digit format. NOTE: If the Org ID/Profile ID field is empty on the Mobile Custom Details Settings and Mobile Mini Layout Settings records, do not enter any value—the settings are the same for all profiles. Upload the updated .csv file to the sandbox. The setup is complete. For more information, refer to Publishing CLM presentations. For the correct display of CLM presentations: Go to Applications → select the required CLM presentation → click Renew slides and select the delay → click OK. Repeat step 1 for all active CLM presentations. The setup is complete.","title":"Transferring Settings from the Production Environment to Sandboxes","component":"ctmobile-windows","version":"","name":"transferring-settings-from-the-production-environment-to-sandboxes","url":"/ctmobile-windows/quick-reference-guides/installing-ct-mobile-package/transferring-settings-from-the-production-environment-to-sandboxes.html","titles":[{"text":"Verify Remote Site Settings","hash":"h2_1090338631","id":1},{"text":"Update Cloud Token","hash":"h2_204191995","id":2},{"text":"Update Profile IDs and Load Settings","hash":"h2_1934422811","id":3},{"text":"Check CLM Presentations","hash":"h2_76823137","id":4}]},"761":{"id":761,"text":"The first step of using the CT Mobile app, logging in with your Salesforce credentials to your Org. Click to view the Login screen for users of CT Mobile below v. 1.3 To log in to the CT Mobile application: Run the CT Mobile app. Click to select the Production environment or the Sandbox instance. Click and then click if you want to use a custom domain. Enter Server Name and Server Address. Enter your Salesforce username and password. Click Log in. You are logged in to CT Mobile. The Home Screen displays. Perform the first/full synchronization of the application in order to begin your work. Click the User icon → click the Change user button → click the button to add a new user if needed. Click to view the Login screen for users of CT Mobile v. 1.3 or higher Since CT Mobile1.3, the Login screen is implemented with the OAuth 2.0 protocol and standard Salesforce UI. To log in to the CT Mobile application: Run the CT Mobile app. Click to select the Production environment or the Sandbox instance. Click and then click if you want to use a custom domain. Enter Server Name and Server Address. Click Continue with Salesforce. In the in-app browser window, enter your Salesforce username and password. Select the Remember me checkbox to save the entered credentials for further use. In the in-app browser window, allow access to requested data. The first synchronization started. After the synchronization, the CT Mobile is ready to use. Click the User icon → click the Change user button → click the button to add a new user if needed.","title":"Logging In","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/quick-reference-guides/logging-in/index.html","titles":[]},"762":{"id":762,"text":"Since CT Mobile1.3, the Login screen is implemented with the OAuth 2.0 protocol and standard Salesforce UI. Using the valid access token, users authorize the mobile application to access data. To learn more about OAuth 2.0 user-agent flow, please click here. After logging in, a user establishes a session with the CT Mobile app. A user can log in to Salesforce using up to 5 mobile devices concurrently. If a user logs in to Salesforce using a 6th mobile device, they will receive a message indicating that 'already 5 login sessions exist' and the oldest app session will be logged out. By default, the session timeout value is set to 2 hours. The following actions within the application may trigger the session expiration effect: Initializing any synchronization process. Accessing dashboards. Downloading files. Chatter activities (likes and new posts). When a mobile user performs one of the actions above: If there is no internet connection. The info message reports that the internet connection failed. The action cannot be done, but the mobile user can still work in the CT Mobile app in offline mode. If there is an internet connection and the access token is valid. All offline and online features of the mobile application are available to the mobile user. If the Salesforce password was changed, the mobile user continues to work with the CT Mobile app and also can perform synchronization. A new password is not required. If there is an internet connection and the access token is not valid, the mobile user will be forced out from the CT Mobile app to the login screen. The database will be intact. To continue working with the mobile application, the mobile user should log in again. If another user logs in on the same device, the CT Mobile app warns that the previous user’s database will be reset. It is possible to change the session expiration timeout or to remove the limit. Go to Setup → Security → Session Settings. Specify Timeout Value and other parameters. The setup is complete. The session settings can also be configured for each profile. Go to Setup → Users → Profiles and click the appropriate profile. Go to the Session Settings section and set the timeout value up. The individual profile settings override general session settings. The setup is complete. The administrator can revoke the access token of the selected user. In this case, the user’s session will be forcibly logged out and the user should enter their credentials on the Login screen. To revoke access: Go to Setup → Users → Users → click the user’s name. In the Oauth Connected Apps section, revoke access to the CT Mobile app. The access token is revoked.","title":"OAuth 2.0","component":"ctmobile-windows","version":"","name":"oauth-2-0","url":"/ctmobile-windows/quick-reference-guides/logging-in/oauth-2-0.html","titles":[{"text":"Session Expiration","hash":"h2_992163915","id":1},{"text":"Session Settings","hash":"h2_1627283397","id":2},{"text":"Revoke Access","hash":"h2_916590458","id":3}]},"763":{"id":763,"text":"Table of Contents Add Offline Objects Set up Permissions to Offline Objects and Standard Related Lists Set up SOQL Filters Offline Objects Standard Related Lists Specify objects that should be available offline, customize user permissions, and add and configure standard related lists. This article describes how to configure offline objects and standard related lists. To configure a custom related list, refer to Custom Related Lists. Remote site settings should be specified. To add an object to work with it in the CT Mobile app: Go to CT Mobile Control Panel: Offline Objects. Select the required profile in the Location picklist. General Settings will be applied to all profiles without individual settings. Using drag-and-drop add the desired objects from the Available list to the Selected list. The Available list contains all objects, but only objects in the Selected list will be available offline. Please make sure that the current profile has at least View permission for the selected objects. You can review the profile’s permissions in Setup → Users → Profiles. By default, the Available list contains only the objects with the page layouts. Enable the Advanced List option to also display objects without page layouts. Enter the label or API name of the desired object in the Search box to find it in the Available list. To display objects in the desired order in the CT Mobile app menu, re-order them in the Selected list. Click Save. The setup is complete. These settings cannot overcome the user’s profile permissions. To set up permissions for the offline object: Click the offline object in the Selected list. The Object Permissions options appear on the right side of the screen. In the Object Permissions section, use toggles to grant permission to create and delete records of the offline object. This permission will not affect the ability to create or delete a record of the current object in the Related Lists section of another offline object. For example, if you restricted the creation of a Contact record in the Object Permission section, you may allow creating the Contact records in the Related Lists section of the Account object. In the Related Lists section: For more information, refer to Standard Related Lists. Select the record type of the offline object from the drop-down list of record types available for the user profile. Use toggles to grant permission to create and delete records of the standard related lists. Click Save. The permissions are set. SOQL filters are available both for offline objects and standard related lists. Click the SOQL filter icon to specify the required criteria. Use SOQL filters to sort the records of selected offline objects and download only those records that meet the criteria to your mobile device. To set up a SOQL filter: In the Object Permission section, click the setup icon next to the offline object. In the Query Editor window, add criteria by specifying a field, operator, and required value. All SOQL syntax is supported. Click Add new filter criteria to add a new line if required. Enable the Filter logic and define the criteria logic, e.g., 1 and 2 or 3. Click Save. The SOQL filter is configured. Here is an example with the SOQL subquery. WHERE AccountId__c IN (SELECT Id FROM Account WHERE isActive__c = true) Currently, SOQL filters are not applied to standard related lists. To set up a SOQL filter: Click the setup icon next to the desired standard related list. In the Query Editor tab, add criteria by specifying a field, operator, and required value. Filter criteria for related lists are carried out in the CT Mobile app and do not support full SOQL syntax from Salesforce. Specify the simple criteria. Click Add new filter criteria to add a new line if required. Enable the Filter logic and define the criteria logic, e.g., 1 and 2 or 3. Click Save. The SOQL filter is configured. Here are some examples: WHERE Boolean__c = true limit 10 order by StarDate__c desc limit 10","title":"Managing Offline Objects","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/quick-reference-guides/managing-offline-objects/index.html","titles":[{"text":"Add Offline Objects","hash":"h2_1551357854","id":1},{"text":"Set up Permissions to Offline Objects and Standard Related Lists","hash":"h2_1747811907","id":2},{"text":"Set up SOQL Filters","hash":"h2_879469097","id":3},{"text":"Offline Objects","hash":"h3_1468985423","id":4},{"text":"Standard Related Lists","hash":"h3_264512811","id":5}]},"764":{"id":764,"text":"A reference field contains an ID value that points to a unique record on another object. The main record may be associated with a record in the reference field via a lookup or master-detail relationship. For the reference field, a mobile user can: download additional record if the reference field refers to the not downloaded record; search value or create a new record to add; use lookup filters to see records that match required or optional criteria. Along with online records fetching, a mobile user can download one additional record tappingnext to the field, which refers to the not downloaded record, on the mobile layout of the linked record. Online one record fetching is available when: one of the downloaded records is linked to a not downloaded record; the object of the not downloaded record is available offline. For example, an Activity record has a lookup field with the Contact record value and another lookup field with the Account record value. The linked record of the Contact object was downloaded on a mobile device, but the linked record of the Account object is not available offline due to Related List Filters. When a mobile user opens the Activity record, she can open the available related Contact record and download the related Account record to the mobile device. To download a record: Open the linked record. Tap next to the linked record to download a record. The record is downloaded. Tap to open the record details screen. If the object of the record is not available offline, a mobile user cannot download a record. If a current user launches one of the synchronization modes, the loaded record via online one record fetching will be still available on a mobile device. The record will be removed only after the reset database or log out of the current user. A mobile user can specify a value for the lookup or master-detail relationship field by searching or creating a record. Search is carried out in the fields that are listed on the Search Results search layout. To find a record: Enter a text in the Search box to find a downloaded record. In the search results, tap a record you want to specify in the reference field. Use filters to select another list view. Tap to create and add a new record to the reference field by using a mini layout. Tap the Clear button to clear the value from the reference field. If a reference field is empty, the Clear button is not displayed. Lookup filters restrict the valid values and lookup dialog results for the reference field. To create a lookup filter, refer to Salesforce Help. If you created or changed the lookup filter, it is necessary to rebuild a metadata archive using one of the available options to download the proper lookup filters via synchronization. Lookup filter can be required or optional: Required filter Only the records that match the lookup filter criteria are available when a user fills out the reference field. Optional filter All object records are available when a user fills out the reference field. Records that do not match the lookup filter criteria are highlighted in red color.","title":"Reference Fields","component":"ctmobile-windows","version":"","name":"reference-fields","url":"/ctmobile-windows/quick-reference-guides/managing-offline-objects/reference-fields.html","titles":[{"text":"Online One Record Fetching","hash":"h2_1514470758","id":1},{"text":"Online Record Search","hash":"h2_1554731138","id":2},{"text":"Lookup Filters","hash":"h2_321327715","id":3}]},"765":{"id":765,"text":"Mobile Layout is a special type of layout dedicated to mobile device usage. To apply a mobile layout, follow the steps: The standard assigned page layout will be used in case there is no configured mobile layout. Create an inactive mobile record type. Create a mobile layout. Assign the mobile layout to a record type for a specific profile. A mobile layout can have several widgets: In the case where the mobile layout and the record types on the object are absent, the mobile application displays the record in the currently assigned layout, converting it into a single-column view on devices. Chatter Feed Maps Carousel of CLM Presentations Mobile Layout Standard Page Layout In order to use the mobile layout in the CT Mobile app, it is necessary to create an additional inactive record type for the existing active record type. To create the mobile record type: Go to Setup → Object Manager → the Contact object → Record Types. Click New. Enter the following parameters: In the Existing Record Type picklist, select the required record type. In the Record Type Label field, type in the label, e.g., Mobile Record Type. In the Record Type Name field, enter the API name in the following format: Mobile_API-name of the record type. To find out the API name go to Setup → Object Manager → object (e.g.,Contact ) → Record Types → select a record type → read the Record Type Name field. For example, if the Contact object has the Doctor record type create an inactive record type with the Mobile_Doctor API name. Make sure the Active checkbox is disabled. Click Next. Click Save. The mobile record type is ready. To create a mobile layout: Go to Setup → Object Manager → the Contact object → Page Layouts. Click New. Enter the following parameters: In the Existing Page Layout picklist, select a required layout. In the Page Layout Name field, type in a name for layout (e.g., Mobile Doctor Layout). Click Save. The mobile layout is created. In case you have several mobile layouts for a single record type, and you need to allocate them for different profiles, use the Page Layout Assignment table. To assign a mobile layout to a profile: Go to Setup → Object Manager → select an object → Page Layouts. Click Page Layout Assignment. Click Edit Assignment. Select one or several record types for required profiles. Select a profile in the Page Layout To Use picklist. Click Save. The mobile layout is assigned.","title":"Mobile Layouts","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/quick-reference-guides/mobile-layouts/index.html","titles":[{"text":"Creating the Mobile Record Type","hash":"h2_959581907","id":1},{"text":"Creating the Mobile Layout","hash":"h2_1436774974","id":2},{"text":"Page Layout Assignment","hash":"h2_1961857618","id":3}]},"766":{"id":766,"text":"The Applications widget allows you to display a carousel with favorite CLM presentations and custom scenarios on the record details screen. The carousel becomes scrollable if it contains more than two screenshots. To learn more about CLM presentation controls, refer to Gestures in CLM presentations and CLM presentation Controls. The Applications widget is also available on the Home screen. To add the Applications module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Applications item. Click Add to close the Add menu item tool. Click Save. The setup is complete. To add the Applications widget to the mobile layout: Go to Setup → Object Manager → select an object. Click Page Layouts and select the mobile layout. Drag and drop the Section element to the area below the existing tab on which you want to display the carousel. In the Section Properties window, enter APPS in the Section Name field, and select the 1-Column layout. Ensure that the Display Section Header On checkbox is enabled. Do not translate the APPS section name. It is responsible for displaying Applications on the mobile layout and should be left intact. Click OK. Drag and drop the Blank Space element below the APPS element. Click Save. The Applications widget is configured. All standard scenarios and favorite custom scenarios are displayed. The statistics will be collected and automatically linked to the Activity record from which the CLM presentation was started.","title":"Mobile Layouts: Applications","component":"ctmobile-windows","version":"","name":"mobile-layouts-applications","url":"/ctmobile-windows/quick-reference-guides/mobile-layouts/mobile-layouts-applications.html","titles":[{"text":"Add Applications to the Menu","hash":"h2_1510760474","id":1},{"text":"Add Applications to the Mobile Layout","hash":"h2_1217193222","id":2}]},"767":{"id":767,"text":"The Chatter feed is a widget to display user messages on the Chatter module or in the Chatter tab of the selected record screen. Users can create posts and comments, and add attachments. To use the Chatter widget, enable Chatter Feed tracking to allow users to see feed updates, such as new records, comments on them, and likes, they follow. Some standard objects, e.g., Account or Contact, are tracked regardless of whether feed tracking is enabled or not. To display Chatter on the mobile layout of the custom object record, e.g., custom activity or custom meeting, feed tracking should be enabled for the corresponding custom object. To add the Chatter module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Chatter item. Click Add to close the Add menu item tool. Click Save. The setup is complete. To add the Chatter widget to the mobile layout: Go to Setup → Object Manager → select the Account or Contact object. Click Page Layouts and select the mobile layout. Drag and drop the Section element to the Account or Contact Detail area. In the Section Properties window, enter CHATTER in the Section Name field, and select the 1-Column layout. Ensure that the Display Section Header On checkbox is enabled. Do not translate the CHATTER section name. It is responsible for displaying Chatter on the mobile layout and should be left intact. Click OK. Drag and drop the Blank Space element below the CHATTER element. Click Save. The Chatter widget is configured. You can create, edit, or delete posts and comments. Tap/left-click next to your post or comment to edit or delete it. The confirmation box appears when you delete the record. To update a feed, tap/left-click . The spinner will be shown during the synchronization. The records (text posts, link posts, and content posts), comments, and likes will be synchronized. Tap to add a new message to the feed, group, or contact. You can edit or delete a post. If you cancel the post sending the text message will be saved (but the attachment will not) until the logout. The user profile should have permission to edit records of the object to which the Chatter tab is added. Format text and number lists. Take a photo or select a photo from the gallery. Attach a file from the device. Attach a link. Tap under the post to comment. Format text and number lists. Take a photo or select a photo from the gallery. Attach a file from the device. Only one attachment can be added to a post or comment. Tap to like a post or comment. Tap the record name to open its feed.","title":"Mobile Layouts: Chatter Feed","component":"ctmobile-windows","version":"","name":"mobile-layouts-chatter-feed","url":"/ctmobile-windows/quick-reference-guides/mobile-layouts/mobile-layouts-chatter-feed.html","titles":[{"text":"Important Notes","hash":"h2_868831931","id":1},{"text":"Add Chatter to the Menu","hash":"h2_1510760474","id":2},{"text":"Add Chatter to the Mobile Layout","hash":"h3_96344064","id":3},{"text":"Posts and Comments","hash":"h2_1617253274","id":4}]},"768":{"id":768,"text":"The Maps widget allows you to display a map fragment with an object location. To specify a Bing Maps API Key. Obtain a Bing Maps API key. Go to CT Mobile Control Panel: General and insert the API key in the Bing Maps Windows API Key field. Click Save. The setup is complete. The Maps widget can display Accounts on the map using address information from the specific field: CT Mobile checks if there is geolocation data in the field with the geolocation type. If the geolocation data is empty, the location will be set according to the address in the field with the formula type. field with the Geolocation type to store geolocation data such as account coordinates. field with the Formula type to store an account address as text and geocoding. To set an account address: Go to Setup → Object Manager → the Account object. Click Fields & Relationships. Create a new field. To use account coordinates, create a field with the Geolocation type. To use geocoding, create a field with the Formula type. Go to CT Mobile Control Panel: General: In the Account Geolocation Field field picklist, select the field with the Geolocation type. In the Account Full Address Field field picklist, select the field with the Formula type. Click Save. The setup is complete. To add the Account to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Drag and drop Accounts from the Available column to the Selected. Click Save. The setup is complete. To add the Maps widget to the mobile layout: Go to Setup → Object Manager → select the Account object. Click Page Layouts and select the mobile layout. Drag and drop the Section element to the area below the Address section. In the Section Properties window, enter MAPS in the Section Name field, and select the 1-Column layout. Ensure that the Display Section Header On checkbox is enabled. Do not translate the MAPS section name. It is responsible for displaying Dashboards on the mobile layout and should be left intact. Click OK. Drag and drop the Blank Space element below the MAPS element. Click Save. The Maps widget is configured. Use the Determine Location button to determine the current device location data. If the Account record has no location, click the icon on the map to save the current coordinates as the address for this record. The mobile user should have permission to edit the geolocation field.","title":"Mobile Layouts: Maps","component":"ctmobile-windows","version":"","name":"mobile-layouts-maps","url":"/ctmobile-windows/quick-reference-guides/mobile-layouts/mobile-layouts-maps.html","titles":[{"text":"Specify Bing Maps API Key","hash":"h2_1748752631","id":1},{"text":"Specify Account Address","hash":"h2_1795365318","id":2},{"text":"Add Accounts to the Menu","hash":"h2_1309855414","id":3},{"text":"Add Maps to the Mobile Layout","hash":"h2_913548954","id":4}]},"769":{"id":769,"text":"Table of Contents Adding a Tab Adding a Section Set up the mobile layout by dividing it into tabs that have sections with the required fields. To add a tab to the mobile layout: Go to Setup → Object Manager → select an object. Go to Page Layouts and click the required one. Drag and drop the Section element to the Contact Detail area. In the Section Properties window: enter Address in the Section Name field; select the 1-Column layout. Click OK. Drag and drop the Blank Space element below the Address tab. Click Save. The tab is added to the layout. To add the section: Drag and drop one more Section element below the Address tab. Enter the section name and select the 1-Column layout. Click OK. You can disable the section name visibility with the Display Section Header On checkboxes. Drag and drop the Shipping Address field and other desired fields below the section element. Add another section with the Billing Address field. Click Save. The added sections are now will be available on the Address tab.","title":"Mobile Layouts: Tabs and Sections","component":"ctmobile-windows","version":"","name":"mobile-layouts-tabs-and-sections","url":"/ctmobile-windows/quick-reference-guides/mobile-layouts/mobile-layouts-tabs-and-sections.html","titles":[{"text":"Adding a Tab","hash":"h2_276819527","id":1},{"text":"Adding a Section","hash":"h2_1835019347","id":2}]},"770":{"id":770,"text":"Create and manage several tabular forms to display data in the CT Mobile app. Create a Custom Related List Edit a Custom Related List Change Tab Name Change Tab Order Edit Fields of the Custom Related List in the CT Mobile app The objects and their record types should be previously configured. The mobile user should have permission to read the related list object. To create a custom related list: Go to CT Mobile Control Panel: Custom details. Click Create. Type in the tab name in the header of the form. This name will be used as a tab name. Also, you can set a custom label for the related list tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Select an object in the Parent Object field. Select a record type of the object of step 5 in the Parent Object Record Type field. Select a related object of the object of step 5 in the Data Object Name field. Some Data Objects can have several lookup fields. In this case, the Lookup drop-down list will appear, allowing you to select one of the fields. Select the record type of the linked object of step 7 in the Data Record Type field. The Data Record Type field is optional. You can leave it blank. In this case, you will be offered to select a record type, when creating a new record in the custom related list. Define the following: Create/Delete permissions. Influence the ability to create and/or delete records on the custom related list tab. Drilldown. Enable the setting to add the option of opening the record details screen. Adjust Width. Enable the option and specify the column width in the percentages for each field. Not applicable. SOQL Filter. An additional switch will be added to the tab if the filter is used. Toggle the switch to display only the filtered records or the full list of records on the tab. Click Add a new field to form a column. Select a field from the drop-down list. Define the Read Only and the Required options for the fields. If the updateable attribute has a false value, this field will be read-only even if the Read Only attribute has not been selected. If the nillable attribute has a false value, this field will be required to fill in even if the Required attribute has not been selected. Click Create. Click Save. The custom related list is configured. Perform a synchronization to apply the changes. Click next to the required custom related list to edit it. Click next to the required custom related list to remove it. If there is only one custom related list, the tab and the subtab on it will be named the same as the list. If there are two and more custom related lists, the tab will have the Detailing name with subtabs named the same as custom related lists. To change tab name: Create a custom label for the related list tab and translate it if required. Click Setup → Custom Code → Custom Settings. Click Manage next to Mobile Custom Details Settings. In the Tab Label field, specify $Label.label_name, where label_name is the name of the required Custom Label. Click Save. The setup is complete. To change the tabs order: Click Setup → Custom Code → Custom Settings. Click Manage next to Mobile Custom Details Settings. Specify the number in the Tab Order field. Click Save. The setup is complete. To edit fields in the CT Mobile app: For the current user profile, specif permission to edit an object, which records are displayed in the custom related list. Specify permission to edit the custom related list. Specify permission to edit for the required field. The setup is complete.","title":"Custom Related Lists","component":"ctmobile-windows","version":"","name":"custom-related-lists","url":"/ctmobile-windows/quick-reference-guides/related-lists/custom-related-lists.html","titles":[{"text":"Create a Custom Related List","hash":"h2_993780705","id":1},{"text":"Edit a Custom Related List","hash":"h2_498492199","id":2},{"text":"Change Tab Name","hash":"h3_1591488796","id":3},{"text":"Change Tab Order","hash":"h3_1261826499","id":4},{"text":"Edit Fields of the Custom Related List in the CT Mobile app","hash":"h2_773495381","id":5}]},"771":{"id":771,"text":"Set up a SOQL filter for the related lists. The toggle in the CT Mobile allows a user to display all downloaded records or only records that matched the filter criteria. The sorting order for a standard related list is stored in Related List Filters. If the Order By request is set in the clm__SOQL__c field: if the value is ASC or not set in the clm__SortOrder__c field, the sorting will be performed in ascending order; if the value is DESC in the clm__SortOrder__c field, the sorting will be performed in descending order; If the Order By request is not set in the clm__SOQL__c field, the sorting will be performed according to the specified parameter in the Sort by field in the Related List Properties window on the layout of the corresponding record type of the parent object: if the value is ASC or not set in the clm__SortOrder__c field, the sorting will be performed in ascending order; if the value is DESC in the clm__SortOrder__c field, the sorting will be performed in descending order; In other cases, the sorting is carried out by the first column. The sorting order for a standard related list is stored in the Standard Related List record type of the CTM Settings object. If the Order By request is set in the clm__Criteria__c field: if the value is ASC or not set in the clm__SortingOrder__c field, the sorting will be performed in ascending order; if the value is DESC in the clm__SortingOrder__c field, the sorting will be performed in descending order; If the Order By request is not set in the clm__Criteria__c field, the sorting will be performed according to the specified parameter in the Sort by field in the Related List Properties window on the layout of the corresponding record type of the parent object: if the value is ASC or not set in the clm__SortingOrder__c field, the sorting will be performed in ascending order; if the value is DESC in the clm__SortingOrder__c field, the sorting will be performed in descending order; In other cases, the sorting is carried out by the first column. The sorting order for a custom related list is stored in Mobile Custom Details Settings. If the Order By request is set in the clm__RecordCondition__c field: If there is more than one field in the condition, the records are sorted by the first field. If the first field contains two identical values, the records are sorted by the second field, and so on. if the value is ASC or not set in the clm__RecordCondition__c field, the sorting will be performed in ascending order; if the value is DESC in the clm__RecordCondition__c field, the sorting will be performed in descending order; If the Order By request is not set in the clm__RecordCondition__c field, the sorting will be performed according to the value in the clm__SortingFieldName__c field. Records are sorted in ascending order. if the value is ASC or not set in the clm__RecordCondition__c field, the sorting will be performed in ascending order; if the value is DESC in the clm__RecordCondition__c field, the sorting will be performed in descending order; In other cases, the sorting is carried out by the first column. In the CT Mobile app, it is also possible to rearrange records in custom and standard related lists by tapping on the name of any displayed list column. On the second tap, the ascending and descending sorting order changes.","title":"Filters in Related Lists","component":"ctmobile-windows","version":"","name":"filters-in-related-lists","url":"/ctmobile-windows/quick-reference-guides/related-lists/filters-in-related-lists.html","titles":[{"text":"Standard Related Lists","hash":"h2_1316422583","id":1},{"text":"For users of CT Mobile Windows 1.2 and earlier","hash":"h3_42470750","id":2},{"text":"For users of CT Mobile Windows 1.3 and later","hash":"h3_1827010273","id":3},{"text":"Custom Related Lists","hash":"h2_1047667523","id":4}]},"772":{"id":772,"text":"Related lists are tabular forms for displaying records related to another record if one object has a link to another object in the reference field. In the CT Mobile app, two types of related lists are available: Custom Related Lists Standard Related Lists Here is a table to help you understand the difference between standard and custom related lists: how to set up related lists in Salesforce and what features could be available in the CT Mobile app. Feature Standard Related List Custom Related List Notes Set up a related list with the page layout editor + – Add and customize a standard related list on the page layout of the required object. Not applicable for a custom related list. Set up a related list on CT Mobile Control Panel + + Go to CT Mobile Control Panel: Offline Objects to customize a standard related list; Go to CT Mobile Control Panel: Custom details to customize a custom related list. Create a record + + Grant permission: on CT Mobile Control Panel: Offline Objects for a standard related list; on CT Mobile Control Panel: Custom details for a custom related list. Object permissions restrict common access permissions defined by the user profile. The current user profile should have permission to edit the selected offline objects. Delete a record + + Grant permission: on CT Mobile Control Panel: Offline Objects for a standard related list; in CT Mobile Control Panel: Custom details for a custom related list. Object permissions restrict common access permissions defined by the user profile. The current user profile should have permission to delete the selected offline objects. The mobile user can delete unsynchronized records regardless of granted permission. Edit field values – + Not applicable for a standard related list; Go to Custom Related Lists to add the ability for editing fields of a custom related list. Drilldown to record details screen + + Available by default and cannot be disabled for a standard related list; Grant permission on CT Mobile Control Panel: Custom details for custom related list. Control columns' width + + Not in use. Filter records by using a SOQL query + + In the CT Mobile app, switch between the display of all records or only records that match filter criteria. Not applicable for standard related lists. Timeline view + – Not in use. The sort order by the specific field + + Tap the column title to sort records by this field. For more information, go to Filters in Related Lists.","title":"Related Lists","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/quick-reference-guides/related-lists/index.html","titles":[{"text":"Related List Features Comparison","hash":"h2_384095523","id":1}]},"773":{"id":773,"text":"Add standard Salesforce related lists, for example, Contacts or Opportunities, to the offline object to work with them in the CT Mobile app. To view a standard related list in the CT Mobile app: Add and customize a standard related list on the page layout of the required object. Select fields to display on the related list; Set up user permissions to fields: If the Updateable attribute has a false value, the field will be read-only even if the Read Only attribute has not been selected. If the Nillable attribute has a false value, the field will be required to fill in even if the Required attribute has not been selected. Specify the columns' order; Use filters. For more information, go to Filters in Related Lists. Go to CT Mobile Control Panel: Offline Objects and add the object from step 1 to the Selected list. Click the object in the Selected list to manage permissions and related lists. You can allow creating or deleting records and specify the SOQL filter to display all records or the required ones in the CT Mobile app. For more information, go to Managing Offline Objects. Go to the CT Mobile Control Panel: Offline Objects tab and add the object of the related list to the Selected list, for example, Contacts or Opportunities. Check that the current user profile has permission to read the object from steps 1 and 3. Check that the current user profile has permission to read the reference field that links the offline object and the related list object. The setup is complete.","title":"Standard Related Lists","component":"ctmobile-windows","version":"","name":"standard-related-lists","url":"/ctmobile-windows/quick-reference-guides/related-lists/standard-related-lists.html","titles":[]},"774":{"id":774,"text":"The timeline view is the alternative way to display records of the standard related lists as a tree of records in chronological order according to the criterion. The timeline view does not apply to custom related lists. The timeline view may be used for multiple standard related lists on the same layout. The standard related lists will be merged into a single timeline named Activities. It will contain the records of all the standard related lists for which timeline view is enabled, for example, records of the Event and Case objects. To display the timeline view: Go to CT Mobile Control Panel: Offline Objects. Select an object from the Selected list. Select the required record type from the drop-down list. Click next to the required related list. The related list settings window opens. Switch to the Display Settings tab. Enable the Display as a timeline by setting. Select the date or the date/time type field from the drop-down list to sort the records in the timeline. Click Save in the related list settings window. Click Save on the CT Mobile Control Panel tab. Go to the record and open the standard related list configured in the timeline view. On the left, activities are displayed as icons of the relevant type in chronological order. Observe the icons to quickly identify the activity type. On the right, the details about the earliest future activity are displayed. Tap an activity to display its details on the right part of the screen. Double-tap an activity to open it. If needed, set the colors for each activity type. If enabled, it is possible to create activity records.","title":"Timeline View","component":"ctmobile-windows","version":"","name":"timeline-view","url":"/ctmobile-windows/quick-reference-guides/related-lists/timeline-view.html","titles":[{"text":"Timeline View Setup","hash":"h2_1277565707","id":1},{"text":"Using Timeline View","hash":"h2_300128622","id":2}]},"775":{"id":775,"text":"The CT Mobile app has a handy tool for viewing log records of the sync process, which helps the consultants, administrators, and support team to verify that the CT Mobile app is correctly working and all settings are being applied. To access the Debug Console screen, drag the bottom on the Settings screen. Since CT Mobile 1.3, you can call the debug log during the sync process by right-clicking or long-pressing (at least 2 seconds) and then releasing anywhere on the screen. Logs are stored as the Sync Log records and can be sent to Salesforce or by email to the support team depending on the settings in the Support and Logs section of CT Mobile Control Panel: General. Debug Console allows searching the log records highlighting the search results.","title":"Debug Console","component":"ctmobile-windows","version":"","name":"debug-console","url":"/ctmobile-windows/quick-reference-guides/synchronization-launch/debug-console.html","titles":[]},"776":{"id":776,"text":"Table of Contents Synchronization Modes First Full Synchronization Full Synchronization Fast Synchronization Mixed Synchronization Launch Synchronization Resume Synchronization Synchronization involves several stages of aligning CT Mobile with Salesforce, during which updated records are sent from CT Mobile to Salesforce and vice versa. For information about settings for tracking and gathering the synchronization statistics, refer to Sync Logs. The entire database of the CT Mobile app, metadata components, and app settings will be downloaded from Salesforce to the mobile device. This synchronization should be used after the authorization of the current user. The first full synchronization may take a lot of time according to the database size. The CT Mobile app is locked during the first full synchronization, and the sync process will be interrupted in case of any errors. For more information, go to First Full and Full Synchronization. The entire database of the CT Mobile app, metadata components, and app settings will be replaced on the mobile device based on changes in Salesforce. Full synchronization may take a lot of time according to the database size. For more information, go to First Full and Full Synchronization. Data changes, such as deletions, insertions, and updates of records, will be sent from CT Mobile to Salesforce and vice versa. This type is intended to align the records' main information, for example, to send new records from CT mobile app to Salesforce. The CT Mobile app will not be locked during the fast synchronization. For more information, go to Fast and Mixed Synchronization. This type is intended to upload the data differential since the specific date mentioned in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup custom setting and all metadata to avoid the full synchronization performing, reduce synchronization time, and use the CT Mobile app during the synchronization. Enable to automatically update the date in the clm__MetadataLastModifiedDate__c field if the metadata was changed in Salesforce. For more information, go to Fast and Mixed Synchronization. Do not collapse the application and do not turn off the screen during the synchronization. Otherwise, synchronization may be interrupted. To launch the synchronization: In the CT Mobile application, long tap / right-click . Select the synchronization mode. The synchronization process is commencing. During the sync process, the sync timeline is displayed with a short description of each step. Here is an example of the full synchronization: To resume the synchronization: In the CT Mobile application, long tap / right-click . Select Continue synchronization. The synchronization process will resume from the last successful stage.","title":"Synchronization Launch","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/quick-reference-guides/synchronization-launch/index.html","titles":[{"text":"Synchronization Modes","hash":"h2_966867633","id":1},{"text":"First Full Synchronization","hash":"h3_21591833","id":2},{"text":"Full Synchronization","hash":"h3_1369866827","id":3},{"text":"Fast Synchronization","hash":"h3_116633872","id":4},{"text":"Mixed Synchronization","hash":"h3_1175148825","id":5},{"text":"Launch Synchronization","hash":"h2_1868373451","id":6},{"text":"Resume Synchronization","hash":"h2_1932101544","id":7}]},"777":{"id":777,"text":"The Sync Log object is intended to store the details of the sync process and operations performed in the course of the synchronization depending on the value in the Debug Level option on the CT Mobile Control Panel: General tab. The Debug Level option should be specified for each profile separately. Each profile should have the Edit permission for all fields of the Sync Log object. Salesforce API-name: clm__SyncLog__c Field API Type Description Date clm__Date__c Date/Time Date and time of the operation or the synchronization completion/interruption. Description clm__Description__c Long Text(32768) Description of the operation. for sending only sync logs: Part 1 from 1 for sending logs, data dump, and all/unsynchronized/no photos: Part n from m. If a mobile user sends an application data dump, the field contains Part n from m, where n is the number of an attachment and m is the total number of attachments. Duration clm__Duration__c Number(18,0) Synchronization duration in seconds: if the application was stopped due to some issues, the value in this field is zero. if the synchronization is interrupted due to the connection failure, the value in this field is the actual time before the interruption. Errors count clm__ErrorsCount__c Number(18,0) The number of records with errors when the clm__Operation__c contains Create, Update, Delete, Insert. Failed IDs clm__FailedIds__c Long Text Area(131072) The IDs of records containing errors when the clm__Operation__c contains Create, Update, Delete, Insert. The record IDs for the Insert value will not be written as these records only have temporary IDs. Failed Messages clm__FailedMessages__c Long Text Area(131072) Error texts for each failed record when the clm__Operation__c contains Create, Update, Delete, Insert. Geolocation clm__Geolocation__c Geolocation The current user’s geolocation if the type of operation is Geolocation. Geo Timing clm__GeoTiming__c Long Text Area(131072) The current user’s local time if the type of operation is Geo Tracing. Geo Tracing clm__GeoTracing__c Long Text(131072) The user coordinates (separated by a semicolon, without blank spaces) that will be captured if the user has moved 50 or more meters from the previous location. If the tracking interval is 0, the user’s coordinates will not be captured. Has Recovery Data clm__HasRecoveryData__c Checkbox Not in use. Object name clm__ObjectName__c Text(255) Name of the operation object when the clm__Operation__c contains Create, Update, Delete, Insert. Operation clm__Operation__c Text(255) The type of synchronization: Full Sync Fast Sync Mixed Sync Quick Record Sync. Or the type of operation: Create Update Delete Login Insert Geo Tracing Geolocation Sync Log Sync Log History (for sending only send logs to Salesforce) Export Data (for sending data from the CT Mobile app) Records Count clm__RecordsCount__c Text(255) The total number of records transmitted in the course of the operation when the clm__Operation__c contains Create, Update, Delete, Insert. Status clm__Status__c Picklist Synchronization status: Success. The synchronization is completed. Partially Success. If some errors occur during the synchronization, but the synchronization is completed. Failed. If any error occurred during the full synchronization. The Sync Log record of the failed synchronization is sent to Salesforce after the next synchronization is finished.","title":"Sync Log","component":"ctmobile-windows","version":"","name":"sync-log","url":"/ctmobile-windows/quick-reference-guides/synchronization-launch/sync-log.html","titles":[]},"778":{"id":778,"text":"Table of Contents Sync Log Records Enable Sync Logs Sync Log Reports Enable sync logs and configure the appropriate reports for efficient management of synchronization statistics: average synchronization duration, the ratio of succeeded synchronizations to failed, and many more. The Sync Log record is created for each synchronization and each operation, such as login, create, etc., after the synchronization completion or interruption due to sync errors. For more information, refer to Sync Log. For example, if you performed the successful fast synchronization with the insert operation of Account and Contact records and the update operation of the User record, the following Sync Log records per each operation will be created: The summary Sync Log record for the selected synchronization type: Operation: Fast Sync Status: Success Date Duration Description: Part 1 from 1 The number of transmitted records The number of errors occurred. The summary Sync Log record has the attachment which stores the text file with the sync logs: Name: syncSingle.log ParentId which stores the ID of the summary Sync Log record Description: Part 1 from 1. The Sync Log record with the insert operation of Account record: Operation: Insert Status Object Name: Account Date Duration The number of transmitted records for the object The number of errors that occurred Failed messages Failed IDs. The Sync Log record with the insert operation of the Contact record. The Sync Log record with the update operation of the User record. To enable and configure Sync Logs: Go to CT Mobile Control Panel: General. Select the required profile in the Location picklist. General Settings will be applied to all profiles without individual settings. In the Support and logs section, activate the Enable Sync logs switch. In the Debug Level picklist, select the logging level: None. Logging is disabled. Error. A log entry is created only in case of occurred synchronization error. All. Each synchronization is logged as a separate entry irrespectively of whether it contains errors or not. Enabling the All option for a long time will result in an overflow of the data storage at Salesforce and a significant increase in the CT Mobile synchronization time. Click Save. The sync log functionality is enabled. CT Mobile package is preconfigured with reports Average Synchronization Duration and Synchronization Statuses by Types. By default, the reports are stored in the Sync Log Reports folder. To open a Sync Log report: Click the button in the upper left corner and select Reports. Select the All Folders filter (or any other suitable filter) to display the folder list. Select the Sync Logs Reports folder. Select a report from the list. The selected report opens. You can adjust the configuration of default reports according to your needs or create your specific reports by using the standard Salesforce functionality. For more information about reports, refer to Salesforce Help: Reports.","title":"Sync Logs","component":"ctmobile-windows","version":"","name":"sync-logs","url":"/ctmobile-windows/quick-reference-guides/synchronization-launch/sync-logs.html","titles":[{"text":"Sync Log Records","hash":"h2_1487877011","id":1},{"text":"Enable Sync Logs","hash":"h2_272409891","id":2},{"text":"Sync Log Reports","hash":"h2_1454825892","id":3}]},"779":{"id":779,"text":"Table of Contents Synchronization Modes When to launch the full synchronization? When to launch the fast synchronization? When does the mixed synchronization automatically launch instead of the fast synchronization? How to know that the synchronization is successful? Synchronization Details What are the synchronization statuses? Where are the synchronization statistics stored? Metadata Components and Related Error Handling What components are included in the metadata archive? How often should you rebuild the metadata archive? Why were not the up-to-date metadata components downloaded during the full or mixed synchronization? Why is the new translation for an object or a field not displayed in the CT Mobile app? The lookup filter has been changed. Why has not it been downloaded to the device? The metadata checker has been enabled. Why are not the up-to-date metadata components downloaded to the device? Synchronization Error Handling How to send the application data dump? What to do if the sync process has stopped due to missing the CT Mobile license? What to do if the sync process has stopped due to an inactive organization error? What to do if synchronization takes too long? What to do if the INVALID_TYPE error occurs? What to do if the UNKNOWN_EXCEPTION error occurs? What to do if the MALFORMED_QUERY error occurs? What to do if the INVALID_FILTER_QUERY_OPERATOR: invalid ID field occurs? When does No connection to Salesforce occur? What to do if the synchronization does not work when VPN is enabled? Here is a list of frequently asked questions: The full synchronization should be launched: to download the current user database (data, metadata, app settings): when a mobile user launches the first synchronization after logging in; when the new version of the CT Mobile app is installed. to send data changes (deletions, insertions, and updates of records) from the CT Mobile app to Salesforce and completely replace the current user database (data, metadata, app settings) if changes were made on the CT Mobile Control Panel. Important notes: In case of any errors, the full synchronization is interrupted. The CT Mobile app is locked during the full synchronization except for the first full synchronization. The sync process may take a lot of time, depending on the database size. For more information, read the Full Synchronization article. The fast synchronization is intended to: send data change (deletions, insertions, and updates of records) from the CT Mobile app to Salesforce, including changes in the field attributes; download data changes (deletions, insertions, and updates of records) from Salesforce to the device, including changes in the field attributes; update CLM presentations in case of republishing. The CT Mobile app compares the current version of the CLM presentation with the one previously saved. If any discrepancies are found, slides and attachments, which were updated after the last synchronization, will be loaded. In case of the future date in the Forced Load Date field on the CLM presentation record, the CT mobile app asks the current user to download the CLM presentation or not. In the case of the past date or an empty value in the Forced Load Date field, the CLM presentation will be downloaded. Important notes: In the case of record errors, the fast synchronization continues. Errors could be managed on the Errors screen. The CT Mobile app is not locked during the fast synchronization. For more information, read the Fast Synchronization article. The mixed synchronization launches when: the date of the last successful synchronization on the current user’s record is earlier than the date of the last metadata change in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup record for the current user’s profile (if this record exists) or for the current user’s Salesforce organization; the date of the last metadata change is not set in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup record. The mixed synchronization is intended to: download settings and records without re-load of previously downloaded records, which helps to reduce the sync time. download metadata changes in ZIP archive(s) and via API according to the current user profile; send data changes (deletions, insertions, and updates of records) from the CT Mobile app to Salesforce; download data changes (deletions, insertions, and updates of records) from Salesforce to the device; update CLM presentations in case of republishing. The CT Mobile app compares the current version of the CLM presentation with the one previously saved. If any discrepancies are found, slides and attachments, which were updated after the last synchronization, will be loaded. In case of the future date in the Forced Load Date field on the CLM presentation record, the CT mobile app asks the current user to download the CLM presentation or not. In the case of the past date or an empty value in the Forced Load Date field, the CLM presentation will be downloaded. Important notes: The date of the last metadata change will be updated each time you make a change on CT Mobile Control Panel. You can manually update the date for the corresponding profile by editing the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup record for the current user’s profile (if this record exists) or for the current user’s Salesforce organization. In the case of record errors, the mixed synchronization continues. Errors could be managed on the Errors screen; The CT Mobile app is not locked during the mixed synchronization; To refresh metadata in the ZIP archive Manually create the metadata archive. Enable Metadata Checker to refresh metadata. For more information, read the Fast Synchronization article. If the synchronization was successful, the notification «Synchronization completed. Duration: HH:MM:SS.» If an error occurred during the sync process, a notification appears with the text of the error, and the user should close it. Depending on the selected debug level, the sync log record with the corresponding status will be saved for synchronization and all performed operations, except for Geo Tracing and Geolocation. For more information, read the Sync Log article. Success full synchronization is complete; fast/mixed synchronization is complete (with or without the Sync Recovery functionality and CT Mobile Replication); completed operation. Partially Success fast/mixed synchronization if there are errors, for example, if the required field is blank or the start date is later than the end date (with or without the Sync Recovery functionality and CT Mobile Replication); operation if some records are not successfully created, updated, deleted, or inserted. Failed the internet connection has been lost; the device screen has been turned off; the device has been turned off; any errors during first/full synchronization. for operation if all records have errors due to which they were not created, updated, deleted, or inserted. The Sync Log object is intended to store logs for each performed synchronization. the main Sync log record with the type of synchronization; sync log records for each operation performed during the sync process. The Sync Log record may include attachments: the SyncSingle.log file with all operations for the first, full, fast, mixed, and quick record synchronization. the sync.log file for the Sync Log History operation. the Documents.zip for the Export Data operation; For more information, read the Sync Logs article. The list of components is available here. Also, the metadata archive includes all offline objects that were specified on the CT Mobile Control Panel: Offline Objects. We recommend enabling a metadata checker and setting a schedule for a metadata checker according to your business processes, such as the frequency of updating settings on the CT Mobile Control Panel tabs, changing lookup filters, creating custom labels, managing validation rules, etc. The metadata archive has not been created or updated. Some functionality may incorrectly work, for example, offline validation rules. Check the cloud token is valid. Create a ZIP archive or refresh metadata in the ZIP archive. We recommend enabling a metadata checker. Also, it is possible to set a schedule for a metadata checker or manually create/update the metadata archive. Translation Workbench is used to maintain translated values for metadata and data labels in Salesforce org, for example, to translate fields, objects, related lists, etc. If the translation is absent, the label will be displayed. If the translation has been added, check the metadata archive is created or updated. We recommend enabling a metadata checker. Also, it is possible to set a schedule for a metadata checker or manually create/update the metadata archive. Also, check the Application Language article. The lookup filters are the components of the metadata archive. If you created or changed the lookup filter, it is necessary to rebuild a metadata archive. We recommend enabling a metadata checker. Also, it is possible to set a schedule for a metadata checker or manually create/update the metadata archive. Please note that the creation of the metadata archive may take some time. Follow steps: Go to the Setup → enter Apex Jobs in the Quick Find box → click the Apex Jobs page. Check that there are no errors in the classes: Schedule_LastModifiledDate is used to build a metadata archive. If the status of the Apex class is Failed, then the metadata archive has not been compiled. Refresh the cloud token value and re-build the archive; Schedule_CheckRetrieveStatus is used to retrieve a metadata archive. If the status of the Apex class is Aborted, then the metadata archive has not been compiled. The class will request the archive until the archive is compiled, and then the class status will change to Completed. Go to the Send Application Data Dump article. To use the CT Mobile app, assign the CT Mobile license to the mobile users. This error occurs when the Salesforce organization is no longer active. Disconnect then reconnect from Salesforce. The duration of the sync process depends on: the internet connection. Check the requirements for the connection. amount of data. To avoid the synchronization of the large data, customize the criteria to download desired records of offline objects. amount of modified components (objects, fields, layouts) or changes provided on the CT Mobile Control Panel. In this case, mixed synchronization is in progress instead of fast synchronization, and the sync process takes more time. The INVALID_TYPE error occurs if you haven’t access to a field because of revoked access in Salesforce. When you perform fast synchronization, the system cannot retrieve records of objects because the current user has no access to several object fields. To avoid this issue, we recommend this sequence of steps: Users perform fast synchronization. The administrator makes changes to the object model in Salesforce (sharing rules, adding and removing fields, changing a profile for a user). Users perform a full synchronization. The UNKNOWN_EXCEPTION error occurs due to either an incorrect setting or a Salesforce error. Identify the query where the error occurs during synchronization, and check it in Workbench. If the queries are correct, contact Salesforce and report the error. The MALFORMED_QUERY error occurs when the SOQL filter is incorrectly specified for the offline object. Check the SOQL query in the error message. The INVALID_FILTER_QUERY_OPERATOR: invalid ID field error is due to a temporary mobile record ID being inserted into the reference field when the query is formed. Check the custom logic that inserts the temporary ID in the field. This error occurs in the following cases: No internet connection on the device. There is an incident on the Salesforce side, for example, https://status.salesforce.com/incidents/6406. We recommend granting permissions to the following sites in your VPN settings: *.force.com *.salesforce.com *.lightning.com *.salesforce-communities.com *.visualforce.com *.documentforce.com *.forceusercontent.com","title":"Synchronization F.A.Q.","component":"ctmobile-windows","version":"","name":"synchronization-f-a-q","url":"/ctmobile-windows/quick-reference-guides/synchronization-launch/synchronization-f-a-q.html","titles":[{"text":"Synchronization Modes","hash":"h2_1632467576","id":1},{"text":"When to launch the full synchronization?","hash":"h3_2097853915","id":2},{"text":"When to launch the fast synchronization?","hash":"h3_965238074","id":3},{"text":"When does the mixed synchronization automatically launch instead of the fast synchronization?","hash":"h3_1232469734","id":4},{"text":"How to know that the synchronization is successful?","hash":"h3_2143775923","id":5},{"text":"Synchronization Details","hash":"h2_490564468","id":6},{"text":"What are the synchronization statuses?","hash":"h3_11590014","id":7},{"text":"Where are the synchronization statistics stored?","hash":"h3_1530730493","id":8},{"text":"Metadata Components and Related Error Handling","hash":"h2_2101954030","id":9},{"text":"What components are included in the metadata archive?","hash":"h3_831436350","id":10},{"text":"How often should you rebuild the metadata archive?","hash":"h3_317222557","id":11},{"text":"Why were not the up-to-date metadata components downloaded during the full or mixed synchronization?","hash":"h3_335611687","id":12},{"text":"Why is the new translation for an object or a field not displayed in the CT Mobile app?","hash":"h3_439788848","id":13},{"text":"The lookup filter has been changed. Why has not it been downloaded to the device?","hash":"h3_1646090375","id":14},{"text":"The metadata checker has been enabled. Why are not the up-to-date metadata components downloaded to the device?","hash":"h3_98900833","id":15},{"text":"Synchronization Error Handling","hash":"h2_1094723947","id":16},{"text":"How to send the application data dump?","hash":"h3_1178930529","id":17},{"text":"What to do if the sync process has stopped due to missing the CT Mobile license?","hash":"h3_2090909248","id":18},{"text":"What to do if the sync process has stopped due to an inactive organization error?","hash":"h3_755626042","id":19},{"text":"What to do if synchronization takes too long?","hash":"h3_2051887665","id":20},{"text":"What to do if the INVALID_TYPE error occurs?","hash":"h3_381741377","id":21},{"text":"What to do if the UNKNOWN_EXCEPTION error occurs?","hash":"h3_1079670190","id":22},{"text":"What to do if the MALFORMED_QUERY error occurs?","hash":"h3_1189028288","id":23},{"text":"What to do if the INVALID_FILTER_QUERY_OPERATOR: invalid ID field occurs?","hash":"h3_1710675976","id":24},{"text":"When does No connection to Salesforce occur?","hash":"h3_528467127","id":25},{"text":"What to do if the synchronization does not work when VPN is enabled?","hash":"h3_1995855573","id":26}]},"780":{"id":780,"text":"Table of Contents Location Application Menu Add menu item Add Custom Options The App Menu tab is intended to set up menu items and their order in the main menu. According to the selected profile, settings on this tab will be saved in the records of the CTM Settings object with the Menu record type. Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. In the Search box, find the object that should be added to the main menu. Use the Advanced List option to display all available objects in the Available list. Click the object name in the Selected list to set up options for the object. Click to view the icons of the modules that can be added to the CT Mobile app. The modules' availability depends on the device platform. Hover the cursor over a module to see its short description. Click the icon to select the module and click Add. Rearrange the menu items in the Selected list in the desired order. At a customer’s request, complementary functional modules can be added to custom application builds. Click the Add Custom form to specify the significant word of the custom module. According to the selected menu item in the Selected list, the available options are displayed on the right: For the Home screen, enable the Customizable Home screen option. Add, size, and arrange widgets. For offline objects, group records by the criterion. For the Applications module, group records by the criterion. For the Links module, specify resources and web pages. For the Routes module, specify the ascending or descending order of records.","title":"CT Mobile Control Panel: App Menu","component":"ctmobile-windows","version":"","name":"ct-mobile-control-panel-app-menu","url":"/ctmobile-windows/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-app-menu.html","titles":[{"text":"Location","hash":"h2_1969690579","id":1},{"text":"Application Menu","hash":"h2_738493971","id":2},{"text":"Add menu item","hash":"h3_259736469","id":3},{"text":"Add Custom","hash":"h3_1872780512","id":4},{"text":"Options","hash":"h2_1511584348","id":5}]},"781":{"id":781,"text":"Table of Contents Location Activity Planning Calendar Settings Activity Settings The Calendar tab is intended to enable planning activities, manage Activity objects, and specify the view of the Calendar module. According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Application Setup record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. If enabled, a user can create and manage activities in the Calendar, Nearby Accounts, and Routes modules. Specify the view of the Calendar module. From the Calendar View picklist, select the default calendar view. The available options: Month Week Day Use the slider to specify the default duration in minutes for scheduled activities. Hover over the slider to see the value: 5 minutes: the leftmost position, the minimum default duration. 1 hour: the rightmost position, the maximum default duration. If enabled, mobile users can use the toggle to display or hide weekends on the calendar grid. Use the slider to customize visible working hours. Hover over the slider to see the default visible hour range in the following format 8:20, where 8 is the earliest hour to show and 20 is the latest hour to show on the calendar grid. 0 hour: the leftmost position. 24 hours: the rightmost position. Specify one or more Activity objects. Click the Add new Activity object button to add and customize the required Activity object, such as Activity, Task, Event, and custom Activity objects. Each object has a title in the Activity Settings Number format, where the Number is the order number of the added Activity objects. Click the Delete activity object button to remove the required Activity object and its settings. Specify the API name of the required Activity object. Specify the API name of the field with the Date/Time type that contains information on the start date of the Activity record. Specify the API name of the field with the Date/Time type that contains information on the end date of the Activity record. Specify the API name of the field with the Picklist type that is responsible for the status of the Activity record. Specify the API name of the field with the Text type that will be used to store the description of the Activity record. Specify the API name of the field with the Geolocation type where the geolocation data of the Activity record will be written.","title":"CT Mobile Control Panel: Calendar","component":"ctmobile-windows","version":"","name":"ct-mobile-control-panel-calendar","url":"/ctmobile-windows/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-calendar.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Activity Planning","hash":"h2_751776964","id":2},{"text":"Calendar Settings","hash":"h2_81679169","id":3},{"text":"Calendar View","hash":"h3_1974887345","id":4},{"text":"Event Duration (minutes)","hash":"h3_808313222","id":5},{"text":"Show Week Type Switch","hash":"h3_2140284324","id":6},{"text":"Visible Hour Range","hash":"h3_256846269","id":7},{"text":"Activity Settings","hash":"h2_70500171","id":8},{"text":"Activity Object API Name","hash":"h3_1397263211","id":9},{"text":"Activity Start Date Field API Name","hash":"h3_1674628596","id":10},{"text":"Activity End Date Field API Name","hash":"h3_1391348303","id":11},{"text":"Activity Status Field API Name","hash":"h3_1535211802","id":12},{"text":"Activity Description Field API Name","hash":"h3_1370849692","id":13},{"text":"Activity Geolocation Field API Name","hash":"h3_717585460","id":14}]},"782":{"id":782,"text":"Table of Contents Location Color Settings Options The Color Settings tab is intended to set up colors for the records of an offline object according to the criterion. According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Customization record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Click the Create button to add new color settings. Follow the steps here to assign colors for the records of the desired offline object. Color settings are grouped into categories according to the offline object. Each offline object can have only one coloring criterion. Click next to an offline object to edit color settings. Click next to an offline object to remove color settings for the offline object.","title":"CT Mobile Control Panel: Color Settings","component":"ctmobile-windows","version":"","name":"ct-mobile-control-panel-color-settings","url":"/ctmobile-windows/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-color-settings.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Color Settings Options","hash":"h2_1200972364","id":2}]},"783":{"id":783,"text":"The Custom Details tab is intended to create and manage custom related lists of a record of an offline object. Settings on this tab will be saved in the corresponding fields of the Mobile Custom Details Settings record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Click the Create button to add new color settings. Follow the steps here to set up custom related lists for an offline object. Custom related lists are grouped into categories according to the offline object. Click next to the required custom related list to edit it. Click next to the required custom related list to remove it.","title":"CT Mobile Control Panel: Custom Details","component":"ctmobile-windows","version":"","name":"ct-mobile-control-panel-custom-details","url":"/ctmobile-windows/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-custom-details.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Custom Related List Options","hash":"h2_1467999814","id":2}]},"784":{"id":784,"text":"The custom tab allows you to manage the defined parameters in one place. Create and configure the custom Visualforce page which is responsible for the tab interface. To add a custom tab to the CT Mobile Control Panel: Go to Setup → Custom Code → Visualforce Pages and click New. Create a new Visualforce page: Enter a tab name in the Label field. Enter AppControlPanelExtension in Name field. Add Description if needed. Set a flag next to the Available for Lightning Experience, Lightning Communities, and the mobile app and Require CSRF protection on GET requests checkboxes if needed. Enter your code in the Visualforce Markup form below. Check Version Settings. Click Save. Click and go to CT Mobile Control Panel. The custom tab is added.","title":"CT Mobile Control Panel: Custom Tab","component":"ctmobile-windows","version":"","name":"ct-mobile-control-panel-custom-tab","url":"/ctmobile-windows/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-custom-tab.html","titles":[]},"785":{"id":785,"text":"Table of Contents Location Global User Interface Geolocation Support and logs Object mappings The General tab is intended to specify the main settings which are responsible for the CT Mobile app interface and the CLM package integration with the target system, such as CT Pharma or CT CPG. The tab has the following sections: According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Application Setup record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. You can copy all profile settings to another profile: Select the profile in the Location field to copy its settings. Click the button next to the Location field. In the pop-up, select a required profile and click Copy setting. The main settings are copied. This attribute must be set if the client system uses the Person Accounts functionality. If enabled: Person Accounts are displayed in the Contacts menu item and on the Contacts tab of the modules, except for the cases if the Reference object is selected in the Reference Object API Name field. Accounts are displayed in the Accounts menu item and on the Accounts tab of the modules. If enabled, the first time the user launches the CT Mobile app, the app will ask the user to set a personal passcode. Then, every time the user opens the app, a password will be required to access the app. When you enter the wrong passcode three times in a row, the database will be reset. The ability to compress images used in the CT Mobile app. The quality of the original image depends on the device type and its settings. The attached images and taken photos may be compressed to reduce the amount of data sent to Salesforce. Hover over the slider to see the value: 0% – the leftmost position, the maximum amount of compression, and minimum image size. 100% – the rightmost position, no image compression, the functionality is disabled. The default value is 50%. This section is intended to personalize the CT Mobile interface. Click Customize next to Set App Color, Patterns, and Logo. In the App Customization window, the settings are located on the left side, and the tablet view with applied settings is on the right side. After customizing, click Save. The setup is complete. Click to view the App Customization window Manage the title pattern of the application screen. Select one of the configured patterns or upload your pattern by selecting the Own value from the picklist. The file size limit is 2 MB. The file format is limited to PNG. Image dimensions must be in the range from 1024 х 70 to 2732 х 204. To remove any pattern, select None. Manage the home pattern for the application screen background. Select one of the configured patterns or upload your pattern by selecting the Own value from the picklist. The file size limit is 2 MB. The file format is limited to PNG. Image dimensions must be in the range from 1024 х 768 to 2732 х 2048. To remove any pattern, select None. Select the background color for the CT Mobile screens. Click on the field to select a color from the drop-down palette or enter the color code. Select the homepage logo to display when the Logo widget is added on the Home Screen. Click Choose file to add a new logo. The logo file size limit is 4 MB. The file format is limited to PNG. The logo will be saved in the following format: For General Settings profile: Mobile.Logo.png. For a user profile: Mobile.Logo_{profile.id}.png. Large images will be automatically resized. To view the logo in Salesforce, switch Lightning Experience to Salesforce Classic, go to Documents and open the CT CLM folder. Geolocation data may be used for the Maps widget on a record, in the Routes and Nearby Accounts modules. If enabled, geolocation data on the Account and Activity objects will be collected in the Account Geolocation or Account Full Address field according to selection and in the Activity Geolocation Field API Name field. If enabled, geolocation data continues to collect even if the CT Mobile app runs in background mode. Set up the tracking interval of the geolocation data in seconds. If set to 0, the user’s current location will not be captured. To use geolocation, create a field with the Geolocation__c API name and with the Geolocation type on the Account object. Then select this field in the Account Geolocation Field picklist. If geolocation data is not specified, the account location will be retrieved from the Account Full Address field. Specify a field with the formula type to view the full address of the Account record. Create a new field with the Formula(Text) type on the Account object to contain City, Street, and other address info in one line. This field will be used to track geolocation data and build routes. To correctly track geolocation data, a formula should not return any symbols, for example, in a case, if one of the mentioned in the formula fields is blank. For example, to view the shipping city and shipping street, enter the following: .... IF( NOT( ISBLANK(ShippingCity) ), ShippingCity & \", \" , \"\" ) & ShippingStreet .... Obtain and enter your Bing Maps Windows API Key on this tab for using Bing Maps in the CT Mobile Windows app. If enabled, the Sync Log records will be created during the sync process on the mobile device. This attribute defines whether a Sync Log record should be created or not. Select an option: None – sync log record is not created; Error – sync log record is created only in case of a sync error; All – sync log record is created for each synchronization regardless of whether it was successful or not. In this case, data storage can be overloaded. Choose where to send the customer’s database dump of the CT Mobile app. Select an option: Salesforce.com The database dump will be attached to one or more Sync Log records in case of exceeding the size of 20MB. E-mail In the Support Email field, specify the email to send the data logs and screenshots of synchronization errors. Select an object that will be used as a product. The Product Object API Name field of the Mobile Application Setup should be correctly specified for each Activity object in the Activity Object API Name field. Records of the selected object will be displayed on the Contacts menu item, on the Contacts tab in the Nearby Accounts module, and on the Contacts and Hierarchy View tabs in the Calendar module. As the Reference object, use the junction object between the Account and Contact objects, for example: the standard Account Contact Relationship object if a single contact may be related to multiple contacts CTPHARMA__Reference__c if using CT Pharma solution as the target system, any custom object with the field of the lookup type to the Account and Contact objects If the many-to-many relationship between the Account and Contact objects is not used in the system, please leave this field blank. For more information, refer to Reference Object.","title":"CT Mobile Control Panel: General","component":"ctmobile-windows","version":"","name":"ct-mobile-control-panel-general","url":"/ctmobile-windows/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-general.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Copy Settings","hash":"h3_1877182756","id":2},{"text":"Global","hash":"h2_389408561","id":3},{"text":"Person Accounts Enabled","hash":"h3_471160840","id":4},{"text":"Passcode Enabled","hash":"h3_643998525","id":5},{"text":"Image Quality","hash":"h3_377059502","id":6},{"text":"User Interface","hash":"h2_1037766202","id":7},{"text":"Title Pattern","hash":"h3_1718046162","id":8},{"text":"Home Pattern","hash":"h3_1108618695","id":9},{"text":"Device Background Color","hash":"h3_1461860777","id":10},{"text":"Homepage Logo","hash":"h3_1354766135","id":11},{"text":"Geolocation","hash":"h2_670774632","id":12},{"text":"Enable Location Tracking","hash":"h3_335024009","id":13},{"text":"Enable Background Location Tracking","hash":"h3_1567195273","id":14},{"text":"Tracking Interval (in seconds)","hash":"h3_1808523151","id":15},{"text":"Account Geolocation Field","hash":"h3_612123135","id":16},{"text":"Account Full Address Field","hash":"h3_1092547330","id":17},{"text":"Bing Maps Windows API Key","hash":"h3_1990058335","id":18},{"text":"Support and logs","hash":"h2_1687169837","id":19},{"text":"Enable Sync Logs","hash":"h3_272409891","id":20},{"text":"Debug Level","hash":"h3_1226274811","id":21},{"text":"Send database dump to","hash":"h3_813073278","id":22},{"text":"Object mappings","hash":"h2_479934482","id":23},{"text":"Product Object API Name","hash":"h3_2141706831","id":24},{"text":"Reference Object API Name","hash":"h3_494016929","id":25}]},"786":{"id":786,"text":"Table of Contents Location Mini Layout Options The Mini Layouts tab is intended to configure and manage special forms that simplify the creation of a new record in the CT Mobile app. According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Mini Layout Settings record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Click the Create layout button to add a new mini layout. Follow the steps here to configure a mini layout for the desired offline object. Mini layouts are grouped into categories according to the offline object. Click next to the desired mini layout to edit it. Click next to the desired mini layout to delete it.","title":"CT Mobile Control Panel: Mini Layouts","component":"ctmobile-windows","version":"","name":"ct-mobile-control-panel-mini-layouts","url":"/ctmobile-windows/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-mini-layouts.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Mini Layout Options","hash":"h2_632328267","id":2}]},"787":{"id":787,"text":"Table of Contents Location Offline Objects Object Permissions Related Lists The Offline Objects tab is intended for managing offline objects and standard related lists. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Enter the object label or API name in the Search box to find it in the Available list and add it to the Selected list if this object should be available offline. If an object is added to the Selected list, it will be available in the Selected list on the CT Mobile Control Panel: App Menu tab. Use the Advanced List option to display all objects in the Available list regardless of whether the object has a page layout. Click the object name in the Selected list to set up the user’s permissions to work with this object and standard related lists. Restrict the profile permissions to create or delete records of the desired offline object. Set up SOQL filters to download only the required records. For more information, refer to Managing Offline Objects. Restrict the profile permissions to create or delete records of the standard related lists that are added to the page layout of an offline object and available for the selected record type. Set up SOQL filters for using a toggle in the CT Mobile app to display all or only records that match the criteria. For more information, refer to Managing Offline Objects. Also, get familiar with the information in the Standard Related Lists article. To set up custom related lists of an offline object, go to CT Mobile Control Panel: Custom details.","title":"CT Mobile Control Panel: Offline Objects","component":"ctmobile-windows","version":"","name":"ct-mobile-control-panel-offline-objects","url":"/ctmobile-windows/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-offline-objects.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Offline Objects","hash":"h2_1468985423","id":2},{"text":"Object Permissions","hash":"h2_263612775","id":3},{"text":"Related Lists","hash":"h2_946326628","id":4}]},"788":{"id":788,"text":"Table of Contents Location Remote Detailing Settings Video Streaming Enabled Text Chat Enabled Text Chat History Enabled CRM Data Streaming Enabled Detailed Statistics Enabled Call Repeat Allowed Audio Record Enabled Scheduled Activity Audio Cleanup Delete After (days) Terms of Use on the Welcome Screen Session Timeout (in seconds) Applications List Field Endpoint URL Email Required Field Login URL Self-Detailed User Refresh CLM-presentations The Presenter tab is intended to configure the Remote Detailing functionality. According to the selected profile, several settings on this tab will be saved in the corresponding fields of the CLM Settings record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. General Settings will be applied to all the profiles without individual settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Switch to enable the Remote Detailing functionality and display available options. If enabled, the participants are allowed to stream video and audio during the Remote Detailing meeting. If enabled, the participants are allowed to communicate with each other on the Chat tab during the Remote Detailing meeting. If enabled, the chat history of the Remote Detailing meeting will be saved as the .html file in the Attachment section of the Activity record. If enabled, certain JS Bridge methods will be available on the CLM presentation slides during the Remote Detailing meeting. Please, refer to JS Bridge Methods Availability. If enabled, the statistics per each slide will be gathered not only for the presenter but also for each participant too. If enabled, the presenter can resume the finished Remote Detailing session. The statistics will be collected for the resuming meeting too. Use the same link to enter the previously finished meeting. If enabled, audio of the Remote Detailing meeting may be recorded and saved as a Lightning compinent to the corresponding Activity record. For more information, refer to Remote Detailing 2.0: Audio Recording. The presenter should receive the participant’s permission to record audio using the Terms of Use on the Welcome Screen. If a guest didn’t accept, she cannot participate in the Remote Detailing meeting. A notification will be sent to the administrator when the audio record exceeds available space and cannot be saved. If enabled, the audio of the Remote Detailing meeting will be automatically deleted from the Activity record according to the expiration date in the Delete After (days) field. The number of days to keep an audio recording in Salesforce if the Scheduled Activity Audio Cleanup attribute is enabled. The default value is 30 days. After the expiration date, the audio recording is deleted from the Activity record. Participant permissions are still in the Activity record. If enabled, you can specify the terms of use that will be displayed on the Welcome screen. If a user does not accept the terms of use, she will not be able to participate in the Remote Detailing or Self-Detailing meeting. Specify your company and agreement type in the corresponding fields to replace them automatically in the draft agreement. By default, there is a draft agreement in English. Add another language and text to the agreement, if necessary. Click Add language, to specify terms of use for additional language. Click Delete language, to remove terms of use on the selected language. Click to view an example For the Remote Detailing meeting, the session timeout is the time interval after the presenter left the meeting, for example, in case of internet connection loss. When the timeout is reached, all participants will be automatically logged out. For the Self Detailing meeting, the session timeout is the time interval when a participant does not perform any action. When the timeout is reached, the inactive participant session expires, a participant is automatically logged out, and their statistics at the meeting are sent to Salesforce. The field API name of the Activity object for the Application IDs storing, for example, ApplicationIds__c. The field to store Application IDs should have the same API name on any Activity object for the Remote Detailing or Self Detailing session. The same field will be automatically entered for all available profiles. The field API name of the Activity object for the invite link storing, for example,RDLink__c. The field to store an invite link should have the same API name on any Activity object for the Remote Detailing or Self Detailing session. The same field will be automatically entered for all available profiles. Not applied since CT Mobile package v. 3.63. Specify the active site URL for logging in, viewing the CLM presentation, and collecting the statistics of the CLM presentation via the Self Detailing functionality. Available since CT Mobile package v. 3.66. Enter the API name of a checkbox of the Activity object, for example,IsRequiredEmail__c. If the checkbox is active, the participant should fill out an email on the Welcome screen to access the Remote Detailing meeting. In the Available section, there are domains, for example, the instance or community URL, that can be used to connect with the Remote Detailing session. If several URLs are added in the Selected section, the presenter should select the appropriate URL to launch the Remote Detailing session. Available since CT Mobile package v. 3.63. To access the Self Detailing functionality: Create the integration user. Click Connect. Authorize as the integration user in Salesforce. All statistics for participants of the Self-Detailing meeting will now be collected for the connected integration user. For the Self Detailing mode, click the Refresh CLM-presentations button to send JSON files of appropriate CLM-presentations and specified session timeout to the Customertimes server. Also, when the Self Detailing meeting is finished, the participant’s statistics will be sent to Salesforce. Select CLM presentations to send, for example, only active CLM presentations or only available for the Remote Detailing session, click the Send data button, wait for the confirmation, and click Close. Click to view the interface","title":"CT Mobile Control Panel: Presenter","component":"ctmobile-windows","version":"","name":"ct-mobile-control-panel-presenter","url":"/ctmobile-windows/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-presenter.html","titles":[{"text":"Location","hash":"h2_1969690579","id":1},{"text":"Remote Detailing Settings","hash":"h2_985373192","id":2},{"text":"Video Streaming Enabled","hash":"h3_172954036","id":3},{"text":"Text Chat Enabled","hash":"h3_1970573228","id":4},{"text":"Text Chat History Enabled","hash":"h3_743522332","id":5},{"text":"CRM Data Streaming Enabled","hash":"h3_949497961","id":6},{"text":"Detailed Statistics Enabled","hash":"h3_856955672","id":7},{"text":"Call Repeat Allowed","hash":"h3_341694305","id":8},{"text":"Audio Record Enabled","hash":"h3_912321036","id":9},{"text":"Scheduled Activity Audio Cleanup","hash":"h3_1230065320","id":10},{"text":"Delete After (days)","hash":"h3_1157844415","id":11},{"text":"Terms of Use on the Welcome Screen","hash":"h3_1019207818","id":12},{"text":"Data for Terms of Use","hash":"h4_1782060860","id":13},{"text":"Text for terms of Use","hash":"h4_986969989","id":14},{"text":"Language of Terms of Use","hash":"h4_826226552","id":15},{"text":"Session Timeout (in seconds)","hash":"h3_1123335710","id":16},{"text":"Applications List Field","hash":"h3_201439959","id":17},{"text":"Endpoint URL","hash":"h3_608996078","id":18},{"text":"Email Required Field","hash":"h3_868233337","id":19},{"text":"Login URL","hash":"h3_193092178","id":20},{"text":"Self-Detailed User","hash":"h3_53846510","id":21},{"text":"Refresh CLM-presentations","hash":"h2_891805269","id":22}]},"789":{"id":789,"text":"","title":"","component":"ctmobile-windows","version":"","name":"ct-mobile-control-panel-workflows","url":"/ctmobile-windows/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-workflows.html","titles":[]},"790":{"id":790,"text":"CT Mobile Control Panel is a Salesforce interface for connecting the CT Mobile solution to the customer’s target system and for specifying all the necessary settings to personalize the CT Mobile app. A user configuring a CT Mobile solution must have a separate profile and an assigned CT Mobile Administrator permission set. All customizations for the selected profile will be saved in custom settings or as CTM Settings records. Settings for menu, offline objects, and standard related lists on the CT Mobile Control Panel are displayed based on the CTM Settings records. Other settings are displayed according to the records of the custom settings. The CT Mobile Control Panel is divided into the following tabs: CT Mobile Control Panel: General CT Mobile Control Panel: Offline Objects CT Mobile Control Panel: App Menu CT Mobile Control Panel: Calendar CT Mobile Control Panel: Mini Layouts CT Mobile Control Panel: Color Settings CT Mobile Control Panel: Custom Details CT Mobile Control Panel: Tools CT Mobile Control Panel: Presenter CT Mobile Control Panel: Custom Tab","title":"CT Mobile Control Panel","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/configuration-guide/ct-mobile-control-panel/index.html","titles":[]},"791":{"id":791,"text":"The Menu record type is intended to store settings for the main menu for a specific profile, such as the order of menu items, offline objects, and modules, the order of modules. To create or update the main menu settings, go to CT Mobile Control Panel: App Menu. Record Type API Name: Menu Field API Name Type Description Component clm__Component__c Text(255) Stores an API Name of an offline object, module’s name, or name of a menu item, e.g., Home and Settings, that will be available in the main menu. A record of the Menu record type should be created per each component. External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Grouping field clm__GroupingField__c Text(255) Stores an API Name of a field for grouping records in the main menu. Specify only if an offline object is set in the clm__Component__c field. Order clm__Order__c Number(18,0) Stores the position of a component in the main menu. The order of menu items should be specified in the clm__MenuSettings__c field of Menu Settings and Offline Objects. А menu item should be listed in the clm__Component__c field, and its position should be set in the clm__Order__c field, for the mobile application on iOS devices. Org ID/Profile ID clm__OrgProfileId__c Text(255) Stores the profile’s ID. Left blank or specify an Organization ID to apply for all non-configured profiles. The SetupOwnerId field is no longer used. Sorting Order clm__SortingOrder__c Text(255) Stores an ascendent (ASC) or descendant (DESC) sorting order for menu item records. Specify only if an offline object is set in the clm__Component__c field.","title":"Menu","component":"ctmobile-windows","version":"","name":"ctm-settings-menu","url":"/ctmobile-windows/knowledge-base/configuration-guide/ctm-settings/ctm-settings-menu.html","titles":[]},"792":{"id":792,"text":"The Offline Objects record type is intended to store settings for an offline object as well as permissions and available actions with records of the offline object for a specific profile. To create or update the settings of offline objects, go to CT Mobile Control Panel: Offline Objects. Record Type API name: OfflineObjects Field API Name Type Description Creating Allowed clm__IsCreatingAllowed__c Checkbox Enables the creation of records of the offline object. The permission to create a record cannot overcome the same profile permission. Criteria clm__Criteria__c Long Text Area(32768) Stores a SOQL query to filter records of the offline object to download in the mobile application. The criteria line should start with the 'WHERE' keyword. Deleting Allowed clm__IsDeletingAllowed__c Checkbox Enables the deletion of records of the offline object. The permission to delete a record cannot overcome the same profile permission. The records which have not been synchronized may always be deleted no matter what access the profile is granted. External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Object clm__Object__c Text(255) Stores an API Name of an offline object. Order clm__Order__c Number(18,0) Defines a sequence of offline objects' records to download. Org ID/Profile ID clm__OrgProfileId__c Text(255) Stores a profile’s ID. Left blank or specify an Organization ID to apply for all non-configured profiles.","title":"Offline Objects","component":"ctmobile-windows","version":"","name":"ctm-settings-offline-objects","url":"/ctmobile-windows/knowledge-base/configuration-guide/ctm-settings/ctm-settings-offline-objects.html","titles":[]},"793":{"id":793,"text":"Not available. The Standard Related List record type is intended to store settings for a standard related list of a specific offline object as well as permissions and available actions with records of the standard related list for a specific profile. To create or update the settings for the standard related lists,, go to CT Mobile Control Panel: Offline Objects. The following system variables can be used as a criterion: $User $UserRole $Profile For example, the {$User.Id} criterion specified in parameters will automatically be set to a current user ID. Using such system variables will dynamically query the data relevant to the current user. Record Type API name: StandardRelatedList Field API Name Type Description Creating Allowed clm__isCreateAllowed__c Checkbox Enables creation of related objects' records in the standard related list. The permission to create a record cannot overcome the same profile permission. Criteria clm__Criteria__c Long Text Area(32768) Stores a SOQL query to filter related objects' records in the standard related list to display. Tap the switch button on the Related tab in the mobile application to display all records or only records that are eligible for criteria. The criteria line should start with the 'WHERE' keyword. Default View clm__View__c Text(255) Stores the Timeline value to display records in Timeline view. In other cases, left blank. Deleting Allowed clm__isDeleteAllowed__c Checkbox Enables deletion of related objects' records in the standard related list. The permission to delete a record cannot overcome the same profile permission. The records which have not been synchronized may always be deleted no matter what access the profile is granted. External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Object clm__Object__c Text(255) Stores an API Name of an offline object that is a parent object for the related object. Object Record Type clm__ObjectRecordType__c Text(255) Stores an API Name of a record type of the offline object that is specified in the clm__Object__c field. Org ID/Profile ID clm__OrgProfileId__c Text(255) Stores a profile’s ID. Left blank or specify an Organization ID to apply for all non-configured profiles. Reference Field clm__ReferenceField__c Text(255) Stores an API Name of the field of the related object with a reference to the record of the parent object specified in the clm__Object__c field. Related Object clm__RelatedObject__c Text(255) Stores an API Name of the related object, which records are added to a standard related list. Sorting Criteria clm__SortingCriteria__c Text(255) Stores a field to sort records in Timeline view if the Timeline value is set in the clm__View__c field. Sorting Order clm__SortingOrder__c Text(255) Stores an ascendent (ASC) or descendant (DESC) sorting order for records of a standard related list. Do not specify the field if the Timeline value is set in the clm__View__c field.","title":"Standard Related List","component":"ctmobile-windows","version":"","name":"ctm-settings-standard-related-list","url":"/ctmobile-windows/knowledge-base/configuration-guide/ctm-settings/ctm-settings-standard-related-list.html","titles":[]},"794":{"id":794,"text":"Table of Contents Permissions Current limitations Migration to the CTM Settings Records CTM Settings is intended to store settings defined in the CT Mobile Control Panel. CTM Settings has record types that correspond to specific custom settings. Object API name: clm__CTMSettings__c We kindly ask you to assign the preconfigured permission sets: CT Mobile Administrator and CT Mobile User. Depending on their type, all users should have required access to CTM Settings. There is no need to specify sharing rules for records of the CTM Settings object. During synchronization, only settings related to the current user will be downloaded. Any changes to the settings must be made using the CT Mobile Control Panel. Manually changing the custom settings or [.object]#CTM Settings records can cause data inconsistencies between Salesforce and the CT Mobile app. Due to the limitations of custom settings and since CT Mobile 1.3: Settings for the menu, offline objects, and standard related lists will b saved both in custom settings and CTM Settings. To support consistency of applied settings, the ID of the record of the corresponding custom settings will be specified in the clm__ExternaId__c field of the CTM Settings record with the corresponding record type. Settings for the menu offline objects and standard related lists will be downloaded to the CT Mobile app from the records of CTM Settings with the following record types. Menu Offline Objects Standard Related List Other settings will still be downloaded from custom settings. The CT Mobile Control Panel displays settings of the menu, offline objects, and standard related lists given the CTM Settings records and other settings given custom settings. For devices with installed CT Mobile below 1.3, all settings for the CT Mobile app are still synchronized from custom settings. The table below contains all CTM Settings record types, corresponding custom settings to them, the CT Mobile Control Panel tabs for setup, and the CT Mobile version, since which the logic of working with the CTM Settings object is supported. All CTM Settings record types have already been added to the CT Mobile package. The table below is incomplete and is filled out based on the supported CTM Settings record types. CTM Settings Record Type Custom Setting CT Mobile Control Panel Tab CT Mobile Release CT Mobile Package CT Mobile iOS CT Mobile Windows CT Mobile Android CT Mobile Android 2.0 Activity Mobile Application Setup Calendar No Future Calendar Mobile Application Setup Calendar Color Settings Mobile Customization Color Settings Credentials API Key / Mobile Credential Data Tools Link List Mobile Link Lists App Menu Main Settings Mobile Application Setup General Mapping Mobile Application Setup General Menu Menu Settings and Offline Objects App Menu Since 3.34.7 Since 2.2 Since 1.3 No Mini Layouts Mobile Mini Layout Settings Mini Layouts Future Offline Objects Menu Settings and Offline Objects Offline Objects Since 3.34.7 No Since 1.3 No Remote Detailing CLM Settings Presenter Future Standard Related Lists Related List Filters Offline Objects, Custom Details Since 3.34.7 Since 2.2 Since 1.3 Since 2.1","title":"CTM Settings","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/configuration-guide/ctm-settings/index.html","titles":[{"text":"Permissions","hash":"h2_1375710402","id":1},{"text":"Current limitations","hash":"h2_687217078","id":2},{"text":"Migration to the CTM Settings Records","hash":"h2_1914523927","id":3}]},"795":{"id":795,"text":"API Key is a protected hierarchic custom setting to store the cloud token. For an easy setup, go to CT Mobile Control Panel: Tools. We highly recommend getting familiar with the CT Mobile Managed Package Update to v. 3.54 article to understand changes when using the cloud token. Custom setting API name: clm__APIKey__c Field API Name Type Description Cloud Token clm__CLMCloudToken__c Text(255) The cloud token value.","title":"API Key","component":"ctmobile-windows","version":"","name":"api-key","url":"/ctmobile-windows/knowledge-base/configuration-guide/custom-settings/api-key.html","titles":[]},"796":{"id":796,"text":"CLM Settings is the custom setting that stores preferences to display CLM presentations via the Remote Detailing functionality. For an easy setup, go to CT Mobile Control Panel: Presenter. Custom setting API name: clm__CLMSettings__c Field API-name Type Description Application List Field clm__ApplicationsListField__c Text(255) The field API name of the Activity object for the Application IDs storing, for example, ApplicationIds__c. The field to store Application IDs should have the same API name on any Activity object for the Remote Detailing or Self Detailing session. Audio Record Enabled clm__IsAudioRecordEnabled__c Checkbox If enabled, the audio of the Remote Detailing session will be recorded and saved as the Attachment record with the audio file and linked to the Activity object. Call Repeat Allowed clm__IsCallRepeatAllowed__c Checkbox If enabled, the presenter can resume the finished Remote Detailing session. The statistics will be collected after resuming the Remote Detailing session; If specified, the same value will be assigned for all profiles. CRM Data Sharing Enabled clm__IsRDJSAPIEnabled__c Checkbox If enabled, certain JS Bridge methods will be available on the CLM presentation during the Remote Detailing or Self Detailing session. Delete After (days) clm_AudioCleanupAfter__c Number The expiration date, after which the audio record should be deleted from the Activity record. It is used when the clm__IsAudioRecordEnabled__c checkbox is active. The default value is 30. Detailed Stats Enabled clm__IsRDDetailedStatsEnabled__c Checkbox If enabled, the statistics per slide will be gathered for each participant at the meeting. Email Required Field clm__EmailRequiredField__c Text(255) The field API name of the Activity object, for example, IsEmailRequired__c. It indicates if the user is required to provide an email on the Welcome screen to access the Remote Detailing meeting. Endpoint URL clm__RestServicePrefix__c Text(255) Not applied since CT Mobile package v. 3.63. For the Self Detailing mode, the URL of a site is used for collecting statistics. Link Field clm__LinkField__c Text(255) The field API name of the Activity object for the invitation link storing, for example, RDLink__c. If specified, the same value will be used for all profiles. The field to store an invitation link should have the same API name on any Activity object for the Remote Detailing or Self Detailing session. Login URL clm__LoginURL__c Text The URL of the current Salesforce instance and unique URL(s) for a community, e.g., https://COMMUNITY_URL.cs129.force.com/ (separated by a comma, without blank spaces). Remote Detailing Enabled clm__IsRDEnabled__c Checkbox If enabled, the Remote Detailing functionality is allowed, and an invitation link will be generated on the Activity record. Session timeout (in seconds) clm__SessionTimeout__c Number(18, 0) The time interval during which a participant does not perform any action. When the time interval is reached, the session expires. The participant will be logged out, and their statistics will be sent to Salesforce. Text Chat Enabled clm__IsRDChatEnabled__c Checkbox If enabled, the participants of the Remote Detailing session can interact in the chat on the CLM-presentation screen. Text Chat History Enabled clm__IsRDChatLogEnabled__c Checkbox If enabled, the chat history will be saved as the Attachment record with the .html file and linked to the selected Activity record. Video Streaming clm__IsRDVideoStreamingEnabled__c Checkbox If enabled, the participants of the Remote Detailing session can stream video and audio. The presenter has the ability to enable/disable audio and video streaming per participant.","title":"CLM Settings","component":"ctmobile-windows","version":"","name":"clm-settings","url":"/ctmobile-windows/knowledge-base/configuration-guide/custom-settings/clm-settings.html","titles":[]},"797":{"id":797,"text":"Parameters defined in the CT Mobile Control Panel are stored by the system in the following custom settings: Due to the limitations of custom settings, a new custom CTM Settings object will be used to store settings defined in the CT Mobile Control Panel. Until transferring for new logic is complete, settings will be stored both in custom settings and in the CTM Settings object. API Key CLM Settings Menu Settings and Offline Objects Mobile Application Setup Mobile Credential Data Mobile Custom Details Settings Mobile Customization Mobile Link Lists Mobile Mini Layout Settings Related List Filters Trigger Settings","title":"Custom Settings","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/configuration-guide/custom-settings/index.html","titles":[]},"798":{"id":798,"text":"Menu Settings and Offline Objects is a custom setting to store object details that are uploaded offline and are displayed in the Mobile Application main menu, according to a user profile. Settings of the main menu are also stored as records of the Menu record type of the custom CTM Settings object. For an easy setup, go to CT Mobile Control Panel. CT Mobile Control Panel makes duplicates of the offline objects list in Related List Filters so that to be able to use an unlimited offline objects list. Custom setting API name: clm__TopLvlObjects__c Field API Name Type Description Conflict Manager Attribute clm__ConflictManagerAttribute__c Text(255) List of attributes for managing conflict records in CT Mobile app and Salesforce. Available values: true 1 false 0 Group Fileds clm__GroupFields__c Text(255) List of fields' API names responsible for records grouping in the menu on the left side. If the field is left blank, records will be grouped by the title of a compact layout. Menu Settings clm__MenuSettings__c Text(255) List of menu items available in the CT Mobile menu. Offline Objects clm__TopLvlObjects__c Text(255) List of objects' API names available in the CT Mobile. Online Attribute clm__OnlineAttribute__c Text(255) List of attributes used to display a link for records loading in the menu on the left side. Available values: true 1 false 0 Sort Order clm__SortOrder__c Text(255) The list of sorting operators is applied to the selected grouping fields. Available values: If a sorting operator is not set, the sorted order is ASC. Sort order is applied only to the grouping sections, records in groups are sorted alphabetically. ASC DESC","title":"Menu Settings and Offline Objects","component":"ctmobile-windows","version":"","name":"menu-settings-and-offline-objects","url":"/ctmobile-windows/knowledge-base/configuration-guide/custom-settings/menu-settings-and-offline-objects.html","titles":[]},"799":{"id":799,"text":"Mobile Application Setup is a hierarchical setup structure where the data related to the target system model and the global settings of the mobile application are stored. For an easy setup, go to CT Mobile Control Panel: General. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Custom setting API name: clm__ApplicationSetup__c Field API Name Type Description Account Full Address Field clm__AccountFullAddressAPIField__c Text(255) The API name of the field on the Account object is used to store the address of the organization, e.g., country, city, building. etc. The value in this field is used in the Maps widget if the value is not set in the clm__AccountGeolocationAPIField__c field or this field is absent. Account Geolocation Field clm__AccountGeolocationAPIField__c Text(255) The API name of the field with the Location type or the Address type on the Account object is used to store the geolocation of the organization. The value in this field is used to get the location in the Routes and Nearby Accounts modules. Activity \"IsDone\" field API name clm__ActivityDoneAPI__c Text(255) The API name of the field on the Activity object is used as an additional attribute showing that the Activity is finished. The field is used when the Start/Finish functionality is enabled. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity \"IsLocked\" field API name clm__ActivityIsLockedAPI__c Text(255) The API name of the field on the Activity object is used as an additional attribute showing that the Activity is locked for editing. The field is used when both Start/Finish and Lock/Unlock functionalities are enabled. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Description field API Name clm__ActivityDescriptionAPI__c Text(255) The API name of the field on the Activity object is used to store the description of the activity. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity End Date field API name clm__ActivityEndDateAPI__c Text(255) The API name of the field on the Activity object is used to store the end date of the activity. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Geolocation field API name clm__ActivityGeolocationAPIField__c Text(255) The API name of the field with the geolocation type on the Activity object. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Lookup Field API name clm__ActivityFieldAPI__c Text(255) The API name of the field with the lookup type from the Application Stats object to the Activity object. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Object API Name clm__ActivityObjectAPIName__c Text(255) API-name of the Activity object. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Start Date API name clm__ActivityDateAPI__c Text(255) The API name of the field on the Activity object used to store the start date of the activity. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Status field API name clm__ActivityStatusAPI__c Text(255) The API name of the field on the Activity object with the picklist type displays the activity status. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Allow Web Sharing clm__AllowWebSharing__c Checkbox If enabled, add the Web Share button to the CLM presentation record that allows you to embed the CLM presentation on the website page. Click the Web Share button, set up the height and width of the CLM presentation window, and click Generate. Copy and paste the code into the website page markup. Use the arrows to navigate on the slide carousel. JS Bridge as well as CTAPPGoTo functionality are not available. App Install URL clm__AppInstallURL__c Text(255) The direct link to CT Mobile app in the App Store. Bing Maps Windows API key clm__BingMapsWindowsAPIKey__c Text(255) Access key to Bing Maps services for CT Mobile Windows users that allows using Bing Maps in the Routes and Nearby Accounts modules and the Maps widget. Calendar View clm__CalendarView__c Text(255) The default view in the Calendar module. Available values: Day Week Month Capture Geoposition clm__CaptureGeoposition__c Checkbox The field is used to capture the position information when the Activity is started and both Start/Finish and Lock/Unlock functionalities are enabled. CloudToken clm__CloudToken__c Text(255) The CT Mobile services access token. Depending on the CT Mobile package and CT Mobile app version, the cloud token may be stored in the API Key custom setting. Debug Level clm__DebugLevel__c Text(255) Defines sync logs must be stored Available values: None. Logging is disabled. Error. The Sync Log record is created when an error occurred. All. The Sync Log record is created for each synchronization. Enabling the All option for a long time will result in an overflow of the data storage at Salesforce and a significant increase in the mobile application sync time. Event Duration clm__DefaultEventDuration__c Number(3,0) Default Activity duration in minutes when created in the Calendar module. Geo Trace Interval clm__GeoTraceInterval__c Number(18,0) Time interval (in seconds) between capturing the user’s current geolocation in the background. To disable the geotracking functionality, set the 0 value. Image Quality clm__ImageQuality__c Number(3,0) Image compression functionality. The attached images and taken photos may be compressed to reduce the amount of data. Lock/Unlock Record clm__EnableLockUnlock__c Checkbox Lock Activities for editing after finishing and unlock for editing when starting and when both Start/Finish and Lock/Unlock functionalities are enabled. Metadata Last Modified Date clm__MetadataLastModifiedDate__c Date/Time The date of the last metadata change is used as a criterion for running mixed synchronization and loading metadata changes. Passcode Enabled clm__IsPasscodeEnabled__c Checkbox If enabled, the PIN code is required to access the CT Mobile app. Person Account Enabled clm__IsPersonAccountsEnabled__c Checkbox If enabled, Person Accounts are used in the CT Mobile app. Product lookup field API name clm__ProductFieldAPI__c Text(255) The API name of the field with the lookup type from the Application object to the Product object. Product Object API Name clm__ProductObjectAPIName__c Text(255) The API name of the Product object. PUSH Identifier clm__PUSHHUBName__c Text(255) Push notifications identifier. Reference Object API Name clm__ReferenceObjectAPIName__c Text(255) The API name of the Reference object. Show week switch clm__IsWeekSwitchShowed__c Checkbox The switch is used to display or hide the weekends in the Calendar module. Start/Finish Functionality clm__EnableStartFinish__c Checkbox Enable the Start/Finish functionality. Support Email clm__SupportEmail__c Email The support email is used to send the data dump and screenshots of sync errors. Theme clm__Theme__c Text(255) The color code in the RGB color model of the application theme. Unfinished Activity Allowed clm__IsUnfinishedActivityAllowed__c Checkbox If enabled along with the Start/Finish functionality, mobile users can leave the started Activity record to work with other CT Mobile app functionalities. Update Start/End Date Fields clm__UpdateDateFields__c Checkbox Refresh the current values of the start and end date at the activity opening/closing and when the Start/Finish functionality is enabled. Visible Hour Range clm__VisibleHourRange__c Text(255) The hour range is displayed in the Day and Week calendar view in the Calendar module. Week Format clm__WeekFormat__c Text(255) The week format: first day of the week, first working day, last working day in the two lowercase letters format, e.g., mo,tu,fr.","title":"Mobile Application Setup","component":"ctmobile-windows","version":"","name":"mobile-application-setup","url":"/ctmobile-windows/knowledge-base/configuration-guide/custom-settings/mobile-application-setup.html","titles":[]},"800":{"id":800,"text":"For users of CT Mobile package version below 3.54. Mobile Credential Data is a custom setting to store encrypted administrator credentials to access Salesforce Metadata API via APEX logic. For an easy setup, go to CT Mobile Control Panel: Tools. Custom setting API name: clm__MobileCredentialData__c Field API Name Type Description Key Value clm__KeyValue__c Text(255) The value to decypher the encrypted credentials and security token. Login clm__Login__c Text(255) The administrator’s login. Password clm__Password__c Text(255) The administrator password. Token clm__Token__c Text(255) The security token.","title":"Mobile Credential Data","component":"ctmobile-windows","version":"","name":"mobile-credential-data","url":"/ctmobile-windows/knowledge-base/configuration-guide/custom-settings/mobile-credential-data.html","titles":[]},"801":{"id":801,"text":"Mobile Custom Details Settings is a setting of the list type that is responsible for the display and layout of the Detailing tab on the record screen of any object. For an easy setup, go to CT Mobile Control Panel: Custom Details. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Custom setting API name: clm__MobileActivityDataCustomization__c Field API Name Type Description Column Width clm__ColumnWidth__c Text(255) List of values (separated by a comma, without blank space) to define each column’s percentage width. The 0 value means that the column is not affected by width setting, i.e., it will occupy the rest of the working area. The 100 value means that the column will squeeze out all the other columns from the working area. Custom Fields Layout clm__CustomFieldsLayout__c Text(255) List of API names (separated by a comma, without blank space) of object fields for the display in the table row. Data Object Name clm__DataObjectName__c Text(255) The API name of the object of displayed/created records. Data Record Type clm__DataRecordType__c Text(255) The API name of the record type of displayed or created records. Drilldown enabled clm__IsDrilldownEnabled__c Checkbox Whether drilling down to record details when taping on a record in the table is allowed. Is Record Addition Allowed clm__IsRecordAdditionAllowed__c Checkbox Whether the creation of new records is allowed. If a profile is granted access to create records in the mobile app, it is not granted access to create records of the related object by default. Is Record Delete Allowed clm__IsRecordDeleteAllowed__c Checkbox Whether deleting of records is allowed. If a profile is granted access to delete records in the mobile app, it is not granted access to delete records of the related object by default. The records which have not been synced may be always deleted no matter what access the profile is granted. Is Related List Layout clm__IsRelatedListLayout__c Checkbox If enabled, the table’s columns are created according to the settings in the related list’s layout. Lookup Field API name clm__LookupFieldAPI__c Text(255) The API name of the relationship field through which child records are related to the parent record. For standard Event or Task objects, the lookup field cannot be created due to Salesforce limitations. In this case, create and specify an EventId__c field with the text type to store the Event Id on the object that stands for the Event Data object. Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Parent Object clm__ParentObject__c Text(255) The object on which the Detailing tab will be displayed. Parent Object Record Type clm__ParentObjectRecordType__c Text(255) The record type of the object, on which the Detailing tab will be displayed. Read Only Attribute clm__ReadonlyAttribute__c Text(255) The attribute defines whether a field must be read-only. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__CustomFieldsLayout__c. Record Condition clm__RecordCondition__c Text Area(255) The criterion is to sort records and display only matching ones. When two or more records are applied, fields are sorted by column one. If the first column has several identical values, these lines are sorted by column two. Required Attribute clm__RequiredAttribute__c Text(255) The attribute defines whether a field must be filled out. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__CustomFieldsLayout__c. Show Application Launcher clm__isApplicationLaunchEnabled__c Checkbox Reserved. Sorting Field Name clm__SortingFieldName__c Text(50) The API name of the field for sorting records in the list. Tab Label clm__TabLabel__c Text(50) The name of the Detailing tab. Tab Order clm__Order__c Number(3,0) The tab sequence number for the display on the Detailing tab. If several records have the same ordinal number, the tabs will be arranged alphabetically according to the value in the clm__TabLabel__c field or the corresponding custom label.","title":"Mobile Custom Details Settings","component":"ctmobile-windows","version":"","name":"mobile-custom-details-settings","url":"/ctmobile-windows/knowledge-base/configuration-guide/custom-settings/mobile-custom-details-settings.html","titles":[]},"802":{"id":802,"text":"Mobile Customization is a custom setting to store custom color settings for statuses, types, or other attributes of selected objects. For an easy setup, go to CT Mobile Control Panel: Color Settings. Custom setting API name: clm__MobileCustomization__c Field API Name Type Description Colors clm__Colors__c Text(255) Color RGB-code for each value of the criteria filed, for example, rgb(208,209,209). Criteria Field clm__CriteriaField__c Text(255) API-name of criteria field Object clm__Object__c Text(255) API-name of an object to which the settings are applied Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Values clm__Values__c Text(255) The list of picklist values of the criteria field.","title":"Mobile Customization","component":"ctmobile-windows","version":"","name":"mobile-customization","url":"/ctmobile-windows/knowledge-base/configuration-guide/custom-settings/mobile-customization.html","titles":[]},"803":{"id":803,"text":"Mobile Link Lists is a custom setting to store custom links for the Links module. For an easy setup, go to CT Mobile Control Panel: App Menu. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Custom setting API name: clm__MobileLinkLists__c Field API Name Type Description Category clm__Category__c Text(255) The specific category for a link. Description clm__Description__c Text(255) The specific description for a link. Navigation enabled clm__IsNavigationEnabled__c Checkbox If enabled, the user could navigate through a site within the CT Mobile app. Order clm__Order__c Number(18,0) The order number of a link. Profile clm__Profile__c Text(255) The profile for which link was specified. URL clm__URL__c URL(255) The URL address of the link.","title":"Mobile Link Lists","component":"ctmobile-windows","version":"","name":"mobile-link-lists","url":"/ctmobile-windows/knowledge-base/configuration-guide/custom-settings/mobile-link-lists.html","titles":[]},"804":{"id":804,"text":"Mobile Mini Layout Settings is a custom setting that is used to set up a mini-layout to create a new record in the CT Mobile app. For an easy setup, go to CT Mobile Control Panel: Mini Layouts. Custom setting API name: clm__MobileLayoutSettings__c Field API Name Type Description Action clm__Action__c Text(255) System Event ID: New Fields clm__Fields__c Text(255) List of API names (separated by a comma, without blank space) of object fields to be displayed in the record creation window. Read Only clm__ReadAttribute__c Text(255) The attribute defines whether a field must be read-only. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__Fields__c. The attribute is not in use. Recordtype Developer Name clm__RecordTypeDeveloperName__c Text(255) API-name of the object record type to which this parameter will be applied. Required clm__RequiredAttribute__c Text(255) The attribute defines whether a field must be filled out. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__Fields__c. SObject clm__SObject__c Text(255) API-name of the object on which a record is being created. Sort clm__Sort__c Text(255) SOQL-criteria of sorting records. The Attribute is not applied anymore. Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles.","title":"Mobile Mini Layout Settings","component":"ctmobile-windows","version":"","name":"mobile-mini-layout-settings","url":"/ctmobile-windows/knowledge-base/configuration-guide/custom-settings/mobile-mini-layout-settings.html","titles":[]},"805":{"id":805,"text":"Related List Filters is a setting of the list type to store data about filters applied to the corresponding related lists of records while displaying them in the mobile application. This parameter is also responsible for selection criteria that are used for offline object data upload. For an easy setup, go to CT Mobile Control Panel: Offline Objects. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. The following system variables can be used as criteria: $User $UserRole $Profile For example, the {$User.Id} criterion specified in parameters will automatically be set to a current user ID. Using such system variables will dynamically query the data relevant to the current user. Custom setting API Name: clm__MobileRelatedListFilters__c Field API Name Type Description Conflict Manager clm__isConflictManagerEnabled__c Checkbox The Conflict Manager is used to track the changes made in a single record in the mobile application and on the Salesforce side. Create Allowed clm__isCreateAllowed__c Checkbox Enable to create records: of the offline object, if the API Name of this object is set in the clm__sObjectRelated__c field. of the related list’s object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. The permission to create a record cannot overcome the same profile permission. Delete Allowed clm__isDeleteAllowed__c Checkbox Enable to delete records: of the offline object, if the API Name of this object is set in the clm__sObjectRelated__c field. of the related list’s object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. The permission to delete a record cannot overcome the same profile permission. The records which have not been synchronized may always be deleted no matter what access the profile is granted. Group Field clm__GroupFieldAPIName__c Text(255) The API name of the field by which the entries will be grouped in the lists. Online Fetching clm__isOnlineFetchingEnabled__c Checkbox The setting defines if the Load more records button is available in the application. Order clm__Order__c Number(18, 0) The parameter defines the loading order of an offline object during synchronization. Parent Object clm__ParentObject__c Text(255) The API name of the offline object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Profile clm__Profile__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Quick Record Sync clm__IsQuickSyncEnabled__c Checkbox Enable Quick Record Synchronization for records of the offline object. RecordType clm__RecordType__c Text(255) The API Name of a record type of the offline object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Related List Filters clm__isRelatedListFilter__c Checkbox An attribute defines whether the parameter belongs to the records of the related list’s object. Related Object clm__sObjectRelated__c Text(255) The API Name of the offline object, if the setting is applicable for this object; the API Name of the related list’s object, if the setting is applicable for the records of the related list. Relationship Name clm__RelationshipName__c Text(255) Not in use. Show Application Launcher clm__isApplicationLaunchEnabled__c Checkbox If the API Name of the related list’s object is set in the clm_sObjectRelated__c field. SOQL Filter clm__SOQL__c Text(255) The SOQL query to filter: records of the offline object for displaying in the mobile application, if the API Name of this object is set in the clm__sObjectRelated__c field. records of the related list for displaying in the mobile application, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Sort Order clm__SortOrder__c Text(255) The parameter defines the ascending (ASC) or descending (DESC) sorting order of records in the list. Sort Tree by Field clm__SortTreeByFieldName__c Text(255) The API name of a field with the date or date/time type to display the related list records in the timeline view if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Sync Recovery clm__SyncRecovery__c Text(255) Enable Sync Recovery to deliver records that could not be synchronized to Salesforce anyway. Available values: An empty value means that the web service is not involved. Direct access means the pushing of the record changes directly to an object via the additional web service. Proxy object means the pushing of the record change as a modifiable JSON file in the Sync Log object attachments.","title":"Related List Filters","component":"ctmobile-windows","version":"","name":"related-list-filters","url":"/ctmobile-windows/knowledge-base/configuration-guide/custom-settings/related-list-filters.html","titles":[]},"806":{"id":806,"text":"Trigger Settings is a custom setting that is used to switch off the triggers of the CT Mobile package. By default, the Trigger Settings records are active for each trigger. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Custom setting API name: clm__TriggerSettings__c Field API Name Type Description Active clm__IsActive__c Checkbox If disabled, the corresponding trigger is inactive. Comments clm__Comments__c Text Area(255) Description. Trigger API Name Trigger Context Description ApplicationProcess before delete The trigger sends the IDs of the deleting CLM presentations to the Customertimes server. AttachmentProcess after insert after update The trigger checks the attachment is related to the slide or CLM presentation, sends the slide or CLM presentation attachment to the Customertimes server, and updates the parent record of the attachment if applied. The Attachment record label must contain the .ppt or .html value. SlideProcess after insert after update before delete before insert before update The trigger checks whether it is necessary to send CLM presentation slides to the Customertimes server to update their order or delete irrelevant ones. TemplateProcess after insert after update before insert before update The trigger generates or updates CLM presentation slides according to the selected template. WidgetProcess after insert after update before delete before insert before update The trigger generates or updates CLM presentation slides.","title":"Trigger Settings","component":"ctmobile-windows","version":"","name":"trigger-settings","url":"/ctmobile-windows/knowledge-base/configuration-guide/custom-settings/trigger-settings.html","titles":[{"text":"The List of CT Mobile Triggers","hash":"h2_588925148","id":1}]},"807":{"id":807,"text":"Available since CT Mobile package v. 3.63. Sometimes a request to create a new metadata archive exceeds the 12 MB limit, which means that the transaction will fail due to the heap size being too large. Use Archive Component to specify which additional components to track and collect in the metadata archive. The administrator should create the Archive Component custom metadata type. Follow the steps in Salesforce Help to create the custom metadata type with the following fields. Field API Name Type Description Member Member__c Text(255) Specify the fullName of the desired component. For more information, refer to Salesforce Developer: Metadata. for users of CT Mobile package v. 3.63–3.65, specify components or the character * (asterisk) instead of listing each member when there are many metadata components for the selected metadata type in the Name__c field. for users of CT Mobile package v. 3.66 and higher, specify the character * (asterisk) when the PackageSize__c field is filled out. Name Name__c Text(255) Specify the metadata type. The name must match a metadata type that is defined in the Metadata API WSDL. For more information, refer to Salesforce Developer: Metadata Types. Package Size PackageSize__c Number(18,0) The number of entities in one request. Left empty if the Member__c field contains at least one component name. Available since CT Mobile package v. 3.66. Create the Archive Component record with desired components or package size. Go to Setup → Custom Code → Custom Metadata Types. Click Manage Records next t Archive Component. Click New. Fill the following fields in: specify a metadata type in Name. specify components in Member or set the size of the request in Package Size, for example, in one request must be 3 objects (entities) of the CustomObject metadata type: Click Save & New. Repeat steps 4–5 to create records for dashboards and reports. The setup is complete. Next, create the metadata archive. After creating Archive Component records, the metadata archive must be rebuilt to include component(s) or use requests of a specific size. Go to the CT Mobile Control Panel: Tools tab and click the Refresh metadata archive button to update the metadata archive. When the metadata archive is ready, go to the CT Mobile Control Panel: Tools tab and click the Download metadata archive button to verify if the desired component(s) have been added. If the component(s) have been added, you see the corresponding folder in the metadata archive. Salesforce doesn’t allow making more than 101 callouts. If this case will arise during metadata archive creation, the admins should cut creation for several parts. Go to Setup → Custom Settings → Custom Metadata Types → Archive Components. Count records quantity of the following components: offline objects reports dashboards For each component, divide its quantity by the number in the Package Size field so that the sum of all entries after division is less than 101. For example: In Salesforce org, the quantity of offline objects equals 150, reports are 90, and dashboards are 25. The Package Size limits are 3 for offline objects, 2 for reports, and 1 for dashboards. To count the number of callouts: 150 ÷ 3 + 90 ÷ 2 +25 ÷ 1 = 120. The limit is exceeded, so admins should change the package size for components, i.e.,150 ÷ 5 + 90 ÷ 2 +25 ÷ 1 = 100. The setup is complete.","title":"Ability to Specify Metadata Components or the Number of Entities in One Request","component":"ctmobile-windows","version":"","name":"ability-to-specify-metadata-components-or-the-number-of-entities-in-one-request","url":"/ctmobile-windows/knowledge-base/configuration-guide/metadata-archive/ability-to-specify-metadata-components-or-the-number-of-entities-in-one-request.html","titles":[{"text":"Create Archive Component Custom Metadata Type","hash":"h2_1608419557","id":1},{"text":"Create Archive Component Record","hash":"h2_584426973","id":2},{"text":"Check Metadata Archive","hash":"h2_84833819","id":3},{"text":"Limits","hash":"h2_152061858","id":4}]},"808":{"id":808,"text":"Metadata archive contains metadata components such as custom object definitions and page layouts, attributes, current user permissions, etc. The mobile app downloads metadata from the metadata archive and uses the Metadata API and other APIs. Proper permission settings are required. To update the metadata archive, go to the CT Mobile Control Panel: Tools tab and click the Refresh metadata archive button. TIP: It is possible to set up a schedule to refresh metadata arcive. For more information, refer to Metadata Checker. The components listed below are downloaded in the ZIP archive. Component Attribute Description CustomLabel * Custom labels metadata. CustomObject ValidationRule Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. CustomObject/CustomField Description The description of optional fields is displayed on the screen of the CT Mobile app (iOS). CustomObject/CustomField LookupFilter Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields. CustomObject/CustomField SummerizedField SummaryFilterItems SummaryForeignKey SummaryOperation Data on summarized fields and their criteria. SummarizedField represents the field on the detail row that is being summarized; SummaryFilterItem represents the set of filter conditions for this field if it is a summary field; SummaryForeignKey represents the master-detail field on the child that defines the relationship between the parent and the child; SummaryOperation represents the sum operation, such as count, sum, min, and max, to be performed. CustomObject/CustomField VisibleLines The number of lines displayed for fields of the TextArea and Rich Text types. Dashboard * Data on dashboards that have been added. Due to Salesforce limits, CT Mobile downloads a maximum of 9999 of the most recently modified dashboards. Report * Data on configurable reports that have been added. Due to Salesforce limits, CT Mobile downloads a maximum of 1000 of the last most recently modified reports. ReportType * Data on types of configurable reports. StandardValueSet * Set of values in the standard field with the Picklist type. The following components are always included in the metadata archive. User Activity CTM Settings The following components will be added to the metadata archive when objects are added to the offline objects: For any offline object: the corresponding object, for example,Account, Custom Meeting, etc. For the Task object: Task Task Status (value set) For the Opportunity object: Opportunity Opportunity Stage (value set) Opportunity Line Item Product 2 Pricebook 2 Pricebook Entry For CT Orders: all objects with the orders prefix, for example, orders__Promotion__c For CT Sign: Sign Document Sign Settings The following components will be added to the metadata archive when the module is added in the main menu: For the Applications module: Application Application Stats Slide Custom Scenario","title":"Metadata Archive","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/configuration-guide/metadata-archive/index.html","titles":[{"text":"Metadata Components","hash":"h2_1854953360","id":1},{"text":"Criteria when Components Are Included in the Metadata Archive","hash":"h2_1283174333","id":2}]},"809":{"id":809,"text":"Available since the CT Mobile package v. 3.66. The Application Editor allows creating CLM presentations from JPEG/JPG files: Create a ZIP archive with images. Each image must be placed at the root level (do not use folders) in order to convert it to a separate slide. The number of images cannot exceed 200. The size of a ZIP archive cannot exceed 75 MB. To convert the JPEG/JPG images into CLM presentation: Go to Application Editor. Select a CLM presentation from the picklist in the upper left corner, click New to create a new CLM presentation, or click Clone to add a new CLM presentation identical to the selected one. For example, enter the name of a CLM presentation, define additional settings, and click OK in the case of a new CLM presentation. Click the Upload PPT file button. Select the desired file. Select the Replace existing slide button if you want to replace existing slides in the CLM presentation with slides from the file which is being uploaded. Click OK. The CLM presentation is ready. Select Active, configure slides, and click the Publish application button. Perform fast or mixed synchronization on the mobile device to download the CLM presentation. If a CLM presentation should be available for Remote Detailing, check the Available for Remote Detailing field and set up Remote Detailing.","title":"Creating CLM Presentation from JPEG/JPG","component":"ctmobile-windows","version":"","name":"creating-clm-presentation-from-jpeg-jpg","url":"/ctmobile-windows/knowledge-base/ct-presenter/application-editor/creating-clm-presentation-from-jpeg-jpg.html","titles":[]},"810":{"id":810,"text":"The Application Editor allows the creation of CLM presentations from PDF files. The size of a PDF file may not exceed 25 MB. The maximum size of a .pdf or .ppt(x) file is increased up to 75 MB. The physical size: width: 13.65 in (34.67 cm); height: 10.24 in (26.00 cm). Do not insert any fields or forms in PDF files. If a PDF file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation. To convert a PDF file into a CLM presentation: Go to Application Editor. Select a CLM presentation from the picklist in the upper left corner, click New to create a new CLM presentation, or click Clone to add a new CLM presentation identical to the selected one. For example, enter the name of a CLM presentation, define additional settings, and click OK in the case of a new CLM presentation. Click the Upload PPT file button. Select the desired file. Select the Replace existing slide button if you want to replace existing slides in the CLM presentation with slides from the file which is being uploaded. Click OK. The CLM presentation is ready. Select Active, configure slides, and click the Publish application button. Perform fast or mixed synchronization on the mobile device to download the CLM presentation. If a CLM presentation should be available for Remote Detailing, check the Available for Remote Detailing field and set up Remote Detailing.","title":"Creating CLM Presentation from PDF","component":"ctmobile-windows","version":"","name":"creating-clm-presentation-from-pdf","url":"/ctmobile-windows/knowledge-base/ct-presenter/application-editor/creating-clm-presentation-from-pdf.html","titles":[]},"811":{"id":811,"text":"The Application Editor allows the creation of CLM presentations from PowerPoint files. Supported files: .ppt with files, .ppt(x) with files. Embed fonts in a CLM presentation to be sure that the fonts, special characters, layout, and styling of the document won’t change while sharing. The size of the CLM presentation must not exceed 25 MB. The maximum size of a .pdf or .ppt(x) file is increased up to 75 MB. If a .ppt(x) file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation. Slides animation from converted .ppt files is not supported. Violation of converted slides' proportion is possible when other than iPad format slides are used in the source document. To convert a PowerPoint file into a CLM presentation: Go to Application Editor. Select a CLM presentation from the picklist in the upper left corner, click New to create a new CLM presentation, or click Clone to add a new CLM presentation identical to the selected one. For example, enter the name of a CLM presentation, define additional settings, and click OK in the case of a new CLM presentation. Click the Upload PPT file button. Select the desired file. Select the Replace existing slide button if you want to replace existing slides in the CLM presentation with slides from the file which is being uploaded. Click OK. The CLM presentation is ready. Select Active, configure slides, and click the Publish application button. Perform fast or mixed synchronization on the mobile device to download the CLM presentation. If a CLM presentation should be available for Remote Detailing, check the Available for Remote Detailing field and set up Remote Detailing.","title":"Creating CLM Presentation from PowerPoint","component":"ctmobile-windows","version":"","name":"creating-clm-presentation-from-powerpoint","url":"/ctmobile-windows/knowledge-base/ct-presenter/application-editor/creating-clm-presentation-from-powerpoint.html","titles":[]},"812":{"id":812,"text":"Before the CLM presentation creation, read Requirements and Media File Formats and set up remote sites. The Application Editor is intended to create CLM presentations with the Application record type. The CLM presentation is based on HTML code, PowerPoint, or PDF. Each slide can be formed based on templates with placeholders and widgets. Create a CLM Presentation Add Slides to the CLM-presentation To create the new CLM presentation with the Application record type: Go to the Application Editor tab and click New. In the New Application window, select the Application record type. Specify fields: Enter the CLM presentation name. Set Active to make the CLM presentation available for users. Select the Slide reordering enabled checkbox if you plan to create a custom scenario. Check the required boxes to track actions and collect statistics in the Application Stats record. Read the description of each parameter here. Click OK. The new CLM presentation record is created. Also, you can create a CLM presentation from the Application tab. Click New, select the Application record type, specify all required fields, and click Save. Add slides to CLM presentations: Manually create slides using one of the options below. specify templates with placeholders and widgets; add markup for a slide. Create a CLM presentation from PowerPoint by clicking the Upload PPT file button; Create a CLM presentation from PDF by clicking the Upload PPT file button. The Application Editor creates slides of the CLM presentations by taking screenshots of PDF pages and ppt(x) slides. If a PDF or ppt(x) file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation. Create a CLM presentation from JPEG/JPG by clicking the Upload PPT file button. Publish a CLM presentation after creation.","title":"Application Editor","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/ct-presenter/application-editor/index.html","titles":[{"text":"Create a CLM Presentation","hash":"h2_213917439","id":1},{"text":"Add Slides to the CLM-presentation","hash":"h2_1226060150","id":2}]},"813":{"id":813,"text":"A Placeholder is an HTML layout field that indicates a place for interactive widget content storage. It is possible to set up the type of supported widgets in the placeholder. To create a new placeholder: Go to Applications and select a CLM presentation. In the Templates section, click the template name. Go to the Related tab. In the Placeholders section, click New. Fill out the necessary fields. The full description of placeholder attributes is available here. The placeholder name should include the CLM presentation name, e.g., e-Detailing2: Test Template, where e-Detailing2 is the name of the CLM presentation. The placeholder position number is a required parameter. On the template markup, placeholders are marked as {!POSITION_n}, where n is a position number. A widget that is associated with this placeholder and that has the corresponding position number in {!POSITION_n} will be added to the slide layout by the Renew Slides button on the CLM presentation page. Specify a type of placeholder. Click Save or Save & New to create another placeholder. The placeholder is created.","title":"Creating a Placeholder","component":"ctmobile-windows","version":"","name":"creating-a-placeholder","url":"/ctmobile-windows/knowledge-base/ct-presenter/creating-clm-presentation/creating-a-placeholder.html","titles":[]},"814":{"id":814,"text":"To create a slide: Go to Applications and select a CLM presentation. Click New in the Slides section. Fill out the necessary fields. The full description of slide attributes is available here. Enter the Slide name. Specify the slide content using one of the options below: Select the template with placeholders and widgets. In the Markup field, specify a markup for a slide. Specify the order and branch. Set the Required attribute prevents mobile users from displacing or removing the slide from the scenario. Set the Fixed attribute to disable slide scrolling using a double swipe. The attribute use is recommended to be set to the slides that represent the menu. Click Save or Save & New to create another slide. The slide is created. It is also possible to add attachment files or notes to the slide. Go to Applications and select a CLM presentation. In the Slides section, click the slide name. Go to the Related tab. In the Notes & Attachment section, click the Upload Files button. Select a file or drop it in the section. The side attachment is uploaded.","title":"Creating a Slide","component":"ctmobile-windows","version":"","name":"creating-a-slide","url":"/ctmobile-windows/knowledge-base/ct-presenter/creating-clm-presentation/creating-a-slide.html","titles":[]},"815":{"id":815,"text":"CT Presenter allows creating several slides based on one template. You can use widgets to make slides look and feel different. To use widgets, it is needed to add placeholders where they would be located. Templates support an unlimited number of placeholders. To create a template: Go to Applications and select a CLM presentation. Click New in the Templates section. Fill in the required fields and enter the HTML code in the Markup field. The full description of template attributes is available here. To activate JS Bridge in the HTML code, enable the JS Bridge library. The template name should include the CLM presentation name, e.g., e-Detailing2: Test Template, where e-Detailing2 is the name of the CLM presentation. Click Save or Save & New to create another slide. The template is created.","title":"Creating a Template","component":"ctmobile-windows","version":"","name":"creating-a-template","url":"/ctmobile-windows/knowledge-base/ct-presenter/creating-clm-presentation/creating-a-template.html","titles":[]},"816":{"id":816,"text":"The Widget is a separate editable element of the template. Widgets are inserted in placeholders that are specified on the template. The following types of widgets are currently supported: Rich Text For changes to the HTML layout, text blocks places and images. Slider An interactive customizable widget that can aggregate numerical values. Chart An interactive diagram widget. Sortable An interactive sorting widget. Video A widget for inserting a video into a slide. YouTube video is currently supported. The video is downloaded to the iPad and it is available in offline mode. To create a new widget: Go to Applications and select a CLM presentation. In the Slides section, click the slide name. Go to the Related tab. In the Widgets section, click New. Fill out the necessary fields. The full description of widget attributes is available here. Click Save or Save & New to create another widget. The widget is created.","title":"Creating a Widget","component":"ctmobile-windows","version":"","name":"creating-a-widget","url":"/ctmobile-windows/knowledge-base/ct-presenter/creating-clm-presentation/creating-a-widget.html","titles":[]},"817":{"id":817,"text":"CLM presentations can be created slide by slide in Salesforce. Creating a Slide Creating a Template Creating a Placeholder Creating a Widget On the Application Editor tab, select the CLM presentation in the picklist. In the CLM-presentation section: Click New to create a new CLM presentation. Click Clone to copy the selected CLM presentation to a new CLM presentation record. Click Delete to remove the CLM presentation. Click Upload PPT file to create a CLM presentation based on the PowerPoint, PDF, or JPEG/JPG file. Click Publish to apply all settings for the CLM presentation. In the Slides section: Click Add new to add a new slide. Click Save to save changes. Click Cancel to roll back all unsaved changes. Click Delete next to a slide to remove a slide. Click the Slide name to edit a slide. Click the Template name to edit a template. Specify whether the slide is active and can be used in CLM presentation or not. Specify the Required attribute and a category, if needed. Specify slides in branches.","title":"Creating CLM Presentation","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/ct-presenter/creating-clm-presentation/index.html","titles":[]},"818":{"id":818,"text":"Attachment is a standard Salesforce object that is used to store files of various types. Object API Name: Attachment Salesforce provides the ability to attach content to records in two ways: Attach content to an object through a Files object Each file consists of a record of the Content Document object that represents a document uploaded to Salesforce CRM Content or Salesforce Files and a record of the Content Version object that represents a version of the uploaded document. A user or their organization must have access to Files. If the user has access to an object but no access to the attached content, all content will be in the Notes & Attachments section. Attach content as an Attachment to an object with the enabled transfer of all records to the Files object. In Salesforce Classic, all documents are saved by default as a record of the Attachment object in the Notes & Attachments section. To save documents as Files: Go to Setup → Feature Settings → Salesforce Files → General Settings. Enable the Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments option. Now, documents are saved as files in the Notes & Attachments section. Attachments and Files are used to store: We recommend using the Image Quality setting to downscale the image size because Salesforce has limits for attachments. CLM presentation sources, for example, images, scripts, and styles. photos and signatures of Activity records; attachments to the Chatter feed posts; notes and attachments to the standard and any custom objects. During the full synchronization, CT Mobile downloads attachments by requesting the CombinedAttachments records for all offline objects. Each CombinedAttachments record contains a file link and file name. These records are stored in the Notes & Attachments section. When a user taps the CombinedAttachment record, the attachment is downloaded. If a current user launches one of the synchronization modes, the loaded attachments via online one record fetching will be still available on a mobile device. The record will be removed only after the database reset or logging out of the current user. Versioning is not supported for attachments. To upload attachments from the CT Mobile app to Salesforce, launch the fast synchronization.","title":"Attachments and Files","component":"ctmobile-windows","version":"","name":"attachments-and-files","url":"/ctmobile-windows/knowledge-base/ct-presenter/clm-scheme/attachments-and-files.html","titles":[{"text":"Downloading Attachments","hash":"h2_2031634004","id":1}]},"819":{"id":819,"text":"The Activity object of the target system is intended to store details of users’ field activities, such as visits, events, and meetings. It is possible to work with several Activity objects that must be set in CT Mobile Control Panel: Calendar. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Object API name: depends on the target-system data model In case of their lack, the following fields should be created on the object: Field API Name Type Description Application Ids ApplicationIds__c Lookup(Application) / Text(255) / Long Text Area(131072) Consider Salesforce description for the fields of the Text type. For Remote Detailing, create a field that stores CLM presentations IDs: The field to store Application IDs should have the same API name on any Activity object for the Remote Detailing session. You can specify a process, for example, create a trigger to autocomplete this field with values from the pre-configured picklist. a field with the Lookup type to put only one CLM-presentation ID in a field with the Text type to store a few IDs (separated by a comma, without blank space). Geolocation Geolocation__c Geolocation Create a field to store the geolocation data on the place of editing (opening) activity Identifier MobileId__c Text(255) Create a field to store the system label in a case where the record was created/edited in the CT Mobile app. The use of another API name is not possible. RD Link RDLink__c URL For Remote Detailing, create a field to fill it out with an invite link. The field to store an invite same API name on any Activity object for the Remote Detailing session. Email Required IsEmailRequired__c Checkbox Available since the CT Mobile package v.3.65. If enabled, the user is required to provide an email on the Welcome screen to access the Remote Detailing meeting.","title":"Activity","component":"ctmobile-windows","version":"","name":"clm-activity","url":"/ctmobile-windows/knowledge-base/ct-presenter/clm-scheme/clm-activity.html","titles":[]},"820":{"id":820,"text":"The Application object is intended to store CLM presentations. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Object API name: clm__Application__c Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the CLM presentation is active and will be downloaded on the mobile device during synchronization. A CLM presentation should be available for the current user. The clm__IsAvailableOffline__c field should be selected to download the CLM presentation on a mobile device. Application Name Text(80) The CLM presentation label. Application ID clm__APPID__c Text(255) (Unique Case Insensitive) The unique label of the CLM presentation. It may be used in the navigation for switching from the current slide to a slide in another CLM presentation. Available for Download clm__IsAvailableForDownload__c Checkbox If enabled, the CLM presentation is available for download. Available for Remote Detailing clm__IsAvailableForRD__c Checkbox If enabled, the CLM presentation can be used in Remote Detailing. The clm__isActive__c field should be checked. Available Offline clm__IsAvailableOffline__c Checkbox If enabled, the CLM presentation will be downloaded on the mobile device during synchronization. The clm__isActive__c field should be checked. Description clm__Description__c Long Text(32768) The description of the CLM presentation is specified by the administrator. Device Orientation clm__DeviceOrientation__c Picklist The device orientation. Available values: Horizontal Vertical If not specified, the horizontal orientation is used as the default. Feedback Comments are allowed clm__IsFeedbackCommentsEnabled__c Checkbox If enabled, the current user can leave a comment on a slide during the demonstration of the CLM presentation. For each slide, comments will be stored in the clm__Description__c field of the record of the Application Stats object. Forced Load Date clm__ForcedLoadDate__c Date During the fast synchronization, the CT Mobile app compares the current version of the CLM presentation in the clm__Version__c field with the one previously saved: If the value is not set or is the past date, the CLM presentation will be downloaded; If the value is the future date, the current user should pick whether to download the CLM presentation or not. For example, set the future date for the CLM presentation that contains info about the future promo. Preview clm__Preview__c Formula The field stores a URL link of the first slide screenshot to display on the custom Visualforce page. Product ProductId__c Lookup(Product) Create a field with the lookup to store the target Product records. Record Type RecordTypeId Record Type Application The CLM presentation is based on HTML5 by manually creating or uploading PowerPoint, PDF, or ZIP archives with the JPEG/JPG files on the Application Editor tab. Plain Application In the built-in Plain Application Editor, CLM presentations can be created based on templates, placeholders, widgets, PowerPoint, and other content. Markups for all slides are stored in the first slide. The slides' effects are available. Screenshot ID clm__ScreenshotID__c Text(255) The slide ID for displaying a slide preview. Not in use. Slide Effect clm__SlideEffect__c Picklist Not in use. Slide reordering enabled clm__IsSlideReorderEnabled__c Checkbox If enabled, users can create and edit custom scenarios. Slide Zoom Enabled clm__IsZoomEnabled__c Checkbox If enabled, zoom in and out slides if the display mode is wk. Swipe gesture type clm__SwipeGestureType__c Picklist Specify a gesture to switch slides in the CT Mobile app. Track clicks on slide clm__IsSlideClicksTrackingEnabled__c Checkbox Per slide, it counts taps or clicks and stores as an Application Stats record of the Slide Stats record type. For Remote Detailing Per each slide, counting taps/clicks of the presenter and participants will be stored as an Application Stats record of the Global Stats record type. Track slide duration clm__IsSlideDurationTrackingEnabled__c Checkbox If enabled, it counts the view time per slide and stores it as an Application Stats record of the Slide Stats record type. Track slide likes/dislikes clm__IsSlideLikesTrackingEnabled__c Checkbox If enabled, it counts likes and dislikes and stores them as an Application Stats record of the Slide Stats record type. The presenter can use the hidden double-finger swipe gesture to like/dislike slides. For Remote Detailing If enabled by the presenter, participants can like/dislike slides. Track slide navigation clm__IsSlideNavigationTrackingEnabled__c Checkbox If enabled, the slide labels will be recorded in the navigation order: An Application Stats record of the Global Stats record type. For Remote Detailing Track slide views clm__IsSlideViewsTrackingEnabled__c Checkbox If enabled, counting the number of slide views and stores as an Application Stats record of the Slide Stats record type. For Remote Detailing counting the number of slide views by the presenter and participants and stores as an Application Stats record of the Global Stats record type. Track total duration of a presentation clm__IsTotalDurationTrackingEnabled__c Checkbox Counting the total view time of all slides and stores as an Application Stats record of the Global Stats record type. Version clm__Version__c Number(16,2) The version of the CLM presentation. Click Publish on the Application record or in Application Editor to update the version.","title":"Application","component":"ctmobile-windows","version":"","name":"clm-application","url":"/ctmobile-windows/knowledge-base/ct-presenter/clm-scheme/clm-application.html","titles":[]},"821":{"id":821,"text":"The Application Stats object is intended to store statistics of every time the CLM presentation is viewed whether the current preview is attached to the Activity record or not. Statistics of one CLM presentation can be linked to multiple activity records. A list of monitored parameters is set up for each CLM presentation separately. Statistics collection stops when a user exits the CLM presentation. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Object API name: clm__ApplicationStats__c To collect certain parameters of statistics, it is necessary to use preconfigured gestures. Field API Name Type Description Activity depends on the Activity object Lookup(Activity) for the custom Activity object / Text for the standard Task and Event objects A field with the lookup type for the Activity object will be automatically created for each Activity object specified on CT Mobile Control Panel: Calendar, for example, ActivityId__c or TaskId__c. The field will be filled out with the Activity record ID: when you link the CLM presentation to the activity record in the Applications module. if you launch the CLM presentation or the Remote Detailing meeting from the record’s layout. Application clm__ApplicationId__c Master-Detail(Application) The ID of the CLM presentation to which the statistics record is linked. Browser clm__Browser__c Text (255) To store the participant’s browser name during the Remote Detailing meeting. Clicks clm__Clicks__c Number(18,0) Slide Stats Collect the number of taps/clicks per slide. Global Stats The total number of taps/clicks for all slides. Web Detailing For the Remote Detailing meeting, the total number of taps/clicks on all slides for each participant, if the Remote Detailing: Detailed Stats Enabled field of the CLM Settings record is not active. Custom Scenario clm__CustomScenarioId__c Lookup(Custom Scenario) Slide Stats The custom scenario record in which a slide was shown. Description clm__Description__c Long Text Area(32768) To store a comment left by a user while viewing the CLM presentation. Dislikes clm__Dislikes__c Number(18,0) Slide Stats Collect the number of dislikes per slide. Global Stats The total number of dislikes for all slides. Web Detailing For the Remote Detailing meeting, the total number of dislikes on all slides for each participant, if the Remote Detailing: Detailed Stats Enabled field of the CLM Settings record is not active. Email clm__Email__c Email To store the participant’s email address (if specified) for the Remote Detailing meeting. File name clm__FileName__c Text(255) Stores the value obtained by ctm.CustomStats() Finished by Timeout clm__IsFinishedByTimeout__c Checkbox For the Self-Detailing meeting. If enabled, the statistics will be pulled into Salesforce after a certain time (timeout of the participant’s session), and the field switches to the true value. Guest Stats clm__IsGuestStats__c Checkbox For the Remote Detailing meeting, automatically set: false, if statistics relate to the presenter. true, if statistics relate to a participant. IP Address clm__IPAddress__c Text (255) To store the participant’s IP address during the Remote Detailing meeting. Likes clm__Likes__c Number(18,0) Slide Stats Collect the number of likes per slide. Global Stats The total number of likes for all slides. Web Detailing For the Remote Detailing meeting, the total number of likes on all slides for each participant, if the Remote Detailing: Detailed Stats Enabled field of the CLM Settings record is not active. Order clm__Order__c Number(18,0) Slide Stats The slide order in the custom scenario or CLM presentation. OrgSummary Count clm__OrgSummaryCount__c Number(18,0) Not in use. OrgSummary Speciality clm__OrgSummarySpeciality__c Text(255) Not in use. OrgSummary Type clm__OrgSummaryType__c Text(1) Not in use. OrgSummary User Count clm__OrgSummaryUserCount__c Number(18,0) Not in use. Parent clm__ParentId__c Lookup(Application Stats) For the Slide Stats record type, it stores the parent Global Stats record. Record Type RecordTypeId Record Type Slide Stats – statistics collected during the CLM presentation per slide. Global Stats – slide statistics summary, calculated based on all visits to an organization performed. Web Detailing – statistics for a participant collected on the views of CLM presentations on the web or through the Remote Detailing meeting. File Stats – statistics on CLM presentation attachments views. Slide clm__SlideId__c Lookup(Slide) For the Slide Stats record type, it stores the appropriate Slide record. Slide Navigation Path clm__NavigationPath__c Long Text Area(131072) Global Stats The navigation path of slides. Web Detailing For the Remote Detailing meeting, the navigation path of slides for each participant, if the Remote Detailing: Detailed Stats Enabled field of the CLM Settings record is not active. Start Time clm__StartTime__c Date/Time Slide Stats The starting time of the slide demonstration. Global Stats The starting time of the CLM presentation demonstration. Web Detailing For the Remote Detailing meeting, the time, when a participant joined if the Remote Detailing: Detailed Stats Enabled field of the CLM Settings record is not active. Terms Accepted clm__TermsAccepted__c Checkbox For a record of the Slide Stats type: true if the participant accepted the Terms of Use false if the participant did not accept the Terms of Use User clm__User__c Text(255) To store the participant’s username during the Remote Detailing meeting. Views clm__Views__c Number(18,0) Slide Stats The number of slide views. Global Stats For the Remote Detailing meeting, the number of slide views by the presenter and participants. View time (in seconds) clm__ViewTime__c Number(18,0) Slide Stats The view time for a slide. Global Stats The view time for all slides. Web Detailing For the Remote Detailing meeting, the view time for the CLM presentation for each participant, if the Remote Detailing: Detailed Stats Enabled field of the CLM Settings record is not active.","title":"Application Stats","component":"ctmobile-windows","version":"","name":"clm-applicationstats","url":"/ctmobile-windows/knowledge-base/ct-presenter/clm-scheme/clm-applicationstats.html","titles":[]},"822":{"id":822,"text":"The Custom Scenario object is intended to store custom CLM presentation scenarios. A scenario may include slides from different CLM presentations. During the first full synchronization, the application requests the list of users and shared scenarios for all the Applications available to the user. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Object API Name: clm__CustomScenario__c Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the custom scenario will be downloaded on the mobile device. Application clm__ApplicationId__c Master-Detail(Application) The CLM presentation to which the custom scenario is related. Combined clm__isCombined__c Checkbox If enabled, slides from various CLM presentations are used in a custom scenario. Slides will be displayed according to the clm__SlideId__c field of a custom scenario. If disabled, slides only from one CLM presentation are used in a custom scenario. Slides will be displayed according to the clm__Branch__c field of a slide. Description clm__Description__c Text(255) The description of the custom scenario. Favorite clm__isFavorite__c Checkbox If enabled, the custom scenario is a favorite and will be displayed in the Carousel of CLM presentations on the Home Screen or in the widget on the record’s mobile layout. Scenario Editor clm__ScenarioEditor__c Formula(Text) Used for the Scenario Editor launch. Scenario Name clm__ScenarioName__c Text(255) The custom scenario name. It may be used in the navigation. Slides clm__SlideId__c Long Text(131072) Slide IDs (separated by a comma, without blank space). User clm__UserId__c Lookup(User) The ID of the user who created the custom scenario.","title":"Custom Scenario","component":"ctmobile-windows","version":"","name":"clm-customscenario","url":"/ctmobile-windows/knowledge-base/ct-presenter/clm-scheme/clm-customscenario.html","titles":[]},"823":{"id":823,"text":"The Placeholder object is intended to indicate a place for interactive widget content storage on the HTML template. The list of widgets available for insertion varies depending on the type of placeholder selected. Object API Name: clm__Placeholder__c Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the placeholder can be applied in the HTML5 markup of a slide. Allowed Types clm__Type__c Picklist (Multi-Select) Select one or several types of using widgets. Application clm__ApplicationId__c Master-Detail(Application) The CLM presentation to which the placeholder is related. Description clm__Description__c Long Text(32768) The placeholder description. Height clm__Height__c Number(18,0) The height of the placeholders (pixels). Name Name Text(80) The label of the placeholder. Position clm__Position__c Number(18,0) The placeholder order number is on a slide. Placeholders are marked as {!POSITION_n}, where n is an ordinal integer. Template clm__TemplateId__c Lookup(Template) The template with the placeholder. Width clm__Width__c Number(18,0) The width of the placeholders (pixels).","title":"Placeholder","component":"ctmobile-windows","version":"","name":"clm-placeholder","url":"/ctmobile-windows/knowledge-base/ct-presenter/clm-scheme/clm-placeholder.html","titles":[]},"824":{"id":824,"text":"The Product object is intended to keep the product details. Object API Name: Depends on the data model of the target system, e.g., CT Product, Pharma Product. The creation of additional fields on the object is not required.","title":"Product","component":"ctmobile-windows","version":"","name":"clm-product","url":"/ctmobile-windows/knowledge-base/ct-presenter/clm-scheme/clm-product.html","titles":[]},"825":{"id":825,"text":"The Slide object is intended to store an individual page of a CLM presentation with a unique index number. Object API name: clm__Slide__c Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the slide will be downloaded on the mobile device. Application clm__ApplicationId__c Master-Detail(Application) The CLM presentation to which the slide is related. Only slides with reference to the current CLM presentation will be displayed via demonstration. Branch clm__Branch__c Picklist A branch is a path with the appropriate order of slides specified by the user. Each slide can contain links to several branches. Depending on the user’s choice (via JS Bridge, link, etc.) on the current slide, the CLM presentation will continue along the selected branch. During the CLM presentation, slides of the current branch and the slide, from which the branch was started, are shown. Category clm__Category__c Picklist The slide sorting for easy search of a slide. Contains Key Message clm__ContainsKeyMessage__c Checkbox Use to mark slides for the user’s logic. Description clm__Description__c Long Text(32768) The slide description. Fixed clm__isFixed__c Checkbox The slide cannot be switched to the next one using a scrolling gesture; switching to the next slide is available only through following the links. Markup clm__Code__c Long Text(131072) The HTML5 code for the slide. It can be manually added or created by using templates, widgets, and placeholders. Order clm__Order__c Number(18,0) The number of the slide order on a branch. Preview clm__Preview__c Formula(Text) The link for the preview image will be shown in Salesforce. Required clm__isRequired__c Checkbox Not in use. Screenshot clm__Screenshot__c Formula(Text) The link for the slide screenshot. The screenshot is stored in Salesforce. Share Allowed clm__isShareAlowed__c Checkbox The slide can be selected and sent by email. Slide Animation clm__SlideAnimation__c Picklist Not in use. Slide Name Name Text(80) The slide label. Tags clm__Tags__c LongTextArea(32768) Not in use. Template clm__TemplateId__c Lookup(Template) The template that is used for the slide.","title":"Slide","component":"ctmobile-windows","version":"","name":"clm-slide","url":"/ctmobile-windows/knowledge-base/ct-presenter/clm-scheme/clm-slide.html","titles":[]},"826":{"id":826,"text":"The Template object is used to store an HTML layout with placeholders. Object API Name: clm__Template__c Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the template can be used in an HTML markup for a slide. Application clm__ApplicationId__c Master-Detail(Application) The CLM presentation to which the template is related. Description clm__Description__c Long Text(32768) The template description. Markup clm__Code__c Long Text(131072) The HTML code for the template. Max components clm__MaxComponents__c Number(18,0) The number of placeholders in the template. Template Name Name Text(80) The template label.","title":"Template","component":"ctmobile-windows","version":"","name":"clm-template","url":"/ctmobile-windows/knowledge-base/ct-presenter/clm-scheme/clm-template.html","titles":[]},"827":{"id":827,"text":"The Widget object is intended to store a separate editable element of the slide template. Should the widget record be modified, the HTML code of an entire slide is recalculated and updated. Object API Name: clm__Widget__c The table below has not had a complete description of the Widget fields. We are working on updating the information. Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the widget can be used in an HTML markup for a template. Application clm__ApplicationId__c Master-Detail(Application) The CLM presentation to which the widget is related. Autoplay clm__Autoplay__c Checkbox Calibre clm__Calibre__c Number(18,0) Chat Types clm__ChatTypes__c Picklist The available values: column, line, pie, spline, area. Chat Values clm__ChatValues__c Long Text Area(32768) Code clm__Code__c Long Text(131072) The HTML5 code for the widget. Custom Style clm__CustomStyle__c Checkbox Data clm__Data__c Long Text Area(32768) Default clm__Default__c Number(16,2) Field Name clm__FieldName__c Text(255) Height clm__Height__c Number(18,0) The height of the widget. Labels clm__Labels__c Long Text Area(32768) LabelString clm__LabelString__c Long Text Area(32768) Legend clm__Legend__c Text(255) Legend Location clm__LegendLocation__c Text(255) Max clm__Max__c Number(16,2) Min clm__Min__c Number(16,2) Object Name clm__ObjectName__c Text(255) Placeholder clm__Placeholder__c Lookup(Placeholder) The placeholder to which the widget is related. Position clm__Position__c Formula(Number) Show Legend clm__ShowLegend__c Checkbox Slide clm__Slide__c Master-Detail(Slide) The slide to which the widget is related. Step clm__Step__c Number(16,2) Theme clm__Theme__c Text(50) Title clm__Title__c Text(255) The title of the widget. Tooltip clm__Tooltip__c Checkbox Type clm__Type__c Picklist The available values of widget types: Rich Text For changes on the HTML-layout, text blocks places, and images. Slider An interactive customizable widget that can aggregate numerical values. Chart An interactive diagram widget. Sortable An interactive sorting widget. Video A widget for inserting a video into a slide. Values clm__Values__c Long Text Area(32768) ValueString clm__ValueString__c Long Text Area(32768) VideoId clm__VideoId__c Text(32) For widget Video type. Video Source clm__VideoSource__c Picklist For widget Video type. The available values: YouTube, Custom URL, SF Content. Video URL clm__VideoURL__c Long Text Area(2000) For widget Video type. Width clm__Width__c Number(18,0) The width of the widget.","title":"Widget","component":"ctmobile-windows","version":"","name":"clm-widget","url":"/ctmobile-windows/knowledge-base/ct-presenter/clm-scheme/clm-widget.html","titles":[]},"828":{"id":828,"text":"The CT Presenter object model is designed to ensure the flexibility and reusability of the created CLM presentations. Please get familiar with the CLM presentation components. Activity Application Application Stats Attachments and Files Custom Scenario Placeholder Product Slide Template User Widget","title":"CLM Scheme","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/ct-presenter/clm-scheme/index.html","titles":[]},"829":{"id":829,"text":"The JS Bridge functionality is intended for managing CRM data on a CLM presentation by generating pre-configured JavaScript methods on a slide. To activate JS Bridge, enable the JS Bridge library in the tag of a slide: The source code of the JS Bridge library can be downloaded from the static resource of Salesforce. The file name is JsLibrary.zip. To check JS Bridge availability for use it is recommended to perform the entire logic of interaction through addEventListener. document.addEventListener('WebViewJavascriptBridgeReady', function(event){ console.log('JS Bridge is ready'); }); Methods for Interaction with CRM data Methods for Accessing External Functionality Methods for CLM Presentation Control Methods for CLM-presentation Navigation Methods for Remote Detailing 2.0 The following methods are outdated: getUSValues playVideo skipTenPercent CTAPPNewRecord.","title":"Activating JS Bridge","component":"ctmobile-windows","version":"","name":"activating-js-bridge","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/activating-js-bridge.html","titles":[{"text":"Event of functional readiness of JS Bridge:","hash":"h2_1614277225","id":1},{"text":"Available JS Bridge Methods","hash":"h2_1136353801","id":2}]},"830":{"id":830,"text":"The appropriate format: The CT Mobile app The Remote Detailing functionality The CT Mobile package v. 3.66.6 and above YYYY-MM-DD, string The CT Mobile package below v. 3.66.6 dd-MM-yyyy-HH-mm, string –","title":"Data Format for Filling Fields using JS Bridge","component":"ctmobile-windows","version":"","name":"data-format-for-filling-fields-using-js-bridge","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/data-format-for-filling-fields-using-js-bridge.html","titles":[]},"831":{"id":831,"text":"JS Bridge is the interface of the interaction of CLM-presentation with Salesforce data. To start using it, activate the JS Bridge library. It is used for capturing and displaying data from the Salesforce system objects (Accounts,Contacts, Calls, etc.), for launching the CT Mobile features, e.g., the synchronization process, and for slide navigation during the CLM presentation. It can be used for capturing data during the CLM-presentation for further storage in CT Mobile and then synchronize with Salesforce. For example, if a user starts a CLM presentation from the Activity mobile layout and this Activity record is related to an Account and a Contact records, the platform allows displaying data from the following objects: Account (in case if relationship from visit exists) Contact (in case if relationship from visit exists) Reference (in case if relationship from visit exists) Activity Activity Data Data, registered in one slide, can be stored only on a single object without exceeding the field number limitations. Saving field values is performed after changing a slide or closing the slideshow. Example of JS Bridge API that fetches data from the system (Account name, Contact name of this account) and displays in a presentation:","title":"JS Bridge API","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/index.html","titles":[]},"832":{"id":832,"text":"Here you can find JS Bridge methods that you can use in CLM presentations. When you launch the Remote Detailing meeting in the CT Mobile app, CRM data captured by JS Bridge will be uploaded to Salesforce and not stored on the mobile device. A user should have permission to edit records of the corresponding object. For example, if you create a new record using ctm.create, it will be uploaded to Salesforce, and you should launch fast synchronization to download it to a mobile device. When you open a CLM presentation in the Application module, from the carousel of CLM presentations on the Home screen or mobile layout in the CT Mobile app, CRM data captured by JS Bridge will be saved to the mobile device. In this case, the corresponding object should be available offline, and a user should have permission to edit its records. To upload data to Salesforce, perform the fast synchronization. Feature Applications (on a tablet) Remote Detailing Comment iOS Android Windows Methods for interaction with CRM data CRM data display Yes Yes Yes Yes Opening attached files Yes Yes Yes No Query records: ctm.query Yes Yes Yes Yes These methods are forbidden during the Self Detailing and Self Detailing 2.0 meetings. Create records: ctm.create Yes Yes Yes Yes Update records: ctm.update Yes Yes Yes Yes Delete records: ctm.delete Yes Yes Yes Yes Start fast sync: ctm.sync Yes Yes No No Obtain the path to the file: ctm.getFile Yes No Yes No Save attachments: ctm.storeFile Yes No Yes No Custom data tables according to related record: ctm.openDataTableByParentRecord Yes No No No Custom data tables according to SOQL query: ctm.openDataTableByQuery Yes No No No Methods for Accessing External Functionality Camera access: ctm.photo Yes Yes No No Open QR Code: ctm.openQRScanner Yes No No No Quiz launch: ctm.openQuiz Yes No No No PDF generation: ctm.generatePDF Yes No No No Sound recording: CTAPPstopRecordingAudio Yes No No No Sound recording: CTAPPstartRecordingAudio Yes No No No The transition from Animation to Sales Order: ctm.createSalesOrderWithAnimations Yes No No No Exit from presentation: ctm.autoExitPresenter Yes No Yes No Methods for CLM presentation control Like: ctm.like Yes Yes Yes No Dislike: ctm.dislike Yes Yes Yes No Disable slide scroll: ctm.disableSlideScroll Yes No No No Enable slide scroll: ctm.enableSlideScroll Yes No No No Activate gathering statistics of presentation: ctm.customStats Yes No No No ctm.setOptions No No Yes No Methods for CLM presentation navigation CTAPPgoToSlide Yes No Yes Yes CTAPPgoToFirst Yes No Yes Yes CTAPPgoToPrevious Yes No Yes Yes CTAPPgoToNext Yes No Yes Yes Switch between slides using the href attribute Yes Yes Yes No Methods for Remote Detailing 2.0 Define the meeting type: ctm.getAppEnv No No No Yes These methods are used during the Remote Detailing 2.0 or Self Detailing 2.0 meeting. Define the Id of the Activity record: ctm.getVisitId No No No Yes Define the user role: ctm.getUserType No No No Yes Secure query records: ctm.secureQuery No No No Yes This method is used during the Self Detailing 2.0 meeting instead of ctm.query. CTAPPturnOnAudio No No No Yes These methods affect only the presenter’s audio and video stream even if called by the participant. CTAPPturnOffAudio No No No Yes CTAPPturnOnVideo No No No Yes CTAPPturnOffVideo No No No Yes Outdated methods skipTenPercent Yes No No No playVideo Yes No No No getJSValues Yes No No No CTAPPNewRecord Yes No No No","title":"JS Bridge Methods Availability","component":"ctmobile-windows","version":"","name":"js-bridge-methods-availability","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/js-bridge-methods-availability.html","titles":[{"text":"Important Notes","hash":"h2_868831931","id":1}]},"833":{"id":833,"text":"The Application Editor allows the creation of CLM presentations from PowerPoint files. Supported files: .ppt with files, .ppt(x) with files. Embed fonts in a CLM presentation to be sure that the fonts, special characters, layout, and styling of the document won’t change while sharing. The size of the CLM presentation must not exceed 25 MB. The maximum size of a .pdf or .ppt(x) file is increased up to 75 MB. Slides animation from converted .ppt files is not supported. If a .ppt(x) file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation. Violation of converted slides' proportion is possible when other than iPad format slides are used in the source document. To convert a PowerPoint file to CLM-presentation: Go to Application Editor. Select a plain CLM presentation from the picklist in the upper left corner, or click New to create a new CLM presentation with the Plain Application record type, or click Clone to add a new CLM presentation identical to the selected one. Click Import from PPT. In the Import PPT window, click Browse, select the PowerPoint file, and click Upload. The CLM presentation limit is 25 slides. In the case of exceeding the limit, a warning will be displayed. The PowerPoint file will not be uploaded. Wait a minute and slides converted from the PowerPoint file will be displayed. In the CT Mobile menu, click Save. Also, you can upload the PowerPoint by clicking Import PPT in the CT Mobile menu. The CLM presentation is created. CLM presentation should be activated. If a CLM presentation should be available for Remote Detailing, check tthe Available for Remote Detailing field and set up Remote Detailing. Renew slides, wait 2-3 minutes, and publish the CLM presentation. Perform fast or mixed synchronization on the mobile device to download the CLM presentation. You can customize CLM presentations with the Plain Application Editor tools. Select and click Impress to view the CLM presentation with the impress.js framework. Click the right/left side to switch slides, or use key arrows and a spacebar. Select and click Bespoke to view the CLM presentation with the bespoke.js framework. Use key arrows and a spacebar to navigate.","title":"Creating Plain CLM Presentation from PowerPoint","component":"ctmobile-windows","version":"","name":"creating-plain-clm-presentation-from-powerpoint","url":"/ctmobile-windows/knowledge-base/ct-presenter/plain-application-editor/creating-plain-clm-presentation-from-powerpoint.html","titles":[]},"834":{"id":834,"text":"Preconfigured templates can be used for the CLM presentation creation. The slide switching effects will be available in the CT Mobile app. To create a CLM presentation from a template: Go to Application Editor. Select a plain CLM presentation from the picklist in the upper left corner, or click New to create a new CLM presentation with the Plain Application record type, or click Clone to add a new CLM presentation identical to the selected one. In the Plain Application Editor window, click Create from the template. In the Templates window, select a template. Wait a minute and slides with the selected template will be displayed. Customize CLM presentation with the Plain Application Editor tools. The CLM presentation limit is 25 slides. In the case of exceeding the limit, a warning will be displayed. Select and click Impress to view the CLM presentation with the impress.js framework. Click the right/left side to switch slides, or use key arrows and the spacebar. Select and click Bespoke to view the CLM presentation with the bespoke.js framework. Use key arrows and a spacebar to navigate. In the CT Mobile menu, click Save. Also, you can create the CLM presentation from a template by clicking Templates in the CT Mobile menu. The CLM presentation is created. CLM presentation should be activated. If a CLM presentation should be available for Remote Detailing, check tthe Available for Remote Detailing field and set up Remote Detailing. Renew slides, wait 2-3 minutes, and publish the CLM presentation. Perform fast or mixed synchronization on the mobile device to download the CLM presentation.","title":"Creating Plain CLM Presentation using Templates","component":"ctmobile-windows","version":"","name":"creating-plain-clm-presentation-using-templates","url":"/ctmobile-windows/knowledge-base/ct-presenter/plain-application-editor/creating-plain-clm-presentation-using-templates.html","titles":[]},"835":{"id":835,"text":"Table of Contents Create a CLM Presentation The Plain Application Editor Menu The Plain Application Editor Tools Insert Text Insert Image Insert Video Insert Website Insert Shape Insert Widget Slide Background and Surface Use the built-in Plain Application Editor to create CLM presentations. To create the new CLM presentation: Go to Application Editor. Click New to create a new CLM presentation with the Plain Application record type or click Clone to add a new CLM presentation identical to the selected one. In the Plain Application Editor window, click Create new. Use the Plain Application Editor tools to create slides. In the CT Mobile menu, click Save. The CLM presentation is created. CLM presentation should be activated. If a CLM presentation should be available for Remote Detailing, check tthe Available for Remote Detailing field and set up Remote Detailing. Renew slides, wait 2-3 minutes, and publish the CLM presentation. Perform fast or mixed synchronization on the mobile device to download the CLM presentation. During the CLM presentation editing, click CT Mobile. The Plain Application Editor menu is shown. The menu options: Click Templates for selecting a template for a CLM presentation. Click Import PPT for creating a CLM presentation from uploaded PowerPoint. Click Save to save changes. Click Convert to edit the plain CLM presentation as the usual one. This action is irreversible. Click Undo/Redo to cancel/repeat the previous action. Use the standard actions by clicking Cut, Copy, Paste, or Delete. Click the Text button to add, design, and edit text. To add an image:ctmobile-ios Click the Image button. In the open window, click Browse and select an image or drop-and-drop an image. Click Insert Image. The image is added. To add a video: Click the Video button. In the open window, enter the URL. Click Insert Video. The video is added. To add a website: Click the Website button. Enter the URL. Click Insert Website. The website is added. To insert a shape: Click the Shape button. Select a shape. The shape is added. To insert a widget: Click the Widget button. Select a widget. The widget is added. For each widget type, specify properties. The full description of widget attributes is available here. Click the Background or Surface button to add an image or specify a color for the slide background and surface. You can apply the settings for all slides or the selected one.","title":"Creating Plain CLM Presentation","component":"ctmobile-windows","version":"","name":"creating-plain-clm-presentation","url":"/ctmobile-windows/knowledge-base/ct-presenter/plain-application-editor/creating-plain-clm-presentation.html","titles":[{"text":"Create a CLM Presentation","hash":"h2_1040598226","id":1},{"text":"The Plain Application Editor Menu","hash":"h2_589443929","id":2},{"text":"The Plain Application Editor Tools","hash":"h2_1603679187","id":3},{"text":"Insert Text","hash":"h3_975431466","id":4},{"text":"Insert Image","hash":"h3_1553991866","id":5},{"text":"Insert Video","hash":"h3_1671076548","id":6},{"text":"Insert Website","hash":"h3_790840930","id":7},{"text":"Insert Shape","hash":"h3_1191029450","id":8},{"text":"Insert Widget","hash":"h3_935070099","id":9},{"text":"Slide Background and Surface","hash":"h3_1951582057","id":10}]},"836":{"id":836,"text":"Table of Contents Create a CLM-presentation Add Slides to the CLM Presentation The Plain Application Editor is intended to create CLM presentations with the Plain Application record type. CLM presentations can be created without HTML programming. Import a PowerPoint file or create a CLM presentation using templates, slides with images, texts, videos, etc. Markups for all slides will be stored in the first slide record. We recommended creating no more than 25 slides. Before the CLM presentation creation, read Requirements and Media File Formats and set up remote sites. To create the new CLM presentation with the Plain Application record type: Go to the Application Editor tab and click New. In the New Application window, select the Plain Application record type. Specify fields: Enter the CLM presentation name. Set Active to make the CLM presentation available for users. Select the Slide reordering enabled checkbox if you plan to create a custom scenario. Check the required boxes to track actions and collect statistics in the ApplicationStats record. Read the description of each parameter here. Click OK. The new CLM-presentation record is created. Also, you can create a CLM presentation from the Application tab. Click New, select the Plain Application record type, specify all required fields, and click Save. Select the CLM presentation in the picklist. After the CLM presentation creation, it is needed to fill it out with the slides. Create a CLM presentation by adding slide by slide, and configure template placeholders and widgets. Create a CLM presentation based on the template. Create a CLM presentation based on PowerPoint. The Application Editor creates slides of the CLM presentations by taking screenshots of .ppt(x) slides. If a .ppt(x) file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation. After creating the CLM presentation: Renew slides, wait 2–3 minutes, and publish the CLM presentation. Perform fast or mixed synchronization on the mobile device to download the CLM presentation. CLM presentation should be activated. If a CLM presentation should be available for Remote Detailing, check tthe Available for Remote Detailing field and set up Remote Detailing. Renew slides, wait 2-3 minutes, and publish the CLM presentation. Perform fast or mixed synchronization on the mobile device to download the CLM presentation.","title":"Plain Application Editor","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/ct-presenter/plain-application-editor/index.html","titles":[{"text":"Create a CLM-presentation","hash":"h2_1040598226","id":1},{"text":"Add Slides to the CLM Presentation","hash":"h2_1226060150","id":2}]},"837":{"id":837,"text":"The Remote Detailing functionality allows the presenter and participants to simultaneously view CLM presentations on their PC, tablet, or mobile phone. To customize the Remote Detailing functionality, please refer to Remote Detailing Setup. To create invite links, please refer to Remote Detailing Launch. Since CT Mobile package v. 3.63, the new UI for Remote Detailing meetings is available. For more information, please refer to Migration to Remote Detailing 2.0 and Remote Detailing UI Basics. The Remote Detailing functionality allows participants with an invite link remote access for CLM presentations on PC, tablet, or mobile phone. The tool enables the presenter and participants to interact on slides. The presenter UI is adapted to ensure the visibility of the control desk all along with the session. The presenter can also grant dynamic access for participants to remote control, stream the video, like/dislike slides, answer the questions on a slide, or use other JS Bridge methods implemented in the slide HTML code. This functionality records statistics of a session the same way as for the CLM presentation in the CT Mobile application. When the presenter clicks the End Call button or closes the browser tab, a record of the Application Stats object is created for the presenter and each participant. Statistics can be collected for all participants in one record or for each separately. The Self Detailing functionality provides the remote control of the CLM presentation on a PC, tablet, or mobile phone for a participant without presenter participation. The participant opens the invite link and browses through the slides. A record of the Application Stats object per slide is created for each participant’s virtual visit. It is possible to create a Salesforce workflow to send an invite link for a participant any way you like, for example, by email, SMS, or Viber.","title":"The Remote Detailing Functionality","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/index.html","titles":[{"text":"Remote Detailing","hash":"h2_1279002041","id":1},{"text":"Self Detailing","hash":"h2_1854710639","id":2}]},"838":{"id":838,"text":"For users of CT Mobile package v. 3.66 or higher. The new remote detailing UI is available both for the presenter and participants. Consider the following to use the Remote Detailing 2.0. Follow the steps in the Remote Detailing Setup article. If the Remote Detailing functionality is already in use in your sandbox and/or production environment, do the following: The CT Mobile package v. 3.63 or higher is installed in your Salesforce org. Go to Setup → Platform Tools → Apps → Connected Apps → Manage Connected Apps → click Edit next to CT Presenter → for Refresh Token Policy select Refresh token is valid until revoked. Go to Setup → Custom Code → Apex Triggers → make sure that the >ActivitySetLinkProcess trigger is obtained from this source and added to your Salesforce org. The API names of the desired Activity record types should be specified. within the trigger code. Go to the CT Mobile Control Panel: Presenter tab and check that the Application List Field and Link Field are filled out with the API names of the corresponding fields of the Activity object. Check that the Active and Available for Remote Detailing checkboxes are selected for desired CLM presentations. For Self Detailing functionality, update the list of CLM presentations using the Refresh CLM presentations button. Update one of the existing Activity records or create a new one. When you create a new sandbox based on the production environment with the configured Remote Detailing functionality: Refresh the cloud token. Check that the records per each trigger are active in Trigger Settings. Renew slides for each desired CLM presentation or specify the Organization ID of the production environment on the CT Mobile Control Panel: Tools. To obtain an Organization ID, see the Salesforce Help.","title":"Migration to Remote Detailing 2.0","component":"ctmobile-windows","version":"","name":"migration-to-remote-detailing-2-0","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/migration-to-remote-detailing-2-0.html","titles":[{"text":"If the Remote Detailing has not been yet configured in your Salesforce org","hash":"h2_2023541197","id":1},{"text":"If the Remote Detailing has been configured and updated to 2.0","hash":"h2_1683593068","id":2},{"text":"If the sandbox has been created based on the production environment with the configured Remote Detailing functionality","hash":"h2_589224069","id":3}]},"839":{"id":839,"text":"Table of Contents For which devices and browsers the Remote Detailing functionality is available? Windows iOS Android How to start the Remote Detailing meeting as the presenter? Salesforce Side The CT Mobile App What types of invite What to do if the invitation What to do in case of connection errors? What to do if «TypeError: Cannot read properties of undefined (reading “init”)» is displayed on the Welcome screen? How to join the Remote Detailing meeting as a participant? How many participants can join the meeting? What to do in case of sound and video issues during the Remote Detailing meeting? What is the recommended bandwidth for the Remote Detailing meeting? What are the requirements for the CLM presentations? What features are available? How can I manage a CLM presentation during the Remote Detailing meeting? The remote CLM presentation is available on the following browsers depending on the device. We recommend using browsers based on Chromium and launching the Remote Detailing meetings on PC. The Remote Detailing functionality Request access to camera/microphone Video call Call Chatting Google Chrome Yes Yes Yes Yes Yes Edge Chromium (v. 81) Yes Yes Yes Yes Yes Opera Yes Yes Yes Yes Yes Firefox Yes Yes Yes Yes Yes Edge (v. 44) No No No No No Internet Explorer 11 No No No No No Available for devices running iOS 12 or higher. The Remote Detailing functionality Request access to camera/microphone Video call Call Chatting Safari Yes Yes Yes* Yes* Yes Google Chrome Yes No No No Yes Video calls and calls may not work correctly. The Remote Detailing functionality Request access to camera/microphone Video call Call Chatting Safari Yes Yes Yes* Yes* Yes Google Chrome Yes Yes No No Yes Video calls and calls may not work correctly. The Remote Detailing functionality Request access to camera/microphone Video call Call Chatting Web View Yes Yes No No Yes The Remote Detailing functionality Request access to camera/microphone Videocall Call Chatting Google Chrome Yes Yes Yes Yes Yes The Remote Detailing UI and path for the presenter are available here. In Salesforce, click the invite link or the Remote Detailing button. In the open CLM presentation window, click the Presenter Login button. you will automatically be logged in if the active Salesforce user’s session is saved in the browser; you should enter your credentials if there is no active Salesforce user session in the browser. If you click the Join button for login, click the Log out button and re-enter as the presenter on the next screen. As the presenter, you do not need to enter your credentials or tap any buttons to open the CLM presentation. Tap the invite link and the remote CLM presentation starts. The number of invite links is unlimited. Links are not expired until the presenter clicks End Call during the Remote Detailing meeting. If you try to open this link, you will see the Meeting is over screen. Functionality CT Mobile Package below v. 3.63 v. 3.63 and higher Remote Detailing Use this link to join the meeting: https://www.ctclm.com/present/123-4567-890. If the Call Repeat Allowed option is enabled, this type of link should be used to resume the meeting. If you were redirected to the https://www.ctclm.com/present/end/003-4788-264 link, it means that the presenter ended the meeting. Use this link to join the meeting: https://rd.ctclm.com/p/137-9788-974. If you were redirected to the https://www.ctclm.com/present/end/003-4788-264 link, it means that the presenter ended the meeting. Self Detailing You can start the Sef Detailing meeting any time you like. The invite link: https://www.ctclm.com/mobile/456-7890-123. The invite link: https://rd.ctclm.com/s/137-9788-974. In Salesforce, the invite link is generated when you create a new Activity record or update the existing one. If the invite link did not appear on the Activity record page, refresh the page. In the CT Mobile app, pull the record’s screen to download the invite link to the Activity record created in the app. If the invite link appeared neither in Salesforce nor in the CT Mobile app: Check Apex Classes and Trigger are created. It is necessary to specify the correct API name of the Activity object. On the Mobile Application Setup record assigned for the current user’s profile, the Activity object or the Start Date field is not specified. Go to the CT Mobile Control Panel: Calendar tab and set up Activity settings for the current user’s profile. The current Activity record has no assigned CLM presentations and custom scenarios. Click the Applications button to specify the CLM presentations set. The incorrect record of CLM Settings for the current user’s profile. The Remote Detailing Enabled field should be checked. Please contact your administrator to check the UDP/10000 port availability. The port connection can be blocked by Windows Firewall, antivirus solution, or corporate firewall. Administrators must configure the firewall to allow access to Remote Detailing domains. In the firewall settings: add exceptions for HTTP and WebSocket for the api.rd.ctclm.com domain add an exception for HTTP for the meet.jit.si domain add UDP input and UDP output exceptions (for WebRTC) for the meet.rd.ctclm.com domain The Remote Detailing UI and path for a participant are available here. All invite links have the unique digital Meeting ID, for example, 273-4657-890, which can be easily dictated by phone. Enter Meeting ID in the special field on the CT Presenter site to join the remote CLM presentation. On the Welcome screen, enter a username, and e-mail (optionally), and click Join to enter as a participant. If the presenter closed the meeting tab and will be absent for more than 2 minutes, all participants will be pushed out of the meeting. To log in as a participant in the same meeting you previously logged in as the presenter, clear cookies, refresh the page, and log in as a participant. The remote CLM presentation can be streamed simultaneously to up to 35 participants. The number of participants depends on the bandwidth and connection of each participant’s device. The optimal number of participants for the medium bandwidth and connection is 10. Due to Apple’s limitations, the device’s microphone and camera do not work in web view and may also not work correctly in mobile browsers due to their limitations. The sound and video issues can be related to the device’s camera and microphone settings: Previously, check the supported browsers on devices. Check camera and microphone permissions on your device: Windows 10 Firstly, check the privacy settings for the camera and microphone. In case of sound issues, read this article and check sound settings as described in answer to question 5. You can also adjust the volume by tapping the volume control icon in the taskbar or setting up the volume in the App volume and device preferences section on the Sound tab in Settings. Mac OS Android Go to Settings → Apps → click a browser you use and check permissions. iPad & iPhone Go to Settings → Privacy → Camera/Microphone → check if there are any permissions for the browser you use. Check camera and microphone permissions for the browser: In Chrome, Edge Chromium, Opera, and Firefox click on the icon in the address bar to view site settings: If you use a cellphone, click the address bar and customize the site settings. Safari on Mac Safari on iOS Go to Settings → Safari → enable Camera & Microphone Access. To avoid issues with the quality of video and audio calls during the session, we recommend not transferring any files and closing apps that use the internet, e.g., media players. If issues appear, check your bandwidth. Option during Remote Detailing session Minimum download / Upload speed Recommended Download / Upload Speed Calling (presenter and participants if enabled) 128 kbps / 128 kbps 300 kbps / 300 kbps Video calling (presenter) 400 kbps / 400 kbps 500 kbps / 500 kbps Group video calling (presenter and 2 participants) 512 kbps / 128 kbps 2 Mbps / 512 kbps Group video calling (presenter and 4 participants) 2 Mbps / 128 kbps 4 Mbps / 512 kbps The same CLM presentations and custom scenarios as for the Application module in the CT Mobile app can be used for Remote Detailing. CLM presentation should be active and available for Remote Detailing. For Remote Detailing 2.0, If CLM presentations are not set for the Activity record, all active and available for Remote Detailing meetings CLM presentations will be available during the Remote Detailing meeting. Check requirements and media file formats for CLM presentations. Use simple clicks in CLM presentations, which will be shared during the Remote Detailing meeting in a browser. Double clicks and long clicks cannot be tracked for the statistics. Add processing the tap event along with the click event into the slide markup to display the presenter tap or click movement for participants. Specify the CRM Data Streaming Enabled attribute to use the available JS Bridge methods implemented on the slide markup. Several CLM presentations and custom scenarios can be presented in one session. Specify CLM presentations manually in Salesforce Classic or add and use the Applications button on the Activity record in Lightning Experience. For Remote Detailing 2.0, you can switch the scenario in the open CLM presentation. During the Self Detailing session, only one remote CLM presentation can be displayed. In the CT Mobile app, switch between the meeting window and record details with one tap, for example, creating an order during the remote CLM presentation. Resume the CLM presentation from the last checkpoint. Click the Web Share button on the Application record to copy and insert the code of the CLM presentation for displaying on your website. The independent zoom for the presenter and each participant helps to display CLM presentations with good quality. Pinch with two fingers to zoom in or out up to x300 on the mobile device or use the zoom slider on the PC. For the Self Detailing meeting, it is necessary to previously renew slides for CLM presentations to make screenshots for the slide navigation bar and store the slide order. JS Bridge methods used in CLM presentations launched from the Application module, the record mobile layout, or from the Carousel of CLM presentations from the CT Mobile app may not be available for CLM presentations launched during the Remote Detailing meeting. Get familiar with the list of the available JS Bridge methods during the Remote Detailing functionality.","title":"Remote Detailing: F.A.Q.","component":"ctmobile-windows","version":"","name":"remote-detailing-f-a-q","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-f-a-q.html","titles":[{"text":"For which devices and browsers the Remote Detailing functionality is available?","hash":"h2_1998516434","id":1},{"text":"Windows","hash":"h3_123983067","id":2},{"text":"iOS","hash":"h3_1979411778","id":3},{"text":"iPad","hash":"h4_1979411778","id":4},{"text":"iPhone","hash":"h4_17894843","id":5},{"text":"CT Mobile iOS In-App Browser","hash":"h4_642431983","id":6},{"text":"Android","hash":"h3_1279998075","id":7},{"text":"How to start the Remote Detailing meeting as the presenter?","hash":"h2_334077530","id":8},{"text":"Salesforce Side","hash":"h3_778333580","id":9},{"text":"The CT Mobile App","hash":"h3_746921417","id":10},{"text":"What types of invite","hash":"h2_106650128","id":11},{"text":"What to do if the invitation","hash":"h2_1306483813","id":12},{"text":"What to do in case of connection errors?","hash":"h2_1265822888","id":13},{"text":"What to do if «TypeError: Cannot read properties of undefined (reading “init”)» is displayed on the Welcome screen?","hash":"h2_2127819924","id":14},{"text":"How to join the Remote Detailing meeting as a participant?","hash":"h2_879338084","id":15},{"text":"How many participants can join the meeting?","hash":"h2_1340692219","id":16},{"text":"What to do in case of sound and video issues during the Remote Detailing meeting?","hash":"h2_230890246","id":17},{"text":"What is the recommended bandwidth for the Remote Detailing meeting?","hash":"h2_250361472","id":18},{"text":"What are the requirements for the CLM presentations? What features are available?","hash":"h2_1873295839","id":19},{"text":"How can I manage a CLM presentation during the Remote Detailing meeting?","hash":"h2_1142420759","id":20}]},"840":{"id":840,"text":"For users of the CT Mobile package version below 3.46, the statistics for each participant are collected in the Application Stats record of the Web Detailing record type, where the Parent Id field stores the parent presenter’s Application Stats record with the Global Stats record type. The Application Stats record stores statistics with the participant’s username, e-mail, the total number of clicks/taps, likes, dislikes, the start date and time when a participant joined the remote CLM presentation, and the navigation path. Collect separately the presenter and participants' statistics during the Remote Detailing or Self Detailing meeting. To track certain parameters, they should be enabled on the appropriate CLM presentation record. Also, the presenter should define allow participants or not to like and dislike slides. The Application Stats object should have the field with the Lookup type on the Activity object, e.g., the VisitId__c, and this field should be specified in the Activity Field API field of the Mobile Application Setup record. If needed, specify the Detailed Stats Enabled option on the CT Mobile Control Panel: Presenter tab. Apply and process only single clicks and taps to launch interactive elements on the slides of CLM presentations for their correct display on participants' devices during a Remote Detailing meeting. Double and long clicks and taps may be incorrectly transmitted to participants. The remote CLM presentation can be streamed simultaneously to up to 35 participants. Since CT Mobile package 3.66, the browser name and IP address will be gathered for the presenter and participants. On all Application Stats records, the Guest Stats field is populated with the false value. The Global Stats record type Statistics summary for the presenter, calculated based on all sessions performed, the navigation path, and the overall viewing time. The Slide Stats record type For each slide, the record stores the number of clicks/taps, likes, dislikes, the start date and time, and viewing time. On all Application Stats records, the Guest Stats field is populated with the true value. If gathering the detailed stats is enabled: The Global Stats record type Statistics summary, calculated based on all sessions performed, the navigation path, and the overall viewing time. The Slide Stats record type For each slide, the record stores the number of clicks/taps, likes, dislikes, the start date and time, and viewing time. If gathering the detailed stats is disabled: The Global Stats record type For each participant, collects statistics with the participant’s username and e-mail, which were populated on the Hello page, a total number of clicks/taps, likes, dislikes, the start date and time when a participant joined the remote CLM presentation, and the navigation path. On all Application Stats records, the Guest Stats field is populated with the true value. If gathering the detailed stats is enabled: The Global Stats record type Statistics summary, calculated based on all sessions performed, the navigation path, and the overall viewing time. The Slide Stats record type For each slide, the record stores the number of clicks/taps, likes, dislikes, the start date and time, and viewing time. If gathering the detailed stats is disabled: The Global Stats record type For each participant, collects statistics with the participant’s username and e-mail, which were populated on the Hello page, a total number of clicks/taps, likes, dislikes, the start date and time when a participant joined the remote CLM presentation, and the navigation path.","title":"Remote Detailing Statistics","component":"ctmobile-windows","version":"","name":"remote-detailing-statistics","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-statistics.html","titles":[{"text":"Remote Detailing","hash":"h2_1279002041","id":1},{"text":"For Presenter","hash":"h3_1586033863","id":2},{"text":"For Participant","hash":"h3_1636611486","id":3},{"text":"Self Detailing","hash":"h2_1854710639","id":4}]},"841":{"id":841,"text":"The Dashboards module allows viewing online dashboards available to the mobile user. Using the Fiscal year criterion in filters and in reports and dashboards criteria is working as a Calendar year. The availability of dashboards depends on the profile permission settings in Salesforce. The mobile user can view the related report, as well as modify the report criteria. Tap Refresh to update the dashboard. Add the dashboard to the mobile layout. To add the Dashboards module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Dashboards item. Click Add to close the Add menu item tool. Click Save. The setup is complete.","title":"Dashboards","component":"ctmobile-windows","version":"","name":"dashboards","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/dashboards.html","titles":[{"text":"Adding Dashboard to the Menu","hash":"h2_1510760474","id":1}]},"842":{"id":842,"text":"The list of the modules is available in the CT Mobile app. CT Mobile app supports integration with other CT Software products. The list of integration depends on the device platform. For more information, refer to CT Mobile OS Comparison. Applications Calendar Chatter Dashboards Libraries Links Opportunities Nearby Accounts Routes CG Cloud","title":"Mobile Application Modules","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/index.html","titles":[]},"843":{"id":843,"text":"The Libraries module allows viewing files and documents uploaded to Salesforce CRM Content. For the full module operation, follow the link to enable Salesforce CRM Content in your Salesforce org and set up permissions for users. Upload documents to Files and grant user access to documents. Documents can be stored by folder. Tap the file name to send the file by e-mail. If ContentDocument, ContentVersion, ContentDocumentLink objects are added as offline objects, the Libraries module will not work correctly. To add the Libraries module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Salesforce Content item. Click Add to close the Add menu item tool. Click Save. The setup is complete. Libraries include two main sections: Left menu The list of available for the current user workspaces and folders. Main screen The screenshots of available documents. Documents are grouped by content type. For files larger than 20MB, the screenshots are not displayed. Available content types: All The general list of all the documents and folders in the workspace. Documents Files of MS Office, text documents, etc. Media Audio and video files. Other Other file formats. Supported files: documents: .xls[x], .doc[x],.pdf, .ppt,[x], .txt,.rtf media: .mp4,.m4v, .avi,.mov, .mpg,.wmv, .jpg,.jpeg, .png,.bmp, .gif,.wav, .aiff,.mp3, .aac,.ogg, .wma,.flac, .alac","title":"Libraries","component":"ctmobile-windows","version":"","name":"libraries","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/libraries.html","titles":[{"text":"Adding Libraries to the Menu","hash":"h2_480837523","id":1},{"text":"Using Libraries","hash":"h2_1939800943","id":2}]},"844":{"id":844,"text":"Table of Contents Adding Links to the Menu Add a Link Using Links The Links module allows a mobile user to work with external links from the CT Mobile app. To add the Links module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the LinkList item. Click Add to close the Add menu item tool. Click Save. The setup is complete. To add a new link to the Links module: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Select the Links item. On the right sigh of the screen, the links settings appear. Click the Create new category button to open the link editor. Enter Link Name, Description, URL. Enable Navigation to navigate a site within the mobile application. The number of links within a category is unlimited. Click Save. The link is added and will be available in the Links module of the mobile application. You can configure links. If a salesforce.com, CT Mobile attempts to send the session code in order to avoid repeated authorization in Salesforce. All links are sorted by category in the main menu. Tap a link in the left menu to view the link page. refresh the page use the history buttons to go to the previous page or the next one if enabled share the link","title":"Links","component":"ctmobile-windows","version":"","name":"links-list","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/links-list.html","titles":[{"text":"Adding Links to the Menu","hash":"h2_572404523","id":1},{"text":"Add a Link","hash":"h2_1089872434","id":2},{"text":"Using Links","hash":"h2_450857999","id":3}]},"845":{"id":845,"text":"The Nearby Accounts module allows you to observe the nearest accounts on the map. You can view the contacts and activities related to an account, and create activities. By default, records are grouped by the start date in decreasing order. You can select the appropriate list view. Add the Nearby Accounts module to the app menu. To use maps, specify the Bing Maps API key on the CT Mobile Control Panel: General tab. A field to store an address for the Account object should be specified on the CT Mobile Control Panel: General tab. An Activity object should be specified on CT Mobile Control Panel: Calendar tab. Create a field with the Lookup type from the Activity object to the Account object. To add the Nearby Accounts module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Nearby Accounts item. Click Add to close the Add menu item tool. Click Save. The setup is complete. If a mobile user has no access to the Internet, she still can continue to track the location of nearby accounts. For this purpose, download offline maps of the desired region using Wi-Fi in advance. Follow the instructions in Microsoft Support. List of Accounts, Contacts, or Activity records with the specified geolocation. By default, records are grouped by the start date in decreasing order. You can select the appropriate list view. To view related contacts, specify the API name of the required object on the CT Mobile Control Panel: General tab and add this object to offline objects. There should be a field with the Lookup type from the specified Contact object to the Account object. Based or not on the current location, view the location of the selected record on the map. Only the nearest marks are displayed depending on the selected mark and scale. A mark can contain an unlimited number of records depending on the geolocation of records and scale. The Bing Maps Tile System is used. Tap Nearby Accounts in the main menu to open a map centered on your current location (if enabled in the device settings). Tap a record in the left menu to open a record and center the map around the selected record. The record details from the compact layout will be displayed at the top of the mark. The alert will be shown if you tap an activity without specified geolocation. Tap on the map marker to open a list of related records. Tap to create an activity.","title":"Nearby Accounts","component":"ctmobile-windows","version":"","name":"nearby-accounts","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/nearby-accounts.html","titles":[{"text":"Requirements","hash":"h2_1037365166","id":1},{"text":"Adding Nearby Accounts to the Menu","hash":"h2_163800537","id":2},{"text":"Working with Nearby Accounts","hash":"h2_511018746","id":3},{"text":"Offline Maps","hash":"h3_356890148","id":4},{"text":"Left Menu","hash":"h3_908267922","id":5},{"text":"Main Screen","hash":"h3_449942769","id":6},{"text":"Available Options","hash":"h3_1243841833","id":7}]},"846":{"id":846,"text":"The Routes module allows you to build the optimal routes to the activities. Add the Routes module to the app menu. To use maps, specify the Bing Maps API key on the CT Mobile Control Panel: General tab. A field to store an address for the Account object should be specified on the CT Mobile Control Panel: General tab. The Activity object should be specified on CT Mobile Control Panel: Calendar tab. Add a field with the Lookup type from the Activity object to the Account object. To add the Routes module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Routes item. Click Add to close the Add menu item tool. Click Save. The setup is complete. If a mobile user has no access to the Internet, she still can continue to build routes. For this purpose, download offline maps of the desired region using Wi-Fi in advance. Follow the instructions in Microsoft Support. For the downloaded region, route building and route details are available. For unloaded regions, only main roads are available. Sections are sorted in ascending or descending order according to the day. The mobile user should have access to the start date field. Otherwise, if this field is blank, records will be randomly grouped in the section without a title. Records in the sections are sorted in ascending or descending order according to the start date—the records with the start date of the Date type are displayed first. Records will be grouped by day according to the Activity object with a title that contains the day, month, and year: Records are displayed by the start date of the Date type. Records are displayed by the start date of the Date/Time type. The available list views: All activities (default list view); List views of each object grouped by the object; All + name of the Activity object for objects without custom list views, e.g., All Events. The last selected list view will be displayed in the Routes module. Based or not on the current location, view the location of the selected record on the map. To build a route: Tap Routes in the main menu. Enable Use current location if the current device location will be included in the route. This option depends on GPS/Wi-Fi. Select the activities from the list. The maximum number of activities for a route is limited. For long-distance activities, a route cannot be built. A route cannot be built for the activities in the exact location, and the points will not be displayed. The route is built. Tap to view the navigation screen.","title":"Routes","component":"ctmobile-windows","version":"","name":"routes","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/routes.html","titles":[{"text":"Requirements","hash":"h2_1037365166","id":1},{"text":"Adding Routes to the Menu","hash":"h2_724838406","id":2},{"text":"Working with Routes","hash":"h2_70068769","id":3},{"text":"Offline Maps","hash":"h3_356890148","id":4},{"text":"Left Menu","hash":"h3_908267922","id":5},{"text":"Main Screen","hash":"h3_449942769","id":6},{"text":"Available Options","hash":"h3_1243841833","id":7}]},"847":{"id":847,"text":"Errors occur due to violation of the validation rules and sharing rules or due to insufficient profile access. The Errors menu item is intended to manage errors in one place and will be displayed: if the user postponed fixing errors on the record screen. The validation rule is violated on a record, and the user leaves the record screen. The start date of an activity record is later than the end date, and the user leaves the record screen. The required field is blank on a record or within the custom related list, and the user leaves the record screen. if you launched the sync process and sending changes to some records fails due to: Revoked access to some records. Insufficient access to a record or a field of the record, the required field is empty, etc. The list of error records is grouped by the object type. Each error record displays the text of the error. Tap to open the error screen. The list of error records is grouped by the object type. Each error record displays the text of the error. To view a record that was not synchronized and fix the issue, tap the error record. The record layout opens. The Custom Related List tab with an error on the parent record opens. To delete error records from the list: select one or several records and tap the Delete selected button. tap the Delete all button to delete all error records. All the changes made by the user are canceled. The previously synced records will be rollbacked to the state after the last successful synchronization. Unsynchronized records will be deleted.","title":"Errors Screen","component":"ctmobile-windows","version":"","name":"errors-screen","url":"/ctmobile-windows/knowledge-base/mobile-application/synchronization/errors-screen.html","titles":[{"text":"Actions with Error Records","hash":"h2_647782618","id":1}]},"848":{"id":848,"text":"To run fast synchronization, tap the Sync button in the top right corner of the Home Screen or long tap the Sync button and select Fast synchronization from the picklist. The mixed synchronization will be launched if certain conditions are met. The fast and mixed synchronization processes are not interrupted in case of errors with records. The unsynchronized records containing errors can be synchronized after the errors are corrected. During the fast or mixed synchronization, the application is available for work except for the Applications module. Data changes in the application, such as deletions, insertions, and updates, are sent to Salesforce. The changes in the audit fields of the current user’s record are sent to Salesforce. The clm__LastSyncDate__c field will be updated only if the previous synchronization was successful, but has been interrupted before the field sync date was updated. The system compares the date of the last successful synchronization in the clm__LastSyncDate__c field of the current user’s record with the date of the last metadata change in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup record for the current user’s profile (if this record exists) or for the current user’s Salesforce organization. To find out how to manually or automatically update the clm__MetadataLastModifiedDate__c field, go to Metadata Checker. If the date of the last metadata change is a date earlier than the date of the last successful synchronization, the application runs the fast synchronization; If the date of the last metadata change is later than the date of the last successful synchronization or not specified, the application runs the mixed synchronization to download metadata components and update the current database. Metadata components are downloaded from ZIP archive(s) or directly using administrator credentials depending on the CT Mobile package version. The cloud token should be valid to retrieve components from the ZIP archive(s). The synchronization process can proceed without a valid cloud token or administrator credentials, and in that case, validation rules, offline reports, and some operators in formulas might not operate properly. Records of the custom settings, custom metadata types, offline objects, and objects, which are necessary for activated modules, are downloaded if the value in the SystemModstamp field is a date later than the date of the last successful synchronization and a record matches the conditions set in related list filters. The audit fields of the current user record are updated. The clm__LastSyncDate__c field will be updated only if fast/mixed synchronization was successful or partially successful. This field shows that the actual information is downloaded on the device.","title":"Fast Synchronization","component":"ctmobile-windows","version":"","name":"fast-synchronization","url":"/ctmobile-windows/knowledge-base/mobile-application/synchronization/fast-synchronization.html","titles":[{"text":"Sync Steps","hash":"h2_266746590","id":1}]},"849":{"id":849,"text":"To run full synchronization, long tap the Sync button in the top right corner of the Home Screen and select Full synchronization from the picklist. The full synchronization is triggered when you run your first synchronization. During the full synchronization except for the first full synchronization, the application is locked. The full synchronization process will be interrupted in case of errors. Data changes in the application such as deletions, insertions, and updates are sent to Salesforce. The step is skipped during the first full synchronization because the database is empty. The changes in the audit fields of the current user record are sent to Salesforce. The change of the clm__LastSyncDate__c field will be updated only if the previous synchronization was successful, but has been interrupted before the field sync date was updated. Metadata components are downloaded. Metadata components are downloaded from ZIP archive(s) or directly using administrator credentials depending on the CT Mobile package version. The cloud token should be valid to retrieve components from the ZIP archive(s). The synchronization process can proceed without a valid cloud token or administrator credentials, and in that case, validation rules, offline reports, and some operators in formulas might not operate properly. The current data model: is created in case of the first full synchronization. is replaced by the newly updated in case of full synchronization. Records of the custom settings, custom metadata types, offline objects, and objects, which are necessary for activated modules, are downloaded if a record matches the conditions set in related list filters. The audit fields of the current user record are updated: The clm__LastSyncDate__c field will be updated only if the first full or full synchronization was successful. This field shows that the actual information is downloaded on the device.","title":"Full Synchronization","component":"ctmobile-windows","version":"","name":"full-synchronization","url":"/ctmobile-windows/knowledge-base/mobile-application/synchronization/full-synchronization.html","titles":[{"text":"Sync Steps","hash":"h2_266746590","id":1}]},"850":{"id":850,"text":"Synchronization is the process of aligning the CT Mobile data with Salesforce data. The process is divided into several stages and saved on each stage. The interrupted synchronization can be resumed from the last successful stage. The following articles help you to get familiar with the synchronization processes: Fast Synchronization Full Synchronization Other Synchronization Modes Validation Rules Errors Screen See also: Synchronization Launch Synchronization F.A.Q. Debug Console Sync Logs Sync Log Metadata Checker Metadata Archive","title":"Synchronization","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/mobile-application/synchronization/index.html","titles":[]},"851":{"id":851,"text":"This type of synchronization is triggered when the sync() method of JS Bridge is requested. The steps: The current record is sent to Salesforce. The child records, which are connected with the current record via the master-detail relationship, are sent to Salesforce. All uploaded data are stored in separate temporary storage. New data can replace the current data existing in the database only after the synchronization is completed. This helps to avoid data discard if synchronization is interrupted.","title":"Other Synchronization Modes","component":"ctmobile-windows","version":"","name":"other-synchronization-modes","url":"/ctmobile-windows/knowledge-base/mobile-application/synchronization/other-synchronization-modes.html","titles":[{"text":"Launch synchronization within CLM-presentation","hash":"h2_233027861","id":1}]},"852":{"id":852,"text":"Table of Contents Validation Logic for Records Validation Logic for Custom Related Lists User Permissions Example of a Validation Rule Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save a record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of true or false. Validation rules are retrieved by the CT Mobile app during synchronization as part of the metadata archive and then are applied offline. There are several limitations and conditions for validations applied on mobile devices that consider a correlation between synchronized records and the validation process: Synchronized records cannot be validated before the changes are introduced (on the record layout and custom related list). If changes are made in an already synchronized record, this record becomes unsynced. The following logic is applied for Activity records that were created in the Calendar or Nearby Accounts modules. After you create a record and open its layout (an unsynchronized record), the validation is performed on records of all tabs and custom related lists. When a synchronized record is changed, for example, a user changes one of the field values, all tabs will be validated, but records of custom related lists are not affected. If a record is created or changed on a custom related list, the parent record layout will not be validated. Errors that occur on a record of custom related lists are displayed in a separate section on the Errors screen. The mobile user should have the following permissions: All fields that are listed in validation rules must be available for editing for a mobile device user, otherwise, they won’t be able to correct the value that might be causing validation error. If a formula field is applied for validation, the data that is used for the formula must also be accessible for editing by a mobile user and loaded to the device for offline mode usage. For example, if the formula references another object. NOTE: If a formula field in the validation rule is set to perform a comparison of record ID fields with other values specified in the formula the second value must contain the same amount of characters as the first one, i.e. the right and the left parts of the comparison must match. For example, the ID field is compared to a specified ID number or another ID field. For example, for a Pharma Activity record the following rule is set: Please, use only 18-character ID fields in validation rules. AND($User.Id = '005b1230000000bKWH',TEXT(Status__c)='Cancelled')","title":"Validation Rules","component":"ctmobile-windows","version":"","name":"validation","url":"/ctmobile-windows/knowledge-base/mobile-application/synchronization/validation.html","titles":[{"text":"Validation Logic for Records","hash":"h2_1260268493","id":1},{"text":"Validation Logic for Custom Related Lists","hash":"h2_383652875","id":2},{"text":"User Permissions","hash":"h2_549128247","id":3},{"text":"Example of a Validation Rule","hash":"h2_1647137905","id":4}]},"853":{"id":853,"text":"The User object is a standard Salesforce object. Object API name: User The changes in the following fields of the current user’s record are sent to Salesforce and on the mobile device during each synchronization. The current user’s profile should have permission to edit the fields in the table below. Field API Name Type Description Device Model clm__DeviceModel__c Text(255) Available since CT Mobile package v. 3.65. Not in use. Device Token clm__DeviceToken__c Text(255) The unique identifier of the current user’s mobile device. According to that value, Salesforce defines the user device to send push notifications. If you authorize with the same credentials on several devices (but no more than 5), the field will contain the token of the last device on which you synchronized. Last Sync Date clm__LastSyncDate__c Date/time The date and time of any last successful synchronization. Mobile MAC clm__MobileMAC__c Text(255) Not in use. Mobile Version clm__MobileVersion__c Text(255) The version of the CT Mobile app on the current user’s mobile device. Operation System clm__DeviceOSVersion__c Text(255) The version of the OS of the current user’s mobile device.","title":"User","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/ct-presenter/clm-scheme/clm-user/index.html","titles":[]},"854":{"id":854,"text":"These permissions should be defined for all the fields (with clm prefix) of objects from the tables below. Object API Name Create Read Edit Delete Application clm__Application__c + Application Stats clm__ApplicationStats__c + + + Custom Scenario clm__CustomScenario__c + + + + Placeholder clm__Placeholder__c Slide clm__Slide__c + Sync Log clm__SyncLog__c + + + Template clm__Template__c Widget clm__Widget__c Object API Name Create Read Edit Delete Application clm__Application__c + + + + Application Stats clm__ApplicationStats__c + + + Custom Scenario clm__CustomScenario__c + + + + Placeholder clm__Placeholder__c + + + + Slide clm__Slide__c + + + + Sync Log clm__SyncLog__c + + + Template clm__Template__c + + + + Widget clm__Widget__c + + + +","title":"User Permissions","component":"ctmobile-windows","version":"","name":"user-permissions","url":"/ctmobile-windows/knowledge-base/ct-presenter/clm-scheme/clm-user/user-permissions.html","titles":[{"text":"Representative","hash":"h2_539802811","id":1},{"text":"Product Manager / Creative Agency","hash":"_product_manager_creative_agency","id":2}]},"855":{"id":855,"text":"Table of Contents Administrator Credentials Reset Settings Reset the CT Mobile Settings to default Download metadata archive Refresh metadata archive Refresh CTM Settings Remove metadata archive from the server Additional Settings New Settings Only Scheduled metadata check Cloud Token Content Restore Production ID The Tools tab is intended to set up the security parameters for the proper operation of the CT Mobile app. The interface may vary according to the CT Mobile package version and environments. The current interface is related to the production environment. For users of CT Mobile package version below 3.54. Specify the Login, Password, and Token fields. Please refer to the Security Token article for additional information. CT Mobile receives metadata components within a ZIP archive. Administrator credentials should be valid to retrieve metadata components from ZIP-archive. If the mobile user is the administrator, all data and metadata will be downloaded directly. The synchronization process can proceed without using administrator credentials and ZIP-archive with metadata components. In that case, some functionality, for example, validation rules, will not operate properly. The Administrator profile must have the Modify All and Modify Metadata Through Metadata API Functions permission, the assigned CT Mobile Administrator permission set, and access to all fields and objects. It is highly recommended to set up a separate Administrator account that would not be used elsewhere by anyone else. This will help to avoid account lock-out in the future. It is recommended to turn off password expiration for the Administrator profile, go to Setup → Users → Profiles → select the required profile → Administrative Permissions → set a flag next to Password Never Expires. Administrator credentials are stored encrypted in Salesforce. The downloading of metadata during the synchronization process includes the following steps: User authorization, uploading the general settings. The Modify All permission verification. If the user has the Modify All permission, all further requests are made on behalf of this user. Otherwise, the system proceeds to the steps described below. If ZIP-archive with metadata components has been generated, the application downloads it. Otherwise, the system proceeds to the next step. Requesting the encrypted administrator credentials. Receiving the encrypted administrator credentials. The system attempts to decrypt credentials and log in. If the authorization is successful, the system sends requests for validation rules metadata and UserRole guide data. After that, the session completes, and all further requests are sent on behalf of the current user. Settings can be reset to those configured when the CT Mobile package was installed for the first time. This action is irreversible. Use the Download metadata archive button to download the metadata archive on the device. It can be useful for QA support in case of any issues with CT Mobile. Use the Refresh metadata archive button to refresh the metadata archive instead of the manual metadata archive collecting. This button is displayed only for users with the Modify All permission or who have been assigned the CT Mobile Administrator permission set. Use the Refresh CTM Settings button to correct consistency errors between CTM Settings and Custom Settings. All records of CTM Settings will be deleted and re-created according to the corresponding records of custom settings. Click four times on the Administrator Credentials inscription to display the hidden setting. CTM Settings record with the custom record types will not be deleted. Use the Remove metadata archive from the server button to remove the metadata archive from the server. This option is useful for QA purposes. Click four times on the Administrator Credentials inscription to display the hidden setting. When enabling the setting: Records of Menu Settings and Offline Objects and Related List Filters corresponding to the CTM Settings records will be deleted and will not be created when new settings are saved in the CT Mobile Control Panel. The CTM Settings record with the Offline Object record type and the New Settings Only value in the Description field is created. The Refresh CTM Settings button will be hidden after the page is refreshed. When turning off the setting: Records of Menu Settings and Offline Objects and Related List Filters are created based on the CTM Settings records. New settings in the CT Mobile Control Panel will be saved as CTM Settings and corresponding custom parameter records. The CTM Settings record with the Offline Object record type and the New Settings Only value in the Description field will be deleted. On CTM Settings records, the External Id field will be filled in. The Refresh CTM Settings button will be available after refreshing the page. Metadata Checker is intended to track any changes in the metadata components used in the CT Mobile app. This option helps maintain metadata consistency by rebuilding the metadata archive to reduce sync times and API calls. This toggle is displayed only for users with the Modify All permission or who have been assigned the CT Mobile Administrator permission set. To use cloud token, check remote site settings. Click Show to view the cloud token value. Click the Refresh button to update a cloud token. The cloud token update is necessary in case of a cloned sandbox. Also, the corresponding record should be activated again in Remote Site Settings. When the current token is changed, the previous one is stored in the Cloud-token-history document in the CT СLM folder. To view the history of token modifications, switch to Salesforce Classic, then go to the Documents → CT CLM → open the cloud-token-history document. Cloud token: is a password, which encrypts a data dump before sending it to the support via e-mail or to Salesforce, depending on settings in CT Mobile Control Panel: General. is a part of the salt key that is used for encrypting administrator credentials. is used to create an archive with actual metadata of the current Salesforce organization and download this metadata archive to the device. is used when sending requests to external CT CLM services, such as: creating and updating slides in the Application Editor, including PowerPoint and PDF files converting. the Plain Applications Editor, including PowerPoint files converting. the Remote Detailing functionality for CT Mobile iOS and CT Mobile Windows users. Available only in the Sandbox environments. This option helps you keep data consistent and make CLM presentations on the Customertimes server available to your Sandbox environment. All slide screenshots, attachments, and sources of CLM presentations available in your Production org are stored on the Customertimes server in the folder named the Org ID of this Production org. When you created the Sandbox, enter the Org ID of the Production org and click Copy to copy all sources of all active CLM presentations from this folder to the folder named the Org ID of the Sandbox environment. CLM presentations will be available for the Remote Detailing and Self Detailing meetings launched from the Sandbox environment.","title":"CT Mobile Control Panel: Tools","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-tools/index.html","titles":[{"text":"Administrator Credentials","hash":"h2_203730205","id":1},{"text":"Reset Settings","hash":"h2_1555872262","id":2},{"text":"Reset the CT Mobile Settings to default","hash":"h3_89412886","id":3},{"text":"Download metadata archive","hash":"h3_847464003","id":4},{"text":"Refresh metadata archive","hash":"h3_1003786176","id":5},{"text":"Refresh CTM Settings","hash":"h3_1658362952","id":6},{"text":"Remove metadata archive from the server","hash":"h3_1380764274","id":7},{"text":"Additional Settings","hash":"h2_682569336","id":8},{"text":"New Settings Only","hash":"h3_840249901","id":9},{"text":"Scheduled metadata check","hash":"h3_1876917838","id":10},{"text":"Cloud Token","hash":"h3_2011978","id":11},{"text":"Content Restore","hash":"h2_682665167","id":12},{"text":"Production ID","hash":"h3_964087610","id":13}]},"856":{"id":856,"text":"For users of CT Mobile package version below 3.54. When you access Salesforce from an IP address that’s outside your company’s trusted IP range using a desktop client or the API, you need a security token to log in. A security token is a case-sensitive alphanumeric code that you append to your password or enter in a separate field in a client application. In case the security token is expired, some application functionality may be unavailable. The log will contain the following message: «Administrator credentials are not valid. Validation rules and dashboards may work not properly in offline mode». To update the security token: Go to Setup → Users → Profiles and click the profile of your org administrator. Look for the Login IP Ranges section and back up all the settings for further use. Delete all the settings from the Login IP Ranges section. Go to Profile Settings. In the Reset My Security Token section, click Reset Security Token to send the new security token to your email address. Go to the CT Mobile Control Panel: Tools tab. Insert your new security token in the Token field. Click Save. Go to Setup → Users → Profiles and click the profile of your org administrator. In the Login IP Ranges section, restore all the settings. The security token is updated, and the application is ready for use. Run the full synchronization of the mobile app to apply the changes.","title":"Security Token","component":"ctmobile-windows","version":"","name":"security-token","url":"/ctmobile-windows/knowledge-base/configuration-guide/ct-mobile-control-panel/ct-mobile-control-panel-tools/security-token.html","titles":[{"text":"Updating Security Token","hash":"h2_597823325","id":1}]},"857":{"id":857,"text":"The method of JS Bridge functionality is intended to exit from the CLM presentation without confirmation. Available in the Sales CT Orders. ctm.autoExitPresenter(handler) Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.autoExitPresenter(handler) ctm.autoExitPresenter(function(response){ console.log('Exiting', response); }) The results: { \"success\": true, }","title":"ctm.autoExitPresenter","component":"ctmobile-windows","version":"","name":"ctm-autoexitpresenter","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-accessing-external-functionality/ctm-autoexitpresenter.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"858":{"id":858,"text":"The following methods are used to access external functionality within CLM presentations. ctm.autoExitPresenter","title":"Methods for Accessing External Functionality","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-accessing-external-functionality/index.html","titles":[]},"859":{"id":859,"text":"The method of the JS Bridge functionality is intended to add a dislike to the current slide. Likes are stored in the record of the Application Stats object. ctm.dislike() Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.dislike() ctm.dislike( function(response){ console.log('Result', response); }) The results: { \"success\": true\" }","title":"ctm.dislike","component":"ctmobile-windows","version":"","name":"ctm-dislike","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-clm-presentation-control/ctm-dislike.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"860":{"id":860,"text":"The method of the JS Bridge functionality is intended to add a like to the current slide. Likes are stored in the record of the Application Stats object. ctm.like() Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.like() ctm.like( function(response){ console.log('Result', response); }) The results: { \"success\": true\" }","title":"ctm.like","component":"ctmobile-windows","version":"","name":"ctm-like","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-clm-presentation-control/ctm-like.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"861":{"id":861,"text":"The method of JS Bridge functionality is intended to disable button controls and navigation feed with slides by using double tap and specified parameters. Also, it is possible to specify additional logic with the desired parameters if you are using a custom CT Mobile app. ctm.setOptions({ \"param1\": \"value1\", \"param2\": \"value2\" }) disableAllMenu: to disable button controls and navigation feed with slides; disableBottomMenu: to disable navigation feed with slides; disableSideMenu: to disable button controls. ctm.setOptions(disableAllMenu: false, disableBottomMenu: false, disableSideMenu: false);","title":"ctm.setOptions","component":"ctmobile-windows","version":"","name":"ctm-setoptions","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-clm-presentation-control/ctm-setoptions.html","titles":[{"text":"Query Format","hash":"h2_905745855","id":1}]},"862":{"id":862,"text":"The following methods are used to manage actions within CLM presentations. ctm.like ctm.dislike ctm.setOptions","title":"Methods for CLM Presentation Control","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-clm-presentation-control/index.html","titles":[]},"863":{"id":863,"text":"Here are HTML code examples that can be used to navigate within CLM presentations in CT Mobile app along with JS Bridge methods, gestures, and button controls. To jump from the current slide to the slide by its branch number in the clm__Branch__c field and the order number in the clm__Order__c field, add the following code into the current slide markup: For more information about slide navigation, refer to Navigation in CLM Presentations. Available with the Remote Detailing functionality. The slide's link №23 To switch from the current slide to a slide in another CLM presentation, add a label to the clm__APPID__c of the desired CLM presentation record and add the following code into the current slide markup, where appID is the label to the clm__APPID__c field: The link to the CLM presentation To open the first slide of the scenario, add a label to the clm__APPID__c of the desired CLM presentation record, specify the scenario label in the clm__ScenarioName__c of the desired Scenario record, and add the following code into the current slide markup, where the appID is the label to the clm__APPID__c field and scenario_name is the label from the clm__ScenarioName__c field: The link to the scenario of the CLM presentation","title":"Changing Slides","component":"ctmobile-windows","version":"","name":"changing-slides","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-clm-presentation-navigation/changing-slides.html","titles":[]},"864":{"id":864,"text":"The method is intended to jump to the first slide of the selected branch. The slide number is specified in the Order field of the Slide record. CTAPPgoToFirst() CTAPPgoToFirst() The link to the first slide in the branch","title":"CTAPPgoToFirst","component":"ctmobile-windows","version":"","name":"ctappgotofirst","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-clm-presentation-navigation/ctappgotofirst.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Query Example","hash":"h2_442663712","id":2}]},"865":{"id":865,"text":"The method is intended to jump to the next slide of the selected branch. The slide number is specified in the Order field of the Slide record. CTAPPgoToNext() CTAPPgoToNext() The link to the next slide","title":"CTAPPgoToNext","component":"ctmobile-windows","version":"","name":"ctappgotonext","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-clm-presentation-navigation/ctappgotonext.html","titles":[{"text":"Query format","hash":"h2_905713055","id":1},{"text":"Query example","hash":"h2_442663712","id":2}]},"866":{"id":866,"text":"The method is intended to jump to the previous slide of the selected branch. The slide number is specified in the Order field of the Slide record. CTAPPgoToPrevious() CTAPPgoToPrevious() The link to the previous slide ","title":"CTAPPgoToPrevious","component":"ctmobile-windows","version":"","name":"ctappgotoprevious","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-clm-presentation-navigation/ctappgotoprevious.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Query Example","hash":"h2_442663712","id":2}]},"867":{"id":867,"text":"The method is intended to jump to a specific slide in any branch but only in the forward direction in the following sequence: Transition to the slide in the current branch. If there is no slide in the current branch, a transition to the slide belonging to another branch is performed. The slide number is specified in the Order field of the Slide record. CTAPPgoToSlide(number) CTAPPgoToSlide('23') The link to the slide № 23 ","title":"CTAPPgoToSlide","component":"ctmobile-windows","version":"","name":"ctappgotoslide","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-clm-presentation-navigation/ctappgotoslide.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Query Example","hash":"h2_442663712","id":2}]},"868":{"id":868,"text":"The Jump-to-Slide functionality allows using links to other slides within a CLM presentation or to slides in other CLM presentations. To enable this feature, place either of the following functions within an HTMl tag, as the href parameter, or update the document. CTAPPgoToSlide CTAPPgoToFirst CTAPPgoToPrevious CTAPPgoToNext Changing Slides","title":"Methods for CLM Presentation Navigation","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-clm-presentation-navigation/index.html","titles":[]},"869":{"id":869,"text":"If the CLM presentation is launched on the Activity record, it is possible to display values from the records related to the Activity record. You can create, insert, update, or delete CRM data. The common use cases: CLM presentation personalization. Create Activity Data for Order Taking or Stock-Taking. Create contacts on a slide. Displaying of required data using markers in the {!Object.Field} format. The label markups should be in the {!CTPHARMA__Activity__c.Id} format. The following label must be placed in the slide markup, and the JavaScript file connected to the slide had to refer to that variable. For example, use the ctm.query method on the slide markup to display the record of the parent object: ctm.query(\"SELECT id FROM Account WHERE id IN (SELECT AccountId__c FROM Activity__c WHERE id = '{!Activity__c.Id}'\") Or you can display child records of the Activity record: ctm.query(\"SELECT id FROM CTPHARMA__ActivityData__c WHERE CTPHARMA__ActivityId__c = '{!CTPHARMA__Activity__c.Id}'\")","title":"CRM Data Display","component":"ctmobile-windows","version":"","name":"crm-data-display","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/crm-data-display.html","titles":[]},"870":{"id":870,"text":"The method of JS Bridge functionality is intended to bulk create records of offline objects: the user profile should have permission to create records of the required object; permission to create the required offline object is allowed. ctm.create([SObject], handler) SObject is the JS object that indicates the API name of the offline object and a list of fields with values. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.create([{\"SObject\": \"Account\", \"Name\": \"Google, Inc\"}]) var sObjArray = []; var sObj = { SObject: \"Account\", Name: \"Test Account\", Phone: \"123-45-67\", Type: \"Prospect\" }; sObjArray.push(sObj); ctm.create(sObjArray, function(createResponse){ console.log('New record Id', createResponse.result[0].Id); }) var createString = '[{\"SObject\":\"Account\", \"Name\":\"Test Account\"}, {\"SObject\":\"Account\", \"Name\":\"Sample Account\"}]'; var createObject = JSON.parse(createString); ctm.create(createObject, function(response){ console.log('Create result', response); }) The result: { \"result\": [ { \"Id\": \"DSFS-2342-TYRE-ADSFBA374Q8RQ8\", \"Name\": \"Google, Inc\" } ], \"success\": true, }","title":"ctm.create","component":"ctmobile-windows","version":"","name":"ctm-create","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-create.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"871":{"id":871,"text":"The method of the JS Bridge functionality is intended to bulk delete fields of records of offline objects: the user profile should have permission to delete records of the required object. permission to delete the required offline object is allowed. ctm.delete([SObject], handler) SObject is the JS object that indicates the API name of the offline object and the ID of the record to delete. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.delete([{\"SObject\": \"Account\", \"Id\":\"a0y1w000000Ck4x\"}]) var deleteString = '[{\"SObject\":\"Account\", \"Id\": \"DSFS-2342-TYRE-ADSFBA374Q8RQ8\"}]'; var deleteObject = JSON.parse(deleteString); ctm.delete(deleteObject, function(response){ console.log('Delete result', response); }) The result: { \"result\": [ { \"Id\": \"a0y1w000000Ck4x\" } ], \"success\": true, }","title":"ctm.delete","component":"ctmobile-windows","version":"","name":"ctm-delete","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-delete.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"872":{"id":872,"text":"The method of JS Bridge functionality is intended to obtain a local path to the file attachment of the Attachment or ContentVersion objects by using their ID. ctm.getFile(Id) Id is the ID of the Attachment record that should start from 00P or the ID of the ContentVersion record that should start with 068. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.getFile(“0681w000000GkoIAAS”) ctm.getFile(Id, function(response){ console.log('Result', response); }) The result: { \"response\": \"/private/var/mobile/Containers/Data/Application/6404F6A1-0A03-434A-A1C9-CB189141BC45/tmp/library1.png\" }","title":"ctm.getFile","component":"ctmobile-windows","version":"","name":"ctm-getfile","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-getfile.html","titles":[{"text":"Query format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"873":{"id":873,"text":"The method of JS Bridge functionality is intended to make requests to data tables and receive records by criteria. ctm.query(string,handler) The string is the required SOQL query. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.query('SELECT Id, Name FROM Account WHERE Name = \"Google, Inc\"') ctm.query(query, function(response){ console.log('Query result', response); }) The result: { \"result\": [ { \"Id\": \"2233445566\", \"Name\": \"Sample Account\" }, ], \"success\": true, \"rows\": 1 }","title":"ctm.query","component":"ctmobile-windows","version":"","name":"ctm-query","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-query.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"874":{"id":874,"text":"The method of JS Bridge functionality is intended to save the file attachment as the Attachment object. ctm.storeFile([Name, ParentId, File_url], handler) Name is the name and extension that will be assigned to the file attachment; ParentId is the ID of the record that stores the file attachment; File_url is a local path that can be obtained with the ctm.getFile method. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.storeFile({\"Name\": \"product_photo.png\", \"ParentId\":\"0011w00000HUnzr\", \"File_url\": \"/private/var/mobile/Containers/Data/Application/6404F6A1-0A03-434A-A1C9-CB189141BC45/tmp/photo (Monday, 15 July 2019 at 15:11:55 Moscow Standard Time).png\"}) var storeString = '{\"name\":\"test.png\", \"parentId\": \"DSFS-2342-TYRE-ADSFBA374Q8RQ8\", \"file_url\": \"/var/mobile/containers/Data/{PATH_TO_PHOTO}\"}'; var storeObject = JSON.parse(storeString); ctm.storeFile(storeObject, function(response){ console.log('Create file result', response); }) The result: { \"success\":true, \"id\":\"00P-EDCEEA4B-A8D6-4E9A-ADFB-DE81FF6C5551\" }","title":"ctm.storeFile","component":"ctmobile-windows","version":"","name":"ctm-storefile","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-storefile.html","titles":[{"text":"Query format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"875":{"id":875,"text":"The method of JS Bridge functionality is intended to bulk edit fields of offline objects if the current user has permission to edit records of the appropriate object and access to fields of that object. ctm.update([SObject], handler) SObject is the JS object that indicates the API name of the offline object, the ID of the record to update, and a list of fields with values. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.update([{\"SObject\": \"Account\", \"Id\":\"0011w00000VFNzC\", \"Name\": \"IBM\"}]) var updateString = '[{\"SObject\":\"Account\", , \"Id\": \"DSFS-2342-TYRE-ADSFBA374Q8RQ8\", \"Name\":\"Test Account\"}]'; var updateObject = JSON.parse(updateString); ctm.update(updateObject, function(response){ console.log('Update result', response); }) The result: { \"result\": [ { \"Id\": \"0011w00000VFNzC\", \"Name\": \"IBM\" } ], \"success\": true, }","title":"ctm.update","component":"ctmobile-windows","version":"","name":"ctm-update","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-update.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_441581376","id":2}]},"876":{"id":876,"text":"The following methods are used to interact with CRM data within CLM presentations. CRM Data Display Opening Attached Files ctm.query ctm.create ctm.update ctm.delete ctm.getFile ctm.storeFile","title":"Methods for Interaction with CRM Data","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/index.html","titles":[]},"877":{"id":877,"text":"The CT Mobile app allows opening the attached files in a native window. The opened files may be sent to an email address. To open the PDF file, for example,filename.pdf from attachments of the CLM presentation: Link to file To open a file from the sources.zip with the filename name: window.open(filename) This method also works via the Remote Detailing session. To open any file from the sources.zip, use the following according to the path: src=\"file.pdf\" src=\"folder/image.png\" Also, it is possible to launch the script from the sources.zip using the path to it: ","title":"Opening Attached Files","component":"ctmobile-windows","version":"","name":"opening-attached-files","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/opening-attached-files.html","titles":[]},"878":{"id":878,"text":"The method of the JS Bridge functionality is intended to determine the started meeting type, such as Remote Detailing or Self Detailing. According to the meeting type, certain JS Bridge methods will be available. For more information, refer to JS Bridge Methods Availability. ctm.getAppEnv(env) env is the meeting type. The available responses: rd for the Remote Detailing meeting sd for the Self Detailing meeting Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.getAppEnv((env) => console.log('current app env', env)); The result: response rd current app env rd","title":"ctm.getAppEnv","component":"ctmobile-windows","version":"","name":"ctm-getappenv","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-remote-detailing-2-0/ctm-getappenv.html","titles":[{"text":"Query Format","hash":"h2_905745855","id":1},{"text":"Handler","hash":"h2_908049738","id":2}]},"879":{"id":879,"text":"The method of JS Bridge functionality is intended to return to the user role, who launched the Remote Detailing or Self Detailing meeting. ctm.getUserType(userType) userType is the user role in the Remote Detailing or Self Detailing meeting. Available responses: presenter if the current user is the presenter. guest if the current user is the guest. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.getUserType((userType) => ('type of user', userType); The result: response presenter type of of user presenter","title":"ctm.getUserType","component":"ctmobile-windows","version":"","name":"ctm-getusertype","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-remote-detailing-2-0/ctm-getusertype.html","titles":[{"text":"Query Format","hash":"h2_905745855","id":1},{"text":"Handler","hash":"h2_908049738","id":2}]},"880":{"id":880,"text":"The method of JS Bridge functionality is intended to return the Id of the Activity record, from which the Remote Detailing or Self Detailing meeting was launched. ctm.getVisitId(visitId) visitId is the Id of the corresponding Activity record. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.getVisitId((visitId) => console.log('id of visit', visitId)); The result: response a031t00000zmm8IAAQ id of visit a031t00000zmm8IAAQ","title":"ctm.getVisitId","component":"ctmobile-windows","version":"","name":"ctm-getvisitid","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-remote-detailing-2-0/ctm-getvisitid.html","titles":[{"text":"Query Format","hash":"h2_905745855","id":1},{"text":"Handler","hash":"h2_908049738","id":2}]},"881":{"id":881,"text":"The method of JS Bridge functionality is intended to make secure requests to data tables and receive records by criteria during the Self Detailing meetings. The corresponding CTM Setting record of the Remote Detailing Request type is required. ctm.secureQuery({alias:'alias', param:'param'}, handler) alias is an alias for the query that is stored on the Salesforce side. param is the condition for the query (optionally). Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.secureQuery({ alias: 'retrieve_account' , params: { name: 'test%' }}, function(res) { console.log('Response: ', res); }); The result: ctm.secureQuery({ alias: 'retrieve_account' , params: { name: 'Name from input parameter' }}, function(res) { console.log('Response: ', res); });","title":"ctm.secureQuery","component":"ctmobile-windows","version":"","name":"ctm-securequery","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-remote-detailing-2-0/ctm-securequery.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"882":{"id":882,"text":"The following methods are available in CLM presentations during Remote Detailing 2.0 and Self Detailing 2.0 meetings. ctm.getAppEnv ctm.getUserType ctm.getVisitId ctm.secureQuery","title":"Methods for Remote Detailing 2.0","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/ct-presenter/js-bridge-api/methods-for-remote-detailing-2-0/index.html","titles":[]},"883":{"id":883,"text":"A presenter can launch the CLM presentation from Salesforce or within the CT Mobile app. Participants should have an invite link to view a remote CLM presentation. Before using the Remote Detailing functionality, specify the Remote Detailing settings and user permissions. Remote Detailing Launch: the CT Mobile app Remote Detailing Launch: Salesforce Side Remote Detailing Launch: Microsoft Teams","title":"Remote Detailing Launch","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-launch/index.html","titles":[]},"884":{"id":884,"text":"Table of Contents Teams Meeting: Presenter Adding the CT Presenter app Sharing CLM Presentations Teams Meeting: Guest Add the CT Presenter app to share CLM presentations during the Teams meeting. Due to Microsoft restrictions, the presenter has to use the Teams desktop app. Click here to download the app. To add the CT Presenter app: For more details, refer to Use apps in Teams meetings. To add an app before a Teams meeting, send the Teams meeting invite and then open the Teams meeting. Select Add → and choose the CT Presenter app. Next, open the CT Presenter app, click Login via Salesforce, enter your Salesforce credentials, and click Log In. To add an app during a Teams meeting, select More actions → Add an app → and choose the CT Presenter app. To share CLM presentations during the Teams meeting: Before the Teams meeting, the presenter should create the invite link, add the desired CLM presentations, and copy the Metting ID. For more information, refer to Remote Detailing Launch: Salesforce Side. Click the CT Presenter app. Click Login via Salesforce, enter your Salesforce credentials, and click Log In. Next, click Allow in the pop-up to allow CT Presenter access to your Salesforce org. If you added the CT Presenter app to Teams before the meeting and already logged in to Salesforce, this step is skipped. Enter the Meeting ID and click Select. Click Save to start sharing CLM presentations. Wait for attendees to join and click Admit to add an attendee from the lobby to the Teams meeting. When all attendees are at the meeting, click on the sidebar menu to share CLM presentations. To finish the Teams meeting, click Leave. All statistics will be saved on the corresponding Activity record. Due to Microsoft restrictions, attendees have to use the Teams desktop or mobile app. Click to download the app. To view CLM presentations: Accept and open the Teams meeting. Wait in the lobby till the presenter admits your access. Teams for Desktop Teams for Mobile To finish the Teams meeting, click Leave.","title":"Remote Detailing Launch: Microsoft Teams","component":"ctmobile-windows","version":"","name":"remote-detailing-launch-microsoft-teams","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-launch/remote-detailing-launch-microsoft-teams.html","titles":[{"text":"Teams Meeting: Presenter","hash":"h2_1891700817","id":1},{"text":"Adding the CT Presenter app","hash":"h3_1372777784","id":2},{"text":"Sharing CLM Presentations","hash":"h2_69426591","id":3},{"text":"Teams Meeting: Guest","hash":"h2_1681911843","id":4}]},"885":{"id":885,"text":"Table of Contents On Application Record Add the Remote Detailing button Launch the Remote Detailing session On Activity Record Add the custom field for the invite Launch the Remote Detailing session Error Handling In Salesforce, launch a CLM presentation on the Application or Activity record. A presenter can invite participants by sending the invite link from Salesforce. Only the Remote Detailing meeting can be started from the Application record. The Remote Detailing and Self Detailing buttons in Salesforce Classic are no longer supported. In the Lightning Experience, tap the Remote Detailing button on an Application record to create a new Activity record with an invite link. To add the button to generate an invite link on the Application object page layout: Go to Setup → Object Manager → Application→ Page Layouts. Open the appropriate page layout. Go to the Mobile & Lightning Actions section. Drag and drop the Remote Detailing button on the page layout. Click Save. The Remote Detailing button is added. To launch the Remote Detailing meeting: Click the Remote Detailing button on the Application record page. On the Preparing stage, create a new Activity record by selecting the Activity object, selecting a record type, and clicking Next. The Activity Type field contains only Activity objects available for the current user; The Record Type field contains record types for the selected Activity object if these record types are available for the current user. In the next stages: In case of any errors, the error message will be displayed at the appropriate stage. Activity Creation: the new Activity record of the selected record type will be created. Requesting RD Session: the invite link generation. Starting RD Session: launch of the Remote Detailing meeting. After all stages, the Remote Detailing meeting opens in the new tab. Click the Presenter Login button to join as a presenter. If you logged in as a guest, click the Log out button. Enter your username and an e-mail (optionally) and click Join to enter as a participant. A presenter can invite participants by sending the invite link that is stored in the specified custom field on the Activity record in Salesforce. Specify the desired record type of the Activity object in the Apex trigger to launch the Remote Detailing or Self Detsiling meeting. Optionally, specify a Salesforce workflow to send an email/SMS/etc. to the contact of the Activity record after generating an invite link for this record. To add a custom field on the Activity page layout: Go to Setup → Object Manager → click an Activity object → Fields & Relationships. Click New. Create a field with the URL data type. The API name can be, e.g., RDLink__c. Specify the API name of the field in the Link Field on the CT Mobile Control Panel: Presenter tab. Click Save. Go to the Page Layout section. Open the appropriate page or mobile layout. Drag and drop the field from step 3 to the layout. Click Save. The field is created. To launch the Remote Detailing meeting: Create a new Activity record. Click th Applications button. In the Applications window, select the available CLM presentations for the Remote Detailing meetings. You can specify the IDs of CLM presentation(s) as a default value for the ApplicationIds__c field or create your custom process to populate the ApplicationIds__c field. After a while, the specific field will be populated with the invite link, for the Remote Detailing or Self Detailing meeting, according to Remote Detailing Setup. For the Remote Detailing meeting click the invite link in the specific field: Click the Presenter Login button to join as a presenter. If you logged in as a guest, click the Log out button. Click the invite link. Enter your username and an e-mail (optionally) and click Join to enter as a participant. For the Self Detailing meeting, copy the invite link and send it to the participant. Errors may occur during creating an Activity record for a Remote Detailing meeting. When a user adds CLM presentations to the Activity record, an error occurs if: at least one CLM presentation is not found on a server at least one CLM presentation is not active at least one CLM presentation is not available for remote detailing In this case, the Oops! Renew slides for the applications you selected and recreate the activity message will be displayed. The user will receive an email in the following format: REMOTE DETAILING NOTIFICATION Failed to create RD link for the Activity: Renew slides for the application(s) and recreate the activity: When a user launches the Remote Detailing meeting, an error occurs if: the user does not have permission to do so. The RD is not enabled for this profile message will be displayed. the user has no permission to read the following CLM presentations. During the Remote Detailing meeting, the user will see allowed CLM presentations, and Remote Detailing notifies the user of the list of hidden CLM presentations. CLM presentations for this meeting are no more available for Remote Detailing. During the Remote Detailing meeting, the user will see CLM presentations available for Remote Detailing, and Remote Detailing notifies the user of the list of hidden CLM presentations. CLM presentations are no more active. During the Remote Detailing meeting, the user will see only active CLM presentations, and Remote Detailing notifies the user of the list of hidden CLM presentations.","title":"Remote Detailing Launch: Salesforce Side","component":"ctmobile-windows","version":"","name":"remote-detailing-launch-salesforce-side","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-launch/remote-detailing-launch-salesforce-side.html","titles":[{"text":"On Application Record","hash":"h2_1396626265","id":1},{"text":"Add the Remote Detailing button","hash":"h3_1371461765","id":2},{"text":"Launch the Remote Detailing session","hash":"h3_1411649707","id":3},{"text":"On Activity Record","hash":"h2_1956969773","id":4},{"text":"Add the custom field for the invite","hash":"h3_2144641458","id":5},{"text":"Launch the Remote Detailing session","hash":"h3_69490032","id":6},{"text":"Error Handling","hash":"h3_135274013","id":7}]},"886":{"id":886,"text":"A presenter can start a remote CLM presentation for participants by tapping the invite link that is stored in the specified field on the Activity record screen in the CT Mobile app. The invite link for Remote Detailing can be created for PC, tablets, and mobile phones. The invite link for Self Detailing can be created for tablets and mobile phones. Optionally, specify a Salesforce workflow to send an email/SMS/etc. to the [.object]#Contact of the Activity record after generating an invite link for this record. # To add a custom field on the Activity page layout: Go to Setup → Object Manager → click an Activity object → Fields & Relationships. Click New. Create a field with the URL type. The API name can be, e.g., RDLink__c. The field to store an invite same API name on any Activity object for the Remote Detailing meeting. Click Save. Go to the Page Layout section. Open the appropriate page or mobile layout. Drag and drop the field from step 3 to the layout. Click Save. The field is created. If the activity was created on the mobile device and has not been synchronized yet, the presenter should perform quick record synchronization or fast synchronization. For the Remote Detailing meeting, click the invite link in the specific field: As the presenter, the CLM presentation window opens and the remote CLM presentation starts with no need to enter credentials. To join as a participant, tap the invite link. In the CLM presentation window, tap the Log out button. On the Welcome screen, enter your username and an e-mail (optionally) and tap Join to enter the meeting. For the Self Detailing meeting, copy the invite link and send it to the participant.","title":"Remote Detailing Launch: the CT Mobile app","component":"ctmobile-windows","version":"","name":"remote-detailing-launch-the-ct-mobile-app","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-launch/remote-detailing-launch-the-ct-mobile-app.html","titles":[{"text":"Add the custom field for the invite","hash":"h3_2144641458","id":1},{"text":"Launch the Remote Detailing session","hash":"h3_1411649707","id":2}]},"887":{"id":887,"text":"Table of Contents Remote Detailing Self Detailing Logo at the Waiting screen Configure the Remote Detailing functionality according to the appropriate mode, and, optionally, specify the Remote Detailing logo for the participant’s Waiting… screen. Follow the steps to configure the Remote Detailing functionality: The presenter profile should have access to the clm.Rest_OnlinePresenter class, to the Application, Application Stats, Slide, and Custom Scenario objects. To obtain access, assign one of the pre-configured permission sets. Check the cloud token is specified and valid. Check that the records per each trigger are active in Trigger Settings. Specify access to the CLM presentation(s) for Remote Detailing users. On the CT Mobile Control Panel: Calendar tab, specify the API name of the Activity object and the API name for the Activity Start Date field. Add the Apex trigger and classes to provide statistics collecting and generate the invite link. For the Apex trigger, specify the API name of the Activity object from step 4. On the CT Mobile Control Panel: Presenter tab, enable the Remote Detailing functionality and specify options. Add the Applications button to create the CLM presentation set for an Activity object in Lightning Experience. Specify a logo for the participant’s Waiting… screen. Specify the ways to launch the Remote Detailing meeting in Salesforce and the CT Mobile app. Follow the steps to configure the Self Detailing functionality: Check the cloud token is specified and valid. Check that the records per each trigger are active in Trigger Settings. Specify access to the CLM presentation(s) for Self Detailing users. On the CT Mobile Control Panel: Calendar tab, specify the API name of the Activity object and the API name for the Activity Start Date field. Add the Apex trigger and classes to provide statistics collecting and generate the invite link. For the Apex trigger, specify the API name of the Activity object from step 3. According to the CT Mobile package version: CT Mobile package below v. 3.63 CT Mobile package v. 3.63 or higher Create a site on the Salesforce side to collect statistics. To activate the statistics collecting, contact Customertimes Corp. Provide the site URL from step 4 and your Organization ID. To obtain an Organization ID, see the Salesforce Help. Create the integration user or use the existing one. The statistics collected during the Self Detailing meeting will be linked to this user. Click the Connect button next to Self-Detailing User on the CT Mobile Control Panel: Presenter tab, and authorize as an integration user in Salesforce. The CT Mobile User permission set should be assigned to the integration user. On the CT Mobile Control Panel: Presenter tab, enable the Remote Detailing functionality, specify options, and refresh CLM presentations. Set up a quick action to create the CLM presentation set for an Activity object in Lightning Experience. Specify a logo for the participant’s Waiting… screen. Specify the ways to launch the Self Detailing meeting in Salesforce and the CT Mobile app. Additionally, create a process to send the invite link to participants by SMS, e-mail, etc. To specify the logo on the Waiting… screen: Go to the CT Mobile Control Panel: General tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. . In the User Interface section, click Customize. . Click Choose file and reload the logo you use for the Homo screen. . Click Save. The logo is added.","title":"Remote Detailing Setup","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-setup/index.html","titles":[{"text":"Remote Detailing","hash":"h2_1279002041","id":1},{"text":"Self Detailing","hash":"h2_1854710639","id":2},{"text":"Logo at the Waiting screen","hash":"h2_1821657178","id":3}]},"888":{"id":888,"text":"The presenter can make the audio recording of the Remote Detailing meeting that will be attached to the corresponding Activity record. Currently, only one audio record can be stored. To set up an audio recording for the Remote Detailing meetings: Go to Setup → Security → CSP Trusted Sites. Click New Trusted Site: In the Trusted Site Name field, enter any name. In the Trusted Site URL field, enter https://api.rd.ctclm.com. Click Save & New. In the Trusted Site Name field, enter any name. In the Trusted Site URL field, enter https://rd-presentations.s3.eu-west-1.amazonaws.com. Click Save. Go to Setup → User Interface → Lightning App Builder → click Edit next to the desired record page, for example, Pharma Activity Record Page. In the Lightning App Builder, drag the Audio Component section from the components tab on the left to the record page layout. Click Save. Go to the CT Control Panel: Presenter tab and enable the Audio Record Enabled checkbox. Click Save. The setup is complete. During the meeting, tap the Record On/Off button to start the audio recording. The record will be available on the corresponding Activity record page.","title":"Remote Detailing 2.0: Audio Recording","component":"ctmobile-windows","version":"","name":"remote-detailing-2-0-audio-recording","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-setup/remote-detailing-2-0-audio-recording.html","titles":[]},"889":{"id":889,"text":"Table of Contents Apex Classes and Trigger to Create an Invitation The Applications Button for Several CLM presentations Selection on Activity Record Add the Applications Button Create the CLM Presentation Set for the Remote Detailing Meeting One of the steps in setting up the Remote Detailing and Self Detailing functionality is to create Apex classes and trigger to be able to generate an invitation link and collect statistics. Also, add a quick action so that Lightning Experience users can specify sets of CLM presentations to be shown during the meeting. Add Apex trigger and classes: Get the Apex classes: ApexRestHelper.cls Test_ApexRestHelper.cls Go to Setup → Custom Code → Apex Classes → click New and add separately the afore Apex classes. Go to Setup → Object Manager → click an Activity object. In the Triggers section, click New and add ActivitySetLinkProcess.trigger to generate invite links on the Activity record for Remote Detailing or Self Detailing meetings. Check that the object selected for the Apex trigger is specified as the Activity object on CT Mobile Control Panel: Calendar. Please beware that API names of objects and fields in this trigger should be aligned with API names of objects and fields used in your Salesforce org for the Remote Detailing functionality. Replace API names in the code if needed: API Name in the Code Description Event Depending on the Activity object, specify its API Name instead of Event in this line: trigger EventSetLinkProcess on Event (after insert, after update). You can specify several triggers for different Activity objects. In this case, use a unique name per each trigger. By default, an invite generated after creating a new record or updating an existing one (after insert, after update). In the trigger code, you can specify other events to generate an invite Timeoff Specify the API name of a record type of the Activity object to generate an invite link for Self Detailing. The same record type cannot be simultaneously used for Self Detailing and Remote Detailing. Visit Specify the API name of a record type of the Activity object to generate an invite link for Remote Detailing. The same record type cannot be simultaneously used for Self Detailing and Remote Detailing. The Apex trigger and classes are added. Available for the Lightning Experience users. It is possible to demonstrate several CLM presentations along with the available custom scenarios during a single Remote Detailing meeting. Add the Applications button on the Activity layout. Currently, for Salesforce Classic users, the Applications button cannot be added. It is necessary to manually specify CLM presentation IDs in the specific field on the Activity object (separated by a comma, without blank space), e.g.,ApplicationIds__c. Select available CLM presentations for the Remote Detailing meeting on the appropriate Activity record. The custom scenario available for users will be also added to the set. To add a CLM presentation to the set, the CLM presentation should be active and available for the Remote Detailing functionality. On the CLM presentation record, check the Active and Available for Remote Detailing fields. To add the Applications button on the Activity tab for the creation of the CLM presentation set: Get the archive with components here. Unzip the archive. Click src and then classes to get Apex classes. Specify the following in the Apex classes: ActivityApplications.cls Please beware that API names of objects and fields in this class should be aligned with API names of objects and fields used in your Salesforce org for the Remote Detailing functionality. Replace API names in the code if needed: API Name in the Code Description CTPHARMA__Activity__c Specify the API name of an Activity object, for which an invite link will be created. ApplicationIds__c Specify the API name of the field on the Activity object that stores CLM presentations IDs: a field with the Text type to store a few IDs (separated by a comma, without blank space). The Lookup type is not supported. TestActivityApplications.cls Please beware that API names of objects and fields in this class should be aligned with API names of objects and fields used in your Salesforce org for the Remote Detailing functionality. Replace API names in the code if needed: API Name in the Code Description CTPHARMA__Activity__c Specify the API name of an Activity object, for which an invite link will be created. ApplicationIds__c Specify the API name of the field on the Activity object that stores CLM presentations IDs: a field with the Text type to store a few IDs (separated by a comma, without blank space). Fields with the Lookup type are not supported. Click src and then quickActions. Rename the file for the appropriate Activity object. For example, for the CustomActivity__c write CustomActivity__c.Applications.quickAction. Zip the src folder. The ZIP archive can have any name. Log in as the administrator on Workbench. Click migration → Deploy → add the ZIP archive from step 3 → click Next → click Deploy. In Salesforce, go to Setup → Object Manager → click the appropriate Activity object → Page Layouts → click the appropriate page layout → add the Applications button → click Save. Currently, the Applications button can be added for only one Activity object. The Applications button is added to the Activities tab. To form the CLM presentation set for the Remote Detailing meeting on the appropriate Activity record: Click the Activities tab. Select the appropriate Activity record. Click the Applications button. In the Applications window, select the available CLM presentations for the Remote Detailing meetings. Click Save Applications List. The CLM presentation set is formed.","title":"Remote Detailing: Apex Trigger, Classes and Quick Action","component":"ctmobile-windows","version":"","name":"remote-detailing-apex-trigger-classes-and-quick-action","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-setup/remote-detailing-apex-trigger-classes-and-quick-action.html","titles":[{"text":"Apex Classes and Trigger to Create an Invitation","hash":"h2_249047963","id":1},{"text":"The Applications Button for Several CLM presentations Selection on Activity Record","hash":"h2_636817742","id":2},{"text":"Add the Applications Button","hash":"h3_848494787","id":3},{"text":"Create the CLM Presentation Set for the Remote Detailing Meeting","hash":"h3_2024838382","id":4}]},"890":{"id":890,"text":"For users of the CT Mobile package below v. 3.63. One of the steps in setting up the Self Detailing functionality is to create and set up a site. Add a domain to create a site. Create a site to collect CLM presentation statistics via Self Detailing: Go to Setup → User Interface → Sites and Domains → Sites. Click New and specify the parameters of the site. Fill out all required fields; Make sure that the Active and Lightning Features for Guest Users fields are checked; Select Allow framing from any page (No protection) in the Clickjack Protection Level field. Specify Active Site Home Page. Use the lookup field to find and select the Visualforce page that you developed for your site’s home page. You can set up any site. To create a site and active Visualforce page, please read Salesforce Help. . Click Save. The site is created. Public access settings control what public users can do on the site. To set the public access settings for your site: From Setup, enter Sites in the Quick Find box, then select Sites. Click the name of the site you want to control. Click the Public Access Settings button to open the Profile page for your site profile. In the Object Settings section, click Applications → Edit → check the Enabled checkbox next to Read, then grant read access for all fields and click Save. Follow the path in step 4 for the Custom Scenario and Slides objects. In the Object Settings section, click ApplicationStats → Edit → check the Enabled checkbox next to Read, Edit, and Create, then grant read and edit access for all fields and click Save. In the Apex Class Access section, click Edit, add ApexRestHelper in the Selected box and click Save. Go to CT Mobile Control Panel: Presenter and specify the site URL in the Endpoint URL field. The public access is set.","title":"Self Detailing 1.0: Sites Settings","component":"ctmobile-windows","version":"","name":"self-detailing-1-0-sites-settings","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-setup/self-detailing-1-0-sites-settings.html","titles":[{"text":"Create a Site","hash":"h2_2055482869","id":1},{"text":"Set Public Access to the Site","hash":"h2_455514666","id":2}]},"891":{"id":891,"text":"The JS Bridge methods for exchanging data with Salesforce are disabled for Self Detailing meetings because an anonymous user can access data. In this case: Use the secure ctm.secureQuery method instead of ctm.query. Create the CTM Settings record with the Remote Detailing Request record type. To create a CTM Settings record: Go to the CTM Settings tab and click New. Select the Remote Detailing Request record type. Specify the following: In the Criteria field, add the SOQL query, for example, SELECT Id FROM Account WHERE Name like{!Name} and Type ={!Type} In the Label field, specify the label of the record, for example, Retrieve_Account. Click Save. The setup is complete.","title":"Self Detailing 2.0: Using Secure JS Bridge Method","component":"ctmobile-windows","version":"","name":"self-detailing-2-0-using-secure-js-bridge-method","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-setup/self-detailing-2-0-using-secure-js-bridge-method.html","titles":[]},"892":{"id":892,"text":"Call up the action menu by double-tapping the left or right side of the screen with the launched CLM presentation. Tap the appropriate button to apply the action. To get familiar with the available gestures, refer to Gestures in CLM presentations. Tap to exit the CLM presentation. A CLM presentation launched from the carousel of presentations on a mobile layout of a record will be closed. When a user taps to close a CLM presentation launched from the Application menu or Home screen, the pop-up window appears with options: Tap to link statistics of the CLM presentation to the desired activity. The record details screen will appear. Tap to exit from the CLM presentation. Applications support the Picture in Picture mode. Tap to minimize the CLM presentation. You can move the floating window around the screen. Tap the floating window to resume the CLM presentation. If you minimized a CLM presentation, you cannot launch another CLM presentation. If you minimized a CLM presentation, you can launch any synchronization except the full one. If you try to launch full synchronization, the system alerts you to close the floating window. Close the floating window to exit the CLM presentation.","title":"CLM Presentation Controls","component":"ctmobile-windows","version":"","name":"clm-presentation-controls","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/applications/clm-presentation-controls.html","titles":[{"text":"Exit from CLM presentation","hash":"h2_395765007","id":1},{"text":"Minimize CLM-presentation","hash":"h2_2118297329","id":2}]},"893":{"id":893,"text":"Use gestures on slides of the launched CLM presentation in the Application module, on the mobile layout, and Home Screen. Double-finger swipe left and right The default gesture is to switch slides. You can use one-finger swiping by specifying it in the Swipe gesture type attribute for a CLM presentation record. A one-finger swipe for slides may interfere with embedded interactions in the slides. Double-finger swipe up and down Like or dislike the current slide. This gesture will not affect the display of the slide. Double-tap the right or left side of the screen Display the action menu with available options. To hide the action menu, double tap on it. For design considerations: the bottom navigation bar has a 120 px width. Double-tap on the bottom of the screen Display the navigation bar for rapid switching between the slides. Tap a slide to open it. To hide the navigation bar, double tap on it. If there are several branches in the CLM presentation, only slides of the selected branch are displayed. The bottom navigation bar has a 120 px height. It is possible to preview the slides in it with resolutions 100×75 px.","title":"Gestures in CLM Presentations","component":"ctmobile-windows","version":"","name":"gestures-in-clm-presentations","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/applications/gestures-in-clm-presentations.html","titles":[]},"894":{"id":894,"text":"Table of Contents Add Applications to the Menu Working with Applications The Main tab The Mobile Scenario Editor The Application module is intended to store and display CLM presentations and custom scenarios. You can add CLM presentations to the mobile layout and manage CLM presentations by the control buttons, gestures, or JS methods and links on the slides. For each CLM presentation, it is possible to set up statistical data to collect. The profile must be granted access to Application, Slide, Custom Scenario, and Application Stats objects for the correct functioning. To add the Applications module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Applications item. Click Add to close the Add menu item tool. Click Save. The setup is complete. On the Main tab: select the appropriate Application list view and CLM presentation tap the preview image to start the standard CLM presentation with all slides tap the Plus button to add a mobile scenario and tap its name to launch it add scenarios to favorites switch to the Slides or Attachments tab. Mobile Scenario Editor is the functionality for creating and/or editing CLM presentation scenarios in the CT Mobile app in the same way as in Salesforce. Depending on CLM presentation settings, it provides the possibility to change the order of slides, and remove or add slides to the presentation. The user can select slides from different CLM presentations. Upon editing completion, the set of slides is saved as Custom Scenario. If a slide added to a custom scenario is excluded from the presentation (deactivated or deleted), such change will also apply to the respective custom scenarios. The user can mark a scenario created in the editor as a favorite to display it on the home screen of the application and on the record details screen. To create a scenario: Tap the Plus button to open the Mobile Scenario Editor. Drag-and-drop slide by slide to the scenario or tap/click the Add all button. Click Save and enter the custom scenario name. The scenario is created.","title":"Applications","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/applications/index.html","titles":[{"text":"Add Applications to the Menu","hash":"h2_1510760474","id":1},{"text":"Working with Applications","hash":"h2_1504705898","id":2},{"text":"The Main tab","hash":"h3_1557359819","id":3},{"text":"The Mobile Scenario Editor","hash":"h3_1236408094","id":4}]},"895":{"id":895,"text":"The Remote Detailing meeting has a different UI for the presenter and participants and depends on the CT Mobile package version. Read the articles to be fully aware of the available functionality. The homepage logo will be used for the Remote Detailing screens, e.g., the Waiting… screen for participants. The display of the sidebar menu with participants and available options during the Remote Detailing meeting depends on the CLM Settings record. For users of the CT Mobile package below v. 3.63 For users of the CT Mobile package v. 3.63 or higher Remote Detailing 1.0: UI for Presenter Remote Detailing 1.0: UI for Participants Remote Detailing 2.0: UI for Presenter Remote Detailing 2.0: UI for Participants","title":"Remote Detailing UI Basics","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-ui-basics/index.html","titles":[]},"896":{"id":896,"text":"Table of Contents Join the Remote Detailing session Participate in the Remote Detailing session Leave the Remote Detailing session Participants can view the remote CLM presentations on their PC, tablet, or mobile phone. The supported browser list is available here. To join the meeting: Click the invite link to join the CLM presentation. Enter username and e-mail (optionally) and click Join. If the presenter did not start the Remote Detailing meeting, the Waiting… screen is displayed. When the presenter joined, participants will be redirected to the Remote Detailing meeting window. When the meeting starts: Zoom in or out with the slider for a comfortable view or with the pinch gesture on tablets. Activate the full-screen mode or maximize the sidebar if needed. Like or dislike slide. The Track slide likes/dislikes option should be enabled on the CLM presentation record and the presenter should allow like/dislike for participants. If the presenter allowed the remote control for the participant, the participant can interact with slides and use JS Bridge methods. The participant pointer is displayed for all participants. The slide navigation bar and the ability to select a CLM presentation are disabled. The pop-ups tip the participant about the newly joined users and users who left the meeting. On the Participants tab of the sidebar, set up the view. The Chat tab and video streaming may be enabled by the administrator on the CT Mobile Control Panel: Presenter tab. Click to enable the microphone and camera. The warning will be displayed if permission is not granted. Click the End call button to leave the meeting. For each participant, the participant is allowed to: Check their network details. Open the Mute options and use the slider to set up a microphone volume for the selected participant. Mute the participant or mute all participants including yourself except for the selected participant. Click End call to leave the meeting. If the presenter finishes the meeting, participants will be automatically logged out. You can enter the Meeting ID and join as a participant in another Remote Detailing meeting.","title":"Remote Detailing 1.0: UI for Participants","component":"ctmobile-windows","version":"","name":"remote-detailing-1-0-ui-for-participants","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-ui-basics/remote-detailing-1-0-ui-for-participants.html","titles":[{"text":"Join the Remote Detailing session","hash":"h2_555694282","id":1},{"text":"Participate in the Remote Detailing session","hash":"h2_1176220873","id":2},{"text":"Leave the Remote Detailing session","hash":"h2_888286157","id":3}]},"897":{"id":897,"text":"Table of Contents Start a Remote Detailing session Manage a Remote Detailing session Finish a Remote Detailing session A presenter can launch the CLM presentation from Salesforce or the CT Mobile app. Read Detailing: F.A.Q.] to check supported browsers, recommended bandwidth, and CLM-presentations features availability. To start the meeting: Click the invite link to start the CLM presentation. Click the Presenter Login button. If you enter participant details and click Join, you can log out on the next screen and re-enter as the presenter. Also, you can return to the CT Presenter site and join the meeting by entering the Meeting ID. Allow the request access. The browser will ask you at the first presenter login. You’re logged in and the meeting is started. When you started the meeting, participants can join and participate. If you did not allow the camera and microphone access, the browser asks the permission. In the case of several CLM presentations, select a CLM presentation or its custom scenario if available. Zoom in or out with the slider for a comfortable view or use the pinch gesture on tablets. Activate the full-screen mode or maximize the sidebar. You can hide/show the slide navigation bar and the sidebar. On the Participants tab of the sidebar, set up options for participants and meeting settings. The Chat tab and video streaming may be enabled on the CT Mobile Control Panel: Presenter tab. Click to enable the presenter’s microphone and camera. The warning will be displayed if permission is not granted. If selected, the presenter pointer will be displayed for all participants. If selected, permission for likes/dislikes will be granted to all participants. To view the likes/dislikes of participants in the statistics, the Track slide likes/dislikes option should be enabled on the CLM presentation record. Share your screen with the participants if needed. Click the End call button to finish the meeting. The pop-ups tip you about the newly joined users and users who left the meeting. View the participant’s on the sidebar. Check their network details. Grant the remote control if needed. If a participant has the remote control, the participant pointer will be displayed for all participants. Open the Mute options and use the slider to set up a microphone volume for the selected participant. Mute the participant or mute all participants including yourself except for the selected participant. Click End call to finish the meeting. You can enter the Meeting ID and join as a participant in another Remote Detailing meeting.","title":"Remote Detailing 1.0: UI for Presenter","component":"ctmobile-windows","version":"","name":"remote-detailing-1-0-ui-for-presenter","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-ui-basics/remote-detailing-1-0-ui-for-presenter.html","titles":[{"text":"Start a Remote Detailing session","hash":"h2_1056929534","id":1},{"text":"Manage a Remote Detailing session","hash":"h2_561326567","id":2},{"text":"Finish a Remote Detailing session","hash":"h2_847221785","id":3}]},"898":{"id":898,"text":"Table of Contents Join the Remote Detailing session Participate in the Remote Detailing session Main Screen Sidebar Leave the Remote Detailing session Available since CT Mobile package 3.63. Participants can view the remote CLM presentations on their PC, tablet, or mobile phone. The supported browser list is available here. To join the meeting: Click the invite link to join the CLM presentation. Enter your username and e-mail and click Join. If specified, a participant should agree with the Terms of Use. An email address may be required. If a participant has ever joined the meeting in this browser, she can join the meeting with no need to enter details. If the presenter did not start the Remote Detailing meeting, the Waiting… screen is displayed. When the presenter joined, participants will be redirected to the Remote Detailing meeting. When the meeting starts: Zoom in or out a slide for a comfortable view or with the pinch gesture on tablets. Enter full-screen mode. Collapse the sidebar with the participants or maximize it. Like or dislike slide. The Track slide likes/dislikes option should be enabled on the CLM presentation record and the presenter should allow like/dislike for participants. If the presenter allowed the remote control for the participant, the participant can interact with slides and use JS Bridge methods. The participant pointer is displayed for all participants. The slide navigation bar and the ability to select a CLM presentation are disabled for participants. The sidebar has the Conference tab to view participants and available actions. Click Meeting ID in the bottom right corner to copy the Meeting ID and share it if needed. When participants join or leave a meeting or a new comment appears, the corresponding pop-up will be shown in the lower-right corner. If specified, the Comments tab will be displayed and all users can leave a comment. The red dot indicated the unread messages. If audio is recording, the warning is displayed. Audio/Video On/Off Click to enable the microphone and camera if video streaming is enabled. The browser asks permission if it has not been granted yet. Click the arrow next to the microphone or camera button to select the desired device if applied. Screen Share On/Off Click to start sharing the screen and select what to share. By default, the screen will be shared in the sidebar next to the participant instead of a video if the video is turned on. If the presenter clicks the Video out of focus button next to a participant in the sidebar, the participant’s screen or video will be shared on the main screen instead of the current CLM presentation slide. The CLM presentation will continue to broadcast next to the presenter in the Conference tab. Click the video/screen sharing window to zoom it out in the Conference tab. End Call Click to leave the meeting. If the meeting has been restarted, you can join it again. Click End call to leave the meeting. If the meeting is still on, you can rejoin it. When the Session Timeout option is set up and the Presenter is out of the meeting for more than the specified time, participants will be automatically logged out. If the Presenter finishes the meeting, participants will be automatically logged out. You can enter the Meeting ID and join as a participant in another Remote Detailing meeting.","title":"Remote Detailing 2.0: UI for Participants","component":"ctmobile-windows","version":"","name":"remote-detailing-2-0-ui-for-participants","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-ui-basics/remote-detailing-2-0-ui-for-participants.html","titles":[{"text":"Join the Remote Detailing session","hash":"h2_555694282","id":1},{"text":"Participate in the Remote Detailing session","hash":"h2_1176220873","id":2},{"text":"Main Screen","hash":"h3_449942769","id":3},{"text":"Sidebar","hash":"h3_111154998","id":4},{"text":"Leave the Remote Detailing session","hash":"h2_888286157","id":5}]},"899":{"id":899,"text":"Available since CT Mobile package v. 3.63. A presenter can launch the CLM presentation from Salesforce or the CT Mobile app. Read Detailing: F.A.Q.] to check supported browsers, recommended bandwidth, and CLM-presentations features availability. To start the meeting: Click the invite link to start the CLM presentation. Click the Presenter Login button at the top right corner of the screen. If you enter participant details and click Join, you can log out on the next screen and re-enter as the presenter. Also, you can return to the CT Presenter site and join the meeting by entering the Meeting ID. If you start the Remote Detailing meeting from the CT Mobile app, you do not need to re-enter as the presenter. The CLM presentation will be launched in the new app window. You’re logged in and the meeting is started. In case of the first login, grant the requested permissions. When you started the meeting, the meeting screen is opened. Now, participants can join the meeting. In the case of several CLM presentations, select a CLM presentation or custom scenario. Zoom in or out with the slider for a comfortable view or use the pinch gesture on tablets. Enter full-screen mode if needed. Collapse the sidebar with the participants or maximize it. Navigate between slides. Hide or show the slide navigation bar. The sidebar has the Conference tab to manage the Remote Detailing meeting, select audio and video options, and enable participant actions. Click Meeting ID in the bottom right corner to copy the Meeting ID and share it if needed. When participants join or leave a meeting or a new comment appears, the corresponding pop-up will be shown in the bottom right corner. If specified, the Comments tab will be displayed and all users can leave a comment. The red dot on the tab indicates the unread messages. Record on If allowed, click to record the audio of the meeting. The warning is displayed while audio recording. The audio record is available on the corresponding Activity record page. Audio/Video On/Off Click to enable the microphone and camera if video streaming is allowed. The browser asks permission if it has not been granted yet. Click the arrow next to the microphone or camera button to select the desired device. Screen Share On/Off Click to start sharing the screen and select what to share. By default, the screen will be shared in the sidebar instead of a video if the video is turned on. Click the Video out of focus button next to you in the sidebar to share the screen or video on the main screen instead of the current CLM presentation slide. End Call Click to leave the meeting. If the meeting may be restarted, you can launch it again. Likes On/Off Enable the ability to like or dislike slides for participants. To view the participants' likes/dislikes in the CLM Presentation statistics, the Track slide likes/dislikes option should be enabled on the CLM presentation record. Pointer On/Off Click to enable the presenter pointer display on participants' screens. Manage Participants Mute or unmute the participant’s microphone. Enable the participant pointer to view it on the main screen, for example, when the participant wants to draw attention to something on the slide. If a participant share video or screen, the video streaming is displayed next to a participant in a separate window in the Conference tab. Click the Video out of focus button next to a participant in the sidebar to share the screen or video on the main screen instead of the current CLM presentation slide. The CLM presentation will continue to broadcast next to you in the Conference tab. Click the video/screen sharing window to zoom it out in the Conference tab. Click End call to finish the meeting. All participants forcibly leave the meeting. Allow the repeated meeting on the CT Mobile Control Panel: Presenter tab to have the ability to restart the finished meeting. You can enter the Meeting ID and join as a participant in another Remote Detailing meeting.","title":"Remote Detailing 2.0: UI for Presenter","component":"ctmobile-windows","version":"","name":"remote-detailing-2-0-ui-for-presenter","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-ui-basics/remote-detailing-2-0-ui-for-presenter.html","titles":[{"text":"Start a Remote Detailing session","hash":"h2_1056929534","id":1},{"text":"Manage a Remote Detailing meeting","hash":"h2_561326567","id":2},{"text":"Main Screen","hash":"h3_449942769","id":3},{"text":"Sidebar","hash":"h3_111154998","id":4},{"text":"Finish a Remote Detailing session","hash":"h2_847221785","id":5}]},"900":{"id":900,"text":"Available since CT Mobile package 3.63. Participants can join the Self Detailing meeting on their PC, tablet, or mobile phone. To join the meeting, use the invite link. Use the integration user to collect statistics of the user who participates in the Self Detailing meeting. When joining the meeting: In the case of several CLM presentations, select the desired CLM presentation or custom scenario. Enter full-screen mode. Switch slides and use the specified JS Bridge methods, take surveys, and more. Open the Comments section to add a comment. Collapse the Comments section if needed. Like or dislike slide. Enable the Track slide likes/dislikes option on the CLM presentation record. Share a CLM presentation via email, Facebook, or Twitter. Close the browser tab to leave the meeting.","title":"Self Detailing 2.0: UI","component":"ctmobile-windows","version":"","name":"self-detailing-2-0-ui","url":"/ctmobile-windows/knowledge-base/ct-presenter/the-remote-detailing-functionality/remote-detailing-ui-basics/self-detailing-2-0-ui.html","titles":[]},"901":{"id":901,"text":"Table of Contents Calendar Interface Left menu Main screen Adding Calendar to the Menu Configuring the Calendar Algorithm for Filling Out the Lookup Field on Activity Conditions to Show Activity on the Calendar Grid The Calendar module allows you to create and manage multiple activity objects, viz. Activity, Task, and Event. Configure the Calendar view and apply custom color settings to different activity types. To learn how to work with the Calendar module, go to the Using Calendar article. The calendar includes two main sections. Select the appropriate list view with accounts, contacts/references, or the hierarchical view. If the Reference object is not selected in the Reference Object API Name field, records of the Contact object will be displayed in the Calendar left menu. Otherwise, records of the Reference object are displayed. Drag-and-drop one or several records simultaneously from the left menu to plan new activities. If configured, fill in the required fields in the mini layout. The title of the activity in the calendar grid is the value of the first field in the compact layout, and the subtitle is the value of the second field in the compact layout. To add the Calendar module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Calendar item. Click Add to close the Add menu item tool. Click Save. The setup is complete. To configure Calendar: Go to CT Mobile Control Panel: Calendar tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Turn on the Enable Activity Planning. Customize the calendar and specify Activity objects. Click Save. The setup is complete. During the Activity record creation by drag-and-drop an Activity record to the calendar grid, the CT Mobile app fills out the corresponding lookup field to the related object according to the algorithm: If there is only one lookup field on the Activity object to the related object, the lookup field will be filled out with the record of the related object. If there are two and more lookup fields on the Activity object to the related object, and the lookup field has the Account, Contact, or Reference keyword in the API name, for example, AccountId__c, the lookup field will be filled out with the record of the specified object. If several lookup fields have one of the keywords in the API name, any of them will be filled out. If there are two and more lookup fields on the Activity object to the related object, and none of them has the lookup field with the Account, Contact, or Reference keyword in the API name, any of them will be filled out. For the Event and Task objects, the filling of the Name (WhoId) and Related To (WhatId) fields is applied. Additional logic to fill out lookup fields: when a user drag-and-drops a Contact record to the calendar grid, CT Mobile will also fill out the lookup field to the Account object (if the field exists) during the Activity record creation. when a user drag-and-drops a Reference record to the calendar grid, CT Mobile will also fill out the lookup field to the Account and Contact objects (if the field exists) during the Activity record creation. The Activity record is displayed in the calendar grid according to the presence of the Start Date and End Date fields on the Activity object and the values in these fields: If both fields are present on the Activity object: When both fields are filled out, the Activity record is displayed in the Day and Week views. When the value in one or both fields exceeds the specified visible hour range, the Activity record is displayed in the All-Day slot in the Day and Week views. When only one of the fields is filled out, the Activity record is only displayed in the Month view. If there is only the Start Date field is present on the Activity object and when this field is filled out, the Activity record is displayed in the All-Day slot in the Day and Week views.","title":"Calendar","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/calendar/index.html","titles":[{"text":"Calendar Interface","hash":"h2_88456521","id":1},{"text":"Left menu","hash":"h3_645629234","id":2},{"text":"Main screen","hash":"h3_194347409","id":3},{"text":"Adding Calendar to the Menu","hash":"h2_447958262","id":4},{"text":"Configuring the Calendar","hash":"h2_648338572","id":5},{"text":"Algorithm for Filling Out the Lookup Field on Activity","hash":"h2_430669426","id":6},{"text":"Conditions to Show Activity on the Calendar Grid","hash":"h3_1748247974","id":7}]},"902":{"id":902,"text":"Table of Contents Permissions Calendar Views The day view The week view The month view Activity Management Actions with Activities Add the Calendar module to the CT Mobile main menu, configure the calendar in CT Mobile Control Panel: Calendar, and optionally set up custom color settings to display activities on the calendar grid. The mobile user can create, update, and delete records if the permissions are granted. The object’s permissions specified on the CT Mobile Control Panel: Offline Objects cannot be over the profile’s permissions for objects. Manage activities using the following gestures and taps: Create an activity. If applied, select the record type and fill in a mini-layout: long tap/right-click the calendar area; drag-and-drop/left-click one or several records from the list view on the calendar area. The activities will be created in the same order as they were marked; tap/left-click the button. Move an activity: drag-and-drop/left-click the selected activity on the calendar area. Pull the right bottom corner of the activity to change its duration. The functionality is available on the day and week view. Tap an activity to view the additional information in the compact layout: Tap/left-click the Open button to view the record details screen. Tap/left-click the Delete button to remove the activity. Confirm the action on the confirmation box. Important notes: If custom colors for the activities are not set, the application theme will be used to display activities in the calendar grid. Activities cannot be moved from and to the all-day slot. The records, which have not been synchronized, may always be deleted no matter what access the profile is granted. Mass actions are available for all record types of objects that are available for the mobile user. Tap/right-click the title of the week. In the open pop-up, copy, move or delete all activities of a day or a week. All activities, which are available for the profile of the mobile user, can be copied if the mobile user has permission to create records. If there is a mini layout for the selected record type of the object, the following will be copied: values from required fields on the mini-layout; values from the Start Date and End Date fields. for the Task and Event objects, values from the Assigned To, Name, and Related To fields will be copied too. If there is no mini layout for the selected record type of the object, the following will be copied: values from reference fields; values from the Start Date and End Date fields. The next day is suggested when the mobile user copies a single activity. The first day of the next week is suggested when the mobile user copies all activities of the selected week. Activities with updateable the Start Date and End Date fields are available to move if the mobile user has permission to edit records. Only values in the Start Date and End Date fields will be changed. The next day is suggested when the mobile user reschedules a single activity. The first day of the next week is suggested when the mobile user reschedules all activities of the selected week. The records, which have not been synchronized, may always be deleted no matter what access the profile is granted.","title":"Using Calendar","component":"ctmobile-windows","version":"","name":"using-calendar","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/calendar/using-calendar.html","titles":[{"text":"Permissions","hash":"h2_1375710402","id":1},{"text":"Calendar Views","hash":"h2_1663941150","id":2},{"text":"The day view","hash":"h3_1542564012","id":3},{"text":"The week view","hash":"h3_243561528","id":4},{"text":"The month view","hash":"h3_860090196","id":5},{"text":"Activity Management","hash":"h2_1865396414","id":6},{"text":"Actions with Activities","hash":"h3_1494438992","id":7},{"text":"Mass Actions with Activities","hash":"h3_2046027297","id":8},{"text":"Copy Activities","hash":"h4_576532615","id":9},{"text":"Move Activities","hash":"h4_1302234357","id":10},{"text":"Delete Activities","hash":"h4_1102520743","id":11}]},"903":{"id":903,"text":"Table of Contents Enable Features to Your Organization Required Features Image Recognition using Einstein Platform Notes Assign Required Permission Sets to Admins and Mobile Users To obtain access to the CG Cloud objects, create a case in Salesforce. Admins should enable CG Cloud support in the required Salesforce organization. Once the CG Cloud functionality is enabled for your Salesforce organization, perform the actions in the Set Up Retail Execution guide. Click to open the Set Up Retail Execution guide. In this article, learn how to enable CG Cloud features in Salesforce. After activating CG Cloud in your Salesforce org, set up retail execution. There are a few features that can be enabled in your Salesforce organization. Some of them are required and others get you additional opportunities. Go to the Setup → Feature Settings. Click Retail Execution Setting and turn on the Retail Execution option. Go to Setup → Company Settings → Maps and Location Settings → turn on the Enable Maps and Location Services (powered by Google) option. If needed, turn on the Enable autocomplete on standard address fields (Lightning Experience, the mobile app, and Experience Cloud Aura sites only) option. The setup is complete. To get the advantages from the Einstein Platform, for example, for recognition of products on the shelves: Go to Setup → Einstein → Industries Cloud Einstein → Einstein Object Detection → turn on the Einstein Object Detection option. The setup is complete. A field rep can take notes for an overall visit or specific work tasks. A map image on an address is static, but when online, a field rep can click a map image to open the Google Maps app. Go to Setup → Feature Settings → Sales → Notes Settings → select the Enable Notes checkbox. The setup is complete. The following permission sets should be assigned to a user depending on their role: For admins, CG Analytics Admin. For mobile users, CG Analytics User. For all users, Action Plans and Industries Visit. To assign the required permission sets to your users: Go to Setup → Users → Permission Sets. On the Permission Sets page, click the CG Analytics Admin permission set. Click Manage Assignments. Select users and click Add Assignments. Repeat steps 2–4 and assign the CG Analytics User, Action Plans, and Industries Visit permission sets to users. The setup is complete.","title":"Activating CG Cloud in Salesforce","component":"ctmobile-windows","version":"","name":"activating-cg-cloud-in-salesforce","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/cg-cloud/activating-cg-cloud-in-salesforce.html","titles":[{"text":"Enable Features to Your Organization","hash":"h2_2022041799","id":1},{"text":"Required Features","hash":"h3_972922526","id":2},{"text":"Image Recognition using Einstein Platform","hash":"h3_905227515","id":3},{"text":"Notes","hash":"h3_1601836855","id":4},{"text":"Assign Required Permission Sets to Admins and Mobile Users","hash":"h2_672866607","id":5}]},"904":{"id":904,"text":"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 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.","title":"CG Cloud Object Model","component":"ctmobile-windows","version":"","name":"cg-cloud-object-model","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/cg-cloud/cg-cloud-object-model.html","titles":[]},"905":{"id":905,"text":"CG Cloud is a powerful analytic tool to help managers optimize their team’s performance. CG Cloud helps to sell smarter in retail stores and make better visit plans, so field reps will spend less time on operational activities and spend more time building relationships with retailers to drive sales and satisfaction. CG Cloud supports presales and merchandising activities by using assessment task definitions that hold information such as name, description, category, and type of task and addresses the most common activities with the predefined assessment task definition types. Integration with the CT Mobile app allows field reps to get advantages from both solutions, for example, visiting smaller stores or kiosks located in basements without internet connectivity or in remote areas with poor internet speed. Follow this guide to activate CG Cloud in your Salesforce org and the CT Mobile app, set up retail execution, and get an idea of how to perform different types of assessment tasks offline. CG Cloud Object Model Activating CG Cloud in Salesforce Setting Up Retail Execution Managing Visits to Retail Stores","title":"CG Cloud","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/cg-cloud/index.html","titles":[]},"906":{"id":906,"text":"Table of Contents Basic CT Mobile Functionalities Creating Required Records to Complete Tasks Viewing Upcoming Visits in the Nearby Accounts Module Build Routes to Retail Stores in the Routes Module Performing Tasks during the Visit Inventory Check Planogram Check Promotion Check Other In this article, learn how to create visits, perform tasks, and work with the CG Cloud objects in the CT Mobile app. Mobile users can work with the Relate Store and Visit records in the same way as with records of any other offline objects. use mini-layouts to create new records; working with Retail Stores and Visits objects in the Nearby Accounts and Routes modules. Retail stores are present in the Retail Stores tab. Manage retail stores using list views and list view filters. To work with CG cloud tasks, administrators should configure the process of creating an Action Plan record with the Visit Execution action plan type based on the selected template. Assessment tasks should be linked to the Action Plan and current Visit records, and the related Retail Visit KPI records should be created for the Inventory Check, Planogram Check, Promotion Check, and Other task types to store the actual values achieved as a result of the retail execution. When configured, mobile users can create a visit: Go to the Visit menu item. Tap the desired Visit record or create a new one. Tap the button to link the Action Plan record to the current Visit record. In the mini-layout, fill out the required fields. Select the Status. Add Action Plan Template Version. Enter the name. Select a date. Tap Create. The Action Plan record is linked to the current Visit record. Tap the Detailing tab to work with CG Cloud tasks. Reps can track retail stores on the map and create new visits with the help of the Nearby Accounts module. The Retail Stores tab is available in the left menu. To view retail stores on the map, the Account geolocation field should be specified on the CT Mobile Control Panel: General tab. Alternatively, add the Account Full Address field. Retail stores are presented with a square icon on the map. The color for the retail store icon can be customized on the CT Mobile Control Panel: Color Settings tab. To create a new visit, tap the mark. In the Routes module, mobile users can work with retail stores the same way as with accounts. To view retail stores on the map, the Account geolocation field should be specified on the CT Mobile Control Panel: General tab. Alternatively, add the Account Full Address field. The visits to the retail stores are displayed on the map. Routes to retail stores can be built both on Apple or Google maps. We recommend learning more about prerequisites for creating an assessment task definition. Work with CG Cloud records the same way as with the custom related lists. To perform an assessment task with the Inventory Check type, for example, to count inventories of a product category: Create a CTM Settings record of the CG Cloud record type with the following parameters. When a mobile user adds actual values, the Status field of the related Assessment Task record has the Not Started value that will be changed to In Progress and then, when all actual values are specified, to Completed. To perform an assessment task with the Planogram Check type, for example, to check share of shelf: Create a CTM Settings record of the CG Cloud record type for the Promotion Check task type. The Planogram field will be filled out on the related In-Store Location record. When a mobile user adds actual values, the Status field of the related Assessment Task record has the Not Started value that will be changed to In Progress and then, when all actual values are specified, to Completed. To perform an assessment task with the Promotion Check type, for example, to track customer reaction on new promotional offers: Create a CTM Settings record of the CG Cloud record type with the following parameters. When a mobile user adds actual values, the Status field of the related Assessment Task record has the Not Started value that will be changed to In Progress and then, when all actual values are specified, to Completed. To perform an assessment task with the Other type, for example, to perform asset checks for refrigerator displays and shelves: Create a CTM Settings record of the CG Cloud record type with the following parameters. When a mobile user adds actual values, the Status field of the related Assessment Task record has the Not Started value that will be changed to In Progress and then, when all actual values are specified, to Completed.","title":"Managing Visits to Retail Stores","component":"ctmobile-windows","version":"","name":"managing-visits-to-retail-stores","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/cg-cloud/managing-visits-to-retail-stores.html","titles":[{"text":"Basic CT Mobile Functionalities","hash":"h2_1424984228","id":1},{"text":"Creating Required Records to Complete Tasks","hash":"h2_1592083570","id":2},{"text":"Viewing Upcoming Visits in the Nearby Accounts Module","hash":"h2_1751285824","id":3},{"text":"Build Routes to Retail Stores in the Routes Module","hash":"h2_1880003381","id":4},{"text":"Performing Tasks during the Visit","hash":"h2_1374718576","id":5},{"text":"Inventory Check","hash":"h3_1444693483","id":6},{"text":"Planogram Check","hash":"h3_663667742","id":7},{"text":"Promotion Check","hash":"h3_1247686820","id":8},{"text":"Other","hash":"h3_1766789213","id":9}]},"907":{"id":907,"text":"Chatter feed is a widget to display messages on the Chatter module screen or in the Chatter tab of the selected record. Enable push notifications on a mobile device to see new messages from Salesforce right at the moment. With the stable internet connection on a mobile app, a user can receive a push notification when: a new post is published on the user’s feed a user was mentioned in somebody else’s feed as @UserName a new post is published in the group of which the user is a member a new post is published for the object’s record of which the user is an owner. To set up push notifications: In Mobile Application Setup, set the value for the PUSH Identifier field. For the CT Mobile app installed from the App Store, the push identifier is ctmobile. Allow Notifications for CT Mobile in the Settings on a mobile device. Please make sure that the Device Token field for the current record of the User object is filled with a value. According to that value, Salesforce defines the user device to send push notifications. If you authorize with the same credentials on several devices (but no more than 5), the field will contain the token of the last device on which you synchronized. Create the FeedItemProcess trigger. Go to Setup → Feature Settings → Chatter → Triggers → FeedItemTrigger, click New, enter the code below, and click Save. trigger FeedItemProcess on FeedItem (before insert, after insert) { if (trigger.isAfter && trigger.isInsert) { CLM.FeedItemHandler.onAfterInsert(trigger.new, null, null, null); } } Add the FeedItemProces setting. Go to Setup → Custom Code → Custom Settings → click Manage next to Trigger Settings, create a new active setting with the FeedItemProcess name, and click Save. Push notifications are set up. When someone adds a post which is matched one of the criteria above, a push notification is sent on a mobile device. If the CT Mobile application is closed, a user receives a push notification. Tap on it to open the app. Tap OK in the pop-up window to download a record. According to the record location, the Chatter tab of the record or the Chatter module opens. If the CT Mobile application is opened, a user receives a push notification to load a new post. Tap OK to download it. According to the record location, the Chatter tab of the record or the Chatter module opens. Synchronize the Chatter feed by dragging down the screen of the Chatter module with an open group and the Chatter tab screen of the selected record. This sync process is not affected by the Quick Record Sync setting for the object on the CT Mobile Control Panel: Offline Objects tab.","title":"Chatter Push Notifications","component":"ctmobile-windows","version":"","name":"chatter-push-notifications","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/chatter/chatter-push-notifications.html","titles":[]},"908":{"id":908,"text":"The Chatter module displays users' messages. Users can create posts and comments and add attachments. You can add Chatter to the mobile layout. To add the Chatter module to the app menu: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Chatter item. Click Add to close the Add menu item tool. Click Save. The setup is complete. In the Chatter menu, the feeds, groups, and people sections are available. Tap a group, a contact, or select a feed to view the related posts and comments. To update posts and comments, click the button. The spinner will be shown during the synchronization. The records (text posts, link posts, and content posts), comments, and likes will be synchronized. Due to SOAP limitations, polls are not supported. The following Chatter feeds are available by default. Click the feed to view posts and comments. What I follow All posts and comments of the feeds the current user is subscribed to all posts and comments by the current user, and all posts and comments from the groups the current user created or participated. To Me All posts and comments on the current user wall, all comments for the current user posts. All Company All posts and comments from all company groups even if the current user is not a group member. Private and public groups the current user created or in which the current user participates are displayed. Tap the group to view all related posts and comments. Create a new Chatter group in Salesforce, perform mixed synchronization, and track the group posts and comments in the mobile app. Tap the Recently viewed tab to view the recently opened contacts, their feeds, posts, and comments. Tap the All People tab to view all company contacts, their feeds, posts, and comments. You can create, edit, or delete posts and comments. Tap/left-click next to your post or comment to edit or delete it. The confirmation dialog box appears when you delete the record. Tap to add a new message to the feed, group, or contact. Take a photo or select a photo from the gallery. Attach the audio message or select the audio from the device. Attach a link. Use @ to mention a user. Tap Add comment under the post to comment. Tap to view comments for the related post. Take a photo or select a photo from the gallery; Attach the audio message or select the audio from the device. Use @ to mention a user. Only one attachment can be added to a post or comment. Tap to like a post or comment. Tap the record name to open its feed.","title":"Chatter","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/chatter/index.html","titles":[{"text":"Adding Chatter to the Menu","hash":"h2_1295891821","id":1},{"text":"Chatter Menu","hash":"h2_299223618","id":2},{"text":"Feeds","hash":"h3_28836937","id":3},{"text":"Groups","hash":"h3_2071547954","id":4},{"text":"People","hash":"h3_1434067361","id":5},{"text":"Chatter Posts and Comments","hash":"h2_779708391","id":6}]},"909":{"id":909,"text":"Table of Contents Add Opportunity to the Menu Set Up Criteria to Download Records Supported Special Logic for Objects and Fields Specify Forecast Category and Probability for Opportunity Аctivate the Opportunity module and, optionally, specify criteria for the records that should be available in the CT Mobile app. To add the Opportunity module to the menu and support the custom synchronization and logic: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Using drag-and-drop add Opportunity from the Available list to the Selected list. Click Save. The setup is complete. By default, all active records of Opportunity Product,Price Book, and Price Book Entry will be downloaded. Add criteria to download the desired records of the Opportunity and related objects: Go to CT Mobile Control Panel: Offline Objects. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Using drag-and-drop add the required object from the Available list to the Selected list. Opportunity Opportunity Product Price Book Price Book Entry Specify SOQL filter to download only matched records. Click Save. The setup is complete. There is a list of the object and fields to which the special logic of the Opportunity module is applied. For more information, go to Working with Opportunities. Opportunity Stage Probability Forecast Category Amount Expected Revenue. Opportunity Line Item Salesforce Product; Price Book Entry; List Price. Business purposes divide the opportunity flow into several stages and specify Forecast Category and Probability per each stage. The Stage field of the Opportunity object controls the Probability and Forecast Category fields. Types of the Stage picklist values control available values in the Forecast Category field. To customize the desired Stage picklist values: Go to Setup → Object Manager → Opportunity → Fileds & Relationships → Stage. In the Opportunity Stage Picklist Values section, click New to add a stage or Edit next to the desired stage to change it. Click Save. The setup is complete.","title":"Adding Opportunities to the CT Mobile app","component":"ctmobile-windows","version":"","name":"adding-opportunities-to-the-ct-mobile-app","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/opportunities/adding-opportunities-to-the-ct-mobile-app.html","titles":[{"text":"Add Opportunity to the Menu","hash":"h2_513015429","id":1},{"text":"Set Up Criteria to Download Records","hash":"h2_517188298","id":2},{"text":"Supported Special Logic for Objects and Fields","hash":"h2_2011270596","id":3},{"text":"Specify Forecast Category and Probability for Opportunity","hash":"h3_404689442","id":4}]},"910":{"id":910,"text":"Opportunity is the standard Salesforce functionality to track and manage potential deals. Opportunities Object Model Adding Opportunities to the CT Mobile app Working with Opportunities","title":"Opportunities","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/opportunities/index.html","titles":[]},"911":{"id":911,"text":"The object model consists of several standard objects. To work with Opportunities, a mobile user should have permission to read and edit Opportunity fields and related objects. Object API Name Description Opportunity Opportunity Represents a sale or pending deal. Opportunity Product OpportunityLineItem Represents a product associated with an opportunity. Price Book Pricebook2 Represents a price book that contains the list of products that your org sells. Price Book Entry PricebookEntry Represents a product in a price book. It is an association between Price Book and Product. Product Product2 Represents a product that your org sells. Click to view the description of the desired object fields: Opportunity Opportunity Product Price Book, Price Book Entry, Product","title":"Opportunities Object Model","component":"ctmobile-windows","version":"","name":"opportunities-object-model","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/opportunities/opportunities-object-model.html","titles":[]},"912":{"id":912,"text":"Table of Contents Best Practice Working with Opportunities in the CT Mobile app Multi-Currency Support Forecast Category and Probability Create an Opportunity and add Opportunity Products Calculate Amount and Expected Revenue Available options depend on the settings for the Opportunity module. In this article, we share with you the best practices and specific features. We recommend: create the custom related list and customize its columns to display Opportunity Products with all required information in the Opportunity module. customize mini layouts with desired fields to create Opportunity Products more conveniently. add the Currency ISO Code field on the Opportunity page layout when using multi-currencies. To create an Opportunity record, a user should have permission to create records. In the case of multi-currency support, all objects will have the Currency ISO Code field to select the required currency. If a user changes the currency for Opportunity, all added Opportunity Products will be removed. The user works only with those price books and products that have the same currency. Business purposes divide the opportunity flow into several stages with a given Forecast Category and Probability for each stage. When a user changes the Stage for Opportunity, the appropriate values of Forecast Category and Probability are set. The user can manually fill out the Probability field from 0 to 100. To create an Opportunity and add Opportunity Products: Tap the Opportunities menu item and tap the desired Opportunity record or create a new one if enabled. Go to the tab with the custom related list of Opportunity Products and perform one of the following: Tap the Plus button and manually add the desired products. A price book will be automatically filled out when a user adds a product. Tap the Plus button and, if configured, select the desired price book to it using a mini layout. Then, add a product from the selected price book. Repeat step 3 to add other products. The products are added. A user can select only products available to Opportunity and with the same currency as for it. When a user selects the price book for Opportunity, all products may be added only from the selected price book. To change the price book, delete all added products and then add new ones from the desired price book. When a product has been added, the Sales Price field of the Opportunity Product record is automatically filled out but the mobile user can edit it. When the Opportunity Product records have been synchronized, they cannot be edited despite the user and object permissions. The Amount field of Opportunity may be edited when there are no related Opportunity Products records. Otherwise, its value will be the sum of the values from the Total Price field of the Opportunity Products records. Also, the value will be recalculated each time a user creates, edits, or removes the Opportunity Products records. The Expected Revenue field has the formula type and will be recalculated each time when a value is changed in the Amount or Probability field.","title":"Working with Opportunities","component":"ctmobile-windows","version":"","name":"working-with-opportunities","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/opportunities/working-with-opportunities.html","titles":[{"text":"Best Practice","hash":"h2_1058527485","id":1},{"text":"Working with Opportunities in the CT Mobile app","hash":"h2_1745858670","id":2},{"text":"Multi-Currency Support","hash":"h3_1187857038","id":3},{"text":"Forecast Category and Probability","hash":"h3_1490877833","id":4},{"text":"Create an Opportunity and add Opportunity Products","hash":"h3_1947985277","id":5},{"text":"Important Notes","hash":"h4_868831931","id":6},{"text":"Calculate Amount and Expected Revenue","hash":"h3_284876274","id":7}]},"913":{"id":913,"text":"Table of Contents Activating CG Cloud in the CT Mobile app Adding CG Cloud Objects to the Offline Objects Creating CTM Settings Records User Permissions and Synchronization After activating CG Cloud in your Salesforce org, follow these steps to work offline with CG Cloud features and objects in the CT Mobile app. To activate CG Cloud features in the CT Mobile app: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Consumer Goods item. Click Add to close the Add menu item tool. Click Save. After performing the synchronization, the Retail Store records are available for viewing only in the Retail Stores menu item and on the Retail Stores tab in the Calendar, Nearby Accounts, and Routes modules. To work with records, add the Retail Store object to offline objects and assign permissions to users. If mobile users need the ability to create, edit, or delete records of CG Cloud objects, for example,Retail Store or Visit, it is necessary to make these objects available offline and assign permissions to users: Go to CT Mobile Control Panel: Offline Objects. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Using drag-and-drop add Retail Store and Visit from the Available list to the Selected list. Set up user permissions. Click Save. After performing the synchronization, mobile users can create, edit, or delete Retail Store and Visit records depending on the user permissions. This setting is responsible for displaying related CG Cloud records in the same way as the regular custom related lists. So, on the Detailing tab, there can be sections with the related CG Cloud records and sections with the custom related list records if configured. Administrators can customize the display of related CG Cloud records according to their type, such as Inventory Check, Promotion Check, or Other. Check out the example settings in the Managing Visits to Retail Stores article. To create a new CTM Settings record: Go to the CTM Settings tab → click New. If absent, create a custom tab for the CTM Settings object. In the New CTM Setting window, select the CG Cloud record type and click Next. Specify parameters and click Save. Learn more about the available parameters in the CTM Settings: CG Cloud Record Type article. Repeat steps 2—3 to create all required CTM Settings records. The setup is complete. Consider that the mobile users should have the appropriate permission for the CG Cloud objects listed below and required for proper operation of the CG Cloud features. Perform full synchronization to load all objects from the table to the mobile device. Object API Name Required Access for User Conditions for Downloading Records Comments ActionPlan Read; Create; Edit Only the Visit Execution type is supported. ActionPlanItem Read; Create; Edit ActionPlanTemplateItem Read ActionPlanTemplateItemValue Read ActionPlanTemplateVersion Read AssessmentIndicatorDefinition Read AssessmentTask Read; Create; Edit As assessment tasks in the Action Plan Template record, you can add records of Assessment Task or Task objects. AssessmentTaskDefinition Read AssessmentTaskIndDefinition Read InStoreLocation Read OperatingHours Read ProductCategory Read ProductCategoryProduct Read Product2 Read Promotion Read RetailLocationGroup Read RetailStore Read RetailStoreGroupAssignment Read RetailStoreKpi Read; Create; Edit RetailVisitKpi Read StoreProduct Read Survey Read SurveyInvitation Read WHERE SurveyId IN ('downloaded_Survey_records') SurveySubject Read SurveyVersion Read WHERE SurveyId IN ('downloaded_Survey_records') AND SurveyStatus = 'Active' Task Read; Create; Edit TaskStatus Read TimeSlot Read Visit Read; Create; Edit","title":"Activating CG Cloud in the CT Mobile app","component":"ctmobile-windows","version":"","name":"activating-cg-cloud-in-the-ct-mobile-app","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/cg-cloud/setting-up-retail-execution/activating-cg-cloud-in-the-ct-mobile-app.html","titles":[{"text":"Activating CG Cloud in the CT Mobile app","hash":"h2_1079380618","id":1},{"text":"Adding CG Cloud Objects to the Offline Objects","hash":"h2_513015429","id":2},{"text":"Creating CTM Settings Records","hash":"h2_1912229978","id":3},{"text":"User Permissions and Synchronization","hash":"h2_242799573","id":4}]},"914":{"id":914,"text":"The CG Cloud record type of the CTM Settings object is intended to store the settings to display the related CG Cloud records on the record of the appropriate offline object in the CT Mobile app. The mobile user can work with the related CG Cloud records and fill out the available fields with the actual values obtained during the visit to the retail store. The appropriate setting is defined by a combination of the clm__Object__c, clm__ObjectRecordType__c, and clm__OrgProfileId__c fields. If there is only one appropriate setting, a tab with the name specified in the clm__Label__c field will be displayed. In the case of several appropriate settings, the Detailing tab with sections named according to the clm__Label__c field will be displayed. If there are custom related lists, the Detailing tab will have sections with related CG Cloud records and custom related lists. Record Type API name: CGCloud Field API Name Type Description Columns Columns__c Long Text Area(32768) List of column headers (separated by a comma, without blank space). Available values: $Photo is the header for the product photo column. The Name of the Assessment Indicator Definition record, for example,$Out of stock The API name of the related object field, for example, ProductId The field should be manually created. The number of headers must match the number of fields in the clm__Fields__c field. Creating Allowed clm__IsCreatingAllowed__c Checkbox If enabled, the mobile user can create records of clm__RelatedObject__c. The permission to create a record cannot overcome the same profile permission. Criteria clm__Criteria__c Long Text Area(32768) A SOQL query is used to display only matched records of clm__RelatedObject__c. The criteria line should start with the WHERE keyword. Deleting Allowed clm__IsDeletingAllowed__c Checkbox If enabled, the mobile user can delete records of clm__RelatedObject__c. The permission to delete a record cannot overcome the same profile permission. Drilldown clm__IsDrilldownEnabled__c Checkbox If enabled, the mobile user can drill down to record details when taping on it. Fields clm__Fields__c Long Text Area(32768) List of fields (separated by a comma, without blank space). Available values: $Photo is used to display a photo of the product. The DisplayUrl field of the Salesforce Product record must contain the URL address of the photo. The API name of the Retail Visit KPI record field to write the actual value of the assessment indicator into this field. API name of the related object field, for example, ProductId The number of fields must match the number of columns in the Columns__c field. Label clm__Label__c Text(255) The name of the tab or the name of the section in the Detailing tab if there are several appropriate CTM Settings records of the CG Cloud record type or custom related lists. Object clm__Object__c Text(255) The API name of the offline object. The tab with related CG Cloud records will be displayed on the offline object record screen. Object Record Type clm__ObjectRecordType__c Text(255) The record type API name for clm__Object__c. Order clm__Order__c Number(18,0) If there are several appropriate CTM Settings records of the CG Cloud record type, the number in this field defines the order of the section on the Detailing tab. Org ID/Profile ID clm__OrgProfileId__c Text(255) The profile’s ID. Left blank or specify an Organization ID to apply for all non-configured profiles. Read-Only Attributes clm__ReadOnlyAttributes__c Text(255) List of true and false values (separated by a comma, without blank space) for every field specified in the clm__Fields__c field. If true, the field is read-only. Reference Field clm__ReferenceField__c Text(255) The reference field from clm__RelatedObject__c to clm__Object__c. Related Object clm__RelatedObject__c Text(255) The API Name of the related object, for example, RetailVisitKpi. Related Object Record Type clm__RelatedObjectRecordType__c Text(255) The record type API name for clm__RelatedObject__c. Required Attributes clm__RequiredAttributes__c Text(255) List of true and false values (separated by a comma, without blank space) for every field specified in the clm__Fields__c field. If true, the field should be filled out. Sorting Criteira clm__SortingCriteria__c Text(255) The API name of the field, which is used to sort records of clm__RelatedObject__c. By default, records are sorted by ProductId field in ascending order. Task Type TaskType__c Text(255) The type of the visit task. The following tasks are available: Inventory Check Promotion Check Other Tasks of different types can be presented on one tab. The field should be manually created.","title":"CTM Settings: CG Cloud Record Type","component":"ctmobile-windows","version":"","name":"ctm-settings-cg-cloud-record-type","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/cg-cloud/setting-up-retail-execution/ctm-settings-cg-cloud-record-type.html","titles":[]},"915":{"id":915,"text":"Follow the path to set up retail execution in your Salesforce org and get sales reps to perform visits and tasks offline with the help of the CT Mobile app. Create Locations—addresses where your stores operate. Add Retail Stores that operate according to Operating Hours and have one or more In-Store Locations to place products: Create a Retail Store Create an In-Store Location Add and associate Salesforce Products to retail stores. Set up Product Categories and Assortments if needed: Create a Product Create a Product Category Create an Assortment Associate a Product with a Store Set up Assessment Indicator Definitions to measure store performance and define Retail Store KPIs that must be captured for a store group: Create an Assessment Indicator Definition Create a Retail Store KPI Define Assessment Task Definitions, which are certain activities related to the different aspects of retail execution. Create Action Plan Templates and fill them out with tasks to define a set of activities that should be performed during the visit to the retail store. Templates are reusable and editable: Setting up Task Definitions and Action Plan Templates Create an Action Plan Template Associate an Assessment Task Definition to an Action Plan Template Create Visits and associate the desired action plan template to each of them: Create Visits Associate an Action Plan Template to a Visit We recommend changing the Visit page layout to add the Action Plans list. Also, you can add other CG Cloud components to desired pages. Activate CG Cloud in the CT Mobile app to get your mobile users the ability to create visits to the appropriate stores, associate action plan templates to visits, and perform mandatory or not visit tasks: Activating CG Cloud in the CT Mobile app Managing Visits to Retail Stores","title":"Setting Up Retail Execution","component":"ctmobile-windows","version":"","name":"index","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/cg-cloud/setting-up-retail-execution/index.html","titles":[]},"916":{"id":916,"text":"Table of Contents Object Model Create Assessment Task Definitions Create Action Plan Templates Managers need to identify the broad task types that reps perform at retail stores and set up metrics to measure store performance. When a field rep visits a store, she performs certain activities related to the different aspects of visit execution. The metrics are defined as records of Assessment Indicator Definitions, and targets are in place with Retail Store KPIs. Have a look at the action plan data model. The Assessment Task Definition object defines the task type. Assessment Task Definition Type Description Possible Assessment Indicator Definitions Inventory Check This type is responsible for audits, such as capturing metrics around the count of products at specific in-store locations or availability of a particular product category and particular brand in an aisle, and more. Inventory count of a product category (Number) Display the price of a product (Decimal) Other These types are responsible for flexibility to perform various tasks, for example, performing asset checks for refrigerator displays and shelves. Condition of assets placed in stores compliant? (Boolean) Planogram Check With the help of the Einstein Platform, this type is responsible for optimizing product display on shelves and capturing key metrics such as product facings on a shelf, counting of products at the eye level, and sharing of shelf for popular products. Facings (Number) Share of a shelf (Decimal) Competitor facings (Number) Voids (Number) Out-of-stock (Boolean) Promotion Check This type is responsible for assessing the impact of your promotions at retail stores on overall sales figures and customer satisfaction scores. Promo can run for a product, product category, or without the context of a product at a store, store group, or even at the account level. Product display units (Number) Locational compliance (Boolean) Overall promotion Compliance (Boolean) Customer reaction to new promotional offers (Text) Follow Salesforce guides to set up appropriate records: Create an Assessment Indicator Definition Create a Retail Store KPI Create an Assessment Task Definition An action plan template provides a framework to reuse tasks across stores and visits. Each item in the action plan template refers to a task definition. Each action plan template can have a different set of required or not tasks. An action plan template is a primary list of items. For Consumer Goods Cloud, an action plan template can have more than one item with the same assessment task definition. Follow Salesforce guides to set up appropriate records: Create an Action Plan Template Associate an Assessment Task Definition to an Action Plan Template Add Tasks and Flows to Action Plan Template","title":"Setting up Task Definitions and Action Plan Templates","component":"ctmobile-windows","version":"","name":"setting-up-task-definitions-and-action-plan-templates","url":"/ctmobile-windows/knowledge-base/mobile-application/mobile-application-modules/cg-cloud/setting-up-retail-execution/setting-up-task-definitions-and-action-plan-templates.html","titles":[{"text":"Object Model","hash":"h2_547005288","id":1},{"text":"Create Assessment Task Definitions","hash":"h2_1302650526","id":2},{"text":"Create Action Plan Templates","hash":"h2_1624807995","id":3}]},"917":{"id":917,"text":"In this guide, we suggest you configure the instance step by step in the workshops. Set up Sales Organization, understand basic objects relationships, create your first order, apply pricing procedures, and many more. We continue to develop this guide to cover the most common user stories. Getting Started Managing CT Orders Workshops","title":"Administrator Guide","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/index.html","titles":[]},"918":{"id":918,"text":"This article provides an overview table of all the features available in the CT Orders package and CT Mobile app by the feature release version. Feature Available in CT Orders package since version Available in CT Mobile iOS since version Available in CT Mobile Windows since version Core Functionality Product search, selection, and adding mechanics 1.0 2.3 1.3 Synchronization and CT Orders activation 1.0 2.3 1.3 Order Change Manager 1.7 — — Sync web service Sessions Handling Spring '21 — — Initial package activation 1.0 Not Applied Not Applied Catalogs Catalog creation 1.0 — — Add products to the catalog 1.0 — — Product search 1.0 2.3 1.3 Filter options in the products search sidebar 1.0 — — Catalog assignment 1.0 2.3 1.3 Dynamically update catalog assignment Spring '21 2.4 – Promotions Discount Validation 1.0 2.3 1.3 Promo creation 1.0 — — Add products to promotion 1.0 — — Product search 1.0 2.3 1.3 Filter options in the products search sidebar 1.0 — — Promo assignment 1.0 2.3 1.3 Dynamically update promotion assignment Spring '21 2.4 – Set Discount Levels 1.0 — — Specify Payment Terms in Promo — — — Delivery Management Manage addresses 1.0 2.3 1.3 Manage deliveries 1.0 2.3 — Set # of days between deliveries with and without holidays assumption — — — Order Split Spring '21 2.4 — Quotas Winter '22 2.6 — Product Availability Winter '22 2.6 — Product Management Support bundles in catalogs and promo 1.5 2.3 1.3 Support bundles in an order 1.5 2.3 1.3 Support multiplier for bundles 1.0 2.3 — Support units in package 1.5 2.3 1.3 Support multiplicator for products in the order cart Spring '21 2.4 — Price book creation 1.0 — — Switching between views in the Catalog section — — — Product Validation in Order Limit Rules Summer '21 2.6 — Product Availability Winter '22 2.6 — Quotas Winter '22 2.6 — Price Management Calculate the price for an order 1.0 1.5 1.3 Setup pricing procedure 1.0 — — Pricing Engine 2.0 (New discount calculation logic) Summer '21 2.5 1.3 Procedure Builder Tab '23-R1 February 2.7 — Discount Management Manual discounts Summer '21 2.5 1.3 Setup calculation types Summer '21 — — Exception conditions Summer '21 — 1.3 Define quantity calculation level for calculation types Summer '21 2.5 1.3 Quantity settings Summer '21 2.5 1.3 Discount recalculation Summer '21 2.5 1.3 Advanced Criteria 2.0 Summer '22 2.7 — Apply multiple conditions from one calculation type Summer '22 2.7 — Links Winter '22 2.6 — Order Management The Order Page interface 1.0 2.3 1.3 Support multi-deliveries for an order 1.0 2.3 1.3 Delivery summary 1.7 2.3 — Manage quantity rules 1.0 2.3 — The Totals panel as the summary menu 1.0 2.3 1.3 Price tags Spring '21 2.4 — Boolean price tag and discount scale Spring '22 2.7 — Advanced search in an order Spring '21 2.4 — Mass actions Spring '21 2.4 — Editable fields Summer '21 2.5 1.3 Salesforce validation rules Summer '21 2.7 — Freebies Freebies in an order 1.7 2.3 1.3 Auto-population and update Summer '21 2.5 1.3 Delivery control: distribute freebies in the first or last delivery Summer '21 2.5 1.3 Freebie Multiplier Winter '22 2.7 — Freebie Value Spring '22 2.7 — Level Formula Summer '22 2.8 — Freebie Management Tab '23-R1 February 2.7 — Order Life Cycle Order validation 1.0 2.3 1.3 Order save draft, finalization, and cancellation logic 1.5 2.3 1.3 SDK Tools Custom price tags Summer '21 — — Updating the order fields Summer '21 — — Info icon Summer '21 — — Other Standard Salesforce Product support Summer '21 2.5 — СG Cloud support Summer '21 2.5 — Support Salesforce validations Summer '21 2.5 — Web Service Connection and Discount Calculation Summer '22 2.7 —","title":"CT Orders Features Overview","component":"ctorders","version":"","name":"ct-orders-features-overview","url":"/ctorders/ct-orders-solution/ct-orders-features-overview.html","titles":[]},"919":{"id":919,"text":"CT order objects make up functional countors depending on their purpose, but some play an important role in several processes. To view the object model in a larger resolution, right-click on the image, call the context menu, and click Open Image in New Tab.","title":"CT Orders Object Model","component":"ctorders","version":"","name":"ct-orders-object-model","url":"/ctorders/ct-orders-solution/ct-orders-object-model.html","titles":[]},"920":{"id":920,"text":"Table of Contents General Lightning Web Security Custom Field Limitations Case Sensitive Settings Text Area (Rich) Field Limitations Address Configuration Promotion and Catalog Management Freebies Management SOQL Specifications Formula Fields Delivery Management Order Management Multiplicator Calculating Discounts Negative values Formula Fields Refer to this article to learn about functional limitations and some of the known issues of the CT Orders package. Lightning Web Security for Lightning web components is not supported. Check the following: Go to Setup → Security → Session Settings. In the Lightning Web Security section, check that the Use Lightning Web Security for Lightning web components checkbox is inactive. The setup is complete. To avoid errors, the API name of the custom field must be different from the API name of the CT Orders package field (not including the orders__ namespace prefix) on the same object. For example, if you have orders__UnitPrice__c on the Product object, do not create UnitPrice__c. For more details, please refer to the Salesforce Known Issue. CT Orders settings are case-sensitive, so be careful when entering API names when creating records. Currently, the CT Mobile app does not fully process the Text Area (Rich) data type. If you enter formatted text or special symbols (as apostrophes) via the web interface, you will see the text with HTML tags on the mobile device. We recommend using other Text data types or entering text without formatting. CT Orders does not support the processing of compound fields (formulas), such as BillingAddress and ShippingAddress. By default, there are no layouts for Catalog Line Item and Promotion Line Item objects, so when you add products on the Product Management tab, you will see the records' Ids instead of product names. Create a layout to display the product names. For freebies with the Criteria Based condition type, the system applies a SOQL filter to search through the list of records. If IN operator is required, we suggest selecting the List Based freebie condition with the specified list of products instead of the Criteria Based one. Formula fields requiring recalculation during order management are not supported for freebies. You cannot create multiple deliveries for the same date and address combination: Units Count Step is a multiplicity step in the order cart, which must be divisible by the Units in Package value and also greater than that value. I.e. if you set Units in Package to 5, the Units Count Step must be at least 10. The built-in calculator and Web Service are not designed to work with negative values. The calculations are performed modulo and if the price value is negative, for example, due to very large values of applied discounts, then there may be errors in further calculations. This limitation affects all platforms—Salesforce, iOS, and Windows. Formula fields requiring recalculation during order management are not supported for calculating discounts.","title":"General Limitations","component":"ctorders","version":"","name":"general-limitations","url":"/ctorders/ct-orders-solution/general-limitations.html","titles":[{"text":"General","hash":"h2_951662406","id":1},{"text":"Lightning Web Security","hash":"h3_1483371260","id":2},{"text":"Custom Field Limitations","hash":"h3_1728072365","id":3},{"text":"Case Sensitive Settings","hash":"h3_1554838289","id":4},{"text":"Text Area (Rich) Field Limitations","hash":"h3_1717089794","id":5},{"text":"Address Configuration","hash":"h3_35438396","id":6},{"text":"Promotion and Catalog Management","hash":"h2_872355444","id":7},{"text":"Freebies Management","hash":"h2_25586823","id":8},{"text":"SOQL Specifications","hash":"h3_25586823","id":9},{"text":"Formula Fields","hash":"h3_1598835347","id":10},{"text":"Delivery Management","hash":"h3_884774678","id":11},{"text":"Order Management","hash":"h2_1062646429","id":12},{"text":"Multiplicator","hash":"h3_1206446755","id":13},{"text":"Calculating Discounts","hash":"h2_176614697","id":14},{"text":"Negative values","hash":"h3_1475579741","id":15},{"text":"Formula Fields","hash":"h3_1001740197","id":16}]},"921":{"id":921,"text":"CT Orders is a powerful and comprehensive order management solution that works in conjunction with your ERP or Salesforce CRM system and the CT Mobile app. Go to CT Orders Features Overview to find all the features available in the CT Orders package and CT Mobile app by the feature release version. Available only in Salesforce Lightning Experience interface. The CT Orders package is designed to seamlessly fit into your organization’s workflow, offering three various approaches to the implementation of the CT Orders: CRM: CT Pharma / CT CPG + CT Mobile. ERP + CRM as front end: SAP + CT Pharma / CT CPG + CT Mobile. In this case, promotions must be received from SAP. Combination of ERP and CRM: SAP + CT Pharma / CT CPG + CT Mobile. In this case, you can set parameters in both ERP and CRM. For example, ERP stores long-term discounts per segment according to the client and brand. On the CRM side, brand managers can provide short-term promotions given the marketing strategy for a new product. To start using CT Orders, the system administrator should follow these steps: Install CT Pharma/CT CPG and CT Orders packages. Set up the Salesforce instance. Define Product and Activity objects. Configure the required mappings. Add permission to create orders for required accounts. Create and assign Catalogs and Promotions. Create a Sales Organization. Assign users. Create and assign price books. Set up addresses. Create the appropriate layouts and customize the Totals panel. Additionally, define the desired order types and delivery restrictions. Configure the price calculations and discounts. Set up Freebies distribution. Add product validations in the order cart with the help of limit rules, product availability, and quotas. Additionally, set up integration with CT Mobile for offline order creation. Additionally, configure Web Service. In Salesforce, Web Service may be used to execute calculations from different channels in one place instead of a built-in calculator. Consider that some features are available only with the active Web Service. In CT Mobile 2.7, calculations are only performed using the Web Service. In future releases, it will be possible to choose between the internal calculator and the Web Service. Create orders in Salesforce and CT Mobile. Additionally, implement additional features, including SD features.","title":"About CT Orders Solution","component":"ctorders","version":"","name":"index","url":"/ctorders/ct-orders-solution/index.html","titles":[{"text":"Architecture","hash":"h2_1478584389","id":1},{"text":"Package Setup and Configuration","hash":"h2_1497949164","id":2}]},"922":{"id":922,"text":"For the stable performance of the CT Orders module in the CT Mobile iOS application, the following load values are recommended: Catalogs: 1500 product per each catalog (excluding bundles) Orders: 500 products per each order (for 1 delivery) 30000 commercial conditions, including records of the following objects: Calculated Discounts Condition Levels Condition Groups Calculation Types Conditions Condition Dependencies","title":"Recommended Load Values for CT Mobile iOS Users in CT Orders Module","component":"ctorders","version":"","name":"limitations-for-ct-mobile-ios-users","url":"/ctorders/ct-orders-solution/limitations-for-ct-mobile-ios-users.html","titles":[]},"923":{"id":923,"text":"In this section, learn about latest news of the CT Orders releases: Release Notes Salesforce Updates","title":"News","component":"ctorders","version":"","name":"index","url":"/ctorders/news/index.html","titles":[]},"924":{"id":924,"text":"To create a new Account: Go to the Accounts tab. Click New. Fill in the Account Name field. Fill in other fields if necessary. Click Save.","title":"3. Create an Account","component":"ctorders","version":"","name":"create-an-account","url":"/ctorders/quick-start/create-an-account.html","titles":[]},"925":{"id":925,"text":"Let’s create an order with a discount for the selected client’s account: Go to CT Orders and click New. Complete the form as follows: Order Type: Order. Account: METRO. Price Book: select the price book you created earlier. Sales Organization: Default. Stage: On-hold. Click Save. On the CT Order tab, click on the newly created order. On the selected CT Order page, click Edit Cart. Expand the catalog on the left side and select some products. Click Add. Fill out the Delivery window. Set the different amounts of items for each product to check the discount by the levels. Click Finalize. Congratulations! You created your first order in your organization. Now, you can apply advanced functions of CT Orders: Product management. Catalog management. Price management. Discount management. Promotions. Freebies management. Order Management. Price tag. Product validation. Delivery management. Web service.","title":"7. Create an Order","component":"ctorders","version":"","name":"create-an-order","url":"/ctorders/quick-start/create-an-order.html","titles":[]},"926":{"id":926,"text":"To create and assign a CT Price Book for the sales organization: Go to CT Price Books and click New. Enter the following data: Enter your new Price Book Name. For example, Main PB '20. Left blank the External Id field. Add a short description in the Description field. Select the default Sales Organization. Make sure the Active checkbox is selected. Specify Order Types for which the Price Book will be available (1). This field is required if you want representatives to be able to create offline orders, as the Order Type is mandatory on the default mobile layout. Click Save. The CT Price Book is assigned.","title":"5. Create and Assign a CT Price Book","component":"ctorders","version":"","name":"create-and-assign-a-ct-price-book","url":"/ctorders/quick-start/create-and-assign-a-ct-price-book.html","titles":[]},"927":{"id":927,"text":"To create a parent catalog and two child catalogs: Go to Catalogs and click New. Complete the form as follows: Catalog Name: Dairy Products. Select the Order from the Order Type column. Select Default Sales Organization. Make sure the Available for All Accounts checkbox is unchecked. Click Save. The Dairy Products catalog is created. Open the Product Management tab. On this tab, you can see all products in your instance database that match the required criteria. Let us create two child catalogs for Milk and Sour cream products. Click the Add new sub-catalog button (1). Click button and enter the catalog name (2). Click button to add a sub-catalog (3). Click on switch (4) to change the list view to hierarchy to add multiple product catalogs. Enter Milk in the Search box. All products are displayed in catalogs for each brand. Expand the brands to see catalogs with various types of milk products. Select the first three catalogs with milk products (5). Drag the catalogs to the Milk catalog you created on the right panel. Repeat the steps and create a catalog with Sour cream products. Click Save. The catalogs are configured. Next, assign the parent catalog to the METRO account. The child catalogs inherit the assignment from the parent catalog. Open the Catalog Assignment tab and enter METRO in the Search box. Drag the account record (1) to the designated area on the right (2). Click Save. The Dairy Products catalog with both child catalogs is now assigned to the METRO account. You can also assign catalogs by creating a new assignment record on the Catalog Assignments tab:","title":"4. Create and Assign Catalog","component":"ctorders","version":"","name":"creating-and-adding-catalogs-1-0","url":"/ctorders/quick-start/creating-and-adding-catalogs-1-0.html","titles":[{"text":"Create a Catalog","hash":"h2_1907685214","id":1},{"text":"Assign Catalogs","hash":"h2_1222266733","id":2}]},"928":{"id":928,"text":"In this Quick Start Guide, you will learn how to create a Sales Organization and a basic order: 1. Install the CT Orders Package 2. Create a Sales Organization 3. Create an Account 4. Create and Assign Catalog 5. Create and Assign a CT Price Book 6. Add Products 7. Create an Order The following sample data will be used: This is sample data. You can replace specified records of Sales Organization, Account, and Catalogs with the desired ones. Sales Organization: Default Sales Org Account: METRO Delivery Address: two different addresses Parent Catalog: Dairy Products Sub-catalogs: Sour Cream, Milk CT Price Book: Main PB '20 Order Type: Order","title":"Quick Start Guide","component":"ctorders","version":"","name":"index","url":"/ctorders/quick-start/index.html","titles":[]},"929":{"id":929,"text":"Follow these instructions to install the CT Orders managed package. Contact the Customertimes team to obtain a direct link for the managed package installation: in your sandboxes; in your production environment. Log in to Salesforce. Select the security level of installation. It is recommended to select Install for Admins Only security level. An org can contain numerous profiles. It may be unwise to give admin permissions to all the users. Admin can set the permissions for specific users after the package installation. Select the checkbox to confirm the installation of a non-Salesforce application. Click Install. The installation is complete. It will take some time for the CT Orders package to install. You will receive the email at the specified email address when the process is finished. After the installation: Go to the CT Orders Control Panel page and open the Self API tab. orders.Allow Management of SelfAPI custom permission is required to access the Self API tab. On the pop-up window, click Allow. Make sure that your account status is set to Authorized. The setup is complete. By default, all necessary settings are already configured after the package installation. To check them, refer to Setting Up an Instance.","title":"1. Install the CT Orders Package","component":"ctorders","version":"","name":"installing-the-ct-orders-package","url":"/ctorders/quick-start/installing-the-ct-orders-package.html","titles":[]},"930":{"id":930,"text":"In this section, learn how to start using the CT Orders package: Setting Up an Instance Required Permissions for a Specific Role","title":"Getting Started","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/getting-started/index.html","titles":[]},"931":{"id":931,"text":"In this section, learn how to manage CT Orders: Sales Organization Management Product Management Catalog Management Price Management Discount Management Freebies Management Order Management Product Validation in Order Delivery Management Order Change Manager Web Service SDK CG Cloud Support","title":"Managing CT Orders","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/managing-ct-orders/index.html","titles":[]},"932":{"id":932,"text":"In this section, you can find workshops for main CT Orders features: Workshop 1.0: Creating Basic Order Workshop 2.0: Setting Up Discounts Workshop 3.0: Working with Freebies Workshop 4.0: Working with Offline Orders Workshop 5.0: Implementing Additional Features Workshop 6.0: Working with Product Availability, Limit Rule, and Quota Workshop 7.0: Calculating Discounts with Web Service","title":"Workshops","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/workshops/index.html","titles":[]},"933":{"id":933,"text":"Here we highlight the required actions due to Salesforce Releases affecting CT Orders operation. Salesforce Spring '21 Release","title":"Salesforce Updates","component":"ctorders","version":"","name":"index","url":"/ctorders/news/salesforce-updates/index.html","titles":[]},"934":{"id":934,"text":"In the new release, Salesforce is restricting the login ability for users belonging to standard external Community profiles or Portal profiles. It means that users who are assigned to standard external profiles will not be able to log in into the customer’s Community or Portal unless the customer opted out or turned on the applicable preference in Communities or Site Settings prior to the release. ISV applications will not be accessible by such users. To avoid disruptions: Clone the standard Community/Portal profile(s) currently in use for login, change object permissions to meet their business needs, and re-assign active users to the new profile. If continued use of standard external profiles is required, go to Setup → Release Updates → activate Allow Users to Use Standard External Profiles to Self-Register and Log Into Communities and Portals. In the case of using standard external profiles in the test Apex classes or otherwise, update all components that refer to standard profiles if step 2 is not taken. The setup is complete.","title":"Salesforce Spring '21 Release","component":"ctorders","version":"","name":"salesforce-spring-21-release","url":"/ctorders/news/salesforce-updates/salesforce-spring-21-release.html","titles":[]},"935":{"id":935,"text":"Table of Contents CT Orders for CT Mobile 2.6 CT Orders for CT Mobile 2.5 CT Orders for CT Mobile 2.4 CT Orders for CT Mobile 2.3 Here you could find a CT Orders feature, the link to the corresponding article, and the version of CT Mobile since which the feature is available. Add the CT Orders module to the CT Mobile iOS app to have the ability to take orders. Dynamic control over the quantity and cost of products, bundles, or freebies for the whole order or several deliveries. Downloading Limit Rules during the sync process. Applying limit rules to orders or deliveries and checking the real-time validation during the order creation. Dynamic control over the availability of products, bundles, and freebies for order and deliveries on certain dates. Support for new product fields to implement the product availability logic. During the sync process, the Product Availability records will be downloaded for all active products on the mobile device. Automatic check to display only available products and bundles in catalogs and promotions. Tap the Info icon next to the product in the promotion, catalog, order cart, or freebie window to see up to 3 records of availability dates for a paid product or freebie. Dynamic control of a limited number of products, bundles, and freebies, such as when launching a new product, running a promotion for a selected customer segment, or withdrawing a product from production, by distributing product quotas to sales reps. Blocking the Finalize button until the quota search is completed. Sales reps can reserve an available number of a product by quota and still be able to allocate all products in that quota among the orders. Tap the Info icon next to the product in the promotion, catalog, order cart, or freebie window to see the booked and used quotas. In case of errors, error messages will be displayed. Highlighting of all triggered Delivery Line Items for the same error. Switch between error messages and tap Revalidate to recalculate the limit and quota rules again. Code refactoring and performance improvements. Dynamic loading of products during catalog or promo opening to reduce data loading time. The ability to add the whole catalog if the Disable Mass Action checkbox is inactive. Integrate with Salesforce CG Cloud solution to apply complex order-taking logic to its objects. Use the Salesforce Product object in bundles, catalogs, and promotions. Create orders for the Retail Store object. Use dynamic groups to keep stores and sales products up-to-date. A fully configurable pricing procedure that allows you to implement complex custom scenarios with manual and total discounts if needed: The standard Pricing Procedure version 1 is also supported. Use either the standard v.1 syntax or customize the new pricing procedure using the steps with a broadened syntax. Set pricing procedure steps to write the intermediate discount results. Add step conditions to determine the step applicability. Implement SDK step to use custom project logic. Enhanced discount calculation capabilities: Define quantity settings for discount calculation on Calculation Type. Set exception conditions to apply the discount under specific circumstances. Specify any field on any object to be used as a discount rate source. Launch full or partial recalculation in the order cart if the selected field value is altered. Take advantage of full and partial recalculation and auto-update of freebies in order triggered by changes in the set of products in the cart. Control the freebie distribution among several deliveries. Editable fields allow entering data in custom fields in real-time. Performance improvements for opening orders with large catalogs, promotions, and numerous deliveries. On the Order Cart screen, the header bar is fixed so that users can scroll through the order cart without losing sight of the names of columns. Multiplicator provides flexible management of product quantity per delivery. The quantity is calculated automatically based on multiplicity settings processed on three levels: Product,Price Book Line Item, Catalog Line Item, or Promotion Line Item. Add the display of price tags for a convenient visualized method of informing your sales reps about the applied calculation type and discount required quantity for reaching the next discount level and special conditions for each product added to the cart. Perform an advanced search in orders in all fields among all products in the Catalog and Promotion sections and already added to the order cart, including freebies. Order split allows the distribution of products between multiple deliveries to meet your company’s logistic and financial requirements: Define the split parameters for different departments and order types; Review the split delivery summary with details for each delivery before finalization. Improved freebies validation now provides versatile validations to improve the working experience when adding freebies in orders. The system now checks active promotion dates, min/max required products, and other settings influencing the final freebies calculation per order and displays errors in the user interface. Optimized process for discount calculations. Instead of adding products per unit, use a mass action to add Promotion and Catalog (or sub-catalog) lists to the cart. Work with offline orders in the CT Mobile by adding the CT Orders module to the app menu. Create orders on the Account, Contact, or Activity records through the customizable mini-layout. Manage the created offline orders on the Edit Cart screen: Search the regular products, free goods, and product bundles and select the right ones with specific prices structured in the catalogs hierarchy or joined in promotions, filtered for the customer. Manage multi-address deliveries. Control the number of deliveries and the applicable dates. Apply quantity rules for setting up min and max products in delivery. Finalize the order to restrict any changes in the CT Mobile app and send the order for further processing in Salesforce. Advanced logic allows offline calculation of each discount separately or in combinations tailored for the type of the order. Validation of the product list, prices, and quantities in the CT Mobile app. The total price is displayed on the Order cart screen. A bundle is a new type of product that includes several products. Bundles are now supported for use in Catalogs in Promotions. Further product management now allows controlling units in a package on the Product level. Freebies management window with the dedicated button. Delivery summary window display before finalizing the order.","title":"CT Orders for CT Mobile iOS Release Notes","component":"ctorders","version":"","name":"ct-orders-for-ct-mobile-ios-release-notes","url":"/ctorders/news/release-notes/ct-orders-for-ct-mobile-ios-release-notes.html","titles":[{"text":"CT Orders for CT Mobile 2.6","hash":"h2_1184861496","id":1},{"text":"Major Features","hash":"h3_2012766947","id":2},{"text":"Limit Rules","hash":"h4_1633116198","id":3},{"text":"Product Availability","hash":"h4_57267150","id":4},{"text":"Quotas","hash":"h4_878037613","id":5},{"text":"Validation","hash":"h4_2076452535","id":6},{"text":"Other Improvements","hash":"h3_1371842020","id":7},{"text":"CT Orders for CT Mobile 2.5","hash":"h2_1184861497","id":8},{"text":"Major Features","hash":"h3_1258541938","id":9},{"text":"CG Cloud Support","hash":"h4_719537598","id":10},{"text":"Discount Management","hash":"h4_1068677388","id":11},{"text":"Freebies","hash":"h4_2048041897","id":12},{"text":"Other improvements","hash":"h3_1409574029","id":13},{"text":"CT Orders for CT Mobile 2.4","hash":"h2_1184861498","id":14},{"text":"Major Features","hash":"h3_1288754851","id":15},{"text":"Order Management","hash":"h4_580391303","id":16},{"text":"Delivery Management","hash":"h4_2034780073","id":17},{"text":"Other Improvements","hash":"h3_1881527946","id":18},{"text":"CT Orders for CT Mobile 2.3","hash":"h2_1184861491","id":19},{"text":"Major Features","hash":"h2_1258541938","id":20},{"text":"Order Management","hash":"h3_580391303","id":21},{"text":"Product Management","hash":"h4_1817507152","id":22},{"text":"Other Improvements","hash":"h3_230916525","id":23}]},"936":{"id":936,"text":"Table of Contents CT Orders for CT Mobile 1.3 Product Management Freebie Management Order Management Discount Management Here you could find a CT Orders feature, the link to the corresponding article, and the version of CT Mobile since which the feature is available. Add the CT Orders module to the CT Mobile Windows app to have the ability to take orders. A bundle is a new type of product to include several products. Bundles are now supported for use in Catalogs and Promotions. Product management allows controlling units in a package on the Product level. Freebies management window with the dedicated button. Freebies validation provides versatile validations to improve the working experience when adding freebies to orders. The system checks active promotion dates, min/max required products, and other settings influencing the final freebies calculation per order and displays errors in the user interface. Take advantage of full and partial recalculation and auto-update of freebies in order triggered by changes in the set of products in the cart. Control the freebie distribution among several deliveries. Work with offline orders in the CT Mobile by adding the CT Orders module to the app menu. Create orders on the Account, Contact, or Activity records through the customizable mini-layout. Manage the created offline orders on the Edit Cart screen: Search the regular products, free goods, and product bundles and select the right ones with specific prices structured in the catalogs hierarchy or joined in promotions, filtered for the customer. Manage addresses for deliveries. Apply quantity rules for setting up min and max products in delivery. Finalize the order to restrict any changes in the CT Mobile app and send the order for further processing in Salesforce. Editable fields allow entering data in custom fields in real-time. Validation of the product list, prices, and quantities in the CT Mobile app. The total price is displayed on the Order cart screen. A fully configurable pricing procedure that allows you to implement complex custom scenarios with manual and total discounts if needed: The standard pricing procedure version 1 is also supported. Use either the standard v.1 syntax or customize the new pricing procedure using the steps with a broadened syntax. Set pricing procedure steps to write the intermediate discount results. Add step conditions to determine the step applicability. Enhanced discount calculation capabilities: Define quantity settings for discount calculation on Calculation Type. Set exception conditions to apply the discount under specific circumstances. Specify any field on any object to be used as a discount rate source. Launch full or partial recalculation in the order cart if the selected field value is altered.","title":"CT Orders for CT Mobile Windows Release Notes","component":"ctorders","version":"","name":"ct-orders-for-ct-mobile-windows-release-notes","url":"/ctorders/news/release-notes/ct-orders-for-ct-mobile-windows-release-notes.html","titles":[{"text":"CT Orders for CT Mobile 1.3","hash":"h2_1184861462","id":1},{"text":"Product Management","hash":"h3_1817507152","id":2},{"text":"Freebie Management","hash":"h3_62076529","id":3},{"text":"Order Management","hash":"h3_580391303","id":4},{"text":"Discount Management","hash":"h3_1068677388","id":5}]},"937":{"id":937,"text":"Table of Contents The CT Orders Package 25 R1 The CT Orders Package 24 R2 The CT Orders Package 24 R1 The CT Orders Package 23 R3 The CT Orders Package 23 R2 April The CT Orders package 23 R1 March The CT Orders package 22 R4 December The CT Orders package 22 R3 July The CT Orders package Summer '22 The CT Orders package Winter '22 The CT Orders package Summer '21 The CT Orders package Spring '21 The CT Orders package Summer '20 Here you could find a feature, the link to the corresponding article, and the version of the CT Orders package since which the feature is available. After installing or upgrading to this version, please perform post-installation actions, if you haven’t done so already. Smart Order Assistant: AI-powered tool for the order cart, including features: Create orders from a photo or screenshot Clone orders Use voice commands Apply smart order templates If the Enable Fast Product Adding checkbox is enabled in the Left Panel Setting, press Enter key to add searched products to the order cart. Sorting items by quantity in the order cart. Default Address field for fast delivery creation. Sync Transaction records are now deleted automatically after disconnecting from the Web Service. New custom permission: orders.Allow Management of AuthData – manually manage Auth Data records. After installing or upgrading to this version, please perform actions on the Self API tab on the CT Orders Control Panel as described here. DiscountRatePercent and DiscountRateAmount fields on Condition Level object are now validated for negative values. New Assigned On Order checkbox on the Promotion object. If enabled, the promotion is displayed in the order screen. The Payment Terms column on the Discount Management tab is now hidden by default. Order cart now better fits full screen. Deliveries in the Delivery Summary pop-up are now sorted in chronological order according to delivery date. Products are added to Catalog/Promotion in the same order as they have been selected on the Product Management tab. Bundles functionality improvements: Quotas are now validated for bundles. Bundles with Set Quantity On = Header can be distributed as freebies. New design of the Product Management tab for promotions and catalogs, including bundles components. New Ignore Bundle Components checkbox added for Quota record. If enabled, the quota is not available for bundle components. List Price value for Header-Components bundles is displayed as a sum of listPrice values of the bundle’s components after adding them to the order cart. Freebies can be distributed not only for the whole bundle, but also to selected products of the bundle. New Ignore Component Availability checkbox added for bundles. If enabled, the components of bundle are always available disregarding their Product Availability status. Default Availability Type and Product Availability fields now take effect on bundle disregarding if it’s calculated on header or on components. New Parent Catalog Line Item and Parent Promotion Line Item lookup fields added for Catalog Line Item and Promotion Line Item objects to work with new bundles logic. New Restrict by Order content checkbox is added for the Freebie Condition object. If enabled, only Order Line Item records with Quantity> 0 are distributed as freebies. To work with bundles, please manually create the Product Component lookup field to the Product Component object (in CT CPG or CT Pharma) on Catalog Line Item and/or Promotion Line Item. The new Filter Setting allows to set up fields to filter products in the order cart. Improved performance while opening the order cart and prices recalculation. Added validation that Max Quantity Per Delivery value is greater or equal than Min Quantity Per Delivery value on the CT Product, Pharma Product and Product2 objects. If the Fields To Display parameter is not set in the Totals Panel Setting, no fields will be displayed in the Total Panel of the order cart. Prices are calculated more precisely in the Procedure step. Fields with automatically corrected invalid values are now highlighted in the order cart. New Left Panel Setting is added to configure displaying Catalogs and Promotion tabs in the left list of the order screen. Self API tab is added to the CT Orders Control Panel. New Export CSV Setting is added for OM Settings. Added sorting by product name in order cart. Pressing the Tab button in the order cart switches to editing the same field on the next order item. The Field Search Based On field is added to the Calculation Type object. This field determines if Condition Fields will be searched starting from Order Line Item or Delivery Line Item when performing calculation for the Web Service. Calculation Types with Field Search Based On set to Delivery Line Item will be ignored and excluded from the Price Tag logic if calculations by Web Service are not use. The SKU Field is now mandatory to create an object settings. New features for Limit Rules: Limit Rules are now validated, if their Apply Conditions contain a reference via Order Line Item Id field and the order draft has not been saved. New $.deliveryOrder operator for Apply Condition and Exception Condition on Limit Rules, which specifies certain index of the delivery in the order (0, 1, 2 etc). New Global Exception field to support multi-delivery exception conditions for Limit Rules. If it’s enabled, it triggers searching Exceptions Condition field in the whole order, disregarding the value of the Apply Condition field. New Custom Validation Message field on Limit Rule. Contains API name of custom label, which is displayed as the validation message when the Limit Rule is applied to the order or delivery. The !Order shortcut can be set for Address Setting SOQL Filter. In previous version, you could use !Account and !RetailStore shortcuts to get relevant custom address records for an order. Now, you can also use the !Order shortcut for this purpose in the SOQL Filter field. For example: WHERE Id = '{!Order.orders__AddressId__c}' Support comparison operators in JSON of the Condition Details field in the Freebie Condition. In previous version, you could use equal, notEqual, contain, notContain, in, notIn as values for the operator key in JSON of Condition Details field in Freebie Condition. Now, you can also use greater, greaterOrEqual, less and lessOrEqual operators. In the Object Setting, the isActive field is used disregarding Object Settings SKU field value. Products from the parent catalog cannot be added to an order. Checkboxes defined as optional, appear as required on the Order Line Item and Delivery Line Item layouts. Delivery Control = None for Freebie Condition does not work for orders with different dates. The product does not appear in available Freebies when filling out an order unless Freebies Quantity Max is specified on the Freebie Level Line Item. Freebies are not displayed in the delivery tab of the order cart, if the Split setting is set. The left panel of the order cart is not minimized after switching to delivery tab, if the Split setting is set. Negative values are allowed for Limit Rules and can be applied for an order. The bundle structure is not displayed when clicking on the bundle icon in the left menu of the order. Info icon displays more than 3 Product Availability entries. Validation for extra parenthesis at the end of JSON in the Level Formula field for the Calculation type object does not work on save. The Advanced Criteria field is required even if the Calculation Method is set to Basic. Width of the All tab in the order cart varies while switching between this and another tabs. Discount is not recalculated for created orders after changing Discount Rate field value in the Condition record. After decreasing the width of the order cart window, the Add button becomes hidden by the side panel. Different validation notifications for empty Limit Quantity and Limit Amount fields in Quotas. Advanced Criteria 2.0 now works both in Web Service and in-app discount calculator. Calculate discounts feature works both in Web Service and in-app discount calculator. Promotions, Catalogs and their sub-catalogs in the Order Cart are now displayed in alphabetical order. New Displayed Field Width field added to Order Line Item Layout. It allows adjusting the width of Product Name and Quantity fields in the order cart, as well as of each field listed in the Fields To Display. New Procedure Builder tab added to set up Pricing Procedure. Now you can build up Pricing procedure 1.0 or 2.0 using friendly interface instead of writing JSON query. New Freebie Management tab added to set up Freebies for Promotion in one place. Now you can set up Freebie conditions using friendly interface instead of writing JSON query. Assign one of the preconfigured permission set groups to users based on their role to have access to the required CT Orders functionalities. Assign new custom permissions to override the standard logic: Allow changing Condition Details of Promotion. The checkmark icon is displayed when several Delivery Line Items are tied to one Order Line Item, and different levels are applied in the conditions. The UX/UI improvement for the order cart: The promotion sales and delivery dates are displayed in each promotion header. If the sales dates are empty, the delivery dates will be displayed instead of them. The Product Availability records are displayed both for products on the left side in the catalogs/promotions and added to the order cart. No more than 3 records are available in a 365-day period. The Totals Panel can be now configured to view price and discount per each delivery. The Disable Mass Adding option on a Catalog record defines whether a sales rep can add a whole catalog to the order cart. Validation for Links with the Best Of dependency action: conditions from one Calculation Type must have the same value in the Unit Of Measure field. Changing criteria for searching the appropriate Totals Panel Settings record. The ability to edit fields with the Lookup type in the order cart. Assign one of the preconfigured permission set groups to users based on their role to have access to the required CT Orders functionalities. Assign new custom permissions to override the standard logic: Allow the same Calculation Types in the Pricing Procedure steps. For order carts, catalogs, and promotions, a search is carried out in the fields that are listed on the product Search Results search layout (including the Name field). Only products that match the selected criteria will be displayed. New operators are supported for JSON in the Advanced Criteria, Condition Details, and Exception Condition fields of the Condition object: The UX/UI improvement: Set up the compact layout for the Product object. The title is the value of the first field in a compact layout, and the subtitle is the value of the second field in a compact layout. In the catalogs and promotions, products are arranged according to their order number (if given) or the order defined inside Catalogs and Promotions. Drag-and-drop products to manage their order. The ability to display fields from parent objects in the order cart and the Product Management tab for catalogs and promotions. Download the package here. For correct operation of new features, use the following versions of target systems: The CT CPG package v. 1.49 and higher. The CT Pharma package v. 2.44 and higher. Before starting work, check all the required permissions here. Set up two-way authorization to transfer data between Web Service and Salesforce and allow the Web Service to use Apex classes and SOQL queries on the Salesforce side for the SDK step and freebie calculations. Set up the connection to use the Web Service calculator instead of the built-in calculator and perform all discount calculations in one place. The ability to load master data to Web Service and keep it up-to-date with the Run Batch button. The new advanced features, such as links, mixed discounts, and freebie values are only available when working with the Web Service. Validations that a sales rep has access to all necessary fields to calculate discounts. Otherwise, the calculation will be carried out by the List Price field. Conduct advanced discount calculations by creating condition dependencies among paid products and freebies based on different or the same Calculation Types and non-zero conditions. Administrators can set 4 types of condition dependencies and the sequence of applying them to the orders. The ability to apply multiple conditions from a single Calculation Type. Advanced Criteria 2.0 provides more flexibility by simultaneously setting several filters and a minimum number of products for different size discounts. Freebie Values allow you to spread a different number of freebies over the freebie levels and deliveries. If Web Service is enabled, freebies will be validated if changes on the Delivery Summary popup affected them. If the matching Condition record was not found on the Condition Group record, the system checks the next Condition Group record. If a quota has child Quota Usage records or was created based on a Quota Template, you cannot change the quota except to extend its validity period by hanging the end date. Updates to keep Quota Usage records up-to-date. Cells with zero quantity of a certain product will be highlighted if that product fits the limit rule, but the minimum quantity or minimum amount for that product was not reached according to the limit rule. For correct operation of new features, use the following versions of target systems: The CT CPG package v. 1.49 and higher. The CT Pharma package v. 2.44 and higher. Set up availability dates of paid products and freebies for offline and online orders and deliveries. Click the Info icon in the order cart to see up to 3 records of availability dates for a paid product or freebie. Automatic check of catalogs and promos to display only available products and bundles in the order cart. Optionally define whether to ignore the default availability for freebies. Regulate sales of a limited number of products, such as when launching a new product, running a promotion for a selected customer segment, or withdrawing a product from production, by distributing product quotas to sales reps. Sales reps can reserve an available number of a product by quota and still be able to allocate all products in that quota among the orders. When saving the order cart, the system validate distributed products against the allotted quotas. Quotas will be also validated if changes on the Delivery Summary popup affected them. Click the Info icon to see the booked and used quotas. Multiplier: specify whether the number of freebies in the order cart must be multiple to the specific value. The freebies quantity will be automatically rounded up. The availability of the added freebies in deliveries will be validated. In future releases, managers can assign different values for freebie products in the Freebie Value field of the Freebie Condition object. Limit rules will be validated if changes on the Delivery Summary popup affected them. In future releases, use the new Settings Panel tab for the secure two-way authorization and setting up the connection with the Web Service. In future releases, the Apply Condition Type field of the Calculation Type object will be responsible for setting the condition(s) to be applied. New JSON keys are available in the Advanced Criteria field for the Condition object. For the Set Value step of the pricing procedure, Calculation Type, and Freebie Condition: The minus and divide operators are supported. The cutDecimalsTo and roundTo keys help you round and truncate the number of the decimal places of the resulting value if necessary. For your convenience, the custom SDK price tag always displays the product name to which it refers. If an order has 140 or more deliveries, use the Calculate Discounts button to reduce the time it takes to calculate discounts and the total price. In the case of a configured Delivery Summary layout, the system validates to see if the limit rules and quotas have been violated when the sales rep has made changes to the supplies. Integrate with Salesforce CG Cloud solution to apply complex order-taking logic to its objects. Use the Salesforce Product object in bundles, catalogs, and promotions. Create orders for the Retail Store object. Use dynamic groups to keep stores and sales products up-to-date. A fully configurable pricing procedure that allows you to implement complex custom scenarios with manual and total discounts if needed: The standard pricing procedure version 1 is also supported. Use the standard v.1 syntax or customize the new pricing procedure using the steps with a broadened syntax. Set pricing procedure steps to write the intermediate discount results. Add step conditions to determine the step applicability. Implement SDK step to use custom project logic. Enhanced discount calculation capabilities: Define quantity settings for discount calculation on Calculation Type. Set exception conditions to apply the discount under specific circumstances. Specify any field on any object to be used as a discount rate source. Launch full or partial recalculation in the order cart if the selected field value is altered. Take advantage of full and partial recalculation and auto-update of freebies in order triggered by changes in the set of products in the cart. Control the freebie distribution among several deliveries. Dynamic control over the product quantity and cost for the whole order or several deliveries: Apply limit rules to all products in the order, or only for those that match conditions. Apply limit rules to a single delivery or a group of deliveries in the order. Set conditions to apply to exclude limit rules in specific cases. Check the real-time validation during the order creation. With the new setting, tailor the order-taking process according to your goals and facilitate the audit purposes: Display custom price tags in the order basket. Update custom fields when adding products to order. Display the info icon with an embedded HTML template. Support for the standard Salesforce validations to control conditions applied during the order creation. Editable fields allow entering data in custom fields in real-time. Decreased processing time when adding many products from catalogs and promotions. Real-time update of search results in catalogs. Highlighting applied filters and the ability to clear all filters. Web-service Improvements, including the possibility to turn off closed order duplications. Multiplicator provides flexible management of product quantity per delivery. The quantity is calculated automatically based on multiplicity settings processed on three levels: Product, Price Book Line Item, Catalog Line Item, or Promotion Line Item. Add the display of price tags for a convenient visualized method of informing your sales reps about the applied calculation type and discount required quantity for reaching the next discount level and special conditions for each product added to the cart. Order split allows the distribution of products between multiple deliveries to meet your company’s logistic and financial requirements: Define the split parameters for different departments and order types; Review the split delivery summary with details for each delivery before finalization. Perform an advanced search in orders in all fields among all products in Catalog or Promotion sections and already added to the order cart, including freebies. With mass actions in order, add or remove all products added to the cart from a selected Catalog or Promotion with one click. Use the active price filter to apply the filter to all records in your order cart’s Catalog and Promotion sections and display only actual products with assigned Price Book and List Price. Improved freebies validation now provides versatile validations to improve the working experience when adding freebies in orders. The system now checks active promotion dates, min/max required products, and other settings influencing the final freebies calculation per order and displays errors in the user interface. A brand new Order Change Manager is an additional session processing agent, that ensures stable operation when opening the order cart in the CT Mobile app. Overall product performance has been improved. A bundle is a new product type that includes several products under one group. Bundles are now supported for use in Catalogs and Promotions. Bundles management is now available for all the roles: Admins can create Bundles in CRM or integrate them from ERP, set up calculations, and quantity rules. Managers can use bundles in Catalogs and Promotions. Sales Reps can use bundles according to settings to form an order. Order features are further improved for quantity management: Control units in a package on the Product level. Control of maximum and minimum values on the Product and Price Book levels. Manage multi-address deliveries. Control the number of deliveries and the applicable dates. Online Order is now aligned due to its life cycle with the following features: Validation for the order on the On Hold stage. Save the order draft, edit, the order cart, and finalize the order. Block editing for the finalized order.","title":"CT Orders Package Release Notes","component":"ctorders","version":"","name":"ct-orders-package-release-notes","url":"/ctorders/news/release-notes/ct-orders-package-release-notes.html","titles":[{"text":"The CT Orders Package 25 R1","hash":"h2_1836106951","id":1},{"text":"The CT Orders Package 24 R2","hash":"h2_290225989","id":2},{"text":"Major Features","hash":"h3_149663536","id":3},{"text":"The CT Orders Package 24 R1","hash":"h2_290225986","id":4},{"text":"Major Features","hash":"h3_1126186873","id":5},{"text":"The CT Orders Package 23 R3","hash":"h2_1553777728","id":6},{"text":"Major Features","hash":"h3_1502650940","id":7},{"text":"The CT Orders Package 23 R2 April","hash":"h2_1746735548","id":8},{"text":"Major Features","hash":"h3_783110532","id":9},{"text":"Resolved Issues","hash":"h3_600655742","id":10},{"text":"The CT Orders package 23 R1 March","hash":"h2_699818774","id":11},{"text":"Major Features","hash":"h3_1956376193","id":12},{"text":"The CT Orders package 22 R4 December","hash":"h2_1975608344","id":13},{"text":"Major Features","hash":"h3_1166002869","id":14},{"text":"Price Management","hash":"h4_782416552","id":15},{"text":"Freebie Management","hash":"h4_1273943364","id":16},{"text":"Custom Permissions and Permission Set Groups","hash":"h4_260496953","id":17},{"text":"Price tags","hash":"h4_419366360","id":18},{"text":"Other Improvements","hash":"h3_350390124","id":19},{"text":"The CT Orders package 22 R3 July","hash":"h2_1756148868","id":20},{"text":"Major Features","hash":"h3_481302646","id":21},{"text":"Custom Permissions and Permission Set Groups","hash":"_custom_permissions_and_permission_set_groups","id":22},{"text":"Search","hash":"h4_656259478","id":23},{"text":"Other Improvements","hash":"h3_573774079","id":24},{"text":"The CT Orders package Summer '22","hash":"h2_1527186819","id":25},{"text":"Major Features","hash":"h3_1819729950","id":26},{"text":"Web Service","hash":"h4_1512079693","id":27},{"text":"Links","hash":"h4_512944023","id":28},{"text":"Mixed Discounts","hash":"h4_313159045","id":29},{"text":"Freebie Management","hash":"h4_62076529","id":30},{"text":"Other Improvements","hash":"h3_1921978271","id":31},{"text":"Discount Management","hash":"h4_219878134","id":32},{"text":"Quota","hash":"h4_1295053106","id":33},{"text":"Limit Rule","hash":"h4_1047129545","id":34},{"text":"The CT Orders package Winter '22","hash":"h2_753275011","id":35},{"text":"Major Features","hash":"h3_1670723894","id":36},{"text":"Product Availability","hash":"h4_57267150","id":37},{"text":"Quotas","hash":"h4_878037613","id":38},{"text":"Freebie Management","hash":"h4_2057147528","id":39},{"text":"Limit Rules","hash":"h4_133304238","id":40},{"text":"Preparing for Web Service","hash":"h4_1273755418","id":41},{"text":"Preparing for Mixed Discounts","hash":"h4_188392436","id":42},{"text":"Other Improvements","hash":"h3_2059353835","id":43},{"text":"The CT Orders package Summer '21","hash":"h2_137398238","id":44},{"text":"Major Features","hash":"h3_1258541938","id":45},{"text":"CG Cloud Support","hash":"h4_1379605186","id":46},{"text":"Discount Management","hash":"h4_1068677388","id":47},{"text":"Freebies","hash":"h4_2048041897","id":48},{"text":"Limit Rules","hash":"h4_1633116198","id":49},{"text":"SDK","hash":"h4_1132174910","id":50},{"text":"Other improvements","hash":"h3_1409574029","id":51},{"text":"The CT Orders package Spring '21","hash":"h2_580524974","id":52},{"text":"Major Features","hash":"h3_944897068","id":53},{"text":"Order Management","hash":"h4_580391303","id":54},{"text":"Delivery Management","hash":"h4_1646196432","id":55},{"text":"Other Improvements","hash":"h3_230916525","id":56},{"text":"The CT Orders package Summer '20","hash":"h2_1703482179","id":57},{"text":"Major Features","hash":"h3_2095028261","id":58},{"text":"Product Management","hash":"h4_1817507152","id":59},{"text":"Order Management","hash":"h4_1098396873","id":60},{"text":"Delivery Management","hash":"h4_2034780073","id":61},{"text":"Other Improvements","hash":"h3_1531464550","id":62}]},"938":{"id":938,"text":"This article holds an ongoing list of our products releases aimed at enriching and support of our customer’s experience: CT Orders Package Release Notes CT Orders for CT Mobile iOS Release Notes CT Orders for CT Mobile Windows Release Notes","title":"Release Notes","component":"ctorders","version":"","name":"index","url":"/ctorders/news/release-notes/index.html","titles":[]},"939":{"id":939,"text":"If you created a new CT Price Book, you will need to manually add CT Price Book Line Items. If no CT Price Book Line Item is found for a CT Product, the CT Product will not be added to the list of products for delivery on the CT Order page. Do one of these: Go to CT Price Books tab and click on the desired CT Price Book. Go to CT Product tab and click on the desired CT Product. In the Price Book Line Items section, click the New button. Complete the form as follows: Select the Price Book you created. Set up Minimum and Maximum Quantity Per Delivery. Set up Units Count Step. For example, if you set it as 10, this product can be added in quantity of 10, 20, 30 etc. Enter a List Price for a CT Product. Select CT Product from the list of available products. This field should be added to the page layout manually after you create the lookup to the product object in your system. Select the Active checkbox to use the specified List Price for the product in the order cart. If you add multiple CT Price Book Line Items for a single product within the CT Price Book, only one can be active at a time. If you try to activate one more, the warning will be displayed. However, you can add and activate different list prices for a product in different Price Books. Click Save.","title":"6.1 Add a Price Book Line Item","component":"ctorders","version":"","name":"add-a-price-book-line-item","url":"/ctorders/quick-start/add-products/add-a-price-book-line-item.html","titles":[]},"940":{"id":940,"text":"The method of adding products described in this article is just a working example. To import your existing products' database, please contact your Customertimes sales representative. To add a Product: Go to CT Product tab. If you do not see it, add it to the panel. Click New. Select Company Product record type and click Next. Fill out the fields: Product name; In the Default Availability Type picklist select Available; Select the Active checkbox. Click Save. Go to the Related tab of the just created Product record. In the Catalog Line Items, click New. Fill out the fields: Select Catalog; Select the Active checkbox. If necessary, specify the Unit Count Step. Click Save.","title":"6. Add Products","component":"ctorders","version":"","name":"index","url":"/ctorders/quick-start/add-products/index.html","titles":[]},"941":{"id":941,"text":"To create a new sales organization user: Go to Sales Organizations and select the appropriate Sales Organization. Click New in the Users section. The New Sales Organization User window is open. In case there is no Users section, add it to the Sales Organization page in the Lightning App Builder. Assign users to your organization: The Sales Organization field is filled out with the selected Sales Organization. In the User field, select the user of the current Salesforce instance. At least one user should be assigned per each existing Sales Organization. Select the Primary checkbox to set the user as a default user for the selected Sales Organization. If the Primary checkbox is not selected, the user record will not be loaded on the device during the synchronization with CT Mobile Click Save. The user is assigned to the selected Sales Organization. Repeat the process if several users should have the ability to create orders for the selected Sales Organization.","title":"2.1 Create a Sales Organization User","component":"ctorders","version":"","name":"create-a-sales-organization-user","url":"/ctorders/quick-start/create-a-sales-organization/create-a-sales-organization-user.html","titles":[]},"942":{"id":942,"text":"To create a new sales organization that supports the Account object: Go to the Sales Organizations tab and click New. Specify the following: Sales Organization: enter the organization’s name. For example, Default Sales Org. (Optional) External Id: fill out in case of the inheritance of segmentation from the customer ERP. Sales Point: select Account. Use the Retail Store option to work with the standard object from the CG Cloud managed package. If needed, select the Turn Off Closed Orders Duplication checkbox. Click Save. The sales organization is created.","title":"2. Create a Sales Organization","component":"ctorders","version":"","name":"index","url":"/ctorders/quick-start/create-a-sales-organization/index.html","titles":[]},"943":{"id":943,"text":"In addition to the required permissions, administrators can assign additional custom permissions to certain users according to the desired business logic. This custom permission allows you to use the same Calculation Type in multiple steps of one pricing procedure. The Calculation Discount record will store the discount based on the last step of the pricing procedure. It is recommended to use conditions for pricing procedure steps when assigning this permission to avoid double triggering the same Calculation Type. This custom permission allows you to edit the Condition Details field of the Freebie Condition object and the Condition Details and Advanced Criteria fields of the Condition object if Promotion is defined. When assigning this permission, consider that it may affect promotions.","title":"Additional Permissions to Override the Standard Logic","component":"ctorders","version":"","name":"additional-permissions-to-override-the-standard-logic","url":"/ctorders/admin-guide/getting-started/required-permissions-for-a-specific-role/additional-permissions-to-override-the-standard-logic.html","titles":[{"text":"Allow the same Calculation Types in the Pricing Procedure steps","hash":"h2_1759465302","id":1},{"text":"Allow Сhanging Condition Details of Promotion","hash":"h2_1283392283","id":2}]},"944":{"id":944,"text":"Table of Contents Permission Set Groups Permissions Sets: Manage Permissions Sets: Read Custom Permissions Four permission set groups must be assigned to the users based on their role. Have a look at accesses and permissions included in the permission set groups. To work with Web Service, the integration user must have permission to carry out discount calculations using the Web Service. For more information, refer to Integration User Permissions. Permission Sets Permission Set Groups CT Orders Read-Only CT Orders Sales Rep CT Order Sales Admin CT Order System Admin OM Manage Catalogs No Yes OM Manage Commercial Conditions OM Manage Limit Rules OM Manage Orders No Yes OM Manage Price Books No Yes OM Manage Product Availabilities OM Manage Promotions OM Manage Quotas OM Manage Sales Organizations No Yes OM Manage Settings No Yes OM Read Catalogs Yes No OM Read Commercial Conditions OM Read Limit Rules OM Read Orders Yes No OM Read Price Books Yes No OM Read Product Availabilities OM Read Promotions OM Read Quotas OM Read Sales Organizations Yes No OM Read Settings Yes No For CT Product or Pharma Product, make sure that your users have access to lookup fields on the following objects: CatalogLineItem PromotionLineItem OrderLineItem DeliveryLineItem FreebieLineItem If necessary, manually add permissions to access lookup fields on those objects. OM Manage Catalogs OM Manage Commercial Conditions OM Manage Limit Rules OM Manage Orders OM Manage Price Books OM Manage Product Availabilities OM Manage Promotions OM Manage Quotas OM Manage Sales Organizations OM Manage Settings CT Orders Objects Apex Classes Visualforce Page Create, Read, Edit, Delete Catalog Catalog Assignment Catalog Line Item CatalogHierarchyGetData CatalogHierarchySaveData ItemsTableDataGetter ItemsTableDataSaver ProductsViewer GetSessionId CT Orders Objects Custom Permission Apex Classes Custom Setting Create, Read, Edit, Delete Condition Condition Group Condition Level Calculation Type Freebie Condition Freebie Level Freebie Level Line Item Freebie Line Item Freebie Type Organization Freebie Type Pricing Procedures Procedure Calculation Type Sales Organization Sync Transaction Commercial Condition Data Batch_CalculatorServiceDeltaReplicator Auth Secret Create, Read, Edit, Delete, View All Condition Dependency CT Orders Objects Create, Read, Edit, Delete Limit Rules CT Orders Objects Custom Permission App Apex Classes Custom Setting Visualforce Page Create, Read, Edit, Delete Calculated Discount Delivery Delivery Line Item Order Order Change Manager Order Line Item Quota Usage Commercial Condition Calculate Order Module (orders__OrderModule) CalculatorController CalculatorHelper CatalogsData ChangeManager DeliverySummaryController DeliveryTableData EnrichSobjects FreebieCalculatorController LimitRulesController LimitRulesGetter OrderLineItemData OrderProcessor PricingCalculatorController ProductAvailabilityGetter PromotionsData QuotasGetter QuotaUsageController SaveTableData SDKExecutor SettingsPanelController SObjectsMetadata TotalsPanelData CalculatorServiceSender CalculatorServiceValidator Auth Secret GetSessionId Create, Read, Edit Quota Read Auth Data CT Orders Objects Create, Read, Edit, Delete Price Book Price Book Line Item Read Sales Organization CT Orders Objects Create, Read, Edit, Delete Product Availability CT Orders Objects Apex Classes Visualforce Page Create, Read, Edit, Delete Promotion Promotion Assignment Promotion Line Item CtTableController ItemsTableDataGetter ItemsTableDataSaver ProductsViewer PromotionController GetSessionId CT Orders Objects Create, Read, Edit, Delete Quota Quota Usage CT Orders Objects Custom Permission Apex Classes Create, Read, Edit, Delete Sales Organization Sales Organization User Sync Transaction Commercial Condition Data Batch_CalculatorServiceDeltaReplicator CT Orders Objects Custom Permission Apex Classes Custom Setting Create, Read, Edit, Delete Settings Sync Transaction Commercial Condition Admin AuthCryptoHelper AuthTokenRest Batch_CalculatorServiceDeltaReplicator Batch_CalculatorServiceReplicator CalculatorServiceRest AuthValidateAccessRest Auth Secret Modify All Auth Data OM Read Catalogs OM Read Commercial Conditions OM Read Limit Rules OM Read Orders OM Read Price Books OM Read Product Availabilities OM Read Promotions OM Read Quotas OM Read Sales Organizations OM Read Settings CT Orders Objects Apex Classes Visualforce Page Read Catalog Catalog Assignment Catalog Line Item orders.CatalogHierarchyGetData orders.ItemsTableDataGetter orders.ProductsViewer GetSessionId CT Orders Objects Read Condition Condition Dependency Condition Group Condition Level Calculation Type Freebie Condition Freebie Level Freebie Level Line Item Freebie Line Item Freebie Type Organization Freebie Type Pricing Procedures Procedure Calculation Type Sales Organisation Sync Transaction CT Orders Objects Read Limit Rule CT Orders Objects App Apex Classes Visualforce Page Read Calculated Discount Delivery Delivery Line Item Order Order Change Manager Order Line Item Quota Usage orders.Order Module (orders__OrderModule) orders.ChangeManager orders.EnrichSobjects orders.OrderLineItemData orders.OrderProcessor orders.SObjectsMetadata orders.TotalsPanelData orders.SDKExecutor GetSessionId Create, Read, Edit, Delete Order Change Manager CT Orders Objects Read CT Price Book CT Price Book Line Item CT Orders Objects Read Product Availability CT Orders Objects Apex Classes Visualforce Page Read Promotion Promotion Assignment Promotion Line Item orders.CtTableController orders.ItemsTableDataGetter orders.ProductsViewer orders.PromotionController GetSessionId CT Orders Objects Read Quota Quota Usage CT Orders Objects Read Sales Organization Sales Organization User CT Orders Objects View All Settings orders.Allow Management of SelfAPI custom permission is required to access the Self API tab of the CT Orders Control Panel. orders.Allow Management of AuthData custom permission is required to access and manually manage Auth Data records. Access Smart Order Assistant custom permission is required to access the CT Agent tab of the CT Orders Control Panel. Manage Smart Order Assistant custom permission is required to add and use Smart Order Assistant on an object’s record.","title":"Required Permissions for a Specific Role","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/getting-started/required-permissions-for-a-specific-role/index.html","titles":[{"text":"Permission Set Groups","hash":"h2_1833191265","id":1},{"text":"Permissions Sets: Manage","hash":"h2_1226990026","id":2},{"text":"Permissions Sets: Read","hash":"h2_104020043","id":3},{"text":"Custom Permissions","hash":"h2_260496953","id":4}]},"945":{"id":945,"text":"By default, these settings are already configured after installing the CT Order package. To create deliveries in order and successfully process products within each delivery, the following settings should be configured: Delivery Mapping Delivery Line Item Mapping If the mapping setting (global or for a selected sales organization) for at least one of these objects is not found, the order creation attempt will result in an error. Configure the Delivery Mapping record: Go to Settings and click New. In the New Settings window, select the Delivery Mapping record type. Configure the settings as follows: If required, select a Sales Organization, for which you configure the mapping. If no Sales Organization is defined for a Setting record, it will be applied globally to all records without configured Sales Organization. Enter the field API name for the Total Price Field from the Delivery record. Enter the field API name for the Total Discount Field from the Delivery record. Click Save. The setup is complete. Configure the Delivery Line Item Mapping record: Go to Settings and click New. In the New Settings window, select the Delivery Line Item Mapping record type. Configure the settings as follows: If you updated an earlier release version of CT Orders to version 2.0 or later, some fields listed below might be absent on your page layout. Please, go to the Settings object and add required fields to the Delivery Line Item Mapping record type layout. If required, select a Sales Organization, for which you configure the mapping. If no Sales Organization is defined for a Setting record, it will be applied globally to all records without configured Sales Organization. Enter the field API name for the Unit Price Field from the Delivery Line Item record. Enter the field API name for the List Price Field from the Delivery Line Item record. Enter the field API name for the Quantity Field from the Delivery Line Item record. You can reuse the package’s Quantity field if the Number (18,0) format is suitable for your organization. You can also create a custom Quantity field with the required measurement specifications. Enter the field API name for the Total Price Field from the Delivery Line Item record. Enter the field API name for the Total Discount Field from the Delivery Line Item record. Click Save. The setup is complete.","title":"Configuring Delivery and Delivery Line Item Mapping","component":"ctorders","version":"","name":"configuring-delivery-and-delivery-line-item-mapping","url":"/ctorders/admin-guide/getting-started/setting-up-an-instance/configuring-delivery-and-delivery-line-item-mapping.html","titles":[{"text":"Delivery Mapping","hash":"h2_658830777","id":1},{"text":"Delivery Line Item Mapping","hash":"h2_2081785946","id":2}]},"946":{"id":946,"text":"By default, these settings are already configured after installing the CT Order package. Configure the main CT Orders settings for an Instance: Go to the Settings tab and click New. In the New Settings window, select Object Settings record type. Specify the following: In the Activity Object, select the corresponding Activity object: CT CPG or CT Pharma. In the Product Object, select the corresponding Product object. Select the corresponding Product Component Object, which will be used as the bundle component. Specify Group Object, if dynamic groups will be used. In the Address Object, specify the API name of the standard Address object. In the SKU Field, specify the API name of the standard Active field of the corresponding Product object. The SKU Field setting is required for the proper operation of the Catalog and Promotions pages. The SKU attribute defines whether the product record can be added to an order. It distinguishes the product SKU record from other product records used to create hierarchy, such as brands, families, etc. If the SKU Field is set to CTCPG__IsSKU__c, then it will correspond with the SKU checkbox on the Product object. If the SKU checkbox is unchecked, the product cannot be added to an order, but will be displayed in the product hierarchy. You may create a custom field of the corresponding Product object to use as the SKU Field. Click Save. The setup is complete.","title":"Configuring Object Setting","component":"ctorders","version":"","name":"configuring-object-setting","url":"/ctorders/admin-guide/getting-started/setting-up-an-instance/configuring-object-setting.html","titles":[]},"947":{"id":947,"text":"By default, these settings are already configured after installing the CT Order package. To create an order and successfully process products added to the cart, the following settings should be configured: If the mapping setting (global or for a selected Sales Org) for at least one of these objects is not found, the order creation attempt will result in an error. Order Mapping Order Line Item Mapping Configure the Order Mapping record: Go to Settings and click New. In the New Settings window, select the Order Mapping record type. Configure the settings as follows: Select a Sales Organization, for which you configure the mapping. Enter field API names from the corresponding fields of the Order Line Item record for the Total Price and Total Discount fields. Click Save. The setup is complete. Create the Order Line Item Mapping record: Go to Settings and click New. In the New Settings window, select the Order Line Item Mapping record type. Configure the settings as follows: If required, select a Sales Organization, for which you configure the mapping. If no Sales Organization is defined for an OM Setting record, it will be applied globally to all records without configured Sales Organization. Enter the field API name for the List Price field from the Price Book Line Item record. Enter field API names from the corresponding fields of the Order Line Item record for other fields. You can reuse the package Quantity field if the Number (18,0) format is suitable for your organization. You can also create a custom Quantity field with the required measurement specifications. Click Save. The setup is complete.","title":"Configuring Order and Order Line Item Mapping","component":"ctorders","version":"","name":"configuring-order-and-order-line-item-mapping","url":"/ctorders/admin-guide/getting-started/setting-up-an-instance/configuring-order-and-order-line-item-mapping.html","titles":[{"text":"Order Mapping","hash":"h2_1000521456","id":1},{"text":"Order Line Item Mapping","hash":"h2_954711883","id":2}]},"948":{"id":948,"text":"By default, these relationships are already configured after installing the CT Order package. To have the ability to add a product from an available catalog or promotion to order and delivery, it is necessary to set up a lookup to the CT Product object on the Catalog Line Item, Promotion Line Item, Price Book Line Item, Order Line Item, Freebie Line Item, and Delivery Line Item objects. To create a lookup to CT Product: Go to Setup → Object Manager → Catalog Line Item → Fields and Relationships and click New. Select the Lookup Relationship data type for the new custom field and click Next. Select the CT Product (or Product, if the CPG package is not installed) object from the Related to picklist and click Next. In the Field Information section: Enter Product as the Field Label. Enter ProductId as the Field Name. The lookup field name must be the same for all objects (Catalog Line Item, Promotion Line Item, Price Book Line Item, Order Line Item, Freebie Line Item, and Delivery Line Item) to avoid an error. When naming the lookup field, please consider the following rules applied by the package logic during a search: Search for a field with the ProductId__c name that has lookups to the corresponding object. If the search is unsuccessful, the system proceeds to the next step. Search for a field with the Product__c name that has lookups on the corresponding object. If the search is unsuccessful, the system proceeds to the next step. Search for lookups that are linked to the corresponding object and select the first one in the search result. Enter a Child Relationship Name for integration purposes: CatalogLineItems. Select the profiles to which you want to grant edit access to this field via field-level security and click Next. Make sure the Catalog Line Item page layout is selected, if you want the CT Product field to be displayed, and click Next. Specify the Related List Label and select the layout that should display the related list field. Click Save. The lookup to the CT Product object on the Catalog Line Item is created. Repeat the steps to create a lookup to the CT Product (or Product) object on Promotion Line Item, CT Price Book Line Item, Order Line Item, Freebie Line Item, and Delivery Line Item objects.","title":"Creating Relationships between Product and CT Orders Objects","component":"ctorders","version":"","name":"creating-relationships-between-product-and-ct-orders-objects","url":"/ctorders/admin-guide/getting-started/setting-up-an-instance/creating-relationships-between-product-and-ct-orders-objects.html","titles":[]},"949":{"id":949,"text":"Prepare the Salesforce instance to have the ability to create an order. Configuring Object Setting Creating Relationships between Product and CT Orders Objects Configuring Order and Order Line Item Mapping Configuring Delivery and Delivery Line Item Mapping","title":"Setting Up an Instance","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/getting-started/setting-up-an-instance/index.html","titles":[]},"950":{"id":950,"text":"Let us create a parent catalog and two child catalogs for different types of products. The catalogs should only be available for the METRO account. To create a parent catalog and two child catalogs: Go to Catalogs and click New. Complete the form as follows: Catalog Name: Dairy Products. Select the Order from the Order Type column. Select Default Sales Organization. Make sure the Available for All Accounts checkbox is unchecked. Click Save. The Dairy Products catalog is created. Open the Product Management tab. On this tab, you can see all products in your instance database that match the required criteria. Let us create two child catalogs for Milk and Sour cream products. Click the Add new sub-catalog button (1). Click button and enter the catalog name (2). Click button to add a sub-catalog (3). Click on switch (4) to change the list view to hierarchy to add multiple product catalogs. Enter Milk in the Search box. All products are displayed in catalogs for each brand. Expand the brands to see catalogs with various types of milk products. Select the first three catalogs with milk products (5). Drag the catalogs to the Milk catalog you created on the right panel. Repeat the steps and create a catalog with Sour cream products. Click Save. The catalogs are configured. Next, assign the parent catalog to the METRO account. The child catalogs inherit the assignment from the parent catalog. Open the Catalog Assignment tab and enter METRO in the Search box. Drag the account record (1) to the designated area on the right (2). Click Save. The Dairy Products catalog with both child catalogs is now assigned to the METRO account. You can also assign catalogs by creating a new assignment record on the Catalog Assignments tab:","title":"How to Create and Assign Catalog","component":"ctorders","version":"","name":"how-to-create-and-assign-catalog","url":"/ctorders/admin-guide/managing-ct-orders/catalog-management/how-to-create-and-assign-catalog.html","titles":[{"text":"Create a Catalog","hash":"h2_1907685214","id":1},{"text":"Assign Catalogs","hash":"h2_1222266733","id":2}]},"951":{"id":951,"text":"The catalog management process includes building a structure of Marketing Catalogs, adding products, and defining catalogs availability. Catalogs are used by managers and sales representatives to create orders. The Catalog page is implemented as a Lightning component with three tabs: The Details tab with the main catalog info. The Product Management tab consists of two sections. The left list section displays a list or hierarchy view of products available for adding to a catalog. The right list section displays products added to a catalog, which are represented as the Catalog Line Item records. Catalog Assignment tab consists of two sections. The left list section displays a list of catalogs. In the right list section, assign catalogs for accounts. The Product Management tab on the Catalog record page allows you to create a hierarchy with sub-catalogs that include products and product bundles. On the left side, the available catalogs and sub-catalogs are displayed as a list or according to hierarchy. Use the toggle to the appropriate view and the Filter button to sort and search. On the right side, create a hierarchy with sub-catalogs and specify products. Search is carried out in the fields that are listed on the product Search Results search layout (including the Name field). Search in list views of general products. Search in dynamic groups. Search by External IDs. Search by a product name. If you selected multiple filters, the products will be displayed that match all the selected criteria. Create the SKU checkbox for the target Product object and specify it in the Object Setting record for the SF Instance. This property signifies that this product is a stock-keeping unit that can be added to catalogs. To add products to catalogs, it is necessary to create a Layout Setting record for the Catalog Line Item object. If a Layout Setting for the object is not found or no field is specified, the record ID will be displayed instead of a product name. Click Add new Catalog to create a catalog and add sub-catalogs: When you add a sub-catalog, a lookup to the parent catalog is created for the sub-catalog record. The maximum levels in the catalog hierarchy are 4: 1 main + 3 nested sub-catalogs. Products can be added only to the lowest level of a catalog, i.e., if a sub-catalog is created, you can add a product only to this sub-catalog. You can add a product to multiple sub-catalogs. If a catalog has at least one sub-catalog, no products can be added to a parent catalog directly; each product must be assigned to a sub-catalog. Added product is represented as the Catalog Line Item record. A created catalog can be available for a specific set of accounts or to all accounts in your instance by applying the Available for all accounts checkbox on the Details tab of the Catalog record page. In the latter case, the Sales Org selection field on the catalog settings will be inactive. Otherwise, you need to assign a catalog to accounts, which means creating a Catalog Assignment record. To display the Catalog Assignment tab on the layout, you need to configure a Layout Setting record for the Catalog Assignment object. Drag and drop catalogs to assign them to the selected Account record. If you selected multiple filters, accounts will be displayed that match all the selected criteria. The CT solutions support a new feature that allows filtering catalogs available for a selected account dynamically. To apply dynamic search logic: Define the Group and Group Member objects of the CT package you work with (CT CPG, CT Pharma) in the Object Settings. Create a lookup to the Group object of the CT package on the Catalog object. Make sure the catalog is NOT available for all accounts (checkbox is not selected). Create a dynamic group. Create and Update a Dynamic CPG Group Create and Update a Dynamic Pharma Group Assign a dynamic group, create a new Settings record with the Object Setting record type, and specify the referenced objects in Group Object and Group Member Object fields. The following steps must be performed by the administrator to configure the catalogs for further usage: Create the Object Setting record for the SF Instance. Add lookups to a CT Product object. Configure Layout Settings for Catalog Line Item and Catalog Assignment objects. Create and manage catalogs. Assign catalogs if required. See also: How to Create and Assign Catalog Catalog Data Model CG Cloud: Setting up a Dynamic Group Assignment","title":"Catalog Management","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/managing-ct-orders/catalog-management/index.html","titles":[{"text":"Product Management","hash":"h2_1817507152","id":1},{"text":"Filtering Options","hash":"h3_2080835998","id":2},{"text":"Create a Hierarchy with Subcatalogs","hash":"h3_1395193200","id":3},{"text":"Catalog Assignment","hash":"h2_457737850","id":4},{"text":"Dynamic Catalog Assignment","hash":"h3_1077652161","id":5},{"text":"Process Path","hash":"h2_1131344625","id":6}]},"952":{"id":952,"text":"There are several options to configure addresses for retail stores, which allows you to flexibly set up the CG Cloud integration with CT Orders. To set up addresses: Define the standard or custom object to use as the Address object. It is possible to use the Retail Store, Account, or custom Address object as the Address object. Create an OM Settings record with the Object Setting record type and specify the API name of the Address object. Follow the steps in the Specify the Address Object guide. Create an OM Settings record with the Address Setting record type and specify the corresponding Address field: Using the Account or Retail Store object, follow the steps in the Specify the Address Field guide. Using the custom Address object, follow the steps in the Set Up a Custom Address Object guide. Make sure that there is a lookup from the Delivery object to the corresponding Address object. Make sure that there is a lookup from the Address object to the corresponding Account object. For your convenience, there is a table with all available combinations to set up addresses. Address Object Address Object API Name Address Field Comments Account Account If an address is specified on the Account object, create a custom field with the Text data type, for example, ShippingAddress__c. If the Retail Store object is used to specify the address for the Account object, create a custom field with the Text data type on the Retail Store object, for example, RetailStoreAddress__c. Please note that any Address field with the Address data type will not be processed. Currently, the processing of the composite fields (formulas), such as BillingAddress or ShippingAddress, is not supported. Retail Store RetailStore Create a custom field with the Text data type, for example, RetailStoreAddress__c Custom Address For example, Address__c Create a custom Address object and a custom Address field with the Text data type, for example, CustomAddress__c. Create a custom lookup to the corresponding object: Lookup(Account) Lookup(Retail Store) If necessary, specify the SOQL query to sort delivery addresses given the selected Account or Retail Store object. For example: WHERE ParentId = '{!RetailStore.Id}' Or the SOQL filter will be written as: SELECT id FROM RetailStore WHERE (id = '{!RetailStore.Id}') OR (ParentId = '{!Account.Id}') The result will be the ID list of the custom Address records and values specified in the appropriate field of this object, for example, Address__с.","title":"CG Cloud: Configuring Addresses","component":"ctorders","version":"","name":"cg-cloud-configuring-addresses","url":"/ctorders/admin-guide/managing-ct-orders/cg-cloud-support/cg-cloud-configuring-addresses.html","titles":[]},"953":{"id":953,"text":"According to the Settings record with the Object Settings record type, CT Orders supports different implementations based on the objects in use: Only Salesforce Products; Salesforce Products and Retail Stores; When the CT CPG or CT Pharma package is installed in your Salesforce instance: the appropriate Product Component object to create bundles; support of the Salesforce Product or Retail Store objects in dynamic groups. To create the Settings record with the Object Settings record type when the CT CPG or CT Pharma package is installed in your Salesforce instance: Go to the Settings tab and click New. In the New Settings window, select Object Settings record type. Specify the following: Activity Object: select the desired Activity object (CPG or Pharma, depending on the installed target system). Product Object: select Salesforce Product. Select the corresponding Product Component Object, which will be used as the bundle component. In case of using dynamic groups, specify Group Object and Group Member Object. For more information, refer to CG Cloud: Set up a Dynamic Group Assignment. Address Object: specify the API name of the desired Address object. It is possible to use the Account, Retail Store, or custom Address object. SKU Field: specify the API name of the standard Active field of the Salesforce Product object. The SKU Field setting is required for the proper operation of the Catalog and Promotions pages. The SKU attribute defines whether the product record can be added to an order. It distinguishes the product SKU record from other product records used to create hierarchy, such as brands, families, etc. You may create a custom field of the Product object to use as the SKU Field. Click Save. The setup is complete. The example of the OM Settings record with the Object Settings record type when the CT CPG or CT Pharma package is installed in your Salesforce instance, but you are not planning on using bundles: The example of the OM Settings record with the Object Settings record type when the CT CPG or CT Pharma package was not installed in your Salesforce org. In this case, you cannot create bundles and use dynamic groups:","title":"CG Cloud: Configuring Object Setting","component":"ctorders","version":"","name":"cg-cloud-configuring-object-setting","url":"/ctorders/admin-guide/managing-ct-orders/cg-cloud-support/cg-cloud-configuring-object-setting.html","titles":[]},"954":{"id":954,"text":"To create a new Sales Organization that supports the Retail Store object: Go to the Sales Organizations tab and click New. Specify the following: In the Sales Organization field, enter the name. The External Id field is optional and should be filled out in case of the inheritance of segmentation from the customer ERP. In the Sales Point field, select Retail Store. If needed, select the Turn Off Closed Orders Duplication checkbox. Click Save. The sales organization is created.","title":"CG Cloud: Creating a Sales Organization","component":"ctorders","version":"","name":"cg-cloud-creating-a-sales-organization","url":"/ctorders/admin-guide/managing-ct-orders/cg-cloud-support/cg-cloud-creating-a-sales-organization.html","titles":[]},"955":{"id":955,"text":"Table of Contents Create a Dynamic Group with Retail Stores Set up CT Orders package for Dynamic Group Support Assign a Dynamic Group The CT CPG or CT Pharma solution must be installed in your Salesforce instance. The dynamic group functionality extends the way of working with multiple records, helps to keep these records up-to-date, and provides the dynamic group assignment feature that allows you to add Catalog or Promotion to the Retail Store records. To create a dynamic group with retail stores, follow the guide depending on the target system: Add Retail Store as a new group type: Specify a Custom Object for a CPG Group Specify a Custom Object for a Pharma Group Create a dynamic group: Create and Update a Dynamic CPG Group Create and Update a Dynamic Pharma Group Set up CT Orders package. Create the following fields with the Lookup record type: Create a lookup from the Catalog object to the dynamic group object, for example, GroupId__c. Create a lookup from the Promotion object to the dynamic group object if necessary. These fields will be used by the CT Orders inner mechanics to provide a dynamic search within the installed target package. Next, customize Catalog Assignment and Promotion Assignment layouts. Go to the Settings tab and click New. In the New Settings window, select Layout Settings record type. Specify the following: Select a Sales Organization. Object: orders__CatalogAssignment__c. Fields To Display: RetailStoreId__c. Click Save & New. In the New Settings window, select Layout Settings record type. Specify the following: Select a Sales Organization. Object: orders__PromotionAssignment__c. Fields To Display: RetailStoreId__c. Click Save. The setup is complete. To assign a dynamic group, create a new Settings record with the Object Setting record type and specify the referenced objects in Group Object and Group Member Object fields:","title":"CG Cloud: Setting up a Dynamic Group Assignment","component":"ctorders","version":"","name":"cg-cloud-setting-up-dynamic-group-assignment","url":"/ctorders/admin-guide/managing-ct-orders/cg-cloud-support/cg-cloud-setting-up-dynamic-group-assignment.html","titles":[{"text":"Create a Dynamic Group with Retail Stores","hash":"h2_221470279","id":1},{"text":"Set up CT Orders package for Dynamic Group Support","hash":"h2_774670135","id":2},{"text":"Assign a Dynamic Group","hash":"h2_1639429351","id":3}]},"956":{"id":956,"text":"Table of Contents Object Model Salesforce Product Retail Store CG Cloud Support in the CT Mobile iOS app Dynamic Groups Assignment To obtain access to the CG Cloud objects, create a case to Salesforce. CG Cloud is the standard Salesforce solution for CPG companies to keep essential products in the right stores. Integrate CG Cloud with our CT Orders package to gain advantages from both products. The CT Orders object model with CG Cloud support allows you to apply the CT Orders logic to the Salesforce Product and Retail Store objects. Depending on your business goals, you can either set up support for the Salesforce products or both Salesforce products and retail stores. When the CT CPG or CT Pharma package is installed in your Salesforce instance, if necessary, set up dynamic groups with Salesforce products or retail stores and/or the appropriate Product Component object for bundles. CT Orders can work without the CT CPG or CT Pharma solution if the Sales Cloud, E-Commerce, or CG Cloud license is activated. Field API Type Description Product Product2 Standard Object Go to Salesforce Developer to see the full description. Product Component Depends on the target system: CTCPG__ProductComponent__c CTPharma__ProductComponent__c Custom Object Go to Product Data Model to see the full description. Retail Store RetailStore Standard Object Go to Consumer Goods Cloud Developer Guide to see the full description. To work with the Salesforce Product object: Create an OM Settings record of the Object Setting record type and specify the Salesforce Product object. When configuring the settings, use the orders__Product2Id__c lookups on the following objects: Order Line Item Delivery Line Item Catalog Line Item Promotion Line Item CT Price Book Line Item Freebie Line Item To work with bundles, in Object Settings select the Product Component object of the target system, such as CT CPG or CT Pharma. If the Product Component is left blank, but the Bundle checkbox is active for a Salesforce Product record, this record will be considered a regular product. Working with retail stores is the same as working with the accounts, for example, you can assign retail stores to catalog(s) and promotion(s), create a dynamic group with retail stores and/or Salesforce products, create orders, and set up deliveries to the retail store addresses. Please note, that the Retail Store object records (child) are always linked to the Account object (parent) by the Master-Detail relationship. The Account object stores information about retail business accounts, including billing and shipping payment information and store hierarchies. The Retail Store object stores the information about each physical store. Considering this relationship for the CT Orders, if you want to create an order from the Retail Store object, the Order Allowed checkbox should be active on the parent Account object. To work with the standard Retail Store object: Create a Sales Organization record and specify the Retail Store object for it. Add the RetailStoreId__c lookup to the Catalog and Promotion objects. Assign the desired Promotions and Catalogs to the Retail Store records. If necessary, create a dynamic group with proper retail stores to assign to catalogs and promotions. Configure addresses. To work with CG Cloud in the CT Mobile app, the standard Visit record screen must be configured with the help of the CT Layouts solution. Mobile users can work with both CG Cloud and CT Orders solutions in the CT Mobile app for iOS users. Set up Salesforce Product and Retail Stores. To create an order, use the Place Order assessment task. For more information, refer to the CG Cloud article. In the case of using dynamic groups, set up the support of the Retail Store object with the help of the SDK of the target system, such as CT CPG or CT Pharma. It is necessary to create custom Apex classes and trigger to implement this logic.","title":"CG Cloud Support","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/managing-ct-orders/cg-cloud-support/index.html","titles":[{"text":"Object Model","hash":"h2_546865896","id":1},{"text":"Salesforce Product","hash":"h3_656771318","id":2},{"text":"Retail Store","hash":"h3_2058563056","id":3},{"text":"CG Cloud Support in the CT Mobile iOS app","hash":"h2_2145461642","id":4},{"text":"Dynamic Groups Assignment","hash":"h2_1401497335","id":5}]},"957":{"id":957,"text":"The Delivery object is intended to store dates and other related data about order deliveries. The Delivery record will be created for each order delivery. Formula fields requiring recalculation during order management are not supported. Object API name: orders__Delivery__c Field API Name Type Description Address AddressId__c Lookup(Address) By default, addresses on the Account record are used for deliveries. If you want to use the custom Address object, specify it in this field. For more information, refer to Set Up a Custom Address Object. The field must be manually created. Account orders__AccountId__c Lookup(Account) Stores the related Account record. Delivery Date orders__DeliveryDate__c Date Stores the delivery date specified during the order. External Id orders__ExternalId__c Text(255) (External ID) (Unique Case Sensitive) Specifies in case of using the ERP system data for deliveries. Log Id orders__LogId__c Text(255) (External ID) (Unique Case Sensitive) This record ID is used to send the order structure to the Web Service. The record ID is written once (or updated if the field was empty) and does not change again. Order orders__OrderId__c Master-Detail(CT Order) The parent order identifier. Reference Id orders__RefereneId__c Text(255) (External ID) (Unique Case Sensitive) The Reference Id field is responsible for the deduplication logic and stores the pair of record Id and user Id. For more information, refer to Order Change Manager. If the record has not yet been transferred from CT Mobile, the field contains the mobile temporary record Id and the user identifier. For example, a06-AF3AA67B-EA24-4DAB-9C8A-9B70357DAB830055J000001L7aTQAS, where a06-AF3AA67B-EA24-4DAB-9C8A-9B70357DAB83 is the temporary record Id and 0055J000001L7aTQAS is the user identifier. If the record was transferred to Salesforce, the field contains the Salesforce record Id and the user identifier. For example, a0g5w00000EQJi1AAH0055J000001L7aTQAS, where a0g5w00000EQJi1AAH is the Salesforce record Id and 0055J000001L7aTQAS is the user identifier. Total Price orders__TotalPrice__c Currency(15, 3) The overall price for all CT Products and deliveries with discounts in the order.","title":"Delivery Field Reference","component":"ctorders","version":"","name":"delivery-field-reference","url":"/ctorders/admin-guide/managing-ct-orders/delivery-management/delivery-field-reference.html","titles":[]},"958":{"id":958,"text":"The Delivery Line Item object is intended to store the data for each delivery in order. The Delivery Line Item record will be created for each order delivery. Formula fields requiring recalculation during order management are not supported. Object API name: orders__DeliveryLineItem__c Field API Type Description Delivery orders__DeliveryId__c Master-Detail(Delivery) Stores the Delivery record that includes the Delivery Line Item. External Id orders__ExternalId__c Text(255) (External ID) (Unique Case Sensitive) External record identifier for ERP/CRM system (if required). Log Id orders__LogId__c Text(255) (External ID) (Unique Case Sensitive) This record ID is used to send the order structure to the Web Service. The record ID is written once (or updated if the field was empty) and does not change again. Order Line Item orders__OrderLineItem__c Lookup(OrderLine Item) The corresponding Order Line Item record. Product orders__Product2Id__c Lookup(Product2) This is a default lookup to the standard Product record in case of working with the CG Cloud solution. Product orders__ProductId__c Lookup(CT Product) This is a custom lookup to store a custom product identifier. Please create this field in case of using the custom CT Product or Pharma Product. Quantity orders__Quantity__c Number(18, 0) Stores the quantity of CT Products for the delivery date on the Delivery record. Reference Id orders__RefereneId__c Text(255) (External ID) (Unique Case Sensitive) The Reference Id field is responsible for the deduplication logic and stores the pair of record Id and user Id. For more information, refer to Order Change Manager. If the record has not yet been transferred from CT Mobile, the field contains the mobile temporary record Id and the user identifier. For example, a06-AF3AA67B-EA24-4DAB-9C8A-9B70357DAB830055J000001L7aTQAS, where a06-AF3AA67B-EA24-4DAB-9C8A-9B70357DAB83 is the temporary record Id and 0055J000001L7aTQAS is the user identifier. If the record was transferred to Salesforce, the field contains the Salesforce record Id and the user identifier. For example, a0g5w00000EQJi1AAH0055J000001L7aTQAS, where a0g5w00000EQJi1AAH is the Salesforce record Id and 0055J000001L7aTQAS is the user identifier. Total Price orders__TotalPrice__c Currency(15, 3) The overall price for all CT Products and deliveries with discounts in the order. Unit Price orders__UnitPrice__c Currency(16,2) Stores the price of the CT Product with a discount, which is specified for the appropriate Order Line Item record.","title":"Delivery Line Item Field Reference","component":"ctorders","version":"","name":"delivery-line-item-field-reference","url":"/ctorders/admin-guide/managing-ct-orders/delivery-management/delivery-line-item-field-reference.html","titles":[]},"959":{"id":959,"text":"The Delivery Summary window may be used to review the delivery information and also to edit deliveries if permitted. To use custom fields in Delivery Summary, create them on the Delivery object, for example, Brand__c, Warehouse__c. For lookup fields, you can set up lookup filters to control data that should be displayed in Delivery Summary. Delivery Summary is available for both offline and online orders. To set up Delivery Summary: Go to Setup → Object Manager → Delivery → Fields & Relationships and click New. Create custom fields, for example: The Family__c field with the Picklist type that is similar to the CTCPG__Family__c field and has the same values. The Brand__c field with the Picklist type that is similar to the CTCPG__Brand__c field and has the same values. Go to the Settings tab and click New. Select the Layout Setting record type and click Next. Enter the following: Sales Organization: Default Sales Org Parent Object: orders__Order__c Object: orders__Delivery__c Fields to Display: enter API names of those fields that you want to view in the Delivery Summary window: orders__DeliveryDate__c,Brand__c,Family__c Click Save. The setup is complete. Now, when you create an order, add products, and click Finalize in the order cart, the Delivery Summary window will be displayed. Review information and click Finalize. In the Delivery Summary window, you can edit some fields if in the Layout Settings you enter false in the Read-Only Attributes for these fields. For more information, refer to Delivery Management. If you want to display delivery address in the Delivery Summary window: Set up a custom Address object. On the custom Address object, create a text field containing the delivery address: Go to Object Manager and select the custom Address object. Select Fields & Relationships and click New. In Data Type, select Text and click Next. Fill out Field Label, Length and Field Name fields and click Next. Select profile visibility and click Next. Click Save. On the custom Address object, create a compact layout with the created text field: Go to Object Manager and select the custom Address object. Select Compact Layouts and click New. Fill out Label and Name fields. Drag and drop fields Name and created text field from Available Fields to Selected Fields. The created text fields must be on the top (Shipping Address in the example below): Click Save. In the Object Manager → Compact Layouts, click Compact Layout Assignment. Click Edit Assignment. In Primary Compact Layout, select your created compact layout and click Save. Add the API name of the custom Address object to the Delivery object layout. For example, if the API name of the custom Address object is orders__AddressId__c, add it to the Fields to Display: Now, delivery address will be displayed in the Delivery Summary window:","title":"How to Set Up Delivery Summary","component":"ctorders","version":"","name":"how-to-set-up-delivery-summary","url":"/ctorders/admin-guide/managing-ct-orders/delivery-management/how-to-set-up-delivery-summary.html","titles":[]},"960":{"id":960,"text":"Table of Contents CT Order and Delivery Relationship Delivery Summary Order Split The Split Logic Process Path Delivery Management is a convenient tool for splitting the product deliveries per date according to the Account strategy and the available time slots. If you use customer ERP + Salesforce CRM, you can inherit the delivery settings from ERP. When tapping the Add Cart button on the selected CT Order, the user can specify preferred delivery dates and the number of deliveries. By default, the user cannot specify more than 19 deliveries. You can reduce the number of deliveries on the appropriate Limit Setting record. The delivery date range can be specified in the appropriate Limit Setting record. If only one delivery address is available, the Add Address field will be filled out. If several addresses are available, select the corresponding one. For each delivery, the Delivery record with the date of delivery and the Delivery Line Item record with the quantity of CT Products will be created. You can add Deliveries to the CT Order layout. Optionally, specify the Delivery layout if you want to monitor records. Optionally, specify the Delivery Line Item layout if you want to monitor records. The Delivery Summary pop-up is used to review and edit (if needed) the delivery information. It will be displayed if: The Settings record with the Layout Setting record type is configured and contains at least one field to display. All validations are passed successfully (no errors in order). For Salesforce users For CT Mobile iOS users Available for the instances with the enabled Web Service. If the Delivery Summary pop-up is configured, the Finalize button on the order screen in Salesforce will not be blocked. Click the Finalize button to open the configured Delivery Summary window. Fields with the Currency, Lookup, or Text data type are available for editing if specified. The fields with the Picklist data type cannot be edited. Click Finalize button in the Delivery Summary popup to finish the order. If changes in the Delivery Summary popup affected quotas and limit rules, clicking the Finalize button in the Delivery Summary pop-up will open the order screen with highlighted errors. If changes in the Delivery Summary popup affected freebies, clicking the Finalize button in the Delivery Summary pop-up will open the order screen with highlighted errors. Tap the icon to open the configured Delivery Summary window. Fields with the Currency, Number, Percent, or Text data type are available for editing if specified. Tap the icon in to get the valid prices. The invalid prices will be highlighted in red color. Tap any column and then tap Pin delivery to pin it as the first column. The Order Split feature is used for distributing products between multiple deliveries. This allows your company to create deliveries that meet logistic and financial conditions and requirements and make the order taking process more efficient and apparent. The split rules are commonly based on the following conditions: How company delivers products: from different warehouses, different suppliers, different types of products, etc. How company bills customers. The Order Split logic affects the following objects: Order Order Line Item Any field on the Order Line Item or its parent objects that cannot be changed by an external logic, such as formulas, rollup-summary fields, process builder, apex, etc., can be used as criteria for splitting products between deliveries during order taking. Delivery Delivery Line Item To set up Order Split, create a Settings record with the Split Settings record type. When a product is added to order cart, the system defines which deliveries should be created according to the values in the Split Fields and Split Parameters Path fields. The system creates required Deliveries and Delivery Line Items for each Order Line Item record. All child products in a bundle inherit the parent’s split criteria and hence are distributed to their parent’s product delivery. Freebies are split the same way as paid products. If you remove a product from order cart, the corresponding Delivery Line Item record will also be deleted. If no Delivery Line Item exists for a delivery, the delivery will be cancelled. After the order finalization, the actual Delivery Line Item records and deliveries will be updated after changing products and their quantity in the cart. The following steps must be performed by the administrator in order to configure order deliveries: A representative should have at least permission to read records and all fields of the Settings object. Users with the manager role can also have permission to edit records. Add the custom Address object if needed. A representative should have permission to read the custom Address object. Users with the manager role can also have permission to edit Address records. Create the Settings record with the Object Setting record type for an instance. Create the Settings record with the Address Setting record type. Add the address lookup on the Delivery object. A representative should have permission to create, edit, and delete the Delivery and Delivery Line Item records. Optionally, create and set up the Settings record with the Limit Settings record type for an Order record type. Set up Promotions and promotion delivery dates. A representative should have permission to read the Promotion object. Users with the manager role can also have permission to edit Promotion records. If the delivery dates specified on the Promotion record are out of the delivery dates in the Limit Settings record, the order delivery with the products of this promotion cannot be done. Create and set up a Sales Organization. Assign a Sales Org User. Set up the Order management. A representative should have permission to create, edit, and delete the CT Order and Order Line Item records. The setup is complete. The representative can create an order and add deliveries. See also: Workshop 5.1: Setting up a Delivery Split Workshop 5.2: Setting up the Delivery Summary","title":"Delivery Management","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/managing-ct-orders/delivery-management/index.html","titles":[{"text":"CT Order and Delivery Relationship","hash":"h2_1261280722","id":1},{"text":"Delivery Summary","hash":"h2_1374863314","id":2},{"text":"Order Split","hash":"h2_900882898","id":3},{"text":"The Split Logic","hash":"h3_2053162833","id":4},{"text":"Process Path","hash":"_process_path","id":5}]},"961":{"id":961,"text":"A sales rep should click the Calculate Discount button in Salesforce or tap the button in CT Mobile to get the valid prices. The invalid prices will be highlighted in red color. When the calculation is done, the Calculate Discount button will be deactivated and a sales rep can Finalize the order. Also, the discount will be automatically recalculated if the sales rep has changed fields on the Delivery Summary screen that may affect the discount or condition and tapped Save. For Salesforce users For CT Mobile users If there is no pricing procedure or access to the field(s) included in the pricing procedure, the Get Freebie button is blocked, and clicking the Calculate Discount button launches a calculation on the List Price fields using the standard Salesforce calculator instead of the Web Service. See also: Workshop 7.0: Calculating Discounts with Web Service","title":"Calculate Discounts","component":"ctorders","version":"","name":"calculate-discounts","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/calculate-discounts.html","titles":[]},"962":{"id":962,"text":"The Calculation Type stores the set of rules for calculating a particular type of discount. The Calculation Type determines whether a discount should be calculated separately or in combination with other discount types. The discount is calculated according to the Pricing Procedure, which is defined by a Calculation Type via the Procedure Calculation Type. The relationship is automatically managed by the system. Each Calculation Type has conditions and/or a group of conditions that the products in the order must meet to apply to them a discount. On the selected Calculation Types tab, select the desired Calculation Type record (1) to view all the associated Procedure Calculation Types (2), Condition Group (3), and Condition (4) records. Condition Group is present for the Calculation Type record with the Group + Condition record type. Only one Condition from the Calculation Type can be applied to the Order Line Item. Also, it is possible to avoid a discount application under the presence of certain products in the order cart. For more information, refer to Condition: ExceptionCondition__c Field Specification. Calculation Type Condition Group Condition Record Type Condition Field List Level Formula Apply Condition Type Condition Fields Condition Details Condition + Group All paths to the Condition Detail field on the Calculation Type records with the Condition Group record type. This field is used to specify the fields by which the quantity for a Delivery Line Item or Order Line Item will be counted, and when the required quantity is reached, a discount will be provided. For more information, refer to Calculation Type: LevelFormula__c Field Specification. Not Applicable The list of field API names of the Order Line Item object that should not be empty on the Order Line Item record. On the child Condition records of the parent Condition Group record, the system checks the expected values for the specified Order Line Item fields. When the appropriate record is found and the condition is met, a discount is applied. Otherwise, the system checks the next Condition record according to its Order field. There may be no matching conditions. In this case, the system goes to the next Calculation Type record. Since the CT Orders package Spring '22, if the matching Condition record was not found, the system checks the next Condition Group record. Condition All paths to the Condition Detail field on the Calculation Type records with the Condition record type. This occurs automatically when creating the conditions, but may require manual editing of the Condition Field List if any changes or the removal of the conditions were made. Depending on the value, either the first appropriate condition, or only the first non-zero condition, or all non-zero conditions of the Calculation Type record will be considered for the discount. For more information, refer to Calculation Type: ApplyConditionType__c Field Specification. Not Applicable On the Condition record, the system checks the JSON with the path to the Order Line Item fields and the expected values used for checking for matching conditions. When the appropriate record is found, a discount is applied. Otherwise, the system checks the next Condition record according to its Order field. There may be no matching conditions. In this case, the system goes to the next Calculation Type record. See also: How to Create a Calculation Type How to Add a Condition for a Calculation Type How to Add a Condition Level How to Add a Condition Group","title":"Calculation Types","component":"ctorders","version":"","name":"calculation-types","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/calculation-types.html","titles":[]},"963":{"id":963,"text":"Available in Salesforce. When calculating discounts, CT Orders creates logs that take up much space on the Salesforce side. Set up log storage on the Salesforce side to free up space. For each Sales Organization: In the Logging Mode field, select what type of logs to store, for example, only calculation logs. If you use the internal calculator, this is a single option to manage logs. In the Log Request Trigger field, define when to request order logs from the Web Service: when saving the order cart or only when finalizing the order. This option is used when the Web Service is active for discount calculations. The user should have the CommercialCondition_Calculate custom permission. You can schedule the Database.executeBatch(new Batch_CalculatorServiceLogDataSender()); batch to receive logs on a schedule. There are controlling fields on the required objects that are used in the logic: The Log Id field of the Order, Order line Item,Delivery, and Delivery Line Item objects are responsible for the order structure and will be filled out once. The value in the Log Status field of the Order object is automatically changed and displays the current order status, such as requesting or receiving logs. Steps to receive logs in Salesforce: Salesforce sends a request to Web Service depending on the selected Log Request Trigger option or when the batch has started on the schedule. Salesforce changes the value in the Log Status field of the Order object from Not Requested to Requested. After receiving the request, the Web Service waits a bit for the logs to be generated on the server and then generates a .csv file based on the Log Ids. Web Service sends logs to Salesforce. Web Service changes the value of the Log Status field of the Order object from Requested to Received. Logs are stored in the Calculated Discounts records. Changing Log Ids deletes all Calculated Discounts records.","title":"Discount Logs","component":"ctorders","version":"","name":"discount-logs","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/discount-logs.html","titles":[{"text":"Request and Receive Logs from Web Service","hash":"h2_635175015","id":1}]},"964":{"id":964,"text":"Table of Contents Definition Object Model Discount Calculation Process Discount Recalculation Discount management provides full control over the discount calculation procedures, including the creation of different calculation types with specific conditions according to your organization’s marketing approach and elaborate adjustment of the advanced calculation method for complex scenarios with promotions. Calculation Type The unique entity in the system stores the set of rules for calculating a particular type of discount. The Calculation Type determines whether a discount should be calculated separately or in combination with other discount types. Promotions (Promo) A particular Calculation Type that uses specific syntax and can be configured via the user-friendly web interface. Promotion conditions can be configured for a group of clients and a group of products, as the Discount Rate differs per each quantity/amount level. Conditions may affect different products that have required/min/max attributes. Since CT Orders Summer '22 and CT Mobile iOS 2.7, you can use the Web Service to execute calculations from different channels in one place instead of a built-in calculator. If you are using Salesforce record IDs in discount settings, use only 18-character IDs. The mobile user must have at least read access to the fields in the Pricing Procedure or recalculation fields to calculate Total Price. Otherwise, the total price will be calculated by List Price fields. Formula fields requiring recalculation during order management are not supported. Calculation of discounts for Order Line Items is performed by the method of consecutive application of rules with appropriate criteria. The rules are manifested in the Condition and Condition Group child records and filtered and applied one by one in a distinct order. Create an Order. Pricing Procedure selected in order settings defines Calculation Type records which will be checked for appropriate criteria and applied to Order Line Items. The system picks the first listed Calculation Type record. The records' filtering order is determined by the number in the Order field on each Condition or Condition Group child record. Search is executed starting from 0 in ascending order. You can set up the order in which the records will be checked. If Start Date and End Date are specified on the Condition Group or Condition record, they should lie within the date range specified in order settings. For Condition Group records only: fields specified in the Condition Fields are not empty on the Order Line Items and can be accessed by a current user. Example interpretation: the first field is located on the Order Line Item record, then the search mechanism jumps to next objects: orders__OrderLineItem__c → orders__Order__c → order__Account__c → the Personal_Discount__c custom field. Condition Details field on the Condition record should contain expected values for a field specified in the Condition Fields List field. The system checks the Exception Condition field on each condition and if the criteria are met, drops the condition and processes the next. Define Discount Rate Location field: If a Condition Record is selected, the discount % of the amount is taken from the Condition record. If a Level Record is selected, product quantity and discount should be specified on the Condition Level records. Advanced Calculation Method can only be selected if Level Records are set as a discount rate location. After the Condition record that matches all search criteria is found, the system applies condition settings for discount calculation in accordance with the selected Pricing Procedure. The process is repeated until all Calculation Type records are checked. When the discount calculation process is finished and the final price with discount is applied, the system starts to track changes that can occur in the order and restart discount calculation in some cases. Discount recalculation in order happens in real-time and can be triggered by the following: Product quantity change. Each time you change the quantity of a product, the discount will be recalculated. One of the fields affecting recalculation is changed: Condition Recalculation Fields API names of fields, that if changed, trigger new condition search and discount recalculation for the Order Line Item. Discount Recalculation Fields API names of fields, that if changed trigger discount recalculation, but no condition search. The fields are specified in JSON format, similar to the SDK step syntax. The fields from the following objects can be used: Order Delivery OrderLineItem DeliveryLineItem Some fields cannot be used as recalculation triggers. See the full list in this article. For example: [ { \"objectName\": \"orders__OrderLineItem__c\", \"fields\": [ \"orders__Test__c\" ] } ] The discount recalculation will be initiated when the following fields are changed: The fields specified for the basePrice key in the Pricing Procedure. The fields specified for the value and items keys in the Set Value step. The fields specified for the condition key in the Step Conditions. See also: Calculation Types Calculate Discounts Discount Logs Links Promotions How to Create a Calculation Type How to Create a Promotion How to Manage Products in Promotion How to Manage Discount Settings for a Promotion Discount Data Model Promotion Data Model","title":"Discount Management","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/index.html","titles":[{"text":"Definition","hash":"h3_1756450500","id":1},{"text":"Object Model","hash":"h2_1239990010","id":2},{"text":"Discount Calculation Process","hash":"h2_1585481109","id":3},{"text":"Discount Recalculation","hash":"h3_1225315997","id":4}]},"965":{"id":965,"text":"Table of Contents Overview Working with Links Available for instances with the enabled Web Service. The Links functionality helps managers to conduct advanced discount calculations by creating condition dependencies based on different or the same Calculation Types. Links are available both to regular products and freebies and, in case of several appropriate records, will be sequentially applied to the order. Links are based on non-zero conditions and applied after calculating all freebie conditions and discount conditions according to Apply Condition Type of the appropriate Calculation Type records. Available for Calculation Type of Condition record type. The Condition Dependency records define the links between conditions: When creating a record, only the required fields will be displayed, depending on the selected Dependency Type. Also, for records with errors, a validation will be triggered. If several conditions are found for one Calculation Type, then links are applied sequentially according to the Order field of the appropriate Condition Dependency records. If the condition was canceled on earlier links, it cannot be applied in further links in the sequence. Calculation Logs are generated after all links have been applied and contain all the resulting values for all Conditions that have been applied for each Calculation Type. Administrators can set 4 types of condition dependencies and the sequence of applying them to the orders. Dependency Action Available Dependency Type Description Example Apply Discount To Discount Discount To Freebie Freebie To Freebie Freebie To Discount The dependent condition will be applied only when the controlling condition is applied. Given: Condition 1 is 30% and suitable for the order Condition 2 is 40% and not suitable for the order Condition 3 is 10% and suitable for the order Link 1: Condition 1 depends on Condition 2 Link 2: Condition 3 depends on Condition 1 Sequence: Link 1 and Link 2 Then: Then Link 1 cannot be applied due to Condition 2 does not fit the order. The system checks Link 2 and applies both Condition 3 and Condition 1. The discount is 50%. Exclude Discount To Discount Discount To Freebie Freebie To Freebie Freebie To Discount The dependent condition will be applied only when the controlling condition is not suitable for the order. Given: Condition 1 is 30% and suitable for the order Condition 2 is 40% and not suitable for the order Condition 3 is 10% and suitable for the order Link 1: Condition 1 depends on Condition 2 Link 2: Condition 3 depends on Condition 1 Sequence: Link 1 and Link 2 Then: Then Link 1 is applied due to Condition 2 does not fit the order. The system then checks Link 2 that cannot be applied due to the controlling condition that is suitable for the order. The discount is 30%. Best Of Discount To Discount The conditions are compared, and the best condition is applied. The maximum discount if the Calculation Method is Decrease on the appropriate Calculation Type. The maximum markup if the Calculation Method is Increase on the appropriate Calculation Type. Given: List Price is 100$ Condition 1 is 5% Condition 2 is 8% Calculation Method is Decrease Then: The system compares prices after discount: Condition 1: 100$ – 5% = 92$ Condition 2: 100$ – 8% = 95% The Condition 2 is better and will be applied. Reduce Freebie To Freebie The maximum freebie quantity in the dependent condition will reduce by the freebie quantity that was applied when the controlling condition is triggered. The Freebie Condition for the dependent freebie: Cannot be proportional (the Proportional checkbox must be inactive). Cannot have the Adding Method = Similar. Given: Controlling Freebie Condition: 8 freebies. Dependent Freebie Condition: 24 freebies. Then: 8 freebies are taken from the controlling condition, and then 24 – 8 = 16 freebies are taken from the dependent condition. Links with different dependency actions may be used for the same order according to the Order field in case to reduce the discount conditions. Links with the Apply, Exclude, and Best Of dependency actions for regular products are calculated when a sales rep: opens the order cart and click the Calculate Discounts button; opens the Freebies window; clicks Save in the Freebie window; clicks Save in the Delivery Summary window. Links with the Apply, Exclude, and Reduce dependency actions for freebies are applied when a sales rep opens a Freebie window. If the freebie condition is set as Controlling Freebie Condition in the [.object]#Condition Dependency, then it is applicable only when adding a freebie to the order. When a sales rep opens the order cart, they will see a warning about non-valid prices. To calculate discounts, they should click the Calculate Discounts button. The system checks all freebies in the order and finds all matching conditions from the appropriate Calculation Type records for Delivery Line Items. If there are non-zero conditions and these conditions are used in the Links logic, they will be applied to the order according to the Condition Dependency records in the sequence based on the Order field. If the sales rep saves changes for freebies in the Freebies window, discounts for both regular products and freebies will be recalculated. For Salesforce users For CT Mobile iOS users","title":"Links","component":"ctorders","version":"","name":"links","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/links.html","titles":[{"text":"Overview","hash":"h2_773755849","id":1},{"text":"Working with Links","hash":"h2_414795498","id":2}]},"966":{"id":966,"text":"Table of Contents Details Product Management Filtering Options Promotion Products Discount Management Freebies Management Promotion Assignment Dynamic Promotions Assignment Process Path Promotion is a particular type of discount that uses specific syntax and is effectively managed via the user-friendly web interface while allowing to cover difficult discount calculation scenarios. The Promotion page is implemented as a Lightning component with four tabs: The Details tab with the main promotion info, such as status, promotion availability, order dates, and delivery dates. The Product Management tab consists of two sections. The left list section displays a list or hierarchy view of products available for adding to a promotion. The right list section displays products added to a promotion, which are represented as the Promotion Line Item records. The Discount Management tab is used for the discount level assignment for the selected promotion products. The Promotion Assignment tab consists of two sections. The left list section displays a list of promotions. In the right list section, assign promotions for accounts. On the Details tab, you can see and edit the following: Specify the promotion status: Draft is the default status for the newly created promotion. Promotion is not available for users. Active means that promotion is available for all users. You cannot change settings for active promotion. Set it to draft to introduce changes. Closed means that the promotion is expired and is no longer active. It will not be displayed for CT Mobile users. Promotion is automatically set as Closed when the current date is later than the Delivery End Date. Canceled is set for invalid promotions or promotions canceled by the administrator. It is necessary to specify the Calculation Type for a promotion. Specify order and delivery promotion dates. Order Dates must not be later than Delivery Dates. If a sales rep changes delivery dates to incorrect dates in the CT Mobile app, the number of eligible promotional products in the order cart will be reset and blocked. Specify the long-term discount dates. The Product Management tab on the Promotion record page allows you to create promotions that include products and product bundles. On the left side, the available promotions are displayed as a list () or according to hierarchy (). Use the toggle to the appropriate view and the button to sort and search. Click to hide the left side. On the right side, specify products for the discount. To pin the Product column, hover mouse pointer and click . Search is carried out in the fields that are listed on the product Search Results search layout (including the Name field). If you select multiple filters, the products will be displayed that match the selected criteria. You can search: in list views of general products; in dynamic groups; by External IDs; by a product name. Create the SKU checkbox for the target Product object and specify it in the Object Setting record for the Salesforce organization. This property signifies that this product is a stock-keeping unit that can be added to catalogs. To add products to catalogs, it is necessary to create a Layout Setting record for the Promotion Line Item object. If a Layout Setting for the object is not found or no field is specified, the record ID will be displayed instead of a product name. Unlike catalogs, promotions do not support product hierarchy and are always listed consecutively. To add a product, drag and drop selected products to the empty box on the top of the right section. Select Use For Discount for Promotion Line Items that you want to add to the promotion products list. Select Exclude From Discount for Promotion Line Items that you want to exclude from the discount calculation for this certain product. Click Save so that selected products will be displayed in the Discount Management list. Added product is represented as the Promotion Line Item record. If the products are not added to the list, try refreshing the page. The Discount Management tab on the Promotion record page allows you to assign discount levels according to rates for the selected promotion products. The Discount Rate unit of measure is automatically obtained from the assigned calculation type for a promotion (amount or %). Discounts for promotions are saved as the Condition record with linked Condition Level records. You can also add new levels directly on the related Calculation Type page in the Condition section. Once you have selected products to use for freebies in the Product Management tab and set up Freebie type, you can configure Freebies in the Freebies Management tab. See detailed description here: Freebies Management Tab. A created promotion can be available for a specific set of accounts or to all accounts in your instance by applying the Available for all accounts checkbox on the Details tab of the Promotion record page. In the latter case, the Sales Org selection field in the promotion settings will be inactive. Otherwise, you need to assign a promotion to accounts, which means creating a Promotion Assignment record. To display the Promotion Assignment tab on the layout, you need to configure a Layout Setting record for the Promotion Assignment object. Drag and drop promotions to assign them to the selected Account record. If you selected multiple filters, accounts will be displayed that match all the selected criteria. CT Orders allows filtering promotions available for a selected account dynamically. To apply dynamic search logic: Define the Group and Group Member objects of the target package in the Object Settings. Create a lookup to the Group object of the CT package on the Promotion object. Make sure the promotion is not available for all accounts (checkbox is not selected). Create a dynamic group. Create and Update a Dynamic CPG Group Create and Update a Dynamic Pharma Group Assign a dynamic group, create a new Settings record with the Object Setting record type, and specify the referenced objects in Group Object and Group Member Object fields. The following steps must be performed by the administrator in order to make promotions available for discount calculation: Create the Object Setting record for the SF Instance. Add lookups to a CT Product object. Configure Layout Settings for Promotion Line Item and Promotion Assignment objects. Create and configure Calculation Type for a promotion. Promo Related checkbox must be selected. Create and manage promotions. Assign promotions if required. See also: How to Create a Promotion How to Manage Products in Promotion How to Manage Discount Settings for a Promotion","title":"Promotions","component":"ctorders","version":"","name":"promotions","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/promotions.html","titles":[{"text":"Details","hash":"h2_1422482942","id":1},{"text":"Product Management","hash":"h2_333729072","id":2},{"text":"Filtering Options","hash":"h3_2080835998","id":3},{"text":"Promotion Products","hash":"h3_1395193200","id":4},{"text":"Discount Management","hash":"h2_1068677388","id":5},{"text":"Freebies Management","hash":"h2_492952072","id":6},{"text":"Promotion Assignment","hash":"_promotion_assignment","id":7},{"text":"Dynamic Promotions Assignment","hash":"h3_1519768260","id":8},{"text":"Process Path","hash":"h2_1374863314","id":9}]},"967":{"id":967,"text":"Table of Contents Prerequisites Configuration To manage Freebies: Add the Freebie type field to the Promotion page layout: Go to Setup → Object Manager. Search for orders__Promotion__c object and open it. Go to Page Layouts and click Promotion. In the Fields sections, drag and drop Freebie Type to the desired area. Click Save. Create the Freebie Line Item Layout Setting to display freebie products correctly in the Freebie Management tab. Set up a Promotion with a specified Freebie Type and at least one Product chosen to use for Freebies. If the Use for freebies column is missing, add it in the Promotion layout settings. Use search and filters to find products. Search is carried out in the fields that are listed on the product Search Results search layout (including the Name field). Search in list views of general products. Search in dynamic groups. Search by External IDs. Search by a product name. If you selected multiple filters, the products will be displayed that match all the selected criteria. Select Freebies Management tab in your Promotion. To configure Freebies: In the Configuration block: In the Freebie Adding Method list, select: Similar The same product for which the condition is applied will be granted as a Freebie. Criteria Based Apply if you want to grant a product specified with SOQL filter considering all conditions for the selected Freebie Type record, for example, only products of a specified brand. List Based Apply when you want to grant a specific product selected on the Freebie Line Item record related to a Freebie Condition. In the Depends On list, select Quantity (number of Paid Products) or Amount (price of paid products). If at the step above you selected Amount, in the Currency field list select price type which is set for the Order: List price Total Discount Total Price Unit Price Manual Discount Amount Total for Discount Manual Price (Optional) turn on Price Per One Unit to check if the Freebies are applicable to any Freebie Level (see step 2 below). In this case, the formula of matching Freebies to Freebie level is Quantity* List Price, where Quantity is the value on the Order and List Price is the price selected in the step above. (Optional) turn on Set Required Promo Products if you need to specify which products and in which quantity are required for the Freebie to be received on the next step. This option is available for Criteria Based and List Based adding methods only. Click Save. Setup Freebie parameters depending on Freebie Adding Method you previously set in the Configuration block (see step 1): For Similar Freebie Adding Method For Criteria Based Freebie Adding Method For List Based Freebie Adding Method On the Setup Freebie Levels tab: In the Starting From field, set the number of paid products in the order cart to grant a Freebie. In the Freebie Group Min and Freebie Group Max set minimum and maximum number of Freebies for the Freebie Level. Click Add Level to add more Freebie levels. Turn on Proportional to set Product Ratio and Freebie Ratio. Product Ratio is the number of products that are already in your cart, and Freebie Ratio is the maximum number of Freebies available for the Product Ratio. On the Set Required Promo Products tab (available if you turned it on in the Configuration block): Set minimum amount of Promo Product in the Required Min field. Set the Number of unique promo products for the freebie. Click Save&Next. On the Setup Criteria tab: Setup criteria in SOQL Query format using query instruments: OR, AND, + and Add group. Click Check SOQL Query to verify your criteria. Click Save&Next. On the Setup Freebie Levels tab: In the Starting From field, set the number of paid products in the order cart to grant a Freebie. In the Freebie Group Min and Freebie Group Max set minimum and maximum number of Freebies for the Freebie Level. Click Add Level to add more Freebie levels. Turn on Proportional to set Product Ratio and Freebie Ratio. Product Ratio is the number of products that are already in your cart, and Freebie Ratio is the maximum number of Freebies available for the Product Ratio. On the Set Required Promo Products tab (available if you turned it on in the Configuration block): Set minimum amount of Promo Product in the Required Min field. Set the Number of unique promo products for the freebie. Click Save&Next. On the Select Freebie Products tab: Search for Freebie products. Drag and drop Freebie Products from the left list to the right one. Click Save&Next. On the Setup Freebie Levels tab: On the Setup Levels subtab: In the Starting From field, set the number of paid products in the order cart to grant a Freebie. In the Freebie Group Min and Freebie Group Max set minimum and maximum number of Freebies for the Freebie Level. Click Add Level to add more Freebie levels. Turn on Proportional to set Product Ratio and Freebie Ratio. Product Ratio is the number of products that are already in your cart, and Freebie Ratio is the maximum number of Freebies available for the Product Ratio. On the Setup Details subtab: Set minimum and maximum number of Freebies for each product. Their sum must be equal to Freebie Group Min and Freebie Group Max values. Set Delivery Control to automatically distribute freebies to the first or last delivery when deliveries are created or deleted. Turn on IgnoreFree Product Availability to allow order to be completed if Freebies are out of stock and their minimum and maximum numbers are equal. Click Save. See also: Workshop 3.0: Working with Freebies","title":"Freebie Management Tab","component":"ctorders","version":"","name":"freebie-management-tab","url":"/ctorders/admin-guide/managing-ct-orders/freebies-management/freebie-management-tab.html","titles":[{"text":"Prerequisites","hash":"h2_1644201065","id":1},{"text":"Configuration","hash":"h2_2051240644","id":2}]},"968":{"id":968,"text":"Table of Contents Freebie Type Record Types Freebies Calculation Process Processing records with the Similar Adding Method Processing Records with List Based Adding Method Processing Records with Criteria Based Adding Method Freebies Distribution Auto-update Multiplier Freebie Value and Level Formula Freebie is a free-of-charge product that can be granted for products added from Catalogs or Promotions and added to the order cart as a gift when a customer meets the conditions for receiving freebies for a set of paid products. Freebies are added or removed from the cart manually by a sales rep during the order creation process. To use freebies, create a lookup to CT Product from the Freebie Line Item object and check that the freebie product is active and has Price Book Line Item records. Bundles can also be added as freebies, excluding those with Set Quantity On = Header. CT Orders provides two record types of Freebie Type: Prioritized The system applies Freebie Condition records that have the lowest or highest order number among multiple records that match the criteria. Selective The system applies all Freebie Condition records that match the criteria. Only one selective and one priority Freebie Type record can be used for one Sales Organization at a time. It is recommended to avoid linking two records of the same Freebie Type with one Sales Organization to avoid incorrect freebie calculations. The Freebie Type window page has the main information (1) of the current Freebie Type record and related Freebie Condition (2) and Sales Organization (3) records. Each Freebie Type includes a set of conditions that should be applied to calculate the number of freebies available for each order. Freebies are added to the order cart depending on a principle selected in the Adding Method field: Similar The same product for which the condition is applied will be granted as a freebie. Criteria Based Apply if you want to grant a product specified with SOQL filter considering all conditions for the selected Freebie Type record, for example, only products of a specified brand. List Based Apply when you want to grant a specific product selected on the Freebie Line Item record related to a Freebie Condition. It is possible to set quantity on a Product record, while for other methods you can only set the minimum or maximum quantity on their respective levels. The calculation process for freebies is similar to the Discount Calculation process. The rules which are used for calculation are manifested in the Freebie Condition child records and filtered and applied one by one in a distinct order. Create a new order and add a required number of products to your cart. The system checks the mapping on the Settings record with the Object Setting record type to determine the object which contains the product Quantity field. The system checks if Freebie Type records exist for the Sales Organization and specified Order Type. The Freebie Condition record for the applied Freebie Type must have at least one Freebie Level record. The system checks that all fields in the Condition Fields List field (on the applied Freebie Type) are accessible for a current user. If at least one field is not accessible, freebies will not be available for the order. The Condition Fields List field is filled out automatically with the values pulled from the Condition Details fields on the Freebie Condition child records. The field update is performed in one of two possible ways, depending on the option selected in the Condition Fields Update Type field. Formula fields requiring recalculation during order management are not supported. After a Freebie Type is successfully processed, the system analyzes each Freebie Condition record related to the Freebie Type: The system checks Freebie Level and Freebie Line Item (only for the List Based method) records. A list of products granting freebies is compiled from suitable Order Line Items. The Condition Details field on the Freebie Condition record is parsed. If a Criteria Based method is selected for this Freebie Condition, the Criteria Details field is parsed. All Freebie Level child records are analyzed. If no Freebie Level record is found for a condition, this Freebie Condition will be skipped. Freebies quantity is set based on the values in the Freebies Quantity Min and Freebies Quantity Max field on a Freebie Level. If the Proportional checkbox is selected, the Product Ratio and Freebie Ratio fields are considered in the calculation. The Freebie Ratio field defines the maximum number of freebies available for a number of products that are already in your cart. Meanwhile, Freebies Quantity Max specifies the number of freebies for the whole level. A freebie is granted when the number of paid products in the order cart reaches the value specified in the Starting From field. For this method, products for each Freebie Level are calculated separately for each paid product that matches the conditions in the Condition Details field. An additional Freebie Line Item record should be created for each product you want to grant as a freebie. The freebie is specified in the Product field. In the Freebie Level field, you can also define if the freebies should be calculated proportionally or by maximum and minimum values. The product quantity and proportionality are defined on Freebie Level records the same way as for other methods. You can set a quantity of each freebie for each level by adding Freebie Level Line Items. Products for each Freebie Level are calculated per group of products that match the conditions in the Condition Details field. This adding method calculation resembles a Similar method, but the list of products that can be granted as freebies is taken from the Criteria Details field. The SOQL request for the CT Product object provides a dynamic search among the specified object records and other related objects with fields of the Lookup type to CT Product. The system compiles a list of all products that matched the criteria. For this method, products for each Freebie Level are calculated per group of products that match the conditions in the Condition Details field. Freebies are automatically distributed. Open the Freebies window by clicking on the Get Freebie button while in the order cart, and the system will calculate and distribute the correct amount among available freebies where possible. The following auto-update logic is implemented: Fully automated distribution is applied in case when a specific Freebie Line Item reaches freebies minimum quantity and/or the proportionality condition is met. For example, a Freebie Condition with the following settings: the Similar adding method Proportional is active Ratio of Product/Freebie is 12:1 Freebies update after changing product quantity: freebies that no longer fit the order conditions will be automatically removed. If the Delivery Control is active, automatically distribute freebies to the first or last delivery when deliveries are created or deleted. This option is selected in the Freebie Condition setup and defined in the Freebie Condition. If the Delivery Control is inactive, all freebies that can be automatically distributed are added to the first delivery by default. You can distribute List Based and Criteria Based freebies if more than 2 freebies are available between deliveries as desired. For group List Based or Criteria Based freebies when more than one product matches the condition criteria, you need to manually distribute available freebies amount in the delivery or deliveries, if Delivery Control is off. When the maximum for the group is reached, all empty cells are locked out. If you enter more than allowed by the Freebie Quantity Max field on the Freebie Condition Level, the error will display, and you’ll need to manually fix the number of distributed freebies. The order cannot be finalized if the freebies in order are not relevant. To recalculate and update Freebies: Click Get Freebies in the order cart to open the Freebies window. Click Save to apply distribution changes. As paid products, you can specify whether freebies must be added to the order cart in a multiple of a specific value. On the corresponding product, activate the Use Freebie Multiplier checkbox and specify the quantity in the Units in Package field. The multiplicity works only for the product per one delivery. When you add a freebie to the order cart: The system checks whether the Freebie Multiplier is toggled on. If no, the multiplier is not in use. If the Freebie Multiplier is toggled on, the system checks a value in the Unit In Package field: For an empty field or when the value is zero, the multiplier is 1. If the value is other than 0 then the freebie quantity in the Quantity field on the Delivery Line Item must be a multiple of a number specified in the Unit In Package field. In the Freebie window, the quantity will be rounded to a multiple of the value, regardless of whether you manually specify the quantity or the value is automatically filled in. Available for instances with the enabled Web Service. For more information about using the Level Formula field for Freebies, refer to Freebie Condition: LevelFormula__c Field Specification. Admins may assign different values for freebie products. For example, one freebie might be worth 3 points and another 1 point. The value of a freebie determines how many freebies are distributed for each Freebie Level. To set the value, specify the path to the field on the corresponding Product object in the Freebie Value field of the Freebie Condition object, for example, CTCPG__ParentId__r.Value__c. If the Freebie Value is set. On the Freebie Level object, if there are no records of Freebie Line Items: The quantity in the Freebies Quantity Min will be divided by Freebie Value if the Similar adding method is set for the Freebie Condition. In the case of List Based or Criteria Based adding method, the division is applied only if one freebie is distributed. The quantity in the Freebies Quantity Max will always be divided by Freebie Value. The quantity calculated according to Freebie Ratio will always be divided by Freebie Value. On the Freebie Line Item object, If the List Based adding method is set for the Freebie Condition: The Freebie Quantity Max and Freebie Quantity Min will be divided by the value of the Freebie Value field. The result of dividing the minimum freebie quantity is rounded upwards. The result of dividing the maximum freebie quantity is rounded down. It is not recommended to use Freebie Value _ if the same value for the minimum and maximum amount of product is set for _Freebie Level, as this can lead to a validation error. See also: Freebie Management Tab Freebie Data Model Workshop 3.0: Working with Freebies","title":"Freebies Management","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/managing-ct-orders/freebies-management/index.html","titles":[{"text":"Freebie Type Record Types","hash":"h3_1307099884","id":1},{"text":"Freebies Calculation Process","hash":"h2_623789817","id":2},{"text":"Processing records with the Similar Adding Method","hash":"h3_370821239","id":3},{"text":"Processing Records with List Based Adding Method","hash":"h3_758219686","id":4},{"text":"Processing Records with Criteria Based Adding Method","hash":"h3_972561451","id":5},{"text":"Freebies Distribution","hash":"h2_1556344363","id":6},{"text":"Auto-update","hash":"h3_599666667","id":7},{"text":"Multiplier","hash":"h3_676523153","id":8},{"text":"Freebie Value and Level Formula","hash":"h3_316467656","id":9}]},"969":{"id":969,"text":"Table of Contents Overview Keeping Data Up-to-Date in Orders Order Deduplication Logic Deduplication Logic for the Finalized Order Order Change Manager maintains the integrity of orders in the Salesforce database. It allows Salesforce users to work with multiple order carts on different tabs simultaneously, while for CT Mobile users, it tracks all changes to the order cart and performs their successful submission to the Salesforce database. Order Change Manager is used for: Ensuring the integrity of orders saved in Salesforce. Loading all required CT Orders records with the specified conditions to the CT Mobile app. Handling conflicts of simultaneous editing of the same order in Salesforce and CT Mobile. Allows Salesforce users to simultaneously work with multiple order carts on different tabs. Go to the article to view the required user permissions. Order Change Manager uses a public method for Order Lightning Web interface in Salesforce and a custom REST API for CT Mobile and controls data integrity the following objects: CT Order Order Line Item Delivery Delivery Line Item Calculated Discount When a mobile user performs a synchronization, orders that are available for this user will be downloaded on the mobile device along with all related records. If a user made changes to the order cart: REST API creates package(s) with changes for a specific Order record if any related records of that order have been changed, created, or deleted. Each package contains no more than 200 records for a particular order. If the total number of transferred object records exceeds 200 records, the order will be split into several packages, which are formed according to that order: Order Order Line Item, Delivery Delivery Line Item, Calculated Discount Each Order record is presented as a JSON file (flat list) in package(s). To learn more about JSON keys and view examples, refer to Order Change Manager: JSON Examples and Keys. During the synchronization, REST API sends package(s) with changes to the records of the following CT Orders objects to a designated endpoint: {{Salesforce_instance_url}}/services/apexrest/ChangeManager. The standard CT Mobile functionality for iOS users, such as Sync Recovery, Conflict Manager, and Online Records Fetching, does not apply to those CT Orders objects. On the Salesforce side, the system creates an Order Change Manager record for the particular Order and fills it out with the received JSONs. If a previous Order Change Manager record is found, it will be deleted. For more information, refer to Order Change Manager Field Reference. The Order Change Manager checks SOQL queries received from CT Mobile. If the query contains a mobile temporary record ID, Order Change Manager checks if there is a record with the same value in the Reference Id field in Salesforce. If such a record is found, Order Change Manager updates it. Otherwise, Order Change Manager creates a new record. REST API gets a response from Salesforce: records are successfully saved; records are successfully copied; an error occurred. When a user closes the order cart, finalizes, or completes the order in Salesforce, the corresponding Order Change Manager record is deleted. The deduplication logic allows you to handle conflicts and keep data consistency of created orders and related object records. For this purpose, the orders__ReferenceId__c field is created on the following objects: Order Order Line Item Delivery Delivery Line Item Calculated Discount A mobile user should have permission to edit the Reference Id field on all the following objects. The Reference Id field stores the pair of record ID and user ID. If the record has not yet been transferred from CT Mobile, the field contains the mobile temporary record ID and the user identifier. For example, a06-AF3AA67B-EA24-4DAB-9C8A-9B70357DAB830055J000001L7aTQAS, where a06-AF3AA67B-EA24-4DAB-9C8A-9B70357DAB83 is the temporary record ID and 0055J000001L7aTQAS is the user identifier. If the record was transferred to Salesforce, the field contains the Salesforce record ID and the user identifier. For example, a0g5w00000EQJi1AAH0055J000001L7aTQAS, where a0g5w00000EQJi1AAH is the Salesforce record ID and 0055J000001L7aTQAS is the user identifier. Sometimes, there are situations when the same order has different statuses on the mobile device and in Salesforce because the mobile user did not perform the fast synchronization. Use the additional option to control whether to create a duplicate of the finalized order with all related records in Salesforce, or update it if a mobile user made changes to this order. For more information about the order stages, refer to Order Stages. For example, an order was downloaded to a mobile device and then finalized in Salesforce. If, after finishing the order in Salesforce, the mobile user did not run synchronization and made changes to the same order in CT Mobile, a duplicate order will be created with all related records in Salesforce during the next synchronization. The administrator can change the default behavior using the Turn Off Closed Orders Duplication checkbox on the appropriate Sales Organization record. By default, the checkbox is disabled. A duplicate of the mobile order will be created with all related records in Salesforce when a mobile user edits this record on the mobile device. This logic does not affect orders on the On-Hold stage in Salesforce. When the checkbox is selected, the finalized order is updated in Salesforce if a mobile user has edited it in CT Mobile. Enabling the option can cause conflicts in the case when there is the custom business logic to send the finalized orders to ERP from Salesforce.","title":"Order Change Manager","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/managing-ct-orders/order-change-manager/index.html","titles":[{"text":"Overview","hash":"h2_1605195356","id":1},{"text":"Keeping Data Up-to-Date in Orders","hash":"h2_1554146395","id":2},{"text":"Order Deduplication Logic","hash":"h2_23704773","id":3},{"text":"Deduplication Logic for the Finalized Order","hash":"h3_1662160851","id":4}]},"970":{"id":970,"text":"The Order Change Manager object is responsible for exchanging data about orders created, edited, and deleted in the CT Mobile app, and maintaining the integrity of those orders in the Salesforce database. During synchronization, CT Mobile sends change packets with all related data of a particular Order record. Each order is represented as a JSON file. On the Salesforce side, the system creates an Order Change Manager record for each order received from CT Mobile during synchronization. The system splits the received JSON and populates the Order Change Manager record fields with the split JSON based on the object name. When a user closes the order cart, finalizes, or completes the order, the corresponding Order Change Manager record is deleted. Object API name: orders__OrderChangeManager__c Field API Name Type Description Delivery Collection orders__DeliveryCollection__c Long Text Area(131072) This field stores a JSON file for \"type\" = \"orders__Delivery__c\" with all information about the related deliveries to the particular Order. Delivery Line Item Collection orders__DeliveryLineItemCollection__c Long Text Area(131072) This field stores a JSON file for \"type\" = \"orders__DeliveryLineItem__c\" with all information about the related Delivery Line Items records to the particular Order. Order orders__OrderId__c Master-Detail(CT Order) This field stores a JSON file for \"type\" = \"orders__Order__c\" with all information about the particular Order. Order Line Item Collection orders__ExternalID__c Long Text Area(131072) This field stores a JSON file for \"type\" = \"orders__OrderLineItem__c\" with all information about the related Order Line Items records to the particular Order. Order Stage orders__OrderType__c Text(255) This field stores the current order stage. Reference Order Id orders__ReferenceOrderId__c Text(255) This field stores the pair of record ID and user ID—the value from the referenceOrderId key of the received JSON file. Possible values: The mobile temporary record ID and the user identifier. For example, a06-AF3AA67B-EA24-4DAB-9C8A-9B70357DAB830055J000001L7aTQAS, where a06-AF3AA67B-EA24-4DAB-9C8A-9B70357DAB83 is the temporary record Id and 0055J000001L7aTQAS is the user identifier. The Salesforce record ID and the user identifier. For example, a0g5w00000EQJi1AAH0055J000001L7aTQAS, where a0g5w00000EQJi1AAH is the Salesforce record ID and 0055J000001L7aTQAS is the user identifier. Session Id orders__SessionId__c Text(255) The field stores the identifier of the session, during which data of the particular Order was transferred.","title":"Order Change Manager Field Reference","component":"ctorders","version":"","name":"order-change-manager-field-reference","url":"/ctorders/admin-guide/managing-ct-orders/order-change-manager/order-change-manager-field-reference.html","titles":[]},"971":{"id":971,"text":"Table of Contents Examples JSON Key Description During synchronization, the CT Mobile app sends package(s) with a JSON file that stores information about the particular order that the user was working with on the mobile device to the Salesforce database. Check out the JSON keys and examples. Depending on whether an Order was created, edited, or deleted on a mobile device, JSON can store the temporary ID or the Salesforce record ID for this Order record or its related records, such as Order Line Item, Delivery Line Item, or Delivery. In this JSON file, the Order and Order Line Item records have the mobile temporary ID in the referenceOrderId and referenceId keys, which means that these records were created on the mobile device and will be inserted into the Salesforce database after synchronization. The Order Change Manager record will be created for this Order. { \"isLastPackage\": true, \"referenceOrderId\": \"a06-AF3AA67B-EA24-4DAB-9C8A-9B70357DAB830055J000001L7aTQAS\", \"records\": [ { \"attributes\": { \"type\": \"orders__Order__c\", \"referenceId\": \"a06-AF3AA67B-EA24-4DAB-9C8A-9B70357DAB830055J000001L7aTQAS\" }, \"orders__AccountId__c\": \"0013N00000IX5sNQAT\", \"orders__OrderType__c\": \"Order\", \"orders__PriceBookId__c\": \"a0w3N00000189ZHQAY\", \"orders__PricingProcedureId__c\": \"a0x3N000000XT1YQAW\", \"orders__SalesOrganizationId__c\": \"a153N000000FOjyQAG\", \"orders__Stage__c\": \"OnHold\", \"orders__TotalDiscount__c\": 38.58, \"orders__TotalPrice__c\": 4294.92 }, { \"attributes\": { \"type\": \"orders__OrderLineItem__c\", \"referenceId\": \"a06-AC3AB63B-FA23-4DAB-7D4F-9B70357DAB830055J000001L7aTQAS\" }, \"orders__CatalogId__c\": \"a0l3N000000GlXhQAK\", \"orders__CatalogLineItemId__c\": \"a0k3N000000h3cXQAQ\", \"orders__ListPrice__c\": 8.1, \"orders__OrderId__c\": \"@39F9C16B-08D2-4B64-AFE5-F91508E53922\", // reference field with the temporary Id \"orders__ParentId__c\": \"\", \"orders__PriceBookId__c\": \"a0w3N00000189ZHQAY\", \"orders__PriceBookLineItemId__c\": \"a0v3N000000JMLiQAO\", \"orders__Product2Id__c\": \"\", \"orders__ProductComponentId__c\": \"\", \"orders__ProductId__c\": \"a0U3N000000Ca5eUAC\", \"orders__PromotionId__c\": \"\", \"orders__PromotionLineItemId__c\": \"\", \"orders__Quantity__c\": 20, \"orders__TotalDiscount__c\": 0, \"orders__TotalPrice__c\": 162, \"orders__UnitPrice__c\": 8.1 } ] } In this example, the Order record already has the Salesforce record ID in both referenceOrderId and referenceId keys, which means that the Order has been created before in Salesforce or CT Mobile app and was updated on the mobile device. Also, the Order Line Item record has the mobile temporary ID, which means that it was created on the mobile device. The Order Change Manager record will be created for this Order, and the previously created Order Change Manager record for this Order will be deleted. { \"isLastPackage\": true, \"referenceOrderId\": \"a0g5w00000EQJi1AAH0055J000001L7aTQAS\", \"records\": [ { \"attributes\": { \"type\": \"orders__Order__c\", \"referenceId\": \"a0g5w00000EQJi1AAH0055J000001L7aTQAS\" }, \"Id\": \"a0g5w00000EQJi1AAH\", \"orders__AccountId__c\": \"0015w00002DaFim\", \"orders__OrderType__c\": \"Order\", \"orders__PriceBookId__c\": \"\", \"orders__PricingProcedureId__c\": \"\", \"orders__SalesOrganizationId__c\": \"\", \"orders__Stage__c\": \"OnHold\", \"orders__TotalDiscount__c\": null, \"orders__TotalPrice__c\": 4294.92 }, { \"attributes\": { \"type\": \"orders__OrderLineItem__c\", \"referenceId\": \"a06-AC3AB63B-FA23-4DAB-7D4F-9B70357DAB830055J000001L7aTQAS\" }, \"orders__CatalogId__c\": \"\", \"orders__OrderId__c\": \"a0g5w00000EQJi1AAH\", \"orders__Quantity__c\": 212 } ] } Key Type Required Comment isLastPackage Boolean Yes Available values: true, if all data for the order is stored in that package or if this package is the last one for the order. false referenceOrderId String No A key stores the mobile temporary Id or Salesforce Id of the current Order record. For the Order record, the same value is stored in the referenceOrderId and referenceId keys. records Array Yes A key stores the collection of the Order record and all related records. attributes Array Yes A key contains data of a particular record, such as Order, Order Line Item, Delivery Line Item, Delivery, or Calculated Discount. type Enum Yes A key stores the object API name, which data must be transferred. referenceId String Yes A key stores the mobile temporary Id or Salesforce Id of the record of the object specified in the type key. Id String Yes A key stores Salesforce ID for the record. The key is not specified for a new record. orders__AccounId__c, orders__OrderType__c, etc. String No The key is the API name of the field of the current record. The current record is defined by the values in the type, referenceId, and Id keys. In case of a new record (the Id key is empty), all fields with the creatable = true attribute. In case of a modified record (the Id key is set), all fields with the creatable = true and editable = true attributes, including the empty fields.","title":"Order Change Manager: JSON Examples and Keys","component":"ctorders","version":"","name":"order-change-manager-json-examples-and-keys","url":"/ctorders/admin-guide/managing-ct-orders/order-change-manager/order-change-manager-json-examples-and-keys.html","titles":[{"text":"Examples","hash":"h2_1406500097","id":1},{"text":"JSON Key Description","hash":"h2_469009993","id":2}]},"972":{"id":972,"text":"Table of Contents Price Calculation Workflow Discount Calculation Requirements Pricing Procedure Price management means implemented in the package are based on the calculation algorithm set in Pricing Procedure and Calculation Type records with specified rules and conditions that are applied during the calculation. Please, refer to the Discount Management articles to see the full discount and price calculation object model. Before getting into details on the configuration of Pricing Procedure and Calculation Types, let’s explore the overall pricing workflow that is performed by the new CT Orders advanced pricing engine: Check objects mapping → [1] Define product types for discount; Load List Prices ↓ [2] Check orders__PricingProcedure__c: the procedure is set and active No → Price calculated without a discount ↓ No ↑ [3] Define orders__CalculationType__c records; check mandatory fields → [4] Check field accessibility in the Condition Fields List field ↓ [5] Apply Calculation Type record type: Group and Condition Condition To successfully calculate a discount, the following conditions must be maintained throughout the pricing procedure: List Prices are created for each Delivery Line Item in the order. The Pricing Procedure is defined for an order. The orders__PricingProcedure__с field is specified on the object for the Sales Organization and Order Type in the order. The Pricing Procedure is active. Calculation Type is linked to the applied Pricing Procedure, and Calculation Type is included in the JSON formula. The Calculation Method, Unit of Measure, and External Id fields are filled out. All fields specified in the Condition Fields List field must be accessible to a current user. Condition or Group And Condition record type exists for this Calculation Type. The pricing procedure is carried out with the help of the Pricing Procedure object, which determines the methods and sequence of price calculation procedures for each order. The Pricing Procedure field on this object contains calculation algorithm steps in JSON format. The pricing procedure can be set up differently for each Sales Organization and Order Type. The mobile user must have at least read access to the fields in the Pricing Procedure or recalculation fields to calculate Total Price. Otherwise, the total price will be calculated by the List Price fields. Price is calculated for each Delivery Line Item record based on the quantity entered on each Delivery Line Item or Order Line Item record and conditions specified in the applied Calculation Type. Depending on the type of product, the system applies specific rules for discount calculation. For bundles, there are three possible calculation scenarios, for products the discount is applied to each product record. To provide a link between Pricing Procedure and Calculation Types, the Procedure Calculation Type junction object is introduced. The Procedure Calculation Type records are created automatically for all Calculation Types specified in the Pricing Procedure formula. The following procedure versions are supported: Pricing Procedure v. 1.0 requires only the Procedure step, as in previous CT Orders versions. In this step, a formula is used to calculate the price of each Delivery Line Item by applying different discount Calculation Types listed in a sequence with MAX, MIN, MULT, or SUM operators. Pricing Procedure v. 2.0 requires all steps of the price calculation to be specified in the JSON formula. Use the ExternalId__с value of the Calculation Type record in the JSON formula. See also: Procedure Builder Tab Pricing Procedure v. 1.0 Pricing Procedure v. 2.0 Pricing Procedure Fields Reference Procedure Calculation Type Fields Reference","title":"Price Management","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/managing-ct-orders/price-management/index.html","titles":[{"text":"Price Calculation Workflow","hash":"h2_841873119","id":1},{"text":"Discount Calculation Requirements","hash":"h3_1755691536","id":2},{"text":"Pricing Procedure","hash":"h1_644400073","id":3}]},"973":{"id":973,"text":"Procedure Builder tab is a convenient tool to set up a Pricing Procedure step by step, so you do not need to manually build the JSON query. To use it, click the Procedure Builder button on the Pricing Procedure object: By default, Builder for Pricing Procedure 1.0 is opened. To open Builder for Pricing Procedure 2.0, click Move to Advance Version: Procedure Builder for v 1.0 Procedure Builder for v 2.0 Set up Pricing procedure settings: Procedure Type: SUM MULT MIN MAX Round: Item Group Round To Ignore Nulls Procedure Calculation Type Settings The Item type setting is missing in the resulting JSON itself, but it defines the JSON structure. Click Save. Set up Pricing Procedure steps: Procedure Step The Item type setting is missing in the resulting JSON itself, but it defines the JSON structure. Set Value Step Roll Up Step Drill Down Step SDK Step Drag and drop steps with to arrange them in your desired order. Use Add Step and Delete Step buttons to make a desired number of steps. For the Type field in the Value Settings, select: String to select the price type Number to enter the decimal value Formula to set up formula settings: The MULTIPLY formula operator is displayed as multi in the JSON query. For each step, you can also set up Step Conditions. Useful notes: Use OR, AND, + and Add Group buttons to set up condition groups: You can add up to 3 subgroups for each group. For the AND group type, its subgroup type is automatically set to OR and vice versa. Click Delete group to delete condition group and to delete condition string. Click Save. To generate JSON from the Workshop 2.2, do the following in the Procedure Builder for v 1.0: These settings will generate the following JSON: { \"procedure\": { \"type\":\"SUM\", \"items\": [ {\"calculationType\":\"Promo\" } ] }} To generate JSON from the Workshop 2.3, make the following settings in the Procedure Builder for v 2.0: Drill Down Procedure Procedure Set Value Roll Up Set Value Roll Up Set Value Roll Up These settings will generate the following JSON: Click to view { \"version\": 2, \"steps\": [ { \"type\": \"drillDown\", \"baseObject\": \"orders__OrderLineItem__c\", \"basePrice\": \"ManualDiscountPercent__c\", \"result\": [ { \"resultObject\": \"orders__DeliveryLineItem__c\", \"resultPrice\": \"ManualDiscountPercent__c\" } ] }, { \"type\": \"procedure\", \"basePrice\": \"$.listPrice\", \"resultPrice\": \"$.unitPrice\", \"condition\": { \"operator\": \"OR\", \"items\": [ { \"field\": \"ManualDiscountPercent__c\", \"operator\": \"lessOrEqual\", \"value\": 0 }, { \"field\": \"ManualDiscountPercent__c\", \"operator\": \"equal\", \"value\": null } ] }, \"procedure\": { \"type\": \"MULT\", \"round\": \"item\", \"roundTo\": 4, \"items\": [ { \"calculationType\": \"ClientBased\" }, { \"calculationType\": \"Promo\" } ] } }, { \"type\": \"procedure\", \"basePrice\": \"$.listPrice\", \"resultPrice\": \"$.unitPrice\", \"condition\": { \"operator\": \"AND\", \"items\": [ { \"field\": \"ManualDiscountPercent__c\", \"operator\": \"greater\", \"value\": 0 } ] }, \"procedure\": { \"type\": \"MULT\", \"round\": \"item\", \"roundTo\": 4, \"items\": [ { \"calculationType\": \"manualdiscountpercent\" } ] } }, { \"type\": \"setValue\", \"object\": \"orders__DeliveryLineItem__c\", \"resultPrice\": \"$.unitPrice\", \"condition\": { \"operator\": \"AND\", \"items\": [ { \"field\": \"$.unitPrice\", \"operator\": \"less\", \"value\": 0 } ] }, \"value\": 0 }, { \"type\": \"rollUp\", \"baseObject\": \"orders__DeliveryLineItem__c\", \"basePrice\": \"$.unitPrice\", \"method\": \"copyEqual\", \"result\": [ { \"resultObject\": \"orders__OrderLineItem__c\", \"resultPrice\": \"$.unitPrice\" } ] }, { \"type\": \"setValue\", \"object\": \"orders__DeliveryLineItem__c\", \"resultPrice\": \"$.totalPrice\", \"value\": { \"operator\": \"multi\", \"items\": [ \"$.unitPrice\", \"$.quantity\" ] } }, { \"type\": \"rollUp\", \"baseObject\": \"orders__DeliveryLineItem__c\", \"basePrice\": \"$.totalPrice\", \"method\": \"sum\", \"result\": [ { \"resultObject\": \"orders__Order__c\", \"resultPrice\": \"$.totalPrice\" }, { \"resultObject\": \"orders__Delivery__c\", \"resultPrice\": \"$.totalPrice\" }, { \"resultObject\": \"orders__OrderLineItem__c\", \"resultPrice\": \"$.totalPrice\" } ] }, { \"type\": \"setValue\", \"object\": \"orders__DeliveryLineItem__c\", \"resultPrice\": \"$.totalDiscount\", \"value\": { \"operator\": \"multi\", \"items\": [ { \"operator\": \"sum\", \"items\": [ \"$.listPrice\", \"- $.unitPrice\" ] }, \"$.quantity\" ] } }, { \"type\": \"rollUp\", \"baseObject\": \"orders__DeliveryLineItem__c\", \"basePrice\": \"$.totalDiscount\", \"method\": \"sum\", \"result\": [ { \"resultObject\": \"orders__Order__c\", \"resultPrice\": \"$.totalDiscount\" }, { \"resultObject\": \"orders__Delivery__c\", \"resultPrice\": \"$.totalDiscount\" }, { \"resultObject\": \"orders__OrderLineItem__c\", \"resultPrice\": \"$.totalDiscount\" } ] } ] } See also: Pricing Procedure v. 1.0 Pricing Procedure v. 2.0","title":"Procedure Builder Tab","component":"ctorders","version":"","name":"procedure-builder-tab","url":"/ctorders/admin-guide/managing-ct-orders/price-management/procedure-builder-tab.html","titles":[{"text":"Examples","hash":"h2_1406500097","id":1},{"text":"Pricing Procedure 1.0","hash":"h3_98762040","id":2},{"text":"Pricing Procedure 2.0","hash":"h3_98762009","id":3}]},"974":{"id":974,"text":"Table of Contents Order Taking Overview The CT Orders tab Order Types Order Stages Online Order in Salesforce Offline Order in the CT Mobile app Process Path Before starting to work with orders, please check that you have at least the Read permission to the Logging Mode field on the Sales Organization object. Order Management is a combination of settings that match your business purposes. The Order Life Cycle allows using advanced sales strategies with multiple conditions. The optional integration with ERP helps to easily create orders based on all provided data. Order differentiation based on territories and roles in a company, as well as the ability to customize the order page for each client. Set up comprehensive pricing procedures, long and short-term promotions, and discounts based on different conditions. Define your order types or use the pre-configured ones to cover specific needs per each client. Add the same products with different price conditions in one order, for example, from an ordinary catalog or a short-term promotion. Specify bundles to add them with ordinary products in one order. Create multiple deliveries for several addresses based on the available dates, products, and specific limits. Real-time calculation based on all provided details. Specify your order stages or re-use pre-configured ones to build order processes according to the company needs. Apply validations to be sure to have the ability to correct all order/delivery issues. Order management allows you to create online and offline orders: Accept online orders at the call center or provide the customer access to create online orders. Use field sales forces to create offline orders and then synchronize all data from the CT Mobile app with CRM. Offline orders are available in CT Orders version 1.5 and higher. The CT Orders tab is the standard Salesforce page to monitor all order records, create, edit, and delete orders. Click on the appropriate order to view the order details. Set up a header with all the necessary order information. The CT Order button panel: Click Edit Cart to form orders and set up deliveries. Click Edit to make some changes in the main order information, such as specify Account, Price Books, Sales Organizations, etc. Click Delete to remove the order. Click Clone to create a new Order record with the same order information. Specify the display of the main order info. Specify the display of available related lists on the order layout. Order Line Items are the records of CT Products added to the current order. Deliveries are the number of order deliveries with the Delivery Line Items that represent CT Products in the current delivery. The CT Order object has no record types by default. You can specify record types according to your needs and create the specific Layout Settings record for each record type. In this case, when you create a CT Order record, you should first select the record type and then the order type. By default, the following order types are available: Order Create a standard order and set up deliveries. Return Select this type for an order that should be returned. Pre-Sale Select this type for an order with CT Products that have not been released to the public yet. There are several pre-configured stages, which are different for mobile devices and Salesforce. The available stages: On-Hold Completed Finalized Validated Create a custom flow and add new stages to match your business flow. Consider the following: The standard flow does not include the Validated stage. The Completed and Finalized stages cannot be overridden. When a user creates a new online order and clicks the Save Draft button on the order details page, the order moves to the On-Hold stage. It marks that the current order could have been saved with errors, for example: Delivery dates in the past for orders with the Return order type. Products from expired promotions or not available catalogs. A not specified number of products for deliveries. When a user clicks the Finalize button on the order details page, the current order will be validated. If it met all validations, it moves to the Finalized stage, will be locked, and cannot be edited anymore. You can create business logic to send finalized orders to the ERP system if applied. All products in the order are from available (and optionally assigned for the current Sales Organization) catalogs and promotions. The delivery rules are applied. All corresponding discounts are applied. When a user creates a new offline order and clicks the Save Draft button on the order details screen, the order moves to the On-Hold stage. It marks that the current order could have been saved with errors, the same as in Salesforce. When a user clicks the Complete button on the order details screen, the current order will be validated, and if it met all validations, it moves to the Completed stage. Do not manually change the Stage value on the Order record screen to avoid missing validations. Once completed, an order cannot be edited on a mobile device. Perform a synchronization to edit if necessary and finalize the order in Salesforce. Also, finalized orders received from Salesforce cannot be edited on the mobile device. The following steps must be performed by the administrator to configure the order: Check the representative and manager permissions to target system objects. Also, if the additional custom objects will be created, for example, Address__c, specify permission for representatives and managers. A representative should have at least permission to read records and all fields of the Settings object and all objects of the CT Orders package. Users with the manager role can also have permission to edit records. Create the Setting record with the Object Settings record type for an instance. Create and set up a Sales Organization. Set up delivery rules, Address Setting, and, optionally, specify Limit Setting. If you use the custom Address object, configure the Delivery object. A representative should have permission to create, edit, and delete the Delivery and Delivery Line Item records. If applied, a representative should have permission to read the custom Address object. Users with the manager role can also have permission to edit Address records. Specify Catalogs and Promotions based on CT Products and Price Books and assign Products. The Catalog/Promotion record should include CT Product records, be assigned to at least one Account record that relates to selected CT Products, and be active as well as Catalog Line Items/Promotion Line Item records should be active too. It is required to configure the Order Line Item and Promotion Line Item object. Assign Catalogs, Price Books, and Promotions. If no Sales Organization is defined for a Catalog, Price Book, and Promotion record, these catalogs, price books, and promotions will not be applied. Specify pricing procedures. A representative should have permission to create, edit, and delete the Calculated Discount records. Create Layout Settings for Order Line Item, Catalog Line Item, and Promotion Line Item. Additionally, specify Catalog and Promotion Assignments. If the Layout Setting is not specified for an object, the necessary fields for creating order will not be available. Add permission for creating orders for the corresponding Account record. Specify the Totals Panel Setting to display overview metrics on the order creation page. Additionally, specify Split Setting to split the finalized order into deliveries according to specific logistic conditions. The setup is complete. The representative can create online or offline orders and set up deliveries. See also: Online Order Offline Order Multiplicator Price Tag Smart Order Assistant User Permissions for Offline Orders CT Order Data Model Workshop 1.0: Creating Basic Order Workshop 4.0: Working with Offline Orders","title":"Order Management","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/managing-ct-orders/order-management/index.html","titles":[{"text":"Order Taking Overview","hash":"h2_2068007851","id":1},{"text":"The CT Orders tab","hash":"h2_596462762","id":2},{"text":"Order Types","hash":"h2_1882122703","id":3},{"text":"Order Stages","hash":"h2_158967301","id":4},{"text":"Online Order in Salesforce","hash":"h3_1884354907","id":5},{"text":"Offline Order in the CT Mobile app","hash":"h3_1058643383","id":6},{"text":"Process Path","hash":"h2_1374863314","id":7}]},"975":{"id":975,"text":"The Multiplicator option is responsible for adding the correct product quantity to the order cart. The quantity must always be divisible by a multiplicity factor value, which can be set on multiple levels and is processed in turn in the following order: Order Object Responsible Field Description 1 Catalog Line Item or Promotion Line Item Units Count Step This field is checked first in these objects. If no records are found, the system uses the value in the Units Count Step field on the CT Price Book Line Item record. 2 Price Book Line Item Units Count Step The field stores the multiplicity step in the order cart must be divisible by the Units in Package value and also greater than that value. For example, if you set Units in Package to 5, the Units Count Step must be at least 10. 3 Product Units in Package The field stores the number of products in a package. This is the main value, which is always compared with the entered number during quantity calculation. After a product is added to your order cart, the system checks if the Unit Count Step on Catalog Line Item or Promotion Line Item record exists and the value is greater than 0. The quantity of the product in the delivery, e.g., Delivery Line Item, must be divisible by the Units Count Step value. The quantity field is defined in the Delivery Line Item Mapping Setting. If no value is found on the Catalog Line Item or Promotion Line Item record, the system checks the Units Count Step field on the CT Price Book Line Item record. The quantity of the product in the delivery, e.g., Delivery Line Item, must be divisible by the Units Count Step value on the CT Price Book Line Item record. If no value is found on the CT Price Book Line Item record, the system checks the Units in Package field value on the corresponding Product record. The quantity of the product in the delivery, e.g., Delivery Line Item, must be divisible by the Units in Package value on the corresponding Product record. If no value is found on any of the objects, the applied multiplicity factor is 1. The Multiplicator logic is applied for each delivery separately. For bundles with the quantity on Product Component records, the first step is omitted, as the Catalog Line Item or Promotion Line Item records are copied from the header and will be calculated equally for all components. The Multiplicator logic is not applied for bundles with header-dependent quantity, as the independent multiplier already exists on the Product Component records. Multiplicator considers the minimum and maximum quantity per delivery, which is specified on a Product record. Multiplicator logic is not applied for freebies.","title":"Multiplicator","component":"ctorders","version":"","name":"multiplicator","url":"/ctorders/admin-guide/managing-ct-orders/order-management/multiplicator.html","titles":[{"text":"Process Path","hash":"h2_818978857","id":1},{"text":"Important Notes","hash":"h2_868831931","id":2}]},"976":{"id":976,"text":"Table of Contents 1. User Permissions and Synchronization 2. Create and Manage Orders 3. Edit the Order Cart 3.1 Promotions and Catalogs 3.2 Order Cart 3.3 Create the First Delivery 3.5 Review the Order 3.6 Export Order Data 3.7 Complete the Order 4. Additional Options 4.1 Freebies 4.2 Price Tags 4.3 Delivery Summary 4.4 Calculate Price using the SDK Step 4.5 Smart Assistant CT Orders is designed to create and manage orders via different channels. Using the CT Mobile app on iOS and Windows platforms, create orders on the spot in offline or online mode and send them to Salesforce during the synchronization. Integrate the CT Mobile solution with the target system, such as CT CPG, CT Pharma, or CG Cloud. Map the CT Orders objects with the target system for applying the overall logic. Follow the guide to enable work with CT Orders in the CT Mobile app. Take a workshop on how to create an offline order in the CT Mobile app. In this article, you will find the necessary user permissions, a description of the Order Cart screen, conditions for displaying products, the steps to follow when creating an order, and a description of additional options. Before starting to work with offline orders, please verify that the mobile users have the appropriate permissions for objects. When the CT Orders is activated and customized for offline work and a mobile user performed the full synchronization: The CT Orders menu item is available on the main menu. Specify list views for sorting Order records. Add Order custom related lists to the Accounts, Contacts, or Activities objects to manage orders. The Order button is available on the Accounts, Contacts, or Activities records for order creation. Tap the icon, specify the required data in the mini layout, and tap Create. Configure the layout setting for CT Order object to set up displayed fields in the mini layout. Edit the new order on the Order Cart screen. On the Edit Cart screen, the mobile user manages the current order. For CT Mobile iOS users For CT Mobile Windows users On the left side, select products from available promotions and catalogs. The Promotion tab is displayed by default. Each promotion and catalog are collapsed by default. Promotions and catalogs (including sub-catalogs) should be: Active. Assigned for the current Account record or all Accounts. Available for the current Sales Organization, the selected Order Type of the Order, and on Order and Delivery dates. All active catalogs (including sub-catalogs) are available for the CT Mobile Windows users. Tap the promotion or catalog name to expand it and view product records. The Expand icon is displayed only when the promotion or catalog has products. Products are arranged according to their order number (if given) or in alphabetical order. There can be products and bundles in promotions and catalogs, as well as catalogs can have sub-catalogs. When the catalog has sub-catalogs, products and bundles are available only in the sub-catalogs. Product details are displayed according to the compact layout. Only active products with the active assigned Price Book and the specified List Price are available. Tap the icon to add a promotion or catalog. Tap the icon to remove the added catalog or promotion. Use the Search box to find the record. The search is performed among products in catalogs, promotions, and products that are already added to the cart. You can search by several words separated by blank spaces. Search is carried out in the fields that are listed on the Search Results search layout and in the fields specified as the title and subtitle on the compact layout. Search results are saved when the mobile user switches the Promotions tab to the Catalogs tab. Add products and manage them on the order cart. Tap the icon to add a catalog, promotion, sub catalog, bundle, or product to the cart. Products added to the cart disappear from the left section list. Swipe left to remove sub catalog, bundle, or product from the cart. You can add () or remove () the whole catalog to/from the cart, if the Disable Mass Adding option is disabled. You cannot add a catalog if adding another catalog is still in progress (see the progress bar in the Catalog section). In the CT Order cart, products are grouped into the Catalogs and Promotions sections. When you add products to the cart, the system checks the availability of each record. All catalog products are gathered under the Catalogs section. Promotion products are grouped separately under their respective Promotion names. The promotion sales and delivery dates are displayed in each promotion header. If the sales dates are empty, the delivery dates will be displayed instead of them. The administrator can add custom fields for the order cart layout, including formulas and roll-up field types. The title bar is fixed so that users can scroll through the order cart without losing sight of the names of columns. The Order Cart layout is managed by the Settings record of the Layout Setting record type for the Order Line Item object. Tap the icon to add a filter for products in the order cart. The filter must be set up in advance by the Filter Setting. Tap Add Filter to add new filter. Select desired filter criteria from the list and tap Apply. Tap Apply to apply the filter. For CT Mobile iOS users For CT Mobile Windows users CT Order Cart overview: Product filter: When a mobile user adds the first product, the Delivery pop-up appears. Delivery dates are controlled by the Settings record with the Limit Setting record type. To add delivery limits, follow this guide. To set up delivery addresses, refer to this article. The mobile user cannot delete a single delivery. If no limits are set, the first delivery date is set as the current date and the end date is set as the last date defined by the calendar. Deliveries are sorted by date. If multiple deliveries are added for the same date, they will be sorted by the Address field (in ascending alphabetical order). The Address field is populated based on the Address Setting record defined for the Sales Org. In the CT Mobile iOS app, tap the Expand Order Cart icon to hide the catalogs and promotions on the left side for a better experience with items in a filled cart. Add more products to the cart. Tap the icon (iOS) or tap the Plus button next to the first delivery (Windows) to create one more delivery if needed. Set quantity of each product for each delivery using the plus and minus buttons. The quantity will change proportionally based on the multiplicator value for each product. More details about the product and bundle calculation are available here. After making changes to the order cart, new prices will be calculated automatically on the timer, if the Web Service is disabled. Organize products in cart by max or min quantity for the selected delivery. Pin delivery as the first one in the order cart. Delete delivery if needed. For CT Mobile iOS users For CT Mobile Windows users When the cart is full and all deliveries are set, review the order price and discounts in the Total Panel at the bottom of the screen. To customize fields in the total panel, create the Settings record with the Totals Panel Setting record type with custom fields. The maximum number of fields displayed is 4. To enable this feature, configure the Export CSV setting. Tap Actions menu → Export to File. Select fields to export (or leave preselected fields, if they are configured in the Export CSV setting). Tap Export. Tap Share to open standard iOS sharing dialog. Depending on the mobile user’s decision, the order status will be changed. We recommend getting familiar with the Order Change Manager logic. Do not manually change the Stage value on the Order record screen to avoid missing validations. Tap Save draft to save the cart without validation on the mobile device. Tap the Actions menu → Cancel order to exit the order cart without saving changes. Tap the Complete button to complete the order. The order cannot be edited on a mobile device after it has been completed. For more information about the order stages, refer to Order Stages. To edit the order: Go to the CT Orders menu item or the custom related list on the Accounts, Contacts, or Activities menu item. Select the order. Tap Edit Order in the Actions menu. For CT Mobile iOS users For CT Mobile Windows users If specified, tap the Freebies button. Review freebies for a delivery and tap Add products. Freebies will be validated and added to the cart. It is possible to set up freebies distribution. For example, use the Delivery Control option to add freebies to the first or last delivery. If the quantity of the cart products has been changed, tap the Freebies button again to recalculate freebies to the order. For CT Mobile iOS users For CT Mobile Windows users The feature has not been implemented yet. If specified, the Price Tag icon next to the added product indicates the status of the discount. Tap the icon to view a currently applied discount. For CT Mobile iOS users For CT Mobile Windows users The feature has not been implemented yet. The Delivery Summary pop-up is used to review and edit (if needed) the delivery details. For more information, refer to Delivery Summary. If the SDK step is implemented, the Calculate Discounts button appears on the Order Cart screen. Tap the button to calculate discounts. For CT Mobile iOS users For CT Mobile Windows users See also: Workshop 4.0: Working with Offline Orders","title":"Offline Order","component":"ctorders","version":"","name":"offline-order","url":"/ctorders/admin-guide/managing-ct-orders/order-management/offline-order.html","titles":[{"text":"1. User Permissions and Synchronization","hash":"h2_1850278800","id":1},{"text":"2. Create and Manage Orders","hash":"h2_2044385779","id":2},{"text":"3. Edit the Order Cart","hash":"h3_1847490047","id":3},{"text":"3.1 Promotions and Catalogs","hash":"h4_589780300","id":4},{"text":"3.2 Order Cart","hash":"h4_1635896381","id":5},{"text":"Add and Remove Products","hash":"h4_521967105","id":6},{"text":"Filter products","hash":"h4_733574480","id":7},{"text":"3.3 Create the First Delivery","hash":"h3_519467819","id":8},{"text":"3.4 Add More Products and Specify Product Quantity per Delivery","hash":"h3_637482102","id":9},{"text":"3.5 Review the Order","hash":"h3_1696966453","id":10},{"text":"3.6 Export Order Data","hash":"h3_408281835","id":11},{"text":"3.7 Complete the Order","hash":"h3_1128524764","id":12},{"text":"4. Additional Options","hash":"h2_1980854273","id":13},{"text":"4.1 Freebies","hash":"h3_2048041897","id":14},{"text":"4.2 Price Tags","hash":"h3_419365112","id":15},{"text":"4.3 Delivery Summary","hash":"h3_639588894","id":16},{"text":"4.4 Calculate Price using the SDK Step","hash":"h3_727125212","id":17},{"text":"4.5 Smart Assistant","hash":"_4_5_smart_assistant","id":18}]},"977":{"id":977,"text":"Table of Contents Prerequisites Online Order Page Managing Products in Cart Order Cart Order Cart Layout Editable Fields Get familiar with the online order creation process and main features. Workshop 1.0 helps you to configure your first order and understand relationships inside the CT Orders data model. The conditions to view the Catalog records and have the ability to add CT Products from these catalogs to the current order: The Catalog object must be available for the sales rep. The Catalog record must be active and: assigned to the current account; Set the Available for All Accounts checkbox on the Catalog record to use it for any account. available for the current Order Type; available for the current Sales Organization. The Catalog Line Item records must be active and store the unique CT Product ID. The conditions to view the Promotion records and have the ability to add CT Products from these promotions to the current order: The Promotion object must be available for the sales rep. The Promotion record must be active and: assigned to the current account; Set the Available for All Accounts checkbox on the Promotion record to use it for any account. available for the current Order Type; available for the current Sales Organization. The current date is within the promotion start and end dates. If one of the ordering dates is absent, the current date must match the promotion delivery dates. The Promotion Line Item records must be active, have the Product record type, and store the unique CT Product ID. On the CT Order tab, click on one of the orders and then click Edit Cart to open the order cart: (1) On the left side, the catalogs and promotions available for the current Sales Organization are displayed. Products are arranged according to their order number (if given) or in alphabetical order. The product is available for order only if a CT Price Book and a List Price are specified for the CT Product record. Search is carried out in the fields that are listed on the product Search Results search layout (including the Name field). If you selected multiple filters, the products will be displayed that match all the selected criteria. (2) On the right side, the current order table with configured columns and delivery dates is displayed. Click on the Product Name column to sort the list of added products in alphabetical order (ascending or descending). (3) The additional layout could be configured to show a total order price, discounts for all products in the cart, and other metrics. (4) The CT Order button panel. (5) The filter panel. Click to expand and hide it. The filter will be displayed only if the Filter Setting is configured. Switch between Catalogs and Promotion tabs to select products and add them to the order cart. Add one product, several products, or the whole catalog / sub-catalog / promotions. The Disable Mass Adding option on a Catalog record defines whether a sales rep can add a whole catalog to the order cart. Select products and click the Add button. Use drag-and-drop to manage products in the catalogs, promotions, and order cart. All products from the selected catalog or promotion will be automatically selected too. All catalog products are gathered under the Catalogs section. Promotion products are grouped separately under their respective Promotion names. The promotion sales and delivery dates are displayed next to the promotion. If the sales dates are empty, the delivery dates will be displayed instead of them. When you add a product from a catalog, the product is no longer available for adding from any catalog. However, if you add a product from a promotion, it will still be available from other promotions, if those promotions' conditions match the order settings. You can delete products from a cart: each product individually; all products added from catalogs; all products from a selected promo. The Order Cart page consists of the following parts: (1) The main cart area with the configured columns for Order Line Items contains read-only fields with the prices from the corresponding CT Price Book and applied discounts, additional fields that are configured using the layout setting. To form an order, it is necessary to configure the Object Settings record with the Layout Setting record type. You can add read-only and editable fields affecting discount calculation on the layout. (2) The bottom panel with overview metrics (optionally). To add the desired fields, it is necessary to configure the Object Settings record with the Totals Panel Setting record type. The maximum number of displayed fields is 4. If the setting is not configured, the Total Price and Total Discount fields are displayed by default. (3) The CT Order button controls. Click Get Freebie to distribute freebies. Click Add Delivery to split products in the current order per delivery dates and addresses. If the order has 140 Delivery Line Items or more, the Calculate Discounts button appears to reduce the calculation time. Click the button to calculate discounts and the total price. By default, there are only two available split criteria: date and address. You can add up to three more conditions for splitting an order. Click Save Draft to save newly created order or changes in the editing one. By default, the On Hold stage will be set. Price calculations based on values in the formula fields will be performed after clicking Save Draft. Click Exit if you do not want to save the current order or changes made in the existing order. Click Finalize to restrict editing the current order. If the Delivery Summary window is set up, you can review and edit the delivery details after clicking Finalize. For more information, refer to Delivery Summary. (4) The added delivery dates with the product quantity per delivery. Click or on the delivery column header to sort by product quantity. To delete deliveries, click the drop-down arrow and select Delete delivery. If a Delivery record was created for the order, you cannot delete all deliveries from the order, at least one delivery should exist. The editable fields were implemented to support the application of the manually set discounts and can be used in calculations or to display additional information. These fields should be first created on the Order Line Item object and then specified in the Settings record with the Layout Setting record type. The processing logic displaying the fields goes as follows: First, search the setting with the Record Type value matching the one that was specified in the pop-up window when the order was created. Then goes the setting with the Sales Organization field value matching the one on the created order. If no settings were found, then the setting without the specified Record type and Sales organization will be applied. This logic takes into account the Read-Only and Required attributes that could’ve been checked when the field was created. In that case, these attributes will always come in higher priority regardless of the values specified in the setting’s Read-Only Attributes and Required Attributes. When the Setting record is found, fields from the Fields to display field of this record will be displayed on the right side of the order cart layout. The attributes specified in the Required Attributes and Read-Only Attribute will define whether the displayed field will be mandatory to be filled before finalizing the order or have a read-only status. See also: Workshop 1.0: Creating Basic Order","title":"Online Order","component":"ctorders","version":"","name":"online-order","url":"/ctorders/admin-guide/managing-ct-orders/order-management/online-order.html","titles":[{"text":"Prerequisites","hash":"h2_1519086166","id":1},{"text":"Online Order Page","hash":"h2_734239727","id":2},{"text":"Managing Products in Cart","hash":"h2_735642631","id":3},{"text":"Order Cart","hash":"h2_915453080","id":4},{"text":"Order Cart Layout","hash":"h3_412069062","id":5},{"text":"Editable Fields","hash":"h3_1143528965","id":6}]},"978":{"id":978,"text":"The Price Tag functionality provides the user with detailed information about the price, applied and available discounts, and their limits for each product. Price tags are available for online and offline orders. Set up the Settings record with the Layout Setting record type for the Order Line Item object to activate price tags in the order cart. Click the Price Tag icon next to the product in the order cart to display information in the pop-up. Default price tag logic is not applied to freebies. Use Price Tag SDK to display additional information for each product added to the cart, including available freebies for the reached discount per product. Click on the Price Tag icon to review the info: Price tags display one or more applied conditions on the discount scale with the current product quantity and the reached level of discounts. Several conditions are displayed when Apply Condition Type is AllNoZero on the appropriate Calculation Type record. All levels with the required product quantity are presented on the scale. The discount scale is available for conditions with the Level Record value in the Discount Rate Location field. If there are more than one delivery in the order, and a discount is defined for a delivery, they will be displayed in price tag the following way: This Price Tag display is triggered if the following conditions are met: In Calculation Type object, the Level Based On field is set to Delivery Line Item. In Condition object, the Discount Rate Location field is set to Level Record. There are more than one delivery created for the order. Calculation Types with Field Search Based On set to Delivery Line Item will be ignored and excluded from the Price Tag logic. Price tags display only the calculated value, but there is no information about whether it is a discount or a tax. If the same calculation type is specified more than once in the pricing procedure, it only appears once in the price tag. The Price tag icon may be displayed in different ways. Price Tag Icon Description – The icon is absent for freebies. The Price Tag icon will be displayed only on the bundle header or its components, depending on the value in the Set Quantity On field on the Product record. An empty icon is displayed if there is at least one condition with discount levels for the Order Line Item record, but the discount level has not been reached. A half-empty icon is displayed if there is a condition with discount levels and one of the intermediate discount levels has been applied. A filled icon is displayed in one of the following cases: No matching conditions for the Order Line Item record. The discount on matching conditions is calculated on the Condition records. The Order Line Item record has reached the highest level on a matching condition with discount levels. The checkmark icon is displayed when several Delivery Line Items are tied to one Order Line Item and different levels were applied in the conditions. See also: Workshop 5.3: Displaying Price Tags Workshop 5.4: SDK Configuring a Custom Price Tag","title":"Price Tag","component":"ctorders","version":"","name":"price-tag","url":"/ctorders/admin-guide/managing-ct-orders/order-management/price-tag.html","titles":[]},"979":{"id":979,"text":"Table of Contents Enabling Permissions Enabling Smart Order Assistant Adding CT Agent Component to an Object’s Details Page Using Smart Order Assistant in Salesforce Using Smart Assistant in CT Mobile This feature is available starting from CT Orders 25 R1 package version and requires a subscription. Smart Order Assistant is an AI-powered tool designed to automate routine tasks with your CT Order workflow. Once enabled, it allows you to perform the following actions: Create orders from a photo or screenshot Clone orders Use voice commands Apply smart order templates Assign the following permission sets for your user profile: Access Smart Order Assistant Manage Smart Order Assistant Assign the Allow Access To Smart Order Assistant custom permission for your user profile to enable Smart Assistant for the CT Mobile app. Applies to CT Mobile iOS version starting from 3.0. Go to CT Orders Control Panel and open the CT Agent tab. Click the Activate CT Agent button. In the pop-up window, enter your License/Org Access Key and click Activate. The CT Orders Agent status will be set to Active. To use Smart Order Assistant in Salesforce, add its component to the Details page of the desired object. The following example uses the Account object: Open any Account object record and switch to the Details tab. In the upper-right corner, click the icon and select Edit Page. In the opened Lightning App Builder, click the Details tab. In the Search field, type CT Agent, then drag and drop the component onto the Details page (e.g., at the bottom). Click Save in the upper-right corner. Open any Account object record and verify that the icon appeared in the lower-right corner and is clickable. To start using the Smart Order Assistant, click the icon on a record of an object, for which the CT Agent component has been added. You can start chatting with Smart Order Assistant right away, or: You can choose from three quick actions: Repeat last order Create order from a file Show what agent can do To configure the sales organization and order type for the current chat, click the icon in the Order Configuration section. Click to add a file (image or PDF). Click to start voice input. Click to: Open Settings Clear chat history Show guide End chat To start using the Smart Order Assistant, click the icon on a record of an Account, Activity, Contact or Order objects. You can start chatting with Smart Assistant right away, or: You can choose from three quick actions: Repeat last order Create order from a file Show what agent can do To configure the sales organization and order type for the current chat, click the icon in the Order Configuration section. Click to add a file (image or PDF). Click to start voice input.","title":"Smart Order Assistant","component":"ctorders","version":"","name":"smart-order-assistant","url":"/ctorders/admin-guide/managing-ct-orders/order-management/smart-order-assistant.html","titles":[{"text":"Enabling Permissions","hash":"enabling-permissions","id":1},{"text":"Enabling Smart Order Assistant","hash":"enabling-smart-order-assistant","id":2},{"text":"Adding CT Agent Component to an Object’s Details Page","hash":"adding-ct-agent-component","id":3},{"text":"Using Smart Order Assistant in Salesforce","hash":"using-smart-assistant-salesforce","id":4},{"text":"Using Smart Assistant in CT Mobile","hash":"using-smart-assistant-ctmobile","id":5}]},"980":{"id":980,"text":"Table of Contents Workflow Overview Managing Products Quantity Multiplying Product Component Quantity Managing Product List Prices Process Path Administrators set up products that are assembled into Catalogs and Promotions, and sales representatives used them for creating orders. You can use the standard Salesforce Product object as your products, or set up CT Orders integration with the CT CPG or CT Pharma target package to enrich your product management process. First, define a Product object to use in the system. Determine an SKU property of the Product object by creating a Settings record with the Object Settings record type. This attribute signifies that a product is the smallest stock unit for sale that can be used to comprise higher-level items (product bundles) and compile orders. Specify Units in Package—a ratio that defines the quantity of product to add in the order by one tap. Set up bundles and a ratio for multiplying a component quantity in the bundle if needed. The Product Component object is required for this feature and available in case of integration with CT CPG or CT Pharma package. Set up CT Price Books and List Prices for each product—CT Price Book Line Item. The list of products is managed in the Product Management section on the Catalogs and Promotions tabs. Here you can add products and build a catalog hierarchy with products and bundles: Created catalogs and promotions are then used by sales representatives for filling in the order cart: To manage quantity per delivery for each paid product, add Min Quantity Per Delivery, Max Quantity Per Delivery, and Multiplier fields to the Product and Price Book Line Item page layouts. Min/max values specified on a Price Book Line Item object are prioritized over a Product object record. If the values are set, when you add a product to the order cart, the minimum quantity value will be displayed automatically. If you enter a value outside the specified range, the system will automatically round the number to the value either Max Quantity Per Delivery or Min Quantity Per Delivery field. The same rules are applied for products in bundles in the case when the Set Quantity Level field is set to Product Component. For more information, refer to Managing Bundles. The Multiplier field is added to the Product Component layout to specify a ratio for multiplying a component quantity in the bundle when a bundle is added to the order cart. For example: Input Data Operation Result Set Quantity Level = Header A bundle has: Product A with Multiplier = 3 Product B with Multiplier = 2 Add 2 bundles to the order cart. Bundle = 2 Product A with Multiplier = 6 Product B with Multiplier = 4 Each Product record must be assigned to a CT Price Book and get a List Price. A single product can be available in several CT Price Books and has different list prices. A CT Price Book can be assigned to the specific Sales Organization or Order Type. On the CT Price Book tab, add new CT Price Book List Items for products that you are going to add to your catalogs or promotions. Products without List Prices are not displayed in the list on the Catalog Product Management tab and cannot be added to the order cart. You need to create CT Price Book Line Items with List Price for the bundle header, even if the price is calculated on bundle components. Otherwise, a bundle will not be added to the order cart. Set up the compact layout for the Product object. The title is the value of the first field in a compact layout, and the subtitle is the value of the second field in a compact layout. Map objects in OM Settings: Select the Product object in a system. Select the Product Component object in a system. Specify a field to be used as an SKU-defining attribute of a product record. Create lookup fields for Product. Prior to configuring products hierarchy and other product settings, you need to link the Product child records with a number of CT Orders objects by creating a lookup field for each of the following objects: Catalog Line Item Promo Line Item Order Line Item Freebie Line Item Price Book Line Item Delivery Line Item Create and configure bundles. Configure product quantity per delivery using the Max Product Per Delivery and Min Product Per Delivery fields for Product and CT Price Book Line Item records. Create and assign a Price Book. Set up product list price for CT Price Book Line Items. See also: Managing Bundles How to Add a Product How to Create and Assign a Price Book Product Data Model","title":"Product Management","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/managing-ct-orders/product-management/index.html","titles":[{"text":"Workflow Overview","hash":"h2_1157195842","id":1},{"text":"Managing Products Quantity","hash":"h2_1138962735","id":2},{"text":"Multiplying Product Component Quantity","hash":"h3_1789771621","id":3},{"text":"Managing Product List Prices","hash":"h2_718618717","id":4},{"text":"Process Path","hash":"h2_1374863314","id":5}]},"981":{"id":981,"text":"The Bundle is a record of the Product object that has child products—related records of the Product Components object. For example, it can be a set of yogurts. To work with bundles, a user must have access to the Product Component object (in CT CPG or CT Pharma) on Catalog Line Item and Promotion Line Item. Since CT Orders 24R1, administrator must manually create the Product Component lookup field to the Product Component object (in CT CPG or CT Pharma) on Catalog Line Item and/or Promotion Line Item to work with bundles. To create a bundle: Open the Product record that you want to assign as a parent product of a bundle. Select the Bundle checkbox. Open the Product Component tab and create new records for products that you want to add to the new bundle: The bundle is created. A bundle can have up to 3 child bundles. Expand bundles to see all child bundles and products nested in them. The Bundle icon is displayed next to a product name. Click on the Bundle icon to open a pop-up with details about the bundle components. A bundle can be added to another bundle. The bundle price and quantity are calculated based on the values in the Set Quantity On and Calculate Price On fields on the Product record. The Multiplier field on the Product Component records affects product quantity in the order cart. Set Quantity On Calculate Price On Multiplier The Price Tag Icon The Display in the Order Cart Calculation Process Can Be Added As Freebie Header Header When toggling the quantity on a parent product, component products' quantities will change proportionally to the value in the Multiplier field of the Product Component records. The Price Tag icon is displayed next to the parent product. The bundle will be minimized. The bundle price will be obtained by multiplying the List Price by the Quantity of the parent product. The minimum and maximum quantities on bundle components are Read-Only. Yes Header Components When toggling the quantity on a parent product, component products' quantities will change proportionally to the value in the Multiplier field of the Product Component records. The Price Tag icon is displayed next to the parent product. The bundle will be minimized. The bundle price will be calculated per component by multiplying the List Price by the Quantity of the product component. The minimum and maximum quantities on bundle components are Editable. Yes Components Components This bundle type is not currently supported. The following validations take place: If the Calculate Price On field has the Header value, then the validation is applied only for a parent product. If the Calculate Price On field has the Components value, then the validation is applied to each bundle component. If it does not meet validation criteria, then the whole bundle cannot be added to the order cart. The alert with the product that failed validation will be displayed. If the Set Quantity On field has the Header value, then the sales rep is allowed to remove the whole bundle, but bundle components cannot be removed from the order cart. If the Set Quantity On field has the Components value, then the sales rep is allowed to remove the whole bundle or its components.","title":"Managing Bundles","component":"ctorders","version":"","name":"managing-bundles","url":"/ctorders/admin-guide/managing-ct-orders/product-management/managing-bundles.html","titles":[{"text":"Creating Bundles","hash":"h2_1919554340","id":1},{"text":"Bundle Calculation Rules","hash":"h2_1169899360","id":2},{"text":"Bundle Validation","hash":"h2_1846399569","id":3}]},"982":{"id":982,"text":"Use flexible product validation rules in the order to launch and promote new products, allocate products for specific dates and stores, sell limited edition products, recall discontinued products, and more. Limit Rules Product Availability Quotas","title":"Product Validation in Order","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/managing-ct-orders/product-validation-in-order/index.html","titles":[]},"983":{"id":983,"text":"The Sales Organization object represents the customer company. You can specify sales organization records per country and bricks, customer departments, or according to other criteria. If you use customer ERP + Salesforce CRM, you can inherit the client segmentation from ERP for Sales Organization. If you use only Salesforce CRM, the segmentation can be inherited from the CT CPG or CT Pharma package. Read the Sales Organization description and configuration: To configure the Sales Organization record: Check the target system segmentation options to specify Sales Organization for unique territories and specific distributors. A representative should have access to the target system objects, such as CT Product, CT Product Component, an Activity object, etc. It is necessary to check the representative and manager permissions to target system objects. Also, if additional custom objects will be created, for example, an Address object, permission for representatives and managers should be specified. Configure the main CT Orders settings, such as the object setting, layout settings, etc. A representative should have at least permission to read records and all fields of the Settings object. Users with the manager role can also have permission to edit records. Optionally, customize the Sales Organization Lightning page in the Lightning App Builder. The Lightning page should be available for representatives and managers. Create a Sales Organization. A representative should have permission to read records and all fields of the Sales Organization records. Users with the manager role can also have permission to edit records. Available options: create a Sales Organization for Salesforce CRM; relate a Sales Organization with a record in the customer ERP system. Assign users for Sales Organizations. Users should have the same permissions as listed in the steps above. Assign at least one Catalog for a Sales Organization. The Catalog record should include CT Product records, be assigned to at least one Account record that relates to selected CT Products, and be active as well as Catalog Line Items records should be active too. The representative should have permission to read records of the Catalog and Catalog Line Item, CT Price Book, and CT Price Book Line Item, as well as access to the Lightning pages for these objects. Assign at least one Price Book for a Sales Organization. Optionally, specify Promotions and pricing procedures. The Sales Org is configured. The sales rep can create an order. See also: Sales Organization Tab How to Create a Sales Organization How to Create a Sales Organization User How to Create an Account How to Define an Order Type How to Configure Totals Panel Setting Settings and Sales Organization Data Model Workshop 1.0: Creating Basic Order","title":"Sales Organization Management","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/managing-ct-orders/sales-organization-management/index.html","titles":[]},"984":{"id":984,"text":"The Sales Organization tab is the Lightning page which you can customize for convenient use. On this tab, all related order info is displayed in one place. You can track orders, products, prices, and discounts. For example: Per each Sales Organization: The main CT Orders settings are divided into corresponding record types for the selected Sales Organization. Object Settings is intended to configure the mapping of CPG / Pharma package objects. Address Setting is intended to store the address field location and SOQL filter to search for delivery addresses for an account. Order Mapping is intended to configure field mapping for orders. Order Line Item Mapping is intended to store order parameters given the price books and discounts. Delivery Line Item Mapping is intended to store the number of products per order delivery. Layout Settings is intended to store configurations of Catalog, Promotions, and Order layouts for Salesforce and the CT Mobile app. Total Panel Settings is intended to store the parameters of the summarized price display according to conditions on the order layout. Limit Settings is intended to store delivery limit setups for an order. Split Settings is intended to store setups, which are used to split the order into suborders for further integration with the customer ERP system. Available since CT Orders 2.0. Assigned users can create orders for the Sales Organization. At least one assigned Catalog to create an order. Catalogs can have a hierarchy and be assigned per Accounts. At least one assigned price book in which prices per CT Product in the catalog are listed. Optionally, an assigned Promotion that defines the availability of discounts and freebies. Specify the structural discounts and promotion conditions, such as priority, multiplication or addition, and exceptions, based on the CT products and the CT product quantity in the order basket. Pricing procedures define discount prices, promotions, and contracted conditions. Pricing procedures relate to an order type and Sales Organization. The Order creation section. See also: How to Create a Sales Organization How to Create a Sales Organization User How to Create an Account How to Define an Order Type How to Configure Totals Panel Setting Settings and Sales Organization Data Model Workshop 1.0: Creating Basic Order","title":"Sales Organization Tab","component":"ctorders","version":"","name":"sales-organization-tab","url":"/ctorders/admin-guide/managing-ct-orders/sales-organization-management/sales-organization-tab.html","titles":[]},"985":{"id":985,"text":"Available for Salesforce users only. With the help of SDK, implement the custom price tags instead of the default ones available out of the box. Custom price tags allow you: To supplement the currently used price tags. To implement the current calculation logic but altering the displayed results. To completely rewrite the price tags to display any kind of information embedded in an HTML format. To set up a new custom info icon, create an OM Settings record with the SDK Setting record type. For more information, refer to SDK Setting Field Reference. Here is an example for the case requiring to display the list of freebies that can be given based on the quantity of the paid product: See also: Workshop 5.4: SDK Configuring a Custom Price Tag","title":"Custom Price Tag","component":"ctorders","version":"","name":"custom-price-tag","url":"/ctorders/admin-guide/managing-ct-orders/sdk/custom-price-tag.html","titles":[]},"986":{"id":986,"text":"Available for Salesforce users only. Since CT Orders 2.0, the Software Development Kit (SDK) is introduced to provide special tools enriching the functionality of currently implemented functions of the package. SDK allows you: To specify custom price tags, expanding the functionality of the regular one with the ability to use altered calculations logic or to display custom information using the HTML format. To add Info icons to the order layout elements, displaying the embedded HTML or a completely new web page. To update specific fields on the order and delivery layouts with new values used for further discount and freebies calculations. See also: Custom Price Tag Info Icon Updating Values in the Order and Delivery Fields Workshop 5.4: SDK Configuring a Custom Price Tag Workshop 5.5: SDK Updating Values in the Order and Delivery Fields Workshop 5.6: SDK Displaying Info Icon","title":"SDK","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/managing-ct-orders/sdk/index.html","titles":[]},"987":{"id":987,"text":"Available for Salesforce users only. Use SDK to add a dedicated icon with additional information to the order layout to display with the embedded HTML or open a new window with its own URL. Though the information displayed in the info icon can contain any kind of interactive data, it cannot be used in calculation processes. To set up a new custom info icon, create an OM Settings record with the SDK Setting record type. For more information, refer to SDK Setting Field Reference. The SDK Type field determines the display position of the icon and the display of a different HTML, while the Icon field is a specified icon that can be picked from the Utility Icons set of the Salesforce Lightning Design System. Specify one of the following in the SDK Type field to display icon in the desired place on the order layout: If there are no records, for example, a catalog without products, the Info icon will be displayed next to it anyway. SDK Type Description Object Displayed Format getPromotionLineItemInfoIcon Displays the icon with the product information next to the promotion product that hasn’t been added to the order cart. Promotion Line Item HTML URL getPromotionInfoIcon Displays the icon with the information for the promotion. Promotion getOrderLineItemInfoIcon Displays the icon with the product information next to each product already added to the order cart. Order Line Item Delivery Line Item Order Delivery Calculation Discount getOrderInfoIcon Displays the icon with information for the Order. Order getCatalogLineItemInfoIcon Displays the icon with the product information next to the product in the catalog that hasn’t been added to the order cart. Catalog Line Item getCatalogInfoIcon Displays the icon with information for the catalogs and sub-catalogs. Catalog For example, the info icon from the Utility Icon set on the order layout: See also: Workshop 5.6: SDK Displaying Info Icon","title":"Info Icon","component":"ctorders","version":"","name":"info-icon","url":"/ctorders/admin-guide/managing-ct-orders/sdk/info-icon.html","titles":[]},"988":{"id":988,"text":"Available for Salesforce users only. SDK allows you to insert values into custom fields when adding a product to an order. The predefined list of fields on the following objects can be updated. Order Order Line Item Delivery Delivery Line Item The following fields are filled automatically at the moment when a product is being added to the order and will be skipped when processed: Order Line Item Delivery Line Item Order Delivery $.quantity $.listPrice orders__CatalogId__c orders__CatalogLineItemId__c orders__FreebieConditionId__c orders__FreebieLevelId__c orders__FreebieTypeId__c orders__OrderId__c orders__ParentId__c orders__PriceBookId__c orders__PriceBookLineItemId__c orders__ProductComponentId__c orders__PromotionId__c orders__PromotionLineItemId__c Lookup(Product) $.listPrice orders__DeliveryId__c orders__OrderLineItemId__c Lookup(Product ) orders__AccountId__c orders__PriceBookId__c orders__PricingProcedureId__c orders__SalesOrganizationId__c orders__OrderType__c orders__Stage__c Lookup(RetailStore) orders__OrderId__c Lookup(Address) Fields in the orders__SplitFields__c Fields related to the Pricing Procedure field on the Pricing Procedure and a lookup from the Order object cannot be filled since they will be rewritten by the implemented logic. For Pricing Procedure v.1, do not use the orders__UnitPrice__c, orders__TotalPrice__c, and orders__TotalDiscount__с fields. For Pricing Procedure v. 2, do not use fields specified for the resultPrice and object keys. To set up updating custom fields in objects when adding a product to an order to further calculate discounts and freebies, create an OM Settings record with the SDK Setting record type. For more information, refer to SDK Setting Field Reference. When writing code for this logic, follow the version format according to the Version field of the OM Settings record. Otherwise, a warning will be shown that the calculator will be disabled and the total price will be calculated based on List Price values. See also: Workshop 5.5: SDK Updating Values in the Order and Delivery Fields","title":"Updating Values in the Order and Delivery Fields","component":"ctorders","version":"","name":"updating-values-in-the-order-and-delivery-fields","url":"/ctorders/admin-guide/managing-ct-orders/sdk/updating-values-in-the-order-and-delivery-fields.html","titles":[]},"989":{"id":989,"text":"Table of Contents Overview Object Model General Integration Scheme Integrated User Permissions Working with Web Service Authorization Sync Types Sync Transactions Calculate Discounts Web service is a new way to calculate discounts, which allows you to execute calculations from different channels in one place. The web service supports all discount calculations as well as the new ones available in CT Orders since version 3.0: Links. Applying several conditions in one Calculation Type: Advanced Criteria 2.0, Apply Condition Types. Freebie management: Freebie Values and Level Formula. To find out more about the available functionalities per release for Salesforce and CT Mobile, refer to Features Overview. Objects on the scheme are responsible for calculating discounts and freebies, and the master data of these objects will be transferred to the server. For more information, refer to Data to Send to Web Service. The process of calculating prices and discounts consists of the following steps: Load the settings for initializing discounts and freebies. Request with master data to the CT Orders app. Request the discount or freebies information from the Web Service cache. Return information from the Web Service cache. If the Forced checkbox is activated, the step will be skipped. Request discounts or freebies information from the Web Service database. Save the information about the discount or freebies to the Web Service cache. Send discounts or freebies to the Order cart. Save the information in the client’s database in Salesforce or CT Mobile app. The integration user must have permission to carry out discount calculations using the Web Service. For more information, refer to Integration User Permissions. A secure two-way authorization is required to transfer data between Web Service and Salesforce. When the administrator is authorized on the Settings Panel: Connect tab, two Auth Data records will be automatically created and filled out. One record stores a token for a user who has administrator permissions, and another one stores a token for an ordinary user. For more information, refer to Authorization (7.0). The generated token in each Auth Data record is encrypted with the Key from the Auth Secret custom setting. When Salesforce sends a request to the Web Service to calculate discounts, each token will be decrypted with the same key. The Auth Data records cannot be manually deleted to avoid accidental deletion by the user. Two-way authorization allows the Web Service to use Apex classes and SOQL queries on the Salesforce side: The SDK step of the pricing procedure uses the CalculatorServiceRest Apex class. Freebie calculation with the Criteria Based adding method of Freebie Condition uses the SOQL query to retrieve the list of products. After authorization, administrators should set up the sync process to keep master data up-to-date on the Web Service. Parameters of the selected sync process will be stored in the Settings record of the Web Service Setting record type. On the Settings: Settings tab, select the sync mode and click Save. The button will be active only when some settings were changed. For more information, refer to Connecting to Web Service and Price Calculation (7.0). Real-Time Type of Synchronization is used to send data changes in real-time by triggers. Triggers monitor the creation, modification, and deletion of master data records and will be fired only when fields of master data objects are changed in order to send changes to the Web Service database. The information about transferred master data records is stored in the Sync Transaction records. When discounts are not applied, the total price is calculated based on List Price fields and may be performed only by the Calculate Discounts button. Batch in Schedule Type of Synchronization is used to send master data changes by batch on a schedule. Run the batch with a certain frequency (the maximum frequency is every hour every day) or specify when to run the batch on specific days. It is possible to add the CalculatorServiceReplicator.runCalculatorServiceDeltaReplication(); method in your custom code to run the batch out of schedule. Enable Web Service for CT Mobile is used to calculate discounts in CT Mobile using Web Service. By default, we recommend using Web Service for online orders in Salesforce. If you use new functionalities for discount calculations, for example, Links in offline orders, it is required to activate Web Service for CT Mobile. Run Batch. Click the button to send master data changes by batch. Run Historical Batch. Click the button to send all master data. This can take quite a long time and therefore, with this type it is worth loading only historical data at the start of the project. The Sync Transaction records are created when an administrator changes master data. Each record stores information about an object and the identifier of this object record with the modified master data. Next, the modified master data is sent to the Web Service according to the selected sync process. When the master data is sent successfully, the Sync Transaction record is deleted. If an error occurs while sending the master data, it will be recorded in the corresponding Sync Transaction record. After fixing the errors, the master data will be sent according to the selected sync process, or you can run a batch out of schedule. Discount calculation using Web Service is performed in the same way as described in Calculate Discounts. See also: Workshop 7.0: Calculating Discounts with Web Service","title":"Web Service","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/managing-ct-orders/web-service/index.html","titles":[{"text":"Overview","hash":"h2_773755849","id":1},{"text":"Object Model","hash":"h2_547005288","id":2},{"text":"General Integration Scheme","hash":"h2_1051132047","id":3},{"text":"Integrated User Permissions","hash":"h2_1477820419","id":4},{"text":"Working with Web Service","hash":"h2_389205030","id":5},{"text":"Authorization","hash":"h3_1981203353","id":6},{"text":"Sync Types","hash":"h3_364386004","id":7},{"text":"Sync Transactions","hash":"h3_1022170594","id":8},{"text":"Calculate Discounts","hash":"h3_795817566","id":9}]},"990":{"id":990,"text":"Set up limits for each order type that you configured for the default Sales Organization: Go to Settings and click New. In the New OM Setting window select Limit Setting. Configure limits: In the Sales Organization field, select Default. In the Order Type picklist, select Order. Specify the number of days till the first and last delivery in order. Specify the maximum number of deliveries per order. Click Save. The limits are configured.","title":"Adding Delivery Restrictions to an Order (1.0)","component":"ctorders","version":"","name":"adding-delivery-restrictions-to-an-order-1-0","url":"/ctorders/admin-guide/workshops/workshop-1-0-creating-basic-order/adding-delivery-restrictions-to-an-order-1-0.html","titles":[]},"991":{"id":991,"text":"For the specific Account, add permission to create orders for an account: Add the Order Allowed checkbox on the assigned page layout for the Account record. Go to the Accounts tab and click the METRO account. On the Details tab, click a pencil and select the Order Allowed checkbox: Click Save. The METRO account is set up. Now, you can create an order directly from the account record by tapping the icon:","title":"Configuring an Account (1.0)","component":"ctorders","version":"","name":"configuring-an-account-1-0","url":"/ctorders/admin-guide/workshops/workshop-1-0-creating-basic-order/configuring-an-account-1-0.html","titles":[]},"992":{"id":992,"text":"The Totals Panel default displays the Total Price and Total Discount fields. You can adjust the panel using the dedicated setting record type: Create a custom field on the CT Order object you want to add to the Totals Panel. For example, let’s create a formula field that will show the total price excluding the discounted amount: Go to Settings and click New. In the New Settings window, select Totals Panel Setting. Configure the setting as follows: Leave the Sales Organization field empty, if you want to apply the setting across all Sales Organizations. Set orders__Order__c as the Object. Specify Fields To Display: orders__TotalPrice__c,orders__TotalDiscount__c,Full_Price__c. You need to specify default fields here too if you want to use them as this setting overrides the default layout setting for the panel. The maximum number of displaying fields is 4. Specify Labels for each field in the order corresponding to order in the Fields To Display list: Price,Discount,Full Price. Click Save. The Totals Panel is configured.","title":"Configuring Totals Panel Setting (1.0)","component":"ctorders","version":"","name":"configuring-totals-panel-setting-1-0","url":"/ctorders/admin-guide/workshops/workshop-1-0-creating-basic-order/configuring-totals-panel-setting-1-0.html","titles":[]},"993":{"id":993,"text":"To create a new sales organization that supports the Account object: Go to the Sales Organizations tab and click New. Specify the following: Sales Organization: enter the organization’s name. For example, Default Sales Org. (Optional) External Id: fill out in case of the inheritance of segmentation from the customer ERP. Sales Point: select Account. Use the Retail Store option to work with the standard object from the CG Cloud managed package. If needed, select the Turn Off Closed Orders Duplication checkbox. Click Save. The sales organization is created.","title":"Creating a Sales Organization (1.0)","component":"ctorders","version":"","name":"creating-a-sales-organization-1-0","url":"/ctorders/admin-guide/workshops/workshop-1-0-creating-basic-order/creating-a-sales-organization-1-0.html","titles":[]},"994":{"id":994,"text":"To create a new sales organization user: Go to Sales Organizations and select the appropriate Sales Organization. Click New in the Users section. The New Sales Organization User window is open. In case there is no Users section, add it to the Sales Organization page in the Lightning App Builder. Assign users to your organization: The Sales Organization field is filled out with the selected Sales Organization. In the User field, select the user of the current Salesforce instance. At least one user should be assigned per each existing Sales Organization. Select the Primary checkbox to set the user as a default user for the selected Sales Organization. If the Primary checkbox is not selected, the user record will not be loaded on the device during the synchronization with CT Mobile Click Save. The user is assigned to the selected Sales Organization. Repeat the process if several users should have the ability to create orders for the selected Sales Organization.","title":"Creating a Sales Organization User (1.0)","component":"ctorders","version":"","name":"creating-a-sales-organization-user-1-0","url":"/ctorders/admin-guide/workshops/workshop-1-0-creating-basic-order/creating-a-sales-organization-user-1-0.html","titles":[]},"995":{"id":995,"text":"By default, the CT Orders package contains three preset order types: Order PreSale Return Let’s assume you need to create an additional order type. Go to Setup → Objects and Fields → Picklist Value Sets. Click Order Type. In the Values section, click New. Enter the new order type name in the window, select Add the new picklist values to all Record Types that use this Global Value Set and click Save. The new value is added.","title":"Defining an Order Type (1.0)","component":"ctorders","version":"","name":"defining-an-order-type-1-0","url":"/ctorders/admin-guide/workshops/workshop-1-0-creating-basic-order/defining-an-order-type-1-0.html","titles":[]},"996":{"id":996,"text":"Welcome to your first CT Orders Workshop! To create a basic online order before implementing calculation methods required for discounting, you need to perform an initial Sales Organization setup and configure several basic settings. Follow the steps in the articles of this workshop: Workshop 1.0 Objectives Creating a Sales Organization (1.0) Creating a Sales Organization User (1.0) Configuring an Address Setting (1.0) Defining an Order Type (1.0) Adding Delivery Restrictions to an Order (1.0) Configuring Totals Panel Setting (1.0) Configuring Layout Settings (1.0) Creating and Assigning a CT Price Book (1.0) Creating and Assigning Catalogs (1.0) Configuring an Account (1.0) Workshop 1.0 Checkpoint","title":"Workshop 1.0: Creating Basic Order","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/workshops/workshop-1-0-creating-basic-order/index.html","titles":[]},"997":{"id":997,"text":"Create a Sales Organization with specific account and order details: This is sample data. You can replace specified records of Sales Organization,Account, and Catalogs with the desired ones. Order Type: Order Sales Organization: Default Account: METRO Delivery Address: two different addresses Parent Catalog: Dairy Products Sub-catalogs: Sour Cream, Milk CT Price Book: Main PB '20 Create the first CT Order with 2 deliveries in 5 days from the current date: Milk (2 PLI)* 30 psc each to Address A Sour Cream (2 PLI)* 50 psc each to Address B","title":"Workshop 1.0 Objectives","component":"ctorders","version":"","name":"workshop-1-0-objectives","url":"/ctorders/admin-guide/workshops/workshop-1-0-creating-basic-order/workshop-1-0-objectives.html","titles":[]},"998":{"id":998,"text":"In these workshops, you will learn how to set up and configure various calculation types for different purposes and conditions: Workshop 2.1: Configuring a Client’s Based Discount Workshop 2.2: Configuring a New Promotion Workshop 2.3: Setting Up a Manual Discount Workshop 2.4: Setting Up a Total Discount (%) per Delivery Workshop 2.5: Setting Up a Total Discount (%) per Order Workshop 2.6: Setting Up a Total Fee (%) per Delivery Workshop 2.7: Setting Up a Total Fee (%) per Order","title":"Workshop 2.0: Setting Up Discounts","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/index.html","titles":[]},"999":{"id":999,"text":"These workshops give you an idea of how to set up and configure distributing freebies for catalog and promotion products in your order cart. You will learn how to create Freebie Types for different purposes and what parts of the process are automized for your convenience. Follow the steps in the articles below: Workshop 3.1: Configuring Prioritized Freebie Type Workshop 3.2: Configuring Selective Freebie Type Workshop 3.0 Checkpoint Prerequisites: To be able to use Freebies, create a lookup to CT Product from the Freebie Line Item object. All products that could be granted as freebies should have Price Book Line Item records. Create the Freebie Line Item Layout Setting to display freebie products correctly in the Freebie Management Tab.","title":"Workshop 3.0: Working with Freebies","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/workshops/workshop-3-0-working-with-freebies/index.html","titles":[]},"1000":{"id":1000,"text":"Table of Contents Create a Basic Order Apply the Prioritized Freebie Type Apply the Selective Freebie type Apply Both Freebie Types To make sure you have correctly configured the freebies distribution, let’s create an order with the appropriate conditions. When all settings are done, let’s create a new order to apply the configured discounts: Go to the CT Orders tab and click New. Specify the following: Order Type: Order. Select Account. The Order Allowed checkbox must be selected on the Account details page. Price Book: select a price book that you have created earlier. Sales Organization: Default Sales Org. Pricing Procedure: select one of the created pricing procedures, for example, Total Discount (%) per Order. Order Stage: On-Hold. Click Save. The new CT Order is created. On the created CT Order page, click the Edit Cart button. To apply conditions from the prioritized Freebie Type record: On the left side, expand one or more catalogs, select catalog(s), sub catalog(s), or product(s), and click Add to add them to the order cart. Create the first delivery in the Delivery window and click OK. Click the Add Delivery button and add two more deliveries in turn. Set the quantity for products: The first condition: Certain Brand 48 + 8 The second condition: All Brands 12 + 1 If you add 48 products of a certain brand, then the first condition will be applied over the second condition. If you add 10, 12, or up to 48 products to the order cart, then the second condition will be applied. This condition will be triggered for every product in the cart in quantities of 10 to 48 because the condition states that wemare giving the same product as a freebie. Click the Get Freebie button to open a Freebie window. Wait a minute while the system calculates the distributed freebies. If you click the Save button and then change the number of products in the order cart, when you open the Freebie window again, it will be redrawn according to the changes you made. If only one combination of the number of freebies per product fits the changed conditions, the number of freebies will be automatically filled in, and all cells, including empty ones, will be blocked. If several freebies fit the new conditions, you should manually allocate the number of freebies. If the Delivery Control option is set, the cells of unavailable deliveries to distribute freebies will be blocked. Click the icon to review the min and max possible quantity of freebies. The info on a header displays the overall quantity of freebies allowed by the condition, while the info for a particular product displays the possible min/max quantity of this product for the order. The first condition: Certain Brand 48 + 8 The second condition: All Brands 12 + 1 If the condition is met, distribute 8 freebies because there are the same minimum and the same maximum number of freebies for one order. If only one freebie matched the Criteria Based condition, the 8 number of the appropriate freebie will be automatically auto-populated. If several freebies matched the Criteria Based condition, you should manually share 8 freebies. You will see the warning that the required number has not yet been reached. If the condition is met, the number of freebies will be auto-populated, and all cells will be blocked. Click Save. The added freebies will be shown in the order cart. Scroll to view all added products and freebies. Click Save Draft. The order is created and freebies are distributed. To apply conditions from the selective Freebie Type record: On the left side, go to the Promotion tab, select a promotion(s) or promotion product(s), and click Add to add them to the order cart. Create the first delivery in the Delivery window and click OK. Click the Add Delivery button and add two more deliveries in turn. Set the quantity for added promotion products. According to the condition, you may either specify 40 and higher number of the same promotion product or different ones. If so, you can distribute freebies. Click the Get Freebie button to open a Freebie window. Wait a minute while the system calculates the distributed freebies. If the condition is met, you should manually distribute the desired number (4 to 8) of specified freebies–Freebie Line Items. You will see the warning that the required number has not yet been reached. Click the icon to review the min and max possible quantity of freebies. The info on a header displays the overall quantity of freebies allowed by the condition, while the info for a particular product displays the possible min/max quantity of this product for the order. Click Save. The added freebies will be shown in the order cart. Scroll to view all added promotion products and freebies. Click Save Draft. The order is created and freebies are distributed. In this workshop, If you add catalogs and promotions to your rider cart, then you can specify freebies both for catalogs (Structural Freebies) and promotions (Selective). In the final order cart, freebies will be shown separately for products from catalogs and for promotions going right after each section.","title":"Workshop 3.0 Checkpoint","component":"ctorders","version":"","name":"workshop-3-0-checkpoint","url":"/ctorders/admin-guide/workshops/workshop-3-0-working-with-freebies/workshop-3-0-checkpoint.html","titles":[{"text":"Create a Basic Order","hash":"h2_21164539","id":1},{"text":"Apply the Prioritized Freebie Type","hash":"h2_1381230772","id":2},{"text":"Apply the Selective Freebie type","hash":"h2_827836735","id":3},{"text":"Apply Both Freebie Types","hash":"h2_730080006","id":4}]},"1001":{"id":1001,"text":"To create layout setting for the Freebie Line Item: Go to Settings and click New. In the New Settings window, select Layout Setting. Configure the settings as follows: Object: orders__FreebieLineItem__c. Fields to Display: enter API name of lookup object to the Product object. For example, orders__ProdictId__c Click Save. The Freebie Line Item layout is set up.","title":"Freebie Line Item Layout Setting","component":"ctorders","version":"","name":"workshop-3-0-freebie-layout-settings","url":"/ctorders/admin-guide/workshops/workshop-3-0-working-with-freebies/workshop-3-0-freebie-layout-settings.html","titles":[]},"1002":{"id":1002,"text":"Table of Contents Add CT Orders to the CT Mobile app Display The Order button in the Actions menu Customize Mini Layout for Order Creation The CT Orders module is available offline since version 1.5 in the CT Mobile iOS 2.3 and higher or CT Mobile Windows 1.3 and higher. Add the CT Orders module in the CT Mobile app menu and follow the steps to display the Order button. To add the CT Order module to the app menu: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. General Settings will be applied to all the profiles without individual settings. Click the button to open the Add menu item tool. Select the Orders item. Click Add to close the Add menu item tool. Specify the order of the CT Orders module in the app menu by dragging the items in the list. You can add other objects of the CT Orders package in the CT Mobile app menu if they were added in the offline objects. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the All or Application Modules tab, select the CT Orders item. Specify the order of the CT Orders module in the app menu by moving the items in the list. Click Save. The CT Orders module is now available in the CT Mobile app. To create an order, the mobile user taps the Order button in the Actions combo-menu on the records of Accounts, Contacts, and Activity objects. To display the button: Since CT Mobile iOS 2.9, the Order button has its own place next to the Actions menu (see the image below). Specify the appropriate Product object on the CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: App Menu tab: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Follow the steps to customize the Salesforce organization. Specify the Activity object in the Object Settings record. Allow the order creation for the Account object. For the Contact and Activity records, the Order button will be displayed only if the Account record with allowed order creation is specified in the reference field of these records. For CT Mobile iOS users For CT Mobile iOS 2.9 users For CT Mobile Windows users The mini-layout is designed to allow the mobile user to quickly fill in the required data and check the pre-filled fields in a mini layout before opening the Order Cart screen. Before setup, we recommend getting familiar with the Layout Settings fields. These fields are displayed by default, cannot be removed from the layout, and will be filled if only one record fits the conditions, for example, if only one Sales Organization is available for the mobile user: Sales Organization Order Type Price Book Account If the mobile user changes Sales Organization or Order Type, the pre-filled fields, such as Price Book or Pricing Procedure (if added), are cleared. The mobile user can manually fill out fields with the available records. To customize the mini-layout and add additional fields, create a new Settings record with the Layout Setting record type: Go to Settings and click New. In the New Settings window, select Layout Setting. Configure the settings as follows: Enter Order in the Record Type field. In the case of more than one Order record type, it is possible to define the different mini layouts for each record type. By default, CT Order has no Record Types and a set of Order Types. If you create record types, they will be hierarchically higher than the order types, and the combination of record types and order types allows you to perform the desired business logic. Select a Sales Organization. Object: orders__Order__c. Fields to display: API names of fields to add to the layout (separated by a comma, without a blank space). If you want to make the additional field compulsory, enter True in the Required Attributes field. Click Save. Launch full synchronization. The setup is complete. So, when the mobile user taps the Order button, he selects the Order record type (if created), fills out the mini layout, and taps Create. Next, the Order Cart screen appears, where the mobile user adds products, specifies deliveries and manages freebies. The Create button is active when all data is validated. For CT Mobile iOS users For CT Mobile Windows users","title":"Adding CT Orders to the CT Mobile app (4.0)","component":"ctorders","version":"","name":"adding-ct-orders-to-the-ct-mobile-app-4-0","url":"/ctorders/admin-guide/workshops/workshop-4-0-working-with-offline-orders/adding-ct-orders-to-the-ct-mobile-app-4-0.html","titles":[{"text":"Add CT Orders to the CT Mobile app","hash":"h2_827845120","id":1},{"text":"Display The Order button in the Actions menu","hash":"h2_13449601","id":2},{"text":"Customize Mini Layout for Order Creation","hash":"h2_552129946","id":3}]},"1003":{"id":1003,"text":"Table of Contents Create a New Order Fill Out the Order Cart with Products Complete the Order Learn how to create a basic order in the CT Mobile app and which additional options are available for CT Mobile iOS and CT Mobile Windows users. To create an order in the CT Mobile app: Open the desired record of the Account, Contact, or Activity object. Tap the Actions menu and tap the Order button. Check and fill out the required details of the order: Verify Sales Organization, Order Type, Price Book, and the related Account record. Fill out additional fields if added. Tap Create when all fields are filled out and validated. The Order Cart screen is displayed. On the Order Cart screen, add products from the available catalogs and promotions. Tap on the Catalogs or Promotions tab to unfold the appropriate list of sub-catalogs, bundles, and products. Tap the arrow next to a product, bundle, sub catalog, catalog, or promo to add it to the cart. When you are adding the first item to the cart, you should create the first delivery. Tap the Address to select the corresponding address. Tap the Date to choose the delivery date. The created delivery is displayed at the top of the cart. To edit or delete created deliveries, tap on the delivery header to open it for editing. Add more products and bundles to the first delivery. Set up quantities per each product in the order for the first delivery. Swipe left the product to delete it from the cart. Tap on the New Delivery icon in the header to create a second delivery. Repeat steps 4–5 to complete the second delivery. Repeat steps 6–7 to complete the cart with the desired number of products divided by deliveries. The order cart is filled out. The total discount and total price are calculated and displayed at the bottom of the screen. Depending on the settings, there can be more options for the order, for example, a mobile user can add freebies to deliveries or recalculate the price using the SDK step. When all the products are added to the cart, freebies are distributed, and the deliveries are specified, tap the Complete button at the top of the screen to complete the order. The order cannot be edited on a mobile device after it’s been completed. The order will be sent to Salesforce for further actions that are required according to your business logic.","title":"Creating an Offline Order (4.0)","component":"ctorders","version":"","name":"creating-an-offline-order-4-0","url":"/ctorders/admin-guide/workshops/workshop-4-0-working-with-offline-orders/creating-an-offline-order-4-0.html","titles":[{"text":"Create a New Order","hash":"h2_1248287455","id":1},{"text":"Fill Out the Order Cart with Products","hash":"h2_40226662","id":2},{"text":"Complete the Order","hash":"h3_927360492","id":3}]},"1004":{"id":1004,"text":"Create orders using the CT Mobile app for iOS and Windows. Follow the articles in this section to learn how to activate and create offline orders: Adding CT Orders to the CT Mobile app (4.0) Creating an Offline Order (4.0)","title":"Workshop 4.0: Working with Offline Orders","component":"ctorders","version":"","name":"index","url":"/ctorders/admin-guide/workshops/workshop-4-0-working-with-offline-orders/index.html","titles":[]},"1005":{"id":1005,"text":"If you want to split delivery on the same date into several by selected criteria, create the Order Split setting for this purpose. As a criterion, use any field on Order Line Item or its parent objects that do not include in the external logic, such as formulas, roll-up summary, process builder, and Apex. To use custom fields for splitting a delivery, create them on the Delivery object, for example, Brand__c, Warehouse__c. In Workshop 5.1, we create the Split Setting record to split a single delivery in several based on the unique combination of product brand and family. To set up the split: Go to Setup → Object Manager → Delivery → Fields & Relationships and click New. Create two fields: The Family__c field with the Picklist type that is similar to the CTCPG__Family__c field and has the same values. The Brand__c field with the Picklist type that is similar to the CTCPG__Brand__c field and has the same values. Go to the OM Settings tab and click New. Select the Split Setting record type and click Next. Enter the following: Sales Organization: Default Sales Org. Price Book: Default Pricebook. Order Type: Order. Split Parameters Path: add the path to the CT Product fields that are used for splitting a delivery: orders__ProductId__r.CTCPG__Brand__c,orders__ProductId__r.CTCPG__Family__c. When managing bundles, make sure that the Split Parameter Path value is the same for both the bundle header and its components. Otherwise, the split settings might work incorrectly. Split Fields: add API names of the created custom fields on the Delivery object: Brand__c,Family__c. Click Save. The setup is complete. Now, when you create an order and add products with different combination of the brand and family, the system automatically splits a delivery according to the Split Setting record. Freebies distribution is based on the quantity of the appropriate product, so this product and its freebies will be added in the same delivery. If you configured the Delivery Summary window, you can view the created deliveries when clicking Finalize in the order cart. The empty values on Order Line Items are also considered during splitting. Or check deliveries on the corresponding CT Order record.","title":"Workshop 5.1: Setting up a Delivery Split","component":"ctorders","version":"","name":"5-1-setting-up-a-delivery-split","url":"/ctorders/admin-guide/workshops/workshop-5-0-implementing-additional-features/5-1-setting-up-a-delivery-split.html","titles":[]},"1006":{"id":1006,"text":"The Delivery Summary window may be used to review the delivery information and also to edit deliveries if permitted. To use custom fields in Delivery Summary, create them on the Delivery object, for example, Brand__c, Warehouse__c. Delivery Summary is available for both offline and online orders. In Workshop 5.2, we create a Layout Setting record to display the Delivery Summary with the delivery date, product brand, and product family. To set up Delivery Summary: Go to Setup → Object Manager → Delivery → Fields & Relationships and click New. Create two fields: The Family__c field with the Picklist type that is similar to the CTCPG__Family__c field and has the same values. The Brand__c field with the Picklist type that is similar to the CTCPG__Brand__c field and has the same values. Go to the Settings tab and click New. Select the Layout Setting record type and click Next. Enter the following: Sales Organization: Default Sales Org. Parent Object: orders__Order__c. Object: orders__Delivery__c. Fields to Display: enter API names of those fields that you want to view in the Delivery Summary window: orders__DeliveryDate__c,Brand__c,Family__c. Click Save. The setup is complete. Now, when you create an order, add products, and click Finalize in the order cart, the Delivery Summary window will be displayed. Review information and click Finalize. In the Delivery Summary window, you can edit some fields if in the Layout Settings you enter false in the Read-Only Attributes for these fields. For more information, refer to Delivery Management.","title":"Workshop 5.2: Setting up the Delivery Summary","component":"ctorders","version":"","name":"5-2-setting-up-the-delivery-summary","url":"/ctorders/admin-guide/workshops/workshop-5-0-implementing-additional-features/5-2-setting-up-the-delivery-summary.html","titles":[]},"1007":{"id":1007,"text":"The Price Tag option is a visual display of a currently applied product discount. To add the price tags to the layout: Go to Settings and open the existing layout for the Order Line Item object. In the Fields to Display field, add the PriceTag keyword to the list of API names of fields that exist on the Order Line Item object (separated by a comma, without a blank space). The Price Tag is always displayed after the last column in the order cart, despite the order of fields in the Fields to Display field. Click Save. The setup is complete. If set correctly, the price tags with the information about the available discounts will be displayed in the order cart next to each added product:","title":"Workshop 5.3: Displaying Price Tags","component":"ctorders","version":"","name":"5-3-displaying-price-tags","url":"/ctorders/admin-guide/workshops/workshop-5-0-implementing-additional-features/5-3-displaying-price-tags.html","titles":[]},"1008":{"id":1008,"text":"Custom prices tags unlike the regular ones allow displaying additional information on the order whether as any kind of calculated discounts or amount of freebies. To create a custom price tag: Create an HTML template that will replace the standard display of price tags. Click to view an example of the HTML template
Discounts Title
Discount Name
7%
Discount Name 2
10%
Create and add an Apex class to your Salesforce org to bring the created HTML layout over the standard price tag display. Go to Settings and click New. Select SDK Setting record type and click Next. Fill in the fields: The full description of the fields is available here. Fill in Order type and Sales Organization fields. The setting is searched by the information set in the fields and applied accordingly: First searched the setting with Order Type and Sales Organization filled in so that the setting will be applied to the records of mentioned order types and sales organizations. If not found with both fields, the next suitable setting is searched with only the Sales Organization filled so that the setting will be applied to all records going by the mentioned sales organization. Last searched the suitable setting with no specified fields. If nothing is found, the setting won’t be applied. SDK Type: getOrderLineItemPriceTag. Platform: select where to apply the setting. Currently, the setting will be not applied on mobile devices. Version: v1. Currently, only v1 is available, otherwise, the setting won’t be applied. Implementation: type in the name of the created Apex class in step 2. Parameters: leave empty. Click Save. Now, when the setting is complete, you should be able to see the custom layout on the order display.","title":"Workshop 5.4: SDK Configuring a Custom Price Tag","component":"ctorders","version":"","name":"5-4-sdk-configuring-a-custom-price-tag","url":"/ctorders/admin-guide/workshops/workshop-5-0-implementing-additional-features/5-4-sdk-configuring-a-custom-price-tag.html","titles":[]},"1009":{"id":1009,"text":"This option is provided by the SDK allowing to update the fields on Order, Order Line Item,Delivery, and Delivery Line Item objects with new values used for further discount and freebies calculations and defined by the logic in the Apex class. This update occurs at a moment when a product is being added to the order. To set up fields for update: Create and add an Apex class to your Salesforce org to specify the update logic of the selected fields. Click to view Apex class example public with sharing class SDKCalculateDiscount { public class setUnitPriceAsListPrice extends orders.SDK.v1 { public override void calculateDiscount(Order.Data data) { System.debug('>>> SetUnitPriceAsListPrice '); String orderId = data.order.keySet()[0]; if (data.dli.size() > 0) { for (Order.Record dli : data.dli.values()) { dli.set('orders__UnitPrice__c', dli.get('orders__ListPrice__c')); } } } public override void updateAfterOLIUpsert(Order.Data data) { String orderId = data.order.keySet()[0]; if (data.oli.size() > 0) { for (Order.Record oli : data.oli.values()) { oli.set('orders__UnitPrice__c', oli.get('orders__ListPrice__c')); } } } } public class CustomTagPrice extends orders.SDK.v1 { public override Map getPriceTagHTML(Order.Data data) { return new Map { 'html' => '
Create a script with the CTAPPgoTo… methods: ","title":"Navigation","component":"ctmobile-ios","version":"2.9","name":"navigation","url":"/ctmobile-ios/2.9/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-interactive-clm-presentation/navigation.html","titles":[{"text":"Switching Slides","hash":"h3_1793408620","id":1},{"text":"CTAPPgoTo… Methods","hash":"h3_1578877299","id":2},{"text":"Example of Transitions between Slides","hash":"h3_702407821","id":3}]},"1573":{"id":1573,"text":"Table of Contents Opening Files in Interactive CLM Presentations Open Video Files To open files within CLM presentations, add one of the following in a slide markup: to open a Name.pdf file added to the Notes & Attachments section of the CLM presentation: Open a file Also, you can open files added to the Libraries module. to open a Name.pdf file added to sources.zip: window.open(\"[path]/Name.pdf\") to open dynamically loaded files: Open a file to open external links (when online): Open a file To play a video, the file may be uploaded to sources.zip. The video cannot exceed 25 MB. To play a YouTube video or a video from the Libraries module within CLM presentation: We suggest you upload videos on YouTube selecting the Unlisted value in the Visibility option to avoid public dissemination. The size of a video can exceed 25 MB. During synchronization, the CT Mobile app downloads the video into its local repository for offline access. To add a video on a slide markup, use the Video widget. To add a widget, use templates and placeholders. Placeholders must be marked as {!POSITION_n}, where n is a position number. An associated widget has the corresponding position number in {!POSITION_n} will be added to the slide. To add a YouTube video: To add a video from the Libraries module: ","title":"Opening Files","component":"ctmobile-ios","version":"2.9","name":"opening-files","url":"/ctmobile-ios/2.9/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-interactive-clm-presentation/opening-files.html","titles":[{"text":"Opening Files in Interactive CLM Presentations","hash":"h3_102315547","id":1},{"text":"Open Video Files","hash":"h3_437403350","id":2}]},"1574":{"id":1574,"text":"Each CLM presentation has sources—a variety of content and assets: media, such as images, GIFs, video, and audio attached files, such as .pdf, .doc(x), etc. styles and fonts JSONs and JS methods. Content and associated CLM presentation assets must be packed in ZIP archive(s) in order to load them to Salesforce. The size of a ZIP archive cannot exceed 25 MB. Otherwise, it must be split into several ZIP archives. The file extension must be .zip. The available formats: sources[n].zip, where [n] is the number of the archive part, starting from 1. You can use the 7-Zip utility to create and divide ZIP archives into parts less than 25 MB. In this case, the output format will be sources.zip.00[n], where [n] is the number of the archive part, starting from 1. Select the ZIP format when creating an archive. The ZIP archive may contain folders and subfolders. Do not create a ZIP archive with the Sources folder that include folders with images, video, etc. The sources/images/image-1.jpg path will not be handled. The sources.zip structure:","title":"The sources.zip Structure","component":"ctmobile-ios","version":"2.9","name":"sources","url":"/ctmobile-ios/2.9/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-interactive-clm-presentation/sources.html","titles":[]},"1575":{"id":1575,"text":"Table of Contents Slide Markup Large Slides CT Presenter contains a set of CLM presentations to get you examples of ZIP archives, slide markups, and interactions within CLM presentations. For more information, refer to Test CLM Presentations. Usually, a slide is a single HTML page with the following structure: ... ... When each slide is a single HTML page, you can use CT Presenter tools to collect statistics per slide. For more information about tracked parameters, refer to Application Stats. If you do not need to track slide statistics, you can create a CLM presentation as indivisible content. The peculiarity of such CLM presentations is: CLM presentation will be uploaded as one slide HTML size on that slide may exceed the allowed limit—the number of characters in a slide markup, which is 131,072 characters. To upload such a slide: Create a JS file with the HTML code of a slide, for example, with the addMarkup.js name in the following format: document.body.innerHTML = `
` Add addMarkup.js to sources.zip and upload it to Salesforce. Create a slide-name.html with the following markup and upload it to Salesforce: ... Also, follow these recommendations for large slides: If the slide has several videos, and they are configured to play immediately, configure them to play only when they appear in the visible part of their slide, when the user can actually see them. Configure sectional loading for the slide: while opening the slide, only one section is loading, which user is opening currently. To avoid freezing and crash of presentations with large slides, it is highly recommended to use the slide loader to make sure that all the content and scripts have been fully loaded and ready to use. See also: CLM Presentation Components.","title":"Testing Interactive CLM Presentations","component":"ctmobile-ios","version":"2.9","name":"testing-clm-presentations","url":"/ctmobile-ios/2.9/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-interactive-clm-presentation/testing-clm-presentations.html","titles":[{"text":"Slide Markup","hash":"h3_1283836803","id":1},{"text":"Large Slides","hash":"h3_2014592999","id":2}]},"1576":{"id":1576,"text":"CLM presentation slides must be loaded to the Application Editor as the Slide object. To simplify work with slides, especially when there are several scenarios within a CLM presentation, use the following format for naming: slide-[n][k].html, where [n] is the number of a branch and [k] is the number of a slide in the appropriate branch. You can count slides from either 0 or 1. Branches are always counted from 0. For example, the first slide of a CLM presentation always has [n] = 0 and may have [k] = 0 or [k] = 1: slide-00.html, slide-01.html. When you uploaded slides in Salesforce, you should specify the Order and Branch for a slide. Note that Salesforce automatically hide[n] = 0 in the slide order. When you have uploaded ZIP archive(s) to the Application Editor and you need to change something on a slide, like adding a new image or replacing a video: Download sources.zip from the Application Editor that contains the content you want to replace. Remove the sources.zip (step 1) from the Application Editor. Replace the content in the downloaded sources.zip. Upload the updated sources.zip (step 3) to the Application Editor. Do not modify or remove from the Application Editor other sources.zip that used in the CLM presentation.","title":"Uploading Slides to Application Editor","component":"ctmobile-ios","version":"2.9","name":"uploading-slides-to-application-editor","url":"/ctmobile-ios/2.9/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-interactive-clm-presentation/uploading-slides-to-application-editor.html","titles":[]},"1577":{"id":1577,"text":"Table of Contents Activating CG Cloud in the CT Mobile app Adding CG Cloud Objects to the Offline Objects User Permissions and Synchronization After activating CG Cloud in your Salesforce org, follow these steps to work offline with CG Cloud features and objects in the CT Mobile app. To activate CG Cloud features in the CT Mobile app: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Consumer Goods item. Click Add to close the Add menu item tool. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the All or Integration tab, select the Consumer Goods item. Click Save. After performing the synchronization, the Retail Store records are available for viewing only in the Retail Stores menu item and on the Retail Stores tab in the Calendar, Nearby Accounts, and Routes modules. To work with records, add the Retail Store object to offline objects and assign permissions to users. If mobile users need the ability to create, edit, or delete records of CG Cloud objects, for example,Retail Store or Visit, it is necessary to make these objects available offline and assign permissions to users: CT Mobile Control Panel CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: Offline Objects. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Drag and drop Retail Store and Visit from the Available list to the Selected list. Set up user permissions. Click Save. Go to CT Mobile Control Panel 2.0: Offline Objects. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Move Retail Store and Visit from the Available list to the Selected list. Set up user permissions. Click Save. After performing the synchronization, mobile users can create, edit, or delete Retail Store and Visit records depending on the user permissions. Consider that the mobile users should have the appropriate permission for the CG Cloud objects listed below and required for proper operation of the CG Cloud features. Perform full synchronization to load all objects from the table to the mobile device. Take into consideration user permissions to the CT Orders objects when using CG Cloud and CT Orders together. Object API Name Required Access for User Conditions for Downloading Records Comments ActionPlan Read; Create; Edit Only the Visit Execution type is supported. ActionPlanItem Read; Create; Edit ActionPlanTemplateItem Read ActionPlanTemplateItemValue Read ActionPlanTemplateVersion Read AssessmentIndicatorDefinition Read AssessmentTask Read; Create; Edit As assessment tasks in the Action Plan Template record, you can add records of Assessment Task or Task objects. AssessmentTaskDefinition Read AssessmentTaskIndDefinition Read InStoreLocation Read OperatingHours Read ProductCategory Read ProductCategoryProduct Read Product2 Read Promotion Read RetailLocationGroup Read RetailStore Read RetailStoreGroupAssignment Read RetailStoreKpi Read; Create; Edit RetailVisitKpi Read StoreProduct Read Survey Read SurveyInvitation Read WHERE SurveyId IN ('downloaded_Survey_records') SurveySubject Read SurveyVersion Read WHERE SurveyId IN ('downloaded_Survey_records') AND SurveyStatus = 'Active' Task Read; Create; Edit TaskStatus Read TimeSlot Read Visit Read; Create; Edit","title":"Activating CG Cloud in the CT Mobile app","component":"ctmobile-ios","version":"2.9","name":"activating-cg-cloud-in-the-ct-mobile-app","url":"/ctmobile-ios/2.9/mobile-application/mobile-application-modules/cg-cloud/setting-up-retail-execution/activating-cg-cloud-in-the-ct-mobile-app.html","titles":[{"text":"Activating CG Cloud in the CT Mobile app","hash":"h2_1079380618","id":1},{"text":"Adding CG Cloud Objects to the Offline Objects","hash":"h2_513015429","id":2},{"text":"User Permissions and Synchronization","hash":"h2_242799573","id":3}]},"1578":{"id":1578,"text":"The CG Cloud record type of the CTM Settings object is intended to store the settings to display the related CG Cloud records on the record of the appropriate offline object in the CT Mobile app. The mobile user can work with the related CG Cloud records and fill out the available fields with the actual values obtained during the visit to the retail store. The appropriate setting is defined by a combination of the clm__Object__c, clm__ObjectRecordType__c, and clm__OrgProfileId__c fields. If there is only one appropriate setting, a tab with the name specified in the clm__Label__c field will be displayed. In the case of several appropriate settings, the Detailing tab with sections named according to the clm__Label__c field will be displayed. If there are custom related lists, the Detailing tab will have sections with related CG Cloud records and custom related lists. Record Type API name: CGCloud Field API Name Type Description Columns Columns__c Long Text Area(32768) List of column headers (separated by a comma, without blank space). Available values: $Photo is the header for the product photo column. The Name of the Assessment Indicator Definition record, for example,$Out of stock The API name of the related object field, for example, ProductId The field should be manually created. The number of headers must match the number of fields in the clm__Fields__c field. Creating Allowed clm__IsCreatingAllowed__c Checkbox If enabled, the mobile user can create records of clm__RelatedObject__c. The permission to create a record cannot overcome the same profile permission. Criteria clm__Criteria__c Long Text Area(32768) A SOQL query is used to display only matched records of clm__RelatedObject__c. The criteria line should start with the WHERE keyword. Deleting Allowed clm__IsDeletingAllowed__c Checkbox If enabled, the mobile user can delete records of clm__RelatedObject__c. The permission to delete a record cannot overcome the same profile permission. Drilldown clm__IsDrilldownEnabled__c Checkbox If enabled, the mobile user can drill down to record details when taping on it. Fields clm__Fields__c Long Text Area(32768) List of fields (separated by a comma, without blank space). Available values: $Photo is used to display a photo of the product. The DisplayUrl field of the Salesforce Product record must contain the URL address of the photo. The API name of the Retail Visit KPI record field to write the actual value of the assessment indicator into this field. API name of the related object field, for example, ProductId The number of fields must match the number of columns in the Columns__c field. Label clm__Label__c Text(255) The name of the tab or the name of the section in the Detailing tab if there are several appropriate CTM Settings records of the CG Cloud record type or custom related lists. Object clm__Object__c Text(255) The API name of the offline object. The tab with related CG Cloud records will be displayed on the offline object record screen. Object Record Type clm__ObjectRecordType__c Text(255) The record type API name for clm__Object__c. Order clm__Order__c Number(18,0) If there are several appropriate CTM Settings records of the CG Cloud record type, the number in this field defines the order of the section on the Detailing tab. Org ID/Profile ID clm__OrgProfileId__c Text(255) The profile’s ID. Left blank or specify an Organization ID to apply for all non-configured profiles. Read-Only Attributes clm__ReadOnlyAttributes__c Text(255) List of true and false values (separated by a comma, without blank space) for every field specified in the clm__Fields__c field. If true, the field is read-only. Reference Field clm__ReferenceField__c Text(255) The reference field from clm__RelatedObject__c to clm__Object__c. Related Object clm__RelatedObject__c Text(255) The API Name of the related object, for example, RetailVisitKpi. Related Object Record Type clm__RelatedObjectRecordType__c Text(255) The record type API name for clm__RelatedObject__c. Required Attributes clm__RequiredAttributes__c Text(255) List of true and false values (separated by a comma, without blank space) for every field specified in the clm__Fields__c field. If true, the field should be filled out. Sorting Criteira clm__SortingCriteria__c Text(255) The API name of the field, which is used to sort records of clm__RelatedObject__c. By default, records are sorted by ProductId field in ascending order. Task Type TaskType__c Text(255) The type of the visit task. The following tasks are available: Inventory Check Promotion Check Other Tasks of different types can be presented on one tab. The field should be manually created.","title":"CTM Settings: CG Cloud Record Type","component":"ctmobile-ios","version":"2.9","name":"ctm-settings-cg-cloud-record-type","url":"/ctmobile-ios/2.9/mobile-application/mobile-application-modules/cg-cloud/setting-up-retail-execution/ctm-settings-cg-cloud-record-type.html","titles":[]},"1579":{"id":1579,"text":"Follow the path to set up retail execution in your Salesforce org and get sales reps to perform visits and tasks offline with the help of the CT Mobile app. Create Locations—addresses where your stores operate. Add Retail Stores that operate according to Operating Hours and have one or more In-Store Locations to place products: Create a Retail Store Create an In-Store Location Add and associate Salesforce Products to retail stores. Set up Product Categories and Assortments if needed: Create a Product Create a Product Category Create an Assortment Associate a Product with a Store Set up Assessment Indicator Definitions to measure store performance and define Retail Store KPIs that must be captured for a store group: Create an Assessment Indicator Definition Create a Retail Store KPI Define Assessment Task Definitions, which are certain activities related to the different aspects of retail execution. Create Action Plan Templates and fill them out with tasks to define a set of activities that should be performed during the visit to the retail store. Templates are reusable and editable: Setting up Task Definitions and Action Plan Templates Create an Action Plan Template Associate an Assessment Task Definition to an Action Plan Template Create Visits and associate the desired action plan template to each of them: Create Visits Associate an Action Plan Template to a Visit We recommend changing the Visit page layout to add the Action Plans list. Also, you can add other CG Cloud components to desired pages. Activate CG Cloud in the CT Mobile app to get your mobile users the ability to create visits to the appropriate stores, associate action plan templates to visits, and perform mandatory or not visit tasks: Activating CG Cloud in the CT Mobile app Managing Visits to Retail Stores","title":"Setting Up Retail Execution","component":"ctmobile-ios","version":"2.9","name":"index","url":"/ctmobile-ios/2.9/mobile-application/mobile-application-modules/cg-cloud/setting-up-retail-execution/index.html","titles":[]},"1580":{"id":1580,"text":"Table of Contents Object Model Create Assessment Task Definitions Create Action Plan Templates Managers need to identify the broad task types that reps perform at retail stores and set up metrics to measure store performance. When a field rep visits a store, they perform certain activities related to the different aspects of visit execution. The metrics are defined as records of Assessment Indicator Definitions, and targets are in place with Retail Store KPIs. Have a look at the action plan data model. The Assessment Task Definition object defines the task type. Assessment Task Definition Type Description Possible Assessment Indicator Definitions In-Store Survey This type is responsible for conducting surveys and capturing real-time feedback from store managers and buyers during a visit. Not applicable. Inventory Check This type is responsible for audits, such as capturing metrics around the count of products at specific in-store locations or availability of a particular product category and particular brand in an aisle, and more. Inventory count of a product category (Number) Display the price of a product (Decimal) Other/Task These types are responsible for flexibility to perform various tasks, for example, performing asset checks for refrigerator displays and shelves. Condition of assets placed in stores compliant (Boolean) Planogram Check It is used in conjunction with CT Vision. With the help of the Einstein Platform, this type is responsible for optimizing product display on shelves and capturing key metrics such as product facings on a shelf, counting of products at the eye level, and sharing of shelf for popular products. Facings (Number) Share of a shelf (Decimal) Competitor facings (Number) Voids (Number) Out-of-stock (Boolean) Place Order It is used in conjunction with CT Orders. This type is responsible for ordering products depending on multiple factors. Field reps capture orders for products when they visit retail stores so that the right products are always available on the right shelves. Not applicable. Promotion Check This type is responsible for assessing the impact of your promotions at retail stores on overall sales figures and customer satisfaction scores. Promo can run for a product, product category, or without the context of a product at a store, store group, or even at the account level. Product display units (Number) Locational compliance (Boolean) Overall promotion Compliance (Boolean) Customer reaction to new promotional offers (Text) Follow Salesforce guides to set up appropriate records: Create an Assessment Indicator Definition Create a Retail Store KPI Create an Assessment Task Definition An action plan template provides a framework to reuse tasks across stores and visits. Each item in the action plan template refers to a task definition. Each action plan template can have a different set of required or not tasks. An action plan template is a primary list of items. For Consumer Goods Cloud, an action plan template can have more than one item with the same assessment task definition. Follow Salesforce guides to set up appropriate records: Create an Action Plan Template Associate an Assessment Task Definition to an Action Plan Template Add Tasks and Flows to Action Plan Template","title":"Setting up Task Definitions and Action Plan Templates","component":"ctmobile-ios","version":"2.9","name":"setting-up-task-definitions-and-action-plan-templates","url":"/ctmobile-ios/2.9/mobile-application/mobile-application-modules/cg-cloud/setting-up-retail-execution/setting-up-task-definitions-and-action-plan-templates.html","titles":[{"text":"Object Model","hash":"h2_547005288","id":1},{"text":"Create Assessment Task Definitions","hash":"h2_1302650526","id":2},{"text":"Create Action Plan Templates","hash":"h2_1624807995","id":3}]},"1581":{"id":1581,"text":"CT Mobile Ecosystem Salesforce CG Cloud 2.0 Mobile Pitcher Aforza Pepperi Ivy Mobility Accenture Cloud RE Axsy Salesforce Native Solution ✅ Yes. Built on Salesforce, deeply integrated ✅ Yes. Salesforce-native core product ❌ No. Independent platform, integrates with SF ✅ Yes. Built natively on Saleeforce ❌ No. Standalone platform with integrations 🟡 Partial. Can run on SF or standalone ✅ Yes. On Salesforce AppExchange ✅ Yes. 100% Salesforce-native Offline Access ✅ Yes. Full offline functionality, allowing access to CRM data, order management, AI-powered store checks, and sales content. Syncs later. ✅ Yes. Offline capabilities exist but may be limited for certain processes. Offline order-taking performance is an issue. ✅ Yes. Seamless offline for all key modules and workflows. ✅ Yes. Full offline mobile experience for field sales, order capture, surveys, and execution. Auto-sync when online. ✅ Yes. Robust offline support for orders, inventory, surveys. ✅ Yes. Full offline incl. orders, DSD, surveys, and audits. ✅ Yes. Offline via Axsy; supports full visit flow with tasks and surveys. ✅ Yes. Offline-first, syncs Salesforce data for all key tasks. Automated Synchronization ✅ Yes. New Auto-Sync feature with scheduled syncs, visual status, error handling, and optimized metadata handling. ❌ No. Manual sync required; lacks automated metadata updates. ✅ Yes. Auto-sync with error handling and background updates. ✅ Yes. Auto-sync with seamless background updates. Mobile and backend data kept in sync across all modules. ✅ Yes. Auto-sync supported after offline work, stable integration. ✅ Yes. Optimized auto-sync with flexible rules and status UI. 🟡 Limited. Uses Axsy; no advanced auto-sync or metadata optimization. 🟡 Limited. Reliable sync but lacks advanced auto-sync flow. AI-Powered Store Check (Image Recognition) ✅ Yes. CT Vision provides offline AI-powered planogram and compliance checks. 🟡 Partial. Einstein Vision needs setup and only works online. ✅ Yes. Built-in image recognition and AR overlay for compliance. ✅ Yes. AI-based photo recognition validates merchandising, detects product placements and planogram compliance. ❌ No. Photo audit supported but no native AI recognition. ✅ Yes. Ivy Eye provides native shelf photo recognition offline. 🟡 Partial. Supports Einstein Vision if configured, not built-in. 🟡 Partial. Depends on Salesforce Einstein Vision availability. AI Use Cases Support ✅ Yes. AI in CT Vision, smart sync, guided selling with logic. 🟡 Partial. Einstein AI optional and needs setup; limited mobile AI. ✅ Yes. Strong AI for guided selling, analytics, image recognition. ✅ Yes. Embedded AI for retail insights, order recommendations. ❌ No. No advanced AI use cases available. Yes. Ivy Eye image recognition, recommendation engine. 🟡 Partial. Can use Einstein AI if configured; no native AI layer. 🟡 Partial. Supports SF AI if configured, no native AI engine. Built-in EasyPicky Integration ✅ Yes. Built-in connector for automated shelf audits and photo analysis. ❌ No. No native EasyPicky integration. ❌ No. No native EasyPicky integration. ❌ No. No native EasyPicky integration. ❌ No. No native EasyPicky integration. ❌ No. No native EasyPicky integration. ❌ No. No native EasyPicky integration. ❌ No. No native EasyPicky integration. Smart Photo Management ✅ Yes. Tagged, structured photo capture, metadata enrichment, and AI-based photo analytics. ❌ No. No dedicated photo management; images handled manually. ✅ Yes. Smart tagging, AI-supported image handling and linking. ✅ Yes. Offline photo capture with watermarking, AI tagging, and compliance tracking. ✅ Yes. Tagged images, geo-location, linked to surveys. ✅ Yes. Supports image tagging, shelf audit linkage, AI scoring. ❌ No. Photos via Axsy, but no dedicated smart management features. 🟡 Partial. Supports photo capture; no advanced smart mgmt. Guided Visit Execution ✅ Yes. Fully customizable step-by-step visit workflows, in-app guidance, and task execution. ✅ Yes. Supports structured visit flows and visit planning. ✅ Yes. Highly visual guided selling with AI prompts. ✅ Yes. Smart visit agendas, step-by-step retail tasks, and AI-coaching during visits. 🟡 Limited. Tasks exist but not full guided visit. ✅ Yes. Visit planning, execution, task flows supported. ✅ Yes. Uses Axsy for guided workflows with tasks and sequencing. ✅ Yes. Guided visits through Axsy mobile workflow. Order Management ✅ Yes. Robust offline order-taking, with complex pricing, promotion logic, and ERP integrations. Highest performance with comlex pricing conditions. 🟡 With performance limitations. Performance issues and limited flexibility with discounts and inventory views. 🟡 With performance limitations. Robust, supports logic, bundling, visual flow. 🟡 With performance limitations. Unified order capture (offline and online), AI-based recommendations, discounting, and real-time inventory visibility. 🟡 With performance limitations. Flexible order rules, bundles, DSD included. 🟡 With performance limitations. Handles pricing rules, van sales, returns. 🟡 Limited. Standard Salesforce order object with TPM links. 🟡 With performance limitations. Based on SF Order object, works offline. Sales Content (Digital Sales Aid) ✅ Yes. CT Presenter delivers interactive sales content (PDF, video, AR) with analytics. ❌ No. No dedicated sales content module. ✅ Yes. CT Presenter-style content engine built-in. ✅ Yes. Integrated content via digital assets with guided workflows and availability across all channels. ❌ No. No dynamic sales presentation module. ❌ No. No full sales content module like CT Presenter. ❌ No. No dedicated content module; static content only. ❌ No. No dedicated sales content module. Offline Dashboards ✅ Yes. Reps access key dashboards and KPIs even offline. 🟡 Limited. Dashboards require connectivity for real-time data. ✅ Yes. Mobile dashboards available offline, regularly synced. ✅ Yes. Offline field analytics and dashboards; full reporting when synced. ✅ Yes. KPI visibility available offline for field users. ✅ Yes. Mobile app offers offline dashboard views. 🟡 Limited. Reports depend on Salesforce, limited native dashboards. 🟡 Limited. Depends on pre-synced Salesforce data. Offline Surveys ✅ Yes. Fully offline-capable survey execution, synced later. 🟡 Limited. Restricted offline capabilities for surveys. ✅ Yes. Full offline survey capabilities with logic and sync. ✅ Yes. Survey and in-store audit data captured offline and integrated into dashboards. ✅ Yes. Form-based surveys supported offline with logic. ✅ Yes. Full offline survey support with template flexibility. 🟡 Limited. Surveys supported via Axsy but not a core focus. 🟡 Limited. Basic forms offline; lacks advanced UX. Chatter Support ✅ Yes. Integrated Salesforce Chatter support within mobile app. ✅ Yes. Full Chatter integration in CG Cloud mobile app. 🟡 Partial. Not Salesforce-native, integrated with Salesforce Chatter API. ❌ No. No native Chatter; communication via internal task/comments. ❌ No. No built-in collaboration features like Chatter. ❌ No. Chatter not available; app does not extend Salesforce natively. ✅ Yes. Fully supports Chatter through Salesforce backend. ✅ Yes. Native Chatter via Salesforce integration. Analytics & Insights ✅ Yes. Real-time, AI-driven engagement and performance analytics. ✅ Yes. Einstein AI, but lacks engagement-specific insights. ✅ Yes. AI-powered content engagement and retail execution analytics. ✅ Yes. AI-powered analytics across field, order, and promotion data. Real-time dashboards across modules. ✅ Yes. Includes business analytics and dashboards. ✅ Yes. Native dashboards and retail insights module. 🟡 Partial. Relies on Salesforce reporting tools and Einstein. 🟡 Partial. Uses Salesforce analytics tools if configured. All-in-one Solution (Seamless Integration of Components) ✅ Yes. CT Mobile, Orders, Vision, Presenter work as one suite. 🟡 Limited. Relies on Salesforce + partners for full suite. ✅ Yes. Single mobile app integrates sales, orders, content. ✅ Yes. Unified platform for execution, orders, TPM. ✅ Yes. Integrated platform for orders, execution, DSD. ✅ Yes. Unified DMS, retail execution, TPM, AR in one system. 🟡 Partial. RE and TPM integrated, but often via separate apps. ❌ No. Focused only on offline Salesforce mobile extension. Customization without Code ✅ Yes. Admin UI and Salesforce configs for easy non-code updates. 🟡 Limited. Requires technical tools (e.g., Visual Studio Modeler). ✅ Yes. Drag-and-drop UI builder and logic flow editors. ✅ Yes. Admin-managed configurability with real-time updates and drag-and-drop tools. ✅ Yes. Web UI editor for forms, flows, and content. ✅ Yes. Admin UI allows business logic changes without coding. ✅ Yes. Leverages Salesforce UI and Axsy Admin tools. ✅ Yes. Admin UI on Salesforce plus Axsy-specific configs. Customization with Code ✅ Yes. Supports deep customization via Apex, JavaScript. 🔴 Difficult. Complex and risky to customize deeply. ✅ Yes. Supports scripting, UI branding, advanced behavior. ✅ Yes. Full extensibility via Salesforce-native code (Apex), low-code & pro-code hybrid approach. ✅ Yes. Allows JS scripting and custom field logic. ✅ Yes. Offers full extensibility with APIs and custom logic. ✅ Yes. Apex and Lightning support; customizable via SF platform. 🟡 Limited. Some customization via SF; limited code extensibility. Support & Deployment Assistance ✅ Yes. Customertimes provides implementation, customization, and change management. 🟡 Limited. Relies on 3rd-party partners for support. ✅ Yes. Delivered by Pitcher team directly. ✅ Yes. End-to-end Aforza-managed onboarding and enablement; support team included. ✅ Yes. In-house onboarding and support services. ✅ Yes. Ivy handles implementation and post-launch support. ❌ No. Delivered via Accenture implementation projects. ✅ Yes. Delivered by Axsy with SF alignment. License Costs ✅ Lower. Flexible per-user pricing with product bundling options (CT Vision, CT Presenter, etc.). 🔴 Higher. Separate pricing for each Salesforce module (TPM, Analytics, etc.). 🔴 Higher. Premium positioning with rich features. 🟡 Mid-range. Modular pricing by functionality; lower TCO due to single platform replacing multiple tools. 🟡 Moderate. Modular pricing by features and users. 🟡 Moderate. Pricing varies by modules and regions. 🔴 Higher. Requires both Salesforce and Accenture service licenses. 🟡 Moderate. Axsy license + Salesforce subscription. Implementation Costs ✅ Lower. Template-based rollouts and packaged support services. 🔴 Higher. Complex implementation and partner consulting required. 🟡 Moderate. Delivered in-house with streamlined processes. 🟡 Mid-range. Pre-configured flows and onboarding tools accelerate go-lives. ✅ Low–Moderate. Quick deployment and low-code platform. 🟡 Moderate. Can vary by module complexity. 🔴 High. Accenture services are premium-tier. 🟡 Moderate. Requires alignment with Salesforce config. Multi-Country Rollout Simplicity ✅ Yes. Easy scaling with language, currency, and workflow localization. 🔴 Complex. Requires setup duplication and configuration per region. ✅ Yes. Fast deployment with multilingual and regional templates. ✅ Yes. Fast rollout with templated setup, segment-specific customization, and full language support. ✅ Yes. Multi-language, regional control with role-based features. ✅ Yes. Designed for regional scaling and global configurations. 🔴 Complex. Complex multi-org setup required per region. 🔴 Complex. Complex multi-org setup required per region. Implementation Capabilities Without 3rd Party Partners ✅ Yes. Delivered and maintained by Customertimes directly. ❌ No. Requires partners for setup, customization, support. ✅ Yes. Pitcher owns product and implementation delivery. ✅ Yes. Aforza team is able to deliver and implement directly. Also has 3-rd party partners for setup, customization, support. ✅ Yes. Offers implementation in-house, no partner needed. ✅ Yes. Ivy team delivers with optional partner engagement. ✅ Yes. Delivered and maintained via Accenture implementation projects. ✅ Yes. Axsy provides implementation and product support. Key Client Segment - Industry Consumer Goods, Consumer Health, Pharma Consumer Goods (Food, Bev, Tobacco) CPG, Pharma, Med Devices CPG, Food & Beverage, Personal Care Food & Beverage, Wholesale, Cosmetics Consumer Goods, Route to Market FMCG, Retail Execution + Trade Promotion Consumer Goods on Salesforce Key Client Segment - Client Size Mid to Large Enterprises Large Enterprises Mid to Large Enterprises Mid to Large Enterprises SMBs to Mid Enterprises Large Enterprises Large Enterprises Mid to Large Enterprises Solution Maturity ✅ High. 10+ years, proven deployments, evolving 🟡 Medium. Actively developed, still maturing ✅ High. Recognized by POI, 10+ years 🟡 Medium. Fast-growing, under 10 years ✅ High. Proven with thousands of reps ✅ High. End-to-end RTM platform ✅ High. Mature product, ex-CAS evolution 🟡 Medium. Specialized mobile extension Regions of Presence Global, strong in Europe & CIS Global, strong in US and EU Global presence, strong in Europe and US Global, Europe-focused Global, strong in US and EMEA Global, strong in APAC & emerging markets Global, deployed across continents Global, strong in Europe French-speaking Team ✅ Yes. French support available 🟡 Partial. Depends on Salesforce team location ✅ Yes. French-speaking support team 🟡 Partial. Relies on 3-rd party partners in France 🟡 Partial. Support available upon request ❌ No. Team mainly English-speaking ✅ Yes. Accenture team supports FR markets ✅ Yes. Supports FR in Salesforce ecosystem","title":"CT Mobile Ecosystem Competitor Analysis","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-ecosystem-competitor-analysis","url":"/ctmobile-ios/3.0/ct-mobile-ecosystem-competitor-analysis.html","titles":[]},"1582":{"id":1582,"text":"Previously, we used Apple Developer Enterprise Program (ADEP) to distribute CT Mobile custom builds. However, this program has been discontinued by Apple and was replaced by Apple Business Manager. Apple Business Manager is a simple, web-based portal that can be integrated with a third-party MDM (Mobile device management) solution: In this article, you will know how to publish and distribute custom CT Mobile app in your organization using Apple Business Manager and an MDM solution. Sign up to Apple Business Manager as described here. If you have a DEP or VPP Account, you will need to upgrade it for free into an Apple Business Manager Account. If you already have Apple Business Manager account, go to Settings → Enrollment Information and make sure that following data is correct: Organization Name Organization ID Tax Information Publish CT Mobile app in Apple Business Manager: In Apple Business Manager, go to Settings → Enrollment Information. Set Custom Apps to Enabled. When Customertimes will publish CT Mobile app into your Apple Business Manager Account, the app will be displayed in Custom Apps. Assign desired number of licenses according to number of CT Mobile users in your company. Connect MDM solution with Apple Business Manager: In Apple Business Manager, go to Settings → Apps and Books and download your server token. Use this token to connect your MDM with Apple Business Manager. Distribute CT Mobile App via your MDM.","title":"Distributing Custom CT Mobile App via Apple Business Manager","component":"ctmobile-ios","version":"3.0","name":"distributing-custom-ct-mobile-app-via-apple-business-manager","url":"/ctmobile-ios/3.0/distributing-custom-ct-mobile-app-via-apple-business-manager.html","titles":[]},"1583":{"id":1583,"text":"To start working with the CT Mobile solution: Install the CT Mobile Package. Install the CT Mobile application, log in and launch the first synchronization. Configure Offline Objects (in CT Mobile Control Panel: Offline Objects or CT Mobile Control Panel 2.0: Offline Objects). Configure App Menu (in CT Mobile Control Panel: App Menu or CT Mobile Control Panel 2.0: App Menu) items and additional modules, such as: Calendar (in CT Mobile Control Panel) or Activities (in CT Mobile Control Panel 2.0) Routes Nearby Accounts To use Google Maps, Routes and Nearby Accounts, get the Google Maps API Key and specify it in the CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General section. (Recommended) configure Mobile layouts to improve usability of CT Mobile. (Optional) configure other settings of CT Mobile Control Panel/CT Mobile Control Panel 2.0: Color Settings (in CT Mobile Control Panel) or Colors (in CT Mobile Control Panel 2.0) Workflows (in CT Mobile Control Panel: Workflows or CT Mobile Control Panel 2.0: Workflows) Presenter (in CT Mobile Control Panel) or Remote Detailing (in CT Mobile Control Panel 2.0) Then, install and configure packages that you need to work with CT Mobile: CT Orders Quick Start Guide Getting Started with CT Vision CT Sign Administrator Guide Important notes: After making changes in CT Mobile and other packages configuration, launch full synchronization to apply them. If you are facing issues with collecting the Metadata Archive, any issues with CT Presenter, issues with authorization to CT Vision, go to the CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools and click Refresh near the Cloud Token field.","title":"Quick Start Guide","component":"ctmobile-ios","version":"3.0","name":"quick-start-guide","url":"/ctmobile-ios/3.0/quick-start-guide.html","titles":[]},"1584":{"id":1584,"text":"The application theme affects the application appearance overall, being applied to headings, menu items, timeline view, etc. To configure the application theme: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: General. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click Customize in the User Interface section. The App Customization window opens. Customize the application theme. Click Save. Launch the fast synchronization on the mobile device. Go to CT Mobile Control Panel 2.0: User Interface. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Customize the application theme. Click Save. Launch the fast synchronization on the mobile device. The setup is complete. The information below is applicable for CT Mobile Control Panel. If you are using CT Mobile Control Panel 2.0, please refer to CT Mobile Control Panel 2.0: User Interface. In the App Customization window, the settings are located on the left side, and the tablet view with applied settings is on the right side. Select the title pattern from the picklist to add a pattern to the header of the mobile application. To add your title pattern, select Own in the picklist and click Upload. The changes will be represented on the tablet view. Select the home pattern from the picklist to add a pattern to the background of the mobile application screen. To add your home pattern, select Own in the picklist and click Upload. The changes will be represented on the tablet view. Click on the field to select a color from the drop-down palette, or enter the color code. The logo is represented on the Home screen if the Logo widget is added. Click Choose file to add a new logo. You can configure your Home screen to relocate the logo or change its size. After that, launch the fast synchronization.","title":"Application Theme","component":"ctmobile-ios","version":"3.0","name":"application-theme","url":"/ctmobile-ios/3.0/admin-guide/application-theme.html","titles":[{"text":"Available settings","hash":"h2_1497250322","id":1},{"text":"Title Pattern","hash":"h3_1718046162","id":2},{"text":"Home Pattern","hash":"h3_1108618695","id":3},{"text":"Device Background Color","hash":"h3_1461860777","id":4},{"text":"Homepage Logo","hash":"h3_1354766135","id":5}]},"1585":{"id":1585,"text":"Salesforce provides Clickjack Protection on Site.com. To use this option along with the installed CT Mobile package: Configure Clickjack Protection settings. Follow the Salesforce guide here. Add your domain to the trusted domains to enable CT CLM features. After configuring Clickjack Protection functionality: Go to Setup → Security → Session Settings. In the Clickjack Protection section, check the required options. In the Trusted Domains for Visualforce and Survey Inline Frames section, click the Add Domain button. In the Domain field, enter the Domain name. To obtain the Domain name, go to Setup → Domains → copy Domain Name. In the IFrame Type field, select Visuaforce pages. Click Save. The setup is complete.","title":"Clickjack Protection Settings","component":"ctmobile-ios","version":"3.0","name":"clickjack-protection-settings","url":"/ctmobile-ios/3.0/admin-guide/clickjack-protection-settings.html","titles":[{"text":"Add Domain to Trusted Domains","hash":"h2_482280866","id":1}]},"1586":{"id":1586,"text":"Table of Contents The CT Mobile Replication Example Steps of the CT Mobile Replication Process Prerequisites The steps CT Mobile Replication is intended to save the consistency of the records available for the current user. With the configured and enabled CT Mobile Replication, the fast synchronization will take longer. For example, 100 records of the Account object with related Contacts and Activities were downloaded via full synchronization. Then, sharing rules for Accounts were modified on the Salesforce side, and some records became inaccessible, but some other records are now available for the current user. Therefore, any changes in the no longer available Account records will lead to errors, and the newly available records will not be downloaded on the device. Create a CT Mobile Replication setting to update Account and Contact records for the corresponding user during the fast or mixed synchronization. After performing the CT Mobile Replication setting, the appropriate records will be downloaded, and no longer available records will be hidden. To create the CT Mobile Replication setting: Go to Setup→ Custom Code → Custom Metadata Types. Click Manage Records next to CT Mobile Replication. Click New. Fill the following fields in: specify Label. specify Data in the Type field. by default, the package size is 300. specify Account in the Object Name field. specify Contacts in the Related Objects field. specify user ID(s) to apply the CT Mobile Replication setting to appropriate users, or left the Affected Users field blank to apply the settings for all users. Click Save. The CT Mobile Replication is set up. Create and update record settings: The CT Mobile package does not have the logic of creating record settings when access rights to an object are updated in Salesforce. It is configured based on the customer’s requirements. The CT Mobile package includes the logic of updating record settings when metadata is altered in Salesforce. No additional development is required. To update nested parent records, create a CT Mobile Replication setting for each parent-child pair. For example, in the case of the parent 1 → parent 2 → child structure, create the CT Mobile settings for the parent 1 → parent 2 pair and for the parent 2 → child pair. Create the CT Mobile Replication setting(s). To update records of the specific object, fill the clm__ObjectAPIName__c field in with the API name of the required object. To update records of parent and child objects with the master-detail relationship, add the API name of the parent object in the clm__ObjectAPIName__c field. Specify API name(s) of child objects in the clm__RelatedObjects__c field (separated by a comma, without blank spaces). To update records of objects with the lookup relationship, create separate CT Mobile Replication settings, and fill in the clm__ObjectAPIName__c field with the API name of the required object. Run the fast synchronization. The CT Mobile app requests the ID of all records of the object specified in the clm__ObjectAPIName__c field from Salesforce given the conditions in Related List Filters. The CT Mobile app compares the requested records with the records on the mobile device by ID. The records of the parent object: are downloaded by ID if they are not on the mobile device. are hidden if their IDs haven’t been found in step 3. The records of the child objects mentioned in the clm__RelatedObjects__c field: are downloaded by ID, given the conditions in Related List Filters, and according to the ID of the records of the parent object if they were downloaded. are hidden according to the ID of the records of the parent object if they were hidden.","title":"CT Mobile Replication: Use Cases and Steps","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-replication-use-cases-and-steps","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-replication-use-cases-and-steps.html","titles":[{"text":"The CT Mobile Replication Example","hash":"h2_478288222","id":1},{"text":"Steps of the CT Mobile Replication Process","hash":"h2_1603776559","id":2},{"text":"Prerequisites","hash":"h3_1644201065","id":3},{"text":"The steps","hash":"h3_1498766462","id":4}]},"1587":{"id":1587,"text":"CTM User Settings is an object to store settings for custom list views created on the mobile device. Available record types: ListView Object API name: ListViewclm__CTMUserSettings__c Field API Name Type Description Criteria clm__Criteria__c Long Text Area(32768) The SOQL query is used to filter records that should be presented in a custom list view. The SOQL query is stored in the base64 format. Fields clm__Fields__c Long Text Area(32768) Columns of a custom list view. Fields are stored in the base64 format. Label clm__Label__c Text(255) The label of a custom list view. Object clm__Object__c Text(255) The API Name of an offline object for which the custom list view was created. OwnerId OwnerId Text(255) The User Id of the mobile user who created a custom list view.","title":"CTM User Settings","component":"ctmobile-ios","version":"3.0","name":"ctm-user-settings","url":"/ctmobile-ios/3.0/admin-guide/ctm-user-settings.html","titles":[]},"1588":{"id":1588,"text":"Use color settings to distinguish records of an offline object by the specific criterion, for example, records in the left menu, activities in the Calendar module, and records in the Nearby Accounts module. Each offline object can have only one coloring criterion. To set up colors for the records: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: Color Settings. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click Create. Select an offline object in the SObject drop-down list. Select a criterion in the Field drop-down list. Only fields with the Picklist type or record types of the selected offline object can be used as the criterion. Click the field in the Color column to open the color picker. Select the colors for each record type or type in the color code. Click Create. Click next to an offline object to edit color settings. Click next to an offline object to remove color settings for the offline object. Go to CT Mobile Control Panel 2.0: Colors. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Select an offline object from the left list. Click Add Settings. Select a criterion from the list. Only fields with the Picklist type of the selected offline object can be used as the criterion. Click the picklist on the field to open the color picker. Select the colors for each record type or type in the color code. Click Save. The setup is complete. Launch synchronization to apply the changes.","title":"Custom Color Settings","component":"ctmobile-ios","version":"3.0","name":"custom-color-settings","url":"/ctmobile-ios/3.0/admin-guide/custom-color-settings.html","titles":[{"text":"Set up a Color for an Offline Object","hash":"h2_686863387","id":1}]},"1589":{"id":1589,"text":"Welcome to the CT Mobile Quick Reference Guide. There is a set of short and user-friendly guides. Use these guides to quickly master the application best practices. CT Mobile Control Panel CT Mobile Control Panel 2.0 Application Theme Configuring Mini Layouts Configuring App Menu Managing Offline Objects Custom Color Settings Start/Finish Functionality Geolocation Center Notification Center Metadata Checker Push Identifier Reference Object System Label Google Maps API Key CTM User Settings Clickjack Protection Settings Person Accounts Manage Currencies Remote Site Settings Related Lists Mobile Layouts CT Mobile Workflows: Use Cases CT Mobile Replication: Use Cases and Steps Snippets: a Way to Extend CT Mobile Visualizing Information with Emoji","title":"Administrator Guide","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/index.html","titles":[]},"1590":{"id":1590,"text":"Use one or more currencies in the CT Mobile app. By default, Salesforce organizations use a single currency. To set a currency: Go to Setup → Company Settings → Company Information. Click Edit. Select the required currency in the Currency Locale picklist. Click Save. The setup Is complete. After setting the currency locale, all currency values are displayed in the selected currency on the records of the custom related lists, layouts, and mini-layouts. Please get familiar with the Salesforce considerations for Enabling Multiple Currencies. Enable multiple currencies to have the ability to manage the record currency: Go to Setup → Company Settings → Company Information. Click Edit. Select the Activate Multiple Currencies checkbox. Click Save. The setup is complete. The selected currency is displayed in the Currency ISO Code field as a three-letter code. After typing in the value, the currency selected as default will be displayed. If there are several active and available currencies for the mobile user, add the Currency ISO Code field on the mini-layout to have the ability to select the desired currency. Otherwise, the default currency from the Currency ISO Code field of a User record will be added. The currency code will be displayed on the layout, mini-layout, and in the custom related list. When currencies differ in the Currency ISO Code field of an open record and the User record: The value will be displayed according to the Currency ISO Code field of the record; The value from the Currency ISO Code field of the User record will be displayed in the parentheses according to the rate from Conversion Rates. Otherwise, the value will be displayed only according to the Currency ISO Code field of the record.","title":"Manage Currencies","component":"ctmobile-ios","version":"3.0","name":"manage-currencies","url":"/ctmobile-ios/3.0/admin-guide/manage-currencies.html","titles":[{"text":"Single Currency","hash":"h2_1313381761","id":1},{"text":"Multi-Currency","hash":"h2_440549015","id":2}]},"1591":{"id":1591,"text":"Mini Layouts are special forms with a preconfigured set of fields that are used to create a record in a more convenient way. A mini layout will appear, for example, when tapping the plus button to create a new Account record or creating a new Activity record on the calendar grid. A mini layout can be assigned per each active record type of the offline object. If a mini layout for an offline object or its record type is not configured, the default page layout will be open when creating a record. To create a mini layout: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: Mini Layouts. Click Create layout. Enter the unique name of the mini layout. Select the Object from the drop-down list. Select the Record Type from the drop-down list. Make sure that the target profile has the proper permissions for the selected record type. You can review the profile permissions in Setup → Users → Profiles. Click Add new field and select a field from the drop-down list, which will be displayed on the mini layout. Enable the Required setting to add a required field. Click Create. Go to CT Mobile Control Panel 2.0: Mini Layouts. Select an offline object from the left list. Click Add Settings. Select a record type for creating a mini layout. You can create one mini layout for each record type. Make sure that the target profile has the proper permissions for the selected record type. You can review the profile permissions in Setup → Users → Profiles. If a record has no custom record type associated with it, then the Master record type will be used. Select fields for the mini layout. To add a new field, click Add Field. Toggle Required option if needed. Click to remove the field. Click Save. The mini layout is configured. Perform a synchronization to apply the changes.","title":"Configuring Mini Layouts","component":"ctmobile-ios","version":"3.0","name":"mini-layouts","url":"/ctmobile-ios/3.0/admin-guide/mini-layouts.html","titles":[{"text":"Create a Mini Layout","hash":"h2_684572466","id":1}]},"1592":{"id":1592,"text":"Send push notifications from Salesforce to mobile users. To send notifications from Salesforce to users: In Mobile Application Setup, set the value for the PUSH Identifier field. For the CT Mobile app installed from the App Store, the push identifier is ctmobile. Allow notifications for CT Mobile in the Settings on a mobile device. Please make sure that the Device Token field for the current record of the User object is filled with a value. Users with empty Device Token field cannot be selected for sending notifications. According to that value, Salesforce defines the user device to send push notifications. If you authorize with the same credentials on several devices (but no more than 5), the field will contain the token of the last device on which you synchronized. The setup is complete. Users who have a device token are active and can receive push notifications from Salesforce. To send a notification to a mobile user: Go to the Notification Center tab. Select one or several users from the Available users list and click Select users. Use the Filter field to select a list view. To find a mobile user, use the Search box. To exclude mobile users from the mail list, select them in the Selected users list and click Remove selected. Enter a message in the Message box and click Send. The max length of a push notification depends on the iOS version on a mobile device. The message was sent. The info pop-up appears if the message was successfully sent. To see the status of messages, go to the Status tab. If the message is successfully sent, the push notification appears on the mobile user’s device.","title":"Notification Center","component":"ctmobile-ios","version":"3.0","name":"notification-center","url":"/ctmobile-ios/3.0/admin-guide/notification-center.html","titles":[{"text":"Set up Notification Center","hash":"h2_1626426167","id":1},{"text":"Sending Messages from Notification Center","hash":"h2_1236466092","id":2}]},"1593":{"id":1593,"text":"CT Mobile app allows working with Person Accounts. Person Accounts store information about individual people by combining certain Account and Contact fields into a single record. To enable Person Accounts functionality: Enable Person Accounts for the Salesforce org. After Person Accounts are enabled, a Person Account record type is created. Assign the person account record type to user profiles. Enable Person Accounts in CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General for the appropriate user profile. Go to CT Mobile Control Panel: App Menu / CT Mobile Control Panel 2.0: App Menu and add Account and Contact to the Selected list in the required order. The setup is complete. To view only appropriate records on the Related Accounts tab in the CT Mobile app, specify the Account Contact Relation object in the Reference Object API Name field. The Person Accounts records are listed in the Contacts menu item. Configure and assign a mini-layout for the Person Account record type to create new records. Configure list views for Person Accounts by including the Is Person Account field in the filter criteria. For activity management, correct operation of the Calendar module, the Applications module, and the CT Mobile app in general, the Activity objects must contain the relationships with the Contact object, available to a user.","title":"Person Accounts","component":"ctmobile-ios","version":"3.0","name":"person-accounts","url":"/ctmobile-ios/3.0/admin-guide/person-accounts.html","titles":[{"text":"Enable Person Accounts","hash":"h2_693098374","id":1},{"text":"Using Person Accounts in the CT Mobile app","hash":"h2_1162752891","id":2}]},"1594":{"id":1594,"text":"The push identifier is a unique identifier to enable the push notification for users who are working with the following functionalities: Chatter A user receives notifications about new posts and mentions. Geolocation Center When the manager clicks the Locate button on the Users tab to define the current user’s location. Notification Center Send to users messages from the Notification Center tab. Custom notification For example, to notify users to perform synchronization, update the app, etc. To obtain the unique push identifier for the custom CT Mobile app: Specify the bundle ID of your custom CT Mobile app. For example, for the CT Mobile app in the App Store, the bundle ID is com.customertimes.appstore.ctmobile. To activate push notifications, please create a ticket with the subject “Push Notifications” at https://ctsupport.force.com/customerportal. In the ticket, provide the bundle ID and a list of organization IDs for which you want to enable notifications. After that, the Customertimes team will add the push identifier to your custom CT Mobile app. The setup is complete. To receive push notifications on your device, it is also necessary to fill out the Device Token field on the current User record. According to that value, Salesforce defines the user device to send push notifications. If you authorize with the same credentials on several devices (but no more than 5), the field will contain the token of the last device on which you synchronized.","title":"Push Identifier","component":"ctmobile-ios","version":"3.0","name":"push-identifier","url":"/ctmobile-ios/3.0/admin-guide/push-identifier.html","titles":[{"text":"Obtain a Push Identifier for a Custom CT Mobile app","hash":"h2_956989378","id":1}]},"1595":{"id":1595,"text":"In the CT Mobile package, administrators can specify the Reference object according to the business goals. To set up the Reference object: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to the CT Mobile Control Panel: General tab. In the Reference Object API Name field, select the desired object. Click Save. Go to the CT Mobile Control Panel 2.0: General. In the Relate Contact to Multiple Accounts by Junction Object, select the desired object. Click Save. The setup is complete. Launch full synchronization to apply the setting. As the Reference object, use the junction object between the Account and Contact objects: The standard Account Contact Relationship object. To use this object, users should have the ability to relate a contact to multiple records. When using the CT Pharma solution as the target system, CTPHARMA__Reference__c . Any custom object with the lookup field to the Account and Contact objects. If the incorrect object specified in the Reference Object API Name field, the field is considered empty. The Reference object, as well as enabled or not Person Accounts, affects the record display. Reference Person Accounts The CT Mobile app The Accounts menu item The Contacts menu item The Calendar module The Nearby Accounts module The Contacts tab The Hierarchy View tab The Accounts tab The Contacts tab No No Accounts Contacts Contacts Contacts Accounts Contacts Yes No Accounts References References References Accounts References No Yes Accounts with the inactive Is Person Account checkbox Accounts with the active Is Person Account checkbox Accounts with the active Is Person Account checkbox Accounts with the active Is Person Account checkbox Accounts with the inactive Is Person Account checkbox Accounts with the active Is Person Account checkbox Yes Yes Accounts with the inactive Is Person Account checkbox References References References Accounts with the inactive Is Person Account checkbox References","title":"Reference Object","component":"ctmobile-ios","version":"3.0","name":"reference-object","url":"/ctmobile-ios/3.0/admin-guide/reference-object.html","titles":[]},"1596":{"id":1596,"text":"To configure and work with the full functionality of the CT Mobile app, it is necessary to create additional remote sites. If My Domain is not configured, specify the following: Go t Setup → Security → Remote Site Settings. Click New Remote Site. In the Remote Site Name field, enter any name you like. In the Remote Site URL field, enter https://INSTANCE_NAME.salesforce.com. To obtain INSTANCE_NAME, go to Setup → Company Settings → Company Information → find the Instance field. Click Save. The remote site is added. Please note that Salesforce requires My Domain for Lightning Experience users. In this case, set up My Domain and add one more remote site: Go to Setup → Security → Remote Site Settings. Click New Remote Site. In the Remote Site Name field, enter any name you like. In the Remote Site URL field, enter the URL of the user’s organization. The URL must include the top-level domain, e.g., .com. To obtain the URL of the user’s organization, in Salesforce Classic, go to the Home page and copy the URL, for example, https://organization-name-dev-ed.my.salesforce.com/ Click Save. The remote site is added. Also, make sure that the CTCLM and CTCLMEditor remote sites are active. Otherwise, some functionalities of the CT Presenter will not work properly. The CTCLMRD remote site should be active for the Remote Detailing functionality.","title":"Remote Site Settings","component":"ctmobile-ios","version":"3.0","name":"remote-site-settings","url":"/ctmobile-ios/3.0/admin-guide/remote-site-settings.html","titles":[]},"1597":{"id":1597,"text":"Extend the CT Mobile functionality by using feature accelerators—snippets. Snippets can be used only in custom CT Mobile apps. Snippets are the best practices that were Implemented into client projects and then converted into separate modules. Snippets are used to extend the standard CT Mobile functionality to make it even more flexible and advantageous taking into account business needs. Adding snippets to the custom CT Mobile does not require any programming. Also, we’re working on transferring some of these functionalities into the standard CT Mobile solution. The following snippets are available: Step By Step Visit","title":"Snippets: a Way to Extend CT Mobile","component":"ctmobile-ios","version":"3.0","name":"snippets-a-way-to-extend-ct-mobile","url":"/ctmobile-ios/3.0/admin-guide/snippets-a-way-to-extend-ct-mobile.html","titles":[]},"1598":{"id":1598,"text":"Enable the Start/Finish functionality to add the Start and Finish buttons to the Activity details screen. To enable the Start/Finish functionality: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: Calendar. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Turn on the Enable Activity Planning. Enable the Start/Finish Functionality. Select required options: Lock/Unlock Record If enabled, the Activity record will be available for editing only after tapping Start. When a mobile user taps Finish, the Activity becomes uneditable. Capture Geoposition If enabled, when a mobile user taps the Start button, the current geolocation will be written in the Activity Geolocation Field API Name field. Update Start/End Date Fields If enabled, when a mobile user taps the Start or Finish buttons, the Activity Start Date field and Activity End Date field will be updated. If you assign a CT Mobile Workflow to the Start or Finish buttons, the Capture Geoposition and Update Start/End Date Fields functionality will be disabled even if these settings are applied. Click Save. Go to CT Mobile Control Panel 2.0: Activities. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Switch on the Enabled toggle in the Start/Finish Functionality section. Select required options: Capture Geolocation when Activity is Started If enabled, when a mobile user taps the Start button, the current geolocation will be written in the Geolocation Field. Update Start/End Date when Starting/Ending Activity If enabled, when a mobile user taps the Start or Finish buttons, the Start Date field and End Date field will be updated. If you assign a CT Mobile Workflow to the Start or Finish buttons, the Capture Geolocation when Activity is Started and Update Start/End Date when Starting/Ending Activity functionality will be disabled even if these settings are applied. Allow to Leave Unfinished Activity If enabled, the mobile user will be able to leave the started Activity record and then come back to finish the Activity record. Lock Activities for Editing after Finishing If enabled, the Activity record will be available for editing only after tapping Start. When a mobile user taps Finish, the Activity becomes uneditable. Click Save. Now, the Start and Finish buttons are added to the Activity record screen. In CT Mobile Control Panel In CT Mobile Control Panel 2.0 The mobile user can leave the started Activity record when the Unfinished Activity Allowed field is selected on the corresponding Mobile Application Setup record. Select this option on the CT Mobile Control Panel: Calendar. The mobile user will be able to leave the started Activity record and then come back to finish the Activity record. The unfinished Activity records will be synchronized. To restrict the unfinished record synchronizing: Create the Started Activity checkbox with the default false value on the Activity object. Create the CT Mobile Workflow on the Start button to change the false value of the checkbox to true. Create the CT Mobile Workflow on the Finish button to change the true value of the checkbox to false. Add the validation rule, which will be triggered when the Started Activity checkbox will have the true value. For example, «We remind you that the activity will not sync until it is completed». The mobile user can leave the started Activity record when the Allow to Leave Unfinished Activity option is enabled. Select this option on the CT Mobile Control Panel: Activities. The mobile user will be able to leave the started Activity record and then come back to finish the Activity record. The unfinished Activity records will be synchronized. To restrict the unfinished record synchronizing: Create the Started Activity checkbox with the default false value on the Activity object. Create the CT Mobile Workflow on the Start button to change the false value of the checkbox to true. Create the CT Mobile Workflow on the Finish button to change the true value of the checkbox to false. Add the validation rule, which will be triggered when the Started Activity checkbox will have the true value. For example, «We remind you that the activity will not sync until it is completed». The setup is complete.","title":"Start/Finish Functionality","component":"ctmobile-ios","version":"3.0","name":"start-finish-functionality","url":"/ctmobile-ios/3.0/admin-guide/start-finish-functionality.html","titles":[{"text":"Enable the Start/Finish Functionality","hash":"h2_269218413","id":1},{"text":"Leave the Unfinished Activity/Allow to Leave the Unfinished Activity","hash":"h2_239706372","id":2}]},"1599":{"id":1599,"text":"Table of Contents System Label Deduplication A system label is a unique identifier of a record created on a mobile device. It helps to avoid duplicate records, or may be used as a criterion to run additional client logic. To write a unique identifier when a user creates or edits a record in the CT Mobile app, create a custom MobileId__c field for the desired offline objects. The identifier name is uniqID—a unique internal identifier of a record that remains unchanged regardless of how many devices the record has been modified on. The format: uniqID 39F9C16B-08D2-4B64-AFE5-F91508E53922 Duplicate records may be created during the sync process. When the internet connection is lost, the response may not receive on the mobile device whether records were inserted into Salesforce. Therefore, when a mobile user launches the synchronization again, the CT Mobile app sends records for which no response has been received, and the duplicate records may appear on the Salesforce side. When there is the MobileId__c field and a mobile user launches the synchronization again, the CT Mobile app checks the records on the Salesforce side and if there are records with the same value in the MobileId__c field, these records are excluded and only those that have not yet been sent to Salesforce are sent.","title":"System Label","component":"ctmobile-ios","version":"3.0","name":"system-label","url":"/ctmobile-ios/3.0/admin-guide/system-label.html","titles":[{"text":"System Label","hash":"h2_395000743","id":1},{"text":"Deduplication","hash":"h2_1445214913","id":2}]},"1600":{"id":1600,"text":"CT Mobile allows you to use emoji in titles, subtitles, and layouts to visualize record information. You can use emoji for better reading of essential information. Divide records by any parameter you need—divide Leads by territories, calculate the rep’s KPI, and more—and illustrate it. Add emoji code in a field with the Formula type to display it with the calculated value. use IF or CASE operator calculate either based on a specified value or using a complex formula based on several fields. You can use a single formula to illustrate the rep’s KPI and, e.g., Account rating. For example, see the customized Contact Priority formula from Sample Contact Management Formulas: IF(OR(ISPICKVAL(Account.Rating, \"Hot\"), CONTAINS(Title, \"Executive\")), \"P1,U+1F60E\", IF(OR(ISPICKVAL(Account.Rating, \"Warm\"), CONTAINS(Title, \"VP\")), \"P2,U+1F642\", IF(ISPICKVAL(Account.Rating, \"Cold\"), \"P3,U+1F641\", \"P3,U+1F641\") ) ) Or simply add emoji based on a value in the specified field: CASE(Account.Rating, \"Hot\", \"Hot,U+1F7E2\", \"Warm\", \"Warm,U+1F7E1\", \"Cold\", \"Cold,U+1F534\", \"Not Rated,U+26AA\") The full list of emoji codes is available here.","title":"Visualizing Information with Emoji","component":"ctmobile-ios","version":"3.0","name":"visualizing-information-with-emoji","url":"/ctmobile-ios/3.0/admin-guide/visualizing-information-with-emoji.html","titles":[]},"1601":{"id":1601,"text":"The CT Mobile app is in English by default and can be translated. The app language affects: Home Screen, Application Settings Screen, and modules UI elements buttons system pop-ups, such as app prompts. Use Translation Workbench to maintain translated values for metadata and data labels in your Salesforce org, for example, to translate fields, objects, related lists, etc. If the translation is absent, the label will be displayed. To add a translation into your language, contact the Customertimes team. Language CT Mobile Release 1.9.6 2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 2.9 Chinese (simplified) No Yes Yes Yes Yes Yes Yes Yes Yes Yes Chinese (traditional) Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Czech No Yes Yes Yes Yes Yes Yes Yes Yes Yes Danish No Yes Yes Yes Yes Yes Yes Yes Yes Yes Dutch No No No No Yes Yes Yes Yes Yes Yes English Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes French Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes French (Canada) No No No No No No No No No Yes German Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Hebrew Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Hungarian No No No No Yes Yes Yes Yes Yes Yes Italian Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Japanese No No No No No No No Yes Yes Yes Korean No No No No No No No Yes Yes Yes Norwegian Bokmål No Yes Yes Yes Yes Yes Yes Yes Yes Yes Polish No Yes Yes Yes Yes Yes Yes Yes Yes Yes Portuguese Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Russian Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Romanian No No No No No No No Yes Yes Yes Slovak No Yes Yes Yes Yes Yes Yes Yes Yes Yes Spanish Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Thai No No No No No No No Yes Yes Yes Turkish Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Ukrainian Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Vietnamese No No No No No No No Yes Yes Yes To display CT Mobile in the selected language: Select the language on the iPad. On the Salesforce side, select the language on the User record: Click View Profile in the upper right corner and select Settings. In My Personal Information section, select Language & Time Zone. Specify the Language field and click Save. Launch full synchronization. The CT Mobile app is displayed in the selected language. To rename modules and items in the left menu, go to Renaming UI Elements. To rename newly added custom fields, buttons, validation error messages, etc., use Translation Workbench.","title":"Application Language","component":"ctmobile-ios","version":"3.0","name":"application-language","url":"/ctmobile-ios/3.0/ct-mobile-solution/application-language.html","titles":[{"text":"Supported Languages","hash":"h2_282047267","id":1},{"text":"Select a Language","hash":"h2_997431141","id":2}]},"1602":{"id":1602,"text":"In the table below you can find the required versions of CT Mobile, CT Orders and CT Vision: CT Mobile version CT Orders Salesforce package version CT Vision Salesforce package version 2.6 CT Orders 24 R1 and lower CT Orders 24 R2 (if you do not use bundles) Any version lower than CT Vision 24 R1 2.7 CT Orders 24 R1 and lower CT Orders 24 R2 (if you do not use bundles) Any version lower than CT Vision 24 R1 2.8 CT Orders 24 R1 and lower CT Orders 24 R2 (if you do not use bundles) Any version lower than CT Vision 24 R1 2.9 and higher (future versions) CT Orders 24 R2 and higher CT Orders 24 R1 (if you do not use bundles) CT Vision 24 R1","title":"Compatible Versions of CT Mobile and Other Packages","component":"ctmobile-ios","version":"3.0","name":"compatible-versions-of-ct-mobile-and-other-packages","url":"/ctmobile-ios/3.0/ct-mobile-solution/compatible-versions-of-ct-mobile-and-other-packages.html","titles":[]},"1603":{"id":1603,"text":"Table of Contents CT Mobile Description Deployment Steps CT Mobile Package Installation CT Mobile Package Description Integration of CT Mobile with the Target System CT Mobile Solution Configuration CT Mobile App Installation CT Mobile app description Logging in to the CT Mobile app Synchronization in the CT Mobile app CT Mobile is provided as three connected components: The managed package is available on Salesforce’s AppExchange platform. The native CT Mobile app. The core of the CT Mobile app is designed to ensure offline operation for most of the standard and custom objects. The additional modules enhance the functionality. The set of available modules differs depending on the device platform and the CT Mobile app version. AWS for the CT Presenter functionality. CT Mobile is deployed in the following order: Install the CT Mobile package in your Salesforce organization. Integrate the CT Mobile package with the target system. Configure the CT Mobile solution. Install the CT Mobile app on your mobile device. Log in to the CT Mobile app and perform the first synchronization. Set up desired integrations, for example, with CT Orders, CT Sign, CG Cloud, etc. To find out more about integrations, go to Other modules availability and Integrations. CT Mobile package is available for the following Salesforce editions: Enterprise Unlimited Force.com Developer Performance CT Mobile is an add-on to Salesforce that is provided as an Appexchange ISV product and allows users to work with Salesforce offline. Follow the guide to install the CT Mobile package. After installation, set up remote site settings. UI Tools CT Mobile Control Panel is a tool to provide a clear and convenient UI for CT Mobile settings. It is based on Angular and REST API. Since the CT Mobile package version 4.0, you can use CT Mobile Control Panel 2.0 with more modern user interface and better performance. Application Editor is a tool to edit CLM presentations. For plain CLM presentations, the Plain Application Editor is in use. It is located on Azure infrastructure with Node.JS/Mongo DB. Geolocation Center is the core functionality to work with geolocation data. The administrator can view account geolocation, activity geolocation, and activity record details, and geo-trace mobile users in real-time in Salesforce. Notification Center is the core functionality for personal or mass sending PUSH messages to mobile users. Salesforce Metadata Salesforce metadata is responsible for the correct operation of CT Mobile workflows, lookup filters, and dashboards in offline mode. The CT Mobile app requests metadata using the Metadata API and the metadata archive and other APIs. Mobile App Settings Custom settings, custom metadata types, and the CTM Settings object are used to store profile and list type settings for CT Mobile app customization specified on the tabs of the CT Mobile Control Panel. Use the Refresh CTM Settings button to align consistency between CTM Settings and Custom Settings in case of errors. Components Apex classes and triggers are used for managing CLM presentations and the content publishing routine. Visualforce and Lightning components for UI Tools. Custom labels to provide multilingual support. The CT Mobile app is a solution that allows users to operate with the target system data in offline mode. The target system is a client Salesforce organization with the installed CT CPG or CT Pharma package. To create a relationship between CT Mobile package components and a client system: Fill out the Product Object API Name and Reference Object API Name fields on CT Mobile Control Panel: General, or Relate Contact to Multiple Accounts by Junction Object in CT Mobile Control Panel 2.0: General. Create the lookup field to the required Activity object on the Application Stats object. In the case of using several Activity objects, the relationship field has to be created for each of them. A field with the lookup type for the Activity object will be automatically created for each Activity object specified on the CT Mobile Control Panel: Calendar (or CT Mobile Control Panel 2.0: Activities). Create the lookup field to the specified Product object on the Application object. CT mobile allows identifying the records created or edited in the CT Mobile app. We kindly ask you to perform all customization via CT Mobile Control Panel / CT Mobile Control Panel 2.0 and set up a separate profile for a user who configures the system. The user should have the Modify All Data and Modify Metadata Through Metadata API Functions permission and access to all fields and objects. Assign the CT Mobile Administrator permission set that contains all required permissions listed above and access to all required Apex classes for the correct operation of the CT Mobile package and CT Mobile app. Assign the CT Mobile User permission set to all profiles of users who will work with the CT Mobile app. The CT Mobile solution provides offline record management and customized screen forms for the CT Mobile app to simplify and upscale the field sales force teams' work. In your Salesforce organization, you can: Customize the Home Screen. Add objects and modules to the main menu. Specify available offline objects (refer to CT Mobile Control Panel: Offline Objects / CT Mobile Control Panel 2.0: Offline Objects), custom related lists, list views, SOQL filters, lookup filters, and actions. Person Accounts are supported. Specify screen forms, such as compact layouts, mini layouts, mobile layouts, custom fields display, custom color settings, add the custom icon for the main tab of the record screen, and rename ui elements. Configure CT Mobile workflows (refer to CT Mobile Control Panel: Workflows or CT Mobile Control Panel 2.0: Workflows). Configure sync options, such as CT Mobile Replication, Conflict Manager, online record fetching, and quick record sync (refer to CT Mobile Control Panel: Offline Objects or CT Mobile Control Panel 2.0: Offline Objects). Configure Geolocation Center and Notification Center. Implement JS Bridge methods in CLM presentations and set up the Remote Detailing functionality. Before installation, read the technical requirements. To install the CT Mobile app, go to the article. Contact the Customertimes team if you want to use the custom CT Mobile build. The core version consists of all main functionality and a set of modules interacting with each other via the application interface. Core and Modules Go to CT Mobile OS Comparison to view the core functionalities and learn about the difference between the CT Mobile app on iOS, Windows, or Android devices. Status Indicator suggests to a user to perform a synchronization. Depending on the number of modified records, added attachments or the date of the last synchronization, the color of the indicator as well as the frequency of its flashing will change. Specify the logging level for saving sync logs of the CT Mobile app, which can be useful for the Customertimes Support team in case of issues with the mobile app. Application Settings are intended to manage additional functions and control individual options. Customization It is possible to implement a custom process with a code in the CT Mobile app. For Enterprise clients, the following options are available: changing the code of the existing core functionalities or any modules, provided in a standard CT Mobile package; implementing new functionalities and modules. The custom builds can be released as public or corporate applications. The customization impacts the maintainability and evolution of the solution. Log in to the CT Mobile app using your Salesforce credentials to a production environment, sandbox instance, or custom domain. CT Mobile is implemented with OAuth 2.0 and supports Single Sign-On. For the full functionality of CT Mobile on devices, it is necessary to allow CT Mobile access to certain data, e.g., geolocation data or access to the device gallery. After the first logging in, perform the first synchronization to download all data and metadata to the mobile device. The exchange of data between the CT Mobile app and Salesforce servers is performed via Salesforce API with no intermediate proxies or infrastructure. All data exchange is performed via 256-bit SSL connect, TLS1.2. All uploaded data is stored in separate temporary storage. The current database will be replaced after the synchronization is complete to avoid data discard if synchronization is interrupted. To learn more about the sync process and sync modes, refer to Synchronization.","title":"CT Mobile Description and Deployment","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-description-and-deployment","url":"/ctmobile-ios/3.0/ct-mobile-solution/ct-mobile-description-and-deployment.html","titles":[{"text":"CT Mobile Description","hash":"h2_1981964373","id":1},{"text":"Deployment Steps","hash":"h2_426184834","id":2},{"text":"CT Mobile Package Installation","hash":"h2_1760736937","id":3},{"text":"CT Mobile Package Description","hash":"h3_273727017","id":4},{"text":"Integration of CT Mobile with the Target System","hash":"h2_720612721","id":5},{"text":"CT Mobile Solution Configuration","hash":"h2_1575473858","id":6},{"text":"CT Mobile App Installation","hash":"h2_501372078","id":7},{"text":"CT Mobile app description","hash":"h3_2054069844","id":8},{"text":"Logging in to the CT Mobile app","hash":"h2_586849428","id":9},{"text":"Synchronization in the CT Mobile app","hash":"h2_1500017970","id":10}]},"1604":{"id":1604,"text":"Table of Contents Core functionality Authentication Synchronization Encryption Salesforce Metadata CTM Settings Monitoring and Logs Push Messaging CT Mobile Workflow Other Features Modules Planning Calendar Activity Management Custom related lists Search Routes Nearby Accounts Libraries Applications (Interactive presentations, CLM) JS Bridge Chatter Customizable Home Screen Other modules availability Customization Fields customization Layouts widgets Integration Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Basic via API with login, password, and security token Yes (optionally) Yes Yes Yes Yes OAuth 2.0 Yes Yes (optionally) Yes Since v.1.3 Yes (optionally) Single sign-on Yes Yes No No Yes Multi-user mode No Yes (optionally) No Yes Yes (optionally) Fingerprint recognition Yes (Touch ID) Yes No No Yes Face recognition Yes (Face ID) Yes No No Yes In-app password changing Yes No No No No Not available when using OAuth 2.0. In-app PIN code Yes No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Fast synchronization Yes Yes Yes Yes Yes Full synchronization Yes Yes Yes Yes Yes Mixed synchronization Yes No Yes Yes No Continue synchronization Yes No No Yes No Quick record synchronization Yes No No No No Synchronization under the CT Mobile Workflow rule Yes No No No No Sync Recovery Yes No No No No CT Mobile Replication Yes No Yes No No Conflict Manager Yes No No No No Online records fetching Yes No No No No Online one record fetching Yes No No Yes No Status Indicator Yes Yes Yes No Yes Sync metadata using administrator credentials Yes Yes Yes Yes Yes Sync metadata using ZIP archive(s) Yes No Yes Yes No Metadata checker Yes No No Yes No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Encrypted credentials Yes (iCloud Keychain) Yes (KeyStore) No Yes (PasswordVault) Yes Encrypted database No No No Since v.1.3 No For iOS devices, SQLCipher can be used as a custom encryption logic. Encrypted file storage No No No Since v.1.3 No Feature Tablet Phone iOS Android Android 2.0 Windows Android Application Language Selection Yes Yes Yes Yes Yes Basic field attributes (label, type, length, default field values) Yes Yes Yes Yes Yes Customized height for multiline fields with the Text Area (Rich) and Text Area (Long) type Yes No No No No Customized height for multiline fields with the Formula (String), Picklist, Text, or Text Area type Yes No No No No Customized height for multiline fields with the Formula type No Yes No No Yes Special characters are supported in fields with the Text Area (Rich) type Yes No No No No HTML tags are supported in Read-Only fields with the Text Area and Text Area (Rich) type on the record layout Yes No No No No Emoji support in titles and subtitles, layouts, and related lists Yes No No No No Lookup filters Yes Yes Yes Yes Yes Roll-up summary fields Yes Yes Yes Yes Yes Field dependency and dependent picklists Yes Yes No Yes Yes Offline formulas Yes Yes Yes Yes Yes Offline validation rules Yes Yes Yes Yes Yes Offline dashboards Yes No No No No Encrypted fields support Yes No No No No Compact layouts Yes Yes Yes Yes Yes Search layouts for each object Yes No Yes Yes No Page layouts and mobile layouts Yes Yes Yes Yes Yes List views Yes Yes Yes Yes Yes Create, edit, and delete list views in the CT Mobile app Yes No No No No Detailed list views Yes No No Since v.1.3 No Record Type Tablet Phone iOS Android Android 2.0 Windows Android Activity No No No No No Calendar No No No No No Color Settings No No No No No Credentials No No No No No Custom Related List No No No No No Link List No No No No No Main Settings No No No No No Mapping No No No No No Menu Yes No No Since v.1.3 No Mini Layouts No No No No No Offline Objects Yes No No Since v.1.3 No Remote Detailing No No No No No Standard Related List Yes No No Since v.1.3 No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Log errors and system actions Yes No Yes Yes No Debug Level Yes Yes Yes Yes Yes Sending sync logs (automatic) Yes No No Yes No Sending sync log to Salesforce (manually) Yes No No Yes No Export database dump to Salesforce Yes No No Yes No Export database dump to support team by email Yes No Yes Yes No CT Mobile Android 2.0 users can save the database archive on a mobile device. Import database dump Yes No No Yes No Root access Yes (jailbreak) No No No No Log geolocation in background mode Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Notification Center Yes No No Since v.1.3 No Geolocation Center Yes No No Since v.1.3 No Custom push notifications (e.g., Chatter push notification) Yes No No Since v.1.3 No Feature Tablet Phone iOS Android Android 2.0 Windows Android Button Triggers (workflow on button click) Yes No No No No CRUD Triggers (workflow on CRUD functions) Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Configuring the main menu Yes Yes Yes Yes Yes Mini layouts Yes Yes Yes Yes Yes Grouping records Yes Yes Yes Yes Yes Application theme Yes Yes Yes Yes Yes Title and Home patterns Yes No Yes No No Color settings Yes Yes Yes Yes Yes Image Quality Yes Yes No No Yes Demonstration Mode Yes No No No No Show field hints Yes Yes Yes No Yes Tutorial mode Yes No No No No Send diagnostic data Yes No No No No On-demand files downloading in Notes & Attachments Yes No No No No Device lock screen widget Yes No No No No Person Accounts Yes Yes Yes Yes Yes Customizable reference object Yes Yes Yes Yes Yes Multiple currencies support Yes Yes Yes Yes Yes The Determine Location button on Accounts and Activity objects Yes Yes Yes No Yes Attach photos to Accounts, Contacts, and Activity objects Yes Yes Yes Yes Yes Attach files to specified offline objects and Filtering files to upload during synchronization by the last creation date Yes No No No No Downloading entire files or only previews Yes No No No No Back and forward buttons Yes Yes Yes Since v.1.3 Yes Email Templates Yes No No No No Ability to change the width of the menu or a record list No No Yes No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Multiple object support Yes Yes Yes Yes Yes Hierarchical view of Accounts with linked Contacts in the left menu Yes No No Yes No The month view Yes Yes Yes Yes Yes The week view Yes Yes Yes Yes Yes The day view Yes Yes Yes Yes Yes Resize the calendar view No No Yes No No The first day of the week, the first workday, the last workday Yes No No Yes No Hide or display weekends Yes No Yes Yes No Customizable visible working hours Yes Yes No Yes Yes Set the default activity duration Yes Yes Yes Yes Yes Customize activity duration Yes Yes No Yes Yes All-day slot Yes Yes No Yes Yes The Plus button to create an Activity Yes No Yes Yes No Create an Activity with a long tap Yes Yes No Yes Yes Drag and drop an Activity to the calendar greed Yes Yes Yes Yes Yes Drag and drop several records to create multiple Activities Yes No No Yes No Mass Actions: Copy, Move, and Delete Yes Yes No Yes Yes The pop-up with additional information on an Activity Yes Yes Yes Yes Yes Calendar agenda while working with custom Date/Time field during creating new Activity Yes No No No No The Today button Yes Yes Yes Yes Yes Salesforce Holidays Yes No No No No Recurring the standard Event object No No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Multiple object support Yes Yes Yes Yes Yes The Start/Finish functionality Yes Yes Yes No Yes The Start/Finish functionality: capture geoposition Yes Yes No No Yes The Start/Finish functionality: update Start/End Date fields Yes Yes Yes No Yes The Start/Finish functionality: lock/unlock records Yes Yes Yes No Yes The ability to switch from the unfinished Activity to other CT Mobile screens Yes No No No No Historical activities Yes No No No No Timeline view Yes No No Since v.1.3 No Feature Tablet Phone iOS Android Android 2.0 Windows Android Custom related tab on a record detail screen Yes Yes Yes Yes Yes The SOQL filters switch to display only the filtered records Yes No No Yes No Customizable columns width Yes No No No No Barcode scanner Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Global Search Yes Yes Yes No Yes Search in the list of records Yes Yes Yes Yes Yes Search operators (*,?) Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Offline routes Yes No No No Yes Route optimization Yes Yes Yes Yes Yes Use current location Yes Yes Yes Yes Yes Route by car or on foot Yes Yes Yes Yes No Directions Yes Yes Yes Yes Yes Multiple map types Yes Yes Yes Yes Yes Traffic information No No No Yes No Historical routes Yes No Yes No No Apple Maps Yes No No No No Google Maps Yes Yes Yes No Yes Bing Maps No No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Use current location Yes Yes Yes Yes Yes Multiple map types Yes Yes Yes Yes Yes Multicolor waypoints for objects Yes No Yes Yes No Create an activity on the map Yes Yes Yes Yes Yes Apple Maps Yes No No No No Google Maps Yes Yes Yes No Yes Bing Maps No No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Additional information for files Yes No No Yes No Folders Yes No Yes Yes No Opening files Yes No Yes Yes No Send files via email Yes No Yes No No Send files using email templates Yes No No No No Background download Yes No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Custom Scenarios Yes Yes No Yes Yes Mobile scenario editor Yes No No Yes No Branches Yes No No Yes No In-app scenario generator based on slide rating Yes No No No No Favorite CLM presentations Yes Yes No Yes No Slides tab Yes Yes No Yes No The Available Offline attribute of a CLM presentation Yes No No Since v.1.3 No The Fixed attribute of a slide Yes No No Yes No The Attachments tab Yes Yes No Yes No Send slides via email Yes Yes No No No Send slides using email templates Yes Yes No No No The Statistics screen when exiting the CLM presentation Yes Yes No No No Attach statistics to an existing activity Yes Yes No Yes No Attach statistics to the created activity Yes Yes No Yes No The PDF generator Yes Yes No No No Switch between standard and custom application scenarios Yes No No No No Reload the current slide with the rotate gesture Yes No No No No Likes/Dislikes gestures Yes Yes No Yes No Multitasking during an Activity Yes No No Since v.1.3 No The Remote Detailing functionality Yes No No Yes No If the video is not in use, the presenter and participants can join the Remote Detailing meeting via Safari on their iPhone. The CT Presenter app Yes No No No No This application is an outdated solution. It is recommended that you use the Safari browser. ARKit models Yes No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Create records: ctm.create Yes Yes No Yes No Update records: ctm.update Yes Yes No Yes No Query records: ctm.query Yes Yes No Yes No Delete records: ctm.delete Yes Yes No Yes No Switch between slides using the href attribute Yes Yes No Yes No Start fast sync: ctm.sync Yes Yes No No No Camera access: ctm.photo Yes Yes No No No Custom data tables according to related record: ctm.openDataTableByParentRecord Yes No No No No Custom data tables according to SOQL query: ctm.openDataTableByQuery Yes No No No No Quiz launch: ctm.openQuiz Yes No No No No PDF generation: ctm.generatePDF Yes No No No No Open QR Code: ctm.openQRScanner Yes No No No No Markup labels Yes Yes No Yes No Opening attached files Yes Yes No Yes No Like / Dislike: ctm.like / ctm.dislike Yes Yes No Yes No Exit from the CLM-presentation: ctm.autoExitPresenter Yes No No Yes No Disable slide scroll: ctm.disableSlideScroll Yes No No No No Enable slide scroll: ctm.enableSlideScroll Yes No No No No Obtain the path to the file: ctm.getFile Yes No No Yes No Save attachments: ctm.storeFile Yes No No Yes No The transition from the CLM presentation display to Sales Order: ctm.createSalesOrderWithAnimations Yes No No No No Activate gathering statistics of the CLM presentation: ctm.customStats Yes No No No No skipTenPercent Yes No No No No playVideo Yes No No No No getJSValues Yes No No No No ctm.setOptions No No No Yes No CTAPPgoToSlide Yes No No Yes No CTAPPgoToFirst Yes No No Yes No CTAPPgoToNext Yes No No Yes No CTAPPgoToPrevious Yes No No Yes No Sound recording: CTAPPstopRecordingAudio Yes No No No No Sound recording: CTAPPstartRecordingAudio Yes No No No No CTAPPNewRecord Yes No No No No CTAPPturnOnAudio No No No No No The Remote Detailing and Self Detailing functionality. CTAPPturnOffAudio No No No No No CTAPPturnOnVideo No No No No No CTAPPturnOffVideo No No No No No Secure query records: ctm.secureQuery No No No No No Define the meeting type: ctm.getAppEnv No No No No No Define the user role: ctm.getUserType No No No No No Define the Id of the Activity record: ctm.getVisitId No No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android Group feeds Yes Yes No Yes Yes Record feeds Yes Yes No Yes Yes Posts and comments Yes Yes No Yes Yes Likes Yes Yes No Yes Yes Attachments Yes Yes No Yes Yes Avatars Yes Yes No Yes Yes Instant post sending Yes No No Yes No Push notifications Yes Yes No Since v.1.3 Yes On-demand attachments downloading to posts Yes Yes No Yes Yes Polls No No No No No The SOAP API limitation is applied to iOS devices. @mention No No No Since v.1.3 No The SOAP API limitation is applied to iOS devices. Feature Tablet Phone iOS Android Android 2.0 Windows Android Offline charts based on Reports Yes No No No No Offline charts based on Dashboards Yes No No No No Calendar carousel widget Yes Yes No Yes Yes Customizable All activities per day hint on the calendar widget Yes No No No No Carousel of CLM presentations Yes Yes No Yes No Logo Yes Yes Yes Yes Yes 4 tapes to refresh Home Screen Yes No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android CG Cloud Yes No No Since v.1.3 No Lead Convert (online) Yes No No No No The REST API limitation is applied to Windows devices. Opportunity management Yes Yes Yes No Yes Support multiple currencies and price books. Quote management No No No No No Recent Items Yes Yes No No No Dashboards (online) Yes No Yes Yes No Quizzes Yes No No No No Links Yes No No Yes No Feature Tablet Phone iOS Android Android 2.0 Windows Android Extending field without a label Yes No No No No Slider for a field with currency, percentage, and numeric type Yes No No No No \"+/-\" controls for a field with currency, percentage, and numeric type Yes No No No No Limitation of Date/DateTime fields Yes No No No No Combobox for custom fields Yes No No No No Columns width for standard and custom related lists Yes No No No No Feature Tablet Phone iOS Android Android 2.0 Windows Android Maps Yes Yes Yes Yes Yes Dashboards Yes No No No No Applications Yes Yes No Yes Yes Chatter feed Yes Yes No Yes Yes QR code Yes Yes No No Yes Interactive presentation embedded into record layout No No No No No Feature Tablet Phone Comment iOS Android Android 2.0 Windows Android CT Orders Yes No No Since v.1.3 No A streamlined order-taking process via a user-friendly interface is enhanced with the complexity of ERP price calculation and CRM flexibility. CT Sign Yes No No Since v.1.3 No Create and sign documents offline and online with a handwritten or legally binding signature. CT Vision IR Yes No No No No An image recognition tool is used to calculate shelf KPIs, gather information about the company and competitor products. CT Vision Lite Yes No No No No A comprehensive solution to process photos. Includes the server application responsible for storing photos without recognition, managing them by tags and shelves, planning the number of photos to take for the shelf. In-app browser Yes Yes Yes Yes Yes Device calendar Yes (iCal) No No No No Store photos in the device gallery Yes No Yes No No Attach files from device to Salesforce records Yes Yes Yes No No Attach a photo (from the device gallery or take a photo) Yes Yes Yes Yes Yes Multitasking Yes No No No No Since CT Mobile for iOS 2.6, the app supports Split View and Slide Over multitasking types. Note the following: We do not guarantee that screens adapted for landscape orientation will display correctly in portrait orientation. In future releases, we will add a warning to prevent such screens from being used in portrait orientation. We cannot limit the minimum percentage of screen area in Split View mode and recommend using at least 75% of the screen to work with CT Mobile. Salesforce Maps Yes No No No No Salesforce SOS No No No No No","title":"CT Mobile OS Comparison","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-os-comparison","url":"/ctmobile-ios/3.0/ct-mobile-solution/ct-mobile-os-comparison.html","titles":[{"text":"Core functionality","hash":"h2_84720702","id":1},{"text":"Authentication","hash":"h3_55841322","id":2},{"text":"Synchronization","hash":"h3_810150278","id":3},{"text":"Encryption","hash":"h3_1650481881","id":4},{"text":"Salesforce Metadata","hash":"h3_559203458","id":5},{"text":"CTM Settings","hash":"h3_196313523","id":6},{"text":"Monitoring and Logs","hash":"h3_2086756216","id":7},{"text":"Push Messaging","hash":"h3_1735794938","id":8},{"text":"CT Mobile Workflow","hash":"h3_2013990626","id":9},{"text":"Other Features","hash":"h3_2042797947","id":10},{"text":"Modules","hash":"h2_1468882933","id":11},{"text":"Planning Calendar","hash":"h3_1868937389","id":12},{"text":"Activity Management","hash":"h3_1865396414","id":13},{"text":"Custom related lists","hash":"h3_1580657987","id":14},{"text":"Search","hash":"h3_656259478","id":15},{"text":"Routes","hash":"h3_735612696","id":16},{"text":"Nearby Accounts","hash":"h3_295983841","id":17},{"text":"Libraries","hash":"h3_722835965","id":18},{"text":"Applications (Interactive presentations, CLM)","hash":"h3_2060809199","id":19},{"text":"JS Bridge","hash":"h3_1801753150","id":20},{"text":"Chatter","hash":"h3_1044166797","id":21},{"text":"Customizable Home Screen","hash":"h3_1518939859","id":22},{"text":"Other modules availability","hash":"h3_839939660","id":23},{"text":"Customization","hash":"h2_1840437629","id":24},{"text":"Fields customization","hash":"h3_1833068094","id":25},{"text":"Layouts widgets","hash":"h3_1310621620","id":26},{"text":"Integration","hash":"h2_303479492","id":27}]},"1605":{"id":1605,"text":"СT Mobile is a mobile app for field sales reps and agents. It is native to Salesforce and provides full Salesforce offline functionality along with an advanced interactive Digital Sales Aid, otherwise referred to as Closed Loop Marketing (CLM). A combination of Salesforce offline features and interactive customer engagement makes CT Mobile a disruptive sales tool, boasting all main sales KPIs, such as sales close rate, customer loyalty, lead-to-cash time, etc. Supported Releases CT Mobile Description and Deployment Technical Requirements for Devices and Network Recommended Load Values for the CT Orders Module Recommendations for Object and Field API Names and Page Layouts Application Language Compatible Versions of CT Mobile and Other Packages CT Mobile OS Comparison For your convenience, we prepared a guide in the following format: In the News section, we share with you the latest CT Mobile updates, release notes, and Salesforce updates that affect our CT Mobile solution. Getting Started is a peek into the CT Mobile setup. The articles are arranged in order from installation to customization. Follow the steps in the article to set up the CT Mobile app. Administrator Guide is a complete CT Mobile guide intended to introduce all CT Mobile settings on the Salesforce side and how to configure functionality available in the CT Mobile package. The Mobile Application section describes the settings and functionalities available in the CT Mobile app. The CT Presenter section is intended to familiarize you with creating, managing, and displaying CLM presentations in the CT Mobile app or through a co-browsing session. The latest version of CT Mobile iOS is 3.0.","title":"About CT Mobile Solution","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-mobile-solution/index.html","titles":[]},"1606":{"id":1606,"text":"For the stable performance of the CT Orders module in the CT Mobile iOS application, the following load values are recommended: Catalogs: 1500 product per each catalog (excluding bundles) Orders: 500 products per each order (for 1 delivery) 30000 commercial conditions, including records of the following objects: Calculated Discounts Condition Levels Condition Groups Calculation Types Conditions Condition Dependencies","title":"Recommended Load Values for the CT Orders Module","component":"ctmobile-ios","version":"3.0","name":"limitations-for-the-ct-orders-module","url":"/ctmobile-ios/3.0/ct-mobile-solution/limitations-for-the-ct-orders-module.html","titles":[]},"1607":{"id":1607,"text":"The three latest releases of CT Mobile for iOS are supported—currently CT Mobile 2.8, 2.9, and 3.0. Also, the three latest iOS versions are supported. Critical and High priority product bug fixes are delivered in supported CT Mobile versions and available in future CT Mobile releases. Medium and Low priority product bug fixes will only deliver in future CT Mobile releases. Please acknowledge that starting from June 2024, CT Mobile 2.6 will no longer be supported.","title":"Supported Releases","component":"ctmobile-ios","version":"3.0","name":"supported-releases","url":"/ctmobile-ios/3.0/ct-mobile-solution/supported-releases.html","titles":[]},"1608":{"id":1608,"text":"We strongly recommend upgrading the CT Mobile app at least once every 12 months to prevent incompatibility with the cumulated OS or core CT Mobile changes. CT Mobile is available for iPad. The three latest CT Mobile iOS releases are supported. The latest version of CT Mobile iOS is 3.0 (refer to its release notes to know more). Since iOS 26 was released on September 15th, 2025, the supported iOS versions for CT Mobile have changed to 17, 18, and 26. Technical requirements for currently supported versions: CT Mobile Release Devices Minimum iOS version Minimum API version 3.0 While using high-load environment (for example, CT Orders module, and/or complex CLM presentations with HTML5 and a large amount of slides), we recommend to use iOS devices starting from: iPad (9th generation) iPad Air (4th generation) iPad mini (6th generation) iPad Pro (11-inch 3rd generation) 17 52 2.9 2.8 Starting from: iPad Air 2 iPad mini (4th generation) iPad 5th generation (9.7–inch) iPad Pro (10.5–inch) Technical requirements for unsupported versions: CT Mobile Release Devices Minimum iOS version Minimum API version 2.7 Starting from: iPad Air 2 iPad mini (4th generation) iPad 5th generation (9.7–inch) iPad Pro (10.5–inch). 17 52 2.6 14 2.5 Starting from: iPad (5th generation) iPad mini (5th generation) iPad Pro (10.5–inch). 2.4 12 50 2.3 N/A 2.2 11 2.1 10 1.9.6 We do not guarantee the correct operation of the CT Mobile app on macOS devices with the Apple M1 system on a chip. However, you can install CT Mobile on these devices. In the App Store, you will see the following message: Designed for iPad. Not verified for macOS. We do not guarantee the correct operation of the CT Mobile app on iPhone. We do not guarantee the correct operation with physical keyboards, mice, or other devices in the CT Mobile app. Currently, Dark Mode is not supported. CT Mobile on older hardware may have a slower response. Since version 2.6, CT Mobile supports Split View and Slide Over multitasking types. Note the following: We do not guarantee that screens adapted for landscape orientation will display correctly in portrait orientation. In future releases, we will add a warning to prevent such screens from being used in portrait orientation. We cannot limit the minimum percentage of screen area in Split View mode and recommend using at least 75% of the screen to work with CT Mobile. Synchronization is possible on very slow lines (9,600kbs) but takes more time. The communication line must not have interruptions of high packet loss as it may result in timeouts of Salesforce API. More content increases the synchronization time and responsiveness of the application. We recommend limiting the number of offline records to 30,000 records on devices.","title":"Technical Requirements for Devices and Network","component":"ctmobile-ios","version":"3.0","name":"technical-requirements-for-devices-and-network","url":"/ctmobile-ios/3.0/ct-mobile-solution/technical-requirements-for-devices-and-network.html","titles":[{"text":"iOS Devices","hash":"h2_326998836","id":1},{"text":"Limitations","hash":"h3_1039046855","id":2},{"text":"Requirements for Internet Connection","hash":"h2_1498128754","id":3}]},"1609":{"id":1609,"text":"The Attachment section on the Application record is used to store: .jpeg,.pdf, .html, etc., which can be used from within CLM presentation and should be specified in the Slide markup. project files in the ZIP archive(s). Attachment requirements for ZIP archives: The file size should be no more than 25 MB. If the attachment is larger than 25 MB, it should be split into several ZIP archives. The file extension for ZIP archives should be .zip with the source’s name. The available formats: the sources[n].zip format, where [n] is the number of the archive part, starting from 1. for convenience of use, it is possible to use the 7-Zip utility program to create and automatically divide archives into parts of less than 25 MB in the sources.zip.00[n] format, where [n] is the number of the archive part, starting from 1. Even if the attachment limit is extended by Salesforce support, there is no way to overcome the file size limit of 25 MB. To attach a file to the CLM presentation: Go to the Applications tab. Click the required CLM presentation. Drop the file in the Attachments section. For ZIP archives, click Renew Slides to recalculate all the slides and make them consistent with templates and widgets. For .jpeg,.pdf, .html, etc., specify the code in the Slide markup. Click Publish Application to upload an updated CLM presentation during fast or mixed synchronization. The file is added.","title":"Attach Files to CLM Presentation","component":"ctmobile-ios","version":"3.0","name":"attach-files-to-clm-presentation","url":"/ctmobile-ios/3.0/ct-presenter/attach-files-to-clm-presentation.html","titles":[]},"1610":{"id":1610,"text":"There is a list of management tools to control CLM presentations: The Application module, Carousel of CLM presentations on the mobile layout and Home Screen. Gestures Button controls Opening Attached files Changing Slides JS Bridge methods The Remote Detailing functionality. The UI of the Remote Detailing functionality is adapted for the co-browsing session. The presenter UI is intended to show slides and enable remote controls for participants, such as, like/dislike slides, stream video, calls, etc. The participant’s UI is adapted according to the presenter’s choice. Additionally, the following is available: JS Bridge methods Changing Slides Slides from one or several CLM presentation(s) may be organized in the branches, and each branch will be launched depending on the choice of the user. Double tap at the bottom of the screen to display slides in a branch for rapid switching between the slides. To jump to another branch, use one of the JS Bridge methods for navigation. For example, the presentation may include a home page that contains buttons for navigating through the presentation. On this slide, a user can choose what path of the presentation to take by tapping one of the headers. Each slide should have a unique order number. It is recommended to number branches as 0, 1, 2, etc., and number slides as 01, 02, …, 11, 12, etc., where a first number is a branch number, and a second is an order slide number in this branch.","title":"Navigation in CLM Presentations","component":"ctmobile-ios","version":"3.0","name":"clm-navigation-in-clm-presentations","url":"/ctmobile-ios/3.0/ct-presenter/clm-navigation-in-clm-presentations.html","titles":[{"text":"Branches","hash":"h2_21685430","id":1}]},"1611":{"id":1611,"text":"Go to Mobile Scenario Editor to learn more about how to create a custom scenario in the CT Mobile app. Custom Scenario Editor is intended to create and edit the custom scenarios of CLM presentations in Salesforce. To create a custom scenario: Go to Applications → click the required Application record. In the Custom Scenario section: Click Create to add a new scenario using the Custom Scenario Editor. Click Edit next to the scenario to edit its details. Click the icon to edit the scenario using the Custom Scenario Editor. Click Delete next to the scenario to delete it. The Custom Scenario Editor opens. Add the required slides. If some slides are not properly shown, renew them. Click the arrow next to the Save scenario button. Click Create if you add the new scenario; Click Save if you edit the existing scenario. In the new window: In the Create field, select a new scenario or a new CLM presentation. In the Presentation field, select the presentation to save the scenario. The field is not in use if you create a new CLM presentation. In the Scenario name field, specify the custom scenario name; Enable the Favorite checkbox to add the scenario to favorites. Click Create. The custom scenario is added. Launch full synchronization to download it to the mobile device.","title":"Custom Scenario Editor","component":"ctmobile-ios","version":"3.0","name":"custom-scenario-editor","url":"/ctmobile-ios/3.0/ct-presenter/custom-scenario-editor.html","titles":[]},"1612":{"id":1612,"text":"Table of Contents Add Button to the Layout Create PDF Use the Download as PDF button to quickly save several CLM presentations in PDF format. Each CLM presentation will be saved as a single PDF file with a slide per page. The PDF file format: ApplicationName (ApplicationVersion).pdf. The created PDF will be saved in the Owned by Me section on the Files tab. To add the button to the Applications tab: Go to Setup → Application → Search Layouts for Salesforce Classic. Click Edit next to List View. In the Custom Buttons section, move Download as PDF to Selected Buttons. Click Save. The button is added. To create PDF files with CLM presentations: Go to the Applications tab. Open the required list view. Select CLM presentations to convert into PDF. Click the Download as PDF button. The CLM presentations are converted into PDF files and available in the Owned by Me section on the Files tab.","title":"Download CLM Presentations as PDF","component":"ctmobile-ios","version":"3.0","name":"download-clm-presentations-as-pdf","url":"/ctmobile-ios/3.0/ct-presenter/download-clm-presentations-as-pdf.html","titles":[{"text":"Add Button to the Layout","hash":"h2_1318785425","id":1},{"text":"Create PDF","hash":"h2_1417760844","id":2}]},"1613":{"id":1613,"text":"CT Presenter is a cloud app that provides Digital Sales Aid functionality for mobile devices, also known as CLM (Closed Loop Marketing). It can be used to facilitate interactions between sales presenters and customers (HCPs, buyers) to achieve the most engaging user experience. This guide is intended for UI/UX and content designers, CLM-, CRM-, brand managers, and technical teams, who are responsible for selecting, managing, and creating visual aids and CLM presentations. About CT Presenter Test CLM Presentations Creating CLM Presentation Custom Scenario Editor Attach Files to CLM Presentation Publishing CLM Presentations Sharing CLM Presentations Navigation in CLM Presentations Download CLM Presentations as PDF JS Bridge API The Remote Detailing Functionality CT Presenter enables client-facing interactions using CLM presentations via various channels. CLM presentations can include interactive product presentations, educative and training materials, videos, references, links to external websites, mini-applications for trade & retail audits, contract visualization, etc. As CT Presenter is tightly integrated with CT Mobile, CLM presentations can interact with the mobile offline database of the CT Mobile app using read/write access to CRM data. In CLM presentations, images, videos, and attached PDFs can be used from the existing media libraries. For example, it is possible to develop complex CLM presentations based on HTML5 for product presentation along with retail audit and order taking. It will be a visually and functionally advanced presentation, which can provide a full “route map” of a visit and support with interactive tools for the actions that are needed to take during the call. CLM presentations are structured within the Salesforce data model and store HTML5 content and related resources in the Salesforce database. CT Presenter provides the data model and tools for CLM-presentations tracking and usage analysis for further improvement, e.g., shown slides, duration of every slide shown, clicks, etc. As all the statistics of content usage are stored in the Salesforce database, it is easy to run reports and develop integrated reports on CRM + CLM performance indicators of the reps.","title":"CT Presenter","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/index.html","titles":[{"text":"Integrated CLM and CRM","hash":"h2_741641000","id":1}]},"1614":{"id":1614,"text":"Table of Contents Applications Tab Renew Slides Application Editor Tab When all the necessary information is placed on slides and widgets, the CLM presentation is ready to publish. Publication of the CLM presentation is a confirmation for all changes to be visible to the users of the CT Mobile app and a command for the CT Mobile app to upload an updated CLM presentation. To publish a CLM presentation: Go to the Applications tab. Click the required CLM presentation. Click the Publish Application button. Click the Forced Load Date field and select the appropriate date. Click Save. After the publication is confirmed, the CLM presentation is marked as Active, and the current version of the CLM presentation is updated. During fast or mixed synchronization, the CT Mobile app compares the current version of the CLM presentation with the one previously saved. If any discrepancies are found, only those slides and attachments will be loaded that have been updated after the last synchronization. In case of the future date is set in the Forced Load Date field on the CLM presentation record, the CT mobile app asks the current user to download the CLM presentation or not. In the case of the past date or an empty value being set in the Forced Load Date field, the CLM presentation will be downloaded. To view slides in the navigation feed on the Applications module, on the mobile layout of a record, Home Screen, or during a co-browsing session with the Remote Detailing functionality, it is necessary to take slide screenshots. The Renew Slides functionality creates or replaces the screenshots, for example, if some information was changed or the animation was added. Taking a slide screenshot with a delay helps to capture all animating details. Also, if you want to enable or disable the Available for Download option, use the Renew slides function to apply this option. The CT Mobile app takes screenshots if they have not been taken. Currently, the screenshots of slides that use the following HTML features are taken incorrectly: csstransforms3d WebGL geolocation indexeddb video audio The process of preparing slide screenshots may take up to 10–15 minutes, depending on the current service load. To renew slide screenshots: If the required remote sites are not activated, slides will not be updated and the error message will be shown. Go to the Applications tab. Click the required CLM presentation. Click the Renew Slides button. Select the delay: 3, 7, or 15 seconds. Click OK. Slides screenshots will be replaced. Wait for 2–3 minutes to publish the CLM presentation. If an error occurs, check the numbering and order of slides and branches. To publish a CLM presentation right through the Application Editor: On the Application Editor tab, select the required CLM presentation. Click the Publish button. Select the Forced Load date from available values such as immediately, in 3, 7, or 15 days. Click the Publish button. After the publication is confirmed, the CLM presentation is marked as Active, and the current version of the CLM presentation is updated. During fast or mixed synchronization, the CT Mobile app compares the current version of the CLM presentation with the one previously saved. If any discrepancies are found, only those slides and attachments will be loaded that have been updated after the last synchronization. In case of the future date in the Forced Load Date field on the CLM presentation record, the CT mobile app asks the current user to download the CLM presentation or not. In the case of the past date or an empty value being set in the Forced Load Date field, the CLM presentation will be downloaded.","title":"Publishing CLM Presentations","component":"ctmobile-ios","version":"3.0","name":"publishing-clm-presentations","url":"/ctmobile-ios/3.0/ct-presenter/publishing-clm-presentations.html","titles":[{"text":"Applications Tab","hash":"h2_1149854286","id":1},{"text":"Renew Slides","hash":"h3_1098755975","id":2},{"text":"Application Editor Tab","hash":"h2_104022594","id":3}]},"1615":{"id":1615,"text":"You can share any CLM presentation in any available way in your iOS: Open a CLM presentation. Tap on the right side. In the pop-up menu, tap on the icon. Select slides of the CLM presentation that you want to share. Tap on Send selected. Choose desired sharing method. If you select Mail as sharing method, you can use Email templates. Please note that if a third-party mail client (like MS Outlook) is set as default in your iOS settings, the recipient’s address will not be inserted automatically. Please copy and paste it manually.","title":"Sharing CLM Presentations","component":"ctmobile-ios","version":"3.0","name":"sharing-clm-presentations","url":"/ctmobile-ios/3.0/ct-presenter/sharing-clm-presentations.html","titles":[]},"1616":{"id":1616,"text":"Create test CLM presentations to get familiar with how to implement the JS Bridge methods and media into a slide markup. Refer to JS Bridge Methods Availability to see which JS Bridge methods are available for use based on the device platform. To add test CLM-presentations: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: General. In the top right corner, click Create Demo App. Go to the CT Mobile Control Panel 2.0: Remote Detailing. On the right, click Create Demo Presentations. CLM presentations are added. Go to Applications to view the created CLM presentations. CT Mobile JS API Use this CLM-presentation as an example of how to implement the following JS Bridge methods: ctm.create ctm.update ctm.delete ctm.query ctm.openDataTableByParentRecord ctm.openDataTableByQuery ctm.openQRScanner ctm.openQuiz ctm.getFile ctm.storeFile Demo Presentation Use this CLM-presentation as an example of how to interact with the elements, such as video or widgets, and how to create a PDF based on a slide.","title":"Test CLM Presentations","component":"ctmobile-ios","version":"3.0","name":"test-clm-presentations","url":"/ctmobile-ios/3.0/ct-presenter/test-clm-presentations.html","titles":[]},"1617":{"id":1617,"text":"Table of Contents Profiles Set Up a New Profile Permission Sets and Permission Set Groups Required Permission Sets Sharing Rules Restriction Rules Profile settings may be displayed in usual and enhanced mode. CT Mobile users should be divided by their roles, for example, admins, supervisors, and field forces. For this purpose, define profiles for various user types and assign permission sets or use permission set groups to extend user access. Also, manage sharing rules to define access exceptions. We kindly ask you to set up a separate profile for a user who configures the system. The user should have the Modify All Data and Modify Metadata Through Metadata API Functions permissions and access to all fields and objects. To use the mobile logo, a mobile user should have access to the Documents folder. Please check the following: At least permission to read the Documents object is assigned to the mobile user. At least permission to read and edit the Documents object is assigned to the administrator. The CT CLM folder is accessible by all users. A profile is an array of settings and permissions that define what a user can do in the CT Mobile app. A profile controls object permissions, field permissions, user permissions, tab settings, app settings, Apex class access, Visualforce page access, page layouts, record types, login hours, and login IP ranges. A profile can be assigned to many users, but a user can be assigned to a single profile at a time. A user’s profile should be specified on some CT Mobile Control Panel tabs to define the required user’s permissions. There are two types of profiles: Standard profiles are provided by default. These profiles cannot be deleted. Custom profiles are user-defined profiles. These profiles can be deleted if no users are assigned to them. Define profiles by the user’s function. You can create and assign a new profile to a user or change the profile for another one. Changing the user’s profile may cause access issues to records in the CT Mobile app and errors during the synchronization. For example, access to an object has been withdrawn from the mobile user’s profile after the last full synchronization. During the next fast synchronization, the INVALID_TYPE error may occur because some records are no more available. We recommend enabling Sync Recovery to process errors or CT Mobile Replication to hide these unavailable records and download the correct ones. To create and set up a new profile: Go to Setup → Users → Profiles. Click New Profile. Also, you can click Clone next to the desired profile to copy all its settings to a new one. Select the Existing Profile from the drop-down list. Enter the new profile name and click Save. Click Edit and set up permissions. Click Save. The profile is ready to use. Assign desired users to a profile. A user can be assigned to a single profile at a time, but can also have multiple permission sets. A permission set is a collection of settings and permissions that give users access to various tools and functions. A profile gives minimum permissions and settings access for a user or specific user groups. A permission set extends a user’s permissions and grants more access without changing a user’s profile. A permission set group helps to assign several permission sets together based on user job functions. Users with assigned the permission set group receive the combined permissions of all the permission sets in the group. We kindly ask you to assign the preconfigured permission sets to all users in your system according to their roles. For your convenience, we create two permission sets that include configured access to all required objects and fields depending on the user type. CT Mobile Administrator should be assigned to admins. It contains all required permissions and access to all required Apex classes for the correct operation of the CT Mobile package and CT Mobile app. CT Mobile User should be assigned to users who will work with the CT Mobile app as field forces, supervisors, etc. according to your business purposes. If a user needs to work with presentations, CT Mobile Presenter permission set also should be assigned. CT Mobile List View should be assigned to those who need to view and edit offline list views (access to CTM User Settings object). CT Mobile Presenter should be assigned to those who need to work with CLM presentations. Sharing rules are used to control user access at the record level. Currently, the CT Mobile app cannot correctly handle records with the Public Read-Only access. For example, the Public Read-Only access is specified for the Account object, and the mobile user’s profile has permission to edit and delete records of the Account object. In the CT Mobile app, the mobile user can edit and delete all downloaded Account records, but errors will occur during the synchronization if the mobile user has deleted or edited records that they do not own. Restriction rules are used to allow certain users to access only specified records. They prevent users from accessing records that contain sensitive data or information that isn’t essential to their work. After setting restriction rules, the user does not see certain records in Salesforce, and the same records will not be able to the user in the CT Mobile after synchronization.","title":"Application Permission Settings","component":"ctmobile-ios","version":"3.0","name":"application-permission-settings","url":"/ctmobile-ios/3.0/getting-started/application-permission-settings.html","titles":[{"text":"Profiles","hash":"h2_104944228","id":1},{"text":"Set Up a New Profile","hash":"h3_1485360783","id":2},{"text":"Permission Sets and Permission Set Groups","hash":"h2_939760070","id":3},{"text":"Required Permission Sets","hash":"h3_2115044027","id":4},{"text":"Sharing Rules","hash":"h2_1133416231","id":5},{"text":"Restriction Rules","hash":"h2_631577805","id":6}]},"1618":{"id":1618,"text":"For the full functionality of the mobile application on iOS devices, it is necessary to allow CT Mobile access to certain data, e.g., geolocation data or access Photos. CT Mobile will show an additional pop-up with the permission and the usage description before asking to grant it. The specified theme is applied to prompts. Examples of prompts: Access to share analytics, diagnostics, and usage information Access to geolocation Access to the Camera Click Next to view the system-provided alert. Before the launch of the synchronization, when a mobile user logged in to CT Mobile for the first time, the mobile application asks a mobile user to: Enable push notifications for CT Mobile in the Settings on a mobile device. Notifications will be displayed when a new post was published in a mobile user Chatter feed or as an alert of the upcoming visit. Also, this permission is required to fill out the Device Token field during the sync process. Allow access to share analytics, diagnostics, and usage information. Other requests pop-ups only when a mobile user activates the corresponding feature for the first time: Allow access to geolocation The pop-up will be displayed if the value in the Tracking Interval (in seconds) field has not 0 value on the CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General for the current user’s profile (even if the push notification is not enabled for the device). When a mobile user taps Nearby Accounts, Routes, the Determine location button, or calls an app for the first time. Allow access to Calendar When a mobile user enables iCal synchronization. Allow access to Photos When a mobile user chooses a photo from Photos and attaches them to records or Chatter posts. Allow access to Contacts For viewing contact information in the calendar in case of using iCal synchronization. Allow access to the microphone When a mobile user records audio messages and attaches them to Chatter posts. Allow access to the Camera When a mobile user captures photos and attaches them to records or Chatter posts. Allow access to Media When a mobile user chooses audio files on a mobile device and attaches them to records or Chatter posts.","title":"Application Prompts for Requesting Permissions","component":"ctmobile-ios","version":"3.0","name":"application-prompts-for-requesting-permissions","url":"/ctmobile-ios/3.0/getting-started/application-prompts-for-requesting-permissions.html","titles":[]},"1619":{"id":1619,"text":"In this section, you will know how to start using the CT Mobile package: Installing CT Mobile Package Installing the CT Mobile app Managing CT Mobile Licenses Application Permission Settings Logging In Application Prompts for Requesting Permissions","title":"Getting Started","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/getting-started/index.html","titles":[]},"1620":{"id":1620,"text":"The administrator can grant or restrict access to users who can use the CT Mobile package functionality by managing licenses. To select users who can use the CT Mobile package functionality: Go to Setup → Apps → Installed Packages. Click Manage Licenses next to CT Mobile. Click the Add Users button. The Add Users page opens. Select users from the Available Users list. Click Add. Also, you can click Add All Users if you want to grant access to all users. Selected users appear in the list of users who have access to the CT Mobile package. To restrict access to the user(s): Go to Setup → Apps → Installed Packages. Click Manage Licenses next to CT Mobile. Click Remove Multiple Users. Also, you can remove a single user by clicking Remove next to the user’s Full Name. Select users from the Available Users list. Click Remove. Also, you can click Remove All Users if you want to restrict access to the package for all users. The user(s) are removed from the list of users who have access to the CT Mobile package.","title":"Managing CT Mobile Licenses","component":"ctmobile-ios","version":"3.0","name":"managing-ct-mobile-licenses","url":"/ctmobile-ios/3.0/getting-started/managing-ct-mobile-licenses.html","titles":[{"text":"Grant Access to Users","hash":"h2_1491098279","id":1},{"text":"Restrict Access to Users","hash":"h2_1361513113","id":2}]},"1621":{"id":1621,"text":"Table of Contents Supported file formats Prerequisites Setting up download option for attached files: entire file or a preview Setting up date-based filtering during the upload process Attaching files to an offline object Sharing a File This feature is supported starting from CT Mobile 2.8. To use this feature in a custom CT Mobile app, developers should specify it in their project. In the Files section of an offline object record, you can attach files and photos directly to relevant records from your device, and instantly send files to clients directly from the mobile application. Microsoft Word (.doc, .docx) Microsoft Excel (.xls, .xlsx) Microsoft PowerPoint (.ppt, .pptx) Adobe PDF (.pdf) Plain Text (.txt) Rich Text Format (.rtf) Image Formats (.jpeg, .png, .gif, .bmp) Audio Formats (.mp3, .wma) Video Formats (.mp4, .mov) To be able to attach files to offline objects in the Files section, check the following settings: Go to Setup → Salesforce Files → General Settings and click Edit. Select the Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments checkbox and click Save. Also, check that the offline objects to which you want to attach files have necessary permissions: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel → Offline Objects. Select the offline object to which you want to attach files. On the right side, enable Create Allowed and Delete Allowed permissions for the Note, Attachment, Google Doc And File related list. Click Save. Go to CT Mobile Control Panel 2.0: Offline Objects. Select the offline object to which you want to attach files. On the Related Lists tab, enable Create Allowed and Delete Allowed permissions for the Files related list. Click Save. Save time for online synchronization: choose between downloading the entire file for offline use or a quick preview: In CTM Settings In CT Mobile Control Panel 2.0 Go to CTM Settings. Select an existing Offline Object record or create a new one. Select the desired value for the Files Downloading Mode picklist: Skip Download (default): files will not be downloaded. Download As Preview: only preview images will be downloaded. Tap on the preview image to download the entire file. Full Size: the entire file will be downloaded. Click Save. Go to CT Mobile Control Panel 2.0: Offline Objects. Select the offline object to which you want to attach files. On the Main tab, select an option for the Files Downloading Mode: Skip Download (default): files will be downloaded during the fast sync, and will not be downloaded during the full sync. Download As Preview: only preview images will be downloaded. Tap on the preview image to download the entire file. Full Size: the entire file will be downloaded. Save time by uploading only necessary files through date-based filtering during the upload process: Go to CTM Settings. Select an existing Offline Object record or create a new one. In the Files Filter field, specify the latest date of the offline object creation that should be downloaded during the sync. The filter condition is: SystemModStamp > date. For example, to specify the 31st August 2023 as the latest creation date of the downloadable offline object: SystemModStamp > 2023-31-08T00:00:00Z. Click Save. To attach a file in the Files section: Open the record to which you want to attach the file(s). In the Actions menu, tap File. Select file(s) from your device and tap Open. The record’s main screen is open. Go to the Files section of the record and perform quick record synchronization to update the record in Salesforce. To share a file, select it in the Files section and do the following: To share by standard iOS sharing dialog window, tap . To share by sending email: Tap . (Optional) select an Email template, or tap Skip. (Optional) select a contact from the list, or tap Skip: You can send an email only to contacts who have a specified email address in Salesforce. Also, if you are sending email from a record that has lookup to an Account or Retail Store record, you will see only contacts related to this Account or Retail Store. fill out the standard Email field for the desired Contact record; if you use Person Accounts, fill out the standard Email field for the desired Person Account record. Tap iOS Mail to send the file using standard iOS mail client, or tap Other apps to open the standard iOS sharing dialog window. Select the desired way to share the file. You can send an email using a third-party mail client (like Microsoft Outlook), if it is set as default in your iOS settings. In this case: The recipient’s address will not be inserted automatically, but will be copied to clipboard. Please paste it manually. The subject string will be duplicated in the message body.","title":"Working with Files for Offline Objects","component":"ctmobile-ios","version":"3.0","name":"attaching-files-in-the-files-section","url":"/ctmobile-ios/3.0/mobile-application/attaching-files-in-the-files-section.html","titles":[{"text":"Supported file formats","hash":"h3_1829810070","id":1},{"text":"Prerequisites","hash":"h3_1644201065","id":2},{"text":"Setting up download option for attached files: entire file or a preview","hash":"h3_679496393","id":3},{"text":"Setting up date-based filtering during the upload process","hash":"h3_1720123861","id":4},{"text":"Attaching files to an offline object","hash":"h3_2018099316","id":5},{"text":"Sharing a File","hash":"h3_1261438429","id":6}]},"1622":{"id":1622,"text":"To use this feature in a custom CT Mobile app, developers should specify it in their project. Supported file formats: video: .avi, .wmf, .3gp, .mp4 images: .jpg, .bmp, .png , .heic. Images in .heic format will be automatically converted to .jpg documents: .txt, .doc, .rtf, .docx, .pdf audio: .mp3, .wma, .wav other: .rar, .zip, .apk Use the standard button to attach any files to the records of offline objects. By default, the Accounts, Contacts, and Activity objects are available. To attach a file, the Notes & Attachments section for the appropriate offline object should be available in the CT Mobile app. The file size must not exceed 20 MB. To attach a file in the Notes & Attachment Section: Open the appropriate file. Tap the button. Tap Copy to CT Mobile. In the pop-up, select an object and then a record to attach the file. When you tap an object without the Notes & Attachment section, the «There are no records to which you can attach the file» info message will be displayed. Click Save. The record’s main screen is open. Go to the Notes & Attachment section of the record and perform quick record synchronization to update the record in Salesforce.","title":"Attaching Files in the Notes & Attachments Section","component":"ctmobile-ios","version":"3.0","name":"attaching-files-in-the-notes-attachments-section","url":"/ctmobile-ios/3.0/mobile-application/attaching-files-in-the-notes-attachments-section.html","titles":[]},"1623":{"id":1623,"text":"The barcode scanner allows a user to add a product record to a custom related list. The product record should have a field in which the number encoded in the barcode is specified. The following types of barcodes are supported: EAN-13, EAN-8, UPC-E, Code-39, Code-128, PDF417, QR Code, Aztec Code, and Data Matrix. The following types of barcodes can be supported if needed: Code-39 mod 43, Code-93, ITF-14, and Interleaved 2 of 5. To display the barcode scanner button on the custom related list screen, the following are required: Create a ProductCode or ProductCode__c field with the text type on a Product object. Specify in the field the number encoded in the barcode. On the CT Mobile Control Panel: General tab, the Product object should be selected in the Product Object API Name field. On the Activity Data object: add a field with the lookup relationship type to link the Activity Data object with the Product object; add a field with the lookup relationship type to link the Activity Data object with the Activity object. Create a custom related list of the Activity object with the Activity Data object as a child object. add a field with the lookup relationship type, which links the Activity Data object with the Product object, as a column of the list. Add the Activity,Activity Data, and Product objects to offline objects. The user’s profile should have access to read and edit records of all the objects mentioned above. To create a record using the barcode scanner: In the CT Mobile app open the Activity record screen. Go to the Detailing tab and tap the custom related list subtab. Tap the barcode scanner button to switch on the camera for scanning barcodes. The product information will be added as a record in the custom related list if the product record with that number encoded in the barcode is found. A new record is created. When rescanning previously added barcodes, duplicate records are not created. If the Start/Finish functionality is enabled, the barcode scanner button will be available after the activity is starting.","title":"Barcode Scanner","component":"ctmobile-ios","version":"3.0","name":"barcode-scanner","url":"/ctmobile-ios/3.0/mobile-application/barcode-scanner.html","titles":[]},"1624":{"id":1624,"text":"Interactive widget for lock screen notifications to display screenshots of the last 6 used and viewed CLM presentations. Tapping on the screenshot opens the CT Mobile app and launches the CLM presentation. To manage widget display, use the Edit button, located on the lock screen.","title":"Device Lock Screen Widget","component":"ctmobile-ios","version":"3.0","name":"device-lock-screen-widget","url":"/ctmobile-ios/3.0/mobile-application/device-lock-screen-widget.html","titles":[]},"1625":{"id":1625,"text":"Email templates are the standard Salesforce functionality that can be used for sending files from Libraries and slides and attachments of CLM presentations. To use email templates in the CT Mobile app, they should be active, and the mobile user should have access to appropriate email templates. Specify markers in the {!Object.Field} format to display CRM data, for example, {!User.Name}, {!User.LastName}, {!User.MobilePhone}. Add images in templates: In Salesforce Classic, load images in Documents and select the Externally Available Image option; In Lightning Experience, load images to Files. A mobile user can send an email only to contacts who have a specified email address in Salesforce: fill out the standard Email field for the desired Contact record; if you use Person Accounts, fill out the standard Email field for the desired Person Account record. Get familiar with the considerations and guidelines when using Email Template Builder. In the Salesforce Classic, the Visualforce email templates are not supported. In the Lightning Experience, all email templates are supported except for the {{{Recipient.FirstName}}} markers. The attached files are not supported. Images used in a template and stored in the static resources or documents (without the selected Externally Available Image option) may not be downloaded during the sync process. You can send an email using a third-party mail client (like Microsoft Outlook), if it is set as default in your iOS settings. In this case: The recipient’s address will not be inserted automatically. Please copy and paste it manually. The subject string will be duplicated in the message body. If your email template includes HTML tags, they may not render correctly in Gmail client. It may be needed to add the sender’s email to the trusted list of the mail service. For example, if you view the following:","title":"Email Templates","component":"ctmobile-ios","version":"3.0","name":"email-templates","url":"/ctmobile-ios/3.0/mobile-application/email-templates.html","titles":[{"text":"Using Email Templates","hash":"h2_956967707","id":1},{"text":"Limitations","hash":"h2_1039046855","id":2}]},"1626":{"id":1626,"text":"Here you can find articles described the functionality of the CT Mobile app. All information is divided into sections for your convenience: UI Synchronization Mobile Application Modules Application Settings Working with Files for Offline Objects Attaching Files in the Notes & Attachments Section Email Templates Barcode Scanner Device Lock Screen Widget Lead Convert PDF Files Generator Jailbreak Checker Please assign the CT Mobile User permission set to all mobile users who work with the CT Mobile app.","title":"Mobile Application","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/mobile-application/index.html","titles":[]},"1627":{"id":1627,"text":"The Jailbreak Checker functionality is available in CT Mobile. If a mobile device uses jailbreak, he receives a pop-up warning when launching the CT Mobile app. If the user continues to use the CT Mobile app from the hacked device, a record of the Sync Log object with the following information will be sent during each sync process: Field on the Sync Log Record Value Operation Jailbreak Description The user is using a jailbroken device.","title":"Jailbreak Checker","component":"ctmobile-ios","version":"3.0","name":"jailbreak-checker","url":"/ctmobile-ios/3.0/mobile-application/jailbreak-checker.html","titles":[]},"1628":{"id":1628,"text":"Convert a Lead record into an Account, Contact, or Opportunity record since fields and assignment rules mapping is provided by Salesforce. CT Mobile must have Internet access. [.object]#Leads must be added to the offline objects. To convert a Lead record: Tap to the Leads menu item and open the desired record. Tap the Actions menu → Convert. Specify required fields. Tap Convert. The fast synchronization is automatically launched, and after the process, the new record details screen opens.","title":"Lead Convert","component":"ctmobile-ios","version":"3.0","name":"lead-convert","url":"/ctmobile-ios/3.0/mobile-application/lead-convert.html","titles":[]},"1629":{"id":1629,"text":"The CT Mobile app allows you to generate PDF documents during the display of CLM presentations. This functionality is used when a user sends a PDF file from a CLM presentation or calls the ctm.generatePDF method. You can attach several templates to a single CLM presentation. templates should be added as an attachment to the CLM presentation. The template filename should have the format as template.html, template1.html, template0012.html The template name should be specified in the Description field of the Attachment object. The selected value will be displayed in the list of templates available for generation. each template must contain markers of the following type: {!Contact.FirstName}, {!Account.Name}, {!CustomObject__c.SomeField__c}. At the document generation, markers will be replaced by the values of the indicated fields of available offline objects. If a field is empty or the object of this field is not available offline, the marker will be replaced by a blank space. The values are substituted from the local database records, as well as the values collected during the display of a CLM presentation.","title":"PDF Files Generator","component":"ctmobile-ios","version":"3.0","name":"pdf-files-generator","url":"/ctmobile-ios/3.0/mobile-application/pdf-files-generator.html","titles":[]},"1630":{"id":1630,"text":"You can enable speech input for any text fields of the selected offline object records. Enable the Speech Input for Text Fields for the selected offline object in the CT Mobile Control Panel and select desired fields you want to enable the voice input for. Launch the full synchronization. Open the offline object record and tap on the desired text field to start speech input. If this is your first time, a pop-up message will appear requesting microphone access for the CT Mobile app—allow it. While the speech input is active, the icon changes to . Tap it to stop the input.","title":"Speech Input","component":"ctmobile-ios","version":"3.0","name":"speech-input","url":"/ctmobile-ios/3.0/mobile-application/speech-input.html","titles":[]},"1631":{"id":1631,"text":"Summary allows you to quickly view summary information about the selected offline object record. Select Record Summary field to the offline object. To achieve best results, the field should be of the Rich Text Area type and filled out by AI, which can be enabled by a project customization. Please reach out to your account manager for more information. Launch the full synchronization. In the mobile app, select the offline object and tap to view the summary. Tap to listen to the summary using the text-to-speech engine. Tap to stop listening.","title":"Summary","component":"ctmobile-ios","version":"3.0","name":"summary","url":"/ctmobile-ios/3.0/mobile-application/summary.html","titles":[]},"1632":{"id":1632,"text":"Table of Contents CT Mobile 3.0 CT Mobile 2.9 CT Mobile 2.8 CT Mobile 2.7 CT Mobile 2.6 CT Mobile 2.5 CT Mobile 2.4 CT Mobile 2.3 CT Mobile 2.2 CT Mobile 2.1 CT Mobile 1.4 (1.9.6) CT Mobile 1.1.0 (1.9.5) CT Mobile 1.0.5 (1.9.3) Here you could find a feature, the link to the corresponding article, and the version of CT Mobile since which the feature is available. To work with this version, please perform the following actions in the CT Mobile Control Panel 2.0: Go to CT Mobile Control Panel 2.0: Tools. Check if the Cloud Token is generated, and click Refresh if it is not. Click Authorize Heroku Service, if it is not authorized yet. Click Refresh Metadata Archive. Automatic Synchronization: fast sync is launched automatically while you are not performing any actions in the app and it remains open. Also, you are always informed with a visual indicator of your synchronization status. Automatic Settings Checks: your app configuration is always up-to-date with automated settings checks and receive notifications when it is time for a full sync. Summary: view the summary info about selected offline object. Speech Input for text fields: Updated, smoother design of Home screen widgets: Today’s agenda widget for the Home screen. Sorting Records in list views: you can add up to 10 sorting fields for selected offline objects. Improved Errors Screen: the user interface is more clear and preventive for data loss. Files Downloading Mode for offline objects: defines the way how files attached to the offline object must be downloaded during synchronization—skip, as preview or full download. Setup Configuration by Profile Name: administrators can set up configuration by profile name instead of profile ID for easier management of environment migration. Smart Order Assistant: AI-powered tool designed to automate routine tasks with your CT Order workflow. Once enabled, it allows you to perform the following actions: Create orders from a photo or screenshot Clone orders Use voice commands Apply smart order templates Increased space for the product name in the order cart: now title and subtitle are displayed in two lines. You can now pin delivery in the order cart. Values entered in the custom fields of the order cart without specifying the product quantity will be saved after the next synchronization. Improved validation for outdated product pricing in the order draft. When reopening an order, the application now checks if the associated Price Book and Price Book Line Item are still valid. If not, the validation message is displayed: This product’s price is no longer actual. Please remove the product from cart. Bundles Display: bundles are now displayed as collapsed until opened by the user. Edit Order is now displayed as a button for easier access. Quick adding of a searched product to the order cart. App Optimization and Refactoring: general app optimization and code refactoring for improved performance. See the compatibility list of CT Mobile, CT Orders and CT Vision versions. Minimum supported iOS version: iOS 15. Support of the $User component for lookup filters. Calendar UI/UX improvements: Updated outlook of the calendar events with duration of 15 minutes or less. 3 first fields can be displayed for each record in the left menu, if they are set up in the object compact layout. Up to 5 events can be displayed for one day in the month view. Customizable All activities per day hint added to the calendar widget for the Home Screen. User can see calendar agenda while working with custom Date/Time field during creating new Activity. Badge on the Chatter icon in the left menu if new posts are available. Records counter in a list view is now displayed if there are more than 500 records. Files sharing workflow has been upgraded, including attached files for offline objects, CLM presentations in CT Presenter and signed documents in CT Sign. Also, the contacts list is now limited to contacts that are related to the current Account record. Export .csv item added to the Actions menu to allow exporting selected fields of an offline object to CSV file. List of fields available while creating a new mobile list view can be now predefined in the Fields field of the Offline objects record type. The product title in the left list is displayed in two lines in the order screen. Delivery Summary UX improvements, including: Customization of fields column size for the Delivery Summary popup. Now user can pin selected column on the Delivery Summary popup. Complete and Save draft buttons are replaced with icons. Improved readability of blocked quantity fields in the order cart. Custom input fields UI improvement in the order cart: now they are aligned vertically with a value in quantity fields and are visually higlighted that they are available for input. If the SKU Field is on the Object Settings is filled, the Active field on the Catalog Line Item is not used and product is not displayed in the left panel of the order screen. Week numbers are displayed when adding a delivery in the order cart. Default Availability Type and Product Availability fields on the Product object now take effect on bundle disregarding if it’s calculated on header or on components. Formula fields are now calculated once a product is added to the order cart (no need to populate quantity first). Mass catalog/promotion deletion from the order cart: now you can add and remove the whole catalog or promotion to/from the order. Order button () is displayed for all records with Order item in combo-menu. Now you can specify currency for the order and related records while creating an order if the multiple currency feature is activated for your organization. The CurrencyIsoCode field can be added for the CT Order layout setting to select desired currency for the order. You can export data from order related objects as a CSV file and share it. Bundles UI improvements: Displaying the listPrice value for the Header-Components bundle as a sum of listPrice values of the bundle’s components. New Ignore Component Availability field added for bundles. If it’s true, the components of bundle are always available disregarding their Product Availability status. Info icons are displayed on headers of bundles with Calculate Price On = Components. Bundles added as freebies have the same behavior as product bundles. Bundles with Set Quantity On = Components cannot be added to order as freebies. Empty Delivery records are now deleted after completing an order. Discount values no more overlap each other in Price Tags. Upgraded data model for CT Vision Lite: CTM Settings object is now Vision Settings. Photos made in CT Vision are now stored in Salesforce in the new Vision Photo object instead of Heroku. Renewed UI/UX of Feedback Loop page in CT Vision Lite for more productive and convenient photo management. Minimum supported iOS version: iOS 15. Please upgarde the CT Mobile package version to 3.85 to get access to the following features: The Files Download Enabled checkbox added for Offline objects. If disabled, files attached to offline objects will be displayed as previews and synchronization time will be reduced. The Files Filter field added for Offline objects. You can specify the latest date of the offline object creation that should be downloaded during the sync. Other features are available regardless of the CT Mobile package version: Titles and subtitles of records can be displayed in three lines in list views. Formed Documents, Signatures, and SyncLogs are now stored in the Files section of an offline object. You can add or delete files in the Actions menu of an offline object. Adding and pinning list views for the Calendar. CT Orders for CT Mobile 2.8 Preventing rounding values to 2 decimal digits after the Procedure step of the Pricing Procedure 2.0. The UX/UI improvement for the order cart: Filtering products by specified criteria. Calculate Discount, Save Draft and Complete buttons are blocked until the calculation is completed. The Complete button is blocked in the Delivery Summary window until all calculations are completed. The calculation status is now displayed for offline orders, as it was already displayed for orders calculated by the Web Service. After selecting the sorting type for delivery, the dialog window closes itself without the need to tap Cancel. Sorting bundles by quantity for each delivery. Reduced time before opening the new delivery popup for orders with a significant number of products in catalogs or promotions. Displaying spinner after finalization of an order. Searching for products in catalogs and promotions by several words, separated by blank spaces. Reduced time of opening the order cart after tapping Edit Order. Minimum supported iOS version: iOS 15. The sync process details, such as the type, status, and last start date, are displayed at the bottom of the Settings screen. New design of the pop-up message, which appears while the full sync is in progress. New text message on locked screen while the full sync is in progress. Custom User Permissions will be downloaded during the sync. New text message, which appears if the sync log was successfully sent by email. Metric Charts are available offline in the Dashboards module. Support the ORDER BY and LIMIT operators in Workflow Steps. Support the GEOLOCATION, HYPERLINK, and WEEKDAY operators in formulas. The height for fields with the Picklist type changes depending on the value, and becomes scrollable when exceeding five lines. Support calculation for fields with the Formula type if they have comments. Support the $CustomMetadata operator for fields with the Formula type. The ability to apply translations for custom labels of various UI elements. Left alignment of columns and contents in the detailed list views and related lists for better readability. Support for the $Permission value in formulas and validation rules. CT Mobile allows sending sync logs using a third-party mail client (like MS Outlook). Drag-and-drop accounts or long tap the All-Day slot to create all-day activities. For a better user experience, double-tap the Legend button in the Calendar module to display a pop-up with Activities and their assigned colors. The number of a week is displayed in the Calendar header. The native iOS calendar is now used to set a date. When copying an activity in Calendar, if there is a mini layout for the selected record type of the object, values of all fields will be copied. Improved displaying of title and subtitle on a mini layout: now both of them are displayed, even if one of them is too long to fit one string. Improved displaying overlapping activities: now they do not visually overlap with each other. The mini layout is expanded to the left or right depending on Activity start date. The ability to minimize the Libraries content and Attachments of a record. Move the floating window around the screen. Tap the floating window to resume full mode. Now you can use a third-party mail client (like MS Outlook) for mail templates. HEIC/HEIF images are now supported for uploading to CT Mobile and for synchronization. Displaying records of ContentDocument and ContentVersion objects in relates lists of Files and Notes & Attachments. If the tab label for related lists takes more than one line, it will be fully displayed on two lines. For user’s convenience, the route will open in the default maps on your device when the mobile user taps the Directions button. CT Vision for CT Mobile 2.7 Instead of full-size images, their previews are downloaded to the mobile device during synchronization. This allows not to affect synchronization time while using CT Vision. The photo interface for Vision Lite has been changed: KPI and Report elements are now controlled by administrator and can be removed from the photo interface for Vision Lite. Photos from previous visits are now displayed on the Retail Store layout. Business administrator can assign tags for photos per public group. CT Presenter for CT Mobile 2.7 Remote Detailing 2.0: all participants of the meeting will receive notifications about new comments. CT Orders for CT Mobile 2.7 Web Service CT Mobile 2.7 provides capabilities for calculating prices and discounts via Web Service. Now, administrator can select, how to perform calculations: by the Web Service or by the internal calculator. If the Enable WS for Mobile toggle is active in the CT Orders Control Panel, the mobile device will try to use Web Service to calculate prices. If the Web Service calculator cannot be accessed, the mobile application will calculate order prices without discounts. Before starting work, check all the required permissions here. Tap the button in CT Mobile to get the valid prices. The invalid prices will be highlighted in red color. The new advanced features — links, mixed discounts, freebie multiplier, and freebie values — are only available when working with the Web Service. Validations that a sales rep has access to all necessary fields to calculate discounts. Otherwise, the calculation will be carried out by the List Price field. Changed prices and freebies calculation logic for orders with at least one Delivery Line Item with quantity = 0: such orders will always be calculated using in-app calculator and will never be sent to Web Service. Mixed Discounts Apply multiple conditions from a single Calculation Type. Advanced Criteria 2.0 provides more flexibility by setting multiple filters and a minimum number of products for different size discounts. Freebie Management Freebie Values allow you to spread freebies over different levels and deliveries. The Value field added for freebies when calculating them using Web Service. Price tags New price tags display one or more applied conditions on the discount scale with the current product quantity and the reached level of discounts. For Calculation Types with Level Based On = Delivery Line Item: the checkmark icon is displayed when several Delivery Line Items are tied to one Order Line Item. Other Improvements Edit fields with the Currency, Number, Percent, or Text types within the Delivery Summary pop-up while completing an order. The UX/UI improvement for Quotas: Display the current quota status in the order cart interface. For better visibility, the quota info pop-up displays the type of products it affects and the source catalog or promotion. If you reach the limit, the error message is displayed. The number of errors will be the same as the number of quotas for which you have reached the limits. Delivery Line Items with reached limits are highlighted. You can switch between error messages and see the corresponding Delivery Line Item. Click the Revalidate button to recalculate quotas. The Finalize button is disabled until you resolve all quotas errors. The UX/UI improvement for the order cart: The promotion sales and delivery dates are displayed in each promotion header. If the sales dates are empty, the delivery dates will be displayed instead of them. In the catalog and promotion left menu, products are arranged according to their order number (if given) or alphabetical order (if user has no access to the orders__Order__c field). Any actions with order cart are now blocked in portrait mode. You can now collapse and expand bundles. Collapsing and expanding catalogs have been fixed. A progress bar is now displayed while adding a catalog to an order. You cannot add another catalog until adding the current catalog is finished. The tap region of the Product Name field has been increased. After tapping on the quantity value, it is automatically selected, and you can type the new value without the need of deleting the previous one. Now you can set up the timer before calculating prices after making changes to the order cart, from 0 to 6 seconds. Successful recalculation will be indicated. Support Salesforce validation rules when saving or finalizing an order. The new operator divide added for Calculation Type and Pricing Procedure. If a bundle has products, which are added to a promo and some of them are checked as Exclude From Discount in Product Management, discount will not be applied to these products. Counting used quotas after completing an order is now more precise. Performance for orders with a lot of products (1000 and more) has been improved: Mass adding products to cart. Opening draft order. Finalizing order. Recommended load values are added to the documentation. Lookup fields are now filled in while creating a new order from an Activity object. CatalogLineItemId lookup fields are now filled in after adding bundles to product cart. Improved stability of working with quotas in Delivery Line Item. Standard Salesforce validation is performed when saving and finalizing an order. The Limit Settings search algorithm has been improved. Limitations: Bundles with Components—Components type are not supported. Formula calculations are not applied until the product quantity is specified in the order cart. CT Mobile 2.6 uses the Salesforce API v. 52.0. We recommend reading requirements for devices and installing the latest CT Mobile package version. CT Mobile 2.6 supports Split View and Slide Over multitasking types. Note the following: We do not guarantee that screens adapted for landscape orientation will display correctly in portrait orientation. In future releases, we will add a warning to prevent such screens from being used in portrait orientation. We cannot limit the minimum percentage of screen area in Split View mode and recommend using at least 75% of the screen to work with CT Mobile. For more information, see Apple documentation: Using Multitasking on your iPad. Click on the appropriate link to learn more about new features and improvements in CT Software products that can be integrated into the CT Mobile app. Support for new CT Orders functionality, such as product availability to prevent ordering out-of-stock products or announcing the launching of new products, quotas to control discount budgets and limited product sales, and limit rules to ensure achievement of desired KPIs. Working with CT Vision, specify what product information you want to see in the Shelf Product List, assign one or more providers to a group of Users or Accounts, send corrections for each product or shelf to the CT Vision server, and more. CT Mobile will alert the user after an app update if a full synchronization is required for it to work correctly. UX improvement: the notification of a successful synchronization will not be hidden until the user presses OK. The default duration will be set for the activity created in the related lists, the timeline view, and the Activity menu item. On the Settings screen, the version for the custom application based on CT Mobile is displayed in the format: {$custom_ver} (Core_version). Alignment with Salesforce policy: use Files to attach required documents, images, etc. to an offline object. CT Mobile 2.5 uses the Salesforce API v. 52.0 and requires iOS 13 or later. We recommend installing the latest CT Mobile package version. Click on the appropriate link to learn more about newly supported CT Software products or new features and improvements to those already supported. CT Layouts eases the field reps’ routine through flexible screen customization and compatibility with other CT Software and supported Salesforce products, such as CG Cloud. Split the desired screens into configurable tabs, set colors for tabs and sections, and follow the preconfigured path to match your business goals—make an order, calculate shelf KPIs, conduct surveys, and more. Support for new CT Orders functionality, such as pricing procedure steps, enhanced discount calculations, and more. Using CT Vision, take photos of the large shelves, add tags, and work with the Shelf Product List. Activate CG Cloud in your Salesforce org to work with retail stores in the CT Mobile app. Find the nearby stores, build optimal routes, and schedule your visits to the right stores at the right time. Drag and drop the activity to the retail store on the Calendar grid in a day and week calendar view. Time slots are highlighted with the red color when out of retail store’s operating hours. Select the action plan to generate tasks for the desired activity based on it. Customize screens with CT Layouts to use a variety of data types to gather information on sales, effectiveness, and availability of products: Monitor key processes such as inventory audits, promotion checks, and in-store surveys with predefined templates. Using Einstein Detection and CT Vision, audit shelves, measure share and shelf, manage stock and optimize product sales. Using CT Orders, create your orders and manage deliveries. Gather information using custom metrics and perform ad-hoc tasks. The user’s device model and version of the operating system are saved after each synchronization to optimize the work of the support team for incoming cases. The color of the object’s tab in Salesforce is now used for that object icon in the CT Mobile app. Use the detailed list view to see records in full screen when filling out the reference field. The My filter is supported in list views to display only records owned by the current mobile user. The updated numeric keypad appears when tapping a field with the Date/Time or Time data type on layouts, mini-layouts, and custom related lists. HTML tags are supported in the read-only fields with the Text Area and Text Area Rich type in mobile layouts. To go to the record screen, use the Open button when tapping activity or double-tap activity in the calendar grid. For better visibility, all activities less than 30 minutes occupy a 30-minute slot in the calendar grid. In the left list of records of the Calendar widget, the limit of 20 records has been removed, so that the user can view the agenda of the whole selected day. The route points are now numbered, and when tapping on activity on the map, you can use the Open button to go to the record layout. When the presenter taps on the invitation link, CT Mobile prompts her to start the meeting in the CT Mobile app or default browser. CT Mobile 2.4 uses the Salesforce API v. 50.0 and requires iOS 13 or later. We recommend installing the latest CT Mobile package version. The following CT Software products can be used offline along with the CT Mobile. Click the link to view the corresponding release notes: CT Sign is a new product that is intended for signing documents based on preconfiguring templates. It has more features than the preceding CT Mobile: Documents module and provides the ability to sign documents with a legally binding signature. CT Vision is an image recognition tool for sales reps or merchandisers to calculate shelf KPIs and gather information about the company and competitor products. Flexible distribution of products between deliveries and multi-leveled product quantity management to meet the company’s logistic and financial requirements, along with clickable price tags informing your sales reps about currently applied and reachable discounts for the order in the renewed CT Orders. The ability for field forces to create offline list views. Your browser does not support the video tag. The ability to allow users to leave the unfinished activity for working with other features. The long library name is fully displayed in Libraries. When logging out of the CT Mobile app, a notification appears to clarify to a user that the database will be erased. Security update: cloud token is now stored in the protected API Key custom setting. Special characters are supported in mobile layouts, standard and custom list views, and Chatter posts and comments. Performance improvements for a large number of activities in the calendar grid. Use new attributes of CLM presentation to choose whether the CLM presentation should be available offline, used in the Remote Detailing meeting, or both. CT Mobile 2.3 release requires iOS 13 or later. The new CT Orders module is supported. Leverage CRM flexibility with ERP price calculation complexity in a streamlined order-taking process with a user-friendly interface. Add CT Orders to the menu to work offline with orders in the CT Mobile app. The ability to create an order on the Account, Contact, or Activity record via the customizable mini-layout. Manage the offline order via the Edit Cart screen. Search and select products with specific prices structured in the catalogs hierarchy or joined in promotions and filtered for the customer. Regular products, free goods, and product bundles are available. Manage multi-address deliveries. Control the number of deliveries and the applicable dates. Quantity rules for setting up min and max products in delivery are supported. The ability to save, edit, reopen or discard the order draft. Based on the data in the CT Mobile app, the product list, prices, and quantity are validated in the open and reopened draft. The incorrect values will be highlighted with the red color and available for editing. Finalize the order to restrict any changes in the CT Mobile app and send the order to further processing in Salesforce. Support price calculation logic offline. Advanced logic allows calculating each discount separately or in combinations tailored for the type of the order. Free goods can be managed either mandatory or manually using a condition group to validate the available list of gifts. Order Change Manager maintains the integrity of orders saved in Salesforce and processes conflicts that occur due to parallel editing of the same order in Salesforce and CT Mobile. According to value, the height of fields with the Formula (String), Picklist (Multiselect), Text, Text Area, Text Area (Long), or Text Area (Rich) type is dynamically changed and becomes scrollable if the max height of 5 lines is exceeded. Assign the icon for the main tab to help a user quickly find out the object he is working with when viewing the record screen. Searching in the left record list now displays the results of the full match search. When opening activity from the day or week view in the Calendar module, the agenda with records of all activities for that day is displayed on the left side. In the Routes module, the selected options are saved. After the CT Mobile 2.3 update, slides of some CLM presentations may no longer display in full-screen mode. Please revise the slide width and height to fit the screen size of your mobile device. Remember to re-publish these CLM presentations and perform the fast sync. The ability to zoom in or out a CLM presentation using a two-finger pinch. Add ARKit models in the sources.zip for displaying in the CLM presentations. Remote Detailing Start the remote presentation right from the app with one tap. Multitasking: switch between the meeting window and record details with one tap. Resume the presentation from the last checkpoint. Specify the ability to share the final PDF document with other services such as messengers, e-mail, or social networks. The new architecture of the DFG module is supported. The option to choose whether to save the attached photos locally or not is available again. CT Mobile 2.2 release requires iOS 13 or later. The new custom CTM Settings object will be used to store CT Mobile settings instead of custom settings due to their limitations. We highly recommend referring to information about how the settings migration will affect the work with the mobile application and CT Mobile Control Panel, what settings were automatically transferred, and what permissions should be granted. Refreshed Sync Recovery functionality allows pushing records with any errors as a JSON file with information about error type and error message text from the mobile device to Salesforce. The additional info message will be displayed during the fast and full synchronization to remind a user not to collapse the application and not to turn off the screen to avoid the interruption of synchronization. Nevertheless, if the user switched to another app or turned off the screen for a long time, the mobile application still sends an alert before synchronization will be interrupted. The new update logic of the Last Sync Date field of the User record allows making sure that the synchronization is complete. For easy work with CLM presentation source data and quick source data generation, use archives that were automatically split into parts with a size of less than 25 MB. In the interactive presentation, to open files from Attachments of a presentation or Libraries, specify the file name with the file extension in the href attribute of the slide layout. Converting a CLM presentation from a PDF file or PowerPoint presentation in Application Editor, the black background color will be set and slides will be aligned to the center of the screen. The mobile application needs access to certain data, e.g., geolocation or Photos. For your convenience and better clarity, we added pop-ups with functionalities that need the requested permission. Labels of menu items and modules in the menu, such as Home Screen, Routes, or Libraries, can be translated using custom labels. On the detailed list view screen, remove a record as well as create a record if permissions are granted. The support of the standard Shipping Address and Billing Address fields as Account Geolocation Field in Nearby Accounts and Routes modules, in the Map widget, and within the Determine Location button in the combo-menu. Use list views of the Application object to filter records in the Applications module. To quickly return to the Calendar after moving on the details screen of the selected activity, tap once again Calendar on the menu. Also, the back and forward buttons are available to jump to the calendar. In the Documents module, you can specify the ability to share the final PDF document with other services such as messengers, e-mail, or social networks. The logic of the IsAllDayEvent of the standard Event object is supported. Salesforce SOS functionality is no longer supported. CT Mobile 2.1 release requires iOS 12 or later. A brand-new UI for intuitive user experience: New icons, vivid app themes, and modern fonts. Upgraded Calendar, Routes, and Nearby Accounts modules with user-friendly logic. The collapsible main menu provides a much wider working area on your iPad. Detailed List Views. Look through the detailed list views on your iPad. Multitasking during an activity on your iPad. Switch between the presentation and record details with one tap. Resume the presentation from the last checkpoint. New UI for iPhone devices. The Login screen is implemented using the OAuth 2.0 protocol and standard Salesforce UI. The content module now supports folder hierarchy. Sync Recovery. Recovering the records which could not be properly sent to Salesforce due to permissions issues. Adjust the width of columns of the related lists and custom related lists. The long-hoped-for plus button is now available in the Calendar. It is another way to create an activity in the Calendar by selecting start and end dates in a mini-layout. Turn on/off the ability to synchronize a single record and its child records by pulling down the record details screen. Salesforce Holidays are now supported and are highlighted in the app’s calendar. Image Quality. Set the amount of image compression to control the data volume sent to Salesforce. Mini Layouts can be assigned to a specific user profile. Each user profile can have its custom color settings for record lists, calendar events, and the timeline view. Fix for the Routes module. The map is focusing correctly on the area where the route is being built. The Owner operator is supported in formulas. Time constants are supported as SOQL-filter criteria for the custom related lists. The list view button is removed, but don’t worry. All functionality is available by clicking the name of the current list view. In a pop-up window, you can find all available list views for this object to switch. Now all attached photos are saved on a device. We are working to give you back the option to select, store attached photos only locally, or duplicate them on a device. The new release brings you a bunch of new features and covers more than 100 bug fixes and other improvements. CT Mobile 1.9.6 release requires iOS 10 or later. Synchronization data monitoring (type, date and time, status, and duration). The data is automatically transferred to Salesforce as the records of the Sync Log object with an attachment containing detailing information (log file). Use reports to analyze the synchronization. New synchronization algorithm with accelerated identification of the created and updated records. The Libraries module download process can be moved to the background, which significantly improves the synchronization time. Metadata downloading optimization. The fast and mixed synchronization processes are not interrupted in case of errors. The unsynchronized records containing errors can be synchronized after the errors are corrected. Multistep CT Mobile Workflow execution time is reduced. Child records can be created/updated/deleted after updating their parent record or after tapping the button defined in the CT Mobile Workflow rules. Capture geolocation during the CT Mobile Workflow step (e.g. on an Activity start or a record field update). Set the date and time when cloning or moving an event in the Calendar. Field dependency support (filters that allow changing the contents of a picklist based on the value of another field). Dashboards created via Salesforce Lightning UI are supported on the Home Screen. Attachments multi-select. Select multiple images from the Photos app to add them to a record. Improved replication. Shared records (previously unavailable) can be synchronized via fast synchronization. The administrator credentials are no longer required to access the Salesforce Metadata API during the synchronization. External libraries are updated to the latest versions. The Nearby Accounts module. The records list displays only the Accounts with defined geolocation and the records which are related to such Accounts. The minus key (-) is available on the In-App keyboard while editing the Number, Percent, and Currency type fields. The Search box value lower limit is reduced from three symbols to one. Activities are displayed correctly if the Start Date or End Date is out of the Visible Hours Range setting value. Mass actions with Activities. The moved or copied records date is calculated correctly. Fix for attachments folder. When adding an image to a record, the attachment folder orientation (portrait or landscape) corresponds to the current mobile application orientation. Fix for attachments folder. When adding an image to a record, the attachment folder orientation (portrait or landscape) corresponds to the current mobile application orientation. Fix for the Date/Time field values during the daylight saving time clock adjustment. The Person Account record type can be created from a reference field. Dashboards. Graphs with summary formulas involved are displayed correctly on Home Screen. Inactive filter criteria are no longer applied to reference fields. Fixed swipe right functionality (to open the main menu or the records list) in the related lists on iPhone devices. Managing the application’s business logic. No code, no development. The Roll-Up Summary fields support. The ability to create and manage detailed records for standard objects Task and Event. Customizable statistics gathering on displaying individual screens and elements in CLM presentations. Selective synchronization in case of user access rules to object records is changed. Now you can sort the custom and standard related lists by lookup fields. The Determine Location button is not displayed when using positioning on activity start. Presentation exit screen improvements. The offline-objects customization and loading process logic are revised. Prefixes and postfixes are now considered when working with objects and their fields. The synchronization process is optimized. The Recently Viewed standard filter (list view) is now supported. Increased number of fields, which are displayed in the calendar as additional information about activities. Now you can copy values from read-only fields. Work with several types of object records within a single custom related list. Metadata API to SOAP API migration. Application log records are more detailed. Person Accounts will now display in Nearby Accounts with appropriate settings. The improved logic of copying activities in the calendar. The Picklist fields. The fields are now displaying the correct values dependent (field dependency) from checkbox fields. Fix for users with Partner Community license type. Now they can add new posts in Chatter. The corrected logic of using Open Activities and Activity History related lists. Can no longer copy text to the Text field that exceeds the number of characters allowed. Updated for iOS 11. Two-way sync with iPad/iPhone internal Calendar. Events from the internal iPad/iPhone calendar can be displayed in the CT Mobile planning calendar. Standard Salesforce Orders are now supported in the CT Mobile app. New Salesforce SOS functionality - video calls to technical support with mobile device screen sharing capability. Optimized synchronization for organizations with an extended data model and large data volumes. Customizable set of search fields for each object. Quick record creation in reference fields (lookup) selection window. Custom report types are now supported for Salesforce reports and dashboards. Separate settings for displaying Event and Task object records in Open Activities and Activity History related lists. The Determine Geolocation functionality in the Accounts combo menu now depends on the user’s access rights to the geolocation field. Application log search functionality added. The Time type fields are now supported. Multiple currencies functionality added. Customizable Home screen for iPhone added. The Chatter functionality for iPhone was added. JS Bridge methods added: ctm.isableSlideScroll: optional lock for slides scrolling using gestures. ctm.enableSlideScroll: slide scrolling unlock option. ctm.storeFile: saving a file attachment as an attachment to a record. ctm.getFile - getting the contents of an attachment to a record. Ability to open contents using window.open in the native preview window. Added capability to select rendering mode for interactive content (Mobile Application Setup). wk - more productive and modern, suitable for most presentations. Used by default on mobile devices running iOS 9 and above. wks - local server for presentations display, created using MVC frameworks (angular, backbone, knockout, etc.), using connectable modules and components. UI - a classic renderer for backward compatibility with previously created presentations. Fix the list scrolling of available custom scenarios in the presentation details screen.","title":"CT Mobile iOS Release Notes","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-ios-release-notes","url":"/ctmobile-ios/3.0/news/ct-mobile-ios-release-notes.html","titles":[{"text":"CT Mobile 3.0","hash":"ct-mobile-3-0","id":1},{"text":"CT Orders for CT Mobile 3.0","hash":"ct-orders-for-ct-mobile-3-0","id":2},{"text":"CT Mobile 2.9","hash":"h2_211762337","id":3},{"text":"CT Orders for CT Mobile 2.9","hash":"h3_1184861485","id":4},{"text":"CT Vision for CT Mobile 2.9","hash":"h3_1172874712","id":5},{"text":"CT Mobile 2.8","hash":"h2_487586789","id":6},{"text":"Integrations","hash":"h3_1646834508","id":7},{"text":"CT Mobile 2.7","hash":"h2_487586804","id":8},{"text":"Synchronization","hash":"h3_810150278","id":9},{"text":"Salesforce Metadata","hash":"h3_132349664","id":10},{"text":"Monitoring and Logs","hash":"h3_2086756216","id":11},{"text":"Calendar","hash":"h3_1292798904","id":12},{"text":"Attachments, Chatter, and Libraries","hash":"h3_871715723","id":13},{"text":"Related Lists","hash":"h3_946326628","id":14},{"text":"Routes","hash":"h3_735612696","id":15},{"text":"Integrations","hash":"h3_1105737820","id":16},{"text":"CT Mobile 2.6","hash":"h2_487586803","id":17},{"text":"Integrations","hash":"h3_1001309540","id":18},{"text":"New Features and Improvements","hash":"h3_1892651793","id":19},{"text":"Synchronization","hash":"h4_680409294","id":20},{"text":"Salesforce Metadata","hash":"h4_1603447305","id":21},{"text":"Offline Objects","hash":"h4_1468985423","id":22},{"text":"CT Mobile 2.5","hash":"h2_487586802","id":23},{"text":"Integrations","hash":"h3_1910914881","id":24},{"text":"Work Offline with the CG Cloud","hash":"h3_254019950","id":25},{"text":"New Features and Improvements","hash":"h3_1089262978","id":26},{"text":"Synchronization","hash":"h4_523284731","id":27},{"text":"Salesforce Metadata","hash":"h4_1731602824","id":28},{"text":"Calendar","hash":"h4_1648197581","id":29},{"text":"Routes","hash":"h4_780929262","id":30},{"text":"Remote Detailing 2.0","hash":"h4_222227263","id":31},{"text":"CT Mobile 2.4","hash":"h1__487586801","id":32},{"text":"Integrations","hash":"h3_992243427","id":33},{"text":"Mobile List Views","hash":"h3_919979742","id":34},{"text":"Work while an Activity in Progress","hash":"h3_366911420","id":35},{"text":"Various Improvements","hash":"h3_694357220","id":36},{"text":"UI/UX","hash":"h4_284842084","id":37},{"text":"Salesforce Metadata","hash":"h4_800965327","id":38},{"text":"Planning Calendar","hash":"h4_404083085","id":39},{"text":"CT Presenter","hash":"h4_1014032374","id":40},{"text":"CT Mobile 2.3","hash":"h2_487586799","id":41},{"text":"CT Orders","hash":"h3_595932522","id":42},{"text":"New Features and Improvements","hash":"h3_559203458","id":43},{"text":"Salesforce Metadata","hash":"h4_559203458","id":44},{"text":"Planning Calendar","hash":"h4_1868937389","id":45},{"text":"Routes","hash":"h4_735612696","id":46},{"text":"CT Presenter","hash":"h4_1082669359","id":47},{"text":"Documents Module","hash":"h4_2072080212","id":48},{"text":"DFG-152","hash":"h4_907134769","id":49},{"text":"CT Mobile 2.2","hash":"h2_2128279152","id":50},{"text":"New Features and Improvements","hash":"h3_1642576463","id":51},{"text":"Synchronization","hash":"h4_302499989","id":52},{"text":"CT Presenter","hash":"h4_64119727","id":53},{"text":"Modules and Menu Items","hash":"h4_1477242707","id":54},{"text":"CT Mobile 2.1","hash":"h2_487586798","id":55},{"text":"New Features and Improvements","hash":"h3_2127149456","id":56},{"text":"Fixes","hash":"h3_649865195","id":57},{"text":"CT Mobile 1.4 (1.9.6)","hash":"h2_917121525","id":58},{"text":"New Features and Improvements","hash":"h3_1638892353","id":59},{"text":"Synchronization","hash":"h4_810150278","id":60},{"text":"CT Mobile Workflow","hash":"h4_1306378709","id":61},{"text":"Calendar","hash":"h4_1292798904","id":62},{"text":"General","hash":"h4_951662406","id":63},{"text":"Fixes","hash":"h3_116462914","id":64},{"text":"Calendar","hash":"h4_291739317","id":65},{"text":"General","hash":"h4_1398368348","id":66},{"text":"CT Mobile 1.1.0 (1.9.5)","hash":"h2_1182701537","id":67},{"text":"New Features and Improvements","hash":"h3_154000335","id":68},{"text":"Fixes","hash":"h3_1652028519","id":69},{"text":"CT Mobile 1.0.5 (1.9.3)","hash":"h2_432069667","id":70},{"text":"New Features and Components","hash":"h2_95930402","id":71},{"text":"CLM-presentations","hash":"h3_118294372","id":72}]},"1633":{"id":1633,"text":"Welcome to CT Mobile News! Here you can find out about new features, improvements, and fixes: explore the detailed Release Notes for each delivered version of our product. Also, you can compare the supported functionalities of CT Mobile. CT Mobile iOS Release Notes CT Mobile Package Release Notes Remote Detailing 2.0 Release Notes Salesforce Updates Pay attention that the screenshots are updating and can be not fitted the current available UI. Don’t worry, we are working on it!","title":"News","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/news/index.html","titles":[]},"1634":{"id":1634,"text":"In the app menu since CT Mobile 2.5: The color of the background for the menu item, for example, for Accounts, Applications, Opportunities, etc., corresponds to the selected color of the object tab in Salesforce. The color of the background for the modules and the Settings menu item corresponds to the main theme (refer to CT Mobile Control Panel: General → User Interface or CT Mobile Control Panel 2.0: User Interface). To specify the color of the background for the menu item: Go to Setup → User Interface → Tabs. Find the object to set up the color and click Edit next to it. Otherwise, click Create. If the object has no tab, the color of the background of its menu item will be set according to the main theme. Click the Tab Style field. Select the color or click the Create your own style button to add a new color. Click Save. The setup is complete. Launch synchronization to apply new settings.","title":"Coloring Menu Items and Modules","component":"ctmobile-ios","version":"3.0","name":"coloring-menu-items-and-modules","url":"/ctmobile-ios/3.0/admin-guide/app-menu/coloring-menu-items-and-modules.html","titles":[]},"1635":{"id":1635,"text":"Initially, the records are grouped in alphabetical order. You can rearrange the records according to the selected field. To group the records: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Select an object from the Selected list. In the Group records by picklist, select a field for grouping. Select ascending/descending records grouping order. Click Save. Go to the CT Mobile Control Panel 2.0: App Menu. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Select menu item from the Selected list. If you selected a module, for which grouping records is available: In the Group records by picklist, select a field for grouping. Select ascending/descending records grouping order. If you selected an offline object: Turn on Sorting and Grouping in List View. Select Grouping from the Type picklist. Click Add Grouping Field. Select field from the Group Records By picklist and their grouping order (A-Z or Z-A). You can add only one grouping fields. Click to remove selected field. Click Save. Launch the full synchronization on the mobile device to apply changes. Records are grouped according to the specified field. Alphabetical Order Grouping Oder","title":"Grouping Records","component":"ctmobile-ios","version":"3.0","name":"grouping-records","url":"/ctmobile-ios/3.0/admin-guide/app-menu/grouping-records.html","titles":[]},"1636":{"id":1636,"text":"Configure the main menu items and their order: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Drag and drop desired objects from the Available list to the Selected list. The Available list contains all offline objects. You can drag and drop objects between the lists. All objects in the Selected list will be available in the main menu in the same order. Make sure that the current profile has at least View permissions for the selected objects. You can review the profile’s permissions in Setup → Users → Profiles. Use the search to find the objects in the Available list by typing in the label or API name of the desired object. Click the button to open the Add menu item tool and select the desired additional modules. Arrange menu items in the Selected section. Click Save. Perform the full synchronization on the mobile device to apply settings. Go to CT Mobile Control Panel 2.0: App Menu. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Move desired objects from the Available list to the Selected list. The Available list contains all offline objects. You can move objects between the lists. All objects in the Selected list will be available in the main menu in the same order. Make sure that the current profile has at least View permissions for the selected objects. You can review the profile’s permissions in Setup → Users → Profiles. Use the search to find the objects in the Available list by typing in the label of the desired object. Click the Show Module Menu button to open the module menu and select the desired additional modules. Arrange menu items in the Selected section. The Home item cannot be moved and always remains on top. Click Save. Perform the full synchronization on the mobile device to apply settings. The setup is complete. To specify a custom icon for the offline object: Switch to Salesforce Classic, go to the Documents tab, click New and load the icon in the .pdf format. Go to Setup → User Interface → Tabs. Click Edit next to the required object. Click Tab Style. Click Create your own style. Click Insert an image and add the image from step 1. Click OK. Click Save. The icon is set. Launch full synchronization. The selected icon will also be displayed on the main tab of the open record of the offline object.","title":"Configuring App Menu","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/app-menu/index.html","titles":[{"text":"Specify an Icon for the Offline Object","hash":"h2_312093935","id":1}]},"1637":{"id":1637,"text":"CT Mobile allows using custom labels to rename menu items and modules. If the label attribute is set for a menu item or a module, the mobile application will use it. Labels may contain the following format specifiers: %d is a number, for example, in the Errors(%d) label; %@ is a string; \\n is newline. Do not remove them from labels. To rename a label for a menu item or a module: Go to Setup → User Interface → Custom Labels → click the Name of the menu item or module mentioned in the tables below. Create or override translation: In the Local Translations / Overrides section, click the New Local Translations / Overrides button to create a new translation. In the Package Translations section, click Override next to the required language to override translation. Click Save. The selected label is renamed. The table of available menu items: Menu Item Name Errors CTM_MainMenu_Tab_Errors Home CTM_MainMenu_Tab_Home Global Search CTM_MainMenu_Tab_GlobalSearch Settings CTM_MainMenu_Tab_Settings The table of available modules: Menu Item Name Calendar CTM_MainMenu_Tab_Calendar Chatter CTM_MainMenu_Tab_Chatter Links List CTM_MainMenu_Tab_LinkList Nearby Accounts CTM_MainMenu_Tab_NearbyAccounts Recent Items CTM_MainMenu_Tab_RecentItems Routes CTM_MainMenu_Tab_Routes To rename Applications, Libraries, and Quizzes modules: Go to Setup → User Interface → Rename Tabs and Labels → click Edit next to Applications, Libraries, or Quizzes. In the Plural field, enter a name. Click Save. The selected module is renamed.","title":"Renaming Menu Items and Modules","component":"ctmobile-ios","version":"3.0","name":"renaming-menu-items-and-modules","url":"/ctmobile-ios/3.0/admin-guide/app-menu/renaming-menu-items-and-modules.html","titles":[{"text":"Rename Menu Item or Module in Custom Labels","hash":"h2_455187194","id":1},{"text":"Rename Modules in Rename Tabs and Labels","hash":"h2_1059364362","id":2}]},"1638":{"id":1638,"text":"Applies to CT Mobile iOS versions starting from 3.0. Initially, offline objects records are sorted alphabetically by their title. To change their sorting method: Go to the CT Mobile Control Panel 2.0: App Menu. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Select an object from the Selected list. Turn on Sorting and Grouping in List View. Select Sorting from the Type picklist. Click Add Sorting Field. Select field from the Sort Records By picklist and their sorting order (A-Z or Z-A). You can add up to 10 sorting fields. Click to remove a field. The first sorting field is used as the default one in the mobile app. After a full sync, logging out or reinstalling the mobile app, the sorting will be reset to the default field, and the sorting order for all fields will be reset to the default one (A-Z). Click Save. Now you can sort records by configured sorting fields on selected list view.","title":"Sorting Records","component":"ctmobile-ios","version":"3.0","name":"sorting-records","url":"/ctmobile-ios/3.0/admin-guide/app-menu/sorting-records.html","titles":[]},"1639":{"id":1639,"text":"Table of Contents Location Application Menu Options The App Menu tab is intended to set up menu items and their order in the main menu. According to the selected profile, settings on this tab will be saved in the records of the CTM Settings object with the Menu record type. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. In the Search box, find the object that should be added to the main menu. Use the Advanced List option to display all available objects in the Available list. Click the object name in the Selected list to set up options for the object. Click to view the icons of the modules that can be added to the CT Mobile app. The modules' availability depends on the device platform. Hover the cursor over a module to see its short description. Click the icon to select the module and click Add. Rearrange the menu items in the Selected list in the desired order. At a customer’s request, complementary functional modules can be added to custom application builds. Click the Add Custom form to specify the significant word of the custom module. According to the selected menu item in the Selected list, the available options are displayed on the right: For the Home screen, enable the Customizable Home screen option. Add, size, and arrange widgets. For offline objects, group records by the criterion. For offline objects, enable online record fetching. For the Applications module, group records by the criterion. For the Links module, specify resources and web pages. For the Routes module, specify the ascending or descending order of records. See Also: Configuring App Menu","title":"CT Mobile Control Panel: App Menu","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-app-menu","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/ct-mobile-control-panel-app-menu.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Application Menu","hash":"h2_738493971","id":2},{"text":"Add menu item","hash":"h3_259736469","id":3},{"text":"Add Custom","hash":"h3_1872780512","id":4},{"text":"Options","hash":"h2_1511584348","id":5}]},"1640":{"id":1640,"text":"Table of Contents Location Activity Planning Calendar Settings Additional Activity Settings Activity Settings The Calendar tab is intended to enable planning activities, manage Activity objects, and specify the view of the Calendar module. According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Application Setup record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. If enabled, a user can create and manage activities in the Calendar, Nearby Accounts, and Routes modules. Specify the view of the Calendar module. From the Calendar View picklist, select the default calendar view. The available options: Month Week Day Use the slider to specify the default duration in minutes for scheduled activities. Hover over the slider to see the value: 5 minutes: the leftmost position, the minimum default duration. 1 hour: the rightmost position, the maximum default duration. If enabled, mobile users can use the toggle to display or hide weekends on the calendar grid. Use the slider to customize visible working hours. Hover over the slider to see the default visible hour range in the following format 8:20, where 8 is the earliest hour to show and 20 is the latest hour to show on the calendar grid. 0 hour: the leftmost position. 24 hours: the rightmost position. If enabled, the mobile user can start and finish an activity using the additional logic that may be applied to a started activity. If you have a CT Mobile Workflow using the Start or Finish buttons, the additional functionality listed below will be disabled even if these settings are applied. If enabled, a record of the Activity object will be available for editing only after tapping the Start button. Tapping the Finish button will lock the record for any modifications. If enabled, tapping the Start button will record the current geolocation of the Activity record in the Activity Geolocation Field API Name field. If enabled: Tapping the Start button will update the value in the Start Date field of the Activity record. Tapping the Finish button will update the value in the End Date field of the Activity record. Enable this option, and the mobile user will be able to leave the started Activity record and then come back to finish the Activity record. Specify one or more Activity objects. Click the Add new Activity object button to add and customize the required Activity object, such as Activity, Task, Event, and custom Activity objects. Each object has a title in the Activity Settings Number format, where the Number is the order number of the added Activity objects. Click the Delete activity object button to remove the required Activity object and its settings. Specify the API name of the required Activity object. Specify the API name of the field with the Date/Time type that contains information on the start date of the Activity record. Specify the API name of the field with the Date/Time type that contains information on the end date of the Activity record. Specify the API name of the field with the Picklist type that is responsible for the status of the Activity record. Specify the API name of the field with the Text type that will be used to store the description of the Activity record. Specify the API name of the field with the Geolocation type where the geolocation data of the Activity record will be written.","title":"CT Mobile Control Panel: Calendar","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-calendar","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/ct-mobile-control-panel-calendar.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Activity Planning","hash":"h2_751776964","id":2},{"text":"Calendar Settings","hash":"h2_81679169","id":3},{"text":"Calendar View","hash":"h3_1974887345","id":4},{"text":"Event Duration (minutes)","hash":"h3_808313222","id":5},{"text":"Show Week Type Switch","hash":"h3_2140284324","id":6},{"text":"Visible Hour Range","hash":"h3_256846269","id":7},{"text":"Additional Activity Settings","hash":"h2_1397981345","id":8},{"text":"Start/Finish Functionality","hash":"h3_1301025041","id":9},{"text":"Lock/Unlock Record","hash":"h3_1036133099","id":10},{"text":"Capture Geoposition","hash":"h3_684502934","id":11},{"text":"Update Start/End Date Fields","hash":"h3_276361556","id":12},{"text":"Enable Unfinished Activity","hash":"h3_1856075785","id":13},{"text":"Activity Settings","hash":"h2_70500171","id":14},{"text":"Activity Object API Name","hash":"h3_1397263211","id":15},{"text":"Activity Start Date Field API Name","hash":"h3_1674628596","id":16},{"text":"Activity End Date Field API Name","hash":"h3_1391348303","id":17},{"text":"Activity Status Field API Name","hash":"h3_1535211802","id":18},{"text":"Activity Description Field API Name","hash":"h3_1370849692","id":19},{"text":"Activity Geolocation Field API Name","hash":"h3_717585460","id":20}]},"1641":{"id":1641,"text":"Table of Contents Location Color Settings Options The Color Settings tab is intended to set up colors for the records of an offline object according to the criterion. According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Customization record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Click the Create button to add new color settings. Follow the steps here to assign colors for the records of the desired offline object. Color settings are grouped into categories according to the offline object. Each offline object can have only one coloring criterion. Click next to an offline object to edit color settings. Click next to an offline object to remove color settings for the offline object. See also: Custom Color Settings","title":"CT Mobile Control Panel: Color Settings","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-color-settings","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/ct-mobile-control-panel-color-settings.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Color Settings Options","hash":"h2_1200972364","id":2}]},"1642":{"id":1642,"text":"The Custom Details tab is intended to create and manage custom related lists of a record of an offline object. Settings on this tab will be saved in the corresponding fields of the Mobile Custom Details Settings record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Click the Create button to add new color settings. Follow the steps here to set up custom related lists for an offline object. Custom related lists are grouped into categories according to the offline object. Click next to the required custom related list to edit it. Click next to the required custom related list to remove it.","title":"CT Mobile Control Panel: Custom Details","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-custom-details","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/ct-mobile-control-panel-custom-details.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Custom Related List Options","hash":"h2_1467999814","id":2}]},"1643":{"id":1643,"text":"The custom tab allows you to manage the defined parameters in one place. Create and configure the custom Visualforce page, which is responsible for the tab interface. To add a custom tab to the CT Mobile Control Panel: Go to Setup → Custom Code → Visualforce Pages and click New. Create a new Visualforce page: Enter a tab name in the Label field. Enter AppControlPanelExtension in Name field. Add Description if needed. Set a flag next to the Available for Lightning Experience, Lightning Communities, and the mobile app and Require CSRF protection on GET requests checkboxes if needed. Enter your code in the Visualforce Markup form below. Check Version Settings. Click Save. Click and go to CT Mobile Control Panel. The custom tab is added.","title":"CT Mobile Control Panel: Custom Tab","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-custom-tab","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/ct-mobile-control-panel-custom-tab.html","titles":[]},"1644":{"id":1644,"text":"Table of Contents Location Global User Interface Geolocation Support and logs Object mappings The General tab is intended to specify the main settings which are responsible for the CT Mobile app interface and the CLM package integration with the target system, such as CT Pharma or CT CPG. The tab has the following sections: According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Application Setup record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. You can copy all profile settings to another profile: Select the profile in the Location field to copy its settings. Click the button next to the Location field. In the pop-up, select a required profile and click Copy setting. The main settings are copied. This attribute must be set if the client system uses the Person Accounts functionality. If enabled: Person Accounts are displayed in the Contacts menu item and on the Contacts tab of the modules, except for the cases if the Reference object is selected in the Reference Object API Name field. Accounts are displayed in the Accounts menu item and on the Accounts tab of the modules. If enabled, the first time the user launches the CT Mobile app, the app will ask the user to set a personal passcode. Then, every time the user opens the app, a password will be required to access the app. When you enter the wrong passcode three times in a row, the database will be reset. The ability to compress images used in the CT Mobile app. The quality of the original image depends on the device type and its settings. The attached images and taken photos may be compressed to reduce the amount of data sent to Salesforce. Hover over the slider to see the value: 0%: the leftmost position, the maximum amount of compression, and minimum image size. 100%: the rightmost position, no image compression, the functionality is disabled. The default value is 50%. This section is intended to personalize the CT Mobile interface. Click Customize next to Set App Color, Patterns, and Logo. In the App Customization window, the settings are located on the left side, and the tablet view with applied settings is on the right side. After customizing, click Save. The setup is complete. Click to view the App Customization window Manage the title pattern of the application screen. Select one of the configured patterns or upload your pattern by selecting the Own value from the picklist. The file size limit is 2 MB. The file format is limited to PNG. Image dimensions must be in the range from 1024 х 70 to 2732 х 204. To remove any pattern, select None. Manage the home pattern for the application screen background. Select one of the configured patterns or upload your pattern by selecting the Own value from the picklist. The file size limit is 2 MB. The file format is limited to PNG. Image dimensions must be in the range from 1024 х 768 to 2732 х 2048. To remove any pattern, select None. Select the background color for the CT Mobile screens. Click on the field to select a color from the drop-down palette or enter the color code. Select the homepage logo to display when the Logo widget is added on the Home Screen. Click Choose file to add a new logo. The logo file size limit is 4 MB. The file format is limited to PNG. The logo will be saved in the following format: For General Settings profile: Mobile.Logo.png. For a user profile: Mobile.Logo_{profile.id}.png. Large images will be automatically resized. To view the logo in Salesforce, switch Lightning Experience to Salesforce Classic, go to Documents and open the CT CLM folder. Geolocation data may be used for the Maps widget on a record, in the Routes and Nearby Accounts modules. If enabled, geolocation data on the Account and Activity objects will be collected in the Account Geolocation or Account Full Address field according to selection and in the Activity Geolocation Field API Name field. If enabled, geolocation data continues to collect even if the CT Mobile app runs in background mode. Set up the tracking interval of the geolocation data in seconds. If set to 0, the user’s current location will not be captured. To use geolocation, create a field with the Geolocation__c API name and with the Geolocation type on the Account object or Retail Store object in case of the CG Cloud integration. Then select this field in the Account Geolocation Field picklist. If geolocation data is not specified, the account location will be retrieved from the Account Full Address field. Specify a field with the formula type to view the full address of the Account record. Create a new field with the Formula(Text) type on the Account object to contain City, Street, and other address info in one line. This field will be used to track geolocation data and build routes. To correctly track geolocation data, a formula should not return any symbols, for example, in a case, if one of the mentioned in the formula fields is blank. For example, to view the shipping city and shipping street, enter the following: IF( NOT( ISBLANK(ShippingCity) ), ShippingCity & \", \" , \"\" ) & ShippingStreet Obtain and enter your Google Maps API key for using Google Maps in the CT Mobile iOS app. Obtain and enter your Bing Maps Windows API Key on this tab for using Bing Maps in the CT Mobile Windows app. Obtain and enter your Google Maps API key on this tab for using Google Maps in the CT Mobile Android apps. Obtain and enter your Google Maps JavaScript API Key to track the geolocation of CT Mobile iOS users in real-time via the Geolocation Center in Salesforce. If enabled, the Sync Log records will be created during the sync process on the mobile device. This attribute defines whether a Sync Log record should be created or not. Select an option: None: sync log record is not created Error: sync log record is created only in case of a sync error All: sync log record is created for each synchronization regardless of whether it was successful or not In this case, data storage can be overloaded. Choose where to send the customer’s database dump of the CT Mobile app. Select an option: Salesforce.com The database dump will be attached to one or more Sync Log records in case of exceeding the size of 20MB. E-mail In the Support Email field, specify the email to send the data logs and screenshots of synchronization errors. Select an object that will be used as a product. The Product Object API Name field of the Mobile Application Setup should be correctly specified for each Activity object in the Activity Object API Name field. Records of the selected object will be displayed on the Contacts menu item, on the Contacts tab in the Nearby Accounts module, and on the Contacts and Hierarchy View tabs in the Calendar module. If the many-to-many relationship between the Account and Contact objects is not used in the system, please leave this field blank. For more information, refer to Reference Object.","title":"CT Mobile Control Panel: General","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-general","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/ct-mobile-control-panel-general.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Copy Settings","hash":"h3_1877182756","id":2},{"text":"Global","hash":"h2_389408561","id":3},{"text":"Person Accounts Enabled","hash":"h3_471160840","id":4},{"text":"Passcode Enabled","hash":"h3_643998525","id":5},{"text":"Image Quality","hash":"h3_377059502","id":6},{"text":"User Interface","hash":"h2_1037766202","id":7},{"text":"Title Pattern","hash":"h3_1718046162","id":8},{"text":"Home Pattern","hash":"h3_1108618695","id":9},{"text":"Device Background Color","hash":"h3_1461860777","id":10},{"text":"Homepage Logo","hash":"h3_1354766135","id":11},{"text":"Geolocation","hash":"h2_670774632","id":12},{"text":"Enable Location Tracking","hash":"h3_335024009","id":13},{"text":"Enable Background Location Tracking","hash":"h3_1567195273","id":14},{"text":"Tracking Interval (in seconds)","hash":"h3_1808523151","id":15},{"text":"Account Geolocation Field","hash":"h3_612123135","id":16},{"text":"Account Full Address Field","hash":"h3_1092547330","id":17},{"text":"Google Maps iOS API Key","hash":"h3_604215198","id":18},{"text":"Bing Maps Windows API Key","hash":"h3_1990058335","id":19},{"text":"Google Maps Android API Key","hash":"h3_375370096","id":20},{"text":"Google Maps JavaScript API Key","hash":"h3_1631921024","id":21},{"text":"Support and logs","hash":"h2_1687169837","id":22},{"text":"Enable Sync Logs","hash":"h3_272409891","id":23},{"text":"Debug Level","hash":"h3_1226274811","id":24},{"text":"Send database dump to","hash":"h3_813073278","id":25},{"text":"Object mappings","hash":"h2_479934482","id":26},{"text":"Product Object API Name","hash":"h3_2141706831","id":27},{"text":"Reference Object API Name","hash":"h3_494016929","id":28}]},"1645":{"id":1645,"text":"Table of Contents Location Mini Layout Options The Mini Layouts tab is intended to configure and manage special forms that simplify the creation of a new record in the CT Mobile app. According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Mini Layout Settings record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Click the Create layout button to add a new mini layout. Follow the steps here to configure a mini layout for the desired offline object. Mini layouts are grouped into categories according to the offline object. Click next to the desired mini layout to edit it. Click next to the desired mini layout to delete it. See also: Configuring Mini Layouts","title":"CT Mobile Control Panel: Mini Layouts","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-mini-layouts","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/ct-mobile-control-panel-mini-layouts.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Mini Layout Options","hash":"h2_632328267","id":2}]},"1646":{"id":1646,"text":"Table of Contents Location Offline Objects Options Enable Conflict Manager Quick Record Sync Sync Recovery Object Permissions Related Lists The Offline Objects tab is intended for managing offline objects and standard related lists. According to the selected profile, settings on this tab will be saved in the records of the CTM Settings object with the Offline Objects and Standard Related List record type. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Use the Advanced List option to display all objects in the Available list regardless of whether the object has a page layout. Click the object name in the Selected list to set up the user’s permissions to work with this object and standard related lists. The options described below are not available for the number of CT Orders objects: Order Delivery Order Line Item Delivery Line Item Calculated Discount If turned on, the synchronization will result in an error. If enabled, the Conflict Manager will track changes made to the same record in CT Mobile and Salesforce. In the event of a conflict, the mobile user can choose which change to save. If enabled, a mobile user with the corresponding profile can sync a single record and its child records by applying the pull-to-refresh gesture on the record’s layout. If enabled, records with errors will still be sent to Salesforce. Available values: Empty value is set by default—Sync Recovery is disabled. Use Direct access for pushing the changes directly to an object via the additional web service. Use Proxy object for pushing the changes as a JSON file attached to the Sync Log record via the additional web service. In Salesforce, you can apply the custom logic for JSON files. For more information, refer to Sync Recovery. Restrict the profile permissions to create or delete records of the desired offline object. Set up SOQL filters to download only the required records. For more information, refer to Managing Offline Objects. Restrict the profile permissions to create or delete records of the standard related lists that are added to the page layout of an offline object and available for the selected record type. Set up SOQL filters for using a toggle in the CT Mobile app to display all records or only records that match the criteria. Enable the timeline view instead of the standard view of standard related lists if needed. For more information, refer to Managing Offline Objects. Also, get familiar with the information in the Standard Related Lists article. To set up custom related lists of an offline object, go to CT Mobile Control Panel: Custom details. See also: Managing Offline Objects","title":"CT Mobile Control Panel: Offline Objects","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-offline-objects","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/ct-mobile-control-panel-offline-objects.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Offline Objects","hash":"h2_1468985423","id":2},{"text":"Options","hash":"h2_70757812","id":3},{"text":"Enable Conflict Manager","hash":"h3_1442227750","id":4},{"text":"Quick Record Sync","hash":"h3_202390671","id":5},{"text":"Sync Recovery","hash":"h3_37043680","id":6},{"text":"Object Permissions","hash":"h2_263612775","id":7},{"text":"Related Lists","hash":"h2_946326628","id":8}]},"1647":{"id":1647,"text":"Table of Contents Location Remote Detailing Settings Refresh CLM-presentations The Presenter tab is intended to configure the Remote Detailing functionality. According to the selected profile, several settings on this tab will be saved in the corresponding fields of the CLM Settings record. Click to view the interface Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings. To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the icon. Switch to enable the Remote Detailing functionality and display available options. If enabled, the participants are allowed to stream video and audio during the Remote Detailing meeting. If enabled, the participants are allowed to communicate with each other on the Chat tab (for Remote Detailing 1.0) or Comments tab (for Remote Detailing 2.0) during the Remote Detailing meeting. If enabled, the chat history of the Remote Detailing meeting will be saved as the .html file in the Attachment section of the Activity record. If enabled, certain JS Bridge methods will be available on the CLM presentation slides during the Remote Detailing meeting. Please, refer to JS Bridge Methods Availability. If enabled, the statistics per each slide will be gathered not only for the presenter but also for each participant too. If enabled, the presenter can resume the finished Remote Detailing session. The statistics will be collected for the resuming meeting too. Use the same link to enter the previously finished meeting. If enabled, you can specify a custom domain name for your meeting URL: Type in your domain name to the Subdomain Name and click Check availability: If this domain name is available, you will get the message about it from your web browser, click OK: Click Create Subdomain. You will get the message about domain name availability again, click OK. Click OK to confirm the subdomain creation: Click OK on the message about subdomain creation request: Click Save at the bottom of the page. If you do not click Save, the subdomain name will not be created. To change your custom domain name: Disable the Custom Subdomain Enabled toggle. Click OK to confirm the releasing of your subdomain name: Click OK on the message about subdomain deletion request: Enable the Custom Subdomain Enabled toggle. Repeat all the steps (1 – 7) to set your custom domain name. If enabled, audio of the Remote Detailing meeting may be recorded and saved as a Lightning component to the corresponding Activity record. The presenter should receive the participant’s permission to record audio using the Terms of Use on the Welcome Screen (refer to CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing). If a guest did not accept, they cannot participate in the Remote Detailing meeting. A notification will be sent to the administrator when the audio record exceeds available space and cannot be saved. For more information, refer to Remote Detailing 2.0: Audio Recording. If enabled, the audio of the Remote Detailing meeting will be automatically deleted from the Activity record according to the expiration date in the Delete After (days) field. The number of days to keep an audio recording in Salesforce if the Scheduled Activity Audio Cleanup attribute is enabled. The default value is 30 days. After the expiration date, the audio recording is deleted from the Activity record. Participant permissions are still in the Activity record. If enabled, you can specify the terms of use that will be displayed on the Welcome screen. If a user does not accept the terms of use, they will not be able to participate in the Remote Detailing or Self-Detailing meeting. Specify your company and agreement type in the corresponding fields to replace them automatically in the draft agreement. By default, there is a draft agreement in English. Add another language and text to the agreement, if necessary. Click Add language, to specify terms of use for additional language. Click Delete language, to remove terms of use on the selected language. Click to view an example For the Remote Detailing meeting, the session timeout is the time interval after the presenter left the meeting, for example, in case of internet connection loss. When the timeout is reached, all participants will be automatically logged out. For the Self Detailing meeting, the session timeout is the time interval when a participant does not perform any action. When the timeout is reached, the inactive participant session expires, a participant is automatically logged out, and their statistics at the meeting are sent to Salesforce. The field API name of the Activity object for the Application IDs storing, for example, ApplicationIds__c. The field to store Application IDs should have the same API name on any Activity object for the Remote Detailing or Self Detailing session. The same field will be automatically entered for all available profiles. The field API name of the Activity object for the invitation link storing, for example, RDLink__c. The field to store an invitation link should have the same API name on any Activity object for the Remote Detailing or Self Detailing session. The same field will be automatically entered for all available profiles. Not applied since CT Mobile package v. 3.63. Specify the active site URL for logging in, viewing the CLM presentation, and collecting the statistics of the CLM presentation via the Self Detailing functionality. Available since CT Mobile package v. 3.66. Enter the API name of a checkbox of the Activity object, for example, IsRequiredEmail__c. If the checkbox is active, the participant should fill out an email on the Welcome screen to access the Remote Detailing meeting. In the Available section, there are domains, for example, the instance or community URL, that can be used to connect with the Remote Detailing session. If several URLs are added in the Selected section, the presenter should select the appropriate URL to launch the Remote Detailing session. Available since CT Mobile package v. 3.63. To access the Self Detailing functionality: Create the integration user. Click Connect. Authorize as the integration user in Salesforce. All statistics for participants of the Self-Detailing meeting will now be collected for the connected integration user. For the Self Detailing mode, click the Refresh CLM-presentations button to send JSON files of appropriate CLM-presentations and specified session timeout to the Customertimes server. Also, when the Self Detailing meeting is finished, the participant’s statistics will be sent to Salesforce. Select CLM presentations to send, for example, only active CLM presentations or only available for the Remote Detailing session, click the Send data button, wait for the confirmation, and click Close. Click to view the interface","title":"CT Mobile Control Panel: Presenter","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-presenter","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/ct-mobile-control-panel-presenter.html","titles":[{"text":"Location","hash":"h2__1969690579","id":1},{"text":"Remote Detailing Settings","hash":"h2_985373192","id":2},{"text":"Video Streaming Enabled","hash":"h3_172954036","id":3},{"text":"Text Chat Enabled","hash":"h3_1970573228","id":4},{"text":"Text Chat History Enabled","hash":"h3_743522332","id":5},{"text":"CRM Data Sharing Enabled","hash":"h3_949497961","id":6},{"text":"Detailed Statistics Enabled","hash":"h3_856955672","id":7},{"text":"Call Repeat Allowed","hash":"h3_341694305","id":8},{"text":"Custom Subdomain Enabled","hash":"h3_298754890","id":9},{"text":"Audio Record Enabled","hash":"h3_912321036","id":10},{"text":"Scheduled Activity Audio Cleanup","hash":"h3_1230065320","id":11},{"text":"Delete After (days)","hash":"h3_1157844415","id":12},{"text":"Terms of Use on the Welcome Screen","hash":"h3_1019207818","id":13},{"text":"Data for Terms of Use","hash":"h4_1782060860","id":14},{"text":"Text for terms of Use","hash":"h4_986969989","id":15},{"text":"Language of Terms of Use","hash":"h4_826226552","id":16},{"text":"Session Timeout (in seconds)","hash":"h3_1123335710","id":17},{"text":"Applications List Field","hash":"h3_201439959","id":18},{"text":"Link Field","hash":"h3_1311451422","id":19},{"text":"Endpoint URL","hash":"h3_608996078","id":20},{"text":"Email Required Field","hash":"h3_868233337","id":21},{"text":"Login URL","hash":"h3_193092178","id":22},{"text":"Self-Detailed User","hash":"h3_53846510","id":23},{"text":"Refresh CLM-presentations","hash":"h2_891805269","id":24}]},"1648":{"id":1648,"text":"The Workflows tab is intended to set up CT Mobile Workflows. According to the selected profile, the settings on this tab will be saved in the records of the CT Mobile Workflow and CT Mobile Workflow Step. Click to view the interface CT Mobile workflows allow managing the business logic of the mobile application using no code. Workflow is a set of automated steps invoking in a specified order and with specified criteria, and consists of two objects: Workflow rule: describes the condition (trigger) of the workflow. Available triggers: After updating an object. On Click—for interface objects. Workflow step: describes an action on a record(s). Available actions: Updating current record, parent record or related records. Creating new related record or parent record. Deleting related record or parent record. Capturing and updating geo-position of the current record, parent record or related records. Workflow rules override application settings. For example, if you apply a workflow to the Start visit button, the parameters specified in the CT Mobile Control Panel (removing a geo position, blocking a record or updating date fields) will not be processed. First, create a CT Mobile workflow rule: Click Create. Fill out the fields. Refer to CT Mobile Workflow Field Reference to know more about each field. Click Save. The CT Mobile workflow rule is created. Then, create CT Mobile workflow steps: Click next to the appropriate workflow. Fill out the fields. Refer to CT Mobile Workflow Step Field Reference to know more about each field. Click Save. The CT Mobile workflow step is created. Repeat the actions 1–3 to create as many steps as you need. See also: CT Mobile Workflows: Use Cases CT Mobile Workflow Field Reference CT Mobile Workflow Step Field Reference","title":"CT Mobile Control Panel: Workflows","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-workflows","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/ct-mobile-control-panel-workflows.html","titles":[{"text":"Create a CT Mobile Workflow Rule","hash":"h2_1332411445","id":1},{"text":"Create a CT Mobile Workflow Step","hash":"h2_438443077","id":2}]},"1649":{"id":1649,"text":"CT Mobile Control Panel is a Salesforce interface for connecting the CT Mobile solution to the customer’s target system and for specifying all the necessary settings to personalize the CT Mobile app. A user configuring a CT Mobile solution must have a separate profile and an assigned CT Mobile Administrator permission set. All customizations for the selected profile will be saved in custom settings or as CTM Settings records. Settings for menu, offline objects, and standard related lists on the CT Mobile Control Panel are displayed based on the CTM Settings records. Other settings are displayed according to the records of the custom settings. The CT Mobile Control Panel is divided into the following tabs: CT Mobile Control Panel: General CT Mobile Control Panel: Offline Objects CT Mobile Control Panel: App Menu CT Mobile Control Panel: Calendar CT Mobile Control Panel: Mini Layouts CT Mobile Control Panel: Color Settings CT Mobile Control Panel: Custom Details CT Mobile Control Panel: Workflows CT Mobile Control Panel: Tools CT Mobile Control Panel: Presenter CT Mobile Control Panel: Custom Tab Custom Settings CTM Settings","title":"CT Mobile Control Panel","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/index.html","titles":[]},"1650":{"id":1650,"text":"Table of Contents Start/Finish Functionality Capture Geolocation when Activity is Started Update Start/End Date When Starting/Ending Activity Allow to Leave Unfinished Activity Lock Activities for Editing after Finishing Calendar Activities Fields Mapping Activity Copying This tab is available only if the Calendar module is added to the app menu. After removing the Calendar module from the app menu, all its settings, as well as settings in the Activities tab, will be deleted. The Activities tab is intended to configure objects, which are used in the Calendar module of the mobile app. The tab has the following sections: If enabled, the mobile user can start and finish an activity using the additional logic that may be applied to a started activity. If you have a CT Mobile Workflow using the Start or Finish buttons, the additional functionality listed below will be disabled even if these settings are applied. If enabled, geolocation data on the Account and Activity objects will be collected in the Account Geolocation Field or Account Full Address Field according to selection and in the Geolocation Field. If enabled: Tapping the Start button will update the value in the Start Date field of the Activity record. Tapping the Finish button will update the value in the End Date field of the Activity record. If enabled, the mobile user will be able to leave the started Activity record and then come back to finish the Activity record. If enabled, a record of the Activity object will be available for editing only after tapping the Start button. Tapping the Finish button will lock the record for any modifications. Specify one or more Activity objects. Click to add and customize the required Activity object, such as Activity, Task, Event, and custom Activity objects. Click to remove the required Activity object and its settings. Specify the API name of the field with the Date or Date/Time type that contains information on the start date of the Activity record. Specify the API name of the field with the Date or Date/Time type that contains information on the end date of the Activity record. The API name of the field on the Activity object is used as an additional attribute showing that the Activity is finished. The field is used when the Start/Finish functionality is enabled. If the Capture Geolocation when Activity is Started option is enabled, specify the API name of the field with the Geolocation type where the geolocation data of the Activity record will be written. This functionality will be available in the future releases of the CT Mobile Control Panel. Specify fields that should be copied while copying activities in the Calendar module of the mobile app. All: all fields of an activity will be copied. Custom: select below fields to copy. Click Save to apply new settings.","title":"CT Mobile Control Panel 2.0: Activities","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-activities-new","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ct-mobile-control-panel-activities-new.html","titles":[{"text":"Start/Finish Functionality","hash":"h2_1301025041","id":1},{"text":"Capture Geolocation when Activity is Started","hash":"h4_470962300","id":2},{"text":"Update Start/End Date When Starting/Ending Activity","hash":"h4_457278244","id":3},{"text":"Allow to Leave Unfinished Activity","hash":"h4_1904984675","id":4},{"text":"Lock Activities for Editing after Finishing","hash":"h4_1219382202","id":5},{"text":"Calendar Activities","hash":"h2_2014841429","id":6},{"text":"Fields Mapping","hash":"h3_1738741379","id":7},{"text":"Start Date Field","hash":"h4_1766544266","id":8},{"text":"End Date Field","hash":"h4_587549689","id":9},{"text":"\"IsDone\" Field","hash":"h4_1892261162","id":10},{"text":"Geolocation Field","hash":"h4_1419137192","id":11},{"text":"Activity Copying","hash":"h3_1877182756","id":12},{"text":"Fields to Copy","hash":"h4_1834463667","id":13}]},"1651":{"id":1651,"text":"Table of Contents Menu Items List Module Menu Menu Items Options The App Menu tab is intended to set up menu items and their order in the main menu. According to the selected profile, settings on this tab will be saved in the records of the CTM Settings object with the Menu record type. In the Search box, find the object that should be added to the main menu. Click the object name in the Selected list to set up options for the object. Use and arrows to move items between Available and Selected lists. The Home item cannot be moved. Module items can be added and removed only by using the Module menu. Use and arrows to reorder items in the Selected list. The Home item cannot be moved and is always on top. Click Show Module Menu to view the icons of the modules that can be added to the CT Mobile app. The modules' availability depends on the device platform. Hover the cursor over a module to see its short description. Click the icon to select the module. Switch between All, Application Modules, Integration, and Custom tabs to view appropriate modules. Rearrange the menu items in the Selected list in the desired order. At a customer’s request, complementary functional modules can be added to custom application builds. On the Custom tab, click the Add New Custom button to specify the significant word of the custom module. According to the selected menu item in the Selected list, the available options are displayed on the right: Enable the Customizable Screen option. Click Add Widget to add a new widget; resize and arrange widgets. Refer to Home screen for more details. Group records by the criterion and ascending or descending order of records. Define fields available for filtering in mobile list view. Refer to Managing Offline Objects for more details. Click Add Category to add a link list. Refer to Links for more details. Configure the Calendar options: Activity Duration (min): specify the default duration in minutes for scheduled activities. Default View: select the default calendar view. The available options: Month Week Day Visible Hour Range Start: specify the earliest hour to show on the calendar. Visible Hour Range End: specify the latest hour to show on the calendar. Show \"Weekends\" Switch: if enabled, mobile users can use the toggle to display or hide weekends on the calendar grid. Refer to CT Mobile Control Panel 2.0: Activities to learn about calendar activities. After removing the Calendar module, all its settings, as well as settings in the Activities tab, will be deleted. Product Object: select an object that will be used as a product. Group records by the criterion and ascending or descending order of records. Define the way how files uploaded to the Libraries module must be downloaded during synchronization. Available values: Download As Preview: only preview images will be downloaded. Tap on the preview image to download the entire file. Full Size: the entire file will be downloaded.","title":"CT Mobile Control Panel 2.0: App Menu","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-app-menu-new","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ct-mobile-control-panel-app-menu-new.html","titles":[{"text":"Menu Items List","hash":"_menu_items_list","id":1},{"text":"Module Menu","hash":"_module_menu","id":2},{"text":"Add Module","hash":"h3_259736469","id":3},{"text":"Add Custom Module","hash":"h4_1920822856","id":4},{"text":"Menu Items Options","hash":"h2_631783032","id":5},{"text":"Home Screen","hash":"h3_244725665","id":6},{"text":"Offline Objects","hash":"h3_1468985423","id":7},{"text":"LinkList","hash":"h3_330756966","id":8},{"text":"Calendar","hash":"h3_1292798904","id":9},{"text":"CT Orders","hash":"h3_595932522","id":10},{"text":"Salesforce Content","hash":"h3_1016751028","id":11}]},"1652":{"id":1652,"text":"The Color Settings tab is intended to set up colors for the records of an offline object according to the criterion. According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Customization record. Color settings are grouped into categories according to the offline object. Each offline object can have only one coloring criterion. To create a color setting: Go to CT Mobile Control Panel: Colors. Select user profile. On the left list, select an object. Toggle Show Objects with Settings if needed. Click Add Settings. Select a criterion from the list. Only fields with the Picklist type of the selected offline object can be used as the criterion. Select the colors for each record type or type in the color code. Click Save. See also: Custom Color Settings","title":"CT Mobile Control Panel 2.0: Colors","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-colors-new","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ct-mobile-control-panel-colors-new.html","titles":[{"text":"Create a Color Setting","hash":"h2_618294074","id":1}]},"1653":{"id":1653,"text":"The Custom tab is intended to configure custom related lists. To create a custom related list: Go to CT Mobile Control Panel: Custom Details. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. On the left list, select an object. Toggle Show Objects with Settings if needed. Click Add Settings. Enter a name for related list and click . Select a record type for the object to apply the custom details setting. If a record has no custom record type associated with it, then the Master record type will be used. On the Main tab, select values from the picklists: Related Object: the object, which records will be displayed in the related list Lookup Field Related Object Record Type Define the following: Create/Delete permissions. Influence the ability to create and/or delete records on the custom related list tab. Drilldown. Enable the setting to add the option of opening the record details screen. In the Columns section, define fields for the related list: Select a field from the drop-down list. Click Add Field to add a new field. Define the Read Only and the Required options for the fields. If the updateable attribute has a false value, this field will be read-only even if the Read Only attribute has not been selected. If the nillable attribute has a false value, this field will be required to fill in even if the Required attribute has not been selected. On the Filter tab, set up SOQL filters for using a toggle in the CT Mobile app to display all records or only records that match the criteria: Use Add Filter and Add Group buttons to build the filter criteria. Click Add Sorting and Limit button to specify sorting options for the filter results, configuring the fields: Sort Results By Sort Order Max Records Click Save to apply new settings.","title":"CT Mobile Control Panel 2.0: Custom Details","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-custom-details-new","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ct-mobile-control-panel-custom-details-new.html","titles":[]},"1654":{"id":1654,"text":"Table of Contents Object Model Parameters Person Account Relate Contact to Multiple Accounts by Junction Object Application Settings Passcode Quality of Attached Images Maps Account Geolocation Field Account Full Address Field Maps Type Google Maps iOS API Key Google Maps Android API Key Google Maps JavaScript API Key Bing Maps Windows API Key Background Location Tracking Logs and Support Debug Level Send database dump to Auto Sync Frequency According to the selected profile, settings on this tab will be saved in the corresponding fields of the Main Settings record. The General tab is intended to specify the main settings, which are responsible for the CT Mobile app interface and the CLM package. The tab has the following sections: Before configuring settings, select user profile in the Set up profile list. After that, you will be able to configure settings for this profile on the General tab and all other tabs. To configure settings for all users, select General settings profile. Click Delete button to delete settings for a selected user profile. Click Save to apply new settings. Enable this attribute must be set if the client system uses the Person Accounts functionality. If enabled: Person Accounts are displayed in the Contacts menu item and on the Contacts tab of the modules, except for the cases if the Reference object is selected in the Relate Contact to Multiple Accounts by Junction Object list. Accounts are displayed in the Accounts menu item and on the Accounts tab of the modules. Records of the selected object will be displayed on the Contacts menu item, on the Contacts tab in the Nearby Accounts module, and on the Contacts and Hierarchy View tabs in the Calendar module. If the many-to-many relationship between the Account and Contact objects is not used in the system, please leave this field blank. For more information, refer to Reference Object. If enabled, the first time the user launches the CT Mobile app, the app will ask the user to set a personal passcode. Then, every time the user opens the app, a password will be required to access the app. When you enter the wrong passcode three times in a row, the database will be reset. The ability to compress images used in the CT Mobile app. The quality of the original image depends on the device type and its settings. The attached images and taken photos may be compressed to reduce the amount of data sent to Salesforce. Hover over the slider to see the value: 0%: the leftmost position, the maximum amount of compression, and minimum image size. 100%: the rightmost position, no image compression, the functionality is disabled. The default value is 50%. Settings that may be used for the Maps widget on a record, in the Routes and Nearby Accounts modules. To use geolocation, create a field with the Geolocation__c API name and with the Geolocation type on the Account object or Retail Store object in case of the CG Cloud integration. Then select this field in the Account Geolocation Field picklist. If geolocation data is not specified, the account location will be retrieved from the Account Full Address field. Specify a field with the formula type to view the full address of the Account record. Create a new field with the Formula(Text) type on the Account object to contain City, Street, and other address info in one line. This field will be used to track geolocation data and build routes. To correctly track geolocation data, a formula should not return any symbols, for example, in a case, if one of the mentioned in the formula fields is blank. For example, to view the shipping city and shipping street, enter the following: IF( NOT( ISBLANK(ShippingCity) ), ShippingCity & \", \" , \"\" ) & ShippingStreet Select one of the maps type to use: Apple Maps Google for iOS Google for Android Bing Maps Options described below are available depending on the selected map type. Obtain and enter your Google Maps API key for using Google Maps in the CT Mobile iOS app. Obtain and enter your Google Maps API key on this tab for using Google Maps in the CT Mobile Android apps. Obtain and enter your Google Maps JavaScript API Key to track the geolocation of CT Mobile iOS users in real-time via the Geolocation Center in Salesforce. Obtain and enter your Bing Maps Windows API Key on this tab for using Bing Maps in the CT Mobile Windows app. If enabled, geolocation data continues to collect even if the CT Mobile app runs in background mode. Set up the tracking interval of the geolocation data in seconds. If set to 0, the user’s current location will not be captured. Default value is 60. This attribute defines whether a Sync Log record should be created or not. Select an option: Disabled: sync log record is not created All: sync log record is created for each synchronization regardless of whether it was successful or not In this case, data storage can be overloaded. Error: sync log record is created only in case of a sync error Choose where to send the customer’s database dump of the CT Mobile app. Select an option: Salesforce.com The database dump will be attached to one or more Sync Log records in case of exceeding the size of 20 MB. E-mail Specify the email to send the data logs and screenshots of synchronization errors. Applies to CT Mobile iOS versions starting from 3.0 Enables automatic synchronization for CT Mobile iOS app. Select automatic synchronization frequency from this picklist, available values: from 15 minutes to 24 hours. Default values is 15 minutes.","title":"CT Mobile Control Panel 2.0: General","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-general-new","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ct-mobile-control-panel-general-new.html","titles":[{"text":"Object Model Parameters","hash":"h2_389408561","id":1},{"text":"Person Account","hash":"h3_471160840","id":2},{"text":"Relate Contact to Multiple Accounts by Junction Object","hash":"h3_351797814","id":3},{"text":"Application Settings","hash":"h2_455809843","id":4},{"text":"Passcode","hash":"h3_643998525","id":5},{"text":"Quality of Attached Images","hash":"h3_377059502","id":6},{"text":"Maps","hash":"h2_670774632","id":7},{"text":"Account Geolocation Field","hash":"h3_612123135","id":8},{"text":"Account Full Address Field","hash":"h3_1092547330","id":9},{"text":"Maps Type","hash":"h3_1293801021","id":10},{"text":"Google Maps iOS API Key","hash":"h3_604215198","id":11},{"text":"Google Maps Android API Key","hash":"h3_375370096","id":12},{"text":"Google Maps JavaScript API Key","hash":"h3_1631921024","id":13},{"text":"Bing Maps Windows API Key","hash":"h3_1424081301","id":14},{"text":"Background Location Tracking","hash":"h3_1830650750","id":15},{"text":"Tracking Interval (in seconds)","hash":"h3_1808523151","id":16},{"text":"Logs and Support","hash":"h2_1687169837","id":17},{"text":"Debug Level","hash":"h3_1226274811","id":18},{"text":"Send database dump to","hash":"h3_813073278","id":19},{"text":"Auto Sync","hash":"auto-sync","id":20},{"text":"Frequency","hash":"_frequency","id":21}]},"1655":{"id":1655,"text":"The Mini Layouts tab is intended to configure and manage special forms that simplify the creation of a new record in the CT Mobile app. According to the selected profile, settings on this tab will be saved in the corresponding fields of the Mobile Mini Layout Settings record. Mini Layouts are special forms with a preconfigured set of fields that are used to create a record in a more convenient way. A mini layout will appear, for example, when tapping the plus button to create a new Account record or creating a new Activity record on the calendar grid. A mini layout can be assigned per each active record type of the offline object. If a mini layout for an offline object or its record type is not configured, the default page layout will be open when creating a record. To create a mini layout: Go to CT Mobile Control Panel: Mini Layouts. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. On the left list, select an offline object. Toggle Show Objects with Settings if needed. Select a record type for creating a mini layout. You can create one mini layout for each record type. If a record has no custom record type associated with it, then the Master record type will be used. Click Add Settings. If this button is disabled, it means that mini layouts have already been created for all record types, or the object cannot have the record types settings. You can create one mini layout for each record type. Select fields for the mini layout. To add a new field, click Add Field. Toggle Required option if needed. Click to remove the field. Click Save. Alternatively, you can modify already existing mini layout: Go to CT Mobile Control Panel: Mini Layouts. Select user profile. On the left list, select an object. Toggle Show Objects with Settings if needed. Click to expand settings of mini layout. Toggle Expand All to expand all settings of all mini layouts. Make the necessary changes to the mini layout settings and click Save.","title":"CT Mobile Control Panel 2.0: Mini Layouts","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-mini-layouts-new","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ct-mobile-control-panel-mini-layouts-new.html","titles":[{"text":"Create or Edit a Mini Layout","hash":"h2_684572466","id":1}]},"1656":{"id":1656,"text":"Table of Contents Main Advanced Settings Export to CSV Related Lists Filter AI Features Record Summary Speech Input for Text Fields The Offline Objects tab is intended for managing offline objects (objects that should be available on the mobile app) and standard related lists. According to the selected profile, settings on this tab will be saved in the records of the CTM Settings object with the Offline Objects and Standard Related List record type. To add a Custom Metadata Type object, create a record in the CTM Settings with the Offline Object record type. In the left part: Use the search box to find offline objects in the Available list. Use the Show Advanced List option to display all objects in the Available list, regardless of whether the object has a page layout. Objects with the clm__ prefix and Library objects are not displayed in the list and should be added as modules in the App Menu. Click the object name in the Selected list to set up the user’s permissions to work with this object and standard related lists. The tab has the following sections: For each object, you can enable creating and deleting records by selecting the corresponding checkboxes in the Allowed to section. If enabled, the Conflict Manager will track changes made to the same record in CT Mobile and Salesforce. In the event of a conflict, the mobile user can choose which change to save. This option is not available for CT Order, Delivery, Order Line Item, Delivery Line Item and Calculated Discount objects. If enabled, a mobile user with the corresponding profile can sync a single record and its child records by applying the pull-to-refresh gesture on the record’s layout. This option is not available for CT Order, Delivery, Order Line Item, Delivery Line Item and Calculated Discount objects. If enabled, a user can load additional records via the Load more records button in the application. Records should be available for the current user and not downloaded according to SOQL filters. This option is not available for CT Order, Delivery, Order Line Item, Delivery Line Item and Calculated Discount objects. Defines the way how files attached to the offline object must be downloaded during synchronization. Available values: Skip Download: files will not be downloaded. Download As Preview: only preview images will be downloaded. Tap on the preview image to download the entire file. Full Size: the entire file will be downloaded. If enabled, records with errors will still be sent to Salesforce. Available values: Disabled (is set by default). Use Direct access for pushing the changes directly to an object via the additional web service. Use Proxy object for pushing the changes as a JSON file attached to the Sync Log record via the additional web service. In Salesforce, you can apply the custom logic for JSON files. This option is not available for CT Order, Delivery, Order Line Item, Delivery Line Item and Calculated Discount objects. For more information, refer to Sync Recovery. If enabled, then the Export to File item is displayed in the Actions menu of the offline object. Defines the list of fields that user can select in the Export to File dialog window. Available values: Only Predefined Columns: only the fields selected below will be available for export. User-Selected Columns: user can select fields to export. Predefined and User-Selected Columns: fields selected below will be displayed as required, and user can add other fields to export. On this tab, you can configure related lists for selected record type: In the Allowed to section, restrict the profile permissions to create or delete records of the standard related lists, which are added to the page layout of an offline object and available for the selected record type. Click Add Filter to set up SOQL filters for using a toggle in the CT Mobile app to display all records or only records that match the criteria. Toggle the Display as Timeline to enable the timeline view. If enabled, select a field from the Ordered by Selected Field list. To configure a related list, first select a record type from the list. If a record has no custom record type associated with it, then the Master record type will be used. Click to view settings of the desired related list. Click Expand All to view settings of all related lists. If the record type has a mobile layout, related lists added to this layout will be displayed. Otherwise, related lists of general layout will be displayed, according to the record type. Click Add Filter to set up a SOQL filter for the offline object. The records of an offline object will be downloaded to the CT Mobile app according to the filter conditions. If no filter is set, all records available to the user will be downloaded. Using a filter is beneficial as it reduces sync time and ensures only relevant records are available in the mobile app. Click Save to apply new settings. Enable AI features for the selected offline object: Click Add Summary Field and select from the picklist a field of the offline object containing information used for the Summary feature of the CT Mobile app. To achieve best results, the field should be of the Rich Text Area type and filled out by AI, which can be enabled by a project customization. Please reach out to your account manager for more information. Click to remove the selected field. If enabled, you can fill out the selected text fields by speech input in the CT Mobile app. Move the fields for which you want to enable the voice input from Available list to the Selected list. Only fields of the Text type are supported (except Rich Text Area).","title":"CT Mobile Control Panel 2.0: Offline Objects","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-offline-objects-new","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ct-mobile-control-panel-offline-objects-new.html","titles":[{"text":"Main","hash":"h2_389408561","id":1},{"text":"Advanced Settings","hash":"h3_887090501","id":2},{"text":"Conflict Manager","hash":"h4_1689689349","id":3},{"text":"Quick Record Sync","hash":"h4_202390671","id":4},{"text":"Online Records Fetching","hash":"h4_770309507","id":5},{"text":"Files Downloading Mode","hash":"h4_1912901784","id":6},{"text":"Sync Recovery","hash":"h4_37043680","id":7},{"text":"Export to CSV","hash":"h3_290156637","id":8},{"text":"Export Columns Selection","hash":"h4_912917703","id":9},{"text":"Related Lists","hash":"h2_946326628","id":10},{"text":"Filter","hash":"h2_1623789156","id":11},{"text":"AI Features","hash":"ai-features","id":12},{"text":"Record Summary","hash":"record-summary","id":13},{"text":"Speech Input for Text Fields","hash":"speech-input","id":14}]},"1657":{"id":1657,"text":"Table of Contents Global Main Meeting Room Terms of Use on Welcome Screen Subdomain and Self-Detailing Custom Domain Self-Detailing The Remote Detailing tab is intended to configure the Remote Detailing functionality. According to the selected profile, several settings on this tab will be saved in the corresponding fields of the CLM Settings record. Before configuring Remote Detailing, select user profile from the list and switch on the Activate toggle. To create test CLM presentations, click the Create Demo Presentations button. To store viewing statistics of CLM presentations: On the Application Stats object, create lookup fields to every Activity object configured on the Activities tab. In the Mobile Application Setup, specify API names of the created lookup fields on the clm__ActivityFieldAPI__c object (comma separated). The fields must be listed in the same order as the objects they correspond to, specified in the field clm__ActivityObjectAPIName__c. Remote Detailing settings are divided into the following sections: The field API name of the Activity object for the Application IDs storing, for example, ApplicationIds__c. The field to store Application IDs should have the same API name on any Activity object for the Remote Detailing or Self Detailing session. The same field will be automatically entered for all available profiles. The field API name of the Activity object for the invitation link storing, for example, RDLink__c. The field to store an invitation link should have the same API name on any Activity object for the Remote Detailing or Self Detailing session. The same field will be automatically entered for all available profiles. If enabled, certain JS Bridge methods will be available on the CLM presentation slides during the Remote Detailing meeting. Please, refer to JS Bridge Methods Availability. If enabled, the statistics per each slide will be gathered not only for the presenter but also for each participant too. For the Remote Detailing meeting, the session timeout is the time interval after the presenter left the meeting, for example, in case of internet connection loss. When the timeout is reached, all participants will be automatically logged out. For the Self Detailing meeting, the session timeout is the time interval when a participant does not perform any action. When the timeout is reached, the inactive participant session expires, a participant is automatically logged out, and their statistics at the meeting are sent to Salesforce. A domain, for example, the instance or community URL, that can be used to connect with the Remote Detailing session. If enabled, the participants are allowed to stream video and audio during the Remote Detailing meeting. If enabled, the presenter can resume the finished Remote Detailing session. The statistics will be collected for the resuming meeting too. Use the same link to enter the previously finished meeting. If enabled, the participants are allowed to communicate with each other on the Chat tab (for Remote Detailing 1.0) or Comments tab (for Remote Detailing 2.0) during the Remote Detailing meeting. If enabled, the chat history of the Remote Detailing meeting will be saved as the .html file in the Attachment section of the Activity record. If enabled, audio of the Remote Detailing meeting may be recorded and saved as a Lightning component to the corresponding Activity record. The presenter should receive the participant’s permission to record audio using the Terms of Use on Welcome Screen. If a guest did not accept, they cannot participate in the Remote Detailing meeting. A notification will be sent to the administrator when the audio record exceeds available space and cannot be saved. For more information, refer to Remote Detailing 2.0: Audio Recording. The API name of a checkbox of the Activity object, for example, IsRequiredEmail__c. If the checkbox is active, the participant should fill out an email on the Welcome screen to access the Remote Detailing meeting. Switch on the Configure toggle to enable this feature. If enabled, you can specify the terms of use that will be displayed on the Welcome screen. If a user does not accept the terms of use, they will not be able to participate in the Remote Detailing or Self-Detailing meeting. Add another language and text to the agreement, if necessary. Click Add language to specify terms of use for additional language. Click to remove terms of use on the selected language. By default, there is a draft agreement in English. Create a custom domain name for your meeting URL: Specify a domain name in the Subdomain Name field. Click Check Availability. If this domain name is available, you will see the icon and Create Subdomain button. Click on it and wait until the subdomain is created. If you do not need this subdomain anymore, click Delete Subdomain button. To access the Self Detailing functionality: Create the integration user. Click Connect to Self-Detailing. Authorize as the integration user in Salesforce. All statistics for participants of the Self-Detailing meeting will now be collected for the connected integration user. Click Save to apply new settings.","title":"CT Mobile Control Panel 2.0: Remote Detailing","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-remote-detailing-new","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ct-mobile-control-panel-remote-detailing-new.html","titles":[{"text":"Global","hash":"h2_389408561","id":1},{"text":"Main","hash":"h3_756893933","id":2},{"text":"Applications List Field","hash":"h4_201439959","id":3},{"text":"Link Field","hash":"h4_1311451422","id":4},{"text":"CRM Data Sharing","hash":"h4_1433734342","id":5},{"text":"Detailed Statistics","hash":"h4_247168521","id":6},{"text":"Session Timeout (in seconds)","hash":"h4_1123335710","id":7},{"text":"Login URL","hash":"h4_193092178","id":8},{"text":"Meeting Room","hash":"h3_650556118","id":9},{"text":"Video Streaming","hash":"h4_1182643139","id":10},{"text":"Call Repeat","hash":"h4_1185385739","id":11},{"text":"Text Chat","hash":"h4_689237757","id":12},{"text":"Text Chat History","hash":"h4_2012565557","id":13},{"text":"Audio Recording","hash":"h4_1165812577","id":14},{"text":"\"Email Required\" Checkbox API Name","hash":"h4_559792493","id":15},{"text":"Terms of Use on Welcome Screen","hash":"h3_1019207818","id":16},{"text":"Language of Terms of Use","hash":"h4_826226552","id":17},{"text":"Text for Terms of Use","hash":"h4_1754382693","id":18},{"text":"Subdomain and Self-Detailing","hash":"h2_1878698647","id":19},{"text":"Custom Domain","hash":"h3_1243606343","id":20},{"text":"Self-Detailing","hash":"h3_1851583290","id":21}]},"1658":{"id":1658,"text":"Table of Contents Cloud Token Settings Saving Model Metadata Settings The Tools tab is intended to set up parameters for the proper operation of the CT Mobile app. The tab has the following sections: The user interface may vary according to the CT Mobile package version and environments. The current interface is related to the production environment. To use cloud token, check remote site settings. Click Show to view the cloud token value. Click the Refresh button to update a cloud token. The cloud token update is necessary in case of a cloned sandbox. Also, the corresponding record should be activated again in Remote Site Settings. When the current token is changed, the previous one is stored in the Cloud-token-history document in the CT СLM folder. To view the history of token modifications, switch to Salesforce Classic, then go to the Documents → CT CLM → open the cloud-token-history document. Cloud token: Is a password, which encrypts a data dump before sending it to support via e-mail or to Salesforce, depending on settings in CT Mobile Control Panel 2.0: General. Is a part of the salt key that is used for encrypting administrator credentials. Is used to create an archive with actual metadata of the current Salesforce organization and download this metadata archive to the device. Is used when sending requests to external CT CLM services, such as: Creating and updating slides in the Application Editor, including PowerPoint and PDF files converting. The Plain Applications Editor, including PowerPoint files converting. The Remote Detailing functionality for CT Mobile iOS and CT Mobile Windows users. In this section, you can switch the settings model to one compatible with CT Mobile iOS versions starting from 3.0. Add clm.Manage Settings Mode custom permission to your user profile to enable this section. Click Switch to New Settings Model button. The pop-up window will be displayed: If you want to migrate all existing settings to the new model, select the Migrate current settings to CTM settings object checkbox. If not selected, you can do this migration later by clicking Migrate to CTM Settings button (the CT Mobile Administrator permission set should be assigned for your user profile). Existing settings will not be deleted from the old settings storage model, as well as modified by future changes made in the CT Mobile Control Panel 2.0. Click Change to switch the mode. This action is irreversible, you will not be able to switch back to the old settings storage model. In this section, you can manage the metadata archive. To work with the metadata archive, specify the Cloud token first. Read more about the metadata archive here. Click this button if the Heroku service is not yet authorized, otherwise you will not be able to sync with the CT Mobile app. Please remove the archive component custom metadata type before refreshing the metadata archive. Use the Refresh Metadata Archive button to refresh the metadata archive instead of the manual metadata archive collecting. This button is displayed only for users with the Modify All permission or who have been assigned the CT Mobile Administrator permission set. Use the Download metadata archive button to download the metadata archive to the device. It can be useful for QA support in case of any issues with CT Mobile. In this section, you can manage the metadata archive. To work with the metadata archive, specify the Cloud token first. Read more about the metadata archive here.","title":"CT Mobile Control Panel 2.0: Tools","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-tools-new","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ct-mobile-control-panel-tools-new.html","titles":[{"text":"Cloud Token","hash":"h2_2011978","id":1},{"text":"Settings Saving Model","hash":"settings-saving-model","id":2},{"text":"Metadata Settings","hash":"h2_920868424","id":3},{"text":"Authorize Heroku Service","hash":"authorize-heroku-service","id":4},{"text":"Refresh metadata archive","hash":"h3_1003786176","id":5},{"text":"Download metadata archive","hash":"h3_190319629","id":6}]},"1659":{"id":1659,"text":"Table of Contents Title Pattern Home Pattern Background Color Icon Color Homepage Logo The User Interface tab allows configuring the application appearance overall, being applied to headings, menu items, etc. Configure settings on the Theme section and view the changes on the Preview section. Select the title pattern from the picklist to add a pattern to the header of the mobile application. The changes will be represented on the landscape view. Select the home pattern from the picklist to add a pattern to the background of the mobile application screen. The changes will be represented on the landscape view. Click on the field to select a color from the drop-down palette, or enter the color code. This functionality will be available in the future releases of the CT Mobile Control Panel. Select between monochrome (Device Background) or colorful (Salesforce Tabs) icons on the app menu. To configure color for Salesforce tabs, go to Setup → User Interface → Tabs. The logo is represented on the Home screen if the Logo widget is added. Click Choose file to add a new logo. The logo file size limit is 4 MB. The file format is limited to PNG. The logo will be saved in the following format: For General Settings profile: Mobile.Logo.png. For a user profile: Mobile.Logo_{profile.id}.png. Large images will be automatically resized. To view the logo in Salesforce, switch Lightning Experience to Salesforce Classic, go to Documents and open the CT CLM folder. You can configure your Home screen to relocate the logo or change its size. After that, launch the fast synchronization. Click Save to apply new settings.","title":"CT Mobile Control Panel 2.0: User Interface","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-user-interface-new","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ct-mobile-control-panel-user-interface-new.html","titles":[{"text":"Title Pattern","hash":"h3_1718046162","id":1},{"text":"Home Pattern","hash":"h3_1108618695","id":2},{"text":"Background Color","hash":"h3_1160828969","id":3},{"text":"Icon Color","hash":"h3_1319209204","id":4},{"text":"Homepage Logo","hash":"h3_1354766135","id":5}]},"1660":{"id":1660,"text":"The Workflows tab is intended to set up CT Mobile Workflows. According to the selected profile, the settings on this tab will be saved in the records of the CT Mobile Workflow and CT Mobile Workflow Step. CT Mobile workflows allow managing the business logic of the mobile application using no code. Workflow is a set of automated steps invoking in a specified order and with specified criteria, and consists of two objects: Workflow rule: describes the condition (trigger) of the workflow. Available triggers: On Click—for buttons. After updating an object. Workflow step: describes an action on a record(s). Available actions: Updating current record, parent record or related records. Creating new related record or parent record. Deleting related record or parent record. Capturing and updating geo-position of the current record, parent record or related records. Syncing current or parent record. Workflow rules override application settings. For example, if you apply a workflow to the Start visit button, the parameters specified in the CT Mobile Control Panel (removing a geo position, blocking a record or updating date fields) will not be processed. To create a workflow: Click Add Workflow. Select an object from the list. In the field on the right, specify the workflow name. Click to confirm. Configure the workflow as described below. Add the workflow description if needed. Toggle Activate to enable the workflow. On the Rule tab, select: Run Workflow: On Click or After Update. Button (if the On Click trigger has been selected). When (if the After Update trigger has been selected). For records that meet the criteria: add filter, and sorting and limit options for the workflow trigger. Workflow steps execute in order they have been created. To change the order, change the number in the Order field in every Workflow Step record. On the Steps tab: Click to add a workflow step. Specify the step name and click to confirm. On the Main tab, select: Apply to: This Record Related Records (in this case, also select Related Object and Lookup Field) Parent Record (in this case, also select Parent Object and Lookup Field) Action: Create Record Update Record Delete Record (only for Related Records) Capture Geoposition Sync Record For Create Record and Update Record actions, configure: Fields and Values: click Add Field to add a new field and specify its Value Type and Value. Query: specify a SOQL criteria to define records selection from external sources to predefine new records generated by the action. For Capture Geoposition action, specify Location Field. Toggle Calculate Formulas to recalculate formulas on this step. On the Filter tab, set up SOQL filters to apply the workflow step only for records that match the criteria: Use Add Filter and Add Group buttons to build the filter criteria. Click Add Sorting and Limit button to specify sorting options for the filter results, configuring the fields: Sort Results By Sort Order Max Records Click Save to apply settings. See also: CT Mobile Workflows: Use Cases CT Mobile Workflow Field Reference CT Mobile Workflow Step Field Reference","title":"CT Mobile Control Panel 2.0: Workflows","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-control-panel-workflows-new","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ct-mobile-control-panel-workflows-new.html","titles":[{"text":"Creating a Workflow","hash":"h2_175002193","id":1},{"text":"Rule","hash":"h3_629027292","id":2},{"text":"Steps","hash":"h3_273410011","id":3},{"text":"Main","hash":"h4_756893933","id":4},{"text":"Filter","hash":"h4_1623789156","id":5}]},"1661":{"id":1661,"text":"CT Mobile Control Panel is a Salesforce interface for connecting the CT Mobile solution to the customer’s target system and for specifying all the necessary settings to personalize the CT Mobile app. A user configuring a CT Mobile solution must have a separate profile and an assigned CT Mobile Administrator permission set. Settings on the CT Mobile Control Panel are displayed based on the CTM Settings records and custom settings records. The CT Mobile Control Panel is divided into the following tabs: CT Mobile Control Panel 2.0: General CT Mobile Control Panel 2.0: User Interface CT Mobile Control Panel 2.0: Offline Objects CT Mobile Control Panel 2.0: App Menu CT Mobile Control Panel 2.0: Activities CT Mobile Control Panel 2.0: Mini Layouts CT Mobile Control Panel 2.0: Colors CT Mobile Control Panel 2.0: Custom Details CT Mobile Control Panel 2.0: Workflows CT Mobile Control Panel 2.0: Tools CT Mobile Control Panel 2.0: Remote Detailing Before configuring settings, select user profile on the General tab in the Set up profile list. After that, you will be able to configure settings for this profile on the General tab and all other tabs. To configure settings for all users, select General settings profile. Click Save to apply new settings. While opening the CT Mobile Control Panel for the first time, you need to authorize: Pop-up windows in your web browser should be allowed. Click Authorize. clm.Allow Management Of Self API custom permission must be enabled for the profile of the user with maximum access rights (otherwise, the Authorize button will be disabled). In the pop-up window, click Allow.","title":"CT Mobile Control Panel 2.0","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/index.html","titles":[]},"1662":{"id":1662,"text":"CT Mobile Workflow Step is a custom metadata type that is intended to store actions after triggering CT Mobile Workflows (refer to CT Mobile Control Panel: Workflows / CT Mobile Control Panel 2.0: Workflows). Conditions for triggering CT Mobile Workflow are stored in the CT Mobile Workflow object. Some deprecated fields are displayed on the page layout. Hide these fields and add the required ones. API-name in Salesforce: clm__WorkflowStep__mdt Field API Name Type Description Action clm__Action__c Picklist Action to be taken on the CT Mobile Workflow Step. Available actions: Create record Update record Delete record Sync record Capture geoposition Proposed values: Lock record Unlock record If you use two steps with updating geoposition in a raw (1. Action = Capture geoposition and 2. Action = Update record, Field Values = Geoposition), then only the last step will work, and geoposition may not be updated. API names (deprecated) clm__FieldAPINames__c Text(255) Not in use. Calculate formulas clm__IsCalculateEnabled__c Checkbox If selected, formulas will be recalculated on the record of the CT Mobile Workflow Step. CT Mobile Workflow clm__WorkflowId__c Lookup(CT Mobile Workflow) The related CT Mobile Workflow. Fields API names clm__FieldAPIName__c Text Area(131072) API names of fields that are to be changed on the CT Mobile Workflow Step (separated by a comma, without a blank space). Field Values clm__FieldValue__c Text Area(131072) Values that populate fields in the clm__FieldAPINames__c field on the CT Mobile Workflow Step (separated by a comma, without a blank space). Available values: a specific value, e.g., \"New Value\" $Label $query The supported format: $query.a_field_API_Name. The value is the specific value in the field of the record found according to clm__SOQLQuery__c. The Salesforce operators, for example, PRIORVALUE, are not supported. Order clm__Order__c Number(18, 0) A number of the CT Mobile Workflow Step in case of several steps in the CT Mobile Workflow. Parent Object (deprecated) clm__ParentObject__c Text(255) Not in use. Parent Object API Name clm__ParentObjectAPIName__c Text(255) If the Parent Record value in the clm__Scope__c field: the API name of the parent object for the object in the clm__ObjectAPIName__c field of the corresponding CT Mobile Workflow record. If the Related Records value in the clm__Scope__c field: the API name of the object in the clm__ObjectAPIName__c field of the corresponding CT Mobile Workflow record. Record Criteria (deprecated) clm__RecordCriteria__c Text(255) Not in use. Related Object clm__sObjectRelated__c Text(255) If the This Record value in the clm__Scope__c field: the API name of the object in the clm__ObjectAPIName__c field of the corresponding CT Mobile Workflow record. If the Parent Record value in the clm__Scope__c field: the API name of the object in the clm__ObjectAPIName__c field of the corresponding CT Mobile Workflow record. If the Related Records value in the clm__Scope__c field: the API name of the object that is a child for the object in the clm__ObjectAPIName__c field of the corresponding CT Mobile Workflow record. Relationship Name clm__RelationshipName__c Text(255) The API name of the field with the Lookup type that connects the objects of the clm__ParentObjectAPIName__c and clm__sObjectRelated__c fields. It is used with the Related Records or Parent Record value in the clm__Scope__c field. The __r postfix is used, e.g., CTPHARMA__AccountId__r. Scope clm__Scope__c Picklist Records to be changed on the CT Mobile Workflow Step. Available values: This Record For records of the object in the clm__sObjectRelated__c field (the clm__ParentObjectAPIName__c and clm__RelationshipName__c fields are empty); Parent Record For records of the object in the clm__ParentObjectAPIName__c field (the clm__sObjectRelated__c and clm__RelationshipName__c fields are populated); Related Records For records of the object in the clm__sObjectRelated__c field (the clm__ParentObjectAPIName__c and clm__RelationshipName__c fields are populated). SOQL Object (deprecated) clm__SQOLObjectAPIName__c Text(255) Not in use. SOQL Object API Name clm__SOQLObjectAPIname__c Text(255) The API name of an object that is used as filter for generating new records of an object in the clm__sObjectRelated__c or clm__ParentObjectAPIName__c field. SOQL Query clm__SOQLQuery__c Text(255) SOQL criteria is used to define records selection from external sources to predefine new records generated by the action. In SOQL query, fields of the filtered records can be compared with: a specific value, e.g.,New Value; with a value in the field which triggers a Workflow. The supported format: $sObject.a_field_API_Name Use field names with the __c postfix instead of __r. the optional LIMIT and ORDER BY clauses are supported. To check the null values, use the null operator, for example, WHERE ActivityDate != null. For example, filter Activity Data records to generate only records with the Product record type that matched the SOQL-query. The generated result is used for the clm__FieldValue__c field with the $query value. SOQL Record Criteria clm__SOQLRecordCriteria__c Text(255) SOQL Record Criteria is used to restrict the selection of records which should be triggered by the CT Mobile Workflow. For example, if an Account record has 5 related Contact records of employees, and 4 of them are shop assistants and 1 is their supervisor. With the SOQL Record Criteria, you can set up triggering the CT Mobile Workflow only for shop assistants. If the Parent Record value in the clm__Scope__c field: the SOQL filter for records of the object in the clm__ParentObjectAPIName__c field; If the Related Records value in the clm__Scope__c field: the SOQL filter for records of the object in the clm__ObjectAPIName__c field. To check the null values, use the null operator, for example, WHERE ActivityDate != null. Target (deprecated) clm__Target__c Picklist Not in use. Values (deprecated) clm__FieldValues__c Text(255) Not in use.","title":"CT Mobile Workflow Step Field Reference","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-workflow-step","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-workflows-use-cases/ct-mobile-workflow-step.html","titles":[]},"1663":{"id":1663,"text":"CT Mobile Workflow is a custom metadata type that is intended to store the conditions for triggering CT Mobile Workflows (refer to CT Mobile Control Panel: Workflows / CT Mobile Control Panel 2.0: Workflows). Actions of CT Mobile Workflow are stored in the CT Mobile Workflow Step object. CT Mobile Workflows override the logic defined by the code of the CT Mobile app. For example, if a CT Mobile Workflow is created on the Start/Visit button, the Capture Geoposition and Update Start/End Date Fields options will no longer be applied even if they are enabled on the CT Mobile Control Panel: Calendar tab (Capture Geolocation when Activity is Started and Update Start/End Date when Starting/Ending Activity options in CT Mobile Control Panel 2.0: Activities tab). Custom metadata type API name: clm__Workflow__mdt Field API Name Type Description Active clm__IsActive__c Checkbox If enabled, the CT Mobile Workflow is activated. Description clm__Description__c Text Area(255) The description of the CT Mobile Workflow. It is recommended to fully describe all affected fields, established rules, and corresponding actions. Object API Name clm__ObjectAPIName__c Text(255) The API name of the object, on which the CT Mobile Workflow will be triggered. Trigger Context clm__TriggerContext__c Picklist Event for triggering CT Mobile Workflow. Available values: on trigger: after create after update after delete Currently, the after create and after delete contexts are not supported. tapping a button: On Click With this value, the Evaluation Criteria field is not used. Proposed values: on trigger: before create before update before delete Button/Action API Name clm__ButtonAPIName__c Text(255) The button API name to trigger the CT Mobile Workflow. It is used with the On Click value in the Trigger Context field. Trigger Criteria clm__TriggerCriteria__c Text(255) The CT Mobile Workflow will run on those records of the object in the clm__ObjectAPIName__c field that meet the criteria of the SOQL filter. To check the null values, use the null operator, for example, WHERE ActivityDate != null. For after create, after update, or after delete context, the CT Mobile Workflow will also consider the value in the clm__EvaluationCriteria__c field if it is set. To specify the value of a lookup field, use the exact ID of the record. For example, instead of RecordTypeId.DeveloperName = 'Volume' use RecordTypeId = 'Id RT'. Evaluation Criteria clm__EvaluationCriteria__c Picklist The criterion to trigger the CT Mobile Workflow. Available values: every time it’s edited Whenever editing a record that matches the criteria in the Trigger Criteria field. any time it’s edited to subsequently meet criteria When the edited record matches the criteria in the Trigger Criteria field. It is used with the after create, after update, or after delete value in the Trigger Context field. If the Trigger Context field is set to On Click, the Evaluation Criteria field is not used. API Name Description CTM.Button.StartActivity The Start button of the Activity object. CTM.Button.FinishActivity The Finish button of the Activity object. CTM.Button.TakePhoto Pressing the button displays a layout with all available photos. CTM.Button.AddObject The button defines record creation in related lists. CTM.Button.Geoposition The button displays a combo menu to define Geolocation. CTM.Button.ActivityHistory The icon displays historical activities. CTM.Button.Signature The combo-menu button displays a pop-up signature window. CTM.Button.ScanBarсode The icon displays the EAN code scanner on the related list. CTM.Button.Mail After pressing the button, the data are sent via Email. CTM.Button.AddPost After pressing the button, a new post in the Chatter feed is added. CTM.Button.ConvertLead Pressing the button converts Leads into an Account record. CTM.Button.SortSwitch The switcher is to edit the visibility of records in a custom related list.","title":"CT Mobile Workflow Field Reference","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-workflow","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-workflows-use-cases/ct-mobile-workflow.html","titles":[{"text":"API-names of Available Buttons","hash":"h2_925686890","id":1}]},"1664":{"id":1664,"text":"Table of Contents Set up CT Mobile Workflow Important Notes Simple Scenarios Update a Record Update Related Records Update a Parent Record Advanced Scenario Step 1: Update the status on a record Step 2: Link a record to the active marketing cycle Step 3: Create related records Step 4: Update related records Step 5: Create a parent record Step 6: Update a parent record Step 7: Delete related records See the common use cases and important notes working with CT Mobile Workflows. CT Mobile Workflows are intended to override the logic defined by the code and perform custom business scenarios triggered in the CT Mobile app. Change the values of the fields on the record itself or any other record through the relationship. Trigger by events, such as after create, after update, after delete, or tapping the appropriate button. To set up a CT Mobile Workflow and steps, go to the CT Mobile Control Panel: Workflows tab. CT Mobile Workflows are available offline, do not require the CT Mobile app update, and could be downloaded during any synchronization mode. CT Mobile Workflow can be applied only to one record at one time. To perform multiple actions, specify them as steps of the same CT Mobile Workflow. Please get familiar with the full description of CT Mobile Workflow and CT Mobile Workflow Step objects. The Lock/Unlock record action and the before create, before update, and before delete events are not supported yet. Currently, the after create and after delete events are not supported. The after update event should only trigger after a record has been edited. Currently, this action also triggers when a message is created. Every time the mobile user taps the Finish button, specific fields will be populated on the Activity record with the Planned status. Create a new record of CT Mobile Workflow: Specify the On Click action, the API name of the button, and evaluation criteria. Specify the trigger criteria and API name of the object that runs the CT Mobile Workflow. Create a new record of the CT Mobile Workflow Step: Specify the Update record action and the This record scope. Specify the API name of the object to update its fields. Specify API names of the fields of the selected object to populate with specific values. Also, you can use reference fields in SOQL query, for example, to fill out the Website field on the custom Activity record with the value from the Website field of the related Account record. Click to view the example CT Mobile Workflow CT Mobile Workflow Step Add the quantity for a corresponding POS Material record every time the status of the Activity record has changed to the Finished value. Create a new record of CT Mobile Workflow: Specify the after update event and evaluation criteria. Specify the trigger criteria and API name of the object that runs the CT Mobile Workflows. Create a new record of CT Mobile Workflow Step: Specify the Update record action and the Related records scope. Specify the related object to update its field: the API name of the object that runs the CT Mobile Workflow as a parent. the API name of the related object. the API name of the lookup field that is responsible for the relationship between the parent and related objects. Specify the SOQL filter for records to update: the API name of the Product object as a SOQL object. the SOQL query for the Product records. Specify API names of the fields of the related object to populate with specific values. According to the criteria, update a parent Account record every time a user taps the Start button on the Activity record. Create a new record of CT Mobile Workflow: Specify the On Click action, the API name of the button, and evaluation criteria. Specify the API name of the object that runs the CT Mobile Workflow. Create a new record of CT Mobile Workflow Step: Specify the Update record action and the Related records scope; Specify the parent object to update its field: the API name of the parent object. the API name of the object that runs the CT Mobile Workflow as a related object. the API name of the lookup field that is responsible for the relationship between the parent and related objects. Specify the SOQL criteria for a parent object. Specify API names of the fields of the parent object to populate with specific values. Create several sequential actions within the same CT Mobile Workflow. The order number for each action should be specified in the Order field. Create a new record of CT Mobile Workflow to launch the serial of actions every time a mobile user taps the Start button on the Activity record with the Planned status. Create a new record of CT Mobile Workflow Step to set the In Progress status for the Activity record. Create a new record of CT Mobile Workflow Step to link the active marketing cycle to the Activity record. Create a new record of CT Mobile Workflow Step to generate the Activity Data records of the Company Product Tracking record type. Found records will be filtered by the SOQL query, and their fields will be populated with appropriate values. Create a new record of CT Mobile Workflow Step to update the Price field on the Activity Data records if this field is blank. Create a new record of CT Mobile Workflow Step to generate a parent Account record and populate its fields. Create a new record of CT Mobile Workflow Step to update the Phone field on the Account record. Create a new record of CT Mobile Workflow Step to delete the Activity Data records with the specific value in the Description field.","title":"CT Mobile Workflows: Use Cases","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-workflows-use-cases/index.html","titles":[{"text":"Set up CT Mobile Workflow","hash":"h2_1096809643","id":1},{"text":"Important Notes","hash":"h2_868831931","id":2},{"text":"Simple Scenarios","hash":"h2_330595051","id":3},{"text":"Update a Record","hash":"h3_1330609875","id":4},{"text":"Update Related Records","hash":"h3_377910586","id":5},{"text":"Update a Parent Record","hash":"h3_563452840","id":6},{"text":"Advanced Scenario","hash":"h2_1952479188","id":7},{"text":"Step 1: Update the status on a record","hash":"h3_1286220519","id":8},{"text":"Step 2: Link a record to the active marketing cycle","hash":"h3_882935992","id":9},{"text":"Step 3: Create related records","hash":"h3_1845947363","id":10},{"text":"Step 4: Update related records","hash":"h3_2045735406","id":11},{"text":"Step 5: Create a parent record","hash":"h3_683147949","id":12},{"text":"Step 6: Update a parent record","hash":"h3_1086432476","id":13},{"text":"Step 7: Delete related records","hash":"h3_479651465","id":14}]},"1665":{"id":1665,"text":"When the user performed the first synchronization, the Sync Log record for the Geo Tracing operation will be created. According to the tracking interval (refer to CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General), CT Mobile monitors the user’s coordinates. If the user has changed their location, the coordinates will be saved in the clm__GeoTracing__c field, and the time will be saved in the clm__GeoTiming__c field. If the user has not changed their location, the fields will not be updated. Once a day, the Sync Log record for the Geo Tracing operation will be sent to Salesforce. If a Sync Log record is already stored on the server, it will be downloaded from Salesforce. The Sync Log record stores the set of the user’s coordinates captured on the current user’s local time according to the tracking interval. The received coordinates per user’s local time are used to build a route on the Activities tab of the Geolocation Center tab. The following fields of the Sync Log object will be filled out: Field API Name Type Description Date clm__Date__c Date/Time The date of the geolocation marks. The set time is always 12:00 AM. Description clm__Description__c Long Text Area(32768) The order number of the Sync Log record if there are more geolocation marks than can be stored in the clm__GeoTracing__c. If the user has no access to clm__GeoTiming__c and clm__GeoTracing__c fields, there is a «Please check field visibility settings for fields: Geo Timing (clm__GeoTiming__c) and Geo Tracing (clm__GeoTracing__c).» warning. Geo Timing clm__GeoTiming__c Long Text Area(131072) The user local time when the coordinates were captured (separated by a semicolon, without blank spaces). Geo Tracing clm__GeoTracing__c Long Text Area(131072) The user coordinates (separated by a semicolon, without blank spaces) will be captured if the user has moved 50 or more meters from the previous location. If the tracking interval is 0, the user’s coordinates will not be captured.","title":"Geo Tracing Sync Log","component":"ctmobile-ios","version":"3.0","name":"geo-tracing-sync-log","url":"/ctmobile-ios/3.0/admin-guide/geolocation-center/geo-tracing-sync-log.html","titles":[]},"1666":{"id":1666,"text":"To use features of Geolocation Center: Make sure the required remote site settings are specified and active. Get a Google Maps API Key(s) and enable the following APIs: Directions API Geocoding API Maps SDK for iOS and Maps JavaScript API; Google recommends adding a separate API key with the required restriction. Configure settings in the CT Mobile Control Panel/CT Mobile Control Panel 2.0: CT Mobile Control Panel CT Mobile Control Panel 2.0 Go to the Geolocation section on CT Mobile Control Panel: General: Enable Location Tracking. Enable Background Location Tracking. Specify the frequency of tracking a user location in seconds. Tracking can reduce the battery life of the mobile device. The more often the location is tracked, the faster the battery will drain. Select the Account Geolocation and Account Full Address fields. The account geolocation settings are required to display account marks on the map in Geolocation Center. If at least one of these fields is blank, activities will be available in the Geolocation Center but not displayed on the map. The user should have permission to read and edit the field selected in the Account Geolocation and Account Full Address fields. Specify Google Maps iOS API Key. Specify Google Maps Javascript API Key. Click Save. Go to the Activity Setting section on the CT Mobile Control Panel: Calendar tab: Specify the Activity object. On the Activity object, there should be a field with the lookup relationship type to link the Account object. Specify Activity Start Date field API name and Activity End Date field API name. Specify Activity Geolocation Field API Name. The activity geolocation settings are required to display activity marks on the map in Geolocation Center. The user should have permission to read and edit the field selected in the Activity Geolocation field. Click Save. Go to the Maps section on CT Mobile Control Panel 2.0: General: Enable Background Location Tracking. Specify the interval of tracking a user location in seconds. Tracking can reduce the battery life of the mobile device. The more often the location is tracked, the faster the battery will drain. Select the Account Geolocation and Account Full Address Field fields. The account geolocation settings are required to display account marks on the map in Geolocation Center. If at least one of these fields is blank, activities will be available in the Geolocation Center but not displayed on the map. The user should have permission to read and edit the field selected in the Account Geolocation Field and Account Full Address Field. Specify Google Maps iOS API Key. Specify Google Maps Javascript API Key. Click Save. Go to the CT Mobile Control Panel 2.0: Activities tab: In the Calendar Activities section, specify the Activity object. On the Activity object, there should be a field with the lookup relationship type to link the Account object. Specify Start Date Field and End Date Field. Specify Geolocation Field. The activity geolocation settings are required to display activity marks on the map in Geolocation Center. The user should have permission to read and edit the field selected in the Geolocation Field. Click Save. Assign permission to read, create, and edit the following fields of the Sync Log object to users: clm__Date__c clm__Description__c clm__GeoTiming__c clm__GeoTracing__c. Obtain the push identifier and enable push notifications. Enable location tracking for the CT Mobile app in Settings on a mobile device. The current location of the user will be logged when the CT Mobile app is active or collapsed. Logging does not occur when the CT Mobile app is unloaded from the memory. To determine the approximate location, the iOS geolocation services are using GPS and Bluetooth (where available), as well as available Wi-Fi access points and cell towers. The setup is complete.","title":"Geolocation Center Setup","component":"ctmobile-ios","version":"3.0","name":"geolocation-center-setup","url":"/ctmobile-ios/3.0/admin-guide/geolocation-center/geolocation-center-setup.html","titles":[]},"1667":{"id":1667,"text":"Geolocation Center is intended to view Account and Activity geolocation, Activity details, and to geo-trace employees in real-time in Salesforce. Set up Geolocation Center and learn how to use it. Geolocation Center Setup Using Geolocation Center Geo Tracing Sync Log","title":"Geolocation Center","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/geolocation-center/index.html","titles":[]},"1668":{"id":1668,"text":"Table of Contents Activities Users Accounts On the Geolocation Center tab, an administrator could track selected users'Accounts, Activities, and geolocation. This tab is intended to view the selected user’s activity marks and path on the map. Select the Show real user path flag to view the user route to play the user’s track with the activities on the selected date. If the Show real user path flag is not selected, the activities will be connected in chronological order depending on the Activity Start Date API name / Start Date field of each activity. Click the activity mark to view the address of the Account. Click the Activity record in the right column to view its details. To specify the required fields: Go to Setup → Object Manager → select the Activity object. Click Field Sets. Click New. Create the field set: In the Field Set Label and Field Set Name fields, enter GeolocationCenter. Enter the description. Click Save. Drag and drop the fields in the Field Set section. Click Save. The field set is created. Click the icon next to the activity record in the right column. The map will be centered on the selected geolocation. The additional activity mark can be displayed due to the route correction by the system. This tab is intended to view the selected user’s geolocation in real time. Select the list view to display available users in the right column. The list views for the User object are supported: Only users with the filled Device Token field will be available in list views. The field is automatically filled out when the user first logs in to the CT Mobile app and performs the full synchronization. If you authorize with the same credentials on several devices (but no more than 5), the field will contain the token of the last device on which you synchronized. In the right column, click Locate to select or deselect all available users; Click the Locate button to view the location of all selected users on the map; To find a user, type the username in the Search box. If the location cannot be tracked, the icon will be displayed next to the user. Check the settings for Geolocation Center. The mobile device should be connected to the Internet. Click the user mark on the map to view the user’s name and role. Click the username in the right column. The map will be centered on the selected geolocation, and the user’s name and the role will be displayed over the mark. This tab is intended to view the account’s geolocation. Select the list view to display a table with available accounts. The list views for the Account object are supported; To find an account, type the account name in the Search box. If the location cannot be tracked, the icon will be displayed. If the Account Geolocation field is not specified or the selected field is blank, but the Account Full Address field is specified, the account mark will be displayed on the map. If both fields are not specified, the warning will be displayed.","title":"Using Geolocation Center","component":"ctmobile-ios","version":"3.0","name":"using-geolocation-center","url":"/ctmobile-ios/3.0/admin-guide/geolocation-center/using-geolocation-center.html","titles":[{"text":"Activities","hash":"h2_1475553155","id":1},{"text":"Users","hash":"h2_1635597370","id":2},{"text":"Accounts","hash":"h2_1758655018","id":3}]},"1669":{"id":1669,"text":"Table of Contents Create a Billing Account Create a Project Enable APIs and SDKs Waypoint Limits Get an API Key A Google Maps API key is a unique identifier used to authenticate a project making a call to the enabled API or SDK. For building routes and displaying nearby accounts in the CT Mobile app, specify the Google Maps API key according to your device platform on the CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General tab. To obtain the Google Maps API key, go to Google Cloud Platform Console: Before you start using the Google Maps Platform APIs and SDKs: sign in if you already have a billing account; sign up and create a billing account if you are a new user. To create a billing account, go to step 1 of the Get Started with Google Maps Platform guide or refer to the video How to create and attach a billing account to a Google Cloud Platform project. It is possible to create, modify, or close your Cloud Billing Account and to have several billing accounts. The project is the basis for managing services, credentials, billing, APIs, and SDKs. Project usage costs (for Google Cloud Platform and Google Maps Platform products) will be charged to the billing account linked with the project. To create a project, go to step 2 of the Get Started with Google Maps Platform guide, or follow the instructions here. It is possible to assign or remove a billing account for the existing project. To use Google Maps Platform, the APIs or SDKs you plan to use with your project should be specified. Please note that Google has pay-as-you-go pricing. To enable APIs and SDKs, go to step 3 of the Get Started with Google Maps Platform guide, refer to the video How to enable Google Maps Platform APIs and SDKs, or follow the instructions here. The following are required for using Google Maps on iOS devices: Maps SDK for iOS Directions API Geocoding API The following are required for using Google Maps in Geolocation Center in Salesforce: Maps JavaScript API Directions API Geocoding API Maximum allowed number of waypoints per request: 25 Using 1–10 waypoints is billed at the Directions SKU rate. Using more than 10 waypoints (11–25) is billed at the Directions Advanced SKU rate and can be configured for custom CT Mobile apps only. 50 requests per second, calculated as the sum of client-side and server-side queries. For using APIs and SDKs, it is necessary to obtain a Google Maps API key. To get, add, and restrict the API key, go to step 4 of the Get Started with Google Maps Platform guide, refer to the video How to generate and restrict API keys for Google Maps Platform, or follow instructions here for iOS devices and here for web sites. API key is unique for each bundle ID. Google recommends restricting the API key. Restrictions provide added security and help ensure only authorized requests are made with your API key. Since Google changed the restriction settings, and now users cannot restrict Directions API by using the bundle identifier, we kindly ask you not to set any restrictions in order to be able to build routes in the CT Mobile app. Select the condition and APIs to restrict the Google Maps API key. Application restrictions: None, if the restrictions are not applied. HTTP referrers (websites). Accept requests from the list of websites that you supply. IP Addresses (web services, cron jobs, etc.). Accept requests from the list of web server IP addresses that you supply. Android apps. Require package name and SHA-1 signing certificate fingerprint to restrict usage to Android applications. iOS apps. Accept requests from the iOS applications with the bundle identifier that is supplied. If you need to enforce more than one restriction, add a separate key with the required restriction. API restrictions API restrictions limit the usage of the API key to one or more APIs or SDKs. Requests to an API or SDK not associated with the API key will fail. The setup is complete. Now, you can use your Google Maps API Key to build routes and find nearby accounts in the CT Mobile app. Here is an example for iOS devices:","title":"Google Maps API Key","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/google-maps-api-key/index.html","titles":[{"text":"Create a Billing Account","hash":"h2_1247614733","id":1},{"text":"Create a Project","hash":"h2_1591767480","id":2},{"text":"Enable APIs and SDKs","hash":"h2_131855740","id":3},{"text":"Waypoint Limits","hash":"h3_1529349083","id":4},{"text":"Get an API Key","hash":"h2_1263049274","id":5}]},"1670":{"id":1670,"text":"The bundle ID is a unique internal application identifier. In CT Mobile, the following identifiers are used: com.customertimes.appstore.ctmobile com.customertimes.sample Custom systems can use identifiers that differ from the ones mentioned above. If Google Maps are used on iOS devices, the bundle ID should be specified in API key settings when the iOS apps parameter is selected in Application restrictions. API key is unique for each bundle ID.","title":"Mobile Application Bundle ID","component":"ctmobile-ios","version":"3.0","name":"mobile-application-bundle-id","url":"/ctmobile-ios/3.0/admin-guide/google-maps-api-key/mobile-application-bundle-id.html","titles":[]},"1671":{"id":1671,"text":"Enable Conflict Manager to track the changes made in a single record in CT Mobile and on the Salesforce side based on the date of the last synchronization and the date in the SystemModStamp attribute of a record. The record’s field was changed on the Salesforce side if the date in the SystemModStamp attribute was later than the last synchronization date. In this case, if a record’s field in the mobile application was changed too, a user will be asked to choose the correct version of this field during the synchronization. If the Conflict Manager is disabled, the changes made in CT Mobile will replace the changes made on the Salesforce side. The Conflict Manager can be enabled for each object separately. To enable the Conflict Manager: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: Offline Objects. Select an object from the Selected list. Enable the Conflict Manager option. Go to CT Mobile Control Panel 2.0: Offline Objects. Select an object from the Selected list. Enable the Conflict Manager option. The setup is complete. When the mobile user launches the sync process after changing the fields of the record in CT Mobile and on the Salesforce side, they can select a correct version of the fields' value to keep. Tap to select the Mobile record or Server record and then tap Done to keep the record. Tap Sync to keep the mobile record. Tap Cancel to cancel the synchronization process.","title":"Conflict Manager Control","component":"ctmobile-ios","version":"3.0","name":"conflict-manager-control","url":"/ctmobile-ios/3.0/admin-guide/managing-offline-objects/conflict-manager-control.html","titles":[]},"1672":{"id":1672,"text":"Table of Contents Filtering Offline Orders for CT Order Module Filtering Offline Orders Created in Specified Period Filtering Offline Orders Created in Specified Period and Specified Stage Here are examples of using SOQL filters for Offline Objects: In this example, you need to synchronize only Offline Orders, which are created not earlier than in the current month to reduce volume of data during every synchronization: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: Offline Objects. In the Selected list, click on CT Order object. If it is not in the Selected list, drag it from the Available list. In the Object Permission section, click the setup icon next to the offline object. In the Query Editor window, add criteria: Field: Created Date; Operator: Greater or equal; Value: LAST_MONTH. Click Save in the Query Editor window and on the Offline objects page. Launch Full Synchronization for the new filter to take effect. Go to CT Mobile Control Panel 2.0: Offline Objects. In the Selected list, click on CT Order object. If it is not in the Selected list, move it from the Available list. Click the Filter tab and then Add Filter button. Specify the following filter criterion: Field: Created Date Operator: greater or equal Value: Last Days (30) Click Save. Launch Full Synchronization for the new filter to take effect. In this example, you need to synchronize only Offline Orders, which are created not earlier than in the current month plus Offline Orders in stage On-Hold disregarding their creation date: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Create the same filter as described in the previous example. In the Query Editor window, add additional criteria: Field: Stage Operator: Equals Value: On-Hold Enable the Filter Logic. In the field below, type 1 or 2. Click Save in the Query Editor window and on the Offline objects page. Launch Full Synchronization for the new filter to take effect. Create the same filter as described in the previous example. On the Filter tab, click Add Filter to add additional criteria: Field: Stage Operator: equal Value: On-Hold Switch logic to OR. Click Save. Launch Full Synchronization for the new filter to take effect.","title":"Examples of Filtering Offline Objects","component":"ctmobile-ios","version":"3.0","name":"examples-of-filtering-offline-objects","url":"/ctmobile-ios/3.0/admin-guide/managing-offline-objects/examples-of-filtering-offline-objects.html","titles":[{"text":"Filtering Offline Orders for CT Order Module","hash":"h2_920146982","id":1},{"text":"Filtering Offline Orders Created in Specified Period","hash":"h3_1351678610","id":2},{"text":"Filtering Offline Orders Created in Specified Period and Specified Stage","hash":"_filtering_offline_orders_created_in_specified_period_and_specified_stage","id":3}]},"1673":{"id":1673,"text":"Table of Contents Add Offline Objects Set up Permissions to Offline Objects and Standard Related Lists Set up SOQL Filters Offline Objects Standard Related Lists Specify objects that should be available offline, customize user permissions, and add and configure standard related lists. To configure a custom related list, refer to Custom Related Lists. Before specifying objects, configure remote site settings. To add an object to work with it in the CT Mobile app: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: Offline Objects. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Drag and drop desired objects from the Available list to the Selected list. The Available list contains all objects, but only objects in the Selected list will be available offline. Make sure that the current profile has at least View permission for the selected objects. You can review the profile’s permissions in Setup → Users → Profiles. By default, the Available list contains only the objects with the page layouts. Enable the Advanced List option to also display objects without page layouts. Enter the label or API name of the desired object in the Search box to find it in the Available list. To display objects in the desired order in the CT Mobile app menu, re-order them in the Selected list. Click Save. Go to CT Mobile Control Panel 2.0: Offline Objects. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click to move desired objects from the Available list to the Selected list. The Available list contains all objects, but only objects in the Selected list will be available offline. Make sure that the current profile has at least View permission for the selected objects. You can review the profile’s permissions in Setup → Users → Profiles. By default, the Available list contains only the objects with the page layouts. Enable the Show Advanced List option to also display objects without page layouts. Enter the label or API name of the desired object in the search box to find it in the Available list. Click Save. The setup is complete. These settings cannot overcome the user’s profile permissions. To set up permissions for the offline object: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Click the offline object in the Selected list. The Object Permissions options appear on the right side of the screen. In the Object Permissions section, use toggles to grant permission to create and delete records of the offline object. This permission will not affect the ability to create or delete a record of the current object in the Related Lists section of another offline object. For example, if you restricted the creation of a Contact record in the Object Permission section, you may allow creating the Contact records in the Related Lists section of the Account object. Since CT Mobile 2.5, users can delete unsynchronized records if they have permission to create records but not delete them. In the Related Lists section: Select the record type of the offline object from the drop-down list of record types available for the user profile. Use toggles to grant permission to create and delete records of the standard related lists. Click Save. For more information, refer to Standard Related Lists. Click the offline object in the Selected list. In the Allowed to section, use checkboxes to grant permission to create and delete records of the offline object. This permission will not affect the ability to create or delete a record of the current object in the Related Lists section of another offline object. For example, if you restricted the creation of a Contact record in the Allowed to section, you may allow creating the Contact records in the Related Lists section of the Account object. Since CT Mobile 2.5, users can delete unsynchronized records if they have permission to create records but not delete them. In the Related Lists tab: Select the record type of the offline object from the drop-down list of record types available for the user profile. If a record has no custom record type associated with it, then the Master record type will be used. Use checkboxes to grant permission to create and delete records of the standard related lists. Click Save. For more information, refer to Standard Related Lists. The permissions are set. You can also specify the icon for an offline object to display on the Main tab via the standard Salesforce procedure. SOQL filters are available both for offline objects and standard related lists. In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Click the SOQL filter icon to specify the required criteria. Click the Filter tab to specify the required criteria for the offline object, or Add Filter button for the related list. Use SOQL filters to sort the records of selected offline objects, and download only those records that meet the criteria to your mobile device. Add the Load more records button to allow users to load one or more records that do not meet the filter conditions. To set up a SOQL filter: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 In the Object Permission section, click the setup icon next to the offline object. In the Query Editor window, add criteria by specifying a field, operator, and required value. All SOQL syntax is supported. Click Add new filter criteria to add a new line if required. Enable the Filter logic and define the criteria logic, e.g., 1 and 2 or 3. Click Save. Click the Filter tab of the selected offline object. Click Add Filter button and add criteria by specifying a field, operator, and required value. All SOQL syntax is supported. Click Add Filter to add a new line if required. Click Add Group to define the AND/OR criteria logic. Click Add Sorting and Limit to specify sorting criteria, order, and records display limit. Click Save. The SOQL filter is configured. Here is an example with the SOQL subquery. WHERE AccountId__c IN (SELECT Id FROM Account WHERE isActive__c = true) Set up SOQL filters and use the toggle in the CT Mobile app to switch the display between all downloaded records of a standard related list and only those that meet the criteria. To set up a SOQL filter: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Click the setup icon next to the desired standard related list. In the Query Editor tab, add criteria by specifying a field, operator, and required value. Filter criteria for related lists are carried out in the CT Mobile app and do not support full SOQL syntax from Salesforce. Specify the simple criteria. Click Add new filter criteria to add a new line if required. Enable the Filter logic and define the criteria logic, e.g., 1 and 2 or 3. In the Display Settings tab, enable the timeline view if needed. Click Save. Click Add Filter button for the selected standard related list. Add criteria by specifying a field, operator, and required value. All SOQL syntax is supported. Click Add Filter to add a new line if required. Click Add Group to define the AND/OR criteria logic. Click Add Sorting and Limit to specify sorting criteria, order, and records display limit. Click Save. The SOQL filter is configured. Here are some examples: WHERE Boolean__c = true limit 10 order by StarDate__c desc limit 10 Since CT Mobile 2.5, users can delete unsynchronized records if they have permission to create records but not delete them.","title":"Managing Offline Objects","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/managing-offline-objects/index.html","titles":[{"text":"Add Offline Objects","hash":"h2_1551357854","id":1},{"text":"Set up Permissions to Offline Objects and Standard Related Lists","hash":"h2_1747811907","id":2},{"text":"Set up SOQL Filters","hash":"h2_879469097","id":3},{"text":"Offline Objects","hash":"h3_1468985423","id":4},{"text":"Standard Related Lists","hash":"h3_264512811","id":5}]},"1674":{"id":1674,"text":"Set up SOQL filters for the appropriate offline object to speed up synchronization. Enable Online Records Fetching to allow users to load additional records via the Load more records button in the application. Records should be available for the current user and not downloaded according to SOQL filters. This option is not available for the number of CT Orders objects. If turned on, the synchronization will result in an error. To enable the Online Records Fetching option: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Select a menu item in the Selected list. Enable the Online Records Fetching option. Click Save. Go to CT Mobile Control Panel 2.0: Offline Objects. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Select an offline object in the Selected list. Enable the Online Records Fetching option. Click Save. The setup is complete. In the CT Mobile app: Select the menu item and tap Load more records to open list views with records. Select the list view to display available records of the selected list view, which are matched its SOQL filters and not downloaded on a mobile device. Tap a record to select it. Tap Load selected. The records are synchronized. If a current user launches synchronization, the loaded records via Online Records Fetching will be still available on a mobile device. Records will be removed only after the database reset.","title":"Online Records Fetching","component":"ctmobile-ios","version":"3.0","name":"online-records-fetching","url":"/ctmobile-ios/3.0/admin-guide/managing-offline-objects/online-records-fetching.html","titles":[]},"1675":{"id":1675,"text":"A reference field contains an ID value that points to a unique record on another object. The main record may be associated with a record in the reference field via a lookup or master-detail relationship. For the reference field, a mobile user can: download additional record if the reference field refers to the not downloaded record; search value or create a new record to add; use lookup filters to see records that match required or optional criteria. Along with online records fetching, a mobile user can download one additional record tapping next to the field, which refers to the not downloaded record, on the mobile layout of the linked record. Online one record fetching is available when: one of the downloaded records is linked to a not downloaded record; the object of the not downloaded record is available offline. For example, an Activity record has a lookup field with the Contact record value and another lookup field with the Account record value. The linked record of the Contact object was downloaded on a mobile device, but the linked record of the Account object is not available offline due to Related List Filters. When a mobile user opens the Activity record, they can open the available related Contact record and download the related Account record to the mobile device. To download a record: Open the desired record that is associated with the not downloaded record. Tap next to the reference field. Tap Yes to download the record. The record is synchronized. The mobile layout of the record opens. If a current user launches one of the synchronization modes, the loaded record via online one record fetching will still be available on a mobile device. The record will only be removed after the database is reset. If the record’s object is not available offline, a mobile user cannot download a record. A mobile user can clear value from the reference field by tapping on a field with the record and then tapping the Clear button. If a record in the reference field was deleted in the CT Mobile app, the icon next to the reference field will be shown. Enter a record in the reference field using search. Search is carried out in the fields that are listed on the Search Results search layout. To find a record and populate the reference field with it: Open the mobile layout of the linked record. Tap a reference field. The pop-up for searching records opens. Enter a text in the Search box to find a downloaded record. In the search results, tap a record you want to specify in the reference field. Tap to create and add a new record to the reference field using a mini layout. Tap to expand the detailed list view. Tap to online search for a record in Salesforce. In the search results, tap a record and confirm to download it. The CT Mobile app searches the value across all fields listed in Search Results using the SOQL query, for example: WHERE Name LIKE '%Boston%' OR Website LIKE '%Boston%' OR Phone LIKE '%Boston%' Lookup filters restrict the valid values and lookup dialog results for the reference field. To create a lookup filter, refer to Salesforce Help. If you created or changed the lookup filter, it is necessary to rebuild a metadata archive using one of the available options to download the proper lookup filters via synchronization. Lookup filter can be required or optional: Only the records that match the lookup filter criteria are available when a user fills out the reference field. If the created record doesn’t match the filter criteria, the lookup field will be empty and the corresponding message will be displayed: All object records are available when a user fills out the reference field. Records that do not match the lookup filter criteria are highlighted in red color. Filter logic with subconditions is not supported. For example, such filter logic will not work: (Condition 1) OR Condition 2) AND (Condition 3 In turn, this filter condition will work: (Condition 1) OR (Condition 2) AND (Condition 3) Cross objects are not supported. For example, such object specification will not work: Territory: Region: Channel In turn, this object specification will work: Account: Channel","title":"Reference Fields","component":"ctmobile-ios","version":"3.0","name":"reference-fields","url":"/ctmobile-ios/3.0/admin-guide/managing-offline-objects/reference-fields.html","titles":[{"text":"Online One Record Fetching","hash":"h2_1514470758","id":1},{"text":"Online record search","hash":"h2_1554731138","id":2},{"text":"Lookup Filters","hash":"h2_321327715","id":3},{"text":"Required filter","hash":"h3_107740449","id":4},{"text":"Optional filter","hash":"h3_532834476","id":5},{"text":"Limitations on Lookup Filters","hash":"h3_1126072765","id":6}]},"1676":{"id":1676,"text":"Table of Contents Collecting Metadata Archive Enable Metadata Checker Set up a Schedule For Creating Metadata Archive Manually Create Metadata Archive Enable the metadata checker to reduce sync time and API calls and, during the mixed synchronization, download only metadata that has been updated. To create the metadata archive: The user should have access to the Mobile Application Setup. If the user does not have this access, grant it by assigning one of the preconfigured CT Mobile permission sets. The cloud token must be valid (refer to CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools). Metadata archive is created for the whole Salesforce organization, i.e., for General Settings, configured and non-configured profiles. When some metadata changes, a value in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup record is updated for the current user profile (or organization if there is no the Mobile Application Setup record for the current user’s profile). If configured, the metadata archive will be created automatically. Otherwise, it should be manually collected. The modified metadata archive with actual metadata will be downloaded during the current user’s synchronization. A metadata archive may not exist, for example, if the metadata checker was not launched before in the Salesforce organization or if the cloud token is invalid. In these cases, the mobile application downloads metadata via the Metadata API using administrator credentials. To understand metadata download criteria, consider the example with the Salesforce organization. The Mobile Application Setup record exists for General Settings, Profile A, and Profile B. For Profile A: If a value in the clm__MetadataLastModifiedDate__c field has changed on the Mobile Application Setup record for Profile A, the metadata archive is downloaded during mixed synchronization. For Profile B and C: If a value in the clm__MetadataLastModifiedDate__c field has changed on the Mobile Application Setup record for Profile A, mixed synchronization is not applicable. For Profile C: If a value in the clm__MetadataLastModifiedDate__c field has changed on the Mobile Application Setup record for General Settings, the metadata archive is downloaded during mixed synchronization. For Profile A and B: If a value in the clm__MetadataLastModifiedDate__c field has changed on the Mobile Application Setup record for General Settings, the mixed synchronization is not applicable. To collect the metadata archive, one of the below is necessary: Enable the metadata checker. Customize automatic or manual metadata archiving. If changes are made in the picklist values, it is necessary to launch manual metadata archiving and then synchronize it. On the Salesforce side, the metadata checker is intended: For tracking any changes in metadata components. For archiving metadata components. For auto-updating a value in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup records. To enable metadata checker: Go to CT Mobile Control Panel: Tools. Enable Scheduled metadata check. The metadata checker is enabled. The system launches Apex class once per hour to track changes in the metadata components. If any metadata component has changed since the previous Apex class launch, the process of the ZIP archive creation will be initialized, and the value in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup record will be updated. The metadata checker will also be triggered if the changes have been made to reports and dashboards that are added: To the Home screen of the CT Mobile app. If created, in a custom folder that starts with the CLM keyword. It is possible to modify the default schedule of the metadata checker launch. To schedule the metadata archive generating: Go to the CT Mobile Control Panel: Tools tab. Disable Scheduled metadata check. Go to Setup → Custom Code → Apex Classes and click Schedule Apex. Enter any Job Name. Find Schedule_LastModifiledDate in the Apex Class field. Set a schedule. Click Save. The schedule is set up. To view the job status, go to the Setup → enter Apex Jobs in the Quick Find box → click the Apex Jobs page. For further information, please refer to Developer Salesforce: Apex Scheduler. To manually create the metadata archive, we recommend using the Refresh metadata archive button on the CT Mobile Control Panel: Tools / CTMobile Control Panel 2.0: Tools tab. If the metadata checker is disabled or the metadata archive needs to be created off the schedule, manually collect the metadata in the ZIP archive. The manual metadata archiving is intended: For tracking any changes in metadata components used in the CT Mobile app. For archiving metadata components. For auto-updating a value in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup records. To manually archive metadata components: Go to Setup → Developer Console. Press CTRL + E to open Execute Anonymous Apex Window. Enter the code below: List listDates = [SELECT id, clm__MetadataLastModifiedDate__c FROM clm__ApplicationSetup__c limit 50000]; for(clm__ApplicationSetup__c aps : listDates){ aps.clm__MetadataLastModifiedDate__c = null; } update listDates; clm.Schedule_LastModifiledDate.doCalloutFromFuture(); Click Execute. The process of archive creation is commenced and will be finished in several minutes.","title":"Metadata Checker","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/metadata-checker/index.html","titles":[{"text":"Collecting Metadata Archive","hash":"h2_1036043893","id":1},{"text":"Enable Metadata Checker","hash":"h2_1244689107","id":2},{"text":"Set up a Schedule For Creating Metadata Archive","hash":"h3_77953516","id":3},{"text":"Manually Create Metadata Archive","hash":"h2_1657467916","id":4}]},"1677":{"id":1677,"text":"Table of Contents Creating the Mobile Record Type Creating the Mobile Layout Page Layout Assignment Mobile Layout is a special type of layout dedicated to mobile device usage. To apply a mobile layout, follow the steps: Create an inactive mobile record type. Create a mobile layout. Assign the mobile layout to a record type for a specific profile. If there is no configured mobile layout, the standard assigned page layout will be used. A mobile layout can have several widgets: Chatter Feed Maps Carousel of CLM Presentations Dashboards QR code Mobile Layout Standard Page Layout In the case where the mobile layout and the record types are absent, CT Mobile displays the record in the currently assigned page layout, converting it into a single-column view on devices. In order to use the mobile layout in the CT Mobile app, it is necessary to create an additional inactive record type for the existing active record type. To create the mobile record type: Go to Setup → Object Manager → the Contact object → Record Types. Click New. Enter the following parameters: In the Existing Record Type picklist, select the required record type. In the Record Type Label field, type in the label, e.g., Mobile Record Type. In the Record Type Name field, enter the API name in the following format: Mobile_API-name of the record type. To find out the API name, go to Setup → Object Manager → object (e.g., Contact) → Record Types → select a record type → read the Record Type Name field. For example, if the Contact object has the Doctor record type, create an inactive record type with the Mobile_Doctor API name. Make sure the Active checkbox is disabled. Click Next. Click Save. The mobile record type is ready. To create a mobile layout: Go to Setup → Object Manager → the Contact object → Page Layouts. Click New. Enter the following parameters: In the Existing Page Layout picklist, select a required layout. In the Page Layout Name field, type in a name for layout (e.g., Mobile Doctor Layout). Click Save. The mobile layout is created. In case you have several mobile layouts for a single record type, and you need to allocate them for different profiles, use the Page Layout Assignment table. To assign a mobile layout to a profile: Go to Setup → Object Manager → select an object → Page Layouts. Click Page Layout Assignment. Click Edit Assignment. Select one or several record types for required profiles. Select a profile in the Page Layout To Use picklist. Click Save. The mobile layout is assigned.","title":"Mobile Layouts","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/mobile-layouts/index.html","titles":[{"text":"Creating the Mobile Record Type","hash":"h2_959581907","id":1},{"text":"Creating the Mobile Layout","hash":"h2_1436774974","id":2},{"text":"Page Layout Assignment","hash":"h2_1961857618","id":3}]},"1678":{"id":1678,"text":"Table of Contents Add Applications to the Menu Add Applications to the Mobile Layout The Applications widget allows you to display a carousel with favorite CLM presentations and custom scenarios on the record details screen. The carousel becomes scrollable if it contains more than two screenshots. The Applications widget is also available on the Home screen. To learn more about CLM presentation controls, refer to Gestures in CLM presentations and CLM presentation Controls. To add the Applications module to the app menu: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Applications item. Click Add to close the Add menu item tool. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the All or Integrations tab, select the Applications item. The setup is complete. To add the Applications widget to the mobile layout: Go to Setup → Object Manager → select an object. Click Page Layouts and select the mobile layout. Drag and drop the Section element to the area below the existing tab on which you want to display the carousel. In the Section Properties window, enter APPS in the Section Name field, and select the 1-Column layout. Ensure that the Display Section Header On checkbox is enabled. Do not translate the APPS section name. It is responsible for displaying Applications on the mobile layout and should be left intact. Click OK. Drag and drop the Blank Space element below the APPS element. Click Save. The Applications widget is configured. All standard scenarios and favorite custom scenarios are displayed. The statistics will be collected and automatically linked to the Activity record from which the CLM presentation was started. If Start/Finish functionality with the Lock/Unlock Record option is applied, any CLM presentation from the carousel on the record details screen can be launched only after the start of the activity.","title":"Mobile Layouts: Applications","component":"ctmobile-ios","version":"3.0","name":"mobile-layouts-applications","url":"/ctmobile-ios/3.0/admin-guide/mobile-layouts/mobile-layouts-applications.html","titles":[{"text":"Add Applications to the Menu","hash":"h2_1510760474","id":1},{"text":"Add Applications to the Mobile Layout","hash":"h2_1217193222","id":2}]},"1679":{"id":1679,"text":"Table of Contents Important Notes Add Chatter to the Menu Add Chatter to the Mobile Layout Posts and Comments The Chatter feed is a widget to display user messages on the Chatter module or in the Chatter tab of the selected record screen. Users can create posts and comments, and add attachments. Some standard objects, e.g., Account or Contact, are tracked regardless of whether feed tracking is enabled or not. To display Chatter on the mobile layout of the custom object record, e.g., custom activity or custom meeting, feed tracking should be enabled for the corresponding custom object. To use the Chatter widget: Enable Chatter Feed tracking to allow users to see feed updates, such as new records, comments on them, and likes, they follow. Enable push notifications if needed. To add the Chatter module to the app menu: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Chatter item. Click Add to close the Add menu item tool. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the All or Application Modules tab, select the Chatter item. The setup is complete. To add the Chatter widget to the mobile layout: Go to Setup → Object Manager → select the Account or Contact object. Click Page Layouts and select the mobile layout. Drag and drop the Section element to the Account or Contact Detail area. In the Section Properties window, enter CHATTER in the Section Name field, and select the 1-Column layout. Ensure that the Display Section Header On checkbox is enabled. Do not translate the CHATTER section name. It is responsible for displaying Chatter on the mobile layout and should be left intact. Click OK. Drag and drop the Blank Space element below the CHATTER element. Click Save. The Chatter widget is configured. By default, posts and comments for the last 6 weeks are downloaded. To update posts and comments, pull down the chatter screen. The records (text posts, link posts, and content posts), comments, and likes will be synchronized. Tap and then tap Add post to create a new message for the record. The user profile should have permission to edit records of the object to which the Chatter tab is added. Take a photo or select a photo from the gallery. Attach the audio message or select the audio from the device. Attach a link. Tap under the post to comment. Tap to view comments for the related post. Take a photo or select a photo from the gallery. Attach the audio message or select the audio from the device. Only one attachment can be added to a post or comment. Tap to like a post or comment.","title":"Mobile Layouts: Chatter Feed","component":"ctmobile-ios","version":"3.0","name":"mobile-layouts-chatter-feed","url":"/ctmobile-ios/3.0/admin-guide/mobile-layouts/mobile-layouts-chatter-feed.html","titles":[{"text":"Important Notes","hash":"h2_868831931","id":1},{"text":"Add Chatter to the Menu","hash":"h2_1510760474","id":2},{"text":"Add Chatter to the Mobile Layout","hash":"h3_96344064","id":3},{"text":"Posts and Comments","hash":"h2_393538135","id":4}]},"1680":{"id":1680,"text":"Table of Contents Important Notes Add Dashboards to the Menu Add Dashboards to the Mobile Layout The Dashboards widget is aimed to display the dynamic data in the form of charts (graphs) on the record details page. A dashboard reflects only the records, which are loaded to the mobile device. A dashboard must be created in Salesforce Classic. A dashboard should be located in a custom folder, not in a default package folder. A user profile must have at least View permissions for the objects used in the report. Proper sharing settings with users and roles must be configured for the report and dashboard folders. Note that using the Fiscal year criterion in filters and reports and dashboards criteria is working as the Calendar year. If you create dashboard based on a custom report, which uses custom Report Types, only with type conditions are supported for related objects, with or without type conditions are not supported. To add the Dashboards module to the app menu: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Dashboards item. Click Add to close the Add menu item tool. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the All or Application Modules tab, select the Dashboard item. The setup is complete. To add the Dashboards widget to the mobile layout: Go to Setup → Object Manager → select an object. Click Page Layouts and select the mobile layout. Drag and drop the Section element to the area below the existing tab on which you want to display dashboards. In the Section Properties window, enter CHARTS in the Section Name field, and select the 1-Column layout. Ensure that the Display Section Header On checkbox is enabled. Do not translate the CHARTS section name. It is responsible for displaying Dashboards on the mobile layout and should be left intact. Click OK. Drag and drop the Blank Space element below the CHARTS element. Go to Report Charts. Select a chart from the Report Charts list and drop it below the Blank Space element. A report must have a configured dashboard to display in the Report Charts list. Click Save. The Dashboard widget is configured. Charts display in the tab on the mobile layout.","title":"Mobile Layouts: Dashboards","component":"ctmobile-ios","version":"3.0","name":"mobile-layouts-dashboards","url":"/ctmobile-ios/3.0/admin-guide/mobile-layouts/mobile-layouts-dashboards.html","titles":[{"text":"Important Notes","hash":"h2_868831931","id":1},{"text":"Add Dashboards to the Menu","hash":"h2_1510760474","id":2},{"text":"Add Dashboards to the Mobile Layout","hash":"h2_1499810348","id":3}]},"1681":{"id":1681,"text":"Table of Contents Specify Google Maps API Key Specify Account Address Add Accounts to the Menu Add Maps to the Mobile Layout The Maps widget allows you to display a map fragment with an object location. If you selected Google Maps service as the map type in the CT Mobile app settings, you need Google Maps API Key. To specify the Google Maps API key: Generate the Google Maps API key. Go to the CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General tab and insert the generated key in the Google Maps iOS API Key field. Click Save. The setup is complete. The Maps widget can display Accounts on the map using address information from the specific field: field with the Geolocation type to store geolocation data such as account coordinates. field with the Formula type to store an account address as text and geocoding. CT Mobile checks if there is geolocation data in the field with the geolocation type. If the geolocation data is empty, the location will be set according to the address in the field with the formula type. To set an account address: Go to Setup → Object Manager → the Account object. Click Fields & Relationships. Create a new field. To use account coordinates, create a field with the Geolocation type. To use geocoding, create a field with the Formula type. Go to CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General: In the Account Geolocation Field picklist, select the field with the Geolocation type. In the Account Full Address Field picklist, select the field with the Formula type. Click Save. The setup is complete. To add the Account to the app menu: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Drag and drop Accounts from the Available column to the Selected. Click Save. Go to CT Mobile Control Panel 2.0: App Menu. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Move Accounts from the Available column to the Selected. Click Save. The setup is complete. To add the Maps widget to the mobile layout: Go to Setup → Object Manager → select the Account object. Click Page Layouts and select the mobile layout. Drag and drop the Section element to the area below the Address section. In the Section Properties window, enter MAPS in the Section Name field, and select the 1-Column layout. Ensure that the Display Section Header On checkbox is enabled. Do not translate the MAPS section name. It is responsible for displaying Dashboards on the mobile layout and should be left intact. Click OK. Drag and drop the Blank Space element below the MAPS element. Click Save. The Maps widget is configured. Use the Determine Location button to determine the current device location data.","title":"Mobile Layouts: Maps","component":"ctmobile-ios","version":"3.0","name":"mobile-layouts-maps","url":"/ctmobile-ios/3.0/admin-guide/mobile-layouts/mobile-layouts-maps.html","titles":[{"text":"Specify Google Maps API Key","hash":"h2_103842284","id":1},{"text":"Specify Account Address","hash":"h2_1795365318","id":2},{"text":"Add Accounts to the Menu","hash":"h2_1309855414","id":3},{"text":"Add Maps to the Mobile Layout","hash":"h2_913548954","id":4}]},"1682":{"id":1682,"text":"Table of Contents Creating the Data Source Field Add QR Code to the Mobile Layout The QR Code widget is used to generate and display a QR code on the records page screen. It may contain a URL, pictures, text, and any other useful information. To create a data source field: Go to Setup → Object Manager → the Account object → Page Layouts → Fields & Relationships. Create a new field: In the data type, select Text. In the Field Name field, enter QRCodeSource. In the Field Label field, enter the field label, e.g., QR Code Source. Go to Page Layouts → Account Layout → add the QR Code Source field to the layout. Go to the record and fill in the URL address in the QR Code Source field. The data source field is configured. To add the QR Code widget to the mobile layout: Go to Setup → Object Manager → the Account object. Click Page Layouts and select the mobile layout. Add the QR Code tab or use the existing tab. Drag and drop the Section element to the area below the existing tab on which you want to display QR code. In the Section Properties window, enter QRCODE in the Section Name field, and select the 1-Column layout. Ensure that the Display Section Header On checkbox is enabled. Do not translate the QRCODE section name. It is responsible for displaying QR Code on the mobile layout and should be left intact. Click OK. Drag and drop the Blank Space element below the QRCODE element. Click Save. The QR Code widget is configured. QR code is displayed in the tab on the mobile layout.","title":"Mobile Layouts: QR Code","component":"ctmobile-ios","version":"3.0","name":"mobile-layouts-qr-code","url":"/ctmobile-ios/3.0/admin-guide/mobile-layouts/mobile-layouts-qr-code.html","titles":[{"text":"Creating the Data Source Field","hash":"h2_1184952911","id":1},{"text":"Add QR Code to the Mobile Layout","hash":"h2_913548954","id":2}]},"1683":{"id":1683,"text":"Table of Contents Adding a Tab Adding a Section Set up the mobile layout by dividing it into tabs that have sections with the required fields. To add a tab to the mobile layout: Go to Setup → Object Manager → select an object. Go to Page Layouts and click the required one. Drag and drop the Section element to the Contact Detail area. In the Section Properties window: enter Address in the Section Name field; select the 1-Column layout. Click OK. Drag and drop the Blank Space element below the Address tab. Click Save. The tab is added to the layout. To add the section: Drag and drop one more Section element below the Address tab. Enter the section name and select the 1-Column layout. Click OK. You can disable the section name visibility with the Display Section Header On checkboxes. Drag and drop the Shipping Address field and other desired fields below the section element. Add another section with the Billing Address field. Click Save. The added sections are now will be available on the Address tab.","title":"Mobile Layouts: Tabs and Sections","component":"ctmobile-ios","version":"3.0","name":"mobile-layouts-tabs-and-sections","url":"/ctmobile-ios/3.0/admin-guide/mobile-layouts/mobile-layouts-tabs-and-sections.html","titles":[{"text":"Adding a Tab","hash":"h2_276819527","id":1},{"text":"Adding a Section","hash":"h2_1835019347","id":2}]},"1684":{"id":1684,"text":"Table of Contents Configuring Column Width in Field Properties Configuring Column Widths on the CT Mobile Control Panel Important Notes By default, the columns' widths of standard and custom related lists are spread evenly along the working area. Customize column width if needed. The actual metadata is required to successfully apply the settings. For more information, go to Metadata Archive and Metadata Checker. This setting is applied to fields in standard and custom related lists. To specify the columns' width: Go to Setup → Object Manager and select the object. In Fields & Relationships, click a field and then click Edit. In Description, type in the value: ctmobile.columnWidth(X) where X is an integer between 0 and 100 %. Click Save. The configuration is completed. Perform the full synchronization to apply the changes. If a related list consists of several columns, the non-configured columns will be spread evenly along the rest of the working area. Here is a standard related list tab screen as an example: This setting is applied to fields in custom related lists. To specify the columns' width: Go to CT Mobile Control Panel: Custom details. Click next to the custom related list to open its settings. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Enable the Adjust Width switch to reveal the columns' widths setting. Define the widths of columns. Click Save. This setting overrides the configured column width in the object field properties. The configuration is completed. Perform the full synchronization to apply the changes. If a custom related list consists of several columns, the non-configured columns will be spread evenly along the rest of the working area. Here is a custom related list tab screen as an example: Please read the best practices for the Sync Recovery setting. The 0 value means that the column is not affected by width setting, i.e., it will occupy the rest of the working area. The 100 value means that the column will squeeze out all the other columns from the working area. If the total sum of values is greater than 100, then the columns' widths setting is not applied to the related list. If the total sum of values is less than 100, the rest percentages are divided into the number of columns and added to the width value of each column. If the setting is applied only to some columns, and the total sum of values is less than 100, the rest percentages are spread evenly among the non-configured columns. The setting can take a value of an integer between 0 and 100. If this requirement is not met, the setting is not applied.","title":"Columns' Widths for Standard and Custom Related Lists","component":"ctmobile-ios","version":"3.0","name":"columns-width-for-related-lists","url":"/ctmobile-ios/3.0/admin-guide/related-lists/columns-width-for-related-lists.html","titles":[{"text":"Configuring Column Width in Field Properties","hash":"h2_1558356468","id":1},{"text":"Configuring Column Widths on the CT Mobile Control Panel","hash":"h2_947661563","id":2},{"text":"Important Notes","hash":"h2_868831931","id":3}]},"1685":{"id":1685,"text":"Table of Contents Create a Custom Related List Edit a Custom Related List Change Tab Name Change Tab Order Edit Fields of the Custom Related List in the CT Mobile app Create and manage several tabular forms to display data in the CT Mobile app. The objects and their record types should be previously configured. The mobile user should have permission to read the related list object. To create a custom related list: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: Custom details. Click Create. Type in the tab name in the header of the form. This name will be used as a tab name. Also, you can set a custom label for the related list tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Select an object in the Parent Object field. Select a record type of the object of step 5 in the Parent Object Record Type field. Select a related object of the object of step 5 in the Data Object Name field. Some Data Objects can have several lookup fields. In this case, the Lookup drop-down list will appear, allowing you to select one of the fields. (Optional) select the record type of the linked object of step 7 in the Data Record Type field. If you leave this field blank, you will be offered to select a record type, when creating a new record in the custom related list. Define the following: Create/Delete permissions. Influence the ability to create and/or delete records on the custom related list tab. Drilldown. Enable the setting to add the option of opening the record details screen. Adjust Width. Enable the option and specify the column width in the percentages for each field. SOQL Filter. An additional switch will be added to the tab if the filter is used. Toggle the switch to display only the filtered records or the full list of records on the tab. Click Add a new field to form a column. Select a field from the drop-down list. Define the Read Only and the Required options for the fields. If the updateable attribute has a false value, this field will be read-only even if the Read Only attribute has not been selected. If the nillable attribute has a false value, this field will be required to fill in even if the Required attribute has not been selected. Click Create. Click Save. The custom related list is configured. Perform a synchronization to apply the changes. Click next to the required custom related list to edit it. Click next to the required custom related list to remove it. If there is only one custom related list, the tab and the subtab on it will be named the same as the list. If there are two and more custom related lists, the tab will have the Detailing name with subtabs named the same as custom related lists. Go to CT Mobile Control Panel 2.0: Custom Details. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. On the left list, select an object. Toggle Show Objects with Settings if needed. Click Add Settings. Enter a name for related list and click . Select a record type. On the Main tab, select values from the picklists: Related Object Lookup Field Related Object Record Type Define the following: Create/Delete permissions. Influence the ability to create and/or delete records on the custom related list tab. Drilldown. Enable the setting to add the option of opening the record details screen. In the Columns section, define fields for the related list: Select a field from the drop-down list. Click Add Field to add a new field. Define the Read Only and the Required options for the fields. If the updateable attribute has a false value, this field will be read-only even if the Read Only attribute has not been selected. If the nillable attribute has a false value, this field will be required to fill in even if the Required attribute has not been selected. On the Filter tab, set up SOQL filters for using a toggle in the CT Mobile app to display all records or only records that match the criteria: Use Add Filter and Add Group buttons to build the filter criteria. Click Add Sorting and Limit button to specify sorting options for the filter results, configuring the fields: Sort Results By Sort Order Max Records Click Save. The custom related list is configured. Perform a synchronization to apply the changes. Click next to the required custom related list to edit it. Click next to the required custom related list to remove it. If there is only one custom related list, the tab and the subtab on it will be named the same as the list. If there are two and more custom related lists, the tab will have the Detailing name with subtabs named the same as custom related lists. To set up the columns' widths of a custom related list, go to Columns' Widths for Standard and Custom Related Lists. To change tab name: Create a custom label for the related list tab and translate it if required. Click Setup → Custom Code → Custom Settings. Click Manage next to Mobile Custom Details Settings. In the Tab Label field, specify $Label.label_name, where label_name is the name of the required Custom Label. Click Save. The setup is complete. To change the tabs order: Click Setup → Custom Code → Custom Settings. Click Manage next to Mobile Custom Details Settings. Specify the number in the Tab Order field. Click Save. The setup is complete. To edit fields in the CT Mobile app: For the current user profile, specify permission to edit an object, which records are displayed in the custom related list. Specify permission to edit the custom related list. Specify permission to edit for the required field. The setup is complete.","title":"Custom Related Lists","component":"ctmobile-ios","version":"3.0","name":"custom-related-lists","url":"/ctmobile-ios/3.0/admin-guide/related-lists/custom-related-lists.html","titles":[{"text":"Create a Custom Related List","hash":"h2_993780705","id":1},{"text":"Edit a Custom Related List","hash":"h2_498492199","id":2},{"text":"Change Tab Name","hash":"h3_1591488796","id":3},{"text":"Change Tab Order","hash":"h3_1261826499","id":4},{"text":"Edit Fields of the Custom Related List in the CT Mobile app","hash":"h2_773495381","id":5}]},"1686":{"id":1686,"text":"Table of Contents Standard Related Lists For users of CT Mobile iOS version 2.1 and earlier For users of CT Mobile iOS version 2.2 and later Custom Related Lists Set up a SOQL filter for the related lists. The toggle in the CT Mobile allows a user to display all downloaded records or only records that matched the filter criteria. The sorting order for a standard related list is stored in Related List Filters. If the Order By request is set in the clm__SOQL__c field: if the value is ASC or not set in the clm__SortOrder__c field, the sorting will be performed in ascending order; if the value is DESC in the clm__SortOrder__c field, the sorting will be performed in descending order; If the Order By request is not set in the clm__SOQL__c field, the sorting will be performed according to the specified parameter in the Sort by field in the Related List Properties window on the layout of the corresponding record type of the parent object: if the value is ASC or not set in the clm__SortOrder__c field, the sorting will be performed in ascending order; if the value is DESC in the clm__SortOrder__c field, the sorting will be performed in descending order; In other cases, the sorting is carried out by the first column. The sorting order for a standard related list is stored in the Standard Related List record type of the CTM Settings object. If the Order By request is set in the clm__Criteria__c field: if the value is ASC or not set in the clm__SortingOrder__c field, the sorting will be performed in ascending order; if the value is DESC in the clm__SortingOrder__c field, the sorting will be performed in descending order; If the Order By request is not set in the clm__Criteria__c field, the sorting will be performed according to the specified parameter in the Sort by field in the Related List Properties window on the layout of the corresponding record type of the parent object: if the value is ASC or not set in the clm__SortingOrder__c field, the sorting will be performed in ascending order; if the value is DESC in the clm__SortingOrder__c field, the sorting will be performed in descending order; In other cases, the sorting is carried out by the first column. The sorting order for a custom related list is stored in Mobile Custom Details Settings. If the Order By request is set in the clm__RecordCondition__c field: If there is more than one field in the condition, the records are sorted by the first field. If the first field contains two identical values, the records are sorted by the second field, and so on. if the value is ASC or not set in the clm__RecordCondition__c field, the sorting will be performed in ascending order; if the value is DESC in the clm__RecordCondition__c field, the sorting will be performed in descending order; If the Order By request is not set in the clm__RecordCondition__c field, the sorting will be performed according to the value in the clm__SortingFieldName__c field. Records are sorted in ascending order. if the value is ASC or not set in the clm__RecordCondition__c field, the sorting will be performed in ascending order; if the value is DESC in the clm__RecordCondition__c field, the sorting will be performed in descending order; In other cases, the sorting is carried out by the first column. In the CT Mobile app, it is also possible to rearrange records in custom and standard related lists by tapping on the name of any displayed list column. On the second tap, the ascending and descending sorting order changes.","title":"Filters in Related Lists","component":"ctmobile-ios","version":"3.0","name":"filters-in-related-lists","url":"/ctmobile-ios/3.0/admin-guide/related-lists/filters-in-related-lists.html","titles":[{"text":"Standard Related Lists","hash":"h2_1316422583","id":1},{"text":"For users of CT Mobile iOS version 2.1 and earlier","hash":"h3_215298378","id":2},{"text":"For users of CT Mobile iOS version 2.2 and later","hash":"h3_1827010273","id":3},{"text":"Custom Related Lists","hash":"h2_1047667523","id":4}]},"1687":{"id":1687,"text":"Related lists are tabular forms for displaying records related to another record if one object has a link to another object in the reference field. In the CT Mobile app, two types of related lists are available: Custom Related Lists Standard Related Lists Here is a table to help you understand the difference between standard and custom related lists: how to set up related lists in Salesforce and what features could be available in the CT Mobile app. Feature Standard Related List Custom Related List Notes Set up a related list with the page layout editor + – Add and customize a standard related list on the page layout of the required object. Not applicable for a custom related list. Set up a related list on CT Mobile Control Panel + + Go to CT Mobile Control Panel: Offline Objects / CT Mobile Control Panel 2.0: Offline Objects to customize a standard related list; Go to CT Mobile Control Panel: Custom details / CT Mobile Control Panel 2.0: Custom Details to customize a custom related list. Create a record + + Grant permission: on CT Mobile Control Panel: Offline Objects / CT Mobile Control Panel 2.0: Offline Objects for a standard related list; on CT Mobile Control Panel: Custom details / CT Mobile Control Panel 2.0: Custom Details for a custom related list. Object permissions restrict common access permissions defined by the user profile. The current user profile should have permission to edit the selected offline objects. Delete a record + + Grant permission: on CT Mobile Control Panel: Offline Objects / CT Mobile Control Panel 2.0: Offline Objects for a standard related list; in CT Mobile Control Panel: Custom details / CT Mobile Control Panel 2.0: Custom Details for a custom related list. Object permissions restrict common access permissions defined by the user profile. The current user profile should have permission to delete the selected offline objects. Since CT Mobile 2.5, users can delete unsynchronized records if they have permission to create records but not delete them. Edit field values – + Not applicable for a standard related list; Go to Custom Related Lists to add the ability for editing fields of a custom related list. Drilldown to record details screen + + Available by default and cannot be disabled for a standard related list; Grant permission on CT Mobile Control Panel: Custom details / CT Mobile Control Panel 2.0: Custom Details for custom related list. Control columns' width + + For more information, go to Columns' Widths for Standard and Custom Related Lists. Filter records by using a SOQL query + + In the CT Mobile app, switch between the display of all records or only records that match filter criteria. Timeline view + – For more information, go to Timeline View. The sort order by the specific field + + Tap the column title to sort records by this field. For more information, go to Filters in Related Lists.","title":"Related Lists","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/related-lists/index.html","titles":[{"text":"Related List Features Comparison","hash":"h2_384095523","id":1}]},"1688":{"id":1688,"text":"Add standard Salesforce related lists, for example, Contacts or Opportunities, to the offline object to work with them in the CT Mobile app. To view a standard related list in the CT Mobile app: Add and customize a standard related list on the page layout of the required object. Select fields to display on the related list; Set up user permissions to fields: If the Updateable attribute has a false value, the field will be read-only even if the Read Only attribute has not been selected. If the Nillable attribute has a false value, the field will be required to fill in even if the Required attribute has not been selected. Specify the columns' order; Use filters. For more information, go to Filters in Related Lists. Go to CT Mobile Control Panel: Offline Objects / CT Mobile Control Panel 2.0: Offline Objects and add the object from step 1 to the Selected list. Click the object in the Selected list to manage permissions and related lists. You can allow creating or deleting records and specify the SOQL filter to display all records or the required ones in the CT Mobile app. For more information, go to Managing Offline Objects. Add the object of the related list to the Selected list, for example,Contacts or Opportunities. Check that the current user profile has permission to read the object from steps 1 and 3. Check that the current user profile has permission to read the reference field that links the offline object and the related list object. The setup is complete. Open Activity and Activity History standard related lists can be added to an object. They display records of two standard objects, Task and Event: Open Activity related list displays uncompleted tasks (when IsClosed is false) and events with StartDateTime value greater or equal to the current date. Activity History related list displays completed tasks (when IsClosed is true) and events with StartDateTime value in the past.","title":"Standard Related Lists","component":"ctmobile-ios","version":"3.0","name":"standard-related-lists","url":"/ctmobile-ios/3.0/admin-guide/related-lists/standard-related-lists.html","titles":[{"text":"Open Activity and Activity History Standard Related Lists","hash":"h3_1346237366","id":1}]},"1689":{"id":1689,"text":"The timeline view is the alternative way to display records of the standard related lists as a tree of records in chronological order according to the criterion. The timeline view does not apply to custom related lists. The timeline view may be used for multiple standard related lists on the same layout. The standard related lists will be merged into a single timeline named Activities. It will contain the records of all the standard related lists for which timeline view is enabled, for example, records of the Event and Case objects. To display the timeline view: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: Offline Objects. Select an object from the Selected list. Select the required record type from the drop-down list. Click next to the required related list. The related list settings window opens. Switch to the Display Settings tab. Enable the Display as a timeline by setting. Select the date or the date/time type field from the drop-down list to sort the records in the timeline. Click Save in the related list settings window. Click Save on the CT Mobile Control Panel tab. Go to CT Mobile Control Panel 2.0: Offline Objects. Select an object from the Selected list. Click the Related Lists tab. Click to expand desired related list. In the Display as Timeline section: Switch the Enabled toggle. In the Ordered by Selected Field, picklist select the date or the date/time type field. Click Save. Go to the record and open the standard related list configured in the timeline view. On the left, activities are displayed as icons of the relevant type in chronological order. Observe the icons to quickly identify the activity type. On the right, the details about the earliest future activity are displayed. Tap an activity to display its details on the right part of the screen. Double-tap an activity to open it. If needed, set the colors for each activity type. If enabled, it is possible to create activity records. Tap the icon next to the future activity to set a reminder.","title":"Timeline View","component":"ctmobile-ios","version":"3.0","name":"timeline-view","url":"/ctmobile-ios/3.0/admin-guide/related-lists/timeline-view.html","titles":[{"text":"Timeline View Setup","hash":"h2_1277565707","id":1},{"text":"Using Timeline View","hash":"_using_timeline_view","id":2}]},"1690":{"id":1690,"text":"A dependent picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field. Controlling fields can be any picklist (with at least one and fewer than 300 values) or checkbox field on the same record. To create a dependent picklist, refer to Salesforce Help. In the CT Mobile app on the layout, mini-layout, pseudo layout, and custom related lists: A dependent field is Read-Only until the value is selected in the controlling field. If the value for the controlling field is set and there are proper values for the dependent field, the dependent field will be editable. When the dependent field is Read-Only according to the Salesforce settings, it will be Read-Only even when the value is selected in the controlling field. When the dependent field is Required according to the Salesforce settings, it will be Required when the value is selected in the controlling field. Otherwise, the dependent field is Read-Only. If the value for the dependent field is set by default, this value is not substituted into the dependent field on the mobile device. When the value in the controlling field has been changed, the value in the dependent field remains the same if it meets the criteria or changes to None. When the desired value is selected in the control field, only the values specified to the selected are available in the dependent field. On the layout, mini-layout, pseudo layout, and custom related list, the default value for the dependent picklist will be taken according to the specific record type of the record if at least one record type of the object is available for the user’s profile. Otherwise, the value will be set according to the properties of the field itself. On the layout, mini-layout, and custom related list: the field with the Picklist type has no value by default and this field is Required: when a user creates a record, the field with the Picklist type has the None value and the record cannot be saved due to the validation rule. Set up a value to save the record. the field with the Picklist type has a value by default and this field is not Required: when a user creates a record, the default value is set in the field with the Picklist type. The user can select the None value. the field with the Picklist type has no value by default and this field is not Required: when a user creates a record, the field with the Picklist type has the None value. The record will be saved whether the user remains the None value or selects another one. the field with the Picklist type has a value by default and this field is Required: when a user creates a record, the default value is set in the field with the Picklist type.","title":"Field Dependency and Dependent Picklists","component":"ctmobile-ios","version":"3.0","name":"field-dependency-and-dependent-picklists","url":"/ctmobile-ios/3.0/ct-mobile-solution/recommendations-and-peculiarities/field-dependency-and-dependent-picklists.html","titles":[{"text":"Conditions to Display the None Value in the Picklists","hash":"h2_1106274213","id":1}]},"1691":{"id":1691,"text":"Consider the following notes that can affect formula calculation when filling fields with the Double type with numbers longer than 16 characters: Salesforce automatically rounds a number longer than 16 digits: an 18-digit number will be rounded by two digits, and a 17-digit number will be rounded by one digit. After synchronization, CT Mobile gets a number that is already rounded. For example: 222 222 222 222 222 222 → 222 222 222 222 222 200 222 222 222 222 222 22 → 222 222 222 222 222 24 When working with the CT Mobile app: A 15-digit number is stored in exponential form. A 16-digit number is stored in numeric form. A 17 or 18-digit number is automatically converted to exponential. After synchronization, the number will be rounded on the Salesforce side. For example: 222 222 222 222 222 222 → 222 222 222 222 222 000 = 2,22222222222222e17","title":"Fields with the Double Type","component":"ctmobile-ios","version":"3.0","name":"fields-with-the-double-type","url":"/ctmobile-ios/3.0/ct-mobile-solution/recommendations-and-peculiarities/fields-with-the-double-type.html","titles":[]},"1692":{"id":1692,"text":"Read the recommendations for naming objects and fields to simplify and standardize your work with Salesforce, and also get familiar with peculiarities of some field types:","title":"Recommendations for API Names of Objects and Fields and Peculiarities of Working with Some Types of Fields","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-mobile-solution/recommendations-and-peculiarities/index.html","titles":[]},"1693":{"id":1693,"text":"Table of Contents Math Operators Logical Operators Text Operators Date and Time Functions Logical Functions Math Functions Text Functions Summary Functions Advanced Functions Global Constants iOS Functions The tables below are incomplete. We are working on updating the information. Learn more in Help Salesforce: Formula Operators and Functions. Operator iOS Windows + (Add) Yes Yes Field types Number + Number Date + Number Date/Time+ Number Time + Number String + String - (Subtract) Yes Yes Field types since CT Mobile Windows 1.1 NUMBER - NUMBER DATE - NUMBER DATETIME - NUMBER DATETIME - DATETIME Field types since CT Mobile Windows 1.2 TIME - NUMBER DATE - DATE * (Multiply) Yes Yes Field types Number* Number / (Divide) Yes Yes Field types Number / Number ^ (Exponentiation) Yes () (Open Parenthesis and Close Parenthesis) Yes Yes Operator iOS Windows = and == (Equal) Yes Yes <> and != (Not Equal) Yes Yes < (Less Than) Yes Yes > (Greater Than) Yes Yes ⇐ (Less Than or Equal) Yes Yes >= (Greater Than or Equal) Yes Yes && (AND) Yes Yes || (OR) Yes Yes Operator iOS Windows & (Concatenate) Yes Yes Function iOS Windows ADDMONTHS No DATE Yes Yes DATEVALUE Yes Yes DATETIMEVALUE Yes Yes DAY Yes Yes HOUR Yes MILLISECOND Yes MINUTE Yes MONTH Yes Yes NOW Yes Yes SECOND Yes TIMENOW No TIMEVALUE Yes TODAY Yes Yes WEEKDAY Yes Since CT Mobile 2.7 Yes YEAR Yes Yes Function iOS Windows AND Yes Yes BLANKVALUE Yes Yes CASE Yes Yes IF Yes Yes ISBLANK Yes Yes ISCLONE No ISNEW Synced records: returns True. Unsynced records: returns False. ISNULL Yes Yes ISNUMBER Yes Yes NOT Yes Yes NULLVALUE Yes Yes OR Yes Yes PRIORVALUE Synced records: returns the value after the last successful synchronization. Unsynced records: returns the current value. Trigger: after tapping a field, even if the value will not be changed. Yes Function iOS Windows ABS Yes CEILING Yes Yes DISTANCE Yes Yes EXP Yes FLOOR Yes GEOLOCATION Yes (since CT Mobile 2.7.) Yes LN Yes LOG Yes MAX Yes MCEILING No No MFLOOR No MIN Yes MOD Yes ROUND Yes Yes SQRT Yes Function iOS Windows BEGINS Yes Yes BR Yes Yes CASESAFEID Yes Yes CONTAINS Yes Yes FIND Yes Yes GETSESSIONID Blank value. HTMLENCODE Yes HYPERLINK Yes (since CT Mobile 2.7.) Yes IMAGE Yes Yes INCLUDES Yes Yes ISPICKVAL Yes Yes JSENCODE Yes JSINHTMLENCODE Yes LEFT Yes Yes LEN Yes Yes LOWER Yes Yes LPAD Yes MID Yes Yes RIGHT Yes Yes RPAD Yes SUBSTITUTE Yes Yes TEXT Yes Yes TRIM Yes UPPER Yes Yes URLENCODE Yes VALUE Yes Yes Function iOS Windows PARENTGROUPVAL No PREVGROUPVAL No Function iOS Windows CURRENCYRATE No GETRECORDIDS No IMAGEPROXYURL No INCLUDE No ISCHANGED Unsynced records: returns False. Yes JUNCTIONIDLIST No LINKTO No REGEX No REQUIRESCRIPT No URLFOR No VLOOKUP No Function iOS Windows Comments $Api No $CustomMetadata Yes Records of custom metadata types. $Label Yes $Organization No Yes Owner: Queue Yes Owner: User Yes $Profile Yes Yes $recordtype Yes $Setup Yes Yes Records of custom settings. $System No $User Yes Yes $UserRole Yes Yes The following iOS functions are supported: avg begins case chord concat cvs like mean modulo \"tau_2\" trunc ver vercos vers","title":"Offline Supported Operators and Functions in Field with the Formula Type","component":"ctmobile-ios","version":"3.0","name":"offline-supported-operators-and-functions-in-field-with-the-formula-type","url":"/ctmobile-ios/3.0/ct-mobile-solution/recommendations-and-peculiarities/offline-supported-operators-and-functions-in-field-with-the-formula-type.html","titles":[{"text":"Math Operators","hash":"h2_181225665","id":1},{"text":"Logical Operators","hash":"h2_1409994860","id":2},{"text":"Text Operators","hash":"h2_1691374148","id":3},{"text":"Date and Time Functions","hash":"h2_1663638067","id":4},{"text":"Logical Functions","hash":"h2_49471360","id":5},{"text":"Math Functions","hash":"h2_1387231209","id":6},{"text":"Text Functions","hash":"h2_161189532","id":7},{"text":"Summary Functions","hash":"h2_1972051623","id":8},{"text":"Advanced Functions","hash":"h2_1539976917","id":9},{"text":"Global Constants","hash":"h2_333494742","id":10},{"text":"iOS Functions","hash":"h2_794969542","id":11}]},"1694":{"id":1694,"text":"Working in non-English Salesforce environments, all settings should be specified in English. Use Translation Workbench for translating all labels and other settings. Creating fields with identical API names inside a single object is not allowed, even if their prefixes and postfixes are different. For example, Name and Name__c are considered as the same API name. All API names should be in English. Specify the short and meaningful name and avoid using Pidgin English. Specify Description or Help Text to simplify the setup process and reduce the time for preparing documentation. Start the API name with the capital letter. In the case of several words, use the following format: CompanyName, BillingDate, InvoiceNumber. The dashes and underscores are restricted. Please avoid using numbers. Recommendations for specifying API names for fields with the specific datatype: Lookup Relationship should contain the name of the object to link and the Id word, for example, AccountId, ContactId. Also, specify the plural name of the object in the Child Relationship Field, for example, Activities, Orders. The checkbox should contain the Is or Has word, for example, IsActive__c, HasProducts__c. For Number, Text, and Text Area, do not limit the Length field unless necessary. Geoposition is created in decimal format, with 6 decimal places. For Auto Number, it is required to specify variables in the Display Format field. For example, the following date format SF{000}-{DD}/{MM}/{YYYY} returns the SF021-13/05/2009 value. The deleted field API-name has the _del postfix. Be sure to remove this postfix after recovery. Do not specify the Required and Read-Only attributes while creating a field. Add the field to the appropriate page layout and set these attributes: Go to Setup → Object Manager. Select the required object. Click Page Layouts, select the required page layout. In the Fields section, find the desired field and hover the mouse pointer over it. Click and set the attributes. Set up page layouts given the following: Fields with the Text Area or Text Area Long datatype should be placed together in a separate section with a 1-column layout. The Created By, Last Modified By, and Owner should be placed in the System Information section. Fields with the Number, Date, and Date/Time datatype are placed on the right side of the Information section. Manage related lists within the editing the corresponding page layout. Do not remove a related list from the custom page in Lightning App Builder because it will be removed for all users in the Salesforce org.","title":"Recommendations for Object and Field API Names and Page Layouts","component":"ctmobile-ios","version":"3.0","name":"recommendations-for-object-and-field-api-names-and-page-layouts","url":"/ctmobile-ios/3.0/ct-mobile-solution/recommendations-and-peculiarities/recommendations-for-object-and-field-api-names-and-page-layouts.html","titles":[{"text":"Object and Field API Names","hash":"h2_1791025421","id":1},{"text":"Field Access","hash":"h2_1279097404","id":2},{"text":"Page Layouts","hash":"h2_1167134402","id":3}]},"1695":{"id":1695,"text":"A roll-up summary field is used to calculate values from a set of related records. The child records must be directly related to the parent record through a master-detail relationship. To create a roll-up summary field, refer to Salesforce Help. In the CT Mobile app, the roll-up field will automatically display a value on a parent record based on the values of child records. There is no need to start the sync process when the child record values have been changed: these operators are supported: equals less than greater than less or equal greater or equal contains not equal to starts with between within (DISTANCE only) fields with these filed types are supported as criteria to filter records: Text Data Date/Time Currency Email Phone Picklist (several values) Time (recalculation only after synchronization) URL","title":"Roll-up Summary Fields","component":"ctmobile-ios","version":"3.0","name":"roll-up-summary-fields","url":"/ctmobile-ios/3.0/ct-mobile-solution/recommendations-and-peculiarities/roll-up-summary-fields.html","titles":[]},"1696":{"id":1696,"text":"A set of HTML slides representing the logic of the CLM presentation. Slides are formed on templates and have a variable area for multiple use cases. Users can create custom scenarios based on the default scenario. A CLM presentation page with a unique index number. The existence of two slides with equal index numbers within one CLM presentation is not permitted. The Required attribute prevents mobile users from displacing or removing the slide from the scenario. The Fixed attribute disables slide scrolling using a double swipe. The attribute use is recommended to be set to the slides that represent the menu. An HTML layout with placeholders. Templates support an unlimited number of placeholders. Multiple slides of the same CLM presentation can use the same template. An HTML layout field that indicates a place for interactive widget content storage. It is possible to set up the type of supported widgets in the placeholder. The placeholder position number is a required parameter. Placeholders are marked as {!POSITION_n}, where n is an ordinal integer. A separate editable template element. The following types of widgets are currently supported: Rich Text For changes to the HTML layout, text blocks places, and images Slider An interactive customizable widget that can aggregate numerical values Chart An interactive diagram widget Sortable An interactive sorting widget Video A widget for inserting a video into a slide YouTube video is currently supported. The video can be downloaded to the iPad to be available in offline mode. All types are managed using the Application Editor, excluding the Video type. The object is intended to store the CLM presentation statistics from the Application module, Home Screen, a record’s mobile layout, and Remote Detailing. The object is intended to store user scenarios for CLM presentations. The object is intended to record all details, e.g., the company’s products, of different types of user visits. The object is intended to log entries of each action during synchronization.","title":"CLM Presentation Components","component":"ctmobile-ios","version":"3.0","name":"clm-presentation-components","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/clm-presentation-components.html","titles":[{"text":"Application","hash":"h3_14400000","id":1},{"text":"Slide","hash":"h3_145801861","id":2},{"text":"Template","hash":"h3_261292728","id":3},{"text":"Placeholder","hash":"h3_1019358273","id":4},{"text":"Widget","hash":"h3_306512626","id":5},{"text":"Additional objects","hash":"h2_1899601929","id":6},{"text":"Application Stats","hash":"h3_1467219969","id":7},{"text":"Custom Scenario","hash":"h3_877574013","id":8},{"text":"Activity","hash":"h3_2064980083","id":9},{"text":"Sync Log","hash":"h3_1775407813","id":10}]},"1697":{"id":1697,"text":"To view statistics of created CLM presentations, you can use reports included with the CLM installation package. Go to Reports tab → All Folders → CLM Reports → click desired report: Application view time Demo Application Likes and Dislikes Application views Rating of presentation by views Rating of presentations Demo Application slide view time Rating of presentations by views time Demo Application Slide Views To create your own report, click the New Report button.","title":"CLM Reports","component":"ctmobile-ios","version":"3.0","name":"clm-reports","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/clm-reports.html","titles":[]},"1698":{"id":1698,"text":"Table of Contents Required Permissions CLM Presentation Creation Publication of CLM Presentations Displaying and Management of CLM Presentations CT Mobile app (offline mode) The Remote Detailing Functionality (online mode) The CT Presenter is intended to create CLM presentations for demonstrating them offline and online on the PC, tablets, and mobile phones. To use the CT Presenter functionality: Go to Setup → Security → Remote Site Settings and make sure that the CTCLM and CTCLMEditor remote sites are active. If you want to use Remote Detailing 2.0, install the CT Mobile package v. 3.63 or higher and make sure that the CTCLMRD remote site is active. Go to Setup → Custom Code → Custom Settings → Trigger Settings → make sure that the following records are created and active: ApplicationProcess AttachmentProcess SlideProcess TemplateProcess WidgetProcess Go to CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools and check the cloud token is specified. Assign the preconfigured permission set to a user according to their role. Check user permissions to CLM objects. Get familiar with the requirements for CLM presentations. Look through our guide for creating interactive CLM Presentations to know how to add content, such as media and specific interactions, on slides and properly upload ready CLM presentations to Salesforce. CT Presenter provides the Application Editor: Manually create CLM presentations using one of the options: Add slides based on templates with placeholders and widgets; Add slides with the specified markup. Add PowerPoint, PDF, or JPEG/JPG files to convert into a CLM presentation. CT Presenter provides the Plain Application Editor: Create and edit CLM presentations using the web interface. Create your templates, and slides with images, texts, videos, etc. Import PowerPoint into an existing template and convert it to a CLM presentation. Use the custom scenario editor to create, edit and delete custom scenarios. In the CT Mobile app, you can specify custom scenarios with the help of the Mobile Scenario Editor in the Application module. To use a CLM presentation, it is necessary to publish it: Renew slides of the current CLM presentation to view slides in the navigation feed during the display of the CLM presentation. Publish a CLM presentation by selecting it on the Applications tab. Publish a CLM presentation by using the Application Editor. It is possible to specify the CLM presentation display mode in the case of using Аngular and other JS frameworks, where there are difficulties with the display of connected templates and parts of the HTML code. During the synchronization process, CLM presentations will be downloaded on the mobile device and available for use: The CLM presentation should be active and available offline. The Available Offline attribute is available since the CT Mobile managed package v. 3.54. The administrator should activate this checkbox for the required CLM presentations. The Application module allows reviewing CLM presentations uploaded from Salesforce. You can configure the mobile layout of the Activity object to launch a CLM presentation from the carousel of CLM presentations on the activity record. Also, you can launch a CLM presentation from the Home Screen. For each CLM presentation: Use pre-configured gestures. Double-tap the left or right side of the screen to view the control buttons. Double-tap the bottom of the screen to display the selected scenario and slide in a branch for rapid switching between the slides. JS Bridge methods are available from within the CLM presentation if specified on the slide markup. During the CLM presentation, specific user actions are captured and collected in the Application Stats record. Tracking button clicks, likes, dislikes, slide duration, and slide navigation are specified for each CLM presentation. The statistics will be linked to the activity record from which it was started. The CT Mobile app asks a user to link the statistics to the activity record if the CLM presentation was launched from the Application module or Home screen. We recommend reading Remote Detailing: F.A.Q. The Remote Detailing functionality allows the presenter and participants to simultaneously view CLM presentations on their PC, tablet, or mobile phone. The Self Detailing mode is intended for the participant’s remote control of the CLM presentation on a PC, tablet, or mobile phone without presenter participation. The CLM presentation should be active and available for Remote Detailing. The presenter can launch a CLM presentation for Remote Detailing on the Activity record in the CT Mobile app. The presenter can launch a CLM presentation for Remote Detailing on the Activity record or the Application record in Salesforce. The presenter can launch a CLM presentation via Microsoft Teams. Participant(s) join the Remote Detailing meeting by the invitation link. For each CLM presentation: The separates UI for the presenter and participant. In the case of using on-the-slide markup, JS methods and links are available from within the CLM presentation. Performed on the CLM presentation, specific user actions can be captured and collected in the Application Stats record. These actions can include capturing button clicks, certain gestures (clickstream data), or generic data and should be specified for each CLM presentation. When the presenter clicks the Finish session button or closes the browser tab, a record of the Application Stats object is created for each participant and presenter. For the Self Detailing mode, the statistics will be collected according to the Session timeout (in seconds) field.","title":"About CT Presenter","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/index.html","titles":[{"text":"Required Permissions","hash":"h2_1251281241","id":1},{"text":"CLM Presentation Creation","hash":"h2_2019207216","id":2},{"text":"Publication of CLM Presentations","hash":"h2_1250107167","id":3},{"text":"Displaying and Management of CLM Presentations","hash":"h2_1781171346","id":4},{"text":"CT Mobile app (offline mode)","hash":"h3_1603252651","id":5},{"text":"The Remote Detailing Functionality (online mode)","hash":"h3_1972006392","id":6}]},"1699":{"id":1699,"text":"Table of Contents Common Recommendations Recommended Media Formats PDF and PowerPoint Requirements Video in CLM presentations Links in CLM presentations Required JS Resources There is a list of requirements and media file formats for CLM presentations: Consider the quantity and image quality of the media assets to ensure the CT Mobile app responds quickly, and the user does not wait long during the synchronization or slide transition in the Remote Detailing meetings. It is important to test the CLM presentations for the Remote Detailing meetings on different mobile devices to ensure compatibility across device versions as well as cross-browser compatibility. For more information, read Remote Detailing F.A.Q. The CLM presentation aspect ratio should depend on the screens of the mobile device to display, mostly it is 16:9 or 4:3. Media is displayed full screen with a resolution 2048x1536 px for iPad Retina (non-PRO version) and 1024×768 px for non-retina iPad. ARKit models are supported. HTML5 can handle large files, but you should make sure that these files do not use all the memory of a mobile device. Otherwise, CT Mobile may crash while displaying the content or soon after returning to the rest of CT Mobile functionality. XML parsing within HTML5, while it may be technically possible, has been known to use up all the memory. We recommend testing the display of HTML5 content and interactions with it repeatedly to ensure memory issues will not occur. However, memory warnings may appear in the device log to identify possible memory issues, although not every time. For long-format, like reports and articles, we recommend using PDF that may be converted into HTML5 code. For short-format media, HTML5 will provide a better navigation experience, more accurate reporting, and interactivity. Also, it is possible to convert .ppt(x) or JPG/JPEG into HTML5 code with slide snapshots (degraded resolution is used to optimize image/file size). We recommend that you consider default gestures when implementing custom actions. For example, do not override the two-finger swipe that is used to switch slides in a scenario. Or do not implement custom action by double-tapping the sides of a screen because this gesture calls out the navigation bar or the standard action menu. Adobe Flash is not supported. Do not name methods as the top-level domains. For example, if the .to method is used in the class on the slide markup, the classname.to will be interpreted as the link. Type Extension Recommended Size Display (on Mobile Device) Additional Guidelines HTML5 .html .htm 13 000 symbols per slide 2 MB Fullscreen in the landscape view Support files such as HTML, CSS, images, video, and PDF are stored in multiple folders. Media included with the HTML should be referenced using relative paths, like /css/styles.css rather than http://server.com/css/styles.css. Default gestures to switch and interact with slides are supported. Overriding the two-finger swipe and double-tap gesture is not supported. Video .mp4 .m4v .mov .avi 10 MB per video 60 seconds long Fullscreen in landscape view Small video can be scaled to the full screen Videos must be playable in the iPad video player or the video player of the target device. H.264 MPEG4 is recommended. Large files increase the battery use of the device during syncing: using the highest level of video compression that creates the desired effect is strongly recommended. Images .jpg .png The minimum resolution is 1024x768 for landscape view PDF .pdf 2.5 MB per 10 pages with images 2.5 MB per 50 pages with text not more than 75 MB Fullscreen in landscape view Small video can be scaled to the full screen Scroll vertically In the current version of CT Presenter, PDFs are displayed only as attachments on mobile devices. Do not insert any fields or forms in PDF files. If a PDF file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation. Do not use the & symbol in the PDF file name, otherwise the presentation will not be loaded. For presentations in Remote Detailing, we recommend using HTML5 or images instead of PDF. PPT .ppt/.ppt(x) not more than 75 MB Embed fonts in a CLM presentation to be sure that the fonts, special characters, layout, and styling of the document won’t change while sharing. If a .ppt(x) file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation. Slides animation from converted .ppt files is not supported. Violation of converted slides' proportion is possible when other than iPad format slides are used in the source document. ZIP .zip not more than 73 MB not more than 200 slides The ZIP file structure must not contain subdirectories. Slides must be located in the root directory. Do not use the & symbol in the ZIP file name, otherwise the presentation will not be loaded. Consider these parameters when converting CLM presentation based on .pdf or .ppt(x). Parameter Image Size, pixels Default Rendering Quality, DPI Physical Size, in Physical Size, cm .pdf Width 4096 300 13.65 34.67 Height 3072 300 10.24 26.00 .ppt(x) Width 4800 300 16 40.64 Height 3600 300 12 30.48 For the .ppt(x) format, these parameters mean the slide size: The slide size for the .ppt(x) format was tested and is recommended as a workable value. Presentations with other sizes of .ppt(x) slides may not work properly. The link should have the following format https://www.youtube.com/embed/GhpE_7cBu44. We suggest you upload videos to YouTube by selecting the Unlisted value in the Visibility option https://support.google.com/youtube/answer/157177[to avoid public dissemination]. During synchronization, the CT Mobile app downloads the video into its local repository for offline access. The code for correct video insertion in slide markup: To open a link in the CLM presentation, the link should be as https://www.google.com/, for example: link The following JS library should be represented in the tag of each slide: The following scripts and styles should also be specified in the tag of a slide for editing via Application Editor: ","title":"Requirements and Media File Formats","component":"ctmobile-ios","version":"3.0","name":"requirements-and-media-file-formats","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/requirements-and-media-file-formats.html","titles":[{"text":"Common Recommendations","hash":"h2_1563031520","id":1},{"text":"Recommended Media Formats","hash":"h3_682202319","id":2},{"text":"PDF and PowerPoint Requirements","hash":"h2_1593603134","id":3},{"text":"Video in CLM presentations","hash":"h2_1549430477","id":4},{"text":"Links in CLM presentations","hash":"h2_2044220847","id":5},{"text":"Required JS Resources","hash":"h2_1169375241","id":6}]},"1700":{"id":1700,"text":"Table of Contents Creating Application Record on Application Editor Tab Creating CLM Presentation from the Application Tab Go to the Application Editor tab and click New. In the New Application window, select the Application record type. Specify fields: Enter the CLM presentation name in the Application field. Select Record Type: Application to create presentation with interactive elements; Plain Application to create presentation without interactive elements. Set Active to make the CLM presentation available for users. To make the CLM Presentation available to download as PDF while using the Self Detailing functionality, select the Available for Download checkbox. If later you want to disable this option, uncheck this checkbox and renew slides. Select the Slide reordering enabled checkbox if you plan to create a custom scenario. Check the required boxes to track actions and collect statistics in the Application Stats record. Read the description of each parameter here. Click OK. The new CLM presentation record is created: Click New. Select the Application record type: Application to create presentation with interactive elements; Plain Application to create presentation without interactive elements. Specify all required fields. To make the CLM Presentation available to download as PDF while using the Self Detailing functionality, select the Available for Download checkbox. Click Save.","title":"Creating Application Record","component":"ctmobile-ios","version":"3.0","name":"creating-application-record","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-application-record.html","titles":[{"text":"Creating Application Record on Application Editor Tab","hash":"h2_1960465655","id":1},{"text":"Creating CLM Presentation from the Application Tab","hash":"h2_838551843","id":2}]},"1701":{"id":1701,"text":"To create a CLM presentation: Create the Application Record. Create the CLM Presentation using: Application Editor (for Record Type = Application). Plain Application Editor (for Record Type = Plain Application).","title":"Creating CLM Presentation","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/index.html","titles":[]},"1702":{"id":1702,"text":"The JS Bridge functionality is intended for managing CRM data on a CLM presentation by generating pre-configured JavaScript methods on a slide. To activate JS Bridge, enable the JS Bridge library in the tag of a slide: The source code of the JS Bridge library can be downloaded from the static resource of Salesforce. The file name is JsLibrary.zip. To check JS Bridge availability for use it is recommended to perform the entire logic of interaction through addEventListener. document.addEventListener('WebViewJavascriptBridgeReady', function(event){ console.log('JS Bridge is ready'); }); Methods for Interaction with CRM data Methods for Accessing External Functionality Methods for CLM Presentation Control Methods for CLM-presentation Navigation Methods for Remote Detailing 2.0 The following methods are outdated: getUSValues playVideo skipTenPercent CTAPPNewRecord.","title":"Activating JS Bridge","component":"ctmobile-ios","version":"3.0","name":"activating-js-bridge","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/activating-js-bridge.html","titles":[{"text":"Event of functional readiness of JS Bridge:","hash":"h2_1614277225","id":1},{"text":"Available JS Bridge Methods","hash":"h2_1136353801","id":2}]},"1703":{"id":1703,"text":"The appropriate format: The CT Mobile app The Remote Detailing functionality The CT Mobile package v. 3.66.6 and above YYYY-MM-DD, string The CT Mobile package below v. 3.66.6 dd-MM-yyyy-HH-mm, string –","title":"Data Format for Filling Fields using JS Bridge","component":"ctmobile-ios","version":"3.0","name":"data-format-for-filling-fields-using-js-bridge","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/data-format-for-filling-fields-using-js-bridge.html","titles":[]},"1704":{"id":1704,"text":"JS Bridge is the interface of the interaction of CLM-presentation with Salesforce data. To start using it, activate the JS Bridge library. It is used for capturing and displaying data from the Salesforce system objects (Accounts,Contacts, Calls, etc.), for launching the CT Mobile features, e.g., the synchronization process, and for slide navigation during the CLM presentation. It can be used for capturing data during the CLM-presentation for further storage in CT Mobile and then synchronize with Salesforce. For example, if a user starts a CLM presentation from the Activity mobile layout and this Activity record is related to an Account and a Contact records, the platform allows displaying data from the following objects: Account (in case if relationship from visit exists) Contact (in case if relationship from visit exists) Reference (in case if relationship from visit exists) Activity Activity Data Data, registered in one slide, can be stored only on a single object without exceeding the field number limitations. Saving field values is performed after changing a slide or closing the slideshow. Example of JS Bridge API that fetches data from the system (Account name, Contact name of this account) and displays in a presentation:","title":"JS Bridge API","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/index.html","titles":[]},"1705":{"id":1705,"text":"Here you can find JS Bridge methods that you can use in CLM presentations. When you launch the Remote Detailing meeting in the CT Mobile app, CRM data captured by JS Bridge will be uploaded to Salesforce and not stored on the mobile device. A user should have permission to edit records of the corresponding object. For example, if you create a new record using ctm.create, it will be uploaded to Salesforce, and you should launch fast synchronization to download it to a mobile device. When you open a CLM presentation in the Application module, from the carousel of CLM presentations on the Home screen or mobile layout in the CT Mobile app, CRM data captured by JS Bridge will be saved to the mobile device. In this case, the corresponding object should be available offline, and a user should have permission to edit its records. To upload data to Salesforce, perform the fast synchronization. Feature Applications (on a tablet) Remote Detailing Comment iOS Android Windows Methods for interaction with CRM data CRM data display Yes Yes Yes Yes Opening attached files Yes Yes Yes No Query records: ctm.query Yes Yes Yes Yes These methods are forbidden during the Self Detailing and Self Detailing 2.0 meetings. Create records: ctm.create Yes Yes Yes Yes Update records: ctm.update Yes Yes Yes Yes Delete records: ctm.delete Yes Yes Yes Yes Start fast sync: ctm.sync Yes Yes No No Obtain the path to the file: ctm.getFile Yes No Yes No Save attachments: ctm.storeFile Yes No Yes No Custom data tables according to related record: ctm.openDataTableByParentRecord Yes No No No Custom data tables according to SOQL query: ctm.openDataTableByQuery Yes No No No Methods for Accessing External Functionality Camera access: ctm.photo Yes Yes No No Open QR Code: ctm.openQRScanner Yes No No No Quiz launch: ctm.openQuiz Yes No No No PDF generation: ctm.generatePDF Yes No No No Sound recording: CTAPPstopRecordingAudio Yes No No No Sound recording: CTAPPstartRecordingAudio Yes No No No The transition from Animation to Sales Order: ctm.createSalesOrderWithAnimations Yes No No No Exit from presentation: ctm.autoExitPresenter Yes No Yes No Methods for CLM presentation control Like: ctm.like Yes Yes Yes No Dislike: ctm.dislike Yes Yes Yes No Disable slide scroll: ctm.disableSlideScroll Yes No No No Enable slide scroll: ctm.enableSlideScroll Yes No No No Activate gathering statistics of presentation: ctm.customStats Yes No No No ctm.setOptions No No Yes No Methods for CLM presentation navigation CTAPPgoToSlide Yes No Yes Yes CTAPPgoToFirst Yes No Yes Yes CTAPPgoToPrevious Yes No Yes Yes CTAPPgoToNext Yes No Yes Yes Switch between slides using the href attribute Yes Yes Yes No Methods for Remote Detailing 2.0 Define the meeting type: ctm.getAppEnv No No No Yes These methods are used during the Remote Detailing 2.0 or Self Detailing 2.0 meeting. Define the Id of the Activity record: ctm.getVisitId No No No Yes Define the user role: ctm.getUserType No No No Yes Secure query records: ctm.secureQuery No No No Yes This method is used during the Self Detailing 2.0 meeting instead of ctm.query. CTAPPturnOnAudio No No No Yes These methods affect only the presenter’s audio and video stream even if called by the participant. CTAPPturnOffAudio No No No Yes CTAPPturnOnVideo No No No Yes CTAPPturnOffVideo No No No Yes Outdated methods skipTenPercent Yes No No No playVideo Yes No No No getJSValues Yes No No No CTAPPNewRecord Yes No No No","title":"JS Bridge Methods Availability","component":"ctmobile-ios","version":"3.0","name":"js-bridge-methods-availability","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/js-bridge-methods-availability.html","titles":[{"text":"Important Notes","hash":"h2_868831931","id":1}]},"1706":{"id":1706,"text":"The Remote Detailing functionality allows the presenter and participants to simultaneously view CLM presentations on their PC, tablet, or mobile phone. To customize the Remote Detailing functionality, please refer to Remote Detailing Setup. To create invitation links, please refer to Remote Detailing Launch. Since CT Mobile package v. 3.63, the new UI for Remote Detailing meetings is available. For more information, please refer to Migration to Remote Detailing 2.0 and Remote Detailing UI Basics. The Remote Detailing functionality allows participants with an invitation link remote access for CLM presentations on PC, tablet, or mobile phone. The tool enables the presenter and participants to interact on slides. The presenter UI is adapted to ensure the visibility of the control desk all along with the session. The presenter can also grant dynamic access for participants to remote control, stream the video, like/dislike slides, answer the questions on a slide, or use other JS Bridge methods implemented in the slide HTML code. This functionality records statistics of a session the same way as for the CLM presentation in the CT Mobile application. When the presenter clicks the End Call button or closes the browser tab, a record of the Application Stats object is created for the presenter and each participant. Statistics can be collected for all participants in one record or for each separately. The Self Detailing functionality provides the remote control of the CLM presentation on a PC, tablet, or mobile phone for a participant without presenter participation. The participant opens the invitation link and browses through the slides. A record of the Application Stats object per slide is created for each participant’s virtual visit. It is also possible to create a Salesforce workflow to send an invitation link to a participant any way you like, for example, by email, SMS, or Viber.","title":"The Remote Detailing Functionality","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/index.html","titles":[{"text":"Remote Detailing","hash":"h2_1279002041","id":1},{"text":"Self Detailing","hash":"h2_1854710639","id":2}]},"1707":{"id":1707,"text":"For users of CT Mobile package v. 3.66 or higher. The new remote detailing UI is available both for the presenter and participants. Consider the following to use the Remote Detailing 2.0. Follow the steps in the Remote Detailing Setup article. If the Remote Detailing functionality is already in use in your sandbox and/or production environment, do the following: The CT Mobile package v. 3.63 or higher is installed in your Salesforce org. Go to Setup → Platform Tools → Apps → Connected Apps → Manage Connected Apps → click Edit next to CT Presenter → for Refresh Token Policy select Refresh token is valid until revoked. Go to Setup → Custom Code → Apex Triggers → make sure that the >ActivitySetLinkProcess trigger is obtained from this source and added to your Salesforce org. The API names of the desired Activity record types should be specified within the trigger code. Go to the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing tab and check that the Applications List Field and Link Field are filled out with the API names of the corresponding fields of the Activity object. Check that the Active and Available for Remote Detailing checkboxes are selected for desired CLM presentations. For Self Detailing functionality, update the list of CLM presentations using the Refresh CLM presentations button. Update one of the existing Activity records or create a new one. When you create a new sandbox based on the production environment with the configured Remote Detailing functionality: Refresh the cloud token (refer to CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools). Check that the records per each trigger are active in Trigger Settings. Renew slides for each desired CLM presentation or specify the Organization ID of the production environment on the CT Mobile Control Panel: Tools. To obtain an Organization ID, see the Salesforce Help.","title":"Migration to Remote Detailing 2.0","component":"ctmobile-ios","version":"3.0","name":"migration-to-remote-detailing-2-0","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/migration-to-remote-detailing-2-0.html","titles":[{"text":"If the Remote Detailing has not been yet configured in your Salesforce org","hash":"h2_2023541197","id":1},{"text":"If the Remote Detailing has been configured and updated to 2.0","hash":"h2_1683593068","id":2},{"text":"If the sandbox has been created based on the production environment with the configured Remote Detailing functionality","hash":"h2_589224069","id":3}]},"1708":{"id":1708,"text":"Table of Contents For which devices and browsers the Remote Detailing functionality is available? How to start the Remote Detailing meeting as the presenter? What types of invitation links are available? What to do if the invitation link does not appear on the activity record? What to do in case of connection errors? What to do if «TypeError: Cannot read properties of undefined (reading “init”)» is displayed on the Welcome screen? How to join the Remote Detailing meeting as a participant? How many participants can join the meeting? What to do in case of sound and video issues during the Remote Detailing meeting? What is the recommended bandwidth for the Remote Detailing meeting? What are the requirements for the CLM presentations? What features are available? How can I manage a CLM presentation during the Remote Detailing meeting? The F.A.Q. list: The remote CLM presentation is available on the following browsers depending on the device. We recommend using browsers based on Chromium and launching the Remote Detailing meetings on PC. The Remote Detailing functionality Request access to camera/microphone Video call Call Chatting Google Chrome Yes Yes Yes Yes Yes Edge Chromium (v. 81) Yes Yes Yes Yes Yes Opera Yes Yes Yes Yes Yes Firefox Yes Yes Yes Yes Yes Edge (v. 44) No No No No No Internet Explorer 11 No No No No No Available for devices running iOS 12 or higher. The Remote Detailing functionality Request access to camera/microphone Video call Call Chatting Safari Yes Yes Yes* Yes* Yes Google Chrome Yes No No No Yes *Video calls and calls may not work correctly. The Remote Detailing functionality Request access to camera/microphone Video call Call Chatting Safari Yes Yes Yes* Yes* Yes Google Chrome Yes Yes No No Yes *Video calls and calls may not work correctly. The Remote Detailing functionality Request access to camera/microphone Video call Call Chatting Web View Yes Yes No No Yes The Remote Detailing functionality Request access to camera/microphone Videocall Call Chatting Google Chrome Yes Yes Yes Yes Yes The Remote Detailing UI and path for the presenter are available here. In Salesforce, click the invitation link or the Remote Detailing button. In the open CLM presentation window, click the Presenter Login button. you will automatically be logged in if the active Salesforce user’s session is saved in the browser; you should enter your credentials if there is no active Salesforce user session in the browser. If you click the Join button for login, click the Log out button and re-enter as the presenter on the next screen. As the presenter, you do not need to enter your credentials or tap any buttons to open the CLM presentation. Tap the invitation link and the remote CLM presentation starts. The number of invitation links is unlimited. Links are not expired until the presenter clicks End Call during the Remote Detailing meeting. If you try to open this link, you will see the Meeting is over screen. Functionality CT Mobile Package below v. 3.63 v. 3.63 and higher Remote Detailing Use this link to join the meeting: https://www.ctclm.com/present/123-4567-890 If the Call Repeat Allowed option is enabled, this type of link should be used to resume the meeting. If you were redirected to the https://www.ctclm.com/present/end/003-4788-264 link, it means that the presenter ended the meeting. Use this link to join the meeting: https://rd.ctclm.com/p/137-9788-974 If you were redirected to the https://www.ctclm.com/present/end/003-4788-264 link, it means that the presenter ended the meeting. Self Detailing You can start the Self Detailing meeting any time you like. The invitation link: https://www.ctclm.com/mobile/456-7890-123 The invitation link: https://rd.ctclm.com/s/137-9788-974 In Salesforce, the invitation link is generated when you create a new Activity record or update the existing one. If the invitation link did not appear on the Activity record page, refresh the page. In the CT Mobile app, pull the record’s screen to download the invitation link to the Activity record created in the app. If the invitation link appeared neither in Salesforce nor in the CT Mobile app: Check Apex Classes and Trigger are created. It is necessary to specify the correct API name of the Activity object. On the Mobile Application Setup record assigned for the current user’s profile, the Activity object or the Start Date field is not specified. Go to the CT Mobile Control Panel: Calendar / CT Mobile Control Panel 2.0: Activities tab and set up Activity settings for the current user’s profile. The current Activity record has no assigned CLM presentations and custom scenarios. Click the Applications button to specify the CLM presentations set. The incorrect record of CLM Settings for the current user’s profile. The Remote Detailing should be enabled in CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing. Please contact your administrator to check the UDP/10000 port availability. The port connection can be blocked by Windows Firewall, antivirus solution, or corporate firewall. Administrators must configure the firewall to allow access to Remote Detailing domains. In the firewall settings: add exceptions for HTTP and WebSocket for the api.rd.ctclm.com domain add an exception for HTTP for the meet.jit.si domain add UDP input and UDP output exceptions (for WebRTC) for the meet.rd.ctclm.com domain The Remote Detailing UI and path for a participant are available here. All invitation links have the unique digital Meeting ID, for example, 273-4657-890, which can be easily dictated by phone. Enter Meeting ID in the special field on the CT Presenter site to join the remote CLM presentation. On the Welcome screen, enter a username, and e-mail (optionally), and click Join to enter as a participant. If the presenter closed the meeting tab and will be absent for more than 2 minutes, all participants will be pushed out of the meeting. To log in as a participant in the same meeting you previously logged in as the presenter, clear cookies, refresh the page, and log in as a participant. The remote CLM presentation can be streamed simultaneously to up to 35 participants. The number of participants depends on the bandwidth and connection of each participant’s device. The optimal number of participants for the medium bandwidth and connection is 10. Due to Apple’s limitations, the device’s microphone and camera do not work in web view and may also not work correctly in mobile browsers due to their limitations. The sound and video issues can be related to the device’s camera and microphone settings: Previously, check the supported browsers on devices. Check camera and microphone permissions on your device: Windows 10 Firstly, check the privacy settings for the camera and microphone. In case of sound issues, read this article and check sound settings as described in answer to question 5. You can also adjust the volume by tapping the volume control icon in the taskbar or setting up the volume in the App volume and device preferences section on the Sound tab in Settings. macOS Android Go to Settings → Apps → click a browser you use and check permissions. iPad & iPhone Go to Settings → Privacy → Camera/Microphone → check if there are any permissions for the browser you use. Check camera and microphone permissions for the browser: In Chrome, Edge Chromium, Opera, and Firefox click on the icon in the address bar to view site settings: If you use a cellphone, click the address bar and customize the site settings. Safari on Mac Safari on iOS Go to Settings → Safari → enable Camera & Microphone Access. To avoid issues with the quality of video and audio calls during the session, we recommend not transferring any files and closing apps that use the internet, e.g., media players. If issues appear, check your bandwidth. Option during Remote Detailing session Minimum download / Upload speed Recommended Download / Upload Speed Calling (presenter and participants if enabled) 128 kbps / 128 kbps 300 kbps / 300 kbps Video calling (presenter) 400 kbps / 400 kbps 500 kbps / 500 kbps Group video calling (presenter and 2 participants) 512 kbps / 128 kbps 2 Mbps / 512 kbps Group video calling (presenter and 4 participants) 2 Mbps / 128 kbps 4 Mbps / 512 kbps The same CLM presentations and custom scenarios as for the Application module in the CT Mobile app can be used for Remote Detailing. CLM presentation should be active and available for Remote Detailing. For Remote Detailing 2.0, If CLM presentations are not set for the Activity record, all active and available for Remote Detailing meetings CLM presentations will be available during the Remote Detailing meeting. Check requirements and media file formats for CLM presentations. Use simple clicks in CLM presentations, which will be shared during the Remote Detailing meeting in a browser. Double clicks and long clicks cannot be tracked for the statistics. Add processing the tap event along with the click event into the slide markup to display the presenter tap or click movement for participants. Specify the CRM Data Streaming Enabled / CRM Data Sharing attribute to use the available JS Bridge methods implemented on the slide markup. Several CLM presentations and custom scenarios can be presented in one session. Specify CLM presentations manually in Salesforce Classic or add and use the Applications button on the Activity record in Lightning Experience. For Remote Detailing 2.0, you can switch the scenario in the open CLM presentation. During the Self Detailing session, only one remote CLM presentation can be displayed. In the CT Mobile app, switch between the meeting window and record details with one tap, for example, creating an order during the remote CLM presentation. Resume the CLM presentation from the last checkpoint. Click the Web Share button on the Application record to copy and insert the code of the CLM presentation for displaying on your website. The independent zoom for the presenter and each participant helps to display CLM presentations with good quality. Pinch with two fingers to zoom in or out up to x300 on the mobile device or use the zoom slider on the PC. For the Self Detailing meeting, it is necessary to previously renew slides for CLM presentations to make screenshots for the slide navigation bar and store the slide order. JS Bridge methods used in CLM presentations launched from the Application module, the record mobile layout, or from the Carousel of CLM presentations from the CT Mobile app may not be available for CLM presentations launched during the Remote Detailing meeting. Get familiar with the list of the available JS Bridge methods during the Remote Detailing functionality.","title":"Remote Detailing: F.A.Q.","component":"ctmobile-ios","version":"3.0","name":"remote-detailing-f-a-q","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-f-a-q.html","titles":[{"text":"For which devices and browsers the Remote Detailing functionality is available?","hash":"h2_1998516434","id":1},{"text":"Windows","hash":"h3_123983067","id":2},{"text":"iOS","hash":"h3_1979411778","id":3},{"text":"iPad","hash":"h4_1979411778","id":4},{"text":"iPhone","hash":"h4_17894843","id":5},{"text":"CT Mobile iOS In-App Browser","hash":"h4_642431983","id":6},{"text":"Android","hash":"h3_1279998075","id":7},{"text":"How to start the Remote Detailing meeting as the presenter?","hash":"h2_334077530","id":8},{"text":"Salesforce Side","hash":"h3_778333580","id":9},{"text":"The CT Mobile App","hash":"h3_746921417","id":10},{"text":"What types of invitation links are available?","hash":"h2_106650128","id":11},{"text":"What to do if the invitation link does not appear on the activity record?","hash":"h2_1306483813","id":12},{"text":"What to do in case of connection errors?","hash":"h2_1265822888","id":13},{"text":"What to do if «TypeError: Cannot read properties of undefined (reading “init”)» is displayed on the Welcome screen?","hash":"h2_2127819924","id":14},{"text":"How to join the Remote Detailing meeting as a participant?","hash":"h2_879338084","id":15},{"text":"How many participants can join the meeting?","hash":"h2_1340692219","id":16},{"text":"What to do in case of sound and video issues during the Remote Detailing meeting?","hash":"h2_230890246","id":17},{"text":"What is the recommended bandwidth for the Remote Detailing meeting?","hash":"h2_250361472","id":18},{"text":"What are the requirements for the CLM presentations? What features are available?","hash":"h2_1873295839","id":19},{"text":"How can I manage a CLM presentation during the Remote Detailing meeting?","hash":"h2_1142420759","id":20}]},"1709":{"id":1709,"text":"For users of the CT Mobile package version below 3.46, the statistics for each participant are collected in the Application Stats record of the Web Detailing record type, where the Parent Id field stores the parent presenter’s Application Stats record with the Global Stats record type. The Application Stats record stores statistics with the participant’s username, e-mail, the total number of clicks/taps, likes, dislikes, the start date and time when a participant joined the remote CLM presentation, and the navigation path. Collect separately the presenter and participants' statistics during the Remote Detailing or Self Detailing meeting. To track certain parameters, they should be enabled on the appropriate CLM presentation record. Also, the presenter should define allow participants or not to like and dislike slides. The Application Stats object should have the field with the Lookup type on the Activity object, e.g., the VisitId__c, and this field should be specified in the Activity Field API field of the Mobile Application Setup record. If needed, specify the Detailed Statistics Enabled / Detailed Statistics option. Apply and process only single clicks and taps to launch interactive elements on the slides of CLM presentations for their correct display on participants' devices during a Remote Detailing meeting. Double and long clicks and taps may be incorrectly transmitted to participants. The remote CLM presentation can be streamed simultaneously to up to 35 participants. Since CT Mobile package 3.66, the browser name and IP address will be gathered for the presenter and participants. On all Application Stats records, the Guest Stats field is populated with the false value. The Global Stats record type Statistics summary for the presenter, calculated based on all sessions performed, the navigation path, and the overall viewing time. The Slide Stats record type For each slide, the record stores the number of clicks/taps, likes, dislikes, the start date and time, and viewing time. On all Application Stats records, the Guest Stats field is populated with the true value. If gathering the detailed stats is enabled: The Global Stats record type Statistics summary, calculated based on all sessions performed, the navigation path, and the overall viewing time. The Slide Stats record type For each slide, the record stores the number of clicks/taps, likes, dislikes, the start date and time, and viewing time. If gathering the detailed stats is disabled: The Global Stats record type For each participant, collects statistics with the participant’s username and e-mail, which were populated on the Hello page, a total number of clicks/taps, likes, dislikes, the start date and time when a participant joined the remote CLM presentation, and the navigation path. On all Application Stats records, the Guest Stats field is populated with the true value. If gathering the detailed stats is enabled: The Global Stats record type Statistics summary, calculated based on all sessions performed, the navigation path, and the overall viewing time. The Slide Stats record type For each slide, the record stores the number of clicks/taps, likes, dislikes, the start date and time, and viewing time. If gathering the detailed stats is disabled: The Global Stats record type For each participant, collects statistics with the participant’s username and e-mail, which were populated on the Hello page, a total number of clicks/taps, likes, dislikes, the start date and time when a participant joined the remote CLM presentation, and the navigation path.","title":"Remote Detailing Statistics","component":"ctmobile-ios","version":"3.0","name":"remote-detailing-statistics","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-statistics.html","titles":[{"text":"Remote Detailing","hash":"h2_1279002041","id":1},{"text":"For Presenter","hash":"h3_1586033863","id":2},{"text":"For Participant","hash":"h3_1636611486","id":3},{"text":"Self Detailing","hash":"h2_1854710639","id":4}]},"1710":{"id":1710,"text":"Since the CT Mobile managed package v. 3.34.7, the CTM Settings object is used to store several settings defined in the CT Mobile Control Panel. The settings of the menu, offline objects, and standard related lists will be automatically created as CTM Settings records during the CT Mobile managed package update. When the CT Mobile managed package v. 3.34.7 is ready in your sandboxes and/or production environment, assign the preconfigured permission sets to users according to their role: Administrator Select the CT Mobile Administrator permission set to give administrators permission to read and edit records and their fields of CTM Settings and other custom objects, as well as access to read and edit all custom settings, and custom metadata types. Mobile Users Select the CT Mobile User permission set to permit mobile users to read records and their fields of CTM Settings and other custom objects, as well as to read custom settings, and custom metadata types. Follow the steps to manually update the CT Mobile managed package to v. 3.34.7: Use the direct link to update the CT Mobile managed package: in your sandboxes: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t0H000001E0tu in your production environment: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0H000001E0tu Log in to Salesforce. Select the security level of installation and click Install. It will take some time for the CT Mobile package to install. You will receive the email at the specified email address when the process is finished. It is recommended to select Install for Admins Only security level. An org can contain numerous profiles. It may be unwise to give admin permissions to all the users. Admin can set the permissions for specific users after the package installation. When the CT Mobile managed package v. 3.34.7 is ready, assign the preconfigured permission sets to users according to their role: Administrator Select the CT Mobile Administrator permission set to give administrators permission to read and edit records and their fields of CTM Settings and other custom objects, as well as access to read and edit all custom settings, and custom metadata types. Mobile Users Select the CT Mobile User permission set to permit mobile users to read records and their fields of CTM Settings and other custom objects, as well as to read custom settings, and custom metadata types. The CT Mobile is ready to use.","title":"CT Mobile Managed Package Update to v. 3.34.7","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-managed-package-update-to-v-3-34-7","url":"/ctmobile-ios/3.0/getting-started/installing-ct-mobile-package/ct-mobile-managed-package-update-to-v-3-34-7.html","titles":[{"text":"Automatic Update","hash":"h2_701322174","id":1},{"text":"Manually Update","hash":"h2_934391588","id":2}]},"1711":{"id":1711,"text":"In compliance with Salesforce security policy and since the CT Mobile package v. 3.54: The administrator credentials are no more in use to retrieve metadata during the synchronization. User access to the cloud token is restricted. Now, the cloud token is written to the protected API Key custom setting and retrieved by the web service. As before, administrators could view and refresh the cloud token value on the CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools. Consider the following while working with the CT Mobile package v. 3.54 and higher: The administrator credentials are no more available on the CT Mobile Control Panel: Tools tab and are no more in use to download metadata on the user’s device. The metadata archive should be built. This allows all the necessary metadata to be downloaded to the user’s device for the CT Mobile app to work properly offline. Enable Metadata Checker or click the Refresh metadata archive button to build the metadata archive. Please note that the process will take some time. The cloud token is required to download the metadata archive during the synchronization on the user’s device. If the cloud token is invalid or there is no metadata archive, the CT Mobile app downloads metadata using the user’s credentials. Validation rules, dashboards, and some operations in formulas will not be available offline. Please get familiar with the comparison table of functionalities available for users according to their devices platforms and versions of the CT Mobile package and app. If you changed the cloud token value, please note to manually add the new value to the corresponding Mobile Application Setup record if you are using the CT Mobile iOS app below v. 2.4 with the CT Mobile package v. 3.54 and higher. Device Platform iOS Windows Android Android 2.0 CT Mobile Package v. 3.54 and higher below v. 3.54 v. 3.54 or higher below v. 3.54 below v. 3.54 any version CT Mobile App v. 2.4 below v. 2.4 any version v. 1.3 below v. 1.3 any version any version any version Administrator Credentials No No Yes No No Yes Yes No Metadata Archive Yes Yes Yes Yes Yes Yes No Yes Cloud Token from API Key Yes No No Yes No No No No Cloud Token from Mobile Application Setup No Yes Yes No Yes Yes Yes Yes","title":"CT Mobile Managed Package Update to v. 3.54","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-managed-package-update-to-v-3-54","url":"/ctmobile-ios/3.0/getting-started/installing-ct-mobile-package/ct-mobile-managed-package-update-to-v-3-54.html","titles":[]},"1712":{"id":1712,"text":"Salesforce Edition Enterprise, Unlimited, Force.com, Developer, Performance Here you can find how to install the CT Mobile package and further actions to take. If you want to install a version of the CT Mobile package below the available one on the AppExchange, please contact the Customertimes team. If you install one of the versions below, please click the link to learn more: CT Mobile Managed Package Update to v. 3.34.7 CT Mobile Managed Package Update to v. 3.54 Transferring Settings from the Production Environment to Sandboxes To install the CT Mobile package: Follow the direct link to the managed CT Mobile package on the AppExchange site. Click Get It Now. Select the Installation type. Install in Sandbox installation type requires production org credentials. Regardless of installation type, you can use the CT Mobile package for 30 days in trial mode. Read the installation details, agree with the terms and conditions, and click Confirm and Install. Select the security level of installation and click Install. It is recommended to select Install for Admins Only security level. An org can contain numerous profiles. It may be unwise to give admin permissions to all the users. Admin can set the permissions for specific users after the package installation. Grant access to the third-party websites and click Continue. These third-party websites are the servers used to store and edit presentation components. It will take some time for the CT Mobile package to install. You will receive the email at the specified email address when the process is finished. To view and manage the installed package: From the gear icon, click Setup. Type Installed Packages in the Quick Find search box and select Installed Packages. After the CT Mobile package installation: Please set up the required remote sites. Assign CT Mobile license to users. Specify permissions to users: Check that the user’s profile has permission to read or edit necessary objects and fields. Assign required permission sets to users according to their roles. Ensure that all required objects are available offline and use SOQL filters to reduce the synchronization time and the amount of data to download. Download the CT Mobile app. Log in to the CT Mobile app using your Salesforce credentials. Perform the first full synchronization. In case of using clickjack protection, follow the instructions here.","title":"Installing CT Mobile Package","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/getting-started/installing-ct-mobile-package/index.html","titles":[{"text":"Install the CT Mobile Package","hash":"h2_937630457","id":1},{"text":"Further Steps","hash":"h2_1608664667","id":2}]},"1713":{"id":1713,"text":"During the sandbox upgrade, all data is copied from the production environment, including critical data for CT Mobile functionalities, such as a cloud token and user profile IDs. If the profile IDs used do not match the sandbox profile IDs, the sandbox does not have the necessary settings, and there are no objects in the Selected column on the CT Mobile Control Panel: Offline Objects / CT Mobile Control Panel 2.0: Offline Objects tab. This article helps you to make it easier to migrate settings from the production environment to sandboxes. Important notes: CTM Settings records with the Menu, Offline Objects, and Standard Related List record types store settings for the menu, offline objects, and standard related lists. CT Mobile Control Panel / CT Mobile Control Panel 2.0 displays settings for the menu, offline objects, and standard related lists given the CTM Settings records and others given custom settings. CT Mobile app downloads settings from CTM Settings records and custom settings records. Go to Setup → Security → Remote Site Settings and verify that the specified URL contains the instance name of the sandbox, not the production environment. For more information, refer to Remote Site Settings. Go to CT Mobile Control Panel: Tools and click Refresh next to Cloud Token. For more information, refer to CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools and CT Mobile Managed Package Update to v. 3.54. If you use CT Mobile package v. 3.54 and higher with the CT Mobile app below v. 2.4, contact the Customertimes team to perform the required actions. First, define the profiles used and convert the profile IDs to an 18-digit format. Go to Setup → Custom Settings. Click Manage next to Mobile Application Setup. Click the profile and copy the 15-digit profile ID. Follow the link and convert the profile ID to an 18-digit format. Perform steps 1-2 for all specified profiles. Next, using Workbench or Data Loader: From the production environment, download the .csv file with the CTM Settings records and records of the following custom settings: Related List Filters Mobile Custom Details Settings Mobile Mini Layout Settings Replace the value in the Org ID/Profile ID field in the records from step 1 with the converted profile IDs in an 18-digit format. If the Org ID/Profile ID field is empty on the Mobile Custom Details Settings and Mobile Mini Layout Settings records, do not enter any value—the settings are the same for all profiles. Upload the updated .csv file to the sandbox. The setup is complete. For the correct display of CLM presentations: Go to Applications → select the required CLM presentation → click Renew slides and select the delay → click OK. Repeat step 1 for all active CLM presentations. For more information, refer to Publishing CLM presentations. The setup is complete. After completing all the steps, perform a full synchronization in the CT Mobile app.","title":"Transferring Settings from the Production Environment to Sandboxes","component":"ctmobile-ios","version":"3.0","name":"transferring-settings-from-the-production-environment-to-sandboxes","url":"/ctmobile-ios/3.0/getting-started/installing-ct-mobile-package/transferring-settings-from-the-production-environment-to-sandboxes.html","titles":[{"text":"1. Verify Remote Site Settings","hash":"h2_1090338631","id":1},{"text":"2. Update Cloud Token","hash":"h2_204191995","id":2},{"text":"3. Update Profile IDs and Load Settings","hash":"h2_1934422811","id":3},{"text":"4. Check CLM Presentations","hash":"h2_76823137","id":4},{"text":"5. Perform a Full Synchronization","hash":"h2_822727760","id":5}]},"1714":{"id":1714,"text":"Table of Contents Standard CT Mobile Apps Custom CT Mobile Apps Apple Membership App Store: Public and Private Distribution Ad Hoc Distribution Using MDM Solution Check this article to know the methods of CT Mobile distribution. We first walk you through how to distribute standard CT Mobile apps. Next, we’ll give you tips on which Apple membership to choose to distribute custom CT Mobile apps based on the preferred method. The latest core version of CT Mobile is available on the App Store. The standard CT Mobile app is signed with the Customertimes certificate. Before publishing, Apple reviews CT Mobile, and when the new CT Mobile is in the store, users will be automatically notified about it. To distribute custom CT Mobile on its own, a customer should be a member of one of the Apple Programs and have an Apple Developer account to sign the custom CT Mobile app. The custom CT Mobile app must be signed by the customer certificate, and a customer should obtain the appropriate provisioning profile. Custom CT Mobile builds must be distributed within the customer organization, excluding App Store distribution. For more details, please refer to Signing and Publishing Custom CT Mobile apps. CT Mobile Distribution Method Apple Membership Apple Developer Program (99 USD per year) Apple Developer Enterprise Program (299 USD per year) App Store: Public and Private Distribution + + Ad Hoc Distribution – + MDM Solution – + For more information, refer to Apple Developer Support: Choosing a Membership. Use any name different from CT Mobile and then publish your custom app via App Store Connect. Custom CT Mobile app must be signed with the customer certificate and re-signed once a year. Before publishing, Apple reviews your app. Available methods: The Public option in App Store Connect: your custom CT Mobile app will be available publicly on the App Store in the territories you selected and anyone for volume purchase through Apple Business Manager or Apple School Manager. The Private option in App Store Connect: your custom CT Mobile app will be available only to specific businesses and organizations you specify in App Store Connect through Apple Business Manager or Apple School Manager. Once your app is approved, the distribution method cannot be changed. For more information, refer to App Store Connect Help: Set your app’s distribution methods. Custom CT Mobile is available for download via a link from the Customertimes Corp. server. It must be signed with the customer certificate. Use any MDM solution you like, for example, Workspace One or Apple Server. In this case, Customertimes builds the custom CT Mobile app as the .ipa file that must be signed with the customer certificate. For more information, refer to the official Mobile Device Management Settings: MDM overview for Apple devices.","title":"Distributing Standard and Custom CT Mobile apps","component":"ctmobile-ios","version":"3.0","name":"distributing-standard-and-custom-ct-mobile-apps","url":"/ctmobile-ios/3.0/getting-started/installing-the-ct-mobile-app/distributing-standard-and-custom-ct-mobile-apps.html","titles":[{"text":"Standard CT Mobile Apps","hash":"h2_1830377932","id":1},{"text":"Custom CT Mobile Apps","hash":"h2_1003374438","id":2},{"text":"Apple Membership","hash":"h3_1209912114","id":3},{"text":"App Store: Public and Private Distribution","hash":"h3_1747173445","id":4},{"text":"Ad Hoc Distribution","hash":"h3_560867421","id":5},{"text":"Using MDM Solution","hash":"h3_628264449","id":6}]},"1715":{"id":1715,"text":"The CT Mobile app is available only for iPad. Before the CT Mobile app installation, read the requirements. To install the CT Mobile app, follow the direct link on the App Store. After the installation: Establish trust for the CT Mobile app: Go to General → Profiles & Device Management. Under Enterprise App tap Customertimes, Corp. Tap Trust \"Customertimes, Corp.\". Launch CT Mobile and log in with your Salesforce credentials to your Org. Allow access to requested data. Click Next in the additional pop-up with the permission and the usage description. Allow or restrict sending anonymous diagnostic data and logs to developers. Perform a full synchronization. CT Mobile is ready to use. If you have installation issues on a device under iOS 12, check the parameters below. If the installation is failed, continue to the next step. Go to Settings → General → Date & Time → Set Automatically → turn ON. Go to Settings → General → Reset → Reset Network Settings. Re-enter the App Store. Go to Settings → iTunes & App Store → Apple ID → Sign Out. Try to reset all settings or update the iOS to a higher version.","title":"Installing the CT Mobile app","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/getting-started/installing-the-ct-mobile-app/index.html","titles":[{"text":"Install CT Mobile","hash":"h2_716912205","id":1},{"text":"Installation Issues","hash":"h2_419782894","id":2}]},"1716":{"id":1716,"text":"To distribute custom CT Mobile apps for research and public use, review the process of signing and publishing a custom CT Mobile app. Get a Certificate Specify Bundle ID Add Devices Obtain a Provisioning Profile Add Required Values to XCode App Store Connect To perform these steps, you must be a member of one of the Apple programs. Skip some steps depending on the purpose. These steps must be done on a Mac computer that you will use to submit and publish your custom CT Mobile apps to the App Store. While you can transfer access to another Mac computer, we recommend following these steps on the actual machine you will use to submit apps. To get the .cer file: On your Mac, go to Applications → Utilities → Keychain Access. In Keychain Access, go to Certificate Assistant → Request a Certificate from a Certificate Authority and fill out the following: In the User Email Address field, enter the email address to identify with this certificate. In the Common Name field, enter your name. In the Request is field, select Save to disk. Click Continue and save the certificate locally. Certificate Assistant creates a Certificate Signing Request (CSR) file, which contains a public/private key pair. Sign in to Apple Developer and click Certificates, Identifiers & Profiles. In the left menu, click Certificates and then click the Plus button to add a new certificate. Select the type of certificate and click Continue. iOS Distribution (App Store and Ad Hoc) to generate an organization-wide certificate to sign all custom CT Mobile builds, regardless of distribution method. iOS App Development to generate a developer certificate for debugging. Distribution: In House to distribute CT mobile using MDM. To view this option, you must be a member of the Apple Developer Enterprise Program. In the Create a New Certificate, click Choose File, add the CSR from step 3, and click Continue. Click Download to load the .cer file. The certificate has the iPhone Distribution name and will expire one year from today’s date. Click the file from step 8 and click Add to add it to Keychain Access. The certificate in the .cer format is created. In case of need to share the certificate with other developers, convert it into the .p12 file. Go to Keychain Access → My certificates → right-click on the desired certificate and click Export. Save the certificate in the .p12 format. When asked for a password, leave it blank and click OK. When asked for the Mac password, enter it and click OK. The certificate in the .p12 format is saved. Each CT Mobile app has a unique bundle identifier. To specify it: On your Apple Developer page, click Certificates, Identifiers & Profiles. In the left menu, click Identifiers and click the Plus button to add a new bundle ID. Select the App IDs option and click Continue. Fill out the following and click Continue: add Description. add bundle ID for the Explicit option. The Wildcard option is used for one and more applications. select required Capabilities (not available for the Wildcard option). Click Register. The bundle ID is specified. When you have the iOS App Development certificate to create a custom CT Mobile app for research and test purposes, provide a list of devices that can install the application. Otherwise, skip this step. To add devices: On your Apple Developer page, click Certificates, Identifiers & Profiles. In the left menu, click Devices and then click the Plus button to add devices. Perform one of the following and click Continue: add Platform, Device Name, and Device ID (UDID). choose a file to upload a list of devices. Click Continue. Devices are added. To find Device ID (UDID), use one of the following: Connect your device to Mac and next go to About this Mac → System Report → USB → click on your device label and look at the value next to Serial Number—the UDID of your connected device. Open UDID.io on your device, then Tap to find UDID and install the OAT certificate. Then it will show the UDID, IMEI, and Serial Number of your device. Connect your device to Mac and open any of your XCode projects → Window → Devices and Simulators → look at the value next to the Identifier label—this is the UDID of your connected device. Use the appropriate provisioning profile with the generated certificate: Create a provisioning profile for research and test purposes and use it with the limited park of devices. Create a provisioning profile to distribute your custom CT Mobile app for users. To create a provisioning profile: On your Apple Developer page, click Certificates, Identifiers & Profiles. In the left menu, click Profiles and then click the Plus button to create a new profile. Select the profile type and click Continue. Type Description Limitations Expiration iOS App Development This type uniquely ties developers and devices to an authorized Development Team and enables a device to be used for testing. The device must be physically connected to your machine with a cable or over the network. – Ad Hoc This type lets you test your built apps on devices you have configured in App Store Connect. For example, to distribute your app by a link to a small group of testers that are not included in the Development Team of your organization. maximum 1000 devices the UDID of devices should be specified Certificate: 3 years Apps: 1 year App Store Use this type to post your apps in the Apple App Store. The distribution certificate is tied to a specific Mac. no limitations Expires after a year In-house In-house lets you build the .ipa file and host it on the Customertimes server for distribution by a link or using an MDM solution. must be a member of the Apple Developer Enterprise Program Unlimited devices, if distributed within the organization. Certificate: 3 years Apps: 1 year Select the appropriate App ID from the list and click Continue. Select the appropriate certificate and click Continue. Enter Provisioning Profile Name and click Generate. Click Download. The provisioning profile is created. First, check that the generated certificate is added to your Keychain Access. Next, specify the bundle ID into your XCode project as described in XCode Help: Set the bundle ID. Finally, make sure that the corresponding provisioning profile is loaded into your XCode project: Open your XCode project → Signing & Capabilities. Click the Provisioning Profile field → Import a Profile. Select your generated provisioning profile. The setup is complete. Use this step to upload your custom CT Mobile app to the App Store. For more information, refer to XCode Help: Distribute an app through the App Store.","title":"Signing and Publishing Custom CT Mobile apps","component":"ctmobile-ios","version":"3.0","name":"signing-and-publishing-custom-ct-mobile-apps","url":"/ctmobile-ios/3.0/getting-started/installing-the-ct-mobile-app/signing-and-publishing-custom-ct-mobile-apps.html","titles":[{"text":"1. Get a Certificate","hash":"h2_1970986157","id":1},{"text":"2. Specify Bundle ID","hash":"h2_55755830","id":2},{"text":"3. Add Devices","hash":"h2_46765145","id":3},{"text":"4. Obtain a Provisioning Profile","hash":"h2_1014938618","id":4},{"text":"5. Add Required Values to XCode","hash":"h2_74447911","id":5},{"text":"6. App Store Connect","hash":"h2_1130304060","id":6}]},"1717":{"id":1717,"text":"The first step of using the CT Mobile app, logging in with your Salesforce credentials to your Org. To log in to the CT Mobile application: Run the CT Mobile app. Enter your Salesforce username and password. Click and select the Production environment or the Sandbox instance. Click and then if you wish to connect to a custom domain. When the current user’s database is deleted from the mobile device, such as during logout, the custom domain data will also be deleted. Select the Remember me checkbox to save the entered credentials for further use. Click Log In. You are logged in to CT Mobile. The Home Screen displays. Perform the first full synchronization of the application in order to begin your work.","title":"Logging In","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/getting-started/logging-in/index.html","titles":[]},"1718":{"id":1718,"text":"Single sign-on (SSO) lets users access authorized network resources with one login. Salesforce uses the SAML protocol for single sign-on into Salesforce from a corporate portal or identity provider. Your identity provider sends SAML assertions to Salesforce using the SAML web Single Sign-on Browser POST profile. Salesforce sends SAML responses to the identity provider login URL specified under Setup by entering Single Sign-On in the Quick Find box, then selecting Single Sign-On Settings. Salesforce receives the assertion, verifies it against your Salesforce configuration, and, if the assertion is true, allows SSO. For more information, go to Configure SAML Settings for Single Sign-On. As an identity provider, you can use OneLogin, LastPass, Okta, etc. To log in with a single sign-on: Open the CT Mobile app and tap Use Custom Domain. Enter the custom domain and tap Continue. Tap OneLogin. The button label depends on the connected identity provider. Enter credentials and tap Continue. You logged in. Perform the full synchronization. To log in with a single sign-on: Open the CT Mobile app and tap Setup → the Plus button. Enter the host URL and label (optionally) and click Done. Tap OneLogin. The button label depends on the connected identity provider. Enter credentials and tap Continue. You logged in. Perform the full synchronization.","title":"Logging In with Single Sign-On","component":"ctmobile-ios","version":"3.0","name":"logging-in-with-single-sign-on","url":"/ctmobile-ios/3.0/getting-started/logging-in/logging-in-with-single-sign-on.html","titles":[{"text":"Logging In with Single Sign-On","hash":"h2_1260975701","id":1},{"text":"First way","hash":"h3_952972991","id":2},{"text":"Second way","hash":"h3_164457107","id":3}]},"1719":{"id":1719,"text":"The Login screen is implemented with the OAuth 2.0 protocol and standard Salesforce UI. Using the valid access token, users authorize the mobile application to access data. To learn more about OAuth 2.0 user-agent flow, please click here. After logging in, a user establishes a session with the CT Mobile app. A user can log in to Salesforce using up to 5 mobile devices concurrently. If a user logs in to Salesforce using a 6th mobile device, they will receive a message indicating that 'already 5 login sessions exist' and the oldest app session will be logged out. By default, the session timeout value is set to 2 hours. The following actions within the application may trigger the session expiration effect: Initializing any synchronization process. Accessing dashboards. Downloading files. Chatter activities (likes and new posts). When a mobile user performs one of the actions above: If there is an internet connection and the access token is valid, all offline and online features of the mobile application are available to the mobile user. If there is no internet connection, the info message reports that the internet connection failed. The action cannot be done, but the mobile user can still work in the CT Mobile app in offline mode. If the Salesforce password was changed, the mobile user continues to work with the CT Mobile app and also can perform synchronization. A new password is not required. If there is an internet connection and the access token is not valid, the mobile user will be forced out from the CT Mobile app to the login screen. The database will be intact. To continue working with the mobile application, the mobile user should log in again. If another user logs in on the same device, the CT Mobile app warns that the previous user’s database will be reset. It is possible to change the session expiration timeout or to remove the limit. Go to Setup → Security → Session Settings. Specify Timeout Value and other parameters. The setup is complete. The session settings can also be configured for each profile. Go to Setup → Users → Profiles and click the appropriate profile. Go to the Session Settings section and set the timeout value up. The individual profile settings override general session settings. The setup is complete. The administrator can revoke the access token of the selected user. In this case, the user’s session will be forcibly logged out and the user should enter their credentials on the Login screen. To revoke access: Go to Setup → Users → Users → click the user’s name. In the Oauth Connected Apps section, revoke access to the CT Mobile app. The access token is revoked.","title":"OAuth 2.0","component":"ctmobile-ios","version":"3.0","name":"oauth-2-0","url":"/ctmobile-ios/3.0/getting-started/logging-in/oauth-2-0.html","titles":[{"text":"Session Expiration","hash":"h2_992163915","id":1},{"text":"Session Settings","hash":"h2_1627283397","id":2},{"text":"Revoke Access","hash":"h2_916590458","id":3}]},"1720":{"id":1720,"text":"Use a passcode to log in to the CT Mobile app and to call the application if it was collapsed or closed. The passcode can be set up only for the current session, and it is stored locally on a mobile device. It means that you should set up a passcode anytime you log out of the mobile application. To enable a passcode: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: General. Set a flag next to Passcode Enabled. Click Save. Launch the full synchronization on the mobile device to apply the settings. Go to CT Mobile Control Panel: General. Enable the Passcode toggle. Click Save. Launch the full synchronization on the mobile device to apply the settings. The setup is complete. When you run CT Mobile on the mobile device, the application asks you to set a passcode after logging in and allowing access to the requested parameters. Enter a new passcode. Re-enter a passcode. The passcode is set. Next, the application asks you to send anonymously logs and diagnostic data. If a mobile user enters the wrong passcode three times in a row, the database will be reset. Your browser does not support the video tag. To change the passcode: On a mobile device, open the CT Mobile app. Tap Settings on the main menu. Tap Change Passcode. The confirmation pop-up will be open. Tap Yes. Enter the current passcode. Create and enter a new passcode. Re-enter a new passcode. The passcode is changed. Additionally, you can use TouchID or Face ID. Please refer to the articles on the Apple website to enable Touch ID or Face ID.","title":"Application PIN Code","component":"ctmobile-ios","version":"3.0","name":"application-pin-code","url":"/ctmobile-ios/3.0/mobile-application/application-settings/application-pin-code.html","titles":[{"text":"Set Up a Passcode","hash":"h2_989911352","id":1},{"text":"Change a Passcode","hash":"h2_1844170343","id":2}]},"1721":{"id":1721,"text":"The functionality is intended to highlight touches and gestures performed by the user on the screen during presentations and training. To enable demonstration mode: On a mobile device, open the CT Mobile app. Tap Settings on the main menu. In the Demonstration Mode section, enable the Show touch indicator. All the actions and gestures in the application will be highlighted with a red marker.","title":"Demonstration Mode","component":"ctmobile-ios","version":"3.0","name":"demonstration-mode","url":"/ctmobile-ios/3.0/mobile-application/application-settings/demonstration-mode.html","titles":[]},"1722":{"id":1722,"text":"CT Mobile supports notifications of upcoming events or visits. To set up notifications: Open the CT Mobile app. Tap Settings on the main menu. In the Additional options section, tap Event notifications. Select the time interval. When the date and time of the event occur, the user will be notified, regardless of whether the application is running or not. Long tap to view the additional options: if the Start/Finish functionality is disabled: Click OK to open the activity record; Click Reschedule to change the start and end dates of the activity. if the Start/Finish functionality is enabled: Click Start to open the activity record and start the activity; Click Reschedule to change the start and end dates of the activity; Click Cancel, to open the activity record without related lists.","title":"Event Notifications","component":"ctmobile-ios","version":"3.0","name":"event-notifications","url":"/ctmobile-ios/3.0/mobile-application/application-settings/event-notifications.html","titles":[]},"1723":{"id":1723,"text":"iCal synchronization is intended to synchronize activities between your device and CT Mobile calendars. iCal synchronization settings are saved until the current user logs out. The sync process, the CT Mobile update and running in the background mode do not affect iCal settings. You can set up multiple calendars on iPad or iPhone The following calendars will be synchronized with CT Mobile: iOS calendars, Google calendars, and Microsoft Outlook (not including Microsoft Exchange integration). To set up and view multiple calendars, go to Apple Support. To use iCal synchronization: Enable iCal synchronization. Select one or both available options: Sync Activities from CT Mobile Calendar to Device Calendar. Select a device calendar to synchronize activities from the CT Mobile calendar. Show Device Calendars Activities in CT Mobile Calendar. Select device calendars to show their activities in the CT Mobile calendar. To enable iCal synchronization: On a mobile device, open the CT Mobile app. Tap Settings on the main menu. In the Additional options section, enable iCal sync. Available iCal options are displayed. To synchronize activities from the CT Mobile calendar to the device calendar, in the iCal calendar to save activities, select a device calendar, e.g., Home or Work. As a result, in the selected device calendar, activities will be created identical to records in the CT Mobile calendar. For correct work of this functionality, please move, edit, and delete records only in the CT Mobile calendar. For custom and standard activities: the title of a record is the same as the title of a compact layout; the Notes section displays the subtitle of a compact layout. CT Mobile Calendar Device Calendar To show device calendars activities in the CT Mobile calendar, in iCal calendars to show, select one or more device calendars, e.g., Home and Work. As a result, activities from the device calendar(s) are displayed in the CT Mobile calendar (new records are not created). The color and name of each activity are the same as in the device calendar. Device Calendar CT Mobile Calendar A mobile user can: tap the activity to edit and delete a record, specify an event notification, and change the device calendar in the open pop-up; double-tap the activity to view or edit the record details.","title":"iCal Synchronization","component":"ctmobile-ios","version":"3.0","name":"ical-synchronization","url":"/ctmobile-ios/3.0/mobile-application/application-settings/ical-synchronization.html","titles":[{"text":"Enable iCal synchronization","hash":"h2_1811882598","id":1},{"text":"Sync Activities from CT Mobile Calendar to Device Calendar","hash":"h2_1645467578","id":2},{"text":"Show Device Calendars Activities in CT Mobile Calendar","hash":"h2_183949499","id":3}]},"1724":{"id":1724,"text":"The Settings screen allows you to manage additional functions and control individual options. The application version, the date, type, and result of the last synchronization, and the current database volume are displayed at the bottom of the screen. Tap to view the current user’s authorization details, such as full name and username. Tap Change password to change the current user’s password. If you authorize using Single Sign-On, the Change Password option is not available. Tap Cancel to close the pop-up. If enabled, the demonstration mode allows displaying touches and gestures performed by the user on the screen. Select the current map type. Apple Using the default maps. Google Using Google Maps. If enabled, the icon is displayed next to a field. Tap the icon to see a help text. If enabled, the photos taken in the CT Mobile app will be saved in the device gallery. The new photos in the CT Mobile gallery will have a dotted border. If enabled, the CT Mobile calendar can be one-way or both way synchronized ;with the device’s standard calendars. iCal calendar to save activities Select a calendar to save the activities from the CT Mobile Calendar. iCal calendar to show Select calendars to show their activities in the CT Mobile Calendar. If enabled, the current user will receive a notification of upcoming events. The available options are 15 mins, 30 mins, 1 hour, or 2 hours before the event. If enabled, the current user will receive a notification of nearby accounts. If enabled, the files in Libraries will be downloaded in the background mode after the full synchronization is complete. Unloaded files have no preview image in the Libraries module. Tap the file to download it. In case of internet connection loss or switching to another app, the background content loading will be resumed. If the CT Mobile app was manually retrieved from memory, or it was retrieved by iOS, for example, in the case of a large number of open apps, the background content loading will not be resumed. If the user turns off the screen during the background content loading, iOS will stop the sync process after a while and resume it when the CT Mobile app is opened again. If enabled, the CT Mobile app anonymously sends diagnostic data to developers, such as application crash, current username, time, iOS version, and characteristics of a mobile device, as well as methods that caused the crash. Time before calculating prices after making changes to the order cart, in seconds. Default value is 2 seconds. Applies only if: Order module application is added to the App menu. The Web Service is not enabled. Change the passcode. The option is visible when the passcode is enabled in CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General. Logging out to reset all application data. CT Mobile asks the confirmation. After logging out, all the current user’s data from the mobile device will be removed. CT Mobile allows sending a dump with the current user’s data from the mobile device to the Salesforce or support service. CT Mobile always shows tips if a mobile user logged for the first time. If enabled, the tips will be displayed once more, for example, when the mobile user opens the Account, Calendar, or Routes.","title":"Application Settings","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/mobile-application/application-settings/index.html","titles":[{"text":"Authorization","hash":"h2_1981203353","id":1},{"text":"Authorization Settings","hash":"h3_305267236","id":2},{"text":"Demonstration Mode","hash":"h2_1371499116","id":3},{"text":"Show touch indicator","hash":"h3_424681661","id":4},{"text":"Maps","hash":"h2_1872639157","id":5},{"text":"Current map type","hash":"h3_7419121","id":6},{"text":"Additional Options","hash":"h2_1980854273","id":7},{"text":"Show field hints","hash":"h3_828881719","id":8},{"text":"Save photos locally","hash":"h3_353973580","id":9},{"text":"Enable iCal sync","hash":"h3_731651659","id":10},{"text":"Event notifications","hash":"h3_559798070","id":11},{"text":"Warn about nearby accounts","hash":"h3_67901066","id":12},{"text":"Background content loading","hash":"h3_1768799377","id":13},{"text":"Send diagnostic data","hash":"h3_115565593","id":14},{"text":"Time before calculations start","hash":"h3_611076828","id":15},{"text":"General Options","hash":"h2_534139124","id":16},{"text":"Change Passcode","hash":"h3_748267454","id":17},{"text":"Log out","hash":"h3_1321398704","id":18},{"text":"Send application data","hash":"h3_1008940466","id":19},{"text":"Enable tutorial mode","hash":"h3_1857935580","id":20}]},"1725":{"id":1725,"text":"Log out may be required in the following cases: Log in as another user. Log in to another organization. If you have updated some records, but do not want to send these updates to Salesforce. Full synchronization malfunction. The current user’s database will be erased from a mobile device. The database will remain in Salesforce to upload again. To log out: Tap Settings in the application main menu. Tap Log out. Tap Yes to confirm the action in the notification pop-up. The current user logged out, and the login screen opens.","title":"Log Out","component":"ctmobile-ios","version":"3.0","name":"log-out","url":"/ctmobile-ios/3.0/mobile-application/application-settings/log-out.html","titles":[]},"1726":{"id":1726,"text":"CT Mobile can notify the users when they are near an account from the database depending on the user’s current geolocation (refer to CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General). This functionality is implemented based on standard iOS platform features, which allows requesting the user’s current geolocation every 10 minutes. If the user has changed their geolocation to more than 1 km during a given period, a mobile device sends geolocation data to the CT Mobile app. The application calculates the distance to the nearest accounts. If within a 500 m radius at least one account is detected, a notification will appear. To receive a push notification: In device settings, allow CT Mobile to access location and send notifications. Select Always type of geolocation access permission. Enable Wi-Fi. With LTE on select iPad models, install SIM to obtain device geoposition via Wi-Fi + LTE. Enable notifications for nearby accounts. The setup is complete. To enable nearby accounts notifications: On a mobile device, open the CT Mobile app. Tap Settings on the main menu. In the Additional options section, enable Warn about nearby accounts. The setup is complete. The current user will receive a notification about nearby accounts.","title":"Nearby Accounts Notifications","component":"ctmobile-ios","version":"3.0","name":"nearby-accounts-notifications","url":"/ctmobile-ios/3.0/mobile-application/application-settings/nearby-accounts-notifications.html","titles":[]},"1727":{"id":1727,"text":"Table of Contents Configure Data Dump Sending Sending Data Dump A Sync Log Record with Data Dump Sync Logs Data Dump without Photos Data Dump with Photos or Unsynchronized Photos The CT Mobile app allows sending a dump with the current user’s data of the application to the Salesforce or support service. To configure data dump sending: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: General. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. In the Support and logs field, enable Sync Logs. In the Debug Level field, select the appropriate option. In the Send database dump to field, select the appropriate way to send the database dump: Salesforce.com The ZIP archive with the data will be transferred as an attachment to the Sync Log record. The size of the ZIP archive cannot be larger than 25 MB. In case of exceeding the limit, the database dump will be split into a few ZIP archives and each one will be attached to its own Sync Log record. To use this option, the cloud token should be valid. In the case the cloud token is not specified, the password will be ctmobile. E-mail Selecting this option, specify the email to send the data logs and screenshots of synchronization errors in the Support Email field. The size of the data dump can exceed the limit of sending data. Click Save. Go to CT Mobile Control Panel 2.0: General. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. In the Logs and Support section, select the appropriate option from the Debug Level picklist. In the Send database dump to picklist, select the appropriate way to send the database dump: Salesforce.com The ZIP archive with the data will be transferred as an attachment to the Sync Log record. The size of the ZIP archive cannot be larger than 25 MB. In case of exceeding the limit, the database dump will be split into a few ZIP archives and each one will be attached to its own Sync Log record. To use this option, the cloud token should be valid. In the case the cloud token is not specified, the password will be ctmobile. E-mail Selecting this option, specify the email to send the data logs and screenshots of synchronization errors in the Support Email field. The size of the data dump can exceed the limit of sending data. Click Save. The setup is complete. To send a data dump from the CT Mobile app: Go to Settings from the main menu. Tap Send application data. In the open window, select which data you want to send. Send sync logs A user can send only sync logs instead of the entire data dump. Sync logs will be sent in a text format. Include all photos or not Including all the photos in a dump significantly increases the duration of sending. Include non-synchronized photos The data has been sent. When sending sync logs in Salesforce, the Sync Log record with an attachment will be created. Parameters of a Sync Log record: Field API Name Value Date clm__Date__c Date and time of sending. Description clm__Description__c Part 1 from 1 Operation clm__Operation__c Sync Log History Parameters of an Attachment record: Field Value Name sync.log ParentId The identifier of the Sync Log record. Description Part 1 from 1 When sending a data dump without photos in Salesforce, the Sync Log record with a ZIP attachment will be created. The ZIP attachment stores data dump with all files and sync logs. In case of exceeding the limit of 25 MB, the database dump will be split into a few ZIP archives and each one will be attached to its own Sync Log record. Parameters of a Sync Log record: Field API Name Value Date clm__Date__c Date and time of sending. Description clm__Description__c Part n from m, where n is the order number of an attachment, and m is the number of attachments. Operation clm__Operation__c Export Data Parameters of an Attachment record: Field Value Name In case of a single Attachment record: Documents.zip In case of several Attachment records: Documents.z0[n], where [n] is the order number of an attachment. ParentId The identifier of the Sync Log record. Description Part n from m, where n is the order number of an attachment, and m is the number of attachments. When sending a data dump with all photos or only unsynchronized photos in Salesforce, the Sync Log record with a ZIP attachment will be created. The ZIP attachment stores data dump with all files, all photos or only unsynchronized photos, and sync logs. In case of exceeding the limit of 25 MB, the database dump will be split into a few ZIP archives and each one will be attached to its own Sync Log record. Parameters of a Sync Log record: Field API Name Value Date clm__Date__c Date and time of sending. Description clm__Description__c Part n from m, where n is the order number of an attachment, and m is the number of attachments. Operation clm__Operation__c Export Data. Parameters of an Attachment record: Field Value Name In case of a single Attachment record: Documents.zip In case of several Attachment records: Documents.z0[n], where [n] is the order number of an attachment. ParentId The identifier of the Sync Log record. Description Part n from m, where n is the order number of an attachment, and m is the number of attachments.","title":"Send Application Data Dump","component":"ctmobile-ios","version":"3.0","name":"send-application-data-dump","url":"/ctmobile-ios/3.0/mobile-application/application-settings/send-application-data-dump.html","titles":[{"text":"Configure Data Dump Sending","hash":"h2_1804362546","id":1},{"text":"Sending Data Dump","hash":"h2_432975122","id":2},{"text":"A Sync Log Record with Data Dump","hash":"h2_2052130687","id":3},{"text":"Sync Logs","hash":"h3_919032680","id":4},{"text":"Data Dump without Photos","hash":"h3_2033790185","id":5},{"text":"Data Dump with Photos or Unsynchronized Photos","hash":"h3_882527141","id":6}]},"1728":{"id":1728,"text":"The Dashboards module allows viewing online dashboards available to the mobile user. Dashboards display in the Lightning Experience or Salesforce Classic mode according to the selected mode for the mobile user in the Salesforce organization instance. To enable this option for CT Mobile versions below 2.3, contact the Customertimes team. Using the Fiscal year criterion in filters and in reports and dashboards criteria is working as a Calendar year. The availability of dashboards depends on the profile permission settings in Salesforce. The mobile user can view the related report, as well as modify the report criteria. Tap Refresh to update the dashboard. Add the dashboard to the mobile layout. To add the Dashboards module to the app menu: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Dashboards item. Click Add to close the Add menu item tool. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the All or Application Modules tab, select the Dashboard item. Click Save. The setup is complete.","title":"Dashboards","component":"ctmobile-ios","version":"3.0","name":"dashboards","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/dashboards.html","titles":[{"text":"Adding Dashboard to the Menu","hash":"h2_1510760474","id":1}]},"1729":{"id":1729,"text":"The list of modules available in the CT Mobile app: CT Mobile app supports integration with other CT Software products. The list of integration depends on the device platform. For more information, refer to CT Mobile OS Comparison. Applications Calendar Chatter Dashboards Libraries Links Opportunities Nearby Accounts Quizzes Recent Items Routes CG Cloud","title":"Mobile Application Modules","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/index.html","titles":[]},"1730":{"id":1730,"text":"The Libraries module allows viewing files and documents uploaded to Salesforce CRM Content. For the full module operation, follow the link to enable Salesforce CRM Content in your Salesforce org and set up permissions for users. Upload documents to Files and grant user access to documents. Documents can be stored by folder. Tap the file name to send the file by e-mail using email templates if available. Enable background content loading to download Salesforce Content documents in background mode. You can also select the Files Download Enabled checkbox for Library to adjust the background downloading process. Tap on a document screenshot to open a preview and send the document via email. Tapping on the document information line will open a pop-up window with detailed information on the document. The file size should not exceed 10MB. We recommend not enabling the Use POST requests for cross-domain sessions option to avoid the display of the white screen with no files in the Libraries module. For more information, refer to Salesforce Help: Modify Session Security Settings. If ContentDocument, ContentVersion, ContentDocumentLink objects are added as offline objects, the Libraries module will not work correctly. To add the Libraries module to the app menu: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Salesforce Content item. Click Add to close the Add menu item tool. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the All or Application Modules tab, select the Salesforce Content item. Click Save. The setup is complete. Libraries include two main sections: Left menu The list of available for the current user workspaces and folders. Main screen The screenshots of available documents. Documents are grouped by content type. For files larger than 20MB, the screenshots are not displayed. Available content types: All The general list of all the documents and folders in the workspace. Documents Files of MS Office, text documents, etc. Media Audio and video files. Other Other file formats. Supported files: documents: .xls, .doc, .pdf, .txt media: .jpg, .jpeg, .ppt, .png, .mp4","title":"Libraries","component":"ctmobile-ios","version":"3.0","name":"libraries","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/libraries.html","titles":[{"text":"Adding Libraries to the Menu","hash":"h2_480837523","id":1},{"text":"Using Libraries","hash":"h2_1939800943","id":2}]},"1731":{"id":1731,"text":"Table of Contents Adding Links to the Menu Add a Link Using Links Salesforce Maps The Links module allows a mobile user to work with external links from the CT Mobile app. To add the Links module to the app menu: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the LinkList item. Click Add to close the Add menu item tool. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the All or Application Modules tab, select the LinkList item. Click Save. The setup is complete. To add a new link to the Links module: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Select the LinkList item. On the right sigh of the screen, the links settings appear. Click the Create new category button to open the link editor. Enter Link Name, Description, URL. Enable Navigation to navigate a site within the mobile application. The number of links within a category is unlimited. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Select the Link List item in the Selected column. Click Add Category. Enter category name and click to confirm. Fill In Name, URL, and Description fields. Enable Navigation to navigate a site within the mobile application. Click Add Link to add another link. The number of links within a category is unlimited. Click Save. The link is added and will be available in the Links module of the mobile application. You can configure links. If a link leads to salesforce.com, CT Mobile attempts to send the session code in order to avoid repeated authorization in Salesforce. All links are sorted alphabetically in the main menu. Tap a link in the left menu to view the link page: refresh the page use the history buttons to go to the previous page or the next one if enabled share the link open the link in Safari. Customers who have a Salesforce Maps license can integrate this product with the CT Mobile app. Follow the link to find out more about the functionality. Add the direct link to the Link module and use Salesforce Maps features on a mobile device: visualizing data helps to interact with and change data as needed using territory planning, determine how many field forces are needed in a specific territory and exactly where they need to be to maximize sales resource capacity tracking live location optimizing routes and schedules.","title":"Links","component":"ctmobile-ios","version":"3.0","name":"links","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/links.html","titles":[{"text":"Adding Links to the Menu","hash":"h2_572404523","id":1},{"text":"Add a Link","hash":"h2_1089872434","id":2},{"text":"Using Links","hash":"h2_450857999","id":3},{"text":"Salesforce Maps","hash":"h2_301401784","id":4}]},"1732":{"id":1732,"text":"The Nearby Accounts module allows you to observe the nearest accounts on the map. You can view the contacts or references and activities related to an account, and create activities. By default, records are grouped by the start date in decreasing order. You can select the appropriate list view. Add the Nearby Accounts module to the app menu. To use Google Maps, specify the Google Maps API key on the CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General tab. To view an Activity record on the map, it should have a lookup field to the Account record for which the geolocation data is collected or the full address is specified. the Activity object should be specified on the CT Mobile Control Panel: Calendar / CT Mobile Control Panel 2.0: Activities tab. the Account Geolocation Field should be specified on CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: Activities tab. Alternatively, add the Account Full Address Field (refer to CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General). CT Mobile app finds the corresponding lookup field according to the algorithm: If there is only one lookup field on the Activity object to the Account object, this field is in use. If there are two and more lookup fields on the Activity object to the Account object, the lookup field with the Account keyword in the API name is in use, for example, AccountId__c. If several lookup fields have the Account keyword in the API name, any of them can be in use. If there are two and more lookup fields on the Activity object to the Account object, and none of them has the lookup field with the Account keyword in the API name, any of them can be in use. For the Event and Task objects, the filling of the Name (Whatid) fields is applied. To add the Nearby Accounts module to the app menu: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Nearby Accounts item. Click Add to close the Add menu item tool. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the All or Application Modules tab, select the Nearby Accounts item. Click Save. The setup is complete. Any error that occurred while working with maps will be shown in the Sync Log record, for example, an invalid Google Maps API Key. The left menu consists of tabs with a list of accounts, contacts or references, or activity records with the specified geolocation. Records will be randomly grouped in the section without a title if the current user profile has no access to the start date field (refer to CT Mobile Control Panel: Calendar or CT Mobile Control Panel 2.0: Activities) or this field is blank. Records will be grouped by day according to the Activity object with a title that contains the day, month, and year: Records are displayed by the start date of the Date type. Records are displayed by the start date of the Date/Time type. The unsynchronized records are randomly displayed within sections according to the start date value. Sections are sorted in ascending or descending order according to the day. Records in the sections are sorted in ascending or descending order according to the start date (first displayed records with the start date of the Date type). To view related contacts or references, specify the API name of the required object on the CT Mobile Control Panel: General tab and add this object to offline objects (refer to CT Mobile Control Panel: Offline objects or CT Mobile Control Panel 2.0: Offline Objects). There should be a field with the Lookup type on the Contact or Reference object to link them with the Account object. Only marks that are within the 10 km radius of the selected records are displayed. A mark can contain an unlimited number of records depending on the geolocation of records and scale. Tap Nearby Accounts in the main menu to open a map centered on your current location (if enabled in the device settings). Tap a type of record in the upper menu and then select a record in the left menu to open a record and center the map around the selected record: Tap to view the list of Account records. Select an Account from the list to show it on the map. Tap to view the list of Contact records. Select a Contact from the list to show its related Accounts on the map. Tap to view the list of Activity records. Select an Activity from the list to show its related Accounts on the map. Tap to view the list of retail stores (the CG Cloud must be activated). Select a retail store from the list to show it on the map. The record details from the compact layout will be displayed at the top of the mark; the alert will be shown if you tap an activity without specified geolocation. Tap on the map marker to open a list of related records. Tap to create an activity.","title":"Nearby Accounts","component":"ctmobile-ios","version":"3.0","name":"nearby-accounts","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/nearby-accounts.html","titles":[{"text":"Requirements","hash":"h2_1037365166","id":1},{"text":"Algorithm for Finding the Lookup Field on Activity","hash":"h2__430669426","id":2},{"text":"Adding Nearby Accounts to the Menu","hash":"h2_163800537","id":3},{"text":"Working with Nearby Accounts","hash":"h2_511018746","id":4},{"text":"Left Menu","hash":"h3_908267922","id":5},{"text":"Main Screen","hash":"h3_449942769","id":6},{"text":"Available Options","hash":"h3_1243841833","id":7}]},"1733":{"id":1733,"text":"Table of Contents Installing the CT Mobile: Quizzes Package Adding Quizzes to the Menu Take the Quiz Complete the Quiz The Quizzes module allows you to fill out questionnaires and conduct surveys depending on your business goals. Only the simple quizzes are supported (there is no functionality for questions depending on the previous answer). To use the Quizzes functionality offline, install CT Mobile: Quizzes to your Salesforce organization and the Quizzes module to the app menu. Follow the direct link to install the unmanaged CT Mobile: Quizzes package into your Salesforce organization. Go to the Quiz Management and Configuring Quizzes articles to get familiar with the Quizzes objects, settings, and features on the Salesforce side. Create a quiz with the Internal or External record type. Use the Questionnaire Editor to add questions of the Number, Text, Picklist, or Multipicklist type to the Quiz record and to assign users as quiz partakers. Pass the Quiz online. To add the Quizzes module to the app menu: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Quizzes item. The installation link for the unmanaged CT Mobile: Quizzes package is available when you hover the Quizzes tile. Click Add to close the Add menu item tool. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the All or Application Modules tab, select the Quizzes item. Click Save. A quiz is available to conduct when: the Quiz record is active; the current date lies between the Start Date and End Date of the Quiz record; the current user has access to Quiz objects; the current user is assigned as the Quiz Partaker. To start the quiz: Tap Quizzes in the app menu. Tap the appropriate Quiz record. On the Start Quiz screen, tap the Start button. the Start Quiz layout cannot be changed; the Results field will contain the percentage of correct answers if the current user has already passed the quiz or, otherwise, the No results value. the Show Results button will be displayed if the current user has passed the quiz. The Show Results checkbox should be selected on the Quiz record. Tap the button to view the results. The Quiz is started. Depending on selected options: the Countdown Timer will be displayed. After the quiz time elapsed, the quiz stops and is not considered as completed. Also, select the Stop Timer on app exit checkbox on the Quiz record to stop the timer if the user taps the Close button. the quiz will be considered as completed after achieving the pass rate specified in the Correct Answer Percentage field of the Quiz record and be locked for the re-passing. After answering the questions, tap the Send button. Depending on the selected options: the table with the quiz results will be shown to the user if the Is Write Answers On Exit checkbox is selected on the Quiz record; the correct answers will be displayed if the Show Correct Answers checkbox is selected on the Quiz record. During each attempt to pass the quiz, the Quiz Completion record is created. It contains the quiz information, the linked Quiz Partaker record, the number of user’s attempts, the correct answers rate, the time spent, etc. The quiz is complete when the user attained the percentage of correct answers above the specific pass rate. Otherwise, the user can attempt to pass the quiz again.","title":"Quizzes","component":"ctmobile-ios","version":"3.0","name":"quizzes","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/quizzes.html","titles":[{"text":"Installing the CT Mobile: Quizzes Package","hash":"h2_1393790198","id":1},{"text":"Adding Quizzes to the Menu","hash":"h2_996676051","id":2},{"text":"Take the Quiz","hash":"h2_1394080830","id":3},{"text":"Complete the Quiz","hash":"h2_37601997","id":4}]},"1734":{"id":1734,"text":"The Recent Items module displays the list of 20 last viewed records in the application grouped by objects. To add the Recent Items module to the app menu: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Recent Items item. Click Add to close the Add menu item tool. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the All or Application Modules tab, select the Recent Items item. Click Save. The setup is complete.","title":"Recent Items","component":"ctmobile-ios","version":"3.0","name":"recent-items","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/recent-items.html","titles":[{"text":"Adding Recent Items to the Menu","hash":"h2_1339082221","id":1}]},"1735":{"id":1735,"text":"The Routes module allows you to build the optimal routes to the activities. Add the Routes module to the app menu. To use Google Maps, specify the Google Maps API key on the CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General tab. To view an Activity record on the map, it should have a lookup field to the Account record for which the geolocation data is collected or the full address is specified. the Activity object should be specified on the CT Mobile Control Panel: Calendar / CT Mobile Control Panel 2.0: Activities tab. the Account Geolocation Field should be specified on CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: Activities tab. Alternatively, add the Account Full Address Field (refer to CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General). CT Mobile app finds the corresponding lookup field according to the algorithm: If there is only one lookup field on the Activity object to the Account object, this field is in use. If there are two and more lookup fields on the Activity object to the Account object, the lookup field with the Account keyword in the API name is in use, for example, AccountId__c. If several lookup fields have the Account keyword in the API name, any of them can be in use. If there are two and more lookup fields on the Activity object to the Account object, and none of them has the lookup field with the Account keyword in the API name, any of them can be in use. For the Event and Task objects, the filling of the Name (Whatid) fields is applied. To add the Routes module to the app menu: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Routes item. Click Add to close the Add menu item tool. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the All or Application Modules tab, select the Routes item. Click Save. The setup is complete. Any error that occurred while working with maps will be shown in the Sync Log record, for example, an invalid Google Maps API Key. Sections are sorted in ascending or descending order according to the day. The mobile user should have access to the Start Date field (refer to CT Mobile Control Panel: Calendar or CT Mobile Control Panel 2.0: Activities). Otherwise, if this field is blank, records will be randomly grouped in the section without a title. Records in the sections are sorted in ascending or descending order according to the start date—the records with the start date of the Date type are displayed first. Records will be grouped by day according to the Activity object with a title that contains the day, month, and year: Records are displayed by the start date of the Date type. Records are displayed by the start date of the Date/Time type. The available list views: All activities (default list view); List views of each object grouped by the object; All + name of the Activity object for objects without custom list views, e.g., All Events. The last selected list view will be displayed in the Routes module. Based or not on the current location, view the location of the selected record on the map. To build a route: Tap Routes in the main menu. Enable Use current location if the current device location will be included in the route. This option depends on GPS/Wi-Fi. Enable Optimal route to use optimized route logic instead of sequential route logic. This option is only available in Google Maps. Specify whether to get directions on foot or by car. Select the activities from the list. The maximum number of activities for a route is limited. The route points are numbered. When tapping on activity on the map, you can use the Open button to go to the record layout. For long-distance activities, a route cannot be built. A route cannot be built for the activities in the exact location, and the points will not be displayed. The route is built. The selected options are saved until the current user logs out. You can tap and then tap Directions to open the navigation app, which is used by default on the mobile device, with a route.","title":"Routes","component":"ctmobile-ios","version":"3.0","name":"routes","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/routes.html","titles":[{"text":"Requirements","hash":"h2_1037365166","id":1},{"text":"Algorithm for Finding the Lookup Field on Activity","hash":"h2__430669426","id":2},{"text":"Adding Routes to the Menu","hash":"h2_724838406","id":3},{"text":"Working with Routes","hash":"h2_70068769","id":4},{"text":"Left Menu","hash":"h3_908267922","id":5},{"text":"Main Screen","hash":"h3_449942769","id":6},{"text":"Available Options","hash":"h3_1243841833","id":7}]},"1736":{"id":1736,"text":"Due to the iOS platform limitations, we strongly recommend not collapsing the CT Mobile app, not switching to another app, and not turning off the screen during any synchronization. If you perform one of these actions, after approximately 20 seconds, CT Mobile notifies you about interrupting synchronization. In this case: Return to the CT Mobile app to continue synchronization. Otherwise, when you open the CT Mobile, the alert of interrupted synchronization will be shown. Tap Sync → Continue Synchronization to complete the sync process. When the sync process is complete, the CT Mobile app is ready to work.","title":"App Push Notification of Interrupting Synchronization","component":"ctmobile-ios","version":"3.0","name":"app-push-notification-of-interrupting-synchronization","url":"/ctmobile-ios/3.0/mobile-application/synchronization/app-push-notification-of-interrupting-synchronization.html","titles":[]},"1737":{"id":1737,"text":"Applies to CT Mobile iOS versions starting from 3.0. Once you switch to the new settings saving model and log in to the mobile app, the Sync button will change its appearance and position in the CT Mobile app: The synchronization model will become automatic, making it easier, faster, and less demanding to keep your data up to date. While you are not performing any actions in the app and it remains open, synchronization will launch automatically. To set the sync time interval, go to the Auto Sync section of the CT Mobile Control Panel 2.0. After switching to the new sync mode, the app will require a settings update: This kind of update will run every time the metadata changes. If you tap Later, you can run update the settings by tapping the icon: In the confirmation dialog, tap Yes to update settings. During the settings updating process, the app will be locked. Do not close or minimize the application, turn off the screen, or power off your iPad. After the update is completed, the sync will run automatically at regular intervals while you are not using the app. You can also long tap the icon to run either Fast or Full sync: If any errors occur that need to be fixed, you will see this message in the sync reminder:","title":"Automatic Synchronization","component":"ctmobile-ios","version":"3.0","name":"auto-sync","url":"/ctmobile-ios/3.0/mobile-application/synchronization/auto-sync.html","titles":[]},"1738":{"id":1738,"text":"Errors occur due to violation of the validation rules and sharing rules or due to insufficient profile access. The Errors menu item is intended to manage errors in one place and will be displayed: If the user postponed fixing errors on the record screen. The validation rule is violated on a record, and the user leaves the record screen. The start date of an activity record is later than the end date, and the user leaves the record screen. The required field is blank on a record or within the custom related list, and the user leaves the record screen. If, for any other reason, a record cannot be successfully synchronized with Salesforce (e.g., a required lookup filter rule has been violated), that record will also appear on the error screen. If you launched the sync process and sending changes to some records fails due to: Revoked access to some records. Insufficient access to a record or a field of the record, the required field is empty, etc. The list of error records is grouped by the object type. Each error record displays the text of the error. CT Mobile iOS versions up to 2.9 CT Mobile iOS versions starting from 3.0 CT Mobile iOS versions up to 2.9 CT Mobile iOS versions starting from 3.0 To view a record that was not synchronized and fix the issue, tap the error record. The record layout opens. The Custom Related List tab with an error on the parent record opens. To delete error records from the list: Select one or several records and tap the Delete selected button. Tap the Delete all button to delete all error records. All the changes made by the user are canceled. The previously synced records will be rollbacked to the state after the last successful synchronization. Unsynchronized records will be deleted. Tap the button to send the .csv file with all records from the Errors list including all filled-in fields on these records. The file name and format: {Object Api-Name}.csv. The .csv file will be packed in a ZIP archive as an attachment to the Sync Log record. To use this option, the cloud token should be valid (refer to CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools). In the case the cloud token is not specified, the password will be ctmobile. To view a record that was not synchronized and fix the issue, tap Fix: The record layout opens. The Custom Related List tab with an error on the parent record opens. To select a record, long tap it. You can select other records or tap Select all. To delete selected error records, tap the Delete button. To confirm the deletion, select the I agree checkbox and tap Delete. All the changes made by the user are canceled. The previously synced records will be rollbacked to the state after the last successful synchronization. Unsynchronized records will be deleted. Tap Share → Send errors to send the .csv file with all records from the Errors list including all filled-in fields on these records. The file name and format: {Object Api-Name}.csv. The .csv file will be packed in a ZIP archive as an attachment to the Sync Log record. To use this option, the cloud token should be valid. In the case the cloud token is not specified, the password will be ctmobile. Tap Share → Send screenshot to make a screenshot of the Errors screen and open the standard iOS sharing dialog. It is possible to enable the following functionalities to process the errors: Sync Recovery: to send records as usual or as the JSON file for post-processing by the administrator. CT Mobile Replication: to download related records and hide the no more available ones on the current user’s device due to changes in sharing rules.","title":"Errors Screen","component":"ctmobile-ios","version":"3.0","name":"errors-screen","url":"/ctmobile-ios/3.0/mobile-application/synchronization/errors-screen.html","titles":[{"text":"Actions with Error Records","hash":"h2_647782618","id":1}]},"1739":{"id":1739,"text":"To run fast synchronization, tap the Sync button in the top right corner of the Home Screen or long tap the Sync button and select Fast synchronization from the picklist. Due to the iOS platform limitations, do not collapse the application and do not turn off the screen during fast or mixed synchronization. The mixed synchronization will be launched if certain conditions are met. The fast and mixed synchronization processes are not interrupted in case of errors with records. The unsynchronized records containing errors can be synchronized after the errors are corrected. During the fast or mixed synchronization, the application is available for work except for the Applications module. Data changes in the application, such as deletions, insertions, and updates, are sent to Salesforce. The changes in the audit fields of the current user’s record are sent to Salesforce. The clm__LastSyncDate__c field will be updated only if the previous synchronization was successful, but has been interrupted before the field sync date was updated. If enabled, records with errors will be sent using the Sync Recovery functionality. The system compares the date of the last successful synchronization in the clm__LastSyncDate__c field of the current user’s record with the date of the last metadata change in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup record for the current user’s profile (if this record exists) or for the current user’s Salesforce organization. To find out how to manually or automatically update the clm__MetadataLastModifiedDate__c field, go to Metadata Checker. If the date of the last metadata change is a date earlier than the date of the last successful synchronization, the application runs the fast synchronization; If the date of the last metadata change is later than the date of the last successful synchronization or not specified, the application runs the mixed synchronization to download metadata components and update the current database. Metadata components are downloaded from ZIP archive(s) or directly using administrator credentials depending on the CT Mobile package version. The cloud token should be valid to retrieve components from the ZIP archive(s) (refer to CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools). The synchronization process can proceed without a valid cloud token or administrator credentials, and in that case, validation rules, offline reports, and some operators in formulas might not operate properly. Records of the custom settings, custom metadata types, offline objects, and objects, which are necessary for activated modules, are downloaded if the value in the SystemModstamp field is a date later than the date of the last successful synchronization and a record matches the conditions set in related list filters. If configured, the records of the specified objects mentioned in the CT Mobile Replication setting are updated. The audit fields of the current user record are updated. The clm__LastSyncDate__c field will be updated only if fast/mixed synchronization was successful or partially successful. This field shows that the actual information is downloaded on the device.","title":"Fast Synchronization","component":"ctmobile-ios","version":"3.0","name":"fast-synchronization","url":"/ctmobile-ios/3.0/mobile-application/synchronization/fast-synchronization.html","titles":[{"text":"Sync Steps","hash":"h2_266746590","id":1}]},"1740":{"id":1740,"text":"To run full synchronization, long tap the Sync button in the top right corner of the Home Screen and select Full synchronization from the picklist. Due to the iOS platform limitations, do not collapse the application and do not turn off the screen during the first or full synchronization. The full synchronization is triggered when you run your first synchronization. During the full synchronization except for the first full synchronization, the application is locked. The full synchronization process will be interrupted in case of errors. Data changes in the application such as deletions, insertions, and updates are sent to Salesforce. The step is skipped during the first full synchronization because the database is empty. The changes in the audit fields of the current user record are sent to Salesforce. The change of the clm__LastSyncDate__c field will be updated only if the previous synchronization was successful, but has been interrupted before the field sync date was updated. Metadata components are downloaded. Metadata components are downloaded from ZIP archive(s) or directly using administrator credentials depending on the CT Mobile package version. The cloud token should be valid to retrieve components from the ZIP archive(s) (refer to CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools). The synchronization process can proceed without a valid cloud token or administrator credentials, and in that case, validation rules, offline reports, and some operators in formulas might not operate properly. The current data model: is created in case of the first full synchronization. is replaced by the newly updated in case of full synchronization. Records of the custom settings, custom metadata types, offline objects, and objects, which are necessary for activated modules, are downloaded if a record matches the conditions set in related list filters. The audit fields of the current user record are updated: The clm__LastSyncDate__c field will be updated only if the first full or full synchronization was successful. This field shows that the actual information is downloaded on the device.","title":"Full Synchronization","component":"ctmobile-ios","version":"3.0","name":"full-synchronization","url":"/ctmobile-ios/3.0/mobile-application/synchronization/full-synchronization.html","titles":[{"text":"Sync Steps","hash":"h2_266746590","id":1}]},"1741":{"id":1741,"text":"Synchronization is the process of aligning the CT Mobile data with Salesforce data. The process is divided into several stages and saved on each stage. The interrupted synchronization can be resumed from the last successful stage. The following articles help you to get familiar with the synchronization processes: Synchronization Launch Synchronization F.A.Q. Fast Synchronization Full Synchronization Automatic Synchronization Debug Console Sync Logs Sync Log Object See also: Metadata Checker Metadata Archive Home Screen: sync status indicator CT Mobile Replication CT Mobile Replication: Use Cases and Steps","title":"Synchronization","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/mobile-application/synchronization/index.html","titles":[]},"1742":{"id":1742,"text":"This type of synchronization is triggered when you pull down the record’s layout. The steps: The current record is sent to Salesforce. The child records, which are connected with the current record via the master-detail relationship, are sent to Salesforce. The record is uploaded from Salesforce. This type of synchronization is run when CT Mobile Workflow conditions are triggered. The steps: The current record is sent to Salesforce. The child records, which are connected with the current record via the master-detail relationship, are sent to Salesforce. This type of synchronization is triggered when the sync() method of JS Bridge is requested. The steps: The current record is sent to Salesforce. The child records, which are connected with the current record via the master-detail relationship, are sent to Salesforce. All uploaded data are stored in separate temporary storage. New data can replace the current data existing in the database only after the synchronization is completed. This helps to avoid data discard if synchronization is interrupted.","title":"Other Synchronization Modes","component":"ctmobile-ios","version":"3.0","name":"other-synchronization-modes","url":"/ctmobile-ios/3.0/mobile-application/synchronization/other-synchronization-modes.html","titles":[{"text":"Quick Record Synchronization","hash":"h2_1958232390","id":1},{"text":"Workflow Synchronization","hash":"h2_740581689","id":2},{"text":"Launch synchronization within CLM-presentation","hash":"h2_233027861","id":3}]},"1743":{"id":1743,"text":"Table of Contents Activation Sync Recovery Options Empty value Direct access Proxy object Web Service Errors Error Processing Parameters of JSON File and Salesforce Response for the Proxy Object Option The Sync Recovery functionality is intended to pass created, updated, or deleted records with errors from the CT Mobile app to Salesforce within the fast or mixed synchronization. We recommend using the Sync Recovery functionality in case of sensitive data with dynamic user permission settings. Sync Recovery cannot be applied to the CT Orders objects. To learn more, refer to Order Change Manager. To activate the Sync Recovery functionality, make sure that the user profile has access: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: Offline Objects. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Drag and drop the required object from the Available list to the Selected list. Enable the Sync Recovery setting. Choose the Sync Recovery option from the drop-down list. Click Save. Go to CT Mobile Control Panel 2.0: Offline Objects. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Move the required object from the Available list to the Selected list. Choose the Sync Recovery option from the drop-down list. Click Save. The setup is complete. Considering the following: The selected Sync Recovery option will be checked for the object for which the error occurred. Depending on object relationships: If there is a master-detail relationship, the same Sync Recovery option should be applied for both objects, for example, Activity and Activity Data. The system checks which Sync Recovery option is selected for the parent object. If there is a lookup relationship, Sync Recovery may be enabled for one or both objects. For example,Activity and Account. If objects have no relationship, different Sync Recovery options may be enabled for each of them. If an error has been caught on the Attachment record, the Sync Recovery option will be checked for its parent object. Please note that the maximum size of the data to send via Sync Recovery is about 4.2 MB (including attachments, files, etc.) due to APEX limits. This option is set by default. Any occurred errors will not be processed and will be listed in the Errors menu item. This option is intended to push record changes directly to an object via the web service using Apex code in a system context. The inaccessible records remain available for the user until the full synchronization will be performed. The information about using the web service will be written in the Sync Log record. This option is intended to save record changes as a JSON file attached to the Sync Log record. In Salesforce, you can apply the custom logic for JSON files. If the operation during the sync process is complete, a pop-up displays the types and number of records hidden in the CT Mobile app due to a lack of permissions. The information about using the web service will be written in the Sync Log record. If errors occur during the sending of records via web service due to a violation of a validation rule or the incorrect response from the web service, error messages will be added to a Sync Log record, and records will be added to the Errors screen. The server returns SyncRecovery is off error if neither the Direct access option nor the Proxy object option is set for the object. For example, if the Sync Recovery functionality was turned off on the Salesforce side after the last successful synchronization. All types of errors trigger the Sync Recovery functionality. The following errors will be processed according to the selected option: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY INSUFFICIENT_ACCESS_OR_READONLY These errors occur when the records are becoming unavailable for the user due to changes in the permissions adjustments. Records with any other error will be processed according to the Proxy object option, even if the Direct access option is selected. Records, excluding Attachments, will be processed using the Proxy object option if they match both criteria: the Direct access option is selected for the object of records records contain errors, for example, validation errors, a blank required field, a link to a record that is not present on the Salesforce side, etc. A JSON file is attached to the Sync Log record: { \"data\" : { \"userId\" : \"005b0000001THg9AAG\", \"action\" : \"update\", \"errors\" : { \"Account\" : [ { \"errorMessage\" : \"insufficient access rights on object id\", \"Id\" : \"0011w00000Ov2dCAAR\", \"exceptionCode\" : \"INSUFFICIENT_ACCESS_OR_READONLY\" } ], \"Contact\" : [ { \"exceptionCode\" : \"INSUFFICIENT_ACCESS_OR_READONLY\", \"Id\" : \"0031w00000O9MnXAAV\", \"errorMessage\" : \"insufficient access rights on object id\" } ] }, \"items\" : { \"Account\" : [ { \"attributes\" : { \"type\" : \"Account\", \"url\" : \"/services/data/v49.0/sobjects/Account/0011w00000Ov2dCAAR\" }, \"IsTarget__c\" : true, \"Id\" : \"0011w00000Ov2dCAAR\" } ], \"Contact\" : [ { \"attributes\" : { \"type\" : \"Contact\", \"url\" : \"/services/data/v49.0/sobjects/Contact/0031w00000O9MnXAAV\" }, \"Title\" : \"CTO\", \"Id\" : \"0031w00000O9MnXAAV\" } ] } } } The JSON file parameters: Key The name of the Attachment record, for example, RecoveryData_2019-12-06 10:53:16.log. data The description of the request. userId The current user ID. It is used to find the appropriate Sync Recovery option. action The type of operation: insert update delete items Records of parent and child objects. type The API Name or ID of records that are not accessible to the user. errors The API Name or ID of the object of the record with an error. errorMessage Text of an error message. ID The ID of the record with an error. In the case of the insert operation or if the web service didn’t return the ID of the record with an error, the value is empty. exceptionCode The type of occurred error. The parameters of Salesforce response: Key Description keyValue The API Name of an object or ID of a parent record. success The status attribute. mobileId The temporal ID of the record. Id The ID of the record. errors Errors that occurred during the operation. hideOnDevice The attribute stores the true value if the Sync Recovery was applied for the record and the record was hidden on the device.","title":"Sync Recovery","component":"ctmobile-ios","version":"3.0","name":"sync-recovery","url":"/ctmobile-ios/3.0/mobile-application/synchronization/sync-recovery.html","titles":[{"text":"Activation","hash":"h2_2077060874","id":1},{"text":"Sync Recovery Options","hash":"h2_1726980570","id":2},{"text":"Empty value","hash":"h3_576874370","id":3},{"text":"Direct access","hash":"h3_459631233","id":4},{"text":"Proxy object","hash":"h3_356910769","id":5},{"text":"Web Service Errors","hash":"h2_2109026354","id":6},{"text":"Error Processing","hash":"h2_1386371957","id":7},{"text":"Parameters of JSON File and Salesforce Response for the Proxy Object Option","hash":"h3_356943569","id":8}]},"1744":{"id":1744,"text":"Table of Contents Validation Logic for Records Validation Logic for Custom Related Lists User Permissions Example of a Validation Rule Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save a record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of true or false. Validation rules are retrieved by the CT Mobile app during synchronization as part of the metadata archive and then are applied offline. There are several limitations and conditions for validations applied on mobile devices that consider a correlation between synchronized records and the validation process: Synchronized records cannot be validated before the changes are introduced (on the record layout and custom related list). If changes are made in an already synchronized record, this record becomes unsynced. The following logic is applied for Activity records that were created in the Calendar or Nearby Accounts modules. The Start/Finish functionality and Lock/Unlock Record (Lock Activities for Editing after Finishing) must be disabled. After you create a record and open its layout (an unsynchronized record), the validation is performed on records of all tabs and custom related lists. When a synchronized record is changed, for example, a user changes one of the field values, all tabs will be validated, but records of custom related lists are not affected. For the Activity records with the Start/Finish functionality and Lock/Unlock Record (Lock Activities for Editing after Finishing): Additional validation is performed for the Start Date/End Date fields. If you attempt to leave the unfinished Activity record, the system will prompt a message: “You must finish the activity before leaving the record”. Validation for these Activity records is not prompted until the Activity record is started, even if the record is not synchronized. If a record is created or changed on a custom related list, the parent record layout will not be validated. Validation is performed on the Activity record and records of custom related lists when you tap the Finish button on the Activity record. If an error occurs during validation, the system displays a warning message: Something went wrong on the tab(s): (tab name). Do you want to leave the record or fix it now? After confirming, the layout or the first custom related list with errors opens. If you tap the Finish button on the Activity record, the system validates the activity and its custom related list. The following principles are applied: All unsynced records are validated when you close the custom related list. Validation is performed only on a particular created or changed record in a custom related list. The new records creation is allowed even if the validation error occurs on a custom related list. Errors that occur on a record of custom related lists are displayed in a separate section on the Errors screen. The mobile user should have the following permissions: All fields that are listed in validation rules must be available for editing for a mobile device user, otherwise, they won’t be able to correct the value that might be causing a validation error. If a formula field is applied for validation, the data that is used for the formula must also be accessible for editing by a mobile user and loaded to the device for offline mode usage. For example, if the formula references another object. If a formula field in the validation rule is set to perform a comparison of record ID fields with other values specified in the formula, the second value must contain the same amount of characters as the first one, i.e. the right and the left parts of the comparison must match. For example, the ID field is compared to a specified ID number or another ID field. For example, for a Pharma Activity record the following rule is set: Please, use only 18-character ID fields in validation rules. AND($User.Id = '005b1230000000bKWH',TEXT(Status__c)='Cancelled') To ensure validation rules function correctly in the mobile app, when comparing fields of the reference type (ID), you must specify the exact ID field rather than a link to the record. For example, instead of this rule: AND((ISCHANGED(Description)),$User.Id <> OwnerId use this rule: AND((ISCHANGED(Description)),$User.Id <> Owner.Id","title":"Validation Rules","component":"ctmobile-ios","version":"3.0","name":"validation","url":"/ctmobile-ios/3.0/mobile-application/synchronization/validation.html","titles":[{"text":"Validation Logic for Records","hash":"h2_1260268493","id":1},{"text":"Validation Logic for Custom Related Lists","hash":"h2_383652875","id":2},{"text":"User Permissions","hash":"h2_549128247","id":3},{"text":"Example of a Validation Rule","hash":"h2_1647137905","id":4}]},"1745":{"id":1745,"text":"Table of Contents Determine Location File Photo Add Post Signature Export to File Sign document The Actions combo menu allows additional actions to be performed on a record details screen. On the Account record On the Activity record Tap the Determine Location button to determine the current device location data for an Account or Activity record and write them into the specific field. When a mobile user has permission to edit records (refer to Managing Offline Objects in CT Mobile Control Panel or CT Mobile Control Panel 2.0: Offline Objects). When the mobile user has permission to edit the geolocation type field. A geolocation type field on the Account object used to store the geolocation of the organization. A geolocation type field on the Activity objects used to store the geolocation of the activities. If the Start/Finish functionality is on Capture Geoposition is enabled, and a mobile user has forenamed permissions for a record of an Activity object, the geolocation is automatically captured and the Determine Location button is hidden. The Determine Location button is available on the records of other objects: When a geolocation type field on the Account object is specified (refer to CT Mobile Control Panel: General → Account Geolocation Field or CT Mobile Control Panel 2.0: General → Account Geolocation Field). The API name of the geolocation type field on the required object is the same as the API name of the geolocation type field on the Account object. The mobile user has permission to edit the geolocation type field. Add files to a record. Tap the File button to select one or several files from the device storage. View files on the Files tab of the record. The File button is available on any object—the records of Accounts, Contacts, and Activity objects: When a mobile user has permission to edit records. When a record is available for a mobile user according to Sharing Settings, for example, with Public Read/Write access, if there is a sharing rule, or if the access was granted manually. To know more about attaching and viewing files in the Files section, refer to Attachments in the Files Section. Add pictures to a record. Tap the Photo button to select one or several photos from the device gallery, or take a new one. View photos on the Files tab of the record. The Photo button is available on any object—the records of Accounts,Contacts, and Activity objects: When a mobile user has permission to edit records. When a record is available for a mobile user according to Sharing Settings, for example, with Public Read/Write access, if there is a sharing rule, or if the access was granted manually. If the Start/Finish functionality is on and a mobile user has fore-named permissions for a record of an Activity object: When the activity was not started, a mobile user can view photos, but cannot take photos or choose photos from the device gallery. When the activity was started, a mobile user can take photos or choose photos from the device gallery. Add a post in the Chatter feed. Click Add Post. In the open modal window: The user profile should have permission to edit records of the object to which the Chatter tab is added. Tap to add a link. Tap to add a photo or audio message from the device. You can also take another photo or audio message. Add a signature on records of the Activity objects. View the signature on the Files tab of the record. Since CT Mobile 2.2, this action is hidden, but you can add it by code. Tap to export selected fields to a CSV file. The menu item is displayed on related records, if the Export Allowed checkbox is set to true (refer to Offline Objects → Export Allowed or CT Mobile Control Panel 2.0: Offline Objects → Export to CSV). Default fields should be specified in the Default Columns field of the Offline Object or in CT Mobile Control Panel 2.0: Offline Objects → Export Columns Selection. Custom fields can be selected for export if the Select Export Columns checkbox is set to true or Export Columns Selection is set to User-Selected Columns or Predefined and User-Selected Columns. To export selected fields to file for the main object, switch to detailed list view. To sign a document offline, follow the steps in the CT Sign guide.","title":"Actions","component":"ctmobile-ios","version":"3.0","name":"actions","url":"/ctmobile-ios/3.0/mobile-application/ui/actions.html","titles":[{"text":"Determine Location","hash":"h2_1355154294","id":1},{"text":"File","hash":"h2_62618674","id":2},{"text":"Photo","hash":"_photo","id":3},{"text":"Add Post","hash":"h2_785802245","id":4},{"text":"Signature","hash":"_signature","id":5},{"text":"Export to File","hash":"h2_1173923582","id":6},{"text":"Sign document","hash":"h2_13678918","id":7}]},"1746":{"id":1746,"text":"Tap the arrow at the top of the screen to move to the previous screens in the CT Mobile app. You can move by buttons to the following screens: Modules and menu items such as Home, Settings, Routes, Nearby Accounts, and Calendar. Record screens, e.g., records of Accounts, custom Activities, Tasks, etc. Web view of the selected dashboard in the Dashboards module. The screens' history will be restored only after logging out.","title":"Back Button","component":"ctmobile-ios","version":"3.0","name":"back-button","url":"/ctmobile-ios/3.0/mobile-application/ui/back-button.html","titles":[]},"1747":{"id":1747,"text":"The compact layout is a standard Salesforce functionality of Salesforce to customize the record field display in the Salesforce mobile app and Lightning Experience. CT Mobile app uses compact layouts to form the title and subtitle of records in the related lists, for example, in the Calendar and Routes modules or on the Errors screen. The record title is the value of the first field in a compact layout, and the subtitle is the value of the second field in the compact layout, except for: If the first field has no value, the title is generated by the value in the field with the NameField=true attribute. If a user has no access to fields of the assigned compact layout, the title is generated by the value in the field with the NameField=true attribute. If the field with the NameField=true attribute has no value, the title is generated by its ID (Salesforce ID or temporary ID in the application). Since version 2.9, 3 first fields configured in compact layout will be displayed for each record in the left menu of the calendar. Also, when a user taps on an Activity record on the calendar grid, values of all fields, which have been added to the assigned compact layout, will be displayed in the pop-up.","title":"Compact Layout","component":"ctmobile-ios","version":"3.0","name":"compact-layout","url":"/ctmobile-ios/3.0/mobile-application/ui/compact-layout.html","titles":[]},"1748":{"id":1748,"text":"If the previous activities are related to the current one, view information on previous activities accessing it from the current Activity record screen. The following rules are used as search criteria for historical data: The same record type of Activity records. The values of the required fields that were filled out on the mini layout are the same. The start date of the historical activity is prior to that of the currently open one. For the standard Event and Task objects, the historical activity will be searched following all the criteria listed above, as well as the values in the WhoId and WhatId fields if they are specified. Use the clm__ActivityDoneAPI__c attribute of Mobile Application Setup as a checkbox field to indicate that the activity has been completed. It can help with a possible cut-off of canceled or unfinished activities in the past. The Record screen The Detailing tab","title":"Historical Activities","component":"ctmobile-ios","version":"3.0","name":"historical-activities","url":"/ctmobile-ios/3.0/mobile-application/ui/historical-activities.html","titles":[]},"1749":{"id":1749,"text":"Use back and forward buttons to switch between screens. Long tap the Back button to view the list of the previous screens. Long tap the Forward button to view the list of the next screens. Tap on a record in a list to move to the corresponding screen. The screens' history will be restored only after logging out. The sync processes do not affect the screens' history. You can move by buttons to the following screens: Modules and menu items, for example, Home, Settings, Routes, etc. Record screens, e.g.,Accounts, custom Activities, Tasks, etc. Web view of the selected dashboard in the Dashboards module. Web view of a link in the Links module. CLM-presentations and tabs on the Applications module. Files and folders on the Libraries module. Feeds, groups, and people in the Chatter module.","title":"History Buttons","component":"ctmobile-ios","version":"3.0","name":"history-buttons","url":"/ctmobile-ios/3.0/mobile-application/ui/history-buttons.html","titles":[]},"1750":{"id":1750,"text":"In this section, you can read about user interface of CT Mobile application: UI Basics Mobile Application Field Types Home Screen Actions Back Button History Buttons Historical Activities Compact Layout List Views","title":"UI","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/mobile-application/ui/index.html","titles":[]},"1751":{"id":1751,"text":"Table of Contents List Views Detailed List Views Mobile List Views A list view allows you to see a filtered list of records in the CT Mobile app. The list views are pulled from Salesforce and available in: Offline objects, such as Accounts, Contacts, Opportunities, etc. Reference fields, for example, for Accounts, Contacts, Opportunities, etc. The Routes module for the Activity objects. The Nearby Accounts module for Account, Activity, and Contact objects. The Calendar module for Activity and Account objects. The Applications module (if list views are created). Some list views in CT Mobile do not come from Salesforce: All{Object Name} Last viewed Values are displayed based on the Last Viewed Date field retrieved from Salesforce. When a user opens a record in the CT Mobile app, the value in the Last Viewed Date field of this record is also changed, but this change will not be sent into Salesforce. My{Object Name} Records available to the user according to the sharing rules will not be displayed. This week Today If the object has no standard Name field, the column of the field with the nameField = true attribute will be displayed. In other cases, the ID column will be displayed. List views are displayed above records in the left menu. The last selected list view of one of the offline objects or modules will be displayed the next time a user opens the corresponding offline object (including reference fields) or module. You can pin the desired list view. You can sort records by configured sorting fields. Records (regardless of case) are displayed in the list views if they match the filter criteria, for example, Record and RECORD. Next to the list view name the counter of records is displayed. Tap to maximize the list view display: create and delete records if permission is granted; the created or opened record will be displayed in the standard view with the left record list; sort records by columns. Records will be sorted in the alphabetic order regardless of the case; search records; the last selected list view will be saved and displayed the next time a user opens the corresponding offline object; export columns to a CSV file if the setting is enabled. For the list views not sourced from Salesforce, only the Name column is displayed. If the object has no standard Name field, the column of the field with the nameField = true attribute will be displayed. In other cases, the ID column will be displayed. The user can create list views in the CT Mobile app. The conditions for the mobile list view will be written in the CTM User Settings record after the sync process. To create the mobile list view, the user should have permission to create the CTM User Settings records and edit its fields. To edit the mobile list view in the CT Mobile app, the user should have permission to edit the CTM User Settings object and its fields. To create a mobile list view: Tap the required menu item to open it. Tap the list view name in the left records list. Tap the Plus button in the pop-up with the available list views. Under the Filter Name section, specify the list view name. Next, specify the criteria. Customize the Records Preview section by adding the required fields to display the matched records. You can set list of fields displayed in criteria setting and Records preview section by specifying them in the Fields field of the CTM Settings → Menu object. Tap Save. The mobile list view is created. According to permissions, the mobile user can or not edit the mobile list view. Your browser does not support the video tag.","title":"List Views","component":"ctmobile-ios","version":"3.0","name":"list-views","url":"/ctmobile-ios/3.0/mobile-application/ui/list-views.html","titles":[{"text":"List Views","hash":"h2_1312699748","id":1},{"text":"Detailed List Views","hash":"h2_1248088428","id":2},{"text":"Mobile List Views","hash":"h2_380480215","id":3}]},"1752":{"id":1752,"text":"CT Mobile allows using custom labels to rename its interface elements, including menu items, modules, some buttons and labels. If the label attribute is set for a menu item or a module, the mobile application will use it. Labels may contain the following format specifiers: %d is a number, for example, in the Errors(%d) label; %@ is a string; \\n is newline. Do not remove them from labels. To rename a custom label: Go to Setup → User Interface → Custom Labels → click the Name of the menu item or module mentioned in the tables below. Create or override translation: In the Local Translations / Overrides section, click the New Local Translations / Overrides button to create a new translation. In the Package Translations section, click Override next to the required language to override translation. Click Save. The selected label is renamed. The table of available menu items: Menu Item Name Errors CTM_MainMenu_Tab_Errors Home CTM_MainMenu_Tab_Home Global Search CTM_MainMenu_Tab_GlobalSearch Settings CTM_MainMenu_Tab_Settings The table of available modules: Menu Item Name Calendar CTM_MainMenu_Tab_Calendar Chatter CTM_MainMenu_Tab_Chatter Links List CTM_MainMenu_Tab_LinkList Nearby Accounts CTM_MainMenu_Tab_NearbyAccounts Recent Items CTM_MainMenu_Tab_RecentItems Routes CTM_MainMenu_Tab_Routes The table of available buttons and labels: Button/Label Name Start button (on a record layout) CTM_Layout_Button_StartActivity Finish button (on a record layout) CTM_Layout_Button_FinishActivity Determine Location item (in the Actions combo menu) CTM_Layout_Button_GetGeoposition Photo item (in the Actions combo menu) CTM_Layout_Button_TakePhoto Send button (while sending an email) CTM_Layout_Button_SendEmail Share button (while sharing a file) CTMobile.FileShare.Mail (for sharing by mail) CTMobile.FileShare.Apps (for sharing by other apps) All Activities per day label for the Calendar widget CalendarWidget The table of available UI elements on mobile layouts: Mobile Layout UI Element Name Detailing tab in custom related list CTM_Layout_Tab_CustomRelatedList Main tab of mobile layout CTM_Layout_Tab_GeneralTab Mobile Layouts: Maps CTM_Layout_Section_MAPS Mobile Layouts: Chatter Feed CTM_Layout_Section_CHATTER Mobile Layouts: Applications CTM_Layout_Section_APPS Mobile Layouts: QR Code CTM_Layout_Section_QRCODE Mobile Layouts: Dashboards, the Chart section CTM_Layout_Section_CHARTS xref:ctmobile-ios:: section in the Timeline view of the activities list CTM_Layout_TimelineHeader_CurrentActivities xref:ctmobile-ios:: section in the Timeline view of the activities list CTM_Layout_TimelineHeader_PastActivities To rename Applications, Libraries, and Quizzes modules: Go to Setup → User Interface → Rename Tabs and Labels → click Edit next to Applications, Libraries, or Quizzes. In the Plural field, enter a name. Click Save. The selected module is renamed.","title":"Renaming UI Elements","component":"ctmobile-ios","version":"3.0","name":"renaming-ui-elements","url":"/ctmobile-ios/3.0/mobile-application/ui/renaming-ui-elements.html","titles":[{"text":"Rename Interface Element in Custom Labels","hash":"h2_455187194","id":1},{"text":"Rename Modules in Rename Tabs and Labels","hash":"h2_1059364362","id":2}]},"1753":{"id":1753,"text":"Table of Contents Main Menu Global Search Records List Detailed List View Record Details Get familiar with the UI basic elements of the iPad app version. The following topics are covered: Main Menu is the list of objects and modules that are available for the current user. The set of items in the list can be configured in CT Mobile Control Panel. Tap a menu item to display the information on the main screen. Tapping an object or module without the records list (e.g., Home or Settings)will keep the main menu intact. Tapping an object or module with a records list replaces the main menu with the records list. Display or hide the information by tapping the icon. If a module has only the main menu tooltips, the hamburger opens and hides them. If an object has a list of records, tapping the hamburger covers it with main menu tooltips. On a screen with an opened list of records, swipe the main menu icons to the right to display the main menu tooltips. To go to the module or object, click whether an icon or a tooltip. Global Search allows finding any available for the current user record loaded to the device. Tap the Global search field or : type in some symbols as search criteria and tap Search. The search results are grouped by objects. Tap to expand the records list of an object. Records List contains all the selected object’s records that are uploaded to a device and matched by the selected filter. Depending on the selected object, the records can be grouped by their field (e.g., name, date, etc.). You can customize the grouping of the records. Records can be marked with custom colors. Use Search to find a record in the current list. Select a list view with and or tap the current list view name to open the filter. Tap to create a new record, if the current user has permission to create records. If there is a setting in CT Mobile, tap Load more records to open the online records loading screen. Tap to open the Detailed List View with records in a tabular representation. A detailed list view is the representation of the records as the Salesforce table in the mobile application. Tap to open it. Select a list view with and or tap the current list view name to open the filter. Tap to create a new record, if the current user has permission to create records. Currently, the configured mini-layout is required for correctly creating a record in the detailed list view. Swipe a record to the left to delete it, if the current user has permission to delete records. Use Search to find a record. Tap Cancel to go back to the left menu with the records list. Tap a record to open the record details screen. The record details screen displays the complete information of the selected record. It consists of fields of different types, switches, widgets, and related lists. The information can be organized and separated into tabs and sections. All user changes will be saved and uploaded to Salesforce via synchronization. Tap or to navigate the screens back and forward. Tap and hold or to open the Back / Forward screens timeline and select a screen from the list. Tap to open the Actions modal window. If a help text added for the field, tap the icon next to this field to see the help text. If the Online One Record Fetching is enabled for a reference field, tap next to this field to load its value.","title":"UI Basics","component":"ctmobile-ios","version":"3.0","name":"ui-basics","url":"/ctmobile-ios/3.0/mobile-application/ui/ui-basics.html","titles":[{"text":"Main Menu","hash":"h2_781750174","id":1},{"text":"Global Search","hash":"h2_80851391","id":2},{"text":"Records List","hash":"h2_529726152","id":3},{"text":"Detailed List View","hash":"h2_1243490689","id":4},{"text":"Record Details","hash":"h2_1733999053","id":5}]},"1754":{"id":1754,"text":"Table of Contents CT Mobile package v. 4.5 CT Mobile package v. 3.93 CT Mobile package v. 3.90 CT Mobile package v. 3.89 CT Mobile package v. 3.82 CT Mobile package v. 3.81 CT Mobile package v. 3.79 CT Mobile package v. 3.71 CT Mobile package v. 3.69 CT Mobile package v. 3.68 CT Mobile package v. 3.67 CT Mobile package v. 3.66 CT Mobile package v. 3.65 CT Mobile package v. 3.64 CT Mobile package v. 3.63 CT Mobile package v. 3.62 CT Mobile package v. 3.61 CT Mobile package v. 3.60 CT Mobile package v. 3.59 CT Mobile package v. 3.58 CT Mobile package v. 3.57 CT Mobile package v. 3.56 CT Mobile package v. 3.55 CT Mobile package v. 3.54 CT Mobile package v. 3.53 CT Mobile package v. 3.51.2 Here you could find a feature, the link to the corresponding article, and the CT Mobile package version since the feature is available. Important notes: If you update the CT Mobile package from a version below 3.50.2, you need to install version 3.50.2 (click to download), then version 3.50.3 (click to download), and after the current version of the CT Mobile package. Please note that the links are provided to update your production Salesforce environment. To update the safe environment, replace the path https://login.salesforce.com/... in the link with https://test.salesforce.com/... Since CT Mobile package version 3.54, the administrator credentials are not used. CT Mobile Control Panel 2.0: redesigned with a modern interface and enhanced usability to provide a smoother, more intuitive user experience. This version includes improved navigation, faster performance, and new features that make managing your tasks more efficient than ever before. If you are using an older version of the CT Mobile package and want to use Control Panel 2.0, first install the Intermediate Patch v. 3.99, and then update to package version 4.5. If the CT Mobile package is not installed in your environment, simply install version 4.5. New metadata scheduler. Metadata last modify date updating based on archive creation. Adding Flows into metadata archive based on archive component. Fixed missing metadata archive refresh date. Please remove the archive component custom metadata type before upgrading to this version. Fixed displaying Mini Layouts editing window. Fixed displaying fields in the Custom Details editing window. Please remove the archive component custom metadata type before upgrading to this version. Regarding migration of the metadata archive to the new infrastructure, the Authorize Heroku Service button has been added to the Tools tab of the CT Mobile Control Panel. After installing the CT Mobile package v. 3.89: Login to your Salesforce organization with the System Administrator profile credentials. Go to CT Mobile Control Panel → Tools. Click Authorize button next to Authorize Heroku Service. Click Allow in the appeared authorization window. Each user with the System Administrator profile must authorize the Heroku service before refreshing the metadata archive. Progress bar has been added under the Refresh metadata archive button in the CT Mobile Control Panel → Tools tab. Refresh CTM Settings and Remove metadata archive buttons have been removed from the CT Mobile Control Panel → Tools tab. Fixed creation multiple identical CTM Settings records for offline objects with related list filters. Fixed editing custom scenarios. Now you can specify a custom domain name for your meeting URL. The Available for Download checkbox is added to the application creation form. If selected, the presentation can be downloaded as PDF during the Self Detailing. Updated required permissions sets for CT Mobile users, who need to work with CLM presentations: CT Mobile User (edited); CT Mobile List View (new); CT Mobile Presenter (new). Fixed \"Error 404\" in Remote Detailing room for sandbox environments with enabled Salesforce Enhanced Domain. Save several audio records for the Remote Detailing meetings. This option is available only in the CT Mobile package v. 3.71. Fixed adding components to the metadata archive (also when using Archive Components custom metadata type). Saving audio recording on the corresponding Activity record. Fixed display of tracked user’s path on the map. Download the package from the App Exchange. UI fixes. The ability to activate the CG Cloud support to work with it in the CT Mobile app if the CG Cloud is configured in the Salesforce organization. A warning about the paid Remote Detailing feature is displayed for the first logging in. During the Activity creation, users will be notified if CLM presentations are not found on a server. The Terms Accepted attribute in the application statistics stores a participant’s agreement to the terms of use. During the Self Detailing meeting. The ability to use the ctm.secureQuery method in the CLM presentations to make secure requests to Salesforce data. Support the ctm.create and ctm.update methods in the CLM presentations. For user convenience: A message will inform the user that the CLM presentations are not added to the server. Only a maximum of 9999 of the most recently modified dashboards and a maximum of 1000 of the last most recently modified reports will be downloaded in the CT Mobile app during the sync process. Only records with the record types of the CT Mobile package will be deleted with the Refresh CTM Settings button. Fixed checking the profile permission to launch a Remote Detailing meeting. Fixed populating the reference field on the corresponding Application Stats record with the Activity record from which the Remote Detailing meeting was started. Fixed adding custom labels to the metadata archive. CT Presenter Fixed the Renew slides button operation when updating slides. UI fixes. The ability to select or manually add the value in the fields with the Date and Date/Time data type during creating a SOQL filter. New options to specify and add terms of use on the Welcome screen during the Remote Detailing or Self Detailing meeting. Currently, not in use. If the required remote sites are not activated, an error message will be displayed when a user tries to renew slides. The browser name and IP address will be stored in the statistics record for the presenter and participants. The ability to create a CLM presentation based on a ZIP archive with the images in JPEG or JPG format. Now, you can either specify components to collect or set the number of entities in one request to build the metadata archive. Contact our Customertimes team to get the additional information. Fixed the ability to download the metadata archive. The list of permissions has been updated with the User audit fields for the CT Mobile Administrator and CT Mobile User permission sets. Use the New settings only toggle to specify whether to store settings both in custom settings and as CTM Settings records or only as CTM Settings records. The ability to specify whether the participant is required to add the email to access the Remote Detailing meeting. The new parameter for future audio recording storage is added. For user convenience: A message will inform the user of the reason CLM presentations are not available for a Remote Detailing meeting. A message will inform the user that they do not have permission to launch a Remote Detailing meeting. The new audit field is intended to store the user’s device model for better customer support. The logic will be implemented in the next releases of CT Mobile apps. If the required remote sites are not activated, an error message will be displayed when a user tries to save a CLM presentation in Application Editor. If CLM presentations are not set for the Activity record, all active and available for Remote Detailing meetings CLM presentations will be available during the Remote Detailing session. To reduce sync time and use fast sync instead of mixed one, the metadata checker now only tracks reports and dashboards that have been added to the Home screen of the CT Mobile app or specified in a custom folder that starts with the CLM keyword. Fixed the availability of CLM presentations and slides: inactive CLM presentations and slides are now no longer available during a Remote Detailing meeting. We kindly ask you to refer to the Migration to Remote Detailing 2.0 article to set up the Remote Detailing 2.0 functionality. New CT Presenter connected app. The ability to add desired components in the metadata archive by specifying them using the corresponding custom metadata type. Contact our Customertimes team to get the additional information. Fixed an issue with refreshing the metadata archive when there are too many custom settings records. Performance improvement: Reducing the number of objects in the metadata archive. The new RD endpoint should be activated when installing or updating the CT Mobile package. Enhanced UI for the presenter and participants. The list of permissions has been updated for the CT Mobile Administrator and CT Mobile User permission sets. Security Update: specify the integration user to connect to the Self Detailing meeting and collect statistics. New direct links to access Remote Detailing and Self Detailing meetings. The ActivityProcessHandler class will check if only active and valid CLM presentations are specified for Activity objects. If not, the error message will be written in logs. For your convenience, use the Download metadata archive button to download the archive and send it to support in case of any issues. The maximum size of the .pdf and ppt(x) file for converting to CLM presentation has been enlarged up to 75 MB. New JS Bridge methods to manage audio and video on the presenter device. The error message will be displayed when a user loads an Attachment which size is more than 25 MB. Fixed an issue with a lack of user permissions to access the Sync Recovery functionality. Fixed deactivation of the Unfinished Activity Allowed option when the Start/Finish functionality is disabled. Fixed the trigger operation: add and activate the required trigger in the Trigger Settings. Fixed saving CLM presentation as PDF when the CLM presentation name contains invalid characters. Fixed the ActivityProcessHandler class errors when there are no actual values in the Link Field and Application List Field. Fixed compilation of metadata archive in case of larger data size. The metadata archive will not be rebuilt when changes are applied to objects that are not specified as offline objects. Improved Sync Recovery functionality: force insertion of records through the Proxy object option when these records contain errors that prevent these records from being inserted using the Direct access option. In the CT Mobile User and CT Mobile Administrator permission sets: The corresponding access to the Unfinished Activity Allowed field of Mobile Application Setup is added. The corresponding access to the Slide Zoom Enabled and Available Offline field of the Application object is added. During the installation of the package, the cloud token will be copied to the protected API Key custom setting. During the package installation, the Available Offline attribute of the Application object will be set as true for those CLM presentations that were available offline. If the Sync Recovery functionality is enabled and the Attachment record has a temporary Id of the parent record in the reference field, the attachment will be sent as a Proxy object to Salesforce. Specify the ability to leave the unfinished activity for users' profiles. The ability to activate the CT Sign module for the CT Mobile app. Due to security reasons, the Scheduled metadata check toggle and the Refresh metadata archive button are displayed only for users with the Modify All Data and Modify Metadata Through Metadata API Functions permission or with the assigned CT Mobile Administrator permission set. The Create button will be inactive if there is no field added when creating a mini layout. Fixes for the creation of custom related lists. Fixed the display of the settings on the CT Mobile Control Panel tabs for Safari users. The ability to work with the Custom Scenario Editor in Lightning Experience. Fixed the process of renewing slides if there is only one slide in the CLM presentation. Fixed attaching files to CLM presentations in Lightning Experience. In this release, the new CTM User Settings object is added to store list views created by the mobile user in the CT Mobile app. The required permissions are added in the CT Mobile User and CT Mobile Administrator permission sets. The ability to specify the ascending or descending order for records in the Routes module. The Remove metadata archive from server button is added to simplify the QA process. The ability to specify Bing Maps API Key for CT Mobile Windows and Google Maps API Key for CT Mobile Android to select Bing or Google Maps in the Routes module, in the Nearby Accounts module, and the Maps widget. Users of CT Mobile iOS with the enabled Start/Finish functionality may be given the ability to leave the unfinished Activity record to work with other functionalities. Display an error when renewing slides using the invalid cloud token. Only one mini-layout can be specified for record types and profiles. Fixed saving to handle changes of a large number of fields on the Calendar tab. Fixed the display of profile settings on the Calendar tab when selecting the profile in the Location field. Fixed the incorrect error text when something goes wrong while converting a ppt(x) or PDF file into a CLM presentation. Fixed the error text when renewing slides. Fixed the Back button behavior in the Application Editor: now, the corresponding CLM-presentation record opens instead of the Home page. The new private API key custom setting is used to store the cloud token and restrict user access to the cloud token following the Salesforce security policy. The Refresh metadata archive button is intended to replace the manual collecting of the metadata archive. The ability to use reference fields in SOQL filters. If the CT Orders module is available for at least one profile, the description for the CT Orders objects will be added to the metadata archive to provide offline the full CT Orders functionality. Metadata will be added to the metadata archive based on the CTM Settings records of the Offline Object record type to reduce the sync process time. Custom scenarios can be selected within the Remote Detailing session. Fixed display of several empty fields when creating a mini-layout. Fixed the picklist expanding. Fixed the behavior after clicking the Back button in the Lightning Experience. The list of the related lists for an offline object is no longer cached on the Offline tab. Fixed the related list editing. Fixed the Demo presentation creation in the Sandbox environments that are created based on the Production environment. The Show button to view the cloud token value. The Call Repeat Allowed option allows resuming the finished meeting. Statistics will be collected too. The indicator of the enabled attendee’s remote control is highlighted in red color for better visibility. The corresponding tab allows customizing the Remote Detailing and Self Detailing functionality in one place. For the users' convenience, the objects in the picklists are now sorted by label instead of API Names. The Refresh CTM Settings button helps to support consistency between CTM Settings and Custom Settings records in case of errors. The ability to add the CT Orders module to the CT Mobile app on the App Menu tab If the CT Orders package is installed. In Lightning Experience, add the Download as PDF button to the Applications tab for generating PDF files for several CLM presentations. Improved quality for slides generated from PDF or PPT files via Application Editor. The enhanced setup process for the Remote Detailing and Self Detailing functionality. In Lightning Experience, add the Remote Detailing button on the Application record to launch the Remote Detailing meeting. On the Attendee Details screen, the username field is now required for filling out. In the Salesforce Classic, the Remote Detailing and Self Detailing buttons are no more supported. To correctly apply lookup filters in the reference fields of the Event and Task records, the fullNames = Activity request is included in the CustomObject request used for metadata archive creation.","title":"CT Mobile Package Release Notes","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/news/ct-mobile-package-release-notes/index.html","titles":[{"text":"CT Mobile package v. 4.5","hash":"h2_1111809725","id":1},{"text":"CT Mobile package v. 3.93","hash":"h2_2032103072","id":2},{"text":"Fixes","hash":"h3_479845033","id":3},{"text":"CT Mobile package v. 3.90","hash":"h2_2032103073","id":4},{"text":"Fixes","hash":"h3_1844278829","id":5},{"text":"CT Mobile package v. 3.89","hash":"h2_466019125","id":6},{"text":"CT Mobile package v. 3.82","hash":"h2_466019130","id":7},{"text":"Fixes","hash":"h3_574533443","id":8},{"text":"CT Mobile package v. 3.81","hash":"h2_466019133","id":9},{"text":"Fixes","hash":"h3_1234198259","id":10},{"text":"CT Presenter","hash":"h4_1542142448","id":11},{"text":"CT Mobile package v. 3.79","hash":"h2_1225534012","id":12},{"text":"New Features and Improvements","hash":"h3_996290104","id":13},{"text":"Remote Detailing 2.0","hash":"h4_1348682521","id":14},{"text":"Fixes","hash":"h3_1617666980","id":15},{"text":"Remote Detailing 2.0","hash":"h4_668712022","id":16},{"text":"CT Mobile package v. 3.71","hash":"h2_1225534020","id":17},{"text":"New Features and Improvements","hash":"h3_1836748666","id":18},{"text":"Remote Detailing 2.0","hash":"h4_1434818080","id":19},{"text":"Fixes","hash":"h3_135984606","id":20},{"text":"Salesforce Metadata","hash":"h4_712316612","id":21},{"text":"CT Mobile package v. 3.69","hash":"h2_340549929","id":22},{"text":"New Features and Improvements","hash":"_new_features_and_improvements","id":23},{"text":"Remote Detailing 2.0","hash":"_remote_detailing_2_0","id":24},{"text":"Fixes","hash":"h3_473996418","id":25},{"text":"Geolocation Center","hash":"h4_739492627","id":26},{"text":"CT Mobile package v. 3.68","hash":"h2_340549930","id":27},{"text":"Fixes","hash":"h3_176171128","id":28},{"text":"Geolocation Center","hash":"h4_1926915344","id":29},{"text":"CT Mobile package v. 3.67","hash":"h2_506446746","id":30},{"text":"New Features and Improvements","hash":"h3_1527280195","id":31},{"text":"CT Mobile Control Panel","hash":"h4_487563059","id":32},{"text":"Remote Detailing 2.0","hash":"h4_421691643","id":33},{"text":"Salesforce Metadata","hash":"h4_1092799643","id":34},{"text":"CTM Settings","hash":"h4_196313523","id":35},{"text":"Fixes","hash":"h3_715488940","id":36},{"text":"Remote Detailing 2.0","hash":"h4_1111363625","id":37},{"text":"Salesforce Metadata","hash":"h4_160214840","id":38},{"text":"Geolocation Center","hash":"h4_71558689","id":39},{"text":"CT Mobile package v. 3.66","hash":"h2_340549920","id":40},{"text":"New Features and Improvements","hash":"h3_1623093173","id":41},{"text":"CT Mobile Control Panel","hash":"h4_2040784478","id":42},{"text":"Remote Detailing 2.0","hash":"h4_10826665","id":43},{"text":"CT Presenter","hash":"h4_682164092","id":44},{"text":"Salesforce Metadata","hash":"h4_1406712363","id":45},{"text":"Fixes","hash":"h3_301138596","id":46},{"text":"CT Mobile Control Panel","hash":"h4_311591702","id":47},{"text":"CT Mobile package v. 3.65","hash":"h2_340549918","id":48},{"text":"New Features and Improvements","hash":"h3_1552158643","id":49},{"text":"CT Mobile Control Panel","hash":"h4_904461181","id":50},{"text":"Remote Detailing 2.0","hash":"h4_222227263","id":51},{"text":"Salesforce Metadata","hash":"h4_1156290882","id":52},{"text":"CT Mobile package v. 3.64","hash":"h2_340549917","id":53},{"text":"New Features and Improvements","hash":"h3_1343580356","id":54},{"text":"Remote Detailing 2.0","hash":"h4_2102547473","id":55},{"text":"Salesforce Metadata","hash":"_salesforce_metadata","id":56},{"text":"Fixes","hash":"h3_1255333094","id":57},{"text":"Remote Detailing 2.0","hash":"h4_1988879136","id":58},{"text":"CT Mobile package v. 3.63","hash":"h2_1028401963","id":59},{"text":"New Features and Improvements","hash":"h3_831164937","id":60},{"text":"Remote Detailing 2.0","hash":"h4_1849100256","id":61},{"text":"Salesforce Metadata","hash":"h4_1876451588","id":62},{"text":"Fixes","hash":"h3_1916726505","id":63},{"text":"Salesforce Metadata","hash":"h4_774245335","id":64},{"text":"CT Mobile package v. 3.62","hash":"h2_62734598","id":65},{"text":"New Features and Improvements","hash":"h3_342117008","id":66},{"text":"Salesforce Metadata","hash":"h4_55753581","id":67},{"text":"CT Mobile package v. 3.61","hash":"h2_340549921","id":68},{"text":"New Features and Improvements","hash":"h3_1514381386","id":69},{"text":"Remote Detailing 2.0","hash":"h4_1241289621","id":70},{"text":"CT Mobile package v. 3.60","hash":"h2_340549922","id":71},{"text":"New Features and Improvements","hash":"h3_1136173210","id":72},{"text":"Remote Detailing 2.0","hash":"h4_1967550725","id":73},{"text":"CT Mobile Control Panel","hash":"h4_450444530","id":74},{"text":"CT Presenter","hash":"h4_1323263560","id":75},{"text":"Salesforce Metadata","hash":"h4_1836290107","id":76},{"text":"Fixes","hash":"h3_345134422","id":77},{"text":"General","hash":"h4_951662406","id":78},{"text":"CT Presenter","hash":"h4_1561221228","id":79},{"text":"Remote Detailing","hash":"h4_1279002041","id":80},{"text":"Salesforce Metadata","hash":"h4_484441276","id":81},{"text":"CT Mobile package v. 3.59","hash":"h2_300400937","id":82},{"text":"New Features and Improvements","hash":"h3_882286790","id":83},{"text":"CT Mobile Control Panel","hash":"h4_801880401","id":84},{"text":"CT Mobile package v. 3.58","hash":"h2_62734597","id":85},{"text":"New Features and Improvements","hash":"h3_2063884776","id":86},{"text":"CT Mobile Control Panel","hash":"h4_1905996708","id":87},{"text":"CT Mobile package v. 3.57","hash":"h2_62734608","id":88},{"text":"New Features and Improvements","hash":"h3_311035062","id":89},{"text":"CT Presenter","hash":"h4_1037895822","id":90},{"text":"Fixes","hash":"h3_1657955487","id":91},{"text":"CT Mobile Control Panel","hash":"h4_376114735","id":92},{"text":"CT Mobile package v. 3.56","hash":"h2_2026747377","id":93},{"text":"New Features and Improvements","hash":"_new_features_and_improvements_2","id":94},{"text":"CT Mobile Control Panel","hash":"_ct_mobile_control_panel","id":95},{"text":"Fixes","hash":"h3_453966740","id":96},{"text":"CT Mobile Control Panel","hash":"h4_639945830","id":97},{"text":"CT Presenter","hash":"_ct_presenter","id":98},{"text":"CT Mobile package v. 3.55","hash":"h2_907547183","id":99},{"text":"New Features and Improvements","hash":"h3_248816688","id":100},{"text":"CT Mobile Control Panel","hash":"h4_2027755424","id":101},{"text":"Activity Management","hash":"h4_1865396414","id":102},{"text":"CT Presenter","hash":"h4_1082669359","id":103},{"text":"Fixes","hash":"h3_1327364214","id":104},{"text":"CT Mobile Control Panel","hash":"h4_1786088387","id":105},{"text":"CT Presenter","hash":"h4_1443044053","id":106},{"text":"CT Mobile package v. 3.54","hash":"h2_62734609","id":107},{"text":"New Features and Improvements","hash":"_new_features_and_improvements_3","id":108},{"text":"CT Mobile Control Panel","hash":"h4_45068577","id":109},{"text":"Salesforce Metadata","hash":"h4_1036043893","id":110},{"text":"Remote Detailing","hash":"h4_2028405529","id":111},{"text":"Fixes","hash":"h3_112451824","id":112},{"text":"CT Mobile Control Panel","hash":"_ct_mobile_control_panel_2","id":113},{"text":"CT Mobile package v. 3.53","hash":"h2_62734604","id":114},{"text":"New Features and Improvements","hash":"_new_features_and_improvements_4","id":115},{"text":"CT Mobile Control Panel","hash":"_ct_mobile_control_panel_3","id":116},{"text":"Remote Detailing","hash":"_remote_detailing","id":117},{"text":"CT Mobile package v. 3.51.2","hash":"h2_62734605","id":118},{"text":"New Features and Improvements","hash":"h3_1642576463","id":119},{"text":"CT Mobile Control Panel","hash":"h4_82973874","id":120},{"text":"Applications","hash":"h4_1592714635","id":121},{"text":"Remote Detailing","hash":"h4_1401231549","id":122},{"text":"Fixes","hash":"h3_649865195","id":123},{"text":"Salesforce Metadata","hash":"h4_559203458","id":124}]},"1755":{"id":1755,"text":"To view metadata components included in the current installed CT Mobile version in your Salesforce org: Go to Setup → Apps → Packaging → Installed Packages. Click CT Mobile in the Package Name field. Click the View Components button. The list of metadata components opens. The list of metadata components that were removed from the CT Mobile managed package: Name Parent Object Type Available in Versions accountsubtitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 accounttitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 activity CTM Settings List View 3.33 activityrecordtype Mobile Custom DetailsSettings Custom Field 1.0 - 2.94 activitysubtitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 activitytitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 all Application List View 1.0 - 2.66 all Template List View 1.0 - 1.91 all Slide List View 1.0 - 1.91 all Widget List View 1.0 - 1.31 all Application List View 1.0 - 2.66 all Template List View 1.0 - 1.91 all Widget List View 1.0 - 1.31 base64code Widget Custom Field 1.31 - 2.55 calendar CTM Settings List View 3.33 casecommentid Application Custom Field 2.72 cloneapplication Application Button or Link 1.60 - 3.49 cloudservicesettingscontroller Apex Class 1.31 - 1.72 color Mobile Customization Custom Field 1.0 - 3.21 colorsettings CTM Settings List View 3.33 comments Custom Field 1.31 - 1.72 contactsubtitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 contacttitleapifield Mobile Application Setup Custom Field 1.0 - 2.4 credentials CTM Settings List View 3.33 criteriafieldlabel Mobile Customization CustomField 2.59 - 3.21 customobjects Mobile Menu Settings Custom Field 1.61 - 3.1 customrelatedlist CTM Settings List View 3.33 deleteattrfieldapi Mobile Application Setup Custom Field 1.0 - 1.87 delorder Slide Custom Field 1.31 - 2.4 demoapp_sources Document 1.0 - 2.77 detalizationfieldapi Mobile Application Setup Custom Field 1.0 - 3.21 detalizationobjectapiname Mobile Application Setup Custom Field 1.0 - 3.21 detalizationrecordtypeapi Mobile Application Setup Custom Field 1.0 - 3.21 directory Application Record Type 1.1 - 3.1 isaccountdeleteallowed Mobile Application Setup Custom Field 1.0 - 1.87 isactive Custom Field 1.31 - 1.72 iscontactdeleteallowed Mobile Application Setup Custom Field 1.0 - 1.87 isrecorddeleteallowed Mobile Application Setup Custom Field 1.0 - 2.41 isshared Application Custom Field 1.34 - 1.47 istrial Application Custom Field 1.34 - 1.47 isweekstartsonsunday Mobile Application Setup Custom Field 1.88 - 2.4 jvm_visit_hvnt_location Custom Label 3.2 keyvalue Custom Field 1.31 - 1.72 leadid Application Custom Field 2.58 - 2.62 linklist CTM Settings List View 3.33 mainsettings CTM Settings List View 3.33 mapping CTM Settings List View 3.33 menu CTM Settings List View 3.33 menuorder Mobile Menu Settings Custom Field 1.31 - 3.1 menusettings Top Level Objects Custom Field 1.76 - 1.78 minilayout CTM Settings List View 3.33 mobilemenusettings Custom Object 1.31 - 3.1 offlineobjects CTM Settings List View 3.33 ownermac Application Custom Field 1.34 - 1.47 priority Custom Field 1.31 - 1.72 product Application Custom Field 2.42 - 2.44 product2id Application Custom Field 2.66 productcondition Mobile Custom Details Settings Custom Field 1.31 - 1.60 productid Application Custom Field 1.31 - 1.47 profileid Mobile Custom Details Settings Custom Field 3.16 publishapplication Application Button or Link 1.0 - 3.50 pushkey Mobile Application Setup Custom Field 1.0 - 1.87 pushmastersecret Mobile Application Setup Custom Field 1.0 - 1.87 referencesubtitleapifield Mobile Application Setup Custom Field 1.1 - 2.4 referencetitleapifield Mobile Application Setup Custom Field 1.1 - 2.4 remotedetailing CTM Settings List View 3.33 remotedetailing Application Button or Link 2.93 - 3.49 remotedetailing Slide Button or Link 2.97 - 3.49 selfdetailing Application Button or Link 3.8 - 3.49 settings Tab 1.31 - 2.41 settings Visualforce Page 1.31 - 3.50 sharedview Application Button or Link 2.87 - 2.91 showaccounts Mobile Menu Settings Custom Field 1.31 - 3.1 showcalendar Mobile Menu Settings Custom Field 1.31 - 3.1 showcalls Mobile Menu Settings Custom Field 1.31 - 3.1 showchatter Mobile Menu Settings Custom Field 1.31 - 3.1 showcontacts Mobile Menu Settings Custom Field 1.31 - 3.1 showcontent Mobile Menu Settings Custom Field 1.31 - 3.1 showdirectory Mobile Menu Settings Custom Field 1.31 - 3.1 showpresentations Mobile Menu Settings Custom Field 1.31 - 3.1 showquizzes Mobile Menu Settings Custom Field 1.31 - 3.1 showroutes Mobile Menu Settings Custom Field 1.31 - 3.1 slide Tab 1.0 - 1.91 standardrelatedlist CTM Settings List View 3.33 status Mobile Customization Custom Field 1.31 - 3.21 template Tab 1.0 - 1.91 test_mobilemenusettingscontroller Apex Class 1.34 - 3.1 test_multi Slide Custom Field 2.92 test_pick Slide Custom Field 2.92 testclmpackage Apex Class 1.0 - 1.3 testcurrency Application Custom Field 2.91 - 2.92 testnewslidecontroller Apex Class 1.0 - 1.3 testnewwidgetcontroller Apex Class 1.0 - 1.3 testtemplatecodefieldcontroller Apex Class 1.0 - 1.3 testwidgetwizardcontroller Apex Class 1.0 - 1.3 toplevelobjects Mobile Application Setup Custom Field 1.65 - 1.75 toplevelobjects Top Level Objects Custom Field 1.76 - 1.78 toplevelobjects Custom Object 1.76 - 3.1 uploadattachments Application Button or Link 2.63 - 2.76 url Custom Field 1.31 - 1.72","title":"List of Metadata Components Removed from CT Mobile Package","component":"ctmobile-ios","version":"3.0","name":"list-of-metadata-components-removed-from-ct-mobile-package","url":"/ctmobile-ios/3.0/news/ct-mobile-package-release-notes/list-of-metadata-components-removed-from-ct-mobile-package.html","titles":[]},"1756":{"id":1756,"text":"Here you could find a feature, the link to the corresponding article, and the date since the feature became available. The comparison of the Remote Detailing versions is available here. Remote Detailing 2.0 and Self Detailing 2.0 are parts of the CT Presenter solution. The CT Presenter features depend on the version of the CT Mobile package are available here. With an active CT Mobile license for Salesforce, share CLM presentations with Microsoft Teams meeting attendees using the CT Presenter app. When viewing a CLM presentation, participants' devices will not go to sleep. Support for the secure ctm.secureQuery method during the Self-Detailing meeting. The pointer icon next to a participant will be highlighted when the presenter grants the participant the appropriate permission. Participants can turn on the video or share the screen in a browser. The presenter can select the participant’s video or screen to show it on the main screen instead of the CLM presentation. During the visit creation, Remote Detailing 2.0. notifies a user about CLM presentations not found on the server. Display the warning that the current user has no permission to launch the Remote Detailing session. The Remote Detailing 2.0 servers have moved to the new connected app. Available for users of CT Mobile package v. 3.63 and higher. The ability to specify whether the participant is required to add the email to access the Remote Detailing meeting. Display all active and available for Remote Detailing meetings CLM presentations during the Remote Detailing meeting when CLM presentations are not set for the Activity record. The ability to open a scenario from the launched CLM presentation. Participants will be automatically logged out from the Remote Detailing meeting when the presenter is absent more than the specified time interval. It is forbidden to use some JS Bridge methods in the CLM presentation during the Self Detailing meeting. The connection is set to collect statistics via the integration user during the Self Detailing meeting. If enabled, the chat history will be saved and linked to the corresponding Activity record.","title":"Remote Detailing 2.0 Release Notes","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/news/remote-detailing-2-0-release-notes/index.html","titles":[{"text":"July 15, 2022","hash":"_july_15_2022","id":1},{"text":"December 27, 2021","hash":"_december_27_2021","id":2},{"text":"December 25, 2021","hash":"_december_25_2021","id":3},{"text":"November 16, 2021","hash":"_november_16_2021","id":4},{"text":"November 12, 2021","hash":"_november_12_2021","id":5},{"text":"October 13, 2021","hash":"_october_13_2021","id":6},{"text":"October 8, 2021","hash":"_october_8_2021","id":7},{"text":"August 31, 2021","hash":"_august_31_2021","id":8},{"text":"August 27, 2021","hash":"_august_27_2021","id":9},{"text":"August 9, 2021","hash":"_august_9_2021","id":10},{"text":"July 12, 2021","hash":"_july_12_2021","id":11},{"text":"July 7, 2021","hash":"_july_7_2021","id":12},{"text":"June 29, 2021","hash":"_june_29_2021","id":13}]},"1757":{"id":1757,"text":"Here you can find a comparison between Remote Detailing 1.0 and Remote Detailing 2.0. Feature Remote Detailing 1.0 Remote Detailing 2.0 Integration into CT Mobile No Since CT Mobile 2.5 Integration with Microsoft Teams No Yes Launch from CT Mobile app, mobile browser, or web browser Yes Yes Ability to add Terms of Use to be accepted by guests No Yes Ability to make it mandatory to provide email No Yes Displaying all active and available for Remote Detailing CLM presentations when CLM presentations are not specified for the meeting No Yes The ability to switch between multiple CLM presentations and custom scenarios Yes Yes JS Bridge methods Yes Yes Collecting feedback on guest views, interactions and likes Yes Yes Tracking the presenter and guests IP addresses, browsers for audit No Yes Recording a meeting for audit No In future releases Sharing CLM presentations with guests in a Self Detailing mode Yes Yes Adapted user interface for a desktop and mobile No Yes Informing the presenter and guests on connections quality and details Yes Yes The horizontal scaling No Yes","title":"Remote Detailing Versions Comparison","component":"ctmobile-ios","version":"3.0","name":"remote-detailing-versions-comparison","url":"/ctmobile-ios/3.0/news/remote-detailing-2-0-release-notes/remote-detailing-versions-comparison.html","titles":[]},"1758":{"id":1758,"text":"Here we highlight the required actions due to Salesforce Releases affecting CT Mobile operation. Salesforce Update: Enable Multi-Factor Authentication Salesforce Winter '22 Release Salesforce Spring '21 Release Salesforce Winter '21 Release Salesforce Winter '20 Release: Critical Updates","title":"Salesforce Updates","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/news/salesforce-updates/index.html","titles":[]},"1759":{"id":1759,"text":"In the new release, Salesforce is restricting the login ability for users belonging to standard external Community profiles or Portal profiles. It means that users who are assigned to standard external profiles will not be able to log in into the customer’s Community or Portal unless the customer opted out or turned on the applicable preference in Communities or Site Settings prior to the release. ISV applications will not be accessible by such users. To avoid disruptions: Clone the standard Community/Portal profile(s) currently in use for login, change object permissions to meet their business needs, and re-assign active users to the new profile. If continued use of standard external profiles is required, go to Setup → Release Updates → activate Allow Users to Use Standard External Profiles to Self-Register and Log Into Communities and Portals. In the case of using standard external profiles in the test Apex classes or otherwise, update all components that refer to standard profiles if step 2 is not taken. The setup is complete. Also, the sync process has been optimized to support an updated security policy that affects users with a Partner Community license.","title":"Salesforce Spring '21 Release","component":"ctmobile-ios","version":"3.0","name":"salesforce-spring-21-release","url":"/ctmobile-ios/3.0/news/salesforce-updates/salesforce-spring-21-release.html","titles":[]},"1760":{"id":1760,"text":"Salesforce prepares an update concerning the security of the Salesforce products. Since February 1, 2022, Salesforce will begin requiring customers to enable multifactor authorization (MFA) to access Salesforce products. For more information, go to: Announcement of the Future Requirements to Enable Multi-Factor Authentication (MFA) (published 15 March 2021) Salesforce Multi-Factor Authentication F.A.Q. MFA Quick Guide for Admins (for all Salesforce Products) (PDF) How to Roll Out Multi-Factor Authentication If you cannot meet the MFA requirement until February 1, 2022, you would not be aligned with the terms of the Salesforce usage agreement. If you have any questions regarding the MFA rollout, we recommend creating a case to Salesforce. Although the MFA requirement is contractual, and users should have the configured MFA when logging in through the user interface, starting February 1, 2022, users will not be blocked from logging into Salesforce unless MFA is configured. Salesforce will announce any features added in Salesforce Core for enforcement, and the enforcement will occur over several releases. We recommend reading Multi-Factor Authentication (MFA) Enforcement Roadmap. If you are planning a staged MFA rollout for different categories of users, Salesforce highly recommends starting with administrators because they control data and security within your Salesforce org. Since CT Mobile 2.1, all standard CT Mobile releases include the OAuth 2.0 protocol to meet MFA. If you are using the standard CT Mobile app from the App Store, no additional action is required on your part. If you are using the custom CT Mobile 2.1 or higher with the enabled OAuth 2.0, no additional action is required on your part. We notify you to perform the following actions: If you are using the custom CT Mobile 2.1 or higher and have disabled OAuth 2.0 by custom code, enable OAuth 2.0 to provide MFA. If you are using the standard CT Mobile 1.9.6 or custom CT Mobile below 2.1, do one of the following actions: Migrate to the latest version of the standard CT Mobile app. Enable OAuth 2.0 in your CT Mobile app by custom code.","title":"Salesforce Update: Enable Multi-Factor Authentication","component":"ctmobile-ios","version":"3.0","name":"salesforce-update-enable-multi-factor-authentication","url":"/ctmobile-ios/3.0/news/salesforce-updates/salesforce-update-enable-multi-factor-authentication.html","titles":[{"text":"Important Notes","hash":"h2_868831931","id":1},{"text":"Prepare your CT Mobile to Salesforce Update","hash":"h2_1535437264","id":2}]},"1761":{"id":1761,"text":"Table of Contents Announced Critical Updates Impacted Functionality Recommended Actions Grant Permissions to Custom Settings Via Profile Settings Via Permission Set Settings Grant Permission to Custom Metadata Type Via Profile Settings Via Permission Set Settings Salesforce has announced two critical updates to be released at the beginning of 2020. The administrator of the CT Mobile package must perform additional configuration for the current profiles before the update is released, otherwise, the CT Mobile package’s proper functioning will be impossible. Require Customize Application permission for direct read access to custom settings Currently, users without Customize Application permission can read custom settings using different APIs that Salesforce provides. Following the \"secure by default\" approach, read access for users without Customize Application permission will be revoked with this update. The system administrator needs to perform the actions that are described in this article to allow access to custom settings to non-admin CT Mobile users (via profiles or permission sets). 3 January 2020 Require Customize Application permission for direct read access to custom metadata types Currently, users without Customize Application permission can read unprotected custom metadata types using different APIs that Salesforce provides. Following the \"secure by default\" approach, read access for users without Customize Application permission will be revoked with this update. The system administrator needs to perform the actions that are described in this article to explicitly grant access to custom metadata types to non-admin CT Mobile users (via profiles or permission sets). 17 February 2020 You can allow direct read access to custom settings and custom metadata types by editing: Profile settings. Configure each profile separately, or you can edit a permission set and assign it to all users you want to grant read access to. Permission Set settings. To avoid manually configuring a new permission set, assign the preconfigured permission sets to users or administrators and perform a full synchronization. Since all settings for the CT Mobile package are stored within the custom settings and custom metadata types, if the required permissions are not set for appropriate profiles, any type of synchronization will not be available. To avoid possible issues, we recommend you perform a test configuration for your package before the automatic updates take place. The update can be manually activated and rolled back after testing. Follow the instructions below to set up desired profiles and check proper package functioning. Use the sandbox to perform testing. If you encounter any issues, please, address them to Salesforce support immediately. To set up permissions or direct read access to custom settings for a profile: Go to Setup → Users → Profiles. Click Edit next to a profile you want to configure. Go to the Enabled Custom Setting Definitions Access section. Click Edit. Select the following Available Custom Setting Definitions from the list: all package custom setting definitions with the CT Mobile prefix; all project-specific custom setting definitions (any additional non-package custom settings added by the company’s admin); the Digital Signature Settings custom setting definition (if the Documents module is used on your project). Click Add. Click Save. The setup is complete. Assign the newly configured profile to the required users. To set up permissions for direct read access to custom settings for a permission set: Go to Setup → Users → Permission Sets. Select a permission set that you want to configure, or create a new permission set. On the Permission Set Overview page that opens, scroll to the Apps section and click Custom Settings Definitions. On the next page, click Edit next to the Custom Settings Definitions. Select the following Available Custom Setting Definitions from the list: all package custom setting definitions with the CT Mobile prefix; all project-specific custom setting definitions (any additional non-package custom settings added by the company’s admin); the Digital Signature Settings custom setting definition (if the Documents module is used on your project). Click Add. Click Save. The setup is complete. Assign the newly configured permission set to the required users. To set permission for direct read access to custom metadata types for a profile: Go to Setup → Users → Profiles. Select a profile. Go to the Enable Custom Metadata Type Access section. Click Edit. Select the following Available Custom Metadata Types: package metadata types: CT Mobile.clm.CT Mobile.Replication CT Mobile.clm.CT Mobile.Workflow CT Mobile.clm.CT Mobile.Workflow Step all project-specific metadata types (any additional non-package metadata types). Click Add. Click Save. The setup is complete. Assign the newly configured profile to the required users. To set up permission for direct read access to custom metadata types for a permission set: Go to Setup → Users → Permission Sets. Select a permission set that you want to configure, or create a new permission set. On the Permission Set Overview page that opens, scroll to the Apps section and click Custom Metadata Types. On the next page, click Edit next to the Custom Metadata Types. Select the following Available Custom Metadata Types: package metadata types: CT Mobile.clm.CT Mobile.Replication CT Mobile.clm.CT Mobile.Workflow CT Mobile.clm.CT Mobile.Workflow Step all project-specific metadata types (any additional non-package metadata types). Click Add. Click Save. The setup is complete. Assign the newly configured permission set to the required users.","title":"Salesforce Winter '20 Release: Critical Updates","component":"ctmobile-ios","version":"3.0","name":"salesforce-winter-20-release-critical-updates","url":"/ctmobile-ios/3.0/news/salesforce-updates/salesforce-winter-20-release-critical-updates.html","titles":[{"text":"Announced Critical Updates","hash":"h2_1033053122","id":1},{"text":"Impacted Functionality","hash":"h3_1457068314","id":2},{"text":"Recommended Actions","hash":"h3_1936122314","id":3},{"text":"Grant Permissions to Custom Settings","hash":"h2_1632814593","id":4},{"text":"Via Profile Settings","hash":"h3_215964704","id":5},{"text":"Via Permission Set Settings","hash":"h3_1992642846","id":6},{"text":"Grant Permission to Custom Metadata Type","hash":"h2_1934844072","id":7},{"text":"Via Profile Settings","hash":"h3_1572484603","id":8},{"text":"Via Permission Set Settings","hash":"h3_1394622334","id":9}]},"1762":{"id":1762,"text":"Due to Salesforce does not support the Private Browsing mode (Incognito) in Lightning Experience, do not use this mode in any browser when working with the following: CT Mobile Control Panel Geolocation Center Notification Center Application Editor (including custom scenario editing) The Quiz page layout. Otherwise, set up third-party cookies to use the CT Mobile package features in Lightning Experience via the incognito mode. For example, if you are using Google Chrome, follow the instructions here.","title":"Salesforce Winter '21 Release","component":"ctmobile-ios","version":"3.0","name":"salesforce-winter-21-release","url":"/ctmobile-ios/3.0/news/salesforce-updates/salesforce-winter-21-release.html","titles":[]},"1763":{"id":1763,"text":"In this release, Salesforce enforces the scope of an OAuth token used to authenticate a Lightning app. The scope of an OAuth token is defined in a connected app. This change prevents a Lightning app from using OAuth tokens with unintended permissions. The OAuth scope should be set to one of the following values, depending on your app’s requirements. Allow access to Lightning applications (lightning) Provide access to custom applications (visualforce) Provide access to your data via the Web (web) Full access (full). Use this option only if none of the other options are sufficient. The CT Mobile and CT Presenter connected apps have full access, which means no actions are required to prepare for this update.","title":"Salesforce Winter '22 Release","component":"ctmobile-ios","version":"3.0","name":"salesforce-winter-22-release","url":"/ctmobile-ios/3.0/news/salesforce-updates/salesforce-winter-22-release.html","titles":[]},"1764":{"id":1764,"text":"Table of Contents Administrator Credentials Reset Settings Additional Settings Content Restore The Tools tab is intended to set up the security parameters for the proper operation of the CT Mobile app. Since CT Mobile package version 3.54, the administrator credentials are not used Click to view the interface The interface may vary according to the CT Mobile package version and environments. The current interface is related to the production environment. For users of CT Mobile package version below 3.54. Specify the Login, Password, and Token fields. Please refer to the Security Token article for additional information. CT Mobile receives metadata components within a ZIP archive. Administrator credentials should be valid to retrieve metadata components from ZIP-archive. If the mobile user is the administrator, all data, and metadata will be downloaded directly. The synchronization process can proceed without using administrator credentials and ZIP-archive with metadata components. In that case, some functionality, for example, validation rules, will not operate properly. The Administrator profile must have the Modify All and Modify Metadata Through Metadata API Functions permission, the assigned CT Mobile Administrator permission set, and access to all fields and objects. It is highly recommended to set up a separate Administrator account that would not be used elsewhere by anyone else. This will help to avoid account lock-out in the future. It is recommended to turn off password expiration for the Administrator profile, go to Setup → Users → Profiles → select the required profile → Administrative Permissions → set a flag next to Password Never Expires. Administrator credentials are stored encrypted in Salesforce. The downloading of metadata during the synchronization process includes the following steps: User authorization, uploading the general settings. The Modify All permission verification. If the user has the Modify All permission, all further requests are made on behalf of this user. Otherwise, the system proceeds to the steps described below. If a ZIP-archive with metadata components has been generated, the application downloads it. Otherwise, the system proceeds to the next step. Requesting the encrypted administrator credentials. Receiving the encrypted administrator credentials. The system attempts to decrypt credentials and log in. If the authorization is successful, the system sends requests for validation rules metadata and UserRole guide data. After that, the session completes, and all further requests are sent on behalf of the current user. Settings can be reset to those configured when the CT Mobile package was installed for the first time. This action is irreversible. This feature is available since the CT Mobile Package version 3.89. Authorize the Heroku service before refreshing the metadata archive (System Administrator profile permissions are required): Click Authorize button next to Authorize Heroku Service. Click Allow in the appeared authorization window. To work with the metadata archive, specify the Cloud Token first. Read more about the metadata archive here. Use the Download metadata archive button to download the metadata archive to the device. It can be useful for QA support in case of any issues with CT Mobile. Since the version 3.89 of CT Mobile package, please remove the archive component custom metadata type before refreshing the metadata archive. To work with the metadata archive, specify the Cloud Token first. Read more about the metadata archive here. Use the Refresh metadata archive button to refresh the metadata archive instead of the manual metadata archive collecting. This button is displayed only for users with the Modify All permission or who have been assigned the CT Mobile Administrator_ permission set. This feature is available until the CT Mobile Package version 3.89. Use the Refresh CTM Settings button to correct consistency errors between CTM Settings and Custom Settings. All records of CTM Settings will be deleted and re-created according to the corresponding records of custom settings. Click four times on the Administrator Credentials inscription to display the hidden setting. CTM Settings record with the custom record types will not be deleted. This feature is available until the CT Mobile Package version 3.89. To work with the metadata archive, specify the Cloud token first. Read more about the metadata archive here. Use the Remove metadata archive from the server button to remove the metadata archive from the server. This option is useful for QA purposes. Click four times on the Administrator Credentials inscription to display the hidden setting. When enabling the setting: Records of Menu Settings and Offline Objects and Related List Filters corresponding to the CTM Settings records will be deleted and will not be created when new settings are saved in the CT Mobile Control Panel. The CTM Settings record with the Offline Object record type and the New Settings Only value in the Description field is created. The Refresh CTM Settings button will be hidden after the page is refreshed. When turning off the setting: Records of Menu Settings and Offline Objects and Related List Filters are created based on the CTM Settings records. New settings in the CT Mobile Control Panel will be saved as CTM Settings and corresponding custom parameter records. The CTM Settings record with the Offline Object record type and the New Settings Only value in the Description field will be deleted. On CTM Settings records, the External Id field will be filled in. The Refresh CTM Settings button will be available after refreshing the page. Metadata Checker is intended to track any changes in the metadata components used in the CT Mobile app. This option helps maintain metadata consistency by rebuilding the metadata archive to reduce sync times and API calls. This toggle is displayed only for users with the Modify All permission or who have been assigned the CT Mobile Administrator permission set. To use cloud token, check remote site settings. Click Show to view the cloud token value. Click the Refresh button to update a cloud token. The cloud token update is necessary in case of a cloned sandbox. Also, the corresponding record should be activated again in Remote Site Settings. When the current token is changed, the previous one is stored in the Cloud-token-history document in the CT СLM folder. To view the history of token modifications, switch to Salesforce Classic, then go to the Documents → CT CLM → open the cloud-token-history document. Cloud token: Is a password, which encrypts a data dump before sending it to support via e-mail or to Salesforce, depending on settings in CT Mobile Control Panel: General. Is a part of the salt key that is used for encrypting administrator credentials. Is used to create an archive with actual metadata of the current Salesforce organization and download this metadata archive to the device. Is used when sending requests to external CT CLM services, such as: Creating and updating slides in the Application Editor, including PowerPoint and PDF files converting. The Plain Applications Editor, including PowerPoint files converting. The Remote Detailing functionality for CT Mobile iOS and CT Mobile Windows users. Available only in the Sandbox environments. This option helps you keep data consistent and make CLM presentations on the Customertimes server available to your Sandbox environment. All slide screenshots, attachments, and sources of CLM presentations available in your Production org are stored on the Customertimes server in the folder named the Org ID of this Production org. When you created the Sandbox, enter the Org ID of the Production org and click Copy to copy all sources of all active CLM presentations from this folder to the folder named the Org ID of the Sandbox environment. CLM presentations will be available for the Remote Detailing and Self Detailing meetings launched from the Sandbox environment. During synchronization, CT Mobile will download screenshots for each slide. If there is no CLM presentation on the Customertimes server, CT Mobile will take screenshots of the slides during synchronization.","title":"CT Mobile Control Panel: Tools","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/ct-mobile-control-panel-tools/index.html","titles":[{"text":"Administrator Credentials","hash":"h2_203730205","id":1},{"text":"Reset Settings","hash":"h2_1555872262","id":2},{"text":"Reset the CT Mobile Settings to default","hash":"h3_89412886","id":3},{"text":"Authorize Heroku Service","hash":"h3_886497060","id":4},{"text":"Download metadata archive","hash":"h3_847464003","id":5},{"text":"Refresh metadata archive","hash":"h3_1003786176","id":6},{"text":"Refresh CTM Settings","hash":"h3_1658362952","id":7},{"text":"Remove metadata archive from the server","hash":"h3_1380764274","id":8},{"text":"Additional Settings","hash":"h2_682569336","id":9},{"text":"New Settings Only","hash":"h3_840249901","id":10},{"text":"Scheduled metadata check","hash":"h3_1876917838","id":11},{"text":"Cloud Token","hash":"h3_2011978","id":12},{"text":"Content Restore","hash":"h2_682665167","id":13},{"text":"Production ID","hash":"h3_964087610","id":14}]},"1765":{"id":1765,"text":"For users of CT Mobile package version below 3.54. When you access Salesforce from an IP address that is outside your company’s trusted IP range using a desktop client or the API, you need a security token to log in. A security token is a case-sensitive alphanumeric code that you append to your password or enter it in a separate field in a client application. In case the security token is expired, some application functionality may be unavailable. The log will contain the following message: Administrator credentials are not valid. Validation rules and dashboards may work not properly in offline mode. To update the security token: Go to Setup → Users → Profiles and click the profile of your org administrator. Look for the Login IP Ranges section and back up all the settings for further use. Delete all the settings from the Login IP Ranges section. Go to Profile Settings. In the Reset My Security Token section, click Reset Security Token to send the new security token to your email address. Go to the CT Mobile Control Panel: Tools tab. Insert your new security token in the Token field. Click Save. Go to Setup → Users → Profiles and click the profile of your org administrator. In the Login IP Ranges section, restore all the settings. The security token is updated, and the application is ready for use. Run the full synchronization of the mobile app to apply the changes.","title":"Security Token","component":"ctmobile-ios","version":"3.0","name":"security-token","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/ct-mobile-control-panel-tools/security-token.html","titles":[{"text":"Updating Security Token","hash":"h2_597823325","id":1}]},"1766":{"id":1766,"text":"The Menu record type is intended to store settings for the main menu for a specific profile, such as the order of menu items, offline objects, and modules, the order of modules. To create or update the main menu settings, go to CT Mobile Control Panel: App Menu / CT Mobile Control Panel 2.0: App Menu. Record Type API Name: Menu Field API Name Type Description Component clm__Component__c Text(255) Stores an API Name of an offline object, module’s name, or name of a menu item, e.g., Home and Settings, that will be available in the main menu. A record of the Menu record type should be created per each component. External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Fields clm__Fields__c Long Text Area(32768) List of fields displayed in criteria setting and Records preview section while creating a new mobile list view, comma separated. If the list is not set, then all existing fields will be available for creating a new mobile list view. Files Download Enabled clm__IsFilesDownloadEnabled__c Checkbox Applies if the Component field has Content value. Defines the way how Library object must be downloaded during synchronization, as full content or as a preview. Interacts with the Background content loading parameter in the Application Settings. Available values: true: the attached file will be downloaded as full content: Background content loading is enabled: the full content of the Library object will be downloaded after synchronization with displaying a loader. Background content loading is disabled: the full content of the Library object will be downloaded after synchronization. false (default): the attached file will be downloaded as preview. Tap on the preview to download the full content: Background content loading is enabled: tap on the preview to download the full content. You can tap on several objects, they will be downloaded in a row. Background content loading is disabled: tap on the preview to download the full content. Tapping on several objects will not work, each object will be downloaded separately. Grouping field clm__GroupingField__c Text(255) Stores an API Name of a field for grouping records in the main menu. Specify only if an offline object is set in the clm__Component__c field. Order clm__Order__c Number(18,0) Stores the position of a component in the main menu. The order of menu items should be specified in the clm__MenuSettings__c field of Menu Settings and Offline Objects. А menu item should be listed in the clm__Component__c field, and its position should be set in the clm__Order__c field, for the mobile application on iOS devices. Org ID/Profile ID clm__OrgProfileId__c Text(255) Stores the profile’s ID. Left blank or specify an Organization ID to apply for all non-configured profiles. The SetupOwnerId field is no longer used. Sorting Order clm__SortingOrder__c Text(255) Stores an ascendant (ASC) or descendant (DESC) sorting order for menu item records. Specify only if an offline object is set in the clm__Component__c field.","title":"Menu","component":"ctmobile-ios","version":"3.0","name":"ctm-settings-menu","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/ctm-settings/ctm-settings-menu.html","titles":[]},"1767":{"id":1767,"text":"The Offline Objects record type is intended to store settings for an offline object, as well as permissions and available actions withm records of the offline object for a specific profile. To create or update the settings of offline objects, go to CT Mobile Control Panel: Offline Objects / CT Mobile Control Panel 2.0: Offline Objects. Record Type API name: OfflineObjects Field API Name Type Description Conflict Manager clm__IsConflictManagerEnabled__c Checkbox Allows the Conflict Manager functionality for records of the offline object. It is used to track the changes made in a single record in the mobile application and on the Salesforce side. Creating Allowed clm__IsCreatingAllowed__c Checkbox Enables the creation of records of the offline object. The permission to create a record cannot overcome the same profile permission. Criteria clm__Criteria__c Long Text Area(32768) Stores a SOQL query to filter records of the offline object to download in the mobile application. The criteria line should start with the 'WHERE' keyword. Deleting Allowed clm__IsDeletingAllowed__c Checkbox Enables the deletion of records of the offline object. The permission to delete a record cannot overcome the same profile permission. The records which have not been synchronized may always be deleted, no matter what access the profile is granted. Export Allowed clm__IsExportAllowed__c Checkbox If true, then the Export to File item is displayed in the Actions menu. Default value is false. External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Fields clm__Fields__c Long Text Area(32768) Stores a list of fields that should be always included in the Export to File workflow in the Actions menu. If the list is not set, then no required fields will be displayed. Files Download Option clm__FilesDownloadOption__c Checkbox Defines the way how a file attached to the offline object must be downloaded during synchronization. Available values: Skip (default): the attached file will not be downloaded. Preview: the attached file will be downloaded as preview. Tap on the preview to download the full content. Full: the attached file will be downloaded as full content. Files Filter clm__FilesFilter__c Long Text Area(32768) Filters SystemModStamp attribute for related files to restrict amount of files downloaded during synchronization and reduce the synchronization time. Object clm__Object__c Text(255) Stores an API Name of an offline object. Online Fetching clm__IsOnlineFetchingEnabled__c Checkbox Defines if the Load more records button is available in the application, in case some records of the offline object were not downloaded due to the criteria specified in the clm__Criteria__c field. Order clm__Order__c Number(18,0) Defines a sequence of offline objects' records to download. Org ID/Profile ID clm__OrgProfileId__c Text(255) Stores a profile’s ID. Left blank or specify an Organization ID to apply for all non-configured profiles. Quick Sync clm__IsQuickSyncEnabled__c Checkbox Allows Quick Record Synchronization for records of the offline object. Select Export Columns clm__IsAllowedSelectExportColumns__c Checkbox If true, then the user can select desired fields to export after tapping the Export to File item in the Actions menu. Default value is false. Speech Input Fields clm__SpeechInputFields__c Long Text Area(32768) Stores the list of text fields with enabled speech input, separated by comma. Summary Field clm__SummaryField__c Text(255) Stores the API name of the field specified in the Record Summary option of the CT Mobile Control Panel. Sync Recovery clm__SyncRecovery__c Picklist Enables Sync Recovery to deliver records that could not be synchronized to Salesforce anyway. If the parameter is filled with a specific value, it enables the work of Apex web service and passes the data to Salesforce through it. An empty value means that the web service is not involved. Direct access means the pushing of the record changes directly to an object via the additional web service. Proxy object means the pushing of the record changes as a modifiable JSON file in the Sync Log object attachments.","title":"Offline Objects","component":"ctmobile-ios","version":"3.0","name":"ctm-settings-offline-objects","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/ctm-settings/ctm-settings-offline-objects.html","titles":[]},"1768":{"id":1768,"text":"The Standard Related List record type is intended to store settings for a standard related list of a specific offline object, as well as permissions and available actions with records of the standard related list for a specific profile. To create or update the settings for the standard related lists, go to CT Mobile Control Panel: Offline Objects / CT Mobile Control Panel 2.0: Offline Objects. The following system variables can be used as a criterion: $User $UserRole $Profile For example, the {$User.Id} criterion specified in parameters will automatically be set to a current user ID. Using such system variables will dynamically query the data relevant to the current user. Record Type API name: StandardRelatedList Field API Name Type Description Component clm__Component__c Text(255) List of menu items available in the CT Mobile menu. Conflict Manager clm__IsConflictManagerEnabled__c Checkbox The Conflict Manager is used to track the changes made in a single record in the mobile application and on the Salesforce side. Creating Allowed clm__IsCreatingAllowed__c Checkbox Enable to create records: Of the offline object, if the API Name of this object is set in the clm__sObjectRelated__c field. Of the related list’s object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. The permission to create a record cannot overcome the same profile permission. Criteria clm__Criteria__c Long Text Area(32768) Stores a SOQL query to filter related objects' records in the standard related list to display. Tap the switch button on the Related tab in the mobile application to display all records or only records that are eligible for criteria. The criteria line should start with the WHERE keyword. Default View clm__View__c Text(255) Stores the Timeline value to display records in Timeline view. In other cases, left blank. Deleting Allowed clm__IsDeletingAllowed__c Checkbox Enable to delete records: Of the offline object, if the API Name of this object is set in the clm__sObjectRelated__c field. Of the related list’s object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. The permission to delete a record cannot overcome the same profile permission. The records which have not been synchronized may always be deleted, no matter what access the profile is granted. External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Grouping Field clm__GroupingField__c Text(255) The API name of the field by which the entries will be grouped in the lists. Object clm__Object__c Text(255) The API name of the offline object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Object Record Type clm__ObjectRecordType__c Text(255) Stores an API Name of a record type of the offline object that is specified in the clm__Object__c field. Online Fetching clm__IsOnlineFetchingEnabled__c Checkbox The setting defines if the Load more records button is available in the application. Order clm__Order__c Number(18, 0) The parameter defines the loading order of an offline object during synchronization. Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Quick Sync clm__IsQuickSyncEnabled__c Checkbox Enable Quick Record Synchronization for records of the offline object. Reference Field clm__ReferenceField__c Text(255) Stores an API Name of the field of the related object with a reference to the record of the parent object specified in the clm__Object__c field. Related Object clm__RelatedObject__c Text(255) the API Name of the offline object, if the setting is applicable for this object; the API Name of the related list’s object, if the setting is applicable for the records of the related list. Sorting Criteria clm__SortingCriteria__c Text(255) Stores a field to sort records in Timeline view if the Timeline value is set in the clm__View__c field. Sorting Order clm__SortingOrder__c Text(255) Stores an ascendant (ASC) or descendant (DESC) sorting order for records of a standard related list. Do not specify the field if the Timeline value is set in the clm__View__c field. Sync Recovery clm__SyncRecovery__c Text(255) Enable Sync Recovery to deliver records that could not be synchronized to Salesforce anyway. Available values: An empty value means that the web service is not involved. Direct access means the pushing of the record changes directly to an object via the additional web service. Proxy object means the pushing of the record change as a modifiable JSON file in the Sync Log object attachments.","title":"Standard Related List","component":"ctmobile-ios","version":"3.0","name":"ctm-settings-standard-related-list","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/ctm-settings/ctm-settings-standard-related-list.html","titles":[]},"1769":{"id":1769,"text":"Table of Contents Permissions Current limitations Migration to the CTM Settings Records CTM Settings is intended to store settings defined in the CT Mobile Control Panel. CTM Settings has record types that correspond to specific custom settings. Object API name: clm__CTMSettings__c Assign the preconfigured permission sets: CT Mobile Administrator and CT Mobile User. Depending on their type, all users should have required access to CTM Settings. There is no need to specify sharing rules for records of the CTM Settings object. During synchronization, only settings related to the current user will be downloaded. Any changes to the settings must be made using the CT Mobile Control Panel. Manually changing the custom settings or CTM Settings records can cause data inconsistencies between Salesforce and the CT Mobile app. Due to the limitations of custom settings and since CT Mobile 2.2: Settings for the menu, offline objects, and standard related lists will b saved both in custom settings and CTM Settings. To support consistency of applied settings, the ID of the record of the corresponding custom settings will be specified in the clm__ExternaId__c field of the CTM Settings record with the corresponding record type. Settings for the menu offline objects and standard related lists will be downloaded to the CT Mobile app from the records of CTM Settings with the following record types. Menu Offline Objects Standard Related List Other settings will still be downloaded from custom settings. The CT Mobile Control Panel displays settings of the menu, offline objects, and standard related lists given the CTM Settings records and other settings given custom settings. For devices with installed CT Mobile below 2.2, all settings for the CT Mobile app are still synchronized from custom settings. The table below contains all CTM Settings record types, corresponding custom settings to them, the CT Mobile Control Panel tabs for a setup, and the CT Mobile version, since which the logic of working with the CTM Settings object is supported. All CTM Settings record types have already been added to the CT Mobile package. The table below is incomplete and is filled out based on the supported CTM Settings record types. CTM Settings Record Type Custom Setting CT Mobile Control Panel Tab CT Mobile Release CT Mobile Package CT Mobile iOS CT Mobile Windows CT Mobile Android CT Mobile Android 2.0 Activity Mobile Application Setup Calendar No Future Calendar Mobile Application Setup Calendar Color Settings Mobile Customization Color Settings Credentials API Key / Mobile Credential Data Tools Link List Mobile Link Lists App Menu Main Settings Mobile Application Setup General Mapping Mobile Application Setup General Menu Menu Settings and Offline Objects App Menu Since 3.34.7 Since 2.2 Since 1.3 No Mini Layouts Mobile Mini Layout Settings Mini Layouts Future Offline Objects Menu Settings and Offline Objects Offline Objects Since 3.34.7 No Since 1.3 No Remote Detailing CLM Settings Presenter Future Standard Related Lists Related List Filters Offline Objects, Custom Details Since 3.34.7 Since 2.2 Since 1.3 Since 2.1","title":"CTM Settings","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/ctm-settings/index.html","titles":[{"text":"Permissions","hash":"h2_1375710402","id":1},{"text":"Current limitations","hash":"h2_687217078","id":2},{"text":"Migration to the CTM Settings Records","hash":"h2_1914523927","id":3}]},"1770":{"id":1770,"text":"API Key is a protected hierarchic custom setting to store the cloud token. For an easy setup, go to CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools. Please refer to CT Mobile Managed Package Update to v. 3.54 to understand changes when using the cloud token. Custom setting API name: clm__APIKey__c Field API Name Type Description Cloud Token clm__CLMCloudToken__c Text(255) The cloud token value.","title":"API Key","component":"ctmobile-ios","version":"3.0","name":"api-key","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/custom-settings/api-key.html","titles":[]},"1771":{"id":1771,"text":"Starting from CT Mobile iOS 3.0, the setting has been moved to CTM Settings. CLM Settings is the custom setting that stores preferences to display CLM presentations via the Remote Detailing functionality. For an easy setup, go to CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing. Custom setting API name: clm__CLMSettings__c Field API-name Type Description Application List Field clm__ApplicationsListField__c Text(255) The field API name of the Activity object for the Application IDs storing, for example, ApplicationIds__c. The field to store Application IDs should have the same API name on any Activity object for the Remote Detailing or Self Detailing session. Audio Record Enabled clm__IsAudioRecordEnabled__c Checkbox If enabled, the audio of the Remote Detailing session will be recorded and saved as the Attachment record with the audio file and linked to the Activity object. Call Repeat Allowed clm__IsCallRepeatAllowed__c Checkbox If enabled, the presenter can resume the finished Remote Detailing session. The statistics will be collected after resuming the Remote Detailing session; If specified, the same value will be assigned for all profiles. CRM Data Sharing Enabled clm__IsRDJSAPIEnabled__c Checkbox If enabled, certain JS Bridge methods will be available on the CLM presentation during the Remote Detailing or Self Detailing session. Delete After (days) clm_AudioCleanupAfter__c Number The expiration date, after which the audio record should be deleted from the Activity record. It is used when the clm__IsAudioRecordEnabled__c checkbox is active. The default value is 30. Detailed Stats Enabled clm__IsRDDetailedStatsEnabled__c Checkbox If enabled, the statistics per slide will be gathered for each participant at the meeting. Email Required Field clm__EmailRequiredField__c Text(255) The field API name of the Activity object, for example,IsEmailRequired__c. It indicates if the user is required to provide an email on the Welcome screen to access the Remote Detailing meeting. Endpoint URL clm__RestServicePrefix__c Text(255) Not applied since CT Mobile package v. 3.63. For the Self Detailing mode, the URL of a site is used for collecting statistics. Link Field clm__LinkField__c Text(255) The field API name of the Activity object for the invitation link storing, for example, RDLink__c. If specified, the same value will be used for all profiles. The field to store an invitation link should have the same API name on any Activity object for the Remote Detailing or Self Detailing session. Login URL clm__LoginURL__c Text The URL of the current Salesforce instance and unique URL(s) for a community, e.g., https://COMMUNITY_URL.cs129.force.com/ (separated by a comma, without blank spaces). Remote Detailing Enabled clm__IsRDEnabled__c Checkbox If enabled, the Remote Detailing functionality is allowed, and an invitation link will be generated on the Activity record. Session timeout (in seconds) clm__SessionTimeout__c Number(18, 0) The time interval during which a participant does not perform any action. When the time interval is reached, the session expires. The participant will be logged out, and their statistics will be sent to Salesforce. Subdomain Name clm_SubdomainName_c Text(255) Stores the subdomain name, if the Custom Subdomain Enabled / Custom Domain option is enabled. Text Chat Enabled clm__IsRDChatEnabled__c Checkbox If enabled, the participants of the Remote Detailing session can interact in the chat on the CLM-presentation screen. Text Chat History Enabled clm__IsRDChatLogEnabled__c Checkbox If enabled, the chat history will be saved as the Attachment record with the .html file and linked to the selected Activity record. Video Streaming clm__IsRDVideoStreamingEnabled__c Checkbox If enabled, the participants of the Remote Detailing session can stream video and audio. The presenter has the ability to enable/disable audio and video streaming per participant.","title":"CLM Settings","component":"ctmobile-ios","version":"3.0","name":"clm-settings","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/custom-settings/clm-settings.html","titles":[]},"1772":{"id":1772,"text":"CT Mobile Replication is a custom metadata type to keep data up to date on the device in case of modified sharing rules. During the fast or mixed synchronization, only records with the modified SystemModStamp field will be downloaded. However, if you changed sharing rules (via organization-wide defaults or per each record), the value in the SystemModStamp field is not modified. Specify the CT Mobile Replication setting to download the corresponding records and hide records, which are no longer available. The CT Mobile Replication is affected when the specified date and time in the clm__Date__c field are later than the current date and time. Specify and refresh the value in this field manually, or create an Apex class to refresh the field’s value with the date and time on the schedule. CT Mobile Replication helps to speed up the synchronization process by uploading separate metadata components. The common use cases are presented here. Custom metadata type API name: clm__Replication__mdt Field API Name Type Description Affected Users clm__UserIds__c Long Text (131072) User ID(s) who have been affected by the change of the data access model. The 15- and 18-digit IDs are supported. Since CT Mobile 2.3, If the affected users are not specified, the CT Mobile Replication setting will be applied to all users. Components clm__Components__c Long Text (32768) The list of metadata components that were altered. Date clm__Date__c Date/Time The date and time of changes are used as the major criterion when the application requests data. Object Name clm__ObjectAPIName__c Text (255) The API name of the object with updated access rights. Package Size clm__PackageSize__c Double (4,0) The number of selected object’s records with all fields in the SOQL query. The default value is 300 records of IDs. SELECT field_names FROM table_name WHERE id IN ('18-digit_id','',..) Specify the value to reduce the number of API calls considering that the size of the SOQL query cannot exceed 20 000 characters. For more information, please refer to SOQL and SOSL limits. Related Objects clm__RelatedObjects__c Long Text (32678) The API name(s) of related objects whose records must be downloaded to the CT Mobile app again. Type clm__Type__c Picklist The type of setting: Data Metadata","title":"CT Mobile Replication","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-replication","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/custom-settings/ct-mobile-replication.html","titles":[]},"1773":{"id":1773,"text":"Parameters defined in the CT Mobile Control Panel are stored by the system in the following custom settings: API Key CLM Settings Menu Settings and Offline Objects Mobile Application Setup Mobile Credential Data Mobile Custom Details Settings Mobile Customization Mobile Link Lists Mobile Mini Layout Settings Related List Filters Trigger Settings CT Mobile Replication Due to the limitations of custom settings, a new custom CTM Settings object will be used to store settings defined in the CT Mobile Control Panel. Until transferring for new logic is complete, settings will be stored both in custom settings and in the CTM Settings object.","title":"Custom Settings","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/custom-settings/index.html","titles":[]},"1774":{"id":1774,"text":"Menu Settings and Offline Objects is a custom setting to store object details that are uploaded offline and are displayed in the Mobile Application main menu, according to a user profile. Settings of the main menu are also stored as records of the Menu record type of the custom CTM Settings object. For an easy setup, go to CT Mobile Control Panel. CT Mobile Control Panel makes duplicates of the offline objects list in Related List Filters so that to be able to use an unlimited offline objects list. Custom setting API name: clm__TopLvlObjects__c Field API Name Type Description Conflict Manager Attribute clm__ConflictManagerAttribute__c Text(255) List of attributes for managing conflict records in CT Mobile app and Salesforce. Available values: true 1 false 0 Group Fields clm__GroupFields__c Text(255) List of fields' API names responsible for records grouping in the menu on the left side. If the field is left blank, records will be grouped by the title of a compact layout. Menu Settings clm__MenuSettings__c Text(255) List of menu items available in the CT Mobile menu. Offline Objects clm__TopLvlObjects__c Text(255) List of objects' API names available in the CT Mobile. Online Attribute clm__OnlineAttribute__c Text(255) List of attributes used to display a link for records loading in the menu on the left side. Available values: true 1 false 0 Sort Order clm__SortOrder__c Text(255) The list of sorting operators is applied to the selected grouping fields. Available values: ASC DESC If a sorting operator is not set, the sorted order is ASC. Sort order is applied only to the grouping sections, records in groups are sorted alphabetically.","title":"Menu Settings and Offline Objects","component":"ctmobile-ios","version":"3.0","name":"menu-settings-and-offline-objects","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/custom-settings/menu-settings-and-offline-objects.html","titles":[]},"1775":{"id":1775,"text":"Starting from CT Mobile iOS 3.0, the setting has been moved to CTM Settings: Main Settings, Calendar, and Activity record types. Mobile Application Setup is a hierarchical setup structure where the data related to the target system model and the global settings of the mobile application are stored. For an easy setup, go to CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General, CT Mobile Control Panel 2.0: Activities. Custom setting API name: clm__ApplicationSetup__c Field API Name Type Description Account Full Address Field clm__AccountFullAddressAPIField__c Text(255) The API name of the field on the Account object is used to store the address of the organization, e.g., country, city, building. etc. The value in this field is used in the Maps widget if the value is not set in the clm__AccountGeolocationAPIField__c field or this field is absent. Account Geolocation Field clm__AccountGeolocationAPIField__c Text(255) The API name of the field with the Location type or the Address type on the Account object is used to store the geolocation of the organization. The value in this field is used to get the location in the Routes and Nearby Accounts modules. Activity \"IsDone\" field API name clm__ActivityDoneAPI__c Text(255) The API name of the field on the Activity object is used as an additional attribute showing that the Activity is finished. The field is used when the Start/Finish functionality is enabled. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity \"IsLocked\" field API name clm__ActivityIsLockedAPI__c Text(255) The API name of the field on the Activity object is used as an additional attribute showing that the Activity is locked for editing. The field is used when both Start/Finish and Lock/Unlock functionalities are enabled. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Description field API Name clm__ActivityDescriptionAPI__c Text(255) The API name of the field on the Activity object is used to store the description of the activity. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity End Date field API name clm__ActivityEndDateAPI__c Text(255) The API name of the field on the Activity object is used to store the end date of the activity. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Geolocation field API name clm__ActivityGeolocationAPIField__c Text(255) The API name of the field with the geolocation type on the Activity object. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Lookup Field API name clm__ActivityFieldAPI__c Text(255) The API name of the field with the lookup type from the Application Stats object to the Activity object. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Object API Name clm__ActivityObjectAPIName__c Text(255) API-name of the Activity object. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Start Date API name clm__ActivityDateAPI__c Text(255) The API name of the field on the Activity object used to store the start date of the activity. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Activity Status field API name clm__ActivityStatusAPI__c Text(255) The API name of the field on the Activity object with the picklist type displays the activity status. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Allow Web Sharing clm__AllowWebSharing__c Checkbox If enabled, add the Web Share button to the CLM presentation record that allows you to embed the CLM presentation on the website page. Click the Web Share button, xref:ctmobile-ios:: the height and width of the CLM presentation window, and click Generate. Copy and paste the code into the website page markup. Use the arrows to navigate on the slide carousel. JS Bridge as well as CTAPPGoTo functionality are not available. App Install URL clm__AppInstallURL__c Text(255) The direct link to CT Mobile app in the App Store. Bing Maps Windows API key clm__BingMapsWindowsAPIKey__c Text(255) Access key to Bing Maps services for CT Mobile Windows users that allows using Bing Maps in the Routes and Nearby Accounts modules and the Maps widget. Calendar View clm__CalendarView__c Text(255) The default view in the Calendar module. Available values: Day Week Month Capture Geoposition clm__CaptureGeoposition__c Checkbox The field is used to capture the position information when the Activity is started and both Start/Finish and Lock/Unlock functionalities are enabled. CloudToken clm__CloudToken__c Text(255) The CT Mobile services access token. Depending on the CT Mobile package and CT Mobile app version, the cloud token may be stored in the API Key custom setting. Debug Level clm__DebugLevel__c Text(255) Defines sync logs must be stored Available values: None. Logging is disabled. Error. The Sync Log record is created when an error occurred. All. The Sync Log record is created for each synchronization. Enabling the All option for a long time will result in an overflow of the data storage at Salesforce and a significant increase in the mobile application sync time. Event Duration clm__DefaultEventDuration__c Number(3, 0) Default Activity duration in minutes when created in the Calendar module. Geo Trace Interval clm__GeoTraceInterval__c Number(18,0) Time interval (in seconds) between capturing the user’s current geolocation in the background. To disable the geotracking functionality, set the 0 value. Google Maps Android API Key clm__GoogleMapsAndroidAPIKey__c Text(255) Access key to Google Maps services allows CT Mobile Android users to work with Google Maps in the Routes and Nearby Accounts modules and the Maps widget. Google Maps iOS API Key clm__GoogleMapsAPIKey__c Text(255) Access key to Google Maps services allows CT Mobile iOS users to work with Google Maps in the Routes and Nearby Accounts modules and the Maps widget. Google Maps Javascript API Key clm__GoogleMapsJSKey__c Text(255) Access key to Google Maps services allows users to work with Google Maps in the Geolocation center. Image Quality clm__ImageQuality__c Number(3,0) Image compression functionality (CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General). The attached images and taken photos may be compressed to reduce the amount of data. Lock/Unlock Record clm__EnableLockUnlock__c Checkbox Lock Activities for editing after finishing and unlock for editing when starting and when both Start/Finish and Lock/Unlock functionalities are enabled. Metadata Last Modified Date clm__MetadataLastModifiedDate__c Date/Time The date of the last metadata change is used as a criterion for running mixed synchronization and loading metadata changes. Passcode Enabled clm__IsPasscodeEnabled__c Checkbox If enabled, the PIN code is required to access the CT Mobile app. Person Account Enabled clm__IsPersonAccountsEnabled__c Checkbox If enabled, Person Accounts are used in the CT Mobile app. Product lookup field API name clm__ProductFieldAPI__c Text(255) The API name of the field with the lookup type from the Application object to the Product object. Product Object API Name clm__ProductObjectAPIName__c Text(255) The API name of the Product object. PUSH Identifier clm__PUSHHUBName__c Text(255) Push notifications identifier. Reference Object API Name clm__ReferenceObjectAPIName__c Text(255) The API name of the Reference object. Show week switch clm__IsWeekSwitchShowed__c Checkbox If enabled, mobile users can use the toggle to display or hide weekends on the calendar grid. If disabled, weekends are always displayed. Start/Finish Functionality clm__EnableStartFinish__c Checkbox Enable the Start/Finish functionality. Support Email clm__SupportEmail__c Email The support email is used to send the data dump and screenshots of sync errors. Theme clm__Theme__c Text(255) The color code in the RGB color model of the application theme. Unfinished Activity Allowed clm__IsUnfinishedActivityAllowed__c Checkbox If enabled along with the Start/Finish functionality, mobile users can leave the started Activity record to work with other CT Mobile app functionalities. Update Start/End Date Fields clm__UpdateDateFields__c Checkbox Refresh the current values of the start and end date at the activity opening/closing and when the Start/Finish functionality is enabled. Visible Hour Range clm__VisibleHourRange__c Text(255) The hour range is displayed in the Day and Week calendar view in the Calendar module. Week Format clm__WeekFormat__c Text(255) The week format: first day of the week, first working day, last working day in the two lowercase letters format, e.g., mo,tu,fr. It is possible to switch modes of interactive content display. The selected mode of interactive content display is employed on all CLM presentations in the system. To activate and configure this specific functionality, which may not be available throughout all the systems, create the RenderingEngine__c field with the text type and populate it with a value. This parameter is needed in case the system contains complex CLM presentations using Аngular and other JS frameworks, where there are difficulties with the display of connected templates and parts of the HTML code. Field API Name Type Description Rendering Engine RenderingEngine__c Text(255) Available values: ui is using UIWebView. Not a very efficient classic. Not in use since CT Mobile 2.3. wk is the default value for using WKWebView. Faster operation on the devices with iOS10 and later wks is the value of using WKWebView with a local server. Not recommended on slow devices.","title":"Mobile Application Setup","component":"ctmobile-ios","version":"3.0","name":"mobile-application-setup","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/custom-settings/mobile-application-setup.html","titles":[{"text":"CLM Presentations Display Mode","hash":"h2_993073976","id":1}]},"1776":{"id":1776,"text":"For users of CT Mobile package version below 3.54. Mobile Credential Data is a custom setting to store encrypted administrator credentials to access Salesforce Metadata API via APEX logic. For an easy setup, go to CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools. Custom setting API name: clm__MobileCredentialData__c Field API Name Type Description Key Value clm__KeyValue__c Text(255) The value to decipher the encrypted credentials and security token. Login clm__Login__c Text(255) The administrator’s login. Password clm__Password__c Text(255) The administrator password. Token clm__Token__c Text(255) The security token.","title":"Mobile Credential Data","component":"ctmobile-ios","version":"3.0","name":"mobile-credential-data","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/custom-settings/mobile-credential-data.html","titles":[]},"1777":{"id":1777,"text":"Starting from CT Mobile iOS 3.0, the setting has been moved to CTM Settings. Mobile Custom Details Settings is a setting of the list type that is responsible for the display and layout of the Detailing tab on the record screen of any object. For an easy setup, go to CT Mobile Control Panel: Custom Details / CT Mobile Control Panel 2.0: Custom Details. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Custom setting API name: clm__MobileActivityDataCustomization__c Field API Name Type Description Column Width clm__ColumnWidth__c Text(255) List of values (separated by a comma, without blank space) to define each column’s percentage width. The 0 value means that the column is not affected by width setting, i.e., it will occupy the rest of the working area. The 100 value means that the column will squeeze out all the other columns from the working area. Custom Fields Layout clm__CustomFieldsLayout__c Text(255) List of API names (separated by a comma, without blank space) of object fields for the display in the table row. Data Object Name clm__DataObjectName__c Text(255) The API name of the object of displayed/created records. Data Record Type clm__DataRecordType__c Text(255) The API name of the record type of displayed or created records. Drilldown enabled clm__IsDrilldownEnabled__c Checkbox Whether drilling down to record details when taping on a record in the table is allowed. Is Record Addition Allowed clm__IsRecordAdditionAllowed__c Checkbox Whether the creation of new records is allowed. If a profile is granted access to create records in the mobile app, it is not granted access to create records of the related object by default. Is Record Delete Allowed clm__IsRecordDeleteAllowed__c Checkbox Whether deleting of records is allowed. If a profile is granted access to delete records in the mobile app, it is not granted access to delete records of the related object by default. The records which have not been synced may be always deleted no matter what access the profile is granted. Is Related List Layout clm__IsRelatedListLayout__c Checkbox If enabled, the table’s columns are created according to the settings in the related list’s layout. Lookup Field API name clm__LookupFieldAPI__c Text(255) The API name of the relationship field through which child records are related to the parent record. For standard Event or Task objects, the lookup field cannot be created due to Salesforce limitations. In this case, create and specify an EventId__c field with the text type to store the Event Id on the object that stands for the Event Data object. Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Parent Object clm__ParentObject__c Text(255) The object on which the Detailing tab will be displayed. Parent Object Record Type clm__ParentObjectRecordType__c Text(255) The record type of the object, on which the Detailing tab will be displayed. Read Only Attribute clm__ReadonlyAttribute__c Text(255) The attribute defines whether a field must be read-only. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__CustomFieldsLayout__c. Record Condition clm__RecordCondition__c Text Area(255) The criterion is to sort records and display only matching ones. When two or more records are applied, fields are sorted by column one. If the first column has several identical values, these lines are sorted by column two. Required Attribute clm__RequiredAttribute__c Text(255) The attribute defines whether a field must be filled out. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__CustomFieldsLayout__c. Show Application Launcher clm__isApplicationLaunchEnabled__c Checkbox Reserved. Sorting Field Name clm__SortingFieldName__c Text(50) The API name of the field for sorting records in the list. Tab Label clm__TabLabel__c Text(50) The name of the Detailing tab. Custom Labels allow displaying different tab names in various locales and can be used as a source for the Detailing tab when $Label.label_name is set in the tab name. The mobile application will automatically apply the tab name translation specified for the given custom label depending on the locale. Tab Order clm__Order__c Number(3,0) The tab sequence number for the display on the Detailing tab. If several records have the same ordinal number, the tabs will be arranged alphabetically according to the value in the clm__TabLabel__c field or the corresponding custom label.","title":"Mobile Custom Details Settings","component":"ctmobile-ios","version":"3.0","name":"mobile-custom-details-settings","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/custom-settings/mobile-custom-details-settings.html","titles":[]},"1778":{"id":1778,"text":"Starting from CT Mobile iOS 3.0, the setting has been moved to CTM Settings. Mobile Customization is a custom setting to store custom color settings for statuses, types, or other attributes of selected objects. For an easy setup, go to CT Mobile Control Panel: Color Settings / CT Mobile Control Panel 2.0: Colors. Custom setting API name: clm__MobileCustomization__c Field API Name Type Description Colors clm__Colors__c Text(255) Color RGB-code for each value of the criteria filed, for example, rgb(208,209,209). Criteria Field clm__CriteriaField__c Text(255) API-name of criteria field Object clm__Object__c Text(255) API-name of an object to which the settings are applied Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Values clm__Values__c Text(255) The list of picklist values of the criteria field.","title":"Mobile Customization","component":"ctmobile-ios","version":"3.0","name":"mobile-customization","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/custom-settings/mobile-customization.html","titles":[]},"1779":{"id":1779,"text":"Starting from CT Mobile iOS 3.0, the setting has been moved to CTM Settings. Mobile Link Lists is a custom setting to store custom links for the Links module. For an easy setup, go to CT Mobile Control Panel: App Menu / CT Mobile Control Panel 2.0: App Menu. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Custom setting API name: clm__MobileLinkLists__c Field API Name Type Description Category clm__Category__c Text(255) The specific category for a link. Description clm__Description__c Text(255) The specific description for a link. Navigation enabled clm__IsNavigationEnabled__c Checkbox If enabled, the user could navigate through a site within the CT Mobile app. Order clm__Order__c Number(18,0) The order number of a link. Profile clm__Profile__c Text(255) The profile for which link was specified. URL clm__URL__c URL(255) The URL address of the link.","title":"Mobile Link Lists","component":"ctmobile-ios","version":"3.0","name":"mobile-link-lists","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/custom-settings/mobile-link-lists.html","titles":[]},"1780":{"id":1780,"text":"Starting from CT Mobile iOS 3.0, the setting has been moved to CTM Settings. Mobile Mini Layout Settings is a custom setting that is used to set up a mini-layout to create a new record in the CT Mobile app. For an easy setup, go to CT Mobile Control Panel: Mini Layouts / CT Mobile Control Panel 2.0: Mini Layouts. Custom setting API name: clm__MobileLayoutSettings__c Field API Name Type Description Action clm__Action__c Text(255) System Event ID: New Fields clm__Fields__c Text(255) List of API names (separated by a comma, without blank space) of object fields to be displayed in the record creation window. Read Only clm__ReadAttribute__c Text(255) The attribute defines whether a field must be read-only. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__Fields__c. The attribute is not in use. Recordtype Developer Name clm__RecordTypeDeveloperName__c Text(255) API-name of the object record type to which this parameter will be applied. Required clm__RequiredAttribute__c Text(255) The attribute defines whether a field must be filled out. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__Fields__c. SObject clm__SObject__c Text(255) API-name of the object on which a record is being created. Sort clm__Sort__c Text(255) SOQL-criteria of sorting records. The Attribute is not applied anymore. Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles.","title":"Mobile Mini Layout Settings","component":"ctmobile-ios","version":"3.0","name":"mobile-mini-layout-settings","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/custom-settings/mobile-mini-layout-settings.html","titles":[]},"1781":{"id":1781,"text":"Related List Filters is a setting of the list type to store data about filters applied to the corresponding related lists of records while displaying them in the mobile application. This parameter is also responsible for selection criteria that are used for offline object data upload. For an easy setup, go to CT Mobile Control Panel: Offline Objects / CT Mobile Control Panel 2.0: Offline Objects. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. The following system variables can be used as criteria: $User $UserRole $Profile For example, the {$User.Id} criterion specified in parameters will automatically be set to a current user ID. Using such system variables will dynamically query the data relevant to the current user. Custom setting API Name: clm__MobileRelatedListFilters__c Field API Name Type Description Conflict Manager clm__isConflictManagerEnabled__c Checkbox The Conflict Manager is used to track the changes made in a single record in the mobile application and on the Salesforce side. Create Allowed clm__isCreateAllowed__c Checkbox Enable to create records: Of the offline object, if the API Name of this object is set in the clm__sObjectRelated__c field. Of the related list’s object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. The permission to create a record cannot overcome the same profile permission. Delete Allowed clm__isDeleteAllowed__c Checkbox Enable to delete records: Of the offline object, if the API Name of this object is set in the clm__sObjectRelated__c field. Of the related list’s object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. The permission to delete a record cannot overcome the same profile permission. The records which have not been synchronized may always be deleted, no matter what access the profile is granted. Group Field clm__GroupFieldAPIName__c Text(255) The API name of the field by which the entries will be grouped in the lists. Online Fetching clm__isOnlineFetchingEnabled__c Checkbox The setting defines if the Load more records button is available in the application. Order clm__Order__c Number(18, 0) The parameter defines the loading order of an offline object during synchronization. Parent Object clm__ParentObject__c Text(255) The API name of the offline object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Profile clm__Profile__c Text(255) Quick Record Sync clm__IsQuickSyncEnabled__c Checkbox Enable Quick Record Synchronization for records of the offline object. RecordType clm__RecordType__c Text(255) The API Name of a record type of the offline object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Related List Filters clm__isRelatedListFilter__c Checkbox An attribute defines whether the parameter belongs to the records of the related list’s object. Related Object clm__sObjectRelated__c Text(255) The API Name of the offline object, if the setting is applicable for this object; the API Name of the related list’s object, if the setting is applicable for the records of the related list. Relationship Name clm__RelationshipName__c Text(255) Not in use. Show Application Launcher clm__isApplicationLaunchEnabled__c Checkbox If the API Name of the related list’s object is set in the clm_sObjectRelated__c field. SOQL Filter clm__SOQL__c Text(255) The SOQL query to filter: records of the offline object for displaying in the mobile application, if the API Name of this object is set in the clm__sObjectRelated__c field. records of the related list for displaying in the mobile application, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Sort Order clm__SortOrder__c Text(255) The parameter defines the ascending (ASC) or descending (DESC) sorting order of records in the list. Sort Tree by Field clm__SortTreeByFieldName__c Text(255) The API name of a field with the date or date/time type to display the related list records in the timeline view if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Sync Recovery clm__SyncRecovery__c Text(255) Enable Sync Recovery to deliver records that could not be synchronized to Salesforce anyway. Available values: An empty value means that the web service is not involved. Direct access means the pushing of the record changes directly to an object via the additional web service. Proxy object means the pushing of the record change as a modifiable JSON file in the Sync Log object attachments.","title":"Related List Filters","component":"ctmobile-ios","version":"3.0","name":"related-list-filters","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/custom-settings/related-list-filters.html","titles":[]},"1782":{"id":1782,"text":"Trigger Settings is a custom setting that is used to switch off the triggers of the CT Mobile package. By default, the Trigger Settings records are active for each trigger. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Custom setting API name: clm__TriggerSettings__c Field API Name Type Description Active clm__IsActive__c Checkbox If disabled, the corresponding trigger is inactive. Comments clm__Comments__c Text Area(255) Description. Trigger API Name Trigger Context Description ApplicationProcess before delete The trigger sends the IDs of the deleting CLM presentations to the Customertimes server. AttachmentProcess after insert after update The trigger checks the attachment is related to the slide or CLM presentation, sends the slide or CLM presentation attachment to the Customertimes server, and updates the parent record of the attachment if applied. The Attachment record label must contain the .ppt or .html value. SlideProcess after insert after update before delete before insert before update The trigger checks whether it is necessary to send CLM presentation slides to the Customertimes server to update their order or delete irrelevant ones. TemplateProcess after insert after update before insert before update The trigger generates or updates CLM presentation slides according to the selected template. WidgetProcess after insert after update before delete before insert before update The trigger generates or updates CLM presentation slides.","title":"Trigger Settings","component":"ctmobile-ios","version":"3.0","name":"trigger-settings","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel/custom-settings/trigger-settings.html","titles":[{"text":"The List of CT Mobile Triggers","hash":"h2_588925148","id":1}]},"1783":{"id":1783,"text":"Activity is a record type where settings related to activities are stored. For an easy setup, go to CT Mobile Control Panel 2.0: Activities. Custom setting API name: Activity Field API Name Type Description \"IsDone\" field clm__IsDoneField__c Text(255) The API name of the field on the Activity object is used as an additional attribute showing that the Activity is finished. The field is used when the Start/Finish functionality is enabled. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. End Date field clm__EndDateField__c Text(255) The API name of the field on the Activity object is used to store the end date of the activity. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Fields clm__Fields__c Text(255) List of API names of fields specified for activities copying, comma separated. Geolocation field clm__GeolocationField__c Text(255) The API name of the field with the geolocation type on the Activity object. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Reference Field clm__ReferenceField__c Text(255) The API name of the field with the lookup type from the Application Stats object to the Activity object. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Object clm__Object__c Text(255) API-name of the Activity object. If several Activity objects are used, the API names should be specified separated by a comma, without blank space. Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Start Date Field clm__StartDateField__c Text(255) The API name of the field on the Activity object used to store the start date of the activity. If several Activity objects are used, the API names should be specified separated by a comma, without blank space.","title":"Activity","component":"ctmobile-ios","version":"3.0","name":"ctm-settings-activity","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ctm-settings/ctm-settings-activity.html","titles":[]},"1784":{"id":1784,"text":"Calendar is a record type where settings related to Calendar module are stored. For an easy setup, go to CT Mobile Control Panel 2.0: Activities. Record type API name: Calendar Field API Name Type Description Default View clm__View__c Text(255) The default view in the Calendar module. Available values: Day Week Month External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Get Geolocation clm__IsGetGeolocationEnabled__c Checkbox The field is used to capture the position information when the Activity is started and both Start/Finish and Lock/Unlock functionalities are enabled. Duration clm__Duration__c Number(3, 0) Default Activity duration in minutes when created in the Calendar module. Lock/Unlock clm__IsLockUnlockEnabled__c Checkbox Lock Activities for editing after finishing and unlock for editing when starting and when both Start/Finish and Lock/Unlock functionalities are enabled. Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. \"Start/Finish\" clm__IsStartFinishEnabled__c Checkbox Enable the Start/Finish functionality. Unfinished Activity Allowed clm__IsUnfinishedActivityAllowed__c Checkbox If enabled along with the Start/Finish functionality, mobile users can leave the started Activity record to work with other CT Mobile app functionalities. Update Start/Finish Date clm__IsUpdateStartFinishDateEnabled__c Checkbox Refresh the current values of the start and end date at the activity opening/closing and when the Start/Finish functionality is enabled. Visible Range clm__VisibleRange__c Text(255) The hour range is displayed in the Day and Week calendar view in the Calendar module. Week Format clm__WeekFormat__c Text(255) The week format: first day of the week, first working day, last working day in the two lowercase letters format, e.g., mo,tu,fr. Weekend Switcher clm__IsWeekendSwitcherEnabled__c Checkbox If enabled, mobile users can use the toggle to display or hide weekends on the calendar grid. If disabled, weekends are always displayed.","title":"Calendar","component":"ctmobile-ios","version":"3.0","name":"ctm-settings-calendar","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ctm-settings/ctm-settings-calendar.html","titles":[]},"1785":{"id":1785,"text":"Color Settings is a custom setting to store custom color settings for statuses, types, or other attributes of selected objects. For an easy setup, go to CT Mobile Control Panel 2.0: Colors. Record Type API name: ColorSettings Field API Name Type Description Colors clm__Colors__c Text(255) Color RGB-code for each value of the criteria filed, for example, rgb(208,209,209). Criteria Field clm__CriteriaField__c Text(255) API-name of criteria field External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Object clm__Object__c Text(255) API-name of an object to which the settings are applied Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Values clm__Values__c Text(255) The list of picklist values of the criteria field.","title":"Color Settings","component":"ctmobile-ios","version":"3.0","name":"ctm-settings-color-settings","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ctm-settings/ctm-settings-color-settings.html","titles":[]},"1786":{"id":1786,"text":"Mobile Custom Details Settings is a setting of the list type that handles the display and layout of the Detailing tab on the record screen of any object. For an easy setup, go to CT Mobile Control Panel 2.0: Custom Details. Record Type API name: CustomRelatedList Field API Name Type Description Column Widths clm__ColumnWidths__c Text(255) List of values (separated by a comma, without blank space) to define each column’s percentage width. The 0 value means that the column is not affected by width setting, i.e., it will occupy the rest of the working area. The 100 value means that the column will squeeze out all the other columns from the working area. Fields clm__Fields__c Text(255) List of API names (separated by a comma, without blank space) of object fields for the display in the table row. External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Related Object clm__RelatedObject__c Text(255) The API name of the object of displayed/created records. Related Object Record Type clm__RelatedObjectRecordType__c Text(255) The API name of the record type of displayed or created records. Drilldown enabled clm__IsDrilldownEnabled__c Checkbox Whether drilling down to record details when taping on a record in the table is allowed. Creating Allowed clm__IsCreatingAllowed__c Checkbox Whether the creation of new records is allowed. If a profile is granted access to create records in the mobile app, it is not granted access to create records of the related object by default. Deleting Allowed clm__IsDeletingAllowed__c Checkbox Whether deleting of records is allowed. If a profile is granted access to delete records in the mobile app, it is not granted access to delete records of the related object by default. The records which have not been synced may be always deleted no matter what access the profile is granted. Reference Field clm__ReferenceField__c Text(255) The API name of the relationship field through which child records are related to the parent record. For standard Event or Task objects, the lookup field cannot be created due to Salesforce limitations. In this case, create and specify an EventId__c field with the text type to store the Event Id on the object that stands for the Event Data object. Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Object clm__Object__c Text(255) The object on which the Detailing tab will be displayed. Object Record Type clm__ObjectRecordType__c Text(255) The record type of the object, on which the Detailing tab will be displayed. Order clm__Order__c Number(18, 0) The parameter defines the loading order of an offline object during synchronization. Read-Only Attributes clm__ReadOnlyAttributes__c Text(255) The attribute defines whether a field must be read-only. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__Fields__c. Criteria clm__Criteria__c Text Area(255) The criterion is to sort records and display only matching ones. When two or more records are applied, fields are sorted by column one. If the first column has several identical values, these lines are sorted by column two. Required Attributes clm__RequiredAttributes__c Text(255) The attribute defines whether a field must be filled out. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__Fields__c. Sorting Criteria clm__SortingCriteria__c Text(50) The API name of the field for sorting records in the list. Label clm__Label__c Text(50) The name of the Detailing tab. Custom Labels allow displaying different tab names in various locales and can be used as a source for the Detailing tab when $Label.label_name is set in the tab name. The mobile application will automatically apply the tab name translation specified for the given custom label depending on the locale.","title":"Custom Related List","component":"ctmobile-ios","version":"3.0","name":"ctm-settings-custom-related-list","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ctm-settings/ctm-settings-custom-related-list.html","titles":[]},"1787":{"id":1787,"text":"Link List is a record type to store custom links for the Links module. For an easy setup, go to CT Mobile Control Panel 2.0: App Menu. Record type API name: LinkList Field API Name Type Description Category clm__Category__c Text(255) The specific category for a link. Description clm__Description__c Text(255) The specific description for a link. External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Label clm__Label__c Text(255) Label of the link. Navigation clm__IsNavigationEnabled__c Checkbox If enabled, the user could navigate through a site within the CT Mobile app. Order clm__Order__c Number(18,0) The order number of a link. Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. URL clm__URL__c URL(255) The URL address of the link.","title":"Link List","component":"ctmobile-ios","version":"3.0","name":"ctm-settings-link-list","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ctm-settings/ctm-settings-link-list.html","titles":[]},"1788":{"id":1788,"text":"Main Settings is a record type where the data related to the target system model and the global settings of the mobile application are stored. For an easy setup, go to CT Mobile Control Panel 2.0: General, CT Mobile Control Panel 2.0: Activities. Record type API name: MainSettings Field API Name Type Description Auto Sync Frequency clm__AutoSyncFrequency__c Number(18,0) Frequency for automatic synchronization, in minutes. Available values: From 15 minutes to 24 hours, in steps of 15 minutes. Default value: 15 minutes. Full Address Field clm__FullAddressField__c Text(255) The API name of the field on the Account object is used to store the address of the organization, e.g., country, city, building. etc. The value in this field is used in the Maps widget if the value is not set in the clm__GeolocationField__c field or this field is absent. External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Geolocation Field clm__GeolocationField__c Text(255) The API name of the field with the Location type or the Address type on the Account object is used to store the geolocation of the organization. The value in this field is used to get the location in the Routes and Nearby Accounts modules. Bing Maps Windows API key clm__BingMapsWindowsAPIKey__c Text(255) Access key to Bing Maps services for CT Mobile Windows users that allows using Bing Maps in the Routes and Nearby Accounts modules and the Maps widget. Debug Level clm__DebugLevel__c Text(255) Defines sync logs must be stored Available values: None. Logging is disabled. Error. The Sync Log record is created when an error occurred. All. The Sync Log record is created for each synchronization. Enabling the All option for a long time will result in an overflow of the data storage at Salesforce and a significant increase in the mobile application sync time. Tracking Interval clm__Interval__c Number(18,0) Time interval (in seconds) between capturing the user’s current geolocation in the background. To disable the geotracking functionality, set the 0 value. Google Maps Android API Key clm__GoogleMapsAndroidAPIKey__c Text(255) Access key to Google Maps services allows CT Mobile Android users to work with Google Maps in the Routes and Nearby Accounts modules and the Maps widget. Google Maps iOS API Key clm__GoogleMapsIOSAPIKey__c Text(255) Access key to Google Maps services allows CT Mobile iOS users to work with Google Maps in the Routes and Nearby Accounts modules and the Maps widget. Google Maps Javascript API Key clm__GoogleMapsJSKey__c Text(255) Access key to Google Maps services allows users to work with Google Maps in the Geolocation center. Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Passcode Enabled clm__IsPasscodeEnabled__c Checkbox If enabled, the PIN code is required to access the CT Mobile app. Person Account Enabled clm__IsPersonAccountsEnabled__c Checkbox If enabled, Person Accounts are used in the CT Mobile app. Product Object clm__ProductObject__c Text(255) The API name of the Product object. Quality clm__Quality__c Number(3,0) Image compression functionality (CT Mobile Control Panel 2.0: General). The attached images and taken photos may be compressed to reduce the amount of data. Metadata Last Modified Date clm__MetadataLastModifiedDate__c Date/Time The date of the last metadata change is used as a criterion for running mixed synchronization and loading metadata changes. Reference Object clm__ReferenceObject__c Text(255) The API name of the Reference object. Email clm__Email__c Email The support email is used to send the data dump and screenshots of sync errors.","title":"Main Settings","component":"ctmobile-ios","version":"3.0","name":"ctm-settings-main-settings","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ctm-settings/ctm-settings-main-settings.html","titles":[]},"1789":{"id":1789,"text":"The Menu record type is intended to store settings for the main menu for a specific profile, such as the order of menu items, offline objects, and modules, the order of modules. To create or update the main menu settings, go to CT Mobile Control Panel 2.0: App Menu. Record Type API Name: Menu Field API Name Type Description Component clm__Component__c Text(255) Stores an API Name of an offline object, module’s name, or name of a menu item, e.g., Home and Settings, that will be available in the main menu. A record of the Menu record type should be created per each component. External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Fields clm__Fields__c Long Text Area(32768) List of fields displayed in criteria setting and Records preview section while creating a new mobile list view, comma separated. If the list is not set, then all existing fields will be available for creating a new mobile list view. Files Download Enabled clm__IsFilesDownloadEnabled__c Checkbox Applies if the Component field has Content value. Defines the way how Library object must be downloaded during synchronization, as full content or as a preview. Interacts with the Background content loading parameter in the Application Settings. Available values: true: the attached file will be downloaded as full content: Background content loading is enabled: the full content of the Library object will be downloaded after synchronization with displaying a loader. Background content loading is disabled: the full content of the Library object will be downloaded after synchronization. false (default): the attached file will be downloaded as preview. Tap on the preview to download the full content: Background content loading is enabled: tap on the preview to download the full content. You can tap on several objects, they will be downloaded in a row. Background content loading is disabled: tap on the preview to download the full content. Tapping on several objects will not work, each object will be downloaded separately. Grouping field clm__GroupingField__c Text(255) Stores an API Name of a field for grouping records in the main menu. Specify only if an offline object is set in the clm__Component__c field. Order clm__Order__c Number(18,0) Stores the position of a component in the main menu. The order of menu items should be specified in the clm__MenuSettings__c field of Menu Settings and Offline Objects. А menu item should be listed in the clm__Component__c field, and its position should be set in the clm__Order__c field, for the mobile application on iOS devices. Org ID/Profile ID clm__OrgProfileId__c Text(255) Stores the profile’s ID. Left blank or specify an Organization ID to apply for all non-configured profiles. The SetupOwnerId field is no longer used. Sorting Fields clm__SortingFields__c Long Text Area(32768) Stores the list of API names of sorting fields specified for the menu item records, comma separated. Sorting Order clm__SortingOrder__c Text(255) Stores an ascendant (ASC) or descendant (DESC) sorting order for menu item records. Specify only if an offline object is set in the clm__Component__c field.","title":"Menu","component":"ctmobile-ios","version":"3.0","name":"ctm-settings-menu","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ctm-settings/ctm-settings-menu.html","titles":[]},"1790":{"id":1790,"text":"The Mini Layout record type is intended to store settings for a mini layout to create a new record in the CT Mobile app. To create or update the settings of mini layouts, go to CT Mobile Control Panel 2.0: Mini Layouts. Record Type API name: MiniLayout Field API Name Type Description External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Fields clm__Fields__c Long Text Area(32768) Stores a list of fields that should be always included in the Export to File workflow in the Actions menu. If the list is not set, then no required fields will be displayed. Object clm__SObject__c Text(255) Stores an API Name of a mini layout. Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Object Record Type clm__ObjectRecordType__c Text(255) API-name of the object record type to which this parameter will be applied. Required Attributes clm__RequiredAttributes__c Text(255) The attribute defines whether a field must be filled out. Specify a list of true and false values (separated by a comma, without blank space) for every field specified in clm__Fields__c.","title":"Mini Layout","component":"ctmobile-ios","version":"3.0","name":"ctm-settings-mini-layout","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ctm-settings/ctm-settings-mini-layout.html","titles":[]},"1791":{"id":1791,"text":"The Offline Objects record type is intended to store settings for an offline object, as well as permissions and available actions withm records of the offline object for a specific profile. To create or update the settings of offline objects, go to CT Mobile Control Panel 2.0: Offline Objects. Record Type API name: OfflineObjects Field API Name Type Description Conflict Manager clm__IsConflictManagerEnabled__c Checkbox Allows the Conflict Manager functionality for records of the offline object. It is used to track the changes made in a single record in the mobile application and on the Salesforce side. Creating Allowed clm__IsCreatingAllowed__c Checkbox Enables the creation of records of the offline object. The permission to create a record cannot overcome the same profile permission. Criteria clm__Criteria__c Long Text Area(32768) Stores a SOQL query to filter records of the offline object to download in the mobile application. The criteria line should start with the 'WHERE' keyword. Deleting Allowed clm__IsDeletingAllowed__c Checkbox Enables the deletion of records of the offline object. The permission to delete a record cannot overcome the same profile permission. The records which have not been synchronized may always be deleted, no matter what access the profile is granted. Export Allowed clm__IsExportAllowed__c Checkbox If true, then the Export to File item is displayed in the Actions menu. Default value is false. External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Fields clm__Fields__c Long Text Area(32768) Stores a list of fields that should be always included in the Export to File workflow in the Actions menu. If the list is not set, then no required fields will be displayed. Files Download Option clm__FilesDownloadOption__c Checkbox Defines the way how a file attached to the offline object must be downloaded during synchronization. Available values: Skip (default): the attached file will not be downloaded. Preview: the attached file will be downloaded as preview. Tap on the preview to download the full content. Full: the attached file will be downloaded as full content. Files Filter clm__FilesFilter__c Long Text Area(32768) Filters SystemModStamp attribute for related files to restrict amount of files downloaded during synchronization and reduce the synchronization time. Object clm__Object__c Text(255) Stores an API Name of an offline object. Online Fetching clm__IsOnlineFetchingEnabled__c Checkbox Defines if the Load more records button is available in the application, if some records of the offline object were not downloaded due to the criteria specified in the clm__Criteria__c field. Order clm__Order__c Number(18,0) Defines a sequence of offline objects' records to download. Org ID/Profile ID clm__OrgProfileId__c Text(255) Stores a profile’s ID. Left blank or specify an Organization ID to apply for all non-configured profiles. Quick Sync clm__IsQuickSyncEnabled__c Checkbox Allows Quick Record Synchronization for records of the offline object. Select Export Columns clm__IsAllowedSelectExportColumns__c Checkbox If true, then the user can select desired fields to export after tapping the Export to File item in the Actions menu. Default value is false. Speech Input Fields clm__SpeechInputFields__c Long Text Area(32768) Stores the list of text fields with enabled speech input, separated by comma. Summary Field clm__SummaryField__c Text(255) Stores the API name of the field specified in the Record Summary option of the CT Mobile Control Panel. Sync Recovery clm__SyncRecovery__c Picklist Enables Sync Recovery to deliver records that could not be synchronized to Salesforce anyway. If the parameter is filled with a specific value, it enables the work of Apex web service and passes the data to Salesforce through it. An empty value means that the web service is not involved. Direct access means the pushing of the record changes directly to an object via the additional web service. Proxy object means the pushing of the record changes as a modifiable JSON file in the Sync Log object attachments.","title":"Offline Objects","component":"ctmobile-ios","version":"3.0","name":"ctm-settings-offline-objects","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ctm-settings/ctm-settings-offline-objects.html","titles":[]},"1792":{"id":1792,"text":"Remote Detailing is the record type that stores preferences to display CLM presentations via the Remote Detailing functionality. For an easy setup, go to CT Mobile Control Panel 2.0: Remote Detailing. Custom setting API name: RemoteDetailing Field API-name Type Description Application List Field clm__ApplicationsListField__c Text(255) The field API name of the Activity object for the Application IDs storing, for example, ApplicationIds__c. The field to store Application IDs should have the same API name on any Activity object for the Remote Detailing or Self Detailing session. Remote Detailing: Audio Record Enabled clm__IsRDAudioRecordEnabled__c Checkbox If enabled, the audio of the Remote Detailing session will be recorded and saved as the Attachment record with the audio file and linked to the Activity object. Remote Detailing: Call Repeat Allowed clm__IsRDCallRepeatAllowed__c Checkbox If enabled, the presenter can resume the finished Remote Detailing session. The statistics will be collected after resuming the Remote Detailing session; If specified, the same value will be assigned for all profiles. CRM Data Sharing Enabled clm__IsRDJSAPIEnabled__c Checkbox If enabled, certain JS Bridge methods will be available on the CLM presentation during the Remote Detailing or Self Detailing session. Delete After (days) clm_AudioCleanupAfter__c Number The expiration date, after which the audio record should be deleted from the Activity record. It is used when the clm__IsRDAudioRecordEnabled__c checkbox is active. The default value is 30. Remote Detailing: Statistics Enabled clm__IsRDDetailedStatsEnabled__c Checkbox If enabled, the statistics per slide will be gathered for each participant at the meeting. Email clm__Email__c Text(255) The field API name of the Activity object, for example, IsEmailRequired__c. It indicates if the user is required to provide an email on the Welcome screen to access the Remote Detailing meeting. External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Link Field clm__LinkField__c Text(255) The field API name of the Activity object for the invite link storing, for example, RDLink__c. If specified, the same value will be used for all profiles. The field to store an invitation link should have the same API name on any Activity object for the Remote Detailing or Self Detailing session. Login clm__Login__c Text The URL of the current Salesforce instance and unique URL(s) for a community, e.g., https://COMMUNITY_URL.cs129.force.com/ (separated by a comma, without blank spaces). Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Remote Detailing Enabled clm__IsRDEnabled__c Checkbox If enabled, the Remote Detailing functionality is allowed, and an invitation link will be generated on the Activity record. Timeout (in seconds) clm__Timeout__c Number(18, 0) The time interval during which a participant does not perform any action. When the time interval is reached, the session expires. The participant will be logged out, and their statistics will be sent to Salesforce. Subdomain Name clm_SubdomainName_c Text(255) Stores the subdomain name, if the Custom Domain option is enabled. Remote Detailing: Text Chat Enabled clm__IsRDChatEnabled__c Checkbox If enabled, the participants of the Remote Detailing session can interact in the chat on the CLM-presentation screen. Remote Detailing: Log Text Chat History clm__IsRDChatLogEnabled__c Checkbox If enabled, the chat history will be saved as the Attachment record with the .html file and linked to the selected Activity record. Remote Detailing: Allow Video Streaming clm__IsRDVideoStreamingEnabled__c Checkbox If enabled, the participants of the Remote Detailing session can stream video and audio. The presenter has the ability to enable/disable audio and video streaming per participant.","title":"Remote Detailing","component":"ctmobile-ios","version":"3.0","name":"ctm-settings-remote-detailing","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ctm-settings/ctm-settings-remote-detailing.html","titles":[]},"1793":{"id":1793,"text":"The Standard Related List record type is intended to store settings for a standard related list of a specific offline object, as well as permissions and available actions with records of the standard related list for a specific profile. To create or update the settings for the standard related lists, go to CT Mobile Control Panel 2.0: Offline Objects. The following system variables can be used as a criterion: $User $UserRole $Profile For example, the {$User.Id} criterion specified in parameters will automatically be set to a current user ID. Using such system variables will dynamically query the data relevant to the current user. Record Type API name: StandardRelatedList Field API Name Type Description Component clm__Component__c Text(255) List of menu items available in the CT Mobile menu. Conflict Manager clm__IsConflictManagerEnabled__c Checkbox The Conflict Manager is used to track the changes made in a single record in the mobile application and on the Salesforce side. Creating Allowed clm__IsCreatingAllowed__c Checkbox Enable to create records: Of the offline object, if the API Name of this object is set in the clm__sObjectRelated__c field. Of the related list’s object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. The permission to create a record cannot overcome the same profile permission. Criteria clm__Criteria__c Long Text Area(32768) Stores a SOQL query to filter related objects' records in the standard related list to display. Tap the switch button on the Related tab in the mobile application to display all records or only records that are eligible for criteria. The criteria line should start with the WHERE keyword. Default View clm__View__c Text(255) Stores the Timeline value to display records in Timeline view. In other cases, left blank. Deleting Allowed clm__IsDeletingAllowed__c Checkbox Enable to delete records: Of the offline object, if the API Name of this object is set in the clm__sObjectRelated__c field. Of the related list’s object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. The permission to delete a record cannot overcome the same profile permission. The records, which have not been synchronized may always be deleted, no matter what access the profile is granted. External Id clm__ExternalId__c Text(255) Contains the ID of the corresponding record of custom settings. Grouping Field clm__GroupingField__c Text(255) The API name of the field by which the entries will be grouped in the lists. Object clm__Object__c Text(255) The API name of the offline object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Object Record Type clm__ObjectRecordType__c Text(255) Stores an API Name of a record type of the offline object that is specified in the clm__Object__c field. Online Fetching clm__IsOnlineFetchingEnabled__c Checkbox The setting defines if the Load more records button is available in the application. Order clm__Order__c Number(18, 0) The parameter defines the loading order of an offline object during synchronization. Org ID/Profile ID clm__OrgProfileId__c Text(255) Organization ID/Profile ID to which this setting is applicable: if Profile ID is set, the setting is applied only to the profile; if Organization ID is set, the setting is applied to all non-configured profiles. if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles. Quick Sync clm__IsQuickSyncEnabled__c Checkbox Enable Quick Record Synchronization for records of the offline object. Reference Field clm__ReferenceField__c Text(255) Stores an API Name of the field of the related object with a reference to the record of the parent object specified in the clm__Object__c field. Related Object clm__RelatedObject__c Text(255) the API Name of the offline object, if the setting is applicable for this object; the API Name of the related list’s object, if the setting is applicable for the records of the related list. Sorting Criteria clm__SortingCriteria__c Text(255) Stores a field to sort records in Timeline view if the Timeline value is set in the clm__View__c field. Sorting Order clm__SortingOrder__c Text(255) Stores an ascendant (ASC) or descendant (DESC) sorting order for records of a standard related list. Do not specify the field if the Timeline value is set in the clm__View__c field. Sync Recovery clm__SyncRecovery__c Text(255) Enable Sync Recovery to deliver records that could not be synchronized to Salesforce anyway. Available values: An empty value means that the web service is not involved. Direct access means the pushing of the record changes directly to an object via the additional web service. Proxy object means the pushing of the record change as a modifiable JSON file in the Sync Log object attachments.","title":"Standard Related List","component":"ctmobile-ios","version":"3.0","name":"ctm-settings-standard-related-list","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ctm-settings/ctm-settings-standard-related-list.html","titles":[]},"1794":{"id":1794,"text":"Information from this article applies to CT Mobile iOS versions starting from 3.0 and to the new settings saving model. If you use the previous CT Mobile iOS version and settings saving model, please refer to this article. CTM Settings is intended to store settings defined in the CT Mobile Control Panel 2.0. CTM Settings has record types that correspond to specific custom settings. Object API name: clm__CTMSettings__c Assign the preconfigured permission sets: CT Mobile Administrator and CT Mobile User. Depending on their type, all users should have required access to CTM Settings. No need to specify sharing rules for records of the CTM Settings object. During synchronization, only settings related to the current user will be downloaded. The table below contains all CTM Settings record types and corresponding CT Mobile Control Panel 2.0 tabs for a setup. All CTM Settings record types have already been added to the CT Mobile package. CTM Settings Record Type Custom Setting CT Mobile Control Panel Tab Activity Mobile Application Setup Activities Calendar Mobile Application Setup Activities Color Settings Mobile Customization Colors Link List Mobile Link Lists App Menu Main Settings Mobile Application Setup General, Activities Mini Layout Mobile Mini Layout Settings Mini Layouts Remote Detailing CLM Settings Remote Detailing","title":"CTM Settings","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/ctm-settings/index.html","titles":[{"text":"Permissions","hash":"h2_1375710402","id":1},{"text":"CTM Settings Records, Custom Settings and CT Mobile Control Panel 2.0 Tabs","hash":"h2_1914523927","id":2}]},"1795":{"id":1795,"text":"API Key is a protected hierarchic custom setting to store the cloud token. For an easy setup, go to CT Mobile Control Panel 2.0: Tools. Please refer to CT Mobile Managed Package Update to v. 3.54 to understand changes when using the cloud token. Custom setting API name: clm__APIKey__c Field API Name Type Description Cloud Token clm__CLMCloudToken__c Text(255) The cloud token value.","title":"API Key","component":"ctmobile-ios","version":"3.0","name":"api-key","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/custom-settings/api-key.html","titles":[]},"1796":{"id":1796,"text":"CT Mobile Replication is a custom metadata type to keep data up to date on the device in case of modified sharing rules. During the fast or mixed synchronization, only records with the modified SystemModStamp field will be downloaded. However, if you changed sharing rules (via organization-wide defaults or per each record), the value in the SystemModStamp field is not modified. Specify the CT Mobile Replication setting to download the corresponding records and hide records, which are no longer available. The CT Mobile Replication is affected when the specified date and time in the clm__Date__c field are later than the current date and time. Specify and refresh the value in this field manually, or create an Apex class to refresh the field’s value with the date and time on the schedule. CT Mobile Replication helps to speed up the synchronization process by uploading separate metadata components. The common use cases are presented here. Custom metadata type API name: clm__Replication__mdt Field API Name Type Description Affected Users clm__UserIds__c Long Text (131072) User ID(s) who have been affected by the change of the data access model. The 15- and 18-digit IDs are supported. Since CT Mobile 2.3, If the affected users are not specified, the CT Mobile Replication setting will be applied to all users. Components clm__Components__c Long Text (32768) The list of metadata components that were altered. Date clm__Date__c Date/Time The date and time of changes are used as the major criterion when the application requests data. Object Name clm__ObjectAPIName__c Text (255) The API name of the object with updated access rights. Package Size clm__PackageSize__c Double (4,0) The number of selected object’s records with all fields in the SOQL query. The default value is 300 records of IDs. SELECT field_names FROM table_name WHERE id IN ('18-digit_id','',..) Specify the value to reduce the number of API calls considering that the size of the SOQL query cannot exceed 20 000 characters. For more information, please refer to SOQL and SOSL limits. Related Objects clm__RelatedObjects__c Long Text (32678) The API name(s) of related objects whose records must be downloaded to the CT Mobile app again. Type clm__Type__c Picklist The type of setting: Data Metadata","title":"CT Mobile Replication","component":"ctmobile-ios","version":"3.0","name":"ct-mobile-replication","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/custom-settings/ct-mobile-replication.html","titles":[]},"1797":{"id":1797,"text":"Information from this article applies to CT Mobile iOS versions starting from 3.0 and to the new settings saving model. If you use the previous CT Mobile iOS version and settings saving model, please refer to this article. Parameters defined in the CT Mobile Control Panel 2.0 are stored by the system in the following custom settings: API Key Due to the limitations of custom settings, a new custom CTM Settings object will be used to store settings defined in the CT Mobile Control Panel 2.0. Until transferring for new logic is complete, settings will be stored both in custom settings and in the CTM Settings object.","title":"Custom Settings","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/custom-settings/index.html","titles":[]},"1798":{"id":1798,"text":"Menu Settings and Offline Objects is a custom setting to store object details that are uploaded offline and are displayed in the Mobile Application main menu, according to a user profile. Settings of the main menu are also stored as records of the Menu record type of the custom CTM Settings object. For an easy setup, go to CT Mobile Control Panel 2.0. CT Mobile Control Panel 2.0 makes duplicates of the offline objects list in Related List Filters so that to be able to use an unlimited offline objects list. Custom setting API name: clm__TopLvlObjects__c Field API Name Type Description Conflict Manager Attribute clm__ConflictManagerAttribute__c Text(255) List of attributes for managing conflict records in CT Mobile app and Salesforce. Available values: true 1 false 0 Group Fields clm__GroupFields__c Text(255) List of fields' API names responsible for records grouping in the menu on the left side. If the field is left blank, records will be grouped by the title of a compact layout. Menu Settings clm__MenuSettings__c Text(255) List of menu items available in the CT Mobile menu. Offline Objects clm__TopLvlObjects__c Text(255) List of objects' API names available in the CT Mobile. Online Attribute clm__OnlineAttribute__c Text(255) List of attributes used to display a link for records loading in the menu on the left side. Available values: true 1 false 0 Sort Order clm__SortOrder__c Text(255) The list of sorting operators is applied to the selected grouping fields. Available values: ASC DESC If a sorting operator is not set, the sorted order is ASC. Sort order is applied only to the grouping sections, records in groups are sorted alphabetically.","title":"Menu Settings and Offline Objects","component":"ctmobile-ios","version":"3.0","name":"menu-settings-and-offline-objects","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/custom-settings/menu-settings-and-offline-objects.html","titles":[]},"1799":{"id":1799,"text":"Related List Filters is a setting of the list type to store data about filters applied to the corresponding related lists of records while displaying them in the mobile application. This parameter is also responsible for selection criteria that are used for offline object data upload. For an easy setup, go to CT Mobile Control Panel 2.0: Offline Objects. The following system variables can be used as criteria: $User $UserRole $Profile For example, the {$User.Id} criterion specified in parameters will automatically be set to a current user ID. Using such system variables will dynamically query the data relevant to the current user. Custom setting API Name: clm__MobileRelatedListFilters__c Field API Name Type Description Conflict Manager clm__isConflictManagerEnabled__c Checkbox The Conflict Manager is used to track the changes made in a single record in the mobile application and on the Salesforce side. Create Allowed clm__isCreateAllowed__c Checkbox Enable to create records: Of the offline object, if the API Name of this object is set in the clm__sObjectRelated__c field. Of the related list’s object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. The permission to create a record cannot overcome the same profile permission. Delete Allowed clm__isDeleteAllowed__c Checkbox Enable to delete records: Of the offline object, if the API Name of this object is set in the clm__sObjectRelated__c field. Of the related list’s object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. The permission to delete a record cannot overcome the same profile permission. The records which have not been synchronized may always be deleted, no matter what access the profile is granted. Group Field clm__GroupFieldAPIName__c Text(255) The API name of the field by which the entries will be grouped in the lists. Online Fetching clm__isOnlineFetchingEnabled__c Checkbox The setting defines if the Load more records button is available in the application. Order clm__Order__c Number(18, 0) The parameter defines the loading order of an offline object during synchronization. Parent Object clm__ParentObject__c Text(255) The API name of the offline object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Profile clm__Profile__c Text(255) Quick Record Sync clm__IsQuickSyncEnabled__c Checkbox Enable Quick Record Synchronization for records of the offline object. RecordType clm__RecordType__c Text(255) The API Name of a record type of the offline object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Related List Filters clm__isRelatedListFilter__c Checkbox An attribute defines whether the parameter belongs to the records of the related list’s object. Related Object clm__sObjectRelated__c Text(255) The API Name of the offline object, if the setting is applicable for this object; the API Name of the related list’s object, if the setting is applicable for the records of the related list. Relationship Name clm__RelationshipName__c Text(255) Not in use. Show Application Launcher clm__isApplicationLaunchEnabled__c Checkbox If the API Name of the related list’s object is set in the clm_sObjectRelated__c field. SOQL Filter clm__SOQL__c Text(255) The SOQL query to filter: records of the offline object for displaying in the mobile application, if the API Name of this object is set in the clm__sObjectRelated__c field. records of the related list for displaying in the mobile application, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Sort Order clm__SortOrder__c Text(255) The parameter defines the ascending (ASC) or descending (DESC) sorting order of records in the list. Sort Tree by Field clm__SortTreeByFieldName__c Text(255) The API name of a field with the date or date/time type to display the related list records in the timeline view if the API Name of the related list’s object is set in the clm_sObjectRelated__c field. Sync Recovery clm__SyncRecovery__c Text(255) Enable Sync Recovery to deliver records that could not be synchronized to Salesforce anyway. Available values: An empty value means that the web service is not involved. Direct access means the pushing of the record changes directly to an object via the additional web service. Proxy object means the pushing of the record change as a modifiable JSON file in the Sync Log object attachments.","title":"Related List Filters","component":"ctmobile-ios","version":"3.0","name":"related-list-filters","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/custom-settings/related-list-filters.html","titles":[]},"1800":{"id":1800,"text":"Trigger Settings is a custom setting that is used to switch off the triggers of the CT Mobile package. By default, the Trigger Settings records are active for each trigger. Custom setting API name: clm__TriggerSettings__c Field API Name Type Description Active clm__IsActive__c Checkbox If disabled, the corresponding trigger is inactive. Comments clm__Comments__c Text Area(255) Description. Trigger API Name Trigger Context Description ApplicationProcess before delete The trigger sends the IDs of the deleting CLM presentations to the Customertimes server. AttachmentProcess after insert after update The trigger checks the attachment is related to the slide or CLM presentation, sends the slide or CLM presentation attachment to the Customertimes server, and updates the parent record of the attachment if applied. The Attachment record label must contain the .ppt or .html value. SlideProcess after insert after update before delete before insert before update The trigger checks whether it is necessary to send CLM presentation slides to the Customertimes server to update their order or delete irrelevant ones. TemplateProcess after insert after update before insert before update The trigger generates or updates CLM presentation slides according to the selected template. WidgetProcess after insert after update before delete before insert before update The trigger generates or updates CLM presentation slides.","title":"Trigger Settings","component":"ctmobile-ios","version":"3.0","name":"trigger-settings","url":"/ctmobile-ios/3.0/admin-guide/ct-mobile-control-panel-new/custom-settings/trigger-settings.html","titles":[{"text":"The List of CT Mobile Triggers","hash":"h2_588925148","id":1}]},"1801":{"id":1801,"text":"Table of Contents Create Archive Component Custom Metadata Type Create Archive Component Record Check Metadata Archive Limits Available since CT Mobile package v. 3.63 up to version 3.82. The metadata checker tracks changes in metadata components and then requests those components that have changes to create a new metadata archive. Sometimes a request to create a new metadata archive exceeds the 12 MB limit, which means that the transaction will fail due to the heap size being too large. Use Archive Component to specify which additional components to track and collect in the metadata archive. The administrator should create the Archive Component custom metadata type. Follow the steps in Salesforce Help to create the custom metadata type with the following fields. Field API Name Type Description Member Member__c Text(255) Specify the fullName of the desired component. For more information, refer to Salesforce Developer: Metadata. For users of CT Mobile package v. 3.63–3.65, specify components or the character * (asterisk) instead of listing each member when there are many metadata components for the selected metadata type in the Name__c field. For users of CT Mobile package v. 3.66 and higher, specify the character * (asterisk) when the PackageSize__c field is filled out. Name Name__c Text(255) Specify the metadata type. The name must match a metadata type that is defined in the Metadata API WSDL. For more information, refer to Salesforce Developer: Metadata Types. Package Size PackageSize__c Number(18,0) The number of entities in one request. Left empty if the Member__c field contains at least one component name. Available since CT Mobile package v. 3.66. Create the Archive Component record with desired components or package size. Go to Setup → Custom Code → Custom Metadata Types. Click Manage Records next t Archive Component. Click New. Fill the following fields in: Specify a metadata type in Name. Specify components in Member or set the size of the request in Package Size, for example, in one request must be 3 objects (entities) of the CustomObject metadata type: Click Save & New. Repeat steps 4–5 to create records for dashboards and reports. The setup is complete. Next, create the metadata archive. After creating Archive Component records, the metadata archive must be rebuilt to include component(s) or use requests of a specific size. Go to the CT Mobile Control Panel:Tools / CT Mobile Control Panel 2.0: Tools tab and click the Refresh metadata archive button to update the metadata archive. When the metadata archive is ready, go to the CT Mobile Control Panel: Tools tab and click the Download metadata archive button to verify if the desired component(s) have been added. If the component(s) have been added, you see the corresponding folder in the metadata archive. To find out more, refer to Salesforce Developer: Deploying and Retrieving Metadata with the Zip File. Salesforce doesn’t allow making more than 101 callouts. If this case arises during metadata archive creation, the admins should cut creation for several parts. Go to Setup → Custom Settings → Custom Metadata Types → Archive Components. Count records' quantity of the following components: offline objects reports dashboards For each component, divide its quantity by the number in the Package Size field so that the sum of all entries after division is less than 101. For example: In Salesforce org, the quantity of offline objects equals 150, reports are 90, and dashboards are 25. The Package Size limits are 3 for offline objects, 2 for reports, and 1 for dashboards. To count the number of callouts: 150 ÷ 3 + 90 ÷ 2 +25 ÷ 1 = 120. The limit is exceeded, so admins should change the package size for components, i.e., 150 ÷ 5 + 90 ÷ 2 +25 ÷ 1 = 100. The setup is complete.","title":"Ability to Specify Metadata Components or the Number of Entities in One Request","component":"ctmobile-ios","version":"3.0","name":"ability-to-specify-metadata-components-or-the-number-of-entities-in-one-request","url":"/ctmobile-ios/3.0/admin-guide/metadata-checker/metadata-archive/ability-to-specify-metadata-components-or-the-number-of-entities-in-one-request.html","titles":[{"text":"Create Archive Component Custom Metadata Type","hash":"h2_1608419557","id":1},{"text":"Create Archive Component Record","hash":"h2_584426973","id":2},{"text":"Check Metadata Archive","hash":"h2_84833819","id":3},{"text":"Limits","hash":"h2_152061858","id":4}]},"1802":{"id":1802,"text":"Metadata archive contains metadata components such as custom object definitions and page layouts, attributes, current user permissions, etc. The mobile app downloads metadata from the metadata archive and uses the Metadata API and other APIs. Proper permission settings are required. To update the metadata archive, go to the CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools tab and click the Refresh metadata archive button. It is possible to set up a schedule to refresh metadata archive. For more information, refer to Metadata Checker. To work with the metadata archive, specify the Cloud token first in CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools tab. The components listed below are downloaded in the ZIP archive. Component Attribute Description CustomLabel * Custom labels metadata. CustomObject ValidationRule Validation rules verify that the data a user enters into a record meets the standards you specify before the user can save the record. CustomObject / CustomField Description The description of optional fields is displayed on the screen of the CT Mobile app (iOS). CustomObject/CustomField LookupFilter Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields. CustomObject/CustomField SummerizedField SummaryFilterItems SummaryForeignKey SummaryOperation Data on summarized fields and their criteria. SummarizedField represents the field on the detail row that is being summarized; SummaryFilterItem represents the set of filter conditions for this field if it is a summary field; SummaryForeignKey represents the master-detail field on the child that defines the relationship between the parent and the child; SummaryOperation represents the sum operation, such as count, sum, min, and max, to be performed. CustomObject/CustomField VisibleLines The number of lines displayed for fields of the TextArea and Rich Text types. Dashboard * Data on dashboards that have been added. Due to Salesforce limits, CT Mobile downloads a maximum of 9999 of the most recently modified dashboards. Report * Data on configurable reports that have been added. Due to Salesforce limits, CT Mobile downloads a maximum of 1000 of the last most recently modified reports. ReportType * Data on types of configurable reports. StandardValueSet * Set of values in the standard field with the Picklist type. The following components are always included in the metadata archive. User Activity CTM Settings CTM User Settings The following components will be added to the metadata archive when objects are added to the offline objects: For any offline object: The corresponding object, for example,Account, Custom Meeting, etc. For the Task object: Task Task Status (value set) For the Opportunity object: Opportunity Opportunity Stage (value set) Opportunity Line Item Product 2 Pricebook 2 Pricebook Entry For the Lead object: Lead Lead Status (value set) For the Order object: Order Opportunity Order Item Product 2 Pricebook 2 Pricebook Entry For the Quote object: Quote Quote Line Item OpportunityStage (value set) For CT Orders: all objects with the orders prefix, for example, orders__Promotion__c For CT Sign: Sign Document Sign Settings The following components will be added to the metadata archive when the module is added in the main menu: For the Applications module: Application Application Stats Slide Custom Scenario For the Quizzes module: Quiz Quiz Question Quiz Completion Quiz Answer Quiz Partaker","title":"Metadata Archive","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/admin-guide/metadata-checker/metadata-archive/index.html","titles":[{"text":"Metadata Components","hash":"h2_1854953360","id":1},{"text":"Criteria when Components Are Included in the Metadata Archive","hash":"h2_1283174333","id":2}]},"1803":{"id":1803,"text":"Available since CT Mobile 2.5. Attachment is a standard Salesforce object that is used to store files of various types. Object API Name: Attachment Salesforce provides the ability to attach content to records in two ways: Attach content to an object through a Files object Each file consists of a record of the Content Document object that represents a document uploaded to Salesforce CRM Content or Salesforce Files and a record of the Content Version object that represents a version of the uploaded document. A user or their organization must have access to Files. If the user has access to an object but no access to the attached content, all content will be in the Notes & Attachments section. Attach content as an Attachment to an object with the enabled transfer of all records to the Files object. In Salesforce Classic, all documents are saved by default as a record of the Attachment object in the Notes & Attachments section. To save documents as Files: Go to Setup → Feature Settings → Salesforce Files → General Settings. Enable the Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments option. Now, documents are saved as files in the Notes & Attachments section. Attachments and Files are used to store: CLM presentation sources, for example, images, scripts, and styles. photos and signatures of Activity records. attachments to the Chatter feed posts. notes and attachments to the following standard and any custom objects. Account Asset Campaign Case Contact Contract Email Message Email Template Event Lead Opportunity Product2 Solution Task We recommend using the Image Quality (in CT Mobile Control Panel) / Quality of Attached Images (in CT Mobile Control Panel 2.0) setting to downscale the image size because Salesforce has limits for attachments. During the full synchronization, CT Mobile downloads attachments by requesting the CombinedAttachments records for all offline objects. Each CombinedAttachments record contains a file link and file name. These records are stored in the Notes & Attachments section. When a user taps the CombinedAttachment record, the attachment is downloaded. Do not add the CombinedAttachments object to offline objects. To upload attachments from the CT Mobile app to Salesforce, launch the fast synchronization.","title":"Attachments and Files","component":"ctmobile-ios","version":"3.0","name":"attachments-and-files","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/clm-scheme/attachments-and-files.html","titles":[{"text":"Downloading Attachments","hash":"h2_2031634004","id":1}]},"1804":{"id":1804,"text":"The Activity object of the target system is intended to store details of users’ field activities, such as visits, events, and meetings. It is possible to work with several Activity objects that must be set in CT Mobile Control Panel: Calendar / CT Mobile Control Panel 2.0: Activities. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Object API name: depends on the target-system data model In case of their lack, the following fields should be created on the object: Field API Name Type Description Application Ids ApplicationIds__c Lookup(Application) / Text(255) / Long Text Area(131072) Consider Salesforce description for the fields of the Text type. For Remote Detailing, create a field that stores CLM presentations IDs: a field with the Lookup type to put only one CLM-presentation ID in a field with the Text type to store a few IDs (separated by a comma, without blank space). The field to store Application IDs should have the same API name on any Activity object for the Remote Detailing session. You can specify a process, for example, to create a trigger to autocomplete this field with values from the pre-configured picklist. Geolocation Geolocation__c Geolocation Create a field to store the geolocation data on the place of editing (opening) activity Identifier MobileId__c Text(255) Create a field to store the system label in a case where the record was created/edited in the CT Mobile app. The use of another API name is not possible. RD Link RDLink__c URL For Remote Detailing, create a field to fill it out with an invitation link. The field to store an invitation link should have the same API name on any Activity object for the Remote Detailing session. Email Required IsEmailRequired__c Checkbox If enabled, the user is required to provide an email on the Welcome screen to access the Remote Detailing meeting. Available since the CT Mobile package v.3.65","title":"Activity","component":"ctmobile-ios","version":"3.0","name":"clm-activity","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/clm-scheme/clm-activity.html","titles":[]},"1805":{"id":1805,"text":"The Application object is intended to store CLM presentations. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Object API name: clm__Application__c Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the CLM presentation is active and will be downloaded on the mobile device during synchronization. A CLM presentation should be available for the current user. The clm__IsAvailableOffline__c field should be selected to download the CLM presentation on a mobile device. Application Name Text(80) The CLM presentation label. Application ID clm__APPID__c Text(255) (Unique Case Insensitive) The unique label of the CLM presentation. It may be used in the navigation for switching from the current slide to a slide in another CLM presentation. Available for Download clm__IsAvailableForDownload__c Checkbox If enabled, the CLM presentation is available for download. Available for Remote Detailing clm__IsAvailableForRD__c Checkbox If enabled, the CLM presentation can be used in Remote Detailing. The clm__isActive__c field should be checked. Available Offline clm__IsAvailableOffline__c Checkbox If enabled, the CLM presentation will be downloaded on the mobile device during synchronization. The clm__isActive__c field should be checked. Description clm__Description__c Long Text(32768) The description of the CLM presentation is specified by the administrator. Device Orientation clm__DeviceOrientation__c Picklist The device orientation. Available values: Horizontal Vertical If not specified, the horizontal orientation is used as the default. Feedback Comments are allowed clm__IsFeedbackCommentsEnabled__c Checkbox If enabled, the current user can leave a comment on a slide during the demonstration of the CLM presentation. For each slide, comments will be stored in the clm__Description__c field of the record of the Application Stats object. Forced Load Date clm__ForcedLoadDate__c Date During the fast synchronization, the CT Mobile app compares the current version of the CLM presentation in the clm__Version__c field with the one previously saved: If the value is not set or is the past date, the CLM presentation will be downloaded; If the value is the future date, the current user should pick whether to download the CLM presentation or not. For example, set the future date for the CLM presentation that contains info about the future promo. Preview clm__Preview__c Formula The field stores a URL link of the first slide screenshot to display on the custom Visualforce page. Product ProductId__c Lookup(Product) Create a field with the lookup to store the target Product records. Record Type RecordTypeId Record Type Application The CLM presentation is based on HTML5 by manually creating or uploading PowerPoint, PDF, or ZIP archives with the JPEG/JPG files on the Application Editor tab. Plain Application In the built-in Plain Application Editor, CLM presentations can be created based on templates, placeholders, widgets, PowerPoint, and other content. Markups for all slides are stored in the first slide. The slides' effects are available. Screenshot ID clm__ScreenshotID__c Text(255) The slide ID for displaying a slide preview. Not in use. Slide Effect clm__SlideEffect__c Picklist Not in use. Slide reordering enabled clm__IsSlideReorderEnabled__c Checkbox If enabled, users can create and edit custom scenarios. Slide Zoom Enabled clm__IsZoomEnabled__c Checkbox If enabled, zoom in and out slides if the display mode is wk. Swipe gesture type clm__SwipeGestureType__c Picklist Specify a gesture to switch slides in the CT Mobile app. Track clicks on slide clm__IsSlideClicksTrackingEnabled__c Checkbox Per slide, it counts taps or clicks and stores as an Application Stats record of the Slide Stats record type. For Remote Detailing Per each slide, counting taps/clicks of the presenter and participants will be stored as an Application Stats record of the Global Stats record type. Track slide duration clm__IsSlideDurationTrackingEnabled__c Checkbox If enabled, it counts the view time per slide and stores it as an Application Stats record of the Slide Stats record type. Track slide likes/dislikes clm__IsSlideLikesTrackingEnabled__c Checkbox If enabled, it counts likes and dislikes and stores them as an Application Stats record of the Slide Stats record type. The presenter can use the hidden double-finger swipe gesture to like/dislike slides. For Remote Detailing If enabled by the presenter, participants can like/dislike slides. Track slide navigation clm__IsSlideNavigationTrackingEnabled__c Checkbox If enabled, the slide labels will be recorded in the navigation order: An Application Stats record of the Global Stats record type. For Remote Detailing Track slide views clm__IsSlideViewsTrackingEnabled__c Checkbox If enabled, counting the number of slide views and stores as an Application Stats record of the Slide Stats record type. For Remote Detailing counting the number of slide views by the presenter and participants and stores as an Application Stats record of the Global Stats record type. Track total duration of a presentation clm__IsTotalDurationTrackingEnabled__c Checkbox Counting the total view time of all slides and stores as an Application Stats record of the Global Stats record type. Version clm__Version__c Number(16,2) The version of the CLM presentation. Click Publish on the Application record or in Application Editor to update the version.","title":"Application","component":"ctmobile-ios","version":"3.0","name":"clm-application","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/clm-scheme/clm-application.html","titles":[]},"1806":{"id":1806,"text":"The Application Stats object is intended to store statistics of every time the CLM presentation is viewed whether the current preview is attached to the Activity record or not. Statistics of one CLM presentation can be linked to multiple activity records. A list of monitored parameters is set up for each CLM presentation separately. Statistics collection stops when a user exits the CLM presentation. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Object API name: clm__ApplicationStats__c To collect certain parameters of statistics, it is necessary to use preconfigured gestures. Field API Name Type Description Activity depends on the Activity object Lookup(Activity) for the custom Activity object / Text for the standard Task and Event objects A field with the lookup type for the Activity object will be automatically created for each Activity object specified on CT Mobile Control Panel: Calendar / CT Mobile Control Panel 2.0: Activities, for example,ActivityId__c or TaskId__c. The field will be filled out with the Activity record ID: When you link the CLM presentation to the activity record in the Applications module. If you launch the CLM presentation or the Remote Detailing meeting from the record’s layout. Application clm__ApplicationId__c Master-Detail(Application) The ID of the CLM presentation to which the statistics record is linked. Browser clm__Browser__c Text (255) To store the participant’s browser name during the Remote Detailing meeting. Clicks clm__Clicks__c Number(18,0) Slide Stats Collect the number of taps/clicks per slide. Global Stats The total number of taps/clicks for all slides. Custom Scenario clm__CustomScenarioId__c Lookup(Custom Scenario) Slide Stats The custom scenario record in which a slide was shown. Description clm__Description__c Long Text Area(32768) To store a comment left by a user while viewing the CLM presentation. Dislikes clm__Dislikes__c Number(18,0) Slide Stats Collect the number of dislikes per slide. Global Stats The total number of dislikes for all slides. Email clm__Email__c Email To store the participant’s email address (if specified) for the Remote Detailing meeting. File name clm__FileName__c Text(255) Stores the value obtained by ctm.CustomStats() Finished by Timeout clm__IsFinishedByTimeout__c Checkbox For the Self-Detailing meeting. If enabled, the statistics will be pulled into Salesforce after a certain time (timeout of the participant’s session), and the field switches to the true value. Guest Stats clm__IsGuestStats__c Checkbox For the Remote Detailing meeting, automatically set: false, if statistics relate to the presenter. true, if statistics relate to a participant. IP Address clm__IPAddress__c Text (255) To store the participant’s IP address during the Remote Detailing meeting. Likes clm__Likes__c Number(18,0) Slide Stats Collect the number of likes per slide. Global Stats The total number of likes for all slides. Order clm__Order__c Number(18,0) Slide Stats The slide order in the custom scenario or CLM presentation. OrgSummary Count clm__OrgSummaryCount__c Number(18,0) Not in use. OrgSummary Speciality clm__OrgSummarySpeciality__c Text(255) Not in use. OrgSummary Type clm__OrgSummaryType__c Text(1) Not in use. OrgSummary User Count clm__OrgSummaryUserCount__c Number(18,0) Not in use. Parent clm__ParentId__c Lookup(Application Stats) For the Slide Stats record type, it stores the parent Global Stats record. Record Type RecordTypeId Record Type Slide Stats: statistics collected during the CLM presentation per slide. Global Stats: slide statistics summary, calculated based on all visits to an organization performed. Slide clm__SlideId__c Lookup(Slide) For the Slide Stats record type, it stores the appropriate Slide record. Slide Navigation Path clm__NavigationPath__c Long Text Area(131072) Global Stats The navigation path of slides. Start Time clm__StartTime__c Date/Time Slide Stats The starting time of the slide demonstration. Global Stats The starting time of the CLM presentation demonstration. Terms Accepted clm__TermsAccepted__c Checkbox For a record of the Slide Stats type: true if the participant accepted the Terms of Use (refer to CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing). false if the participant did not accept the Terms of Use. User clm__User__c Text(255) To store the participant’s username during the Remote Detailing meeting. Views clm__Views__c Number(18,0) Slide Stats The number of slide views. Global Stats For the Remote Detailing meeting, the number of slide views by the presenter and participants. View time (in seconds) clm__ViewTime__c Number(18,0) Slide Stats The view time for a slide. Global Stats The view time for all slides.","title":"Application Stats","component":"ctmobile-ios","version":"3.0","name":"clm-applicationstats","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/clm-scheme/clm-applicationstats.html","titles":[]},"1807":{"id":1807,"text":"The Custom Scenario object is intended to store custom CLM presentation scenarios. A scenario may include slides from different CLM presentations. During the first full synchronization, the application requests the list of users and shared scenarios for all the Applications available to the user. The availability of functionality depends on the platform of the mobile device. For more information, refer to CT Mobile OS Comparison. Object API Name: clm__CustomScenario__c Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the custom scenario will be downloaded on the mobile device. Application clm__ApplicationId__c Master-Detail(Application) The CLM presentation to which the custom scenario is related. Combined clm__isCombined__c Checkbox If enabled, slides from various CLM presentations are used in a custom scenario. Slides will be displayed according to the clm__SlideId__c field of a custom scenario. If disabled, slides only from one CLM presentation are used in a custom scenario. Slides will be displayed according to the clm__Branch__c field of a slide. Description clm__Description__c Text(255) The description of the custom scenario. Favorite clm__isFavorite__c Checkbox If enabled, the custom scenario is a favorite and will be displayed in the Carousel of CLM presentations on the Home Screen or in the widget on the record’s mobile layout. Scenario Editor clm__ScenarioEditor__c Formula(Text) Used for the Scenario Editor launch. Scenario Name clm__ScenarioName__c Text(255) The custom scenario name. It may be used in the navigation. Slides clm__SlideId__c Long Text(131072) Slide IDs (separated by a comma, without blank space). User clm__UserId__c Lookup(User) The ID of the user who created the custom scenario.","title":"Custom Scenario","component":"ctmobile-ios","version":"3.0","name":"clm-customscenario","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/clm-scheme/clm-customscenario.html","titles":[]},"1808":{"id":1808,"text":"The Placeholder object is intended to indicate a place for interactive widget content storage on the HTML template. The list of widgets available for insertion varies depending on the type of placeholder selected. Object API Name: clm__Placeholder__c Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the placeholder can be applied in the HTML5 markup of a slide. Allowed Types clm__Type__c Picklist (Multi-Select) Select one or several types of using widgets. Application clm__ApplicationId__c Master-Detail(Application) The CLM presentation to which the placeholder is related. Description clm__Description__c Long Text(32768) The placeholder description. Height clm__Height__c Number(18,0) The height of the placeholders (pixels). Name Name Text(80) The label of the placeholder. Position clm__Position__c Number(18,0) The placeholder order number is on a slide. Placeholders are marked as {!POSITION_n}, where n is an ordinal integer. Template clm__TemplateId__c Lookup(Template) The template with the placeholder. Width clm__Width__c Number(18,0) The width of the placeholders (pixels).","title":"Placeholder","component":"ctmobile-ios","version":"3.0","name":"clm-placeholder","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/clm-scheme/clm-placeholder.html","titles":[]},"1809":{"id":1809,"text":"The Product object is intended to keep the product details. Object API Name: Depends on the data model of the target system, e.g., CT Product, Pharma Product. The creation of additional fields on the object is not required.","title":"Product","component":"ctmobile-ios","version":"3.0","name":"clm-product","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/clm-scheme/clm-product.html","titles":[]},"1810":{"id":1810,"text":"The Slide object is intended to store an individual page of a CLM presentation with a unique index number. Object API name: clm__Slide__c Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the slide will be downloaded on the mobile device. Application clm__ApplicationId__c Master-Detail(Application) The CLM presentation to which the slide is related. Only slides with reference to the current CLM presentation will be displayed via demonstration. Branch clm__Branch__c Picklist A branch is a path with the appropriate order of slides specified by the user. Each slide can contain links to several branches. Depending on the user’s choice (via JS Bridge, link, etc.) on the current slide, the CLM presentation will continue along the selected branch. During the CLM presentation, slides of the current branch and the slide, from which the branch was started, are shown. Category clm__Category__c Picklist The slide sorting for easy search of a slide. Contains Key Message clm__ContainsKeyMessage__c Checkbox Use to mark slides for the user’s logic. Description clm__Description__c Long Text(32768) The slide description. Fixed clm__isFixed__c Checkbox The slide cannot be switched to the next one using a scrolling gesture; switching to the next slide is available only through following the links. Markup clm__Code__c Long Text(131072) The HTML5 code for the slide. It can be manually added or created by using templates, widgets, and placeholders. Order clm__Order__c Number(18,0) The number of the slide order on a branch. Preview clm__Preview__c Formula(Text) The link for the preview image will be shown in Salesforce. Currently, the clm__Preview__c field does not work. As a workaround, create a new field with the Formula type and use the following formula to enable the preview: HYPERLINK(SUBSTITUTE(LEFT($Api.Enterprise_Server_URL_500,(FIND('/services', $Api.Enterprise_Server_URL_500))), '/services', '')&'apex/clm__AppPreview?id='&CASESAFEID(clm__ApplicationId__c), IMAGE(\"https://api.rd.ctclm.com/static/slide/preview-small/\"&$Organization.Id&\"/\"&clm__ApplicationId__c&\"/\"&Id&\"\", Name)) Required clm__isRequired__c Checkbox The slide cannot be excluded from the custom scenario. Screenshot clm__Screenshot__c Formula(Text) The link for the slide screenshot. The screenshot is stored in Salesforce. Share Allowed clm__isShareAlowed__c Checkbox The slide can be selected and sent by email. Slide Animation clm__SlideAnimation__c Picklist Not in use. Slide Name Name Text(80) The slide label. Tags clm__Tags__c LongTextArea(32768) Not in use. Template clm__TemplateId__c Lookup(Template) The template that is used for the slide.","title":"Slide","component":"ctmobile-ios","version":"3.0","name":"clm-slide","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/clm-scheme/clm-slide.html","titles":[]},"1811":{"id":1811,"text":"The Template object is used to store an HTML layout with placeholders. Object API Name: clm__Template__c Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the template can be used in an HTML markup for a slide. Application clm__ApplicationId__c Master-Detail(Application) The CLM presentation to which the template is related. Description clm__Description__c Long Text(32768) The template description. Markup clm__Code__c Long Text(131072) The HTML code for the template. Max components clm__MaxComponents__c Number(18,0) The number of placeholders in the template. Template Name Name Text(80) The template label.","title":"Template","component":"ctmobile-ios","version":"3.0","name":"clm-template","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/clm-scheme/clm-template.html","titles":[]},"1812":{"id":1812,"text":"The Widget object is intended to store a separate editable element of the slide template. If the widget record was modified, the HTML code of an entire slide is recalculated and updated. Object API Name: clm__Widget__c The table below does not contain a complete description of the Widget fields. We are working on updating the information. Field API Name Type Description Active clm__isActive__c Checkbox If enabled, the widget can be used in an HTML markup for a template. Application clm__ApplicationId__c Master-Detail(Application) The CLM presentation to which the widget is related. Autoplay clm__Autoplay__c Checkbox Calibre clm__Calibre__c Number(18,0) Chat Types clm__ChatTypes__c Picklist The available values: column, line, pie, spline, area. Chat Values clm__ChatValues__c Long Text Area(32768) Code clm__Code__c Long Text(131072) The HTML5 code for the widget. Custom Style clm__CustomStyle__c Checkbox Data clm__Data__c Long Text Area(32768) Default clm__Default__c Number(16,2) Field Name clm__FieldName__c Text(255) Height clm__Height__c Number(18,0) The height of the widget. Labels clm__Labels__c Long Text Area(32768) LabelString clm__LabelString__c Long Text Area(32768) Legend clm__Legend__c Text(255) Legend Location clm__LegendLocation__c Text(255) Max clm__Max__c Number(16,2) Min clm__Min__c Number(16,2) Object Name clm__ObjectName__c Text(255) Placeholder clm__Placeholder__c Lookup(Placeholder) The placeholder to which the widget is related. Position clm__Position__c Formula(Number) Show Legend clm__ShowLegend__c Checkbox Slide clm__Slide__c Master-Detail(Slide) The slide to which the widget is related. Step clm__Step__c Number(16,2) Theme clm__Theme__c Text(50) Title clm__Title__c Text(255) Thetitle of the widget. Tooltip clm__Tooltip__c Checkbox Type clm__Type__c Picklist The available values of widget types: Rich Text For changes on the HTML-layout, text blocks places, and images. Slider An interactive customizable widget that can aggregate numerical values. Chart An interactive diagram widget. Sortable An interactive sorting widget. Video A widget for inserting a video into a slide. Values clm__Values__c Long TextArea(32768) ValueString clm__ValueString__c LongText Area(32768) VideoId clm__VideoId__c Text(32) Forwidget Video type. Video Source clm__VideoSource__c Picklist For widget Video type. The available values: YouTube, Custom URL, SF Content. Video URL clm__VideoURL__c Long Text Area(2000) For widget Video type. Width clm__Width__c Number(18,0) The width of the widget.","title":"Widget","component":"ctmobile-ios","version":"3.0","name":"clm-widget","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/clm-scheme/clm-widget.html","titles":[]},"1813":{"id":1813,"text":"The CT Presenter object model is designed to ensure the flexibility and reusability of the created CLM presentations. Please get familiar with the CLM presentation components. Activity Application Application Stats Attachments and Files Custom Scenario Placeholder Product Slide Template User Widget","title":"CLM Scheme","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/clm-scheme/index.html","titles":[]},"1814":{"id":1814,"text":"Before uploading a file, read Requirements and Media File Formats and set up remote sites. Go to Application Editor. Select a CLM presentation from the picklist in the upper left corner, or create new CLM presentation. Click the Upload PPT/PDF/ZIP button. Select the desired file. Select the Replace existing slide button if you want to replace existing slides in the CLM presentation with slides from the file which is being uploaded. Click OK. Consider special conditions for interactive CLM presentations while uploading slides. Once slides are uploaded, make the CLM presentation ready: Select Active. Configure slides: Click Add new to add a new slide. Click Save to save changes. Click Cancel to roll back all unsaved changes. Click Delete next to a slide to remove a slide. Click the Slide name to edit a slide. Click the Template name to edit a template. Specify whether the slide is active and can be used in CLM presentation or not. Specify the Required attribute and a category, if needed. Specify slides in branches. Click the Publish application button. Perform fast or mixed synchronization on the mobile device to download the CLM presentation. See also: Creating Interactive CLM Presentation","title":"Creating CLM Presentation from PPT/PDF/ZIP file","component":"ctmobile-ios","version":"3.0","name":"automatic-creating-clm-presentation","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/automatic-creating-clm-presentation.html","titles":[{"text":"To add Slides to the CLM Presentation by Uploading a PPT/PDF/ZIP file:","hash":"h3_810248466","id":1}]},"1815":{"id":1815,"text":"A Placeholder is an HTML layout field that indicates a place for interactive widget content storage. It is possible to set up the type of supported widgets in the placeholder. To create a new placeholder: Go to Applications and select a CLM presentation. In the Templates section, click the template name. Go to the Related tab. In the Placeholders section, click New. Fill out the necessary fields. The full description of placeholder attributes is available here. The placeholder name should include the CLM presentation name, e.g., e-Detailing2: Test Template, where e-Detailing2 is the name of the CLM presentation. The placeholder position number is a required parameter. On the template markup, placeholders are marked as {!POSITION_n}, where n is a position number. A widget that is associated with this placeholder and that has the corresponding position number in {! POSITION_n} will be added to the slide layout by the Renew Slides button on the CLM presentation page. Specify a type of placeholder. Click Save or Save & New to create another placeholder. The placeholder is created.","title":"Creating a Placeholder","component":"ctmobile-ios","version":"3.0","name":"creating-a-placeholder","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-a-placeholder.html","titles":[]},"1816":{"id":1816,"text":"To create a slide: Go to Applications and select a CLM presentation. Click New in the Slides section. Fill out the necessary fields. The full description of slide attributes is available here. Enter the Slide name. Specify the slide content using one of the options below: Select the template with placeholders and widgets. In the Markup field, specify a markup for a slide. Specify the order and branch. Set the Required attribute prevents mobile users from displacing or removing the slide from the scenario. Set the Fixed attribute to disable slide scrolling using a double swipe. The attribute use is recommended to be set to the slides that represent the menu. Click Save or Save & New to create another slide. The slide is created. It is also possible to add attachment files or notes to the slide. Go to Applications and select a CLM presentation. In the Slides section, click the slide name. Go to the Related tab. In the Notes & Attachment section, click the Upload Files button. Select a file or drop it in the section. The side attachment is uploaded.","title":"Creating a Slide","component":"ctmobile-ios","version":"3.0","name":"creating-a-slide","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-a-slide.html","titles":[]},"1817":{"id":1817,"text":"CT Presenter allows creating several slides based on one template. You can use widgets to make slides look and feel different. To use widgets, it is needed to add placeholders where they would be located. Templates support an unlimited number of placeholders. To create a template: Go to Applications and select a CLM presentation. Click New in the Templates section. Fill in the required fields and enter the HTML code in the Markup field. The full description of template attributes is available here. To activate JS Bridge in the HTML code, enable the JS Bridge library. The template name should include the CLM presentation name, e.g., e-Detailing2: Test Template, where e-Detailing2 is the name of the CLM presentation. Click Save or Save & New to create another slide. The template is created.","title":"Creating a Template","component":"ctmobile-ios","version":"3.0","name":"creating-a-template","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-a-template.html","titles":[]},"1818":{"id":1818,"text":"The Widget is a separate editable element of the template. Widgets are inserted in placeholders that are specified on the template. The following types of widgets are currently supported: Rich Text For changes to the HTML layout, text blocks places and images. Slider An interactive customizable widget that can aggregate numerical values. Chart An interactive diagram widget. Sortable An interactive sorting widget. Video A widget for inserting a video into a slide. YouTube video is currently supported. The video is downloaded to the iPad, and it is available in offline mode. To create a new widget: Go to Applications and select a CLM presentation. In the Slides section, click the slide name. Go to the Related tab. In the Widgets section, click New. Fill out the necessary fields. The full description of widget attributes is available here. Click Save or Save & New to create another widget. The widget is created.","title":"Creating a Widget","component":"ctmobile-ios","version":"3.0","name":"creating-a-widget","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-a-widget.html","titles":[]},"1819":{"id":1819,"text":"In the Application Editor tab, you can add only slides without the HTML markup required for the Remote Detailing functionality. To add slides with HTML markup, use the Applications tab (see Creating a Slide). To add slides to a CLM Presentation manually: Go to the Application Editor tab. In the CLM Presentation picklist, select presentation. To create a presentation by uploading a PPT/PDF/ZIP file, click the Upload PDF/PPT/ZIP button. Go to the Slides section: Click Add new to add a new slide. Click Save to save changes. Click Cancel to roll back all unsaved changes. Click Delete next to a slide to remove a slide. Click the Slide name to edit a slide. Click the Template name to edit a template. Specify whether the slide is active and can be used in CLM presentation or not. Specify the Required attribute and a category, if needed. Specify slides in branches.","title":"Creating CLM Presentation with the Application record type","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/index.html","titles":[]},"1820":{"id":1820,"text":"The CLM presentation converting from the .ppt(x) file will be displayed against a black background, and slides, which size is less than the screen area, will be aligned to the center of the screen. Please refer to Requirements and Media File Formats before converting a PowerPoint file to CLM-presentation. To convert a PowerPoint file to CLM-presentation: Go to Application Editor. Select a plain CLM presentation from the picklist in the upper left corner, or click New to create a new CLM presentation with the Plain Application record type, or click Clone to add a new CLM presentation identical to the selected one. Click Import from PPT. In the Import PPT window, click Browse, select the PowerPoint file, and click Upload. The CLM presentation limit is 25 slides. In the case of exceeding the limit, a warning will be displayed. The PowerPoint file will not be uploaded. Wait a minute and slides converted from the PowerPoint file will be displayed. In the CT Mobile menu, click Save. Also, you can upload the PowerPoint by clicking Import PPT in the CT Mobile menu. The CLM presentation is created. After creating the CLM presentation: Renew slides, wait 2–3 minutes, and publish the CLM presentation. Perform fast or mixed synchronization on the mobile device to download the CLM presentation. To make the CLM Presentation available for Remote Detailing, check the Available for Remote Detailing field and set up Remote Detailing. You can customize CLM presentations with the Plain Application Editor tools. Select and click Impress to view the CLM presentation with the impress.js framework. Click the right/left side to switch slides, or use key arrows and a spacebar. Select and click Bespoke to view the CLM presentation with the bespoke.js framework. Use key arrows and a spacebar to navigate.","title":"Creating Plain CLM Presentation from PowerPoint","component":"ctmobile-ios","version":"3.0","name":"creating-plain-clm-presentation-from-powerpoint","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-plain-application-record-type/creating-plain-clm-presentation-from-powerpoint.html","titles":[]},"1821":{"id":1821,"text":"Preconfigured templates can be used for the CLM presentation creation. The slide switching effects will be available in the CT Mobile app. To create a CLM presentation from a template: Go to Application Editor. Select a plain CLM presentation from the picklist in the upper left corner, or click New to create a new CLM presentation with the Plain Application record type, or click Clone to add a new CLM presentation identical to the selected one. In the Plain Application Editor window, click Create from the template. In the Templates window, select a template. Wait a minute and slides with the selected template will be displayed. Customize CLM presentation with the Plain Application Editor tools. The CLM presentation limit is 25 slides. In the case of exceeding the limit, a warning will be displayed. Select and click Impress to view the CLM presentation with the impress.js framework. Click the right/left side to switch slides, or use key arrows and the spacebar. Select and click Bespoke to view the CLM presentation with the bespoke.js framework. Use key arrows and a spacebar to navigate. In the CT Mobile menu, click Save. Also, you can create the CLM presentation from a template by clicking Templates in the CT Mobile menu. The CLM presentation is created. After creating the CLM presentation: Renew slides, wait 2–3 minutes, and publish the CLM presentation. Perform fast or mixed synchronization on the mobile device to download the CLM presentation. To make the CLM Presentation available for Remote Detailing, check the Available for Remote Detailing field and set up Remote Detailing.","title":"Creating Plain CLM Presentation using Templates","component":"ctmobile-ios","version":"3.0","name":"creating-plain-clm-presentation-using-templates","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-plain-application-record-type/creating-plain-clm-presentation-using-templates.html","titles":[]},"1822":{"id":1822,"text":"Table of Contents Create a CLM Presentation The Plain Application Editor Menu The Plain Application Editor Tools Insert Text Insert Image Insert Video Insert Website Insert Shape Insert Widget Slide Background and Surface Use the built-in Plain Application Editor to create CLM presentations. To create the new CLM presentation: Go to Application Editor. Click New to create a new CLM presentation with the Plain Application record type or click Clone to add a new CLM presentation identical to the selected one. In the Plain Application Editor window, click Create new. Use the Plain Application Editor tools to create slides. In the CT Mobile menu, click Save. The CLM presentation is created. After creating the CLM presentation: Renew slides, wait 2–3 minutes, and publish the CLM presentation. Perform fast or mixed synchronization on the mobile device to download the CLM presentation. To make the CLM Presentation available for Remote Detailing, check the Available for Remote Detailing field and set up Remote Detailing. During the CLM presentation editing, click CT Mobile. The Plain Application Editor menu is shown. The menu options: Click Templates for selecting a template for a CLM presentation. Click Import PPT for creating a CLM presentation from uploaded PowerPoint. Click Save to save changes. Click Convert to edit the plain CLM presentation as the usual one. This action is irreversible. Click Undo/Redo to cancel/repeat the previous action. Use the standard actions by clicking Cut, Copy, Paste, or Delete. Click the Text button to add, design, and edit text. To add an image: Click the Image button. In the open window, click Browse and select an image or drop-and-drop an image. Click Insert Image. The image is added. To add a video: Click the Video button. In the open window, enter the URL. Click Insert Video. The video is added. To add a website: Click the Website button. Enter the URL. Click Insert Website. The website is added. To insert a shape: Click the Shape button. Select a shape. The shape is added. To insert a widget: Click the Widget button. Select a widget. The widget is added. For each widget type, specify properties. The full description of widget attributes is available here. Click the Background or Surface button to add an image or specify a color for the slide background and surface. You can apply the settings for all slides or the selected one.","title":"Creating Plain CLM Presentation","component":"ctmobile-ios","version":"3.0","name":"creating-plain-clm-presentation","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-plain-application-record-type/creating-plain-clm-presentation.html","titles":[{"text":"Create a CLM Presentation","hash":"h2_1040598226","id":1},{"text":"The Plain Application Editor Menu","hash":"h2_589443929","id":2},{"text":"The Plain Application Editor Tools","hash":"h2_1603679187","id":3},{"text":"Insert Text","hash":"h3_975431466","id":4},{"text":"Insert Image","hash":"h3_1553991866","id":5},{"text":"Insert Video","hash":"h3_1671076548","id":6},{"text":"Insert Website","hash":"h3_790840930","id":7},{"text":"Insert Shape","hash":"h3_1191029450","id":8},{"text":"Insert Widget","hash":"h3_935070099","id":9},{"text":"Slide Background and Surface","hash":"h3_1951582057","id":10}]},"1823":{"id":1823,"text":"CLM presentations with the Plain Application record type can be created without HTML programming. Import a PowerPoint file or create a CLM presentation using templates, slides with images, texts, videos, etc. Markups for all slides will be stored in the first slide record. We recommend creating no more than 25 slides. Before the CLM presentation creation, read Requirements and Media File Formats and set up remote sites. To create CLM presentations with the Plain Application record type: Go to the Application Editor tab. Select the application in the picklist. Select the desired way to create the CLM Presentation: Create a CLM presentation by adding slide by slide, and configure template placeholders and widgets. Create a CLM presentation based on the template. Create a CLM presentation based on PowerPoint. The Application Editor creates slides of the CLM presentations by taking screenshots of .ppt(x) slides. If a .ppt(x) file contains any interactive elements, such as videos, gifs, and links, they will not be available in the converted CLM presentation. After creating the CLM presentation: Renew slides, wait 2–3 minutes, and publish the CLM presentation. Perform fast or mixed synchronization on the mobile device to download the CLM presentation. To make the CLM Presentation available for Remote Detailing, check the Available for Remote Detailing field and set up Remote Detailing.","title":"Creating CLM Presentation with the Plain Application record type","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-plain-application-record-type/index.html","titles":[]},"1824":{"id":1824,"text":"The method of JS Bridge functionality is intended to start recording audio. CTAPPstartRecordingAudio() CTAPPstartRecordingAudio()","title":"CTAPPstartRecordingAudio","component":"ctmobile-ios","version":"3.0","name":"ctappstartrecordingaudio","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-accessing-external-functionality/ctappstartrecordingaudio.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Query Handler","hash":"h2_442663712","id":2}]},"1825":{"id":1825,"text":"Method of JS Bridge functionality is intended to sto recording audio. CTAPPstopRecordingAudio() CTAPPstopRecordingAudio()","title":"CTAPPstopRecordingAudio","component":"ctmobile-ios","version":"3.0","name":"ctappstoprecordingaudio","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-accessing-external-functionality/ctappstoprecordingaudio.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Query Example","hash":"h2_442663712","id":2}]},"1826":{"id":1826,"text":"The method of JS Bridge functionality is intended to exit from the CLM presentation without confirmation. Available in the Sales CT Orders. ctm.autoExitPresenter(handler) Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.autoExitPresenter(handler) ctm.autoExitPresenter(function(response){ console.log('Exiting', response); }) The results: { \"success\": true, }","title":"ctm.autoExitPresenter","component":"ctmobile-ios","version":"3.0","name":"ctm-autoexitpresenter","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-accessing-external-functionality/ctm-autoexitpresenter.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"1827":{"id":1827,"text":"The method of JS Bridge functionality is intended to provide a transition from CLM presentation to the Sales Order. ctm.createSalesOrderWithAnimations(data, handler) Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. obj.products contains a list of products where the key is EAN product code, and the value is product quantity. obj.animation contains information about the animation, where the key is a unique animation code, and the value is animation status. If the transition occurs from a CLM presentation, leave obj.animation empty. var dataStr; var obj = {}; obj.products = {}; obj.animation = {}; var productEAN = '1234567890', productQuantity = 10; obj.products[productEAN] = productQuantity; var animationCode = '12345', isAnimationActive = true; obj.animation[animationCode] = isAnimationActive; dataStr = JSON.stringify(obj); ctm.createSalesOrderWithAnimations(dataStr, function(response){ console.log('Result:', response); }) The results: { \"success\": true, }","title":"ctm.createSalesOrderWithAnimations","component":"ctmobile-ios","version":"3.0","name":"ctm-createsalesorderwithanimations","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-accessing-external-functionality/ctm-createsalesorderwithanimations.html","titles":[{"text":"Query format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"1828":{"id":1828,"text":"The method of JS Bridge functionality is intended to generate PDF documents based on templates. It is similar to the PDF button from the CLM presentation sidebar. This method is only available when templates of PDF documents are uploaded to the CLM presentation. ctm.generatePDF(handler) Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.generatePDF(handler) ctm.generatePDF( function(response){ console.log('Result', response); }) The results: { \"success\": true, }","title":"ctm.generatePDF","component":"ctmobile-ios","version":"3.0","name":"ctm-generatepdf","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-accessing-external-functionality/ctm-generatepdf.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"1829":{"id":1829,"text":"The method of JS Bridge functionality is intended to open the CT Mobile barcode scanner. ctm.openQRScanner(autoClose, fieldName, objectName) autoClose is used to close the barcode scanner if the value is true (by default, optional attribute); fieldName is the API name of the field to find values that match values from the barcode scanner; objectName is the API name of the object with records to find matches. ctm.openQRScanner({\"autoClose\": \"true\", \"fieldName\": \"ProductCode__c\", \"objectName\": \"Product__c\"});","title":"ctm.openQRScanner","component":"ctmobile-ios","version":"3.0","name":"ctm-openqrscanner","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-accessing-external-functionality/ctm-openqrscanner.html","titles":[{"text":"Query format","hash":"h2_905713055","id":1},{"text":"Query Example","hash":"h2_442663712","id":2}]},"1830":{"id":1830,"text":"The method of JS Bridge functionality is intended to launch a quiz and then attach quiz statistics to a record. ctm.openQuiz(quiz, RefererId, Reload) quiz is the ID or the API name of a Quiz record to open. RefererId is the ID of a record to attach quiz statistics (optional attribute). Reload is responsible for the necessity of reloading the current slide when closing the native window with the quiz (optional attribute). ctm.openQuiz({\"quiz\": \"Inner_Employees_quiz\", \"RefererId\": \"{!Activity__c.Id}\", reload:false}, queryHandler);","title":"ctm.openQuiz","component":"ctmobile-ios","version":"3.0","name":"ctm-openquiz","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-accessing-external-functionality/ctm-openquiz.html","titles":[{"text":"Query format","hash":"h2_905713055","id":1},{"text":"Query Example","hash":"h2_442663712","id":2}]},"1831":{"id":1831,"text":"The method of JS Bridge functionality is intended to open a record in the CT Mobile app. Tap the Close button to hide the record screen and go back to the CLM presentation. ctm.openRecord(record_id: false, show_relatedlists: false, show_sidebar: false) record_id: the open record ID. show_relatedlists: show or hide the related lists of an open record. show_sidebar: show or hide the app menu (fullscreen mode).","title":"ctm.openRecord","component":"ctmobile-ios","version":"3.0","name":"ctm-openrecord","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-accessing-external-functionality/ctm-openrecord.html","titles":[{"text":"Query Format","hash":"h2_905745855","id":1}]},"1832":{"id":1832,"text":"The method of JS Bridge functionality is intended to enable the device camera. Use the ctm.getFile method to attach a photo to a record. ctm.photo(handler) Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.photo(handler) ctm.photo( function(response){ console.log('Result', response); }) The result: { \"response\": \"/private/var/mobile/Containers/Data/Application/6404F6A1-0A03-434A-A1C9-CB189141BC45/tmp/photo (Monday, 15 July 2019 at 15:11:55 Moscow Standard Time).png\" }","title":"ctm.photo","component":"ctmobile-ios","version":"3.0","name":"ctm-photo","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-accessing-external-functionality/ctm-photo.html","titles":[{"text":"Query format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"1833":{"id":1833,"text":"The following methods are used to access external functionality within CLM presentations: ctm.photo ctm.openQRScanner ctm.openRecord ctm.openQuiz ctm.generatePDF CTAPPstartRecordingAudio CTAPPstopRecordingAudio ctm.createSalesOrderWithAnimations ctm.autoExitPresenter","title":"Methods for Accessing External Functionality","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-accessing-external-functionality/index.html","titles":[]},"1834":{"id":1834,"text":"The method of JS Bridge functionality is intended to collect slide statistics after actions in native windows on a slide on various devices and CLM presentation components. ctm.customStats(slideName) The slideName line should be Latin, 40 characters max, and without blank spaces. Requesting this method, CT Mobile creates an Application Stats record with the Slide Stats record type where it keeps records of view time, likes, displays, etc. until ctm.customStats with a different slideName is requested or the CLM presentation display mode is closed. The slideName value will be stored in the File Name field. If the method with the same slideName is called again, CT Mobile must append the previously created Application Stats record. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.customStats(‘main_page’) ctm.customStats('my_welcome_screen', function(response){ console.log('Result', response); }) The results: { \"success\": true, }","title":"ctm.customStats","component":"ctmobile-ios","version":"3.0","name":"ctm-customstats","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-clm-presentation-control/ctm-customstats.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"1835":{"id":1835,"text":"The method of the JS Bridge functionality is intended to prevent switching slides. ctm.disableSlideScroll() Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.disableSlideScroll() ctm.disableSlideScroll( function(response){ console.log('Result', response); }) The results: [ \"success\": true\" ]","title":"ctm.disableSlideScroll","component":"ctmobile-ios","version":"3.0","name":"ctm-disableslidescroll","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-clm-presentation-control/ctm-disableslidescroll.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"1836":{"id":1836,"text":"The method of the JS Bridge functionality is intended to add a dislike to the current slide. Likes are stored in the record of the Application Stats object. ctm.dislike() Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.dislike() ctm.dislike( function(response){ console.log('Result', response); }) The results: { \"success\": true\" }","title":"ctm.dislike","component":"ctmobile-ios","version":"3.0","name":"ctm-dislike","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-clm-presentation-control/ctm-dislike.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"1837":{"id":1837,"text":"The method of the JS Bridge functionality is intended to enable slide switching even if the clm__IsFixed__c attribute of the Slide object is true. ctm.disableSlideScroll() Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.disableSlideScroll() ctm.enableSlideScroll( function(response){ console.log('Result', response); }) The results: [ \"success\": true\" ]","title":"ctm.enableSlideScroll","component":"ctmobile-ios","version":"3.0","name":"ctm-enableslidescroll","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-clm-presentation-control/ctm-enableslidescroll.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"1838":{"id":1838,"text":"The method of the JS Bridge functionality is intended to add a like to the current slide. Likes are stored in the record of the Application Stats object. ctm.like() Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.like() ctm.like( function(response){ console.log('Result', response); }) The results: { \"success\": true\" }","title":"ctm.like","component":"ctmobile-ios","version":"3.0","name":"ctm-like","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-clm-presentation-control/ctm-like.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"1839":{"id":1839,"text":"The method of JS Bridge functionality is intended to apply additional logic with specified parameters. The method can only be used in custom CT Mobile apps. ctm.setOptions({ \"param1\": \"value1\", \"param2\": \"value2\" })","title":"ctm.setOptions","component":"ctmobile-ios","version":"3.0","name":"ctm-setoptions","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-clm-presentation-control/ctm-setoptions.html","titles":[{"text":"Query Format","hash":"h2_905745855","id":1}]},"1840":{"id":1840,"text":"The following methods are used to manage actions within CLM presentations: ctm.like ctm.dislike ctm.disableSlideScroll ctm.enableSlideScroll ctm.customStats ctm.setOptions","title":"Methods for CLM Presentation Control","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-clm-presentation-control/index.html","titles":[]},"1841":{"id":1841,"text":"Here are HTML code examples that can be used to navigate within CLM presentations in CT Mobile app along with JS Bridge methods, gestures, and button controls. To jump from the current slide to the slide by its branch number in the clm__Branch__c field and the order number in the clm__Order__c field, add the following code into the current slide markup: Available with the Remote Detailing functionality. The slide's link №23 To switch from the current slide to a slide in another CLM presentation, add a label to the clm__APPID__c of the desired CLM presentation record and add the following code into the current slide markup, where appID is the label to the clm__APPID__c field: The link to the CLM presentation To open the first slide of the scenario, add a label to the clm__APPID__c of the desired CLM presentation record, specify the scenario label in the clm__ScenarioName__c of the desired Scenario record, and add the following code into the current slide markup, where the appID is the label to the clm__APPID__c field and scenario_name is the label from the clm__ScenarioName__c field: The link to the scenario of the CLM presentation For more information about slide navigation, refer to Navigation in CLM Presentations.","title":"Changing Slides","component":"ctmobile-ios","version":"3.0","name":"changing-slides","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-clm-presentation-navigation/changing-slides.html","titles":[]},"1842":{"id":1842,"text":"The method is intended to jump to the first slide of the selected branch. The slide number is specified in the Order field of the Slide record. CTAPPgoToFirst() CTAPPgoToFirst() The link to the first slide in the branch","title":"CTAPPgoToFirst","component":"ctmobile-ios","version":"3.0","name":"ctappgotofirst","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-clm-presentation-navigation/ctappgotofirst.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Query Example","hash":"h2_442663712","id":2}]},"1843":{"id":1843,"text":"The method is intended to jump to the next slide of the selected branch. The slide number is specified in the Order field of the Slide record. CTAPPgoToNext() CTAPPgoToNext() The link to the next slide","title":"CTAPPgoToNext","component":"ctmobile-ios","version":"3.0","name":"ctappgotonext","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-clm-presentation-navigation/ctappgotonext.html","titles":[{"text":"Query format","hash":"h2_905713055","id":1},{"text":"Query example","hash":"h2_442663712","id":2}]},"1844":{"id":1844,"text":"The method is intended to jump to the previous slide of the selected branch. The slide number is specified in the Order field of the Slide record. CTAPPgoToPrevious() CTAPPgoToPrevious() The link to the previous slide ","title":"CTAPPgoToPrevious","component":"ctmobile-ios","version":"3.0","name":"ctappgotoprevious","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-clm-presentation-navigation/ctappgotoprevious.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Query Example","hash":"h2_442663712","id":2}]},"1845":{"id":1845,"text":"The method is intended to jump to a specific slide in any branch but only in the forward direction in the following sequence: Transition to the slide in the current branch. If there is no slide in the current branch, a transition to the slide belonging to another branch is performed. The slide number is specified in the Order field of the Slide record. CTAPPgoToSlide(number) CTAPPgoToSlide('23') The link to the slide № 23 ","title":"CTAPPgoToSlide","component":"ctmobile-ios","version":"3.0","name":"ctappgotoslide","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-clm-presentation-navigation/ctappgotoslide.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Query Example","hash":"h2_442663712","id":2}]},"1846":{"id":1846,"text":"The Jump-to-Slide functionality allows using links to other slides within a CLM presentation or to slides in other CLM presentations. To enable this feature, place either of the following functions within an HTML tag, as the href parameter, or update the document. CTAPPgoToSlide CTAPPgoToFirst CTAPPgoToPrevious CTAPPgoToNext Changing Slides","title":"Methods for CLM Presentation Navigation","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-clm-presentation-navigation/index.html","titles":[]},"1847":{"id":1847,"text":"If the CLM presentation is launched on the Activity record, it is possible to display values from the records related to the Activity record. You can create, insert, update, or delete CRM data. The common use cases: CLM presentation personalization. Create Activity Data for Order Taking or Stock-Taking. Create contacts on a slide. Displaying of required data using markers in the {!Object.Field} format. The label markups should be in the {!CTPHARMA__Activity__c.Id} format. The following label must be placed in the slide markup, and the JavaScript file connected to the slide had to refer to that variable. For example, use the ctm.query method on the slide markup to display the record of the parent object: ctm.query(\"SELECT id FROM Account WHERE id IN (SELECT AccountId__c FROM Activity__c WHERE id = '{!Activity__c.Id}'\") Or you can display child records of the Activity record: ctm.query(\"SELECT id FROM CTPHARMA__ActivityData__c WHERE CTPHARMA__ActivityId__c = '{!CTPHARMA__Activity__c.Id}'\")","title":"CRM Data Display","component":"ctmobile-ios","version":"3.0","name":"crm-data-display","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/crm-data-display.html","titles":[]},"1848":{"id":1848,"text":"The method of JS Bridge functionality is intended to bulk create records of offline objects: the user profile should have permission to create records of the required object; permission to create the required offline object is allowed. ctm.create([SObject], handler) SObject is the JS object that indicates the API name of the offline object and a list of fields with values. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.create([{\"SObject\": \"Account\", \"Name\": \"Google, Inc\"}]) var sObjArray = []; var sObj = { SObject: \"Account\", Name: \"Test Account\", Phone: \"123-45-67\", Type: \"Prospect\" }; sObjArray.push(sObj); ctm.create(sObjArray, function(createResponse){ console.log('New record Id', createResponse.result[0].Id); }) var createString = '[{\"SObject\":\"Account\", \"Name\":\"Test Account\"}, {\"SObject\":\"Account\", \"Name\":\"Sample Account\"}]'; var createObject = JSON.parse(createString); ctm.create(createObject, function(response){ console.log('Create result', response); }) The result: { \"result\": [ { \"Id\": \"DSFS-2342-TYRE-ADSFBA374Q8RQ8\", \"Name\": \"Google, Inc\" } ], \"success\": true, }","title":"ctm.create","component":"ctmobile-ios","version":"3.0","name":"ctm-create","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-create.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"1849":{"id":1849,"text":"The method of the JS Bridge functionality is intended to bulk delete fields of records of offline objects: the user profile should have permission to delete records of the required object. permission to delete the required offline object is allowed. ctm.delete([SObject], handler) SObject is the JS object that indicates the API name of the offline object and the ID of the record to delete. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.delete([{\"SObject\": \"Account\", \"Id\":\"a0y1w000000Ck4x\"}]) var deleteString = '[{\"SObject\":\"Account\", \"Id\": \"DSFS-2342-TYRE-ADSFBA374Q8RQ8\"}]'; var deleteObject = JSON.parse(deleteString); ctm.delete(deleteObject, function(response){ console.log('Delete result', response); }) The result: { \"result\": [ { \"Id\": \"a0y1w000000Ck4x\" } ], \"success\": true, }","title":"ctm.delete","component":"ctmobile-ios","version":"3.0","name":"ctm-delete","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-delete.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"1850":{"id":1850,"text":"The method of JS Bridge functionality is intended to obtain a local path to the file attachment of the Attachment or ContentVersion objects by using their ID. ctm.getFile(Id) Id is the ID of the Attachment record that should start from 00P or the ID of the ContentVersion record that should start with 068. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.getFile(“0681w000000GkoIAAS”) ctm.getFile(Id, function(response){ console.log('Result', response); }) The result: { \"response\": \"/private/var/mobile/Containers/Data/Application/6404F6A1-0A03-434A-A1C9-CB189141BC45/tmp/library1.png\" }","title":"ctm.getFile","component":"ctmobile-ios","version":"3.0","name":"ctm-getfile","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-getfile.html","titles":[{"text":"Query format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"1851":{"id":1851,"text":"The method of the JS Bridge functionality is intended to open a custom related list with child records. ctm.openDataTableByParentRecord([ParentId, SettingName, Reload]) SObject is the JS object that indicates the API name of the offline object with the following fields: ParentId is the ID of the parent record. In the list will be stored child records that have a reference to that object; SettingName is a list of settings names of the Mobile Custom Details Settings, such as permissions to create and/or delete a record in the custom related list, a list of columns to display, filter and sort criteria, for the custom related list displaying; Reload is responsible for the necessity of reloading the current slide when closing the native window with the records of the custom related list (optional attribute). ctm.openDataTableByParentRecord({\"ParentId\": \"{!Activity__c.Id}\", \"SettingName\": \"CompanyProducts;POSMaterials\", \"reload\":true})","title":"ctm.openDataTableByParentRecord","component":"ctmobile-ios","version":"3.0","name":"ctm-opendatatablebyparentrecord","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-opendatatablebyparentrecord.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Query Example","hash":"h2_442663712","id":2}]},"1852":{"id":1852,"text":"The method of the JS Bridge functionality is intended to open a custom related list with records that meet the criteria. If set, records will be displayed in the custom related list tabs. ctm.openDataTableByQuery([Query, Settingname, Reload]) SObject is the JS object that indicates the API name of the offline object with the following fields: Query is SQL query to the database; SettingName is a list of settings names of the Mobile Custom Details Settings, such as permissions to create and/or delete a record in the custom related list, a list of columns to display, filter, and sort criteria, for the custom related list displaying; Reload is responsible for the necessity of reloading the current slide when closing the native window with the records of the custom related list (optional attribute). ctm.openDataTableByQuery({\"query\": \"select id, Firstname, Lastname, Company from Lead where IsConverted=false\", \"SettingName\": null, reload:false}) ctm.openDataTableByQuery([query, Settingname, reload], function(response){ console.log('Result', response); })","title":"ctm.openDataTableByQuery","component":"ctmobile-ios","version":"3.0","name":"ctm-opendatatablebyquery","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-opendatatablebyquery.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Query Example","hash":"h2_442663712","id":2}]},"1853":{"id":1853,"text":"The method of JS Bridge functionality is intended to make requests to data tables and receive records by criteria. ctm.query(string,handler) The string is the required SOQL query. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.query('SELECT Id, Name FROM Account WHERE Name = \"Google, Inc\"') ctm.query(query, function(response){ console.log('Query result', response); }) The result: { \"result\": [ { \"Id\": \"2233445566\", \"Name\": \"Sample Account\" }, ], \"success\": true, \"rows\": 1 }","title":"ctm.query","component":"ctmobile-ios","version":"3.0","name":"ctm-query","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-query.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"1854":{"id":1854,"text":"The method of JS Bridge functionality is intended to save the file attachment as the Attachment object. ctm.storeFile([Name, ParentId, File_url], handler) Name is the name and extension that will be assigned to the file attachment; ParentId is the ID of the record that stores the file attachment; File_url is a local path that can be obtained with the ctm.getFile method. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.storeFile({\"Name\": \"product_photo.png\", \"ParentId\":\"0011w00000HUnzr\", \"File_url\": \"/private/var/mobile/Containers/Data/Application/6404F6A1-0A03-434A-A1C9-CB189141BC45/tmp/photo (Monday, 15 July 2019 at 15:11:55 Moscow Standard Time).png\"}) var storeString = '{\"name\":\"test.png\", \"parentId\": \"DSFS-2342-TYRE-ADSFBA374Q8RQ8\", \"file_url\": \"/var/mobile/containers/Data/{PATH_TO_PHOTO}\"}'; var storeObject = JSON.parse(storeString); ctm.storeFile(storeObject, function(response){ console.log('Create file result', response); }) The result: { \"success\":true, \"id\":\"00P-EDCEEA4B-A8D6-4E9A-ADFB-DE81FF6C5551\" }","title":"ctm.storeFile","component":"ctmobile-ios","version":"3.0","name":"ctm-storefile","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-storefile.html","titles":[{"text":"Query format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"1855":{"id":1855,"text":"The method of JS Bridge functionality is intended to launch the fast or mixed synchronization without the CLM presentation interruption. ctm.sync(handler) Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.sync(handler) ctm.sync( function(response){ console.log('Result', response); }) The result: { \"success\": true, }","title":"ctm.sync","component":"ctmobile-ios","version":"3.0","name":"ctm-sync","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-sync.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"1856":{"id":1856,"text":"The method of JS Bridge functionality is intended to bulk edit fields of offline objects if the current user has permission to edit records of the appropriate object and access to fields of that object. ctm.update([SObject], handler) SObject is the JS object that indicates the API name of the offline object, the ID of the record to update, and a list of fields with values. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.update([{\"SObject\": \"Account\", \"Id\":\"0011w00000VFNzC\", \"Name\": \"IBM\"}]) var updateString = '[{\"SObject\":\"Account\", , \"Id\": \"DSFS-2342-TYRE-ADSFBA374Q8RQ8\", \"Name\":\"Test Account\"}]'; var updateObject = JSON.parse(updateString); ctm.update(updateObject, function(response){ console.log('Update result', response); }) The result: { \"result\": [ { \"Id\": \"0011w00000VFNzC\", \"Name\": \"IBM\" } ], \"success\": true, }","title":"ctm.update","component":"ctmobile-ios","version":"3.0","name":"ctm-update","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/ctm-update.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_441581376","id":2}]},"1857":{"id":1857,"text":"The following methods are used to interact with CRM data within CLM presentations: CRM Data Display Opening Attached Files ctm.query ctm.create ctm.update ctm.delete ctm.sync ctm.getFile ctm.storeFile ctm.openDataTableByParentRecord ctm.openDataTableByQuery","title":"Methods for Interaction with CRM Data","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/index.html","titles":[]},"1858":{"id":1858,"text":"The CT Mobile app allows opening the attached files in a native window. The opened files may be sent to an email address. To open the PDF file, for example,filename.pdf from attachments of the CLM presentation: Link to file To open a file from the sources.zip with the filename name: window.open(filename) This method also works via the Remote Detailing session. To open any file from the sources.zip, use the following according to the path: src=\"file.pdf\" src=\"folder/image.png\" Also, it is possible to launch the script from the sources.zip using the path to it: It is possible to open files that are locally stored in the Libraries module. The file name should be written without spaces. Opens the file from the Libraries module with the 15Mb.mp4 file name: Open file from Libraries","title":"Opening Attached Files","component":"ctmobile-ios","version":"3.0","name":"opening-attached-files","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-interaction-with-crm-data/opening-attached-files.html","titles":[]},"1859":{"id":1859,"text":"The method of the JS Bridge functionality is intended to determine the started meeting type, such as Remote Detailing or Self Detailing. According to the meeting type, certain JS Bridge methods will be available. For more information, refer to JS Bridge Methods Availability. ctm.getAppEnv(env) env is the meeting type. The available responses: rd for the Remote Detailing meeting sd for the Self Detailing meeting Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.getAppEnv((env) => console.log('current app env', env)); The result: response rd current app env rd","title":"ctm.getAppEnv","component":"ctmobile-ios","version":"3.0","name":"ctm-getappenv","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-remote-detailing-2-0/ctm-getappenv.html","titles":[{"text":"Query Format","hash":"h2_905745855","id":1},{"text":"Handler","hash":"h2_908049738","id":2}]},"1860":{"id":1860,"text":"The method of JS Bridge functionality is intended to return to the user role, who launched the Remote Detailing or Self Detailing meeting. ctm.getUserType(userType) userType is the user role in the Remote Detailing or Self Detailing meeting. Available responses: presenter if the current user is the presenter. guest if the current user is the guest. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.getUserType((userType) => ('type of user', userType); The result: response presenter type of of user presenter","title":"ctm.getUserType","component":"ctmobile-ios","version":"3.0","name":"ctm-getusertype","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-remote-detailing-2-0/ctm-getusertype.html","titles":[{"text":"Query Format","hash":"h2_905745855","id":1},{"text":"Handler","hash":"h2_908049738","id":2}]},"1861":{"id":1861,"text":"The method of JS Bridge functionality is intended to return the Id of the Activity record, from which the Remote Detailing or Self Detailing meeting was launched. ctm.getVisitId(visitId) visitId is the Id of the corresponding Activity record. Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.getVisitId((visitId) => console.log('id of visit', visitId)); The result: response a031t00000zmm8IAAQ id of visit a031t00000zmm8IAAQ","title":"ctm.getVisitId","component":"ctmobile-ios","version":"3.0","name":"ctm-getvisitid","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-remote-detailing-2-0/ctm-getvisitid.html","titles":[{"text":"Query Format","hash":"h2_905745855","id":1},{"text":"Handler","hash":"h2_908049738","id":2}]},"1862":{"id":1862,"text":"The method of JS Bridge functionality is intended to make secure requests to data tables and receive records by criteria during the Self Detailing meetings. The corresponding CTM Setting record of the Remote Detailing Request type is required. ctm.secureQuery({alias:'alias', param:'param'}, handler) alias is an alias for the query that is stored on the Salesforce side. param is the condition for the query (optionally). Use a handler function to describe the output format of the query results, e.g., to display the results of operations or method errors for debugging purposes. ctm.secureQuery({ alias: 'retrieve_account' , params: { name: 'test%' }}, function(res) { console.log('Response: ', res); }); The result: ctm.secureQuery({ alias: 'retrieve_account' , params: { name: 'Name from input parameter' }}, function(res) { console.log('Response: ', res); });","title":"ctm.secureQuery","component":"ctmobile-ios","version":"3.0","name":"ctm-securequery","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-remote-detailing-2-0/ctm-securequery.html","titles":[{"text":"Query Format","hash":"h2_905713055","id":1},{"text":"Handler","hash":"h2_442663712","id":2}]},"1863":{"id":1863,"text":"The following methods are available in CLM presentations during Remote Detailing 2.0 and Self Detailing 2.0 meetings: ctm.getAppEnv ctm.getUserType ctm.getVisitId ctm.secureQuery","title":"Methods for Remote Detailing 2.0","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/js-bridge-api/methods-for-remote-detailing-2-0/index.html","titles":[]},"1864":{"id":1864,"text":"A presenter can launch the CLM presentation from Salesforce or within the CT Mobile app. Participants should have an invitation link to view a remote CLM presentation. Before using the Remote Detailing functionality, specify the Remote Detailing settings and user permissions. Remote Detailing Launch: the CT Mobile app Remote Detailing Launch: Salesforce Side Remote Detailing Launch: Microsoft Teams","title":"Remote Detailing Launch","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-launch/index.html","titles":[]},"1865":{"id":1865,"text":"Table of Contents Teams Meeting: Presenter Adding the CT Presenter app Sharing CLM Presentations Teams Meeting: Guest Add the CT Presenter app to share CLM presentations during the Teams meeting. Currently, you can use only the desktop application MS Teams for presentations. Click here to download the app. To add the CT Presenter app before a Teams meeting: Send the Teams meeting invite and then open the Teams meeting. Click Add and select the CT Presenter app. Open the CT Presenter app and click Login via Salesforce. Enter your Salesforce credentials and click Log In. Enter Meeting ID. To add an app during Teams meeting: Click More actions . Select Add an app. Choose the CT Presenter app. For more details, refer to Use apps in Teams meetings. To share CLM presentations during the Teams meeting: Before the Teams meeting: create the invitation link; add the desired CLM presentations; copy the Meeting ID. For more information, refer to Remote Detailing Launch: Salesforce Side. Click the CT Presenter app. Click Login via Salesforce, enter your Salesforce credentials, and click Log In. Enter the Meeting ID and click Select. Click Save to start sharing CLM presentations. Wait for attendees to join and click Admit to add an attendee from the lobby to the Teams meeting. When all attendees are at the meeting, click on the sidebar menu to share CLM presentations. To finish the Teams meeting, click Leave. All statistics will be saved on the corresponding Activity record. Due to Microsoft restrictions, attendees have to use the Teams desktop or mobile app. Click to download the app. To view CLM presentations: Accept and open the Teams meeting. Wait in the lobby till the presenter admits your access. Teams for Desktop Teams for Mobile To finish the Teams meeting, click Leave.","title":"Remote Detailing Launch: Microsoft Teams","component":"ctmobile-ios","version":"3.0","name":"remote-detailing-launch-microsoft-teams","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-launch/remote-detailing-launch-microsoft-teams.html","titles":[{"text":"Teams Meeting: Presenter","hash":"h2_1891700817","id":1},{"text":"Adding the CT Presenter app","hash":"h3_1372777784","id":2},{"text":"Sharing CLM Presentations","hash":"h2_69426591","id":3},{"text":"Teams Meeting: Guest","hash":"h2_1681911843","id":4}]},"1866":{"id":1866,"text":"Table of Contents On Application Record Add the Remote Detailing button Launch the Remote Detailing session On Activity Record Add the custom field for the invitation link Launch the Remote Detailing session Error Handling In Salesforce, launch a CLM presentation on the Application or Activity record. A presenter can invite participants by sending the invitation link from Salesforce. Only the Remote Detailing meeting can be started from the Application record. The Remote Detailing and Self Detailing buttons in Salesforce Classic are no longer supported. In the Lightning Experience, tap the Remote Detailing button on an Application record to create a new Activity record with an invitation link. To add the button to generate an invitation link on the Application object page layout: Go to Setup → Object Manager → Application→ Page Layouts. Open the appropriate page layout. Go to the Mobile & Lightning Actions section. Drag and drop the Remote Detailing button on the page layout. Click Save. The Remote Detailing button is added. To launch the Remote Detailing meeting: Click the Remote Detailing button on the Application record page. On the Preparing stage, create a new Activity record by selecting the Activity object, selecting a record type, and clicking Next. The Activity Type field contains only Activity objects available for the current user; The Record Type field contains record types for the selected Activity object if these record types are available for the current user. In the next stages: Activity Creation: the new Activity record of the selected record type will be created. Requesting RD Session: the invitation link generation. Starting RD Session: launch of the Remote Detailing meeting. In case of any errors, the error message will be displayed at the appropriate stage. After all stages, the Remote Detailing meeting opens in the new tab. Click the Presenter Login button to join as a presenter. If you logged in as a guest, click the Log out button. Enter your username and an e-mail (optionally) and click Join to enter as a participant. A presenter can invite participants by sending the invitation link that is stored in the specified custom field on the Activity record in Salesforce. Specify the desired record type of the Activity object in the Apex trigger to launch the Remote Detailing or Self Detailing meeting. Optionally, specify a Salesforce workflow to send an email/SMS/etc. to the contact of the Activity record after generating an invitation link for this record. To add a custom field on the Activity page layout: Go to Setup → Object Manager → click an Activity object → Fields & Relationships. Click New. Create a field with the URL data type. The API name can be, e.g., RDLink__c. Specify the API name of the field in the Link Field on the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing tab. Click Save. Go to the Page Layout section. Open the appropriate page or mobile layout. Drag and drop the field from step 3 to the layout. Click Save. The field is created. To launch the Remote Detailing meeting: Create a new Activity record. Click the Applications button. In the Applications window, select the available CLM presentations for the Remote Detailing meetings. You can specify the IDs of CLM presentation(s) as a default value for the ApplicationIds__c field, or create your custom process to populate the ApplicationIds__c field. After a while, the specific field will be populated with the invitation link, for the Remote Detailing or Self Detailing meeting, according to Remote Detailing Setup. For the Remote Detailing meeting, click the invitation link in the specific field: Click the Presenter Login button to join as a presenter. If you logged in as a guest, click the Log out button. Click the invitation link. Enter your username and an e-mail (optionally) and click Join to enter as a participant. For the Self Detailing meeting, copy the invitation link and send it to the participant. Errors may occur during creating an Activity record for a Remote Detailing meeting. When a user adds CLM presentations to the Activity record, an error occurs if: at least one CLM presentation is not found on a server at least one CLM presentation is not active at least one CLM presentation is not available for remote detailing In this case, the Oops! Renew slides for the applications you selected and recreate the activity message will be displayed. The user will receive an email in the following format: REMOTE DETAILING NOTIFICATION Failed to create RD link for the Activity: Renew slides for the application(s) and recreate the activity: When a user launches the Remote Detailing meeting, an error occurs if: The user does not have permission to do so. The RD is not enabled for this profile message will be displayed. The user has no permission to read the following CLM presentations. During the Remote Detailing meeting, the user will see allowed CLM presentations, and Remote Detailing notifies the user of the list of hidden CLM presentations. CLM presentations for this meeting are no more available for Remote Detailing. During the Remote Detailing meeting, the user will see CLM presentations available for Remote Detailing, and Remote Detailing notifies the user of the list of hidden CLM presentations. CLM presentations are no more active. During the Remote Detailing meeting, the user will see only active CLM presentations, and Remote Detailing notifies the user of the list of hidden CLM presentations.","title":"Remote Detailing Launch: Salesforce Side","component":"ctmobile-ios","version":"3.0","name":"remote-detailing-launch-salesforce-side","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-launch/remote-detailing-launch-salesforce-side.html","titles":[{"text":"On Application Record","hash":"h2_1396626265","id":1},{"text":"Add the Remote Detailing button","hash":"h3_1371461765","id":2},{"text":"Launch the Remote Detailing session","hash":"h3_1411649707","id":3},{"text":"On Activity Record","hash":"h2_1956969773","id":4},{"text":"Add the custom field for the invitation link","hash":"h3_2144641458","id":5},{"text":"Launch the Remote Detailing session","hash":"h3_69490032","id":6},{"text":"Error Handling","hash":"h3_135274013","id":7}]},"1867":{"id":1867,"text":"A presenter can start a remote CLM presentation for participants by tapping the invitation link that is stored in the specified field on the Activity record screen in the CT Mobile app. The invitation link for Remote Detailing can be created for PC, tablets, and mobile phones. The invitation link for Self Detailing can be created for tablets and mobile phones. Optionally, specify a Salesforce workflow to send an email/SMS/etc. to the Contact of the Activity record after generating an invitation link for this record. To add a custom field on the Activity page layout: Go to Setup → Object Manager → click an Activity object → Fields & Relationships. Click New. Create a field with the URL type. The API name can be, e.g., RDLink__c. The field to store an invitation link should have the same API name on any Activity object for the Remote Detailing meeting. Click Save. Go to the Page Layout section. Open the appropriate page or mobile layout. Drag and drop the field from step 3 to the layout. Click Save. The field is created. If the activity was created on the mobile device and has not been synchronized yet, the presenter should perform quick record synchronization or fast synchronization. For the Remote Detailing meeting, click the invitation link in the specific field: As the presenter, the CLM presentation window opens and the remote CLM presentation starts with no need to enter credentials. To join as a participant, tap the invitation link. In the CLM presentation window, tap the Log out button. On the Welcome screen, enter your username and an e-mail (optionally) and tap Join to enter the meeting. For the Self Detailing meeting, copy the invitation link and send it to the participant.","title":"Remote Detailing Launch: the CT Mobile app","component":"ctmobile-ios","version":"3.0","name":"remote-detailing-launch-the-ct-mobile-app","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-launch/remote-detailing-launch-the-ct-mobile-app.html","titles":[{"text":"Add the custom field for the invitation link","hash":"h3_2144641458","id":1},{"text":"Launch the Remote Detailing session","hash":"h3_1411649707","id":2}]},"1868":{"id":1868,"text":"Table of Contents Remote Detailing Self Detailing Logo at the Waiting screen Configure the Remote Detailing functionality according to the appropriate mode, and, optionally, specify the Remote Detailing logo for the participant’s Waiting… screen. Follow the steps to configure the Remote Detailing functionality: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Check that the presenter profile should have access to the clm.Rest_OnlinePresenter class, to the Application, Application Stats, Slide, and Custom Scenario objects. To obtain access, assign one of the pre-configured permission sets. Check the cloud token is specified and valid. Check that the records per each trigger are active in Trigger Settings. Specify access to the CLM presentation(s) for Remote Detailing users. On the CT Mobile Control Panel: Calendar tab, specify the API name of the Activity object and the API name for the Activity Start Date field. Add the Apex trigger and classes to provide statistics collecting and generate the invitation link. For the Apex trigger, specify the API name of the Activity object from step 4. On the CT Mobile Control Panel: Presenter tab, enable the Remote Detailing functionality and specify options. Add the Applications button to create the CLM presentation set for an Activity object in Lightning Experience. Specify a logo for the participant’s Waiting… screen. Specify the ways to launch the Remote Detailing meeting in Salesforce and the CT Mobile app. Check that the presenter profile should have access to the clm.Rest_OnlinePresenter class, to the Application, Application Stats, Slide, and Custom Scenario objects. To obtain access, assign one of the pre-configured permission sets. Check the cloud token is specified and valid. Check that the records per each trigger are active in Trigger Settings. Specify access to the CLM presentation(s) for Remote Detailing users. On the CT Mobile Control Panel: Activities tab, specify the Activity object and its Start Date field. Add the Apex trigger and classes to provide statistics collecting and generate the invitation link. For the Apex trigger, specify the API name of the Activity object from step 4. On the CT Mobile Control Panel: Remote Detailing tab, enable the Remote Detailing functionality and specify its options. Add the Applications button to create the CLM presentation set for an Activity object in Lightning Experience. Specify a logo for the participant’s Waiting… screen. Specify the ways to launch the Remote Detailing meeting in Salesforce and the CT Mobile app. Follow the steps to configure the Self Detailing functionality: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Check the cloud token is specified and valid. Check that the records per each trigger are active in Trigger Settings. Specify access to the CLM presentation(s) for Self Detailing users. On the CT Mobile Control Panel: Calendar tab, specify the API name of the Activity object and the API name for the Activity Start Date field. Add the Apex trigger and classes to provide statistics collecting and generate the invitation link. For the Apex trigger, specify the API name of the Activity object from step 3. According to the CT Mobile package version: CT Mobile package below v. 3.63 CT Mobile package v. 3.63 or higher Create a site on the Salesforce side to collect statistics. To activate the statistics collecting, contact Customertimes Corp. Provide the site URL from step 4 and your Organization ID. To obtain an Organization ID, see the Salesforce Help. Create the integration user or use the existing one. The statistics collected during the Self Detailing meeting will be linked to this user. Click the Connect button next to Self-Detailing User on the CT Mobile Control Panel: Presenter tab, and authorize as an integration user in Salesforce. The CT Mobile User permission set should be assigned to the integration user. On the CT Mobile Control Panel: Presenter tab, enable the Remote Detailing functionality, specify options, and refresh CLM presentations. Set up a quick action to create the CLM presentation set for an Activity object in Lightning Experience. Specify a logo for the participant’s Waiting… screen. Specify the ways to launch the Self Detailing meeting in Salesforce and the CT Mobile app. Additionally, create a process to send the invitation link to participants by SMS, e-mail, etc. Check the cloud token is specified and valid. Check that the records per each trigger are active in Trigger Settings. Specify access to the CLM presentation(s) for Self Detailing users. On the CT Mobile Control Panel: Activities tab, specify the Activity object and its Start Date field. Add the Apex trigger and classes to provide statistics collecting and generate the invitation link. For the Apex trigger, specify the API name of the Activity object from step 3. On the CT Mobile Control Panel: Remote Detailing tab, enable the Remote Detailing functionality and specify its options. Set up a quick action to create the CLM presentation set for an Activity object in Lightning Experience. Specify a logo for the participant’s Waiting… screen. Specify the ways to launch the Self Detailing meeting in Salesforce and the CT Mobile app. Additionally, create a process to send the invitation link to participants by SMS, e-mail, etc. To specify the logo on the Waiting… screen: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to the CT Mobile Control Panel: General tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. In the User Interface section, click Customize. Click Choose file and upload the logo to use for the Home screen. Click Save. The logo is added. Go to CT Mobile Control Panel 2.0: User Interface tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. In the Homepage Logo section, click Upload Files and upload the logo to use for the Home screen. Click Save. The logo is added.","title":"Remote Detailing Setup","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-setup/index.html","titles":[{"text":"Remote Detailing","hash":"h2_1279002041","id":1},{"text":"Self Detailing","hash":"h2_1854710639","id":2},{"text":"Logo at the Waiting screen","hash":"h2_1821657178","id":3}]},"1869":{"id":1869,"text":"The presenter can make the audio recording of the Remote Detailing meeting that will be attached to the corresponding Activity record. Currently, only one audio record can be stored. To set up an audio recording for the Remote Detailing meetings: Go to Setup → Security → CSP Trusted Sites. Click New Trusted Site: In the Trusted Site Name field, enter any name. In the Trusted Site URL field, enter https://api.rd.ctclm.com. Click Save & New. In the Trusted Site Name field, enter any name. In the Trusted Site URL field, enter https://rd-presentations.s3.eu-west-1.amazonaws.com. Click Save. Go to Setup → User Interface → Lightning App Builder → click Edit next to the desired record page, for example, Pharma Activity Record Page. In the Lightning App Builder, drag the Audio Component section from the components tab on the left to the record page layout. Click Save. Go to the CT Control Panel: Presenter tab and enable the Audio Record Enabled checkbox (or Audio Recording toggle in the CT Mobile Control Panel 2.0: Remote Detailing tab). Click Save. The setup is complete. During the meeting, tap the Record On/Off button to start the audio recording. The record will be available on the corresponding Activity record page.","title":"Remote Detailing 2.0: Audio Recording","component":"ctmobile-ios","version":"3.0","name":"remote-detailing-2-0-audio-recording","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-setup/remote-detailing-2-0-audio-recording.html","titles":[]},"1870":{"id":1870,"text":"Table of Contents Apex Classes and Trigger to Create an Invitation Link and The Applications Button for Several CLM presentations Selection on Activity Record Add the Applications Button Create the CLM Presentation Set for the Remote Detailing Meeting One of the steps in setting up the Remote Detailing and Self Detailing functionality is to create Apex classes and trigger to be able to generate an invitation link and collect statistics. Also, add a quick action so that Lightning Experience users can specify sets of CLM presentations to be shown during the meeting. Add Apex trigger and classes: Get the Apex classes: ApexRestHelper.cls Test_ApexRestHelper.cls Go to Setup → Custom Code → Apex Classes → click New and add each of the Apex classes separately. Go to Setup → Object Manager → click an Activity object. In the Triggers section, click New and add ActivitySetLinkProcess.trigger to generate invitation links on the Activity record for Remote Detailing or Self Detailing meetings. Check that the object selected for the Apex trigger is specified as the Activity object on CT Mobile Control Panel: Calendar / CT Mobile Control Panel 2.0: Activities. Please beware that API names of objects and fields in this trigger should be aligned with API names of objects and fields used in your Salesforce org for the Remote Detailing functionality. Replace API names in the code if needed: API Name in the Code Description Event Depending on the Activity object, specify its API Name instead of Event in this line: trigger EventSetLinkProcess on Event (after insert, after update){ You can specify several triggers for different Activity objects. In this case, use a unique name per each trigger. By default, an invitation link is generated after creating a new record or updating an existing one (after insert, after update). In the trigger code, you can specify other events to generate an invitation link. Timeoff Specify the API name of a record type of the Activity object to generate an invitation link for Self Detailing. The same record type cannot be simultaneously used for Self Detailing and Remote Detailing. Visit Specify the API name of a record type of the Activity object to generate an invitation link for Remote Detailing. The same record type cannot be simultaneously used for Self Detailing and Remote Detailing. The Apex trigger and classes are added. Available for the Lightning Experience users. It is possible to demonstrate several CLM presentations along with the available custom scenarios during a single Remote Detailing meeting. Add the Applications button on the Activity layout. Currently, for Salesforce Classic users, the Applications button cannot be added. It is necessary to manually specify CLM presentation IDs in the specific field on the Activity object (separated by a comma, without blank space), e.g., ApplicationIds__c. Select available CLM presentations for the Remote Detailing meeting on the appropriate Activity record. The custom scenario available for users will also be added to the set. To add a CLM presentation to the set, the CLM presentation should be active and available for the Remote Detailing functionality. On the CLM presentation record, check the Active and Available for Remote Detailing fields. To add the Applications button on the Activity tab for the creation of the CLM presentation set: Get the archive with components here. Unzip the archive. Click src and then classes to get Apex classes. Specify the following in the Apex classes: ActivityApplications.cls Please beware that API names of objects and fields in this class should be aligned with API names of objects and fields used in your Salesforce org for the Remote Detailing functionality. Replace API names in the code if needed: API Name in the Code Description CTPHARMA__Activity__c Specify the API name of an Activity object, for which an invitation link will be created. ApplicationIds__c Specify the API name of the field on the Activity object that stores CLM presentations IDs: a field with the Text type to store a few IDs (separated by a comma, without blank space). Fields with the Lookup type are not supported. TestActivityApplications.cls Please beware that API names of objects and fields in this class should be aligned with API names of objects and fields used in your Salesforce org for the Remote Detailing functionality. Replace API names in the code if needed: API Name in the Code Description CTPHARMA__Activity__c Specify the API name of an Activity object, for which an invitation link will be created. ApplicationIds__c Specify the API name of the field on the Activity object that stores CLM presentations IDs: a field with the Text type to store a few IDs (separated by a comma, without blank space). Fields with the Lookup type are not supported. Click src and then quickActions. Rename the file for the appropriate Activity object. For example, for the CustomActivity__c write CustomActivity__c.Applications.quickAction. Zip the src folder. The ZIP archive can have any name. Log in as the administrator on Workbench. Click migration → Deploy → add the ZIP archive from step 3 → click Next → click Deploy. In Salesforce, go to Setup → Object Manager → click the appropriate Activity object → Page Layouts → click the appropriate page layout → add the Applications button → click Save. Currently, the Applications button can be added for only one Activity object. The Applications button is added to the Activities tab. To form the CLM presentation set for the Remote Detailing meeting on the appropriate Activity record: Click the Activities tab. Select the appropriate Activity record. Click the Applications button. In the Applications window, select the available CLM presentations for the Remote Detailing meetings. Click Save Applications List. The CLM presentation set is formed.","title":"Remote Detailing: Apex Trigger, Classes and Quick Action","component":"ctmobile-ios","version":"3.0","name":"remote-detailing-apex-trigger-classes-and-quick-action","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-setup/remote-detailing-apex-trigger-classes-and-quick-action.html","titles":[{"text":"Apex Classes and Trigger to Create an Invitation Link and","hash":"h2_249047963","id":1},{"text":"The Applications Button for Several CLM presentations Selection on Activity Record","hash":"h2_636817742","id":2},{"text":"Add the Applications Button","hash":"h3_848494787","id":3},{"text":"Create the CLM Presentation Set for the Remote Detailing Meeting","hash":"h3_2024838382","id":4}]},"1871":{"id":1871,"text":"For users of the CT Mobile package below v. 3.63. One of the steps in setting up the Self Detailing functionality is to create and set up a site. Create a site to collect CLM presentation statistics via Self Detailing: Add a domain. Go to Setup → User Interface → Sites and Domains → Sites. Click New and specify the parameters of the site. Fill out all required fields; Make sure that the Active and Lightning Features for Guest Users fields are checked; Select Allow framing from any page (No protection) in the Clickjack Protection Level field. Specify Active Site Home Page. Use the lookup field to find and select the Visualforce page that you developed for your site’s home page. You can set up any site. To create a site and active Visualforce page, please read Salesforce Help. Click Save. The site is created. Public access settings control what public users can do on the site. To set the public access settings for your site: From Setup, enter Sites in the Quick Find box, then select Sites. Click the name of the site you want to control. Click the Public Access Settings button to open the Profile page for your site profile. In the Object Settings section, click Applications → Edit → check the Enabled checkbox next to Read, then grant read access for all fields and click Save. Follow the path in step 4 for the Custom Scenario and Slides objects. In the Object Settings section, click ApplicationStats → Edit → check the Enabled checkbox next to Read, Edit, and Create, then grant read and edit access for all fields and click Save. In the Apex Class Access section, click Edit, add ApexRestHelper in the Selected box and click Save. Go to CT Mobile Control Panel: Presenter and specify the site URL in the Endpoint URL field. Not applied since CT Mobile package v. 3.63. The public access is set.","title":"Self Detailing 1.0: Sites Settings","component":"ctmobile-ios","version":"3.0","name":"self-detailing-1-0-sites-settings","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-setup/self-detailing-1-0-sites-settings.html","titles":[{"text":"Create a Site","hash":"h2_2055482869","id":1},{"text":"Set Public Access to the Site","hash":"h2_455514666","id":2}]},"1872":{"id":1872,"text":"The JS Bridge methods for exchanging data with Salesforce are disabled for Self Detailing meetings because an anonymous user can access data. In this case: Use the secure ctm.secureQuery method instead of ctm.query. Create the CTM Settings record with the Remote Detailing Request record type. To create a CTM Settings record: Go to the CTM Settings tab and click New. Select the Remote Detailing Request record type. Specify the following: In the Criteria field, add the SOQL query, for example, SELECT Id FROM Account WHERE Name like{!Name} and Type ={!Type} In the Label field, specify the label of the record, for example, Retrieve_Account. Click Save. The setup is complete.","title":"Self Detailing 2.0: Using Secure JS Bridge Method","component":"ctmobile-ios","version":"3.0","name":"self-detailing-2-0-using-secure-js-bridge-method","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-setup/self-detailing-2-0-using-secure-js-bridge-method.html","titles":[]},"1873":{"id":1873,"text":"The Remote Detailing meeting has a different UI for the presenter and participants and depends on the CT Mobile package version. Read the articles to be fully aware of the available functionality. The homepage logo will be used for the Remote Detailing screens, e.g., the Waiting… screen for participants. The display of the sidebar menu with participants and available options during the Remote Detailing meeting depends on the CLM Settings record. For users of the CT Mobile package below v. 3.63 For users of the CT Mobile package v. 3.63 or higher Remote Detailing 1.0: UI for Presenter Remote Detailing 1.0: UI for Participants Remote Detailing 2.0: UI for Presenter Remote Detailing 2.0: UI for Participants","title":"Remote Detailing UI Basics","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-ui-basics/index.html","titles":[]},"1874":{"id":1874,"text":"Table of Contents Join the Remote Detailing session Participate in the Remote Detailing session Leave the Remote Detailing session Participants can view the remote CLM presentations on their PC, tablet, or mobile phone. The supported browser list is available here. To join the meeting: Click the invitation link to join the CLM presentation. Enter username and e-mail (optionally) and click Join. If the presenter did not start the Remote Detailing meeting, the Waiting… screen is displayed. When the presenter joined, participants will be redirected to the Remote Detailing meeting window. When the meeting starts: Zoom in or out with the slider for a comfortable view, or with the pinch gesture on tablets. Activate the full-screen mode or maximize the sidebar if needed. Like or dislike slide. The Track slide likes/dislikes option should be enabled on the CLM presentation record and the presenter should allow like/dislike for participants. If the presenter allowed the remote control for the participant, the participant can interact with slides and use JS Bridge methods. The participant pointer is displayed for all participants. The slide navigation bar and the ability to select a CLM presentation are disabled. The pop-ups tip the participant about the newly joined users and users who left the meeting. On the Participants tab of the sidebar, set up the view. The Chat tab and video streaming may be enabled by the administrator on the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing tab. Click to enable the microphone and camera. The warning will be displayed if permission is not granted. Click the End call button to leave the meeting. For each participant, the participant is allowed to: Check their network details. Open the Mute options and use the slider to set up a microphone volume for the selected participant. Mute the participant or mute all participants including yourself except for the selected participant. Click End call to leave the meeting. If the presenter finishes the meeting, participants will be automatically logged out. You can enter the Meeting ID and join as a participant in another Remote Detailing meeting.","title":"Remote Detailing 1.0: UI for Participants","component":"ctmobile-ios","version":"3.0","name":"remote-detailing-1-0-ui-for-participants","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-ui-basics/remote-detailing-1-0-ui-for-participants.html","titles":[{"text":"Join the Remote Detailing session","hash":"h2_555694282","id":1},{"text":"Participate in the Remote Detailing session","hash":"h2_1176220873","id":2},{"text":"Leave the Remote Detailing session","hash":"h2_888286157","id":3}]},"1875":{"id":1875,"text":"Table of Contents Start a Remote Detailing session Manage a Remote Detailing session Finish a Remote Detailing session A presenter can launch the CLM presentation from Salesforce or the CT Mobile app. Read Remote Detailing: F.A.Q. to check supported browsers, recommended bandwidth, and CLM-presentations features availability. To start the meeting: Click the invitation link to start the CLM presentation. Click the Presenter Login button. If you enter participant details and click Join, you can log out on the next screen and re-enter as the presenter. Also, you can return to the CT Presenter site and join the meeting by entering the Meeting ID. If you start the Remote Detailing meeting from the CT Mobile app, you do not need to re-enter as the presenter. The CLM presentation will be launched in the new app window. You can click to minimize the CLM presentation and continue to work with the CT Mobile app. Allow the request access (if you are logging in first time in this browser). You’re logged in and the meeting is started. When you started the meeting, participants can join and participate. If you did not allow the camera and microphone access, the browser asks the permission. In the case of several CLM presentations, select a CLM presentation or its custom scenario if available. Zoom in or out with the slider for a comfortable view, or use the pinch gesture on tablets. Activate the full-screen mode or maximize the sidebar. You can hide/show the slide navigation bar and the sidebar. On the Participants tab of the sidebar, set up options for participants and meeting settings. The Chat tab and video streaming may be enabled on the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing tab. Click to enable the presenter’s microphone and camera. The warning will be displayed if permission is not granted. If selected, the presenter pointer will be displayed for all participants. If selected, permission for likes/dislikes will be granted to all participants. To view the likes/dislikes of participants in the statistics, the Track slide likes/dislikes option should be enabled on the CLM presentation record. Share your screen with the participants if needed. Click the End call button to finish the meeting. The pop-ups tip you about the newly joined users and users who left the meeting. View the participant’s on the sidebar. Check their network details. Grant the remote control if needed. If a participant has the remote control, the participant pointer will be displayed for all participants. Open the Mute options and use the slider to set up a microphone volume for the selected participant. Mute the participant or mute all participants including yourself except for the selected participant. Click End call to finish the meeting. You can enter the Meeting ID and join as a participant in another Remote Detailing meeting.","title":"Remote Detailing 1.0: UI for Presenter","component":"ctmobile-ios","version":"3.0","name":"remote-detailing-1-0-ui-for-presenter","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-ui-basics/remote-detailing-1-0-ui-for-presenter.html","titles":[{"text":"Start a Remote Detailing session","hash":"h2_1056929534","id":1},{"text":"Manage a Remote Detailing session","hash":"h2_561326567","id":2},{"text":"Finish a Remote Detailing session","hash":"h2_847221785","id":3}]},"1876":{"id":1876,"text":"Table of Contents Join the Remote Detailing session Participate in the Remote Detailing session Main Screen Sidebar Leave the Remote Detailing session Available since CT Mobile package 3.63. Participants can view the remote CLM presentations on their PC, tablet, or mobile phone. The supported browser list is available here. To join the meeting: Click the invitation link to join the CLM presentation. Enter your username and e-mail and click Join. If specified, a participant should agree with the Terms of Use. An email address may be required. If a participant has ever joined the meeting in this browser, they can join the meeting with no need to enter details. If the presenter did not start the Remote Detailing meeting, the Waiting… screen is displayed. When the presenter joined, participants will be redirected to the Remote Detailing meeting. When the meeting starts: Zoom in or out a slide for a comfortable view or with the pinch gesture on tablets. Enter full-screen mode. Collapse the sidebar with the participants or maximize it. Like or dislike slide. The Track slide likes/dislikes option should be enabled on the CLM presentation record and the presenter should allow like/dislike for participants. If the presenter allowed the remote control for the participant, the participant can interact with slides and use JS Bridge methods. The participant pointer is displayed for all participants. The slide navigation bar and the ability to select a CLM presentation are disabled for participants. The sidebar has the Conference tab to view participants and available actions. Click Meeting ID in the bottom right corner to copy the Meeting ID and share it if needed. When participants join or leave a meeting or a new comment appears, the corresponding pop-up will be shown in the lower-right corner. If specified in the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing, the Comments tab will be displayed and all users can leave a comment. The red dot indicated the unread messages. If audio is recording, the warning is displayed. Audio/Video On/Off Click to enable the microphone and camera if video streaming is allowed in the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing tab. The browser asks permission if it has not been granted yet. Click the arrow next to the microphone or camera button to select the desired device if applied. Screen Share On/Off Click to start sharing the screen and select what to share. By default, the screen will be shared in the sidebar next to the participant instead of a video if the video is turned on. If the presenter clicks the Video out of focus button next to a participant in the sidebar, the participant’s screen or video will be shared on the main screen instead of the current CLM presentation slide. The CLM presentation will continue to broadcast next to the presenter in the Conference tab. Click the video/screen sharing window to zoom it out in the Conference tab. End Call Click to leave the meeting. If call repeat is allowed in the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing tab, you can join it again. Click End call to leave the meeting. If the meeting is still on, you can rejoin it. When the Session Timeout option is set up in the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing tab and the Presenter is out of the meeting for more than the specified time, participants will be automatically logged out. If the Presenter finishes the meeting, participants will be automatically logged out. You can enter the Meeting ID and join as a participant in another Remote Detailing meeting.","title":"Remote Detailing 2.0: UI for Participants","component":"ctmobile-ios","version":"3.0","name":"remote-detailing-2-0-ui-for-participants","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-ui-basics/remote-detailing-2-0-ui-for-participants.html","titles":[{"text":"Join the Remote Detailing session","hash":"h2_555694282","id":1},{"text":"Participate in the Remote Detailing session","hash":"h2_1176220873","id":2},{"text":"Main Screen","hash":"h3_449942769","id":3},{"text":"Sidebar","hash":"h3_111154998","id":4},{"text":"Leave the Remote Detailing session","hash":"h2_888286157","id":5}]},"1877":{"id":1877,"text":"Table of Contents Start a Remote Detailing session Manage a Remote Detailing meeting Main Screen Sidebar Finish a Remote Detailing session Available since CT Mobile package v. 3.63. A presenter can launch the CLM presentation from Salesforce or the CT Mobile app. Read Remote Detailing: F.A.Q. to check supported browsers, recommended bandwidth, and CLM-presentations features availability. To start the meeting: Click the invitation link to start the CLM presentation. In the pop-up menu, select Launch in app or Open in browser. Click the Presenter Login button in the top right corner of the screen. If you enter participant details and click Join, you can log out on the next screen and re-enter as the presenter. Also, you can return to the CT Presenter site and join the meeting by entering the Meeting ID. If you start the Remote Detailing meeting from the CT Mobile app, you do not need to re-enter as the presenter. The CLM presentation will be launched in the new app window. You are logged in and the meeting is started. In case of the first login, grant the requested permissions. Please note, that the following features are available only for browser version of Remote Detailing and are not available for the in-app version: Zooming in\\out and entering full-screen mode. Recording audio part of the meeting. Screen sharing. Sharing control to participants. Likes On/Off option. Also, the presentation controls are located in the lower part of the sidebar. When you started the meeting, the meeting screen is opened. Now, participants can join the meeting. In the case of several CLM presentations, select a CLM presentation or custom scenario. Zoom in or out with the slider for a comfortable view, or use the pinch gesture on tablets. Not available in the in-app version of Remote Detailing. Enter full-screen mode if needed. Not available in the in-app version of Remote Detailing. Collapse the sidebar with the participants or maximize it. Not available in the in-app version of Remote Detailing. Navigate between slides. Hide or show the slide navigation bar. The sidebar has the Conference tab to manage the Remote Detailing meeting, select audio and video options, and enable participant actions. Click Meeting ID in the bottom right corner to copy the Meeting ID and share it if needed. Not available in the in-app version of Remote Detailing. When participants join or leave a meeting or a new comment appears, the corresponding pop-up will be shown in the bottom right corner. If specified in the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing, the Comments tab will be displayed and all users can leave a comment. The red dot on the tab indicates the unread messages. Record on Not available in the in-app version of Remote Detailing. If allowed in the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing tab, click to record the audio of the meeting. The warning is displayed while audio recording. The audio record is available on the corresponding Activity record page. Audio/Video On/Off Click to enable the microphone and camera if video streaming is allowed in the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing tab. The browser asks permission if it has not been granted yet. Click the arrow next to the microphone or camera button to select the desired device. Screen Share On/Off Not available in the in-app version of Remote Detailing. Click to start sharing the screen and select what to share. By default, the screen will be shared in the sidebar instead of a video if the video is turned on. Click the Video out of focus button next to you in the sidebar to share the screen or video on the main screen instead of the current CLM presentation slide. End Call Click to leave the meeting. If call repeat is allowed in the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing tab, you can launch it again. Likes On/Off Not available in the in-app version of Remote Detailing. Enable the ability to like or dislike slides for participants. To view the participants' likes/dislikes in the CLM Presentation statistics, the Track slide likes/dislikes option should be enabled on the CLM presentation record. Pointer On/Off Click to enable the presenter pointer display on participants' screens. Manage Participants Not available in the in-app version of Remote Detailing. Mute or unmute the participant’s microphone. Enable the participant pointer to view it on the main screen, for example, when the participant wants to draw attention to something on the slide. If a participant share video or screen, the video streaming is displayed next to a participant in a separate window in the Conference tab. Click the Video out of focus button next to a participant in the sidebar to share the screen or video on the main screen instead of the current CLM presentation slide. The CLM presentation will continue to broadcast next to you in the Conference tab. Click the video/screen sharing window to zoom it out in the Conference tab. Click End call to finish the meeting. All participants forcibly leave the meeting. Allow the repeated meeting on the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing tab to have the ability to restart the finished meeting. You can enter the Meeting ID and join as a participant in another Remote Detailing meeting.","title":"Remote Detailing 2.0: UI for Presenter","component":"ctmobile-ios","version":"3.0","name":"remote-detailing-2-0-ui-for-presenter","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-ui-basics/remote-detailing-2-0-ui-for-presenter.html","titles":[{"text":"Start a Remote Detailing session","hash":"h2_1056929534","id":1},{"text":"Manage a Remote Detailing meeting","hash":"h2_561326567","id":2},{"text":"Main Screen","hash":"h3_449942769","id":3},{"text":"Sidebar","hash":"h3_111154998","id":4},{"text":"Finish a Remote Detailing session","hash":"h2_847221785","id":5}]},"1878":{"id":1878,"text":"Available since CT Mobile package 3.63. Participants can join the Self Detailing meeting on their PC, tablet, or mobile phone. To join the meeting, use the invitation link. Use the integration user to collect statistics of the user who participates in the Self Detailing meeting. When joining the meeting: In the case of several CLM presentations, select the desired CLM presentation or custom scenario. Enter full-screen mode. Switch slides and use the specified JS Bridge methods, take surveys, and more. Open the Comments section to add a comment. Collapse the Comments section if needed. Like or dislike a slide. Enable the Track slide likes/dislikes option on the CLM presentation record. Share a CLM presentation via email, Facebook, or Twitter. Close the browser tab to leave the meeting.","title":"Self Detailing 2.0: UI","component":"ctmobile-ios","version":"3.0","name":"self-detailing-2-0-ui","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/remote-detailing-ui-basics/self-detailing-2-0-ui.html","titles":[]},"1879":{"id":1879,"text":"CT Presenter app is deprecated and will be removed from the Apple App Store soon. The CT Presenter app for iPad is a solution of the CT Products family that is intended to facilitate remote interactions between the sales presenter and clients (HCPs, buyers) to achieve the most engaging user experience. With the invitation link, participants of the Remote Detailing meeting could enter the meeting via the CT Presenter app installed on their devices and, according to the permissions, perform actions, such as stream video and audio, like/dislike slides, or answer the questions on a slide. Installing CT Presenter The CT Presenter app: Join the Remote Detailing Meeting The CT Presenter app: Interactions during the Remote Detailing Meeting","title":"The CT Presenter app","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/the-ct-presenter-app/index.html","titles":[]},"1880":{"id":1880,"text":"This application is an outdated solution. It is recommended that you use the Safari browser. To install the CT Presenter app, follow the direct link on the App Store. Click Get or . Establish trust for the CT Presenter app. Go to General → Profiles & Device Management → under Enterprise App tap Customertimes, Corp. → tap Trust \"Customertimes, Corp.\". Click Open to launch the CT Presenter app. Now, you could join the Remote Detailing meeting via CT Presenter.","title":"Installing CT Presenter","component":"ctmobile-ios","version":"3.0","name":"installing-ct-presenter","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/the-ct-presenter-app/installing-ct-presenter.html","titles":[]},"1881":{"id":1881,"text":"Table of Contents Grant Access Using Sidebar Presentation Remote Control This application is an outdated solution. It is recommended that you use the Safari browser. Working with the CLM presentation in the CT Presenter app is the same as in the browser window. When a participant joined the meeting, they should grant access to the device’s camera or microphone. The pop-ups with the requested permission will be displayed when the participant taps on the camera or microphone icon in the sidebar. If the participant decided to change the permission, they could open the device Settings and specify the required permissions. On the right side of the screen, the sidebar is displayed. According to Remote Detailing settings, video streaming, audio calls, and chat will be available for participants. On the participant icon, there is info about the enabled participant’s camera and microphone. The sidebar can be hidden. The sidebar has two tabs if video streaming, audio calls, and chat are enabled: The Chat section if video streaming, audio calls, and chat are enabled. When somebody sends a message, the pop-up with the text will be displayed. Click the Chat tab to view the message. The settings of the sidebar: Select the sound device (a phone or a speaker). Enable low bandwidth mode in the case of a slow connection. Tap More options to open other settings: Toggle the camera if available. Enter the tile view to display several participants' videos. Start showing subtitles if available. Participants could zoom in and zoom out a slide with the two-finger pinch gesture. The presenter could grant permission to participants: Like and dislike slides. View the presenter pointer. Remote control of the presentation. The participant can interact with the presentation, for example, enter data, toggle switchers, or answer questions.","title":"The CT Presenter app: Interactions during the Remote Detailing Meeting","component":"ctmobile-ios","version":"3.0","name":"the-ct-presenter-app-interactions-during-the-remote-detailing-meeting","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/the-ct-presenter-app/the-ct-presenter-app-interactions-during-the-remote-detailing-meeting.html","titles":[{"text":"Grant Access","hash":"h2_1426199188","id":1},{"text":"Using Sidebar","hash":"h2_111154998","id":2},{"text":"Presentation Remote Control","hash":"h2_203213019","id":3}]},"1882":{"id":1882,"text":"This application is an outdated solution. It is recommended that you use the Safari browser. A participant could join the Remote Detailing meeting: using the Meeting ID. Firstly, they open the CT Presenter app, enter the Meeting ID and then enter their name and e-mail (optionally) on the Participant Details screen. using the invitation link. In this case, they tap the invitation link and automatically go to the Participant Details screen of the CT Presenter app, and enter their name and e-mail (optionally). To join the Remote Detailing meeting launched by the presenter. Open the CT Presenter app. Enter the Meeting ID. The Enter button will be available after all 10 digits are specified. According to the Meeting ID: If the Meeting ID is correct, the Participant Details screen is open. If the Remote Detailing session is expired, the following screen is open. Tap the arrow to go back to the Meeting ID screen. If the Meeting ID is not correct, the following screen is open. Tap the arrow to go back to the Meeting ID screen. On the Participant Details screen, enter the name and e-mail address (optionally) and tap the Join button. If a participant taps the invitation link, they will be redirected to the Participant Details screen. The warning will be displayed in case of an incorrect e-mail (without @). According to the Meeting ID and the presenter’s behavior: The Remote Detailing session screen with the presentation on the main screen and the sidebar on the right side of the screen. To get familiar with the actions during the meeting, read Interactions during the Remote Detailing meeting. If the connection is lost, a notification will be shown. The Waiting… screen is displayed when the presenter has not started the meeting. Tap the Log out button to go back to the Meeting ID screen. The End Session screen if the participant tries to join the already finished meeting. Tap the arrow to go back to the Meeting ID screen.","title":"The CT Presenter app: Join the Remote Detailing Meeting","component":"ctmobile-ios","version":"3.0","name":"the-ct-presenter-app-join-the-remote-detailing-meeting","url":"/ctmobile-ios/3.0/ct-presenter/the-remote-detailing-functionality/the-ct-presenter-app/the-ct-presenter-app-join-the-remote-detailing-meeting.html","titles":[]},"1883":{"id":1883,"text":"Call up the action menu by double-tapping the left or right side of the screen with the launched CLM presentation. Tap the appropriate button to apply the action. To get familiar with the available gestures, refer to Gestures in CLM presentations. Tap to exit the CLM presentation. A CLM presentation launched from the carousel of presentations on a mobile layout of a record will be closed. When a user taps to close a CLM presentation launched from the Application menu or Home screen, the pop-up window appears with options: Tap to link statistics of the CLM presentation to one or several activities. Tap one or more activities and then click the Selected (n) button, where (n) is the number of selected activities. The record details screen will appear. Tap to exit from the CLM presentation. Tap to select a scenario from a list of available scenarios of all the CLM presentations uploaded on a device. This list is displayed according to the compact layout of custom scenario object. Tap a scenario to launch it. Tap to cancel any started scenario and come back to the previous one. The button is hidden for the first open scenario. Tap to open the attachments screen: The Attachments tab is a list of attachments of the current CLM presentation. The Salesforce Content tab is a list of downloaded documents. Tap an attachment to open it in fullscreen mode. Tap Send and follow the 3–5 steps of the Send Slides section to send attachments by email. Tap to open the list of slides. Tap slides to select for sharing. Only the slides which are available to share are displayed. Select the Share Allowed checkbox on a Slide record to have the ability to send one or several slides as a PDF file by email. If you want to see all the slides, tap Cancel. Tap Send and select the slides to share. Tap Send selected. In a pop-up window, select one of the configured email templates. In the next pop-up window, select one or several recipients and tap Send. The configured email opens. You can also add recipients manually. For more information, go to Email Templates. Tap Send. Slides have been sent. Tap to send a PDF based on the HTML template. Templates are attached to the CLM presentation. The template’s name must be template[n].html, where n is the number, i.e., 001. Markers, such as {!Account.Name}, will be replaced with the values. To send a PDF file: if a CLM presentation has been launched from the carousel of presentations on a mobile layout of a record, tap Send and follow the 3–5 steps of the Send Slides section. if a CLM presentation has been launched from the Application menu or Home screen, a pop-up window to select an object opens. Select an object, and its record, tap Send and follow the 3–5 steps of the Send Slides section. Tap to view usage statistics by each slide: : the number of slide views. : the viewing time of the slide. : like. : dislike. : tap, add a comment and click Done. Click Send to select one or several available to share slides to send them without usage statistics by following 1–5 steps of the Send Slides section. Tap to cancel any started scenario and come back to the previous one. If it is the first open scenario, the button is unavailable. Applications support the Picture in Picture mode. Tap to minimize the CLM presentation. You can move the floating window around the screen. Tap the floating window to resume the CLM presentation. If you minimized a CLM presentation, you cannot launch another CLM presentation. If you minimized a CLM presentation, you can launch any synchronization except the full one. If you try to launch full synchronization, the system alerts you to close the floating window. Close the floating window to exit the CLM presentation.","title":"CLM Presentation Controls","component":"ctmobile-ios","version":"3.0","name":"clm-presentation-controls","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/applications/clm-presentation-controls.html","titles":[{"text":"Exit from CLM presentation","hash":"h2_395765007","id":1},{"text":"Select Scenario","hash":"h2_1946356876","id":2},{"text":"Attachments","hash":"h2_796893232","id":3},{"text":"Send Slides","hash":"h2_1807389398","id":4},{"text":"Send PDF","hash":"h2_1347300086","id":5},{"text":"View Statistics","hash":"h2_300583250","id":6},{"text":"Cancel Scenario","hash":"h2_318028134","id":7},{"text":"Minimize CLM-presentation","hash":"h2_2118297329","id":8}]},"1884":{"id":1884,"text":"Use gestures on slides of the launched CLM presentation in the Application module, on the mobile layout, and Home Screen. Double-finger swipe left and right The default gesture is to switch slides. You can use one-finger swiping by specifying it in the Swipe gesture type attribute for a CLM presentation record. A one-finger swipe for slides may interfere with embedded interactions in the slides. Double-finger swipe up and down Like or dislike the current slide. This gesture will not affect the display of the slide. Double-finger rotation Use to restart the current interactive slide. Double-tap the right or left side of the screen Display the action menu with available options. To hide the action menu, double tap on it. For design considerations: the bottom navigation bar has a 120 px width. Double-tap at the bottom of the screen Display the navigation bar for rapid switching between the slides. Tap a slide to open it. To hide the navigation bar, double tap on it. If there are several branches in the CLM presentation, only slides of the selected branch are displayed. The bottom navigation bar has a 120 px height. It is possible to preview the slides in it with resolutions 100×75 px. Two-finger pinch Zoom in and zoom out slides converted from PowerPoint or PDF.","title":"Gestures in CLM Presentations","component":"ctmobile-ios","version":"3.0","name":"gestures-in-clm-presentations","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/applications/gestures-in-clm-presentations.html","titles":[]},"1885":{"id":1885,"text":"Table of Contents Add Applications to the Menu Working with Applications The Main tab The Mobile Scenario Editor Automatic Scenario Building The Slides/Attachments tab The Application module is intended to store and display CLM presentations and custom scenarios. You can add CLM presentations to the mobile layout and manage CLM presentations by the control buttons, gestures, or JS methods and links on the slides. For each CLM presentation, it is possible to set up statistical data to collect. The profile must have access to Application, Slide, Custom Scenario, and Application Stats objects for the correct functioning. To add the Applications module to the app menu: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Applications item. Click Add to close the Add menu item tool. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the Application Modules or Integration tab, select the Applications item. Click Save. The red dot on the Applications item in the left menu means that new application records have been downloaded since the last synchronization: On the Main tab: select the appropriate Application list view and CLM presentation tap the preview image to start the standard CLM presentation with all slides tap the Plus button to add a mobile scenario and tap its name to launch it add scenarios to favorites By default, a standard scenario is created for each presentation, it includes all the slides of the presentation and it is selected as a favorite. It can be unselected as favorite, but this setting will be reset during the next full synchronization, as it is stored locally in the mobile app. For custom scenarios, which can include all or only selected slides of the presentation, the favorite setting is stored in Salesforce, so it is kept even after full synchronization. switch to the Slides or Attachments tab. Mobile Scenario Editor is the functionality for creating and/or editing custom CLM presentation scenarios in the CT Mobile app. The Slide reordering enabled checkbox must be selected in the Application record type. Depending on CLM presentation settings on the Slide object, it provides the possibility to change the order of slides, and remove or add slides to the presentation. Upon editing completion, the set of slides is saved as Custom Scenario. If a slide added to a custom scenario is excluded from the presentation (deactivated or deleted), such change will also apply to the respective custom scenarios. If a slide is required, it cannot be excluded from the custom scenario. The user can mark a scenario created in the editor as a favorite to display it on the home screen of the application and on the record details screen. To create a scenario: Tap the Plus button to open the Mobile Scenario Editor. Sort slides by likes, popularity, or preview time. Tap a slide to select it. Click Save and enter the custom scenario name. If a slide has the red frame and cannot be untapped, it means that it configured as Required and cannot be excluded from the custom scenario: The scenario is created. Launch fast synchronization to upload it to Salesforce. Automatic scenario building is only available if the Application Stats records are found on the device. Automatic scenario building is not available at the first synchronization or after an application reset. The user has the possibility of an automatic scenario building based on personal statistics collected in the course of previous CLM presentations. Scenario building criteria: Slide view duration Number of slide views Number of likes It is possible to send slides and attachments by e-mail. To send a slide or attachment: Tap the Slides/Attachments tab. Tap the button. Tap a slide/attachment to select it. Tap Send Selected. Select an email template if available. Select a user to send. Click Send. The slides/attachments are sent.","title":"Applications","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/applications/index.html","titles":[{"text":"Add Applications to the Menu","hash":"h2_1510760474","id":1},{"text":"Working with Applications","hash":"h2_1504705898","id":2},{"text":"The Main tab","hash":"h3_1557359819","id":3},{"text":"The Mobile Scenario Editor","hash":"h3_1236408094","id":4},{"text":"Automatic Scenario Building","hash":"h2_579857087","id":5},{"text":"The Slides/Attachments tab","hash":"h3_1706766297","id":6}]},"1886":{"id":1886,"text":"Table of Contents Calendar Interface Left menu Main screen Adding Calendar to the Menu Configuring the Calendar Algorithm for Filling Out the Lookup Field on Activity Conditions to Show Activity on the Calendar Grid The Calendar module allows you to create and manage multiple activity objects, viz.Activity,Task, and Event. Configure the Calendar view and apply custom color settings to different activity types. To learn how to work with the Calendar module, go to the Using Calendar article. The calendar includes two main sections. Select the appropriate list view with accounts, contacts/references, or the hierarchical view. Select the appropriate list view with accounts or contacts/references. If the Reference object is not selected in the Reference Object API Name field, records of the Contact object will be displayed in the Calendar left menu. Otherwise, records of the Reference object are displayed. Tap Calendar in the menu to quickly return to the starting Calendar screen if you moved to the record details screen of the activity and further by lookup fields or related lists. Drag-and-drop one or several records simultaneously from the left menu to plan new activities. If configured (in CT Mobile Control Panel: Mini Layouts / CT Mobile Control Panel 2.0: Mini Layouts), fill in the required fields in the mini layout. The title of the activity in the calendar grid is the value of the first field in the compact layout, and the subtitle is the value of the second field in the compact layout. If necessary, set up Salesforce Holidays to see them on the calendar grid. To add the Calendar module to the app menu: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Calendar item. Click Add to close the Add menu item tool. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the All or Application Modules tab, select the Calendar item. Click Save. The setup is complete. To configure Calendar: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: Calendar tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Turn on the Enable Activity Planning. Customize the calendar and specify Activity objects. Click Save. Go to CT Mobile Control Panel 2.0: Activities tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Specify Activity objects. Go to CT Mobile Control Panel 2.0: App Menu tab. Select Calendar module in the Selected list. Customize the calendar options. Click Save. The setup is complete. During the Activity record creation by drag-and-drop an Activity record to the calendar grid, the CT Mobile app fills out the corresponding lookup field to the related object according to the algorithm: If there is only one lookup field on the Activity object to the related object, the lookup field will be filled out with the record of the related object. If there are two and more lookup fields on the Activity object to the related object, and the lookup field has the Account, Contact, or Reference keyword in the API name, for example, AccountId__c, the lookup field will be filled out with the record of the specified object. If several lookup fields have one of the keywords in the API name, any of them will be filled out. If there are two and more lookup fields on the Activity object to the related object, and none of them has the lookup field with the Account, Contact, or Reference keyword in the API name, any of them will be filled out. For the Event and Task objects, the filling of the Name (WhoId) and Related To (WhatId) fields is applied. Additional logic to fill out lookup fields: when a user drag-and-drops a Contact record to the calendar grid, CT Mobile will also fill out the lookup field to the Account object (if the field exists) during the Activity record creation. when a user drag-and-drops a Reference record to the calendar grid, CT Mobile will also fill out the lookup field to the Account and Contact objects (if the field exists) during the Activity record creation. The Activity record is displayed in the calendar grid according to the presence of the Start Date and End Date fields on the Activity object and the values in these fields: If both fields are present on the Activity object: When both fields are filled out, the Activity record is displayed in the Day and Week views. When the value in one or both fields exceeds the specified visible hour range (refer to CT Mobile Control Panel: Calendar / CT Mobile Control Panel 2.0: App Menu), the Activity record is displayed in the All-Day slot in the Day and Week views. When only one of the fields is filled out, the Activity record is only displayed in the Month view. If there is only the Start Date field is present on the Activity object and when this field is filled out, the Activity record is displayed in the All-Day slot in the Day and Week views.","title":"Calendar","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/calendar/index.html","titles":[{"text":"Calendar Interface","hash":"h2_88456521","id":1},{"text":"Left menu","hash":"h3_645629234","id":2},{"text":"Main screen","hash":"h3_194347409","id":3},{"text":"Adding Calendar to the Menu","hash":"h2_447958262","id":4},{"text":"Configuring the Calendar","hash":"h2_648338572","id":5},{"text":"Algorithm for Filling Out the Lookup Field on Activity","hash":"h2_430669426","id":6},{"text":"Conditions to Show Activity on the Calendar Grid","hash":"h3_1748247974","id":7}]},"1887":{"id":1887,"text":"Use the standard Holidays functionality in Salesforce to view holiday dates in your calendar. The holidays are marked with red color in the Calendar module. Holidays can be set for one day or recurring. Holidays can be set for users of a specific country or all users. By default, the following steps are required to set a country for a user: Go to Setup → Users → Users → click Edit next to the required one. In the Mailing Address section, enter the country name or code in the Country field. Click Save. Use this country code while creating a Holiday record. The administrator can let users add the country code from the picklist with values of predefined, standardized lists, instead of entering country data into text fields. The country picklist offers faster and easier data entry. It helps to ensure cleaner data that can be harnessed for other uses, for example, in reports and dashboards. To implement the country picklist: Go to Setup → Data → click State and Country / Territory Picklists. Follow a step-by-step guide—refer to Let Users Select State and Country from Picklists. Use the predefined, standardized code for a user of a specific country. The setup is complete. Holidays must be created per each desired country. To create a holiday: Add Holiday object to Offline Objects in CT Mobile Control Panel / CT Mobile Control Panel 2.0. Go to Setup → Company Settings → Holidays → click New. Enter the following: Type the Holiday name and specify the country if needed: the country name or code: Value| Name for the holiday. the country code from the picklist: The predefined, standardized code| Name for the holiday. If you do not specify the country code, the holiday will be added to the calendars of all users. Add Description. Type the Holiday date. Select and customize Recurring Holiday if needed. Click Save. The setup is complete. Launch full synchronization to view holidays in the Calendar module.","title":"Set Up Holidays","component":"ctmobile-ios","version":"3.0","name":"set-up-holidays","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/calendar/set-up-holidays.html","titles":[{"text":"State and Country / Territory Picklists","hash":"h2_688970579","id":1},{"text":"Holidays","hash":"h2_211968847","id":2}]},"1888":{"id":1888,"text":"Table of Contents Permissions Calendar Views Activity Management Add the Calendar module to the CT Mobile main menu, configure the calendar in CT Mobile Control Panel: Calendar / CT Mobile Control Panel 2.0: Activities, and optionally set up custom color settings to display activities on the calendar grid. The mobile user can create, update, and delete records if the permissions are granted. The object’s permissions specified on the CT Mobile Control Panel: Offline Objects / CT Mobile Control Panel 2.0: Offline Objects cannot be over the profile’s permissions for objects. Use either the Open button or double-tap the activity to go to the record layout. Tap the current list view to select another list view. To pin the selected list view as default, tap . Tap Done to save changes. To add a new list view, tap . In the list view creation form, specify its parameters: Filter name: type desired list view name. Filter conditions: tap to add new list view condition tap to expand list view conditions In the Record preview, tap to select columns to display in the records list. Tap Save to create a list view. Since CT Mobile 2.7, use a calendar legend with a list of colors for the record types of each Activity object, such as Pharma Activity or Event. In the case of a large number of records in the calendar grid, the legend can help you identify the status or type of each record. To set up color settings for the Activity objects, go to CT Mobile Control Panel: Color Settings / CT Mobile Control Panel 2.0: Colors. To show the calendar legend, tap the Legend button in the upper-left corner of the screen. You can move the calendar legend by drag-and-drop it on the screen. The calendar can be scrolled back one year and one year forward, starting from the current date. Manage activities using the following gestures and taps: Create an activity. If applied, select the record type and fill in a mini-layout: long tap the empty calendar area. In the month view, long tap any area on the calendar grid to create an activity. To create an all-day activity, long tap the All day section. tap one or several records from the list to select, tap and hold one of the selected records, and then drag and drop the records to a calendar cell. The activities will be created in the same order as they were marked; tap the button. Move an activity by long tap, until it highlights with the purple color, and move it to another cell. Pull the bottom border of the activity to change its duration. The functionality is available on the day and week view. Activities up to 30 min have a fixed height in the calendar equal to 30 minutes in the calendar grid. Double-tap an activity in the Calendar to open its details. All activities for a day are displayed on the left records list. Important notes: If custom colors for the activities are not set, the application theme will be used to display activities in the calendar grid. The records, which have not been synchronized, may always be deleted no matter what access the profile is granted. If the Start/Finish functionality is enabled, a mobile user can move and delete records if the clm__ActivityDoneAPI__c attribute of the Mobile Application Setup record is false. The user can not only copy, move, or delete a single activity in the week view, but also select several activities to make an action. Mass actions are available for all record types of the objects that are available for the mobile user. Tap the title of the week. In the open pop-up, copy, move or delete all activities of a day or a week. All activities, which are available for the mobile user’s profile, can be copied if the mobile user has permission to create records. Fields will be copied according to the Fields to Copy settings of the activity. If copied fields have default values, they will be applied after copying. For example, if the Status field has default value Planned, after copying a Status field with values In Progress, the value of the copied field will be set to Planned. The first day of the next week is suggested when the mobile user copies all activities of the selected week. Activities with updatable Start Date and End Date fields and the false value in the Is Done field are available to move if the mobile user has permission to edit records. Only values in the Start Date and End Date fields will be changed. The first day of the next week is suggested when the mobile user reschedules all activities of the selected week. Activities, which have not been synchronized, may always be deleted no matter what access the profile is granted. Activities may be deleted when the mobile user’s profile has permission to delete records, permission to delete records specified on the CT Mobile Control Panel: Offline Objects / CT Mobile Control Panel 2.0: Offline Objects tab and the Activity record has the false value in the Is Done field. When filling a custom field with the Date/Time type, it is convenient to show datepicker and calendar agenda to help user selecting a date. To do that, add the ctmobile.agenda value to the Description attribute of this field, and the datepicker with calendar agenda will appear:","title":"Using Calendar","component":"ctmobile-ios","version":"3.0","name":"using-calendar","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/calendar/using-calendar.html","titles":[{"text":"Permissions","hash":"h2_1375710402","id":1},{"text":"Calendar Views","hash":"h2_932150745","id":2},{"text":"The day view","hash":"h3_1542564012","id":3},{"text":"The week view","hash":"h3_243561528","id":4},{"text":"The month view","hash":"h3_860090196","id":5},{"text":"List Views","hash":"h3_632854949","id":6},{"text":"Calendar Legend","hash":"_calendar_legend","id":7},{"text":"Activity Management","hash":"h2_1865396414","id":8},{"text":"Actions with Activities","hash":"h3_1494438992","id":9},{"text":"Mass Actions with Activities","hash":"h3_1703324288","id":10},{"text":"Copy Activities","hash":"h4_645322804","id":11},{"text":"Move Activities","hash":"h4_1810560264","id":12},{"text":"Delete Activities","hash":"h4_753240742","id":13},{"text":"Datepicker and Calendar Agenda","hash":"h3_1317929912","id":14}]},"1889":{"id":1889,"text":"Table of Contents Enable Features to Your Organization Required Features Surveys Image Recognition using Einstein Platform Notes Assign Required Permission Sets to Admins and Mobile Users In this article, learn how to enable CG Cloud features in Salesforce. After activating CG Cloud in your Salesforce org, set up retail execution. To obtain access to the CG Cloud objects, create a case in Salesforce. To work with CG Cloud in the CT Mobile app, configure the standard Visit record screen with the help of the CT Layouts solution. Admins should enable CG Cloud support in the required Salesforce organization. Once the CG Cloud functionality is enabled for your Salesforce organization, perform the actions in the Set Up Retail Execution guide. There are a few features that can be enabled in your Salesforce organization. Some of them are required and others get you additional opportunities. Go to the Setup → Feature Settings. Click Retail Execution Setting and turn on the Retail Execution option. Go to Setup → Company Settings → Maps and Location Settings. Turn on the Enable Maps and Location Services (powered by Google) option. If needed, turn on the Enable autocomplete on standard address fields (Lightning Experience, the mobile app, and Experience Cloud Aura sites only) option. The setup is complete. To conduct surveys with store managers and buyers, for example, to collect insights on their business and customer satisfaction: Go to the Setup → Feature Settings → Survey → Survey Settings. Turn on the Surveys option. The setup is complete. CG Cloud will be compatible with the CT Vision solution in future releases. To get the advantages from the Einstein Platform, for example, for recognition of products on the shelves: Go to Setup → Einstein → Industries Cloud Einstein → Einstein Object Detection. Turn on the Einstein Object Detection option. The setup is complete. A field rep can take notes for an overall visit or specific work tasks. Go to Setup → Feature Settings → Sales → Notes Settings. Select the Enable Notes checkbox. The setup is complete. A map image on an address is static, but when online, a field rep can click a map image to open the Google Maps app. The following permission sets should be assigned to a user depending on their role: For admins, CG Analytics Admin. For mobile users, CG Analytics User. For all users, Action Plans and Industries Visit. To assign the required permission sets to your users: Go to Setup → Users → Permission Sets. On the Permission Sets page, click the CG Analytics Admin permission set. Click Manage Assignments. Select users and click Add Assignments. Repeat steps 2–4 and assign the CG Analytics User, Action Plans, and Industries Visit permission sets to users. The setup is complete.","title":"Activating CG Cloud in Salesforce","component":"ctmobile-ios","version":"3.0","name":"activating-cg-cloud-in-salesforce","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/cg-cloud/activating-cg-cloud-in-salesforce.html","titles":[{"text":"Enable Features to Your Organization","hash":"h2_2022041799","id":1},{"text":"Required Features","hash":"h3_972922526","id":2},{"text":"Surveys","hash":"h3_972621421","id":3},{"text":"Image Recognition using Einstein Platform","hash":"h3_905227515","id":4},{"text":"Notes","hash":"h3_1601836855","id":5},{"text":"Assign Required Permission Sets to Admins and Mobile Users","hash":"h2_672866607","id":6}]},"1890":{"id":1890,"text":"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.","title":"CG Cloud Object Model","component":"ctmobile-ios","version":"3.0","name":"cg-cloud-object-model","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/cg-cloud/cg-cloud-object-model.html","titles":[]},"1891":{"id":1891,"text":"CG Cloud is a powerful analytic tool to help managers optimize their team’s performance. CG Cloud helps to sell smarter in retail stores and make better visit plans, so field reps will spend less time on operational activities and spend more time building relationships with retailers to drive sales and satisfaction. CG Cloud supports presales and merchandising activities by using assessment task definitions that hold information such as name, description, category, and type of task and addresses the most common activities with the predefined assessment task definition types. Integration with the CT Mobile app allows field reps to get advantages from both solutions, for example, visiting smaller stores or kiosks located in basements without internet connectivity or in remote areas with poor internet speed. Follow this guide to activate CG Cloud in your Salesforce org and the CT Mobile app, set up retail execution, and get an idea of how to perform different types of assessment tasks offline. CG Cloud Object Model Activating CG Cloud in Salesforce Setting Up Retail Execution Managing Visits to Retail Stores","title":"CG Cloud","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/cg-cloud/index.html","titles":[]},"1892":{"id":1892,"text":"Table of Contents Basic CT Mobile Functionalities Creating Required Records to Complete Tasks Managing Visits in the Calendar Module Viewing Upcoming Visits in the Nearby Accounts Module Build Routes to Retail Stores in the Routes Module Performing Tasks during the Visit In this article, learn how to create visits, perform tasks, and work with the CG Cloud objects in the CT Mobile app. Mobile users can work with the Retail Store and Visit records in the same way as with records of any other offline objects. use mini-layouts to create new records; add custom related lists to track related records; using the Reports and Dashboards widget, display the store- and account-related analytics, for example, the visit reports filtered by the status field on the Home screen; using the Calendar widget, track the upcoming visits in your schedule for a day; working with Retail Stores and Visits objects in the Calendar, Nearby Accounts, and Routes modules: retail stores are present in the Retail Stores tab; manage retail stores using list views and list view filters; switch among records using reference fields or tapping the button to minimize the Visit record screen; and more. To work with CG cloud tasks, administrators should prepare the Visit record screen in the CT Mobile app by splitting the Visit record layout into several tabs using CT Layouts. Administrators can use the preconfigured template or create a new one based on it. For more information about CT Layouts, refer to CT Layouts Solution. If the CT Layouts is not in use, the mobile user will see the button on the Visit record. Tapping the button triggers the mini-layout to create the Action Plan record. In this case, mobile users cannot work with the CG Cloud tasks, but admins can check that all required records of Action Plan, Retail Visit KPIs, and various Tasks are generated. The administrator should configure the process of creating an Action Plan record with the Visit Execution action plan type based on the selected template. Assessment tasks should be linked to the Action Plan and current Visit records, and the related Retail Visit KPI records should be created for the Inventory Check, Planogaram Check, Promotion Check, and Other task types to store the actual values achieved as a result of the retail execution. One of the following should be set up: specify a workflow to create the Action Plan and all related records. add a button with the Create Record action type to create an Action Plan record and add a button with the $Class.generateCGCloudTasks context to generate all required records to the first tab of the Visit record. When configured, mobile users can create a visit: Go to the Visit menu item. Tap the desired Visit record or create a new one. Perform predefined actions to create the Action Plan and required records. The Visit record is created. Follow the visit path on the tabs to complete tasks. Mobile users may need to create ad-hoc visits on the go and make unplanned visits to certain stores, for example, a rep may get a call from a store that’s having an inventory issue, or a manager may inform her about a promotion or upsell activity that she must complete on the same day. With the help of the Calendar module, a rep can create a new visit by tapping on the Retail Stores tab and drag-and-dropping a Retail Store record to the calendar grid. The drag-and-drop action is prohibited in the month view. Each retail store has operating hours based on the time slots, and a mobile user cannot create a visit to the retail store outside operating hours. Calendar cells outside the opening hours of a retail store will be highlighted with a red color during the visit creation. The visit cannot be moved to the time slot out of operating hours. When copying or moving records of a day or week, if at least one record on the new date does not fall into the opening hours of retail stores, a warning is displayed Tap Cancel to cancel the action. Tap OK to copy or move only records fit within the opening hours. After creating a visit, mobile users should associate an action plan template that contains the required task definitions and metric associations to the visit. Reps can track retail stores on the map and create new visits with the help of the Nearby Accounts module. The Retail Stores tab is available in the left menu. To view retail stores on the map, the Account Geolocation Field should be specified on the CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General tab. Alternatively, add the Account Full Address Field (refer to CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General). Retail stores are presented with a square icon on the map. The color for the retail store icon can be customized on the CT Mobile Control Panel: Color Settings / CT Mobile Control Panel 2.0: Colors tab. To create a new visit, tap the mark. In the Routes module, mobile users can work with retail stores the same way as with accounts. To view retail stores on the map, the Account geolocation field should be specified on the CT Mobile Control Panel: General tab. Alternatively, add the Account Full Address Field (refer to CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General). The visits to the retail stores are displayed on the map. Routes to retail stores can be built both on Apple or Google maps. We recommend learning more about prerequisites for creating an assessment task definition. To perform an assessment task with the In-Store Survey type, for example, to capture feedback from buyers, the Record List section with the Survey Subject records should be added to the tab of the Visit record. When a mobile user taps an invitation link in the Invitation Link field, the survey opens in a pop-up. The Status field of the related Assessment Task record has the Not Started value that will be changed to In Progress and then, when all answers are captured, to Completed. An Internet connection is required to take surveys. Otherwise, a warning will be displayed. To perform an assessment task with the Inventory Check type, for example, to count inventories of a product category, the Record List section with the Retail Visit KPI records and the specific Target Value and Actual Value fields should be added to the tab of the Visit record. When a mobile user adds actual values, the Status field of the related Assessment Task record has the Not Started value that will be changed to In Progress and then, when all actual values are specified, to Completed. To perform an assessment task with the Other type, for example, to perform asset checks for refrigerator displays and shelves, the Record List section with the Retail Visit KPI records and the specific Target Value and Actual Value fields should be added to the tab of the Visit record. When a mobile user adds actual values, the Status field of the related Assessment Task record has the Not Started value that will be changed to In Progress and then, when all actual values are specified, to Completed. To perform an assessment task with the Planogram Check type, for example, to check share of shelf: The CT Vision module is activated and the CG Cloud Einstein provider is set up. To activate the CT Vision module, refer to the Adding CT Vision to the CT Mobile App article. The Record List section with the button should be added to the tab of the Visit record. When a mobile user taps the button she goes to the CT Vision module screen and sends the desired photos for recognition. The Visit record tab will be minimized. After closing the CT Vision module screen, the user returns to the Visit tab, and the actual values for the corresponding products are set to values according to the recognition. The Status field of the related Assessment Task record has the Not Started value that will be changed to In Progress and then, when all product images are recognized, to Completed. To perform an assessment task with the Place Order type to capture orders: The CT Orders module is configured. To integrate CG Cloud with CT Orders, refer to the CG Cloud Support article. The Record List section with the Order records should be added to the tab of the Visit record. To create an order, a mobile user taps the Plus button, fills out the mini layout, and taps the Create button. The Order Cart screen is open. The Visit record tab will be minimized. After closing the Order Cart screen, the user returns to the Visit tab. The Status field of the related Assessment Task record depends on the value in the Stage field of the Order record that is related to the current Visit record. Order: Stage Assessment Task: Status Description — Not Started There is no related Order record to the current Visit record. On Hold In Progress If at least one related Order record to the current Visit record has the On Hold value in the Stage field. Completed Completed If at least one related Order record has the Completed value in the Stage field. The Completed stage is received only after the sync process. To perform an assessment task with the Promotion Check type, for example, to track customer reaction to new promotional offers, the Record List section with the Retail Visit KPI records and the specific Target Value and Actual Value fields should be added to the tab of the Visit record. When a mobile user adds actual values, the Status field of the related Assessment Task record has the Not Started value that will be changed to In Progress and then, when all actual values are specified, to Completed. To perform an assessment task with the Task type, the Record List section with the Task records and their Status field should be added to the tab of the Visit record. The Status field of the related Assessment Task record depends on the value in the Status field of the Task record. If the Status field has the IsClose attribute set as false, the Status field of the related Assessment Task record has the Not Started value. If the Status field has the IsClose attribute set as true, the Status field of the related Assessment Task record has the Completed value.","title":"Managing Visits to Retail Stores","component":"ctmobile-ios","version":"3.0","name":"managing-visits-to-retail-stores","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/cg-cloud/managing-visits-to-retail-stores.html","titles":[{"text":"Basic CT Mobile Functionalities","hash":"h2_1424984228","id":1},{"text":"Creating Required Records to Complete Tasks","hash":"h2_1592083570","id":2},{"text":"Managing Visits in the Calendar Module","hash":"h2_535537278","id":3},{"text":"Viewing Upcoming Visits in the Nearby Accounts Module","hash":"h2_1751285824","id":4},{"text":"Build Routes to Retail Stores in the Routes Module","hash":"h2_1880003381","id":5},{"text":"Performing Tasks during the Visit","hash":"h2_1374718576","id":6},{"text":"In-Store Survey","hash":"h3_85077301","id":7},{"text":"Inventory Check","hash":"h3_1867622910","id":8},{"text":"Other","hash":"h3_582599340","id":9},{"text":"Planogram Check","hash":"h3_481270469","id":10},{"text":"Place Order","hash":"h3_190353401","id":11},{"text":"Promotion Check","hash":"h3_696266799","id":12},{"text":"Task","hash":"h3_1516408339","id":13}]},"1893":{"id":1893,"text":"Chatter feed is a widget to display messages on the Chatter module screen or in the Chatter tab of the selected record. Enable push notifications on a mobile device to see new messages from Salesforce right at the moment. With the stable internet connection on a mobile app, a user can receive a push notification when: a new post is published on the user’s feed a user was mentioned in somebody else’s feed as @UserName a new post is published in the group of which the user is a member a new post is published for the object’s record, of which the user is an owner. To set up push notifications: In Mobile Application Setup, set the value for the PUSH Identifier field. For the CT Mobile app installed from the App Store, the push identifier is ctmobile. Allow Notifications for CT Mobile in the Settings on a mobile device. Please make sure that the Device Token field for the current record of the User object is filled with a value. According to that value, Salesforce defines the user device to send push notifications. If you authorize with the same credentials on several devices (but no more than 5), the field will contain the token of the last device on which you synchronized. Create the FeedItemProcess trigger. Go to Setup → Feature Settings → Chatter → Triggers → FeedItemTrigger, click New, enter the code below, and click Save. trigger FeedItemProcess on FeedItem (before insert, after insert) { if (trigger.isAfter && trigger.isInsert) { CLM.FeedItemHandler.onAfterInsert(trigger.new, null, null, null); } } Add the FeedItemProces setting. Go to Setup → Custom Code → Custom Settings → click Manage next to Trigger Settings, create a new active setting with the FeedItemProcess name, and click Save. Push notifications are set up. When someone adds a post which is matched one of the criteria above, a push notification is sent on a mobile device. If the CT Mobile application is closed, a user receives a push notification. Tap on it to open the app. Tap OK in the pop-up window to download a record. According to the record location, the Chatter tab of the record or the Chatter module opens. If the CT Mobile application is opened, a user receives a push notification to load a new post. Tap OK to download it. According to the record location, the Chatter tab of the record or the Chatter module opens. Synchronize the Chatter feed by dragging down the screen of the Chatter module with an open group and the Chatter tab screen of the selected record. This sync process is not affected by the Quick Record Sync setting for the object on the CT Mobile Control Panel: Offline Objects tab.","title":"Chatter Push Notifications","component":"ctmobile-ios","version":"3.0","name":"chatter-push-notifications","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/chatter/chatter-push-notifications.html","titles":[]},"1894":{"id":1894,"text":"The Chatter module displays users' messages. Users can create posts and comments, add attachments, and receive push notifications. You can add Chatter to the mobile layout. The red dot on the Chatter item in the left menu means that new application records have been downloaded since the last synchronization: To add the Chatter module to the app menu: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Chatter item. Click Add to close the Add menu item tool. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the All or Application Modules tab, select the Chatter item. Click Save. The setup is complete. In the Chatter menu, the feeds, groups, and people sections are available. Tap a group, a contact, or select a feed to view the related posts and comments. Due to SOAP limitations, polls and @mention are not supported. The following Chatter feeds are available by default. Click the feed to view posts and comments. What I follow All posts and comments of the feeds the current user is subscribed to all posts and comments by the current user, and all posts and comments from the groups the current user created or participated. To Me All posts and comments on the current user wall, all comments for the current user posts. All Company All posts and comments from all company groups even if the current user is not a group member. Private and public groups the current user created or in which the current user participates are displayed. Tap the group to view all related posts and comments. Create a new Chatter group in Salesforce, perform mixed synchronization, and track the group posts and comments in the mobile app. To update posts and comments in a group, pull down the chatter screen. The records (text posts, link posts, and content posts), comments, and likes will be synchronized. Tap the Recently viewed tab to view the recently opened contacts, their feeds, posts, and comments. Tap the All People tab to view all company contacts, their feeds, posts, and comments. By default, posts, and comments for the last 6 weeks. To update posts and comments, pull down the chatter screen. The records (text posts, link posts, and content posts), comments, and likes will be synchronized. Tap to add a new message to the feed, group, or contact. Take a photo or select a photo from the gallery. Attach the audio message or select the audio from the device. Attach a link. Tap Add comment under the post to comment. Tap to view comments for the related post. Take a photo or select a photo from the gallery; Attach the audio message or select the audio from the device. Only one attachment can be added to a post or comment. Tap to like a post or comment. Tap the record name to open its feed.","title":"Chatter","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/chatter/index.html","titles":[{"text":"Adding Chatter to the Menu","hash":"h2_1295891821","id":1},{"text":"Chatter Menu","hash":"h2_299223618","id":2},{"text":"Feeds","hash":"h3_28836937","id":3},{"text":"Groups","hash":"h3_2071547954","id":4},{"text":"People","hash":"h3_1434067361","id":5},{"text":"Chatter Posts and Comments","hash":"h2_779708391","id":6}]},"1895":{"id":1895,"text":"Table of Contents Add Opportunity to the Menu Set Up Criteria to Download Records Supported Special Logic for Objects and Fields Specify Forecast Category and Probability for Opportunity Activate the Opportunity module and, optionally, specify criteria for the records that should be available in the CT Mobile app. To add the Opportunity module to the menu and support the custom synchronization and logic: Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Drag and drop Opportunity from the Available list to the Selected list. Click Save. The setup is complete. By default, all active records of Opportunity Product, Price Book, and Price Book Entry will be downloaded. Add criteria to download the desired records of the Opportunity and related objects: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: Offline Objects. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Drag and drop the required objects from the Available list to the Selected list: Opportunity Opportunity Product Price Book Price Book Entry Specify SOQL filter to download only matched records. Click Save. Go to CT Mobile Control Panel 2.0: Offline Objects. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Move the required objects from the Available list to the Selected list: Opportunity Opportunity Product Price Book Price Book Entry Specify SOQL filter to download only matched records. Click Save. The setup is complete. There is a list of the object and fields to which the special logic of the Opportunity module is applied. For more information, go to Working with Opportunities. Opportunity Stage Probability Forecast Category Amount Expected Revenue. Opportunity Line Item Salesforce Product; Price Book Entry; List Price. Business purposes divide the opportunity flow into several stages and specify Forecast Category and Probability per each stage. The Stage field of the Opportunity object controls the Probability and Forecast Category fields. Types of the Stage picklist values control available values in the Forecast Category field. To customize the desired Stage picklist values: Go to Setup → Object Manager → Opportunity → Fields & Relationships → Stage. In the Opportunity Stage Picklist Values section, click New to add a stage or Edit next to the desired stage to change it. Click Save. The setup is complete.","title":"Adding Opportunities to the CT Mobile app","component":"ctmobile-ios","version":"3.0","name":"adding-opportunities-to-the-ct-mobile-app","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/opportunities/adding-opportunities-to-the-ct-mobile-app.html","titles":[{"text":"Add Opportunity to the Menu","hash":"h2_513015429","id":1},{"text":"Set Up Criteria to Download Records","hash":"h2_517188298","id":2},{"text":"Supported Special Logic for Objects and Fields","hash":"h2_2011270596","id":3},{"text":"Specify Forecast Category and Probability for Opportunity","hash":"h3_404689442","id":4}]},"1896":{"id":1896,"text":"Opportunity is the standard Salesforce functionality to track and manage potential deals. Opportunities Object Model Adding Opportunities to the CT Mobile app Working with Opportunities","title":"Opportunities","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/opportunities/index.html","titles":[]},"1897":{"id":1897,"text":"The object model consists of several standard objects. To work with Opportunities, a mobile user should have permission to read and edit Opportunity fields and related objects. Object API Name Description Opportunity Opportunity Represents a sale or pending deal. Opportunity Product OpportunityLineItem Represents a product associated with an opportunity. Price Book Pricebook2 Represents a price book that contains the list of products that your org sells. Price Book Entry PricebookEntry Represents a product in a price book. It is an association between Price Book and Product. Product Product2 Represents a product that your org sells. Click to view the description of the desired object fields: Opportunity Opportunity Product Price Book, Price Book Entry, Product","title":"Opportunities Object Model","component":"ctmobile-ios","version":"3.0","name":"opportunities-object-model","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/opportunities/opportunities-object-model.html","titles":[]},"1898":{"id":1898,"text":"Table of Contents Best Practice Working with Opportunities in the CT Mobile app Multi-Currency Support Forecast Category and Probability Create an Opportunity and add Opportunity Products Calculate Amount and Expected Revenue Available options depend on the settings for the Opportunity module. In this article, we share with you the best practices and specific features. We recommend: Create the custom related list and customize its columns to display Opportunity Products with all required information in the Opportunity module. Customize mini layouts with desired fields to create Opportunity Products more conveniently. Add the Currency ISO Code field on the Opportunity page layout when using multi-currencies. To create an Opportunity record, a user should have permission to create records. In the case of multi-currency support, all objects will have the Currency ISO Code field to select the required currency. If a user changes the currency for Opportunity, all added Opportunity Products will be removed. The user works only with those price books and products that have the same currency. Business purposes divide the opportunity flow into several stages with a given Forecast Category and Probability for each stage. When a user changes the Stage for Opportunity, the appropriate values of Forecast Category and Probability are set. The user can manually fill out the Probability field from 0 to 100. To create an Opportunity and add Opportunity Products: Tap the Opportunities menu item and tap the desired Opportunity record or create a new one if enabled. Go to the tab with the custom related list of Opportunity Products and perform one of the following: Tap the Plus button and manually add the desired products. A price book will be automatically filled out when a user adds a product. Tap the Plus button and, if configured, select the desired price book to it using a mini layout. Then, add a product from the selected price book. Repeat step 3 to add other products. The products are added. A user can select only products available to Opportunity and with the same currency as for it. When a user selects the price book for Opportunity, all products may be added only from the selected price book. To change the price book, delete all added products and then add new ones from the desired price book. When a product has been added, the Sales Price field of the Opportunity Product record is automatically filled out but the mobile user can edit it. When the Opportunity Product records have been synchronized, they cannot be edited despite the user and object permissions. The Amount field of Opportunity may be edited when there are no related Opportunity Product records. Otherwise, its value will be the sum of the values from the Total Price field of the Opportunity Product records. Also, the value will be recalculated each time a user creates, edits, or removes the Opportunity Products records. The Expected Revenue field has the formula type and will be recalculated each time when a value is changed in the Amount or Probability field.","title":"Working with Opportunities","component":"ctmobile-ios","version":"3.0","name":"working-with-opportunities","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/opportunities/working-with-opportunities.html","titles":[{"text":"Best Practice","hash":"h2_1058527485","id":1},{"text":"Working with Opportunities in the CT Mobile app","hash":"h2_1745858670","id":2},{"text":"Multi-Currency Support","hash":"h3_1187857038","id":3},{"text":"Forecast Category and Probability","hash":"h3_1490877833","id":4},{"text":"Create an Opportunity and add Opportunity Products","hash":"h3_1947985277","id":5},{"text":"Important Notes","hash":"h4_868831931","id":6},{"text":"Calculate Amount and Expected Revenue","hash":"h3_284876274","id":7}]},"1899":{"id":1899,"text":"The CT Mobile app has a handy tool for viewing log records of the sync process, which helps the consultants, administrators, and support team to verify that the CT Mobile app is correctly working and all settings are being applied. To access the Debug Console screen, perform the double finger rotation gesture on the Home screen. Logs are stored as the Sync Log records and can be sent to Salesforce or by email to the support team depending on the settings in the Support and Logs section of CT Mobile Control Panel: General / Logs and Support section of CT Mobile Control Panel 2.0: General. Debug Console allows searching the log records highlighting the search results.","title":"Debug Console","component":"ctmobile-ios","version":"3.0","name":"debug-console","url":"/ctmobile-ios/3.0/mobile-application/synchronization/synchronization-launch/debug-console.html","titles":[]},"1900":{"id":1900,"text":"Table of Contents Synchronization Modes First Full Synchronization Full Synchronization Fast Synchronization Mixed Synchronization Other Synchronization Modes Launch Synchronization Launch Quick Record Synchronization Resume Synchronization Synchronization involves several stages of aligning CT Mobile with Salesforce, during which updated records are sent from CT Mobile to Salesforce and vice versa. For information about settings for tracking and gathering the synchronization statistics, refer to Sync Logs. The entire database of the CT Mobile app, metadata components, and app settings will be downloaded from Salesforce to the mobile device. This synchronization should be used after the authorization of the current user. The first full synchronization may take a lot of time according to the database size. For more information, go to First Full and Full Synchronization. The entire database of the CT Mobile app, metadata components, and app settings will be replaced on the mobile device based on changes in Salesforce. Full synchronization may take a lot of time according to the database size. For more information, go to First Full and Full Synchronization. Data changes, such as deletions, insertions, and updates of records, will be sent from CT Mobile to Salesforce and vice versa. This type is intended to align the records' main information, for example, to send new records from CT mobile app to Salesforce. The CT Mobile app will not be locked during the fast synchronization. Enable CT Mobile Replication if territory coordinates have been altered to download all actual data on the mobile device. Set up Sync Recovery to have the ability to upload records with the errors to Salesforce. For more information, go to Fast and Mixed Synchronization. This type is intended to upload the data differential since the specific date mentioned in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup custom setting and all metadata to avoid the full synchronization performing, reduce synchronization time, and use the CT Mobile app during the synchronization. Enable Metadata Checker to automatically update the date in the clm__MetadataLastModifiedDate__c field if the metadata was changed in Salesforce. For more information, go to Fast and Mixed Synchronization. Quick Record Synchronization Used to update a single record and its child records by using the pull-to-refresh gesture on the record’s layout. Requires permission (refer to CT Mobile Control Panel: Offline objects / CT Mobile Control Panel 2.0: Offline Objects). You can update the Chatter feed the same way, but this functionality does not depend on permission to quick record synchronization. Workflow Synchronization This mode of synchronization is run when CT Mobile Workflow conditions are triggered. CT Presenter Synchronization This mode of synchronization is triggered when the sync() method of JS Bridge is requested. For more information, go to Other Synchronization Modes. Due to the iOS platform limitations, do not collapse the application and do not turn off the screen during the full or fast synchronization. To launch the synchronization: Open the Home screen. Tap and hold the Sync button. In the pop-up, select the synchronization mode. The synchronization process is commencing. During the sync process, the sync timeline is displayed with a short description of each step. Here is an example of the full synchronization: To launch the quick record synchronization: Open the record details screen. Swipe the record details screen down until the loading spinner appears. The sync process is commencing. If the sync process has been interrupted due to connection loss, tap Sync to resume synchronization. The sync process continues from the last successful stage. Alternatively, you can restart the synchronization. Open the application Home screen. Tap and hold the Sync button. Tap Choose synchronization mode. Tap Fast or Full synchronization. The synchronization starts.","title":"Synchronization Launch","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/mobile-application/synchronization/synchronization-launch/index.html","titles":[{"text":"Synchronization Modes","hash":"h2_966867633","id":1},{"text":"First Full Synchronization","hash":"h3_21591833","id":2},{"text":"Full Synchronization","hash":"h3_1369866827","id":3},{"text":"Fast Synchronization","hash":"h3_116633872","id":4},{"text":"Mixed Synchronization","hash":"h3_1175148825","id":5},{"text":"Other Synchronization Modes","hash":"h3_2018975044","id":6},{"text":"Launch Synchronization","hash":"h2_1868373451","id":7},{"text":"Launch Quick Record Synchronization","hash":"h3_1285937829","id":8},{"text":"Resume Synchronization","hash":"h2_263178653","id":9}]},"1901":{"id":1901,"text":"The Sync Log object is intended to store the details of the sync process and operations performed in the course of the synchronization depending on the value in the Debug Level option on the CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General tab. The Debug Level option should be specified for each profile separately. Each profile should have the Edit permission for all fields of the Sync Log object. Salesforce API-name: clm__SyncLog__c Field API Type Description Date clm__Date__c Date/Time Date and time of the operation or the synchronization completion/interruption. Description clm__Description__c Long Text(32768) Description of the operation. for sending only sync logs: Part 1 from 1 for sending logs, data dump, and all/unsynchronized/no photos: Part n from m. If a mobile user sends an application data dump, the field contains Part n from m, where n is the number of an attachment and m is the total number of attachments. If the Sync Recovery functionality is enabled with the Proxy Object parameter specified on CT Mobile Control Panel: Offline Objects / CT Mobile Control Panel 2.0: Offline Objects, the JSON created by web service value is set for a Sync Log record with a JSON file in the Files section. Duration clm__Duration__c Number(18,0) Synchronization duration in seconds: If the application was stopped due to some issues, the value in this field is zero. If the synchronization is interrupted due to the connection failure, the value in this field is the actual time before the interruption. Errors count clm__ErrorsCount__c Number(18,0) The number of records with errors when the clm__Operation__c contains Create, Update, Delete, Insert. Failed IDs clm__FailedIds__c Long Text Area(131072) The IDs of records containing errors when the clm__Operation__c contains Create, Update, Delete, Insert. The record IDs for the Insert value will not be written, as these records only have temporary IDs. Failed Messages clm__FailedMessages__c Long Text Area(131072) Error texts for each failed record when the clm__Operation__c contains Create, Update, Delete, Insert. Geolocation clm__Geolocation__c Geolocation The current user’s geolocation if the type of operation is Geolocation. Geo Timing clm__GeoTiming__c Long Text Area(131072) The current user’s local time if the type of operation is Geo Tracing. Geo Tracing clm__GeoTracing__c Long Text(131072) The user coordinates (separated by a semicolon, without blank spaces) that will be captured if the user has moved 50 or more meters from the previous location. If the tracking interval (refer to CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: General) is 0, the user’s coordinates will not be captured. Has Recovery Data clm__HasRecoveryData__c Checkbox The field is checked for a Sync Log record with a JSON file in the Attachments section if the Sync Recovery functionality has the Proxy Object parameter specified on CT Mobile Control Panel: Offline Objects / CT Mobile Control Panel 2.0: Offline Objects. Object name clm__ObjectName__c Text(255) Name of the operation object when the clm__Operation__c contains Create, Update, Delete, Insert. Operation clm__Operation__c Text(255) The type of synchronization: Full Sync Fast Sync Mixed Sync Quick Record Sync. Or the type of operation: Create Update Delete Login Insert Geo Tracing Geolocation Sync Log Sync Log History (for sending only send logs to Salesforce) Export Data (for sending data from the CT Mobile app) Records Count clm__RecordsCount__c Text(255) The total number of records transmitted in the course of the operation when the clm__Operation__c contains Create, Update, Delete, Insert. Status clm__Status__c Picklist Synchronization status: Success. The synchronization is completed. Partially Success. If some errors occur during the synchronization, but the synchronization is completed. Failed. If any error occurred during the full synchronization. The Sync Log record of the failed synchronization is sent to Salesforce after the next synchronization is finished.","title":"Sync Log Object","component":"ctmobile-ios","version":"3.0","name":"sync-log","url":"/ctmobile-ios/3.0/mobile-application/synchronization/synchronization-launch/sync-log.html","titles":[]},"1902":{"id":1902,"text":"Table of Contents Sync Log Records Enable Sync Logs Sync Log Reports Enable sync logs and configure the appropriate reports for efficient management of synchronization statistics: average synchronization duration, the ratio of succeeded synchronizations to failed, and many more. The Sync Log record is created for each synchronization and each operation, such as login, create, etc., after the synchronization completion or interruption due to sync errors. For more information, refer to Sync Log. For example, if you performed the successful fast synchronization with the insert operation of Account and Contact records and the update operation of the User record, the following Sync Log records per each operation will be created: The summary Sync Log record for the selected synchronization type: Operation: Fast Sync Status: Success Date Duration Description: Part 1 from 1 The number of transmitted records The number of errors occurred. The summary Sync Log record has the attachment which stores the text file with the sync logs: Name: syncSingle.log ParentId which stores the ID of the summary Sync Log record Description: Part 1 from 1. The Sync Log record with the insert operation of Account record: Operation: Insert Status Object Name: Account Date Duration The number of transmitted records for the object The number of errors that occurred Failed messages Failed IDs. The Sync Log record with the insert operation of the Contact record. The Sync Log record with the update operation of the User record. To enable and configure Sync Logs: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: General. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. In the Support and logs section, activate the Enable Sync logs switch. In the Debug Level picklist, select the logging level: None. Logging is disabled. Error. A log entry is created only in case of occurred synchronization error. All. Each synchronization is logged as a separate entry irrespectively of whether it contains errors or not. Enabling the All option for a long time will result in an overflow of the data storage at Salesforce and a significant increase in the CT Mobile synchronization time. Click Save. Go to CT Mobile Control Panel 2.0: General. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. In the Logs and Support section, select the logging level: Disabled: sync log record is not created. Error. A log entry is created only in case of occurred synchronization error. All. Each synchronization is logged as a separate entry irrespectively of whether it contains errors or not. Enabling the All option for a long time will result in an overflow of the data storage at Salesforce and a significant increase in the CT Mobile synchronization time. Click Save. The sync log functionality is enabled. CT Mobile package is preconfigured with reports Average Synchronization Duration and Synchronization Statuses by Types. By default, the reports are stored in the Sync Log Reports folder. To open a Sync Log report: Click the button in the upper left corner and select Reports. Select the All Folders filter (or any other suitable filter) to display the folder list. Select the Sync Logs Reports folder. Select a report from the list. The selected report opens. You can adjust the configuration of default reports according to your needs or create your specific reports by using the standard Salesforce functionality. For more information about reports, refer to Salesforce Help: Reports.","title":"Sync Logs","component":"ctmobile-ios","version":"3.0","name":"sync-logs","url":"/ctmobile-ios/3.0/mobile-application/synchronization/synchronization-launch/sync-logs.html","titles":[{"text":"Sync Log Records","hash":"h2_1487877011","id":1},{"text":"Enable Sync Logs","hash":"h2_272409891","id":2},{"text":"Sync Log Reports","hash":"h2_1454825892","id":3}]},"1903":{"id":1903,"text":"Table of Contents Synchronization Modes When to launch the full synchronization? When to launch the fast synchronization? When does the mixed synchronization automatically launch instead of the fast synchronization? When to use the quick record synchronization? When to use the Sync Recovery functionality? When to use CT Mobile Replication? How to know that the synchronization is successful? Synchronization Details What are the synchronization statuses? Where are the synchronization statistics stored? How many API requests are used within the first full synchronization? Metadata Components and Related Error Handling What components are included in the metadata archive? How often should you rebuild the metadata archive? Why were not the up-to-date metadata components downloaded during the full or mixed synchronization? Why is the new translation for an object or a field not displayed in the CT Mobile app? The lookup filter has been changed. Why has not it been downloaded to the device? The metadata checker has been enabled. Why are not the up-to-date metadata components downloaded to the device? Synchronization Error Handling How to send the application data dump? What to do if the sync process has stopped due to missing the CT Mobile license? What to do if the sync process has stopped due to an inactive organization error? What to do if synchronization takes too long? What to do if the INVALID_TYPE error occurs? What to do if the UNKNOWN_EXCEPTION error occurs? What to do if the MALFORMED_QUERY error occurs? What to do if the INVALID_FILTER_QUERY_OPERATOR: invalid ID field occurs? When does No connection to Salesforce occur? Here is a list of frequently asked questions: The full synchronization should be launched: to download the current user database (data, metadata, app settings): when a mobile user launches the first synchronization after logging in; when the new version of the CT Mobile app is installed. to send data changes (deletions, insertions, and updates of records) from the CT Mobile app to Salesforce and completely replace the current user database (data, metadata, app settings) if changes were made on the CT Mobile Control Panel / CT Mobile Control Panel 2.0. Important notes: In case of any errors, the full synchronization is interrupted. The CT Mobile app is locked during the full synchronization except for the first full synchronization. The sync process may take a lot of time, depending on the database size. For more information, read the Full Synchronization article. The fast synchronization is intended to: send data change (deletions, insertions, and updates of records) from the CT Mobile app to Salesforce, including changes in the field attributes; download data changes (deletions, insertions, and updates of records) from Salesforce to the device, including changes in the field attributes; update CLM presentations in case of republishing. The CT Mobile app compares the current version of the CLM presentation with the one previously saved. If any discrepancies are found, slides and attachments, which were updated after the last synchronization, will be loaded. In case of the future date in the Forced Load Date field on the CLM presentation record, the CT mobile app asks the current user to download the CLM presentation or not. In the case of the past date or an empty value in the Forced Load Date field, the CLM presentation will be downloaded. Important notes: In the case of record errors, the fast synchronization continues. Errors could be managed on the Errors screen. The CT Mobile app is not locked during the fast synchronization. The sync process may include CT Mobile Replication; The sync process may include the Sync Recovery functionality. For more information, read the Fast Synchronization article. The mixed synchronization launches when: the date of the last successful synchronization on the current user’s record is earlier than the date of the last metadata change in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup record for the current user’s profile (if this record exists) or for the current user’s Salesforce organization; the date of the last metadata change is not set in the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup record. The mixed synchronization is intended to: download settings and records without re-load of previously downloaded records, which helps to reduce the sync time. download metadata changes in ZIP archive(s) and via API according to the current user profile; send data changes (deletions, insertions, and updates of records) from the CT Mobile app to Salesforce; download data changes (deletions, insertions, and updates of records) from Salesforce to the device; update CLM presentations in case of republishing. The CT Mobile app compares the current version of the CLM presentation with the one previously saved. If any discrepancies are found, slides and attachments, which were updated after the last synchronization, will be loaded. In case of the future date in the Forced Load Date field on the CLM presentation record, the CT mobile app asks the current user to download the CLM presentation or not. In the case of the past date or an empty value in the Forced Load Date field, the CLM presentation will be downloaded. Important notes: The date of the last metadata change will be updated each time you make a change on CT Mobile Control Panel / CT Mobile Control Panel 2.0. You can manually update the date for the corresponding profile by editing the clm__MetadataLastModifiedDate__c field of the Mobile Application Setup record for the current user’s profile (if this record exists) or for the current user’s Salesforce organization. In the case of record errors, the mixed synchronization continues. Errors could be managed on the Errors screen; The CT Mobile app is not locked during the mixed synchronization; The sync process may include CT Mobile Replication; The sync process may include the Sync Recovery functionality; To refresh metadata in the ZIP archive Manually create the metadata archive. Enable Metadata Checker to refresh metadata. For more information, read the Fast Synchronization article. The common use case is to download changes for a particular record. For example, to download the invitation link for the Remote Detailing functionality or update the record related lists. The Sync Recovery functionality allows sending records with any errors to Salesforce. Records can be sent as usual or as the JSON file for post-processing by the administrator. The errors will not be erased from the sync logs and, hence, from the reports. For more information, read the Sync Recovery article. Error types are listed in the Salesforce Developer Guide article. During the fast synchronization, only records with the modified SystemModStamp field will be downloaded. However, if you changed sharing rules (via organization-wide defaults or per each record), the value in the SystemModStamp field is not modified. In this case, create a CT Mobile Replication setting to keep data up to date on the device. The corresponding records will be downloaded and records, which are no longer available, will be hidden. The CT Mobile Replication example is available here. If the synchronization was successful, the notification «Synchronization completed. Duration: HH:MM:SS.» If an error occurred during the sync process, a notification appears with the text of the error, and the user should close it. To find out the time and date of the last successful synchronization, and to see the number of records waiting to be sent to Salesforce, tap on the status indicator at the bottom of the screen. Depending on the selected debug level, the sync log record with the corresponding status will be saved for synchronization and all performed operations, except for Geo Tracing and Geolocation. For more information, read the Sync Log article. Success full synchronization is complete; fast/mixed synchronization is complete (with or without the Sync Recovery functionality and CT Mobile Replication); completed operation. Partially Success fast/mixed synchronization if there are errors, for example, if the required field is blank or the start date is later than the end date (with or without the Sync Recovery functionality and CT Mobile Replication); operation if some records are not successfully created, updated, deleted, or inserted. Failed the internet connection has been lost; the device screen has been turned off; the device has been turned off; any errors during first/full synchronization. for operation if all records have errors due to which they were not created, updated, deleted, or inserted. The Sync Log object is intended to store logs for each performed synchronization. the main Sync log record with the type of synchronization; sync log records for each operation performed during the sync process. The Sync Log record may include attachments: the SyncSingle.log file with all operations for the first, full, fast, mixed, and quick record synchronization. the sync.log file for the Sync Log History operation. the Documents.zip for the Export Data operation; In the case of Sync Recovery, the RecoveryData_2019-12-06 10:53:16.log file for the create, update, or insert operation along with the JSON file. For more information, read the Sync Logs article. A single API request contains from 10 to 2 000 records. All requested data volume is divided into batches depending on the number of fields and field types of the object. Also, attachments can be downloaded one at a time. Approximately, the CT Mobile app is loading around 1 000 records per second, assuming the objects do not have fields with the «heavy» type, such as Text Area (Long), Text Area (Rich), etc. To view the number of API requests, perform the synchronization, go to Setup → Company Settings → Company Information, and check the API Requests, Last 24 Hours field. The list of components is available here. Also, the metadata archive includes all offline objects that were specified on the CT Mobile Control Panel: Offline Objects / CT Mobile Control Panel 2.0: Offline Objects. We recommend enabling a metadata checker and setting a schedule for a metadata checker according to your business processes, such as the frequency of updating settings on the CT Mobile Control Panel tabs, changing lookup filters, creating custom labels, managing validation rules, etc. The metadata archive has not been created or updated. Some functionality may incorrectly work, for example, offline validation rules. Check the cloud token (refer to CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools) is valid. Create a ZIP archive or refresh metadata in the ZIP archive. We recommend enabling a metadata checker. Also, it is possible to set a schedule for a metadata checker or manually create/update the metadata archive. Translation Workbench is used to maintain translated values for metadata and data labels in Salesforce org, for example, to translate fields, objects, related lists, etc. If the translation is absent, the label will be displayed. If the translation has been added, check the metadata archive is created or updated. We recommend enabling a metadata checker. Also, it is possible to set a schedule for a metadata checker or manually create/update the metadata archive. Also, check the Application Language article. The lookup filters are the components of the metadata archive. If you created or changed the lookup filter, it is necessary to rebuild a metadata archive. We recommend enabling a metadata checker. Also, it is possible to set a schedule for a metadata checker or manually create/update the metadata archive. Please note that the creation of the metadata archive may take some time. Follow steps: Go to the Setup → enter Apex Jobs in the Quick Find box → click the Apex Jobs page. Check that there are no errors in the classes: Schedule_LastModifiledDate is used to build a metadata archive. If the status of the Apex class is Failed, then the metadata archive has not been compiled. Refresh the cloud token value and re-build the archive; Schedule_CheckRetrieveStatus is used to retrieve a metadata archive. If the status of the Apex class is Aborted, then the metadata archive has not been compiled. The class will request the archive until the archive is compiled, and then the class status will change to Completed. Go to the Send Application Data Dump article. To use the CT Mobile app, assign the CT Mobile license to the mobile users. This error occurs when the Salesforce organization is no longer active. Disconnect then reconnect from Salesforce. The duration of the sync process depends on: the internet connection. Check the requirements for the connection. amount of data. To avoid the synchronization of the large data, customize the criteria to download desired records of offline objects. amount of modified components (objects, fields, layouts) or changes provided on the CT Mobile Control Panel / CT Mobile Control Panel 2.0. In this case, mixed synchronization is in progress instead of fast synchronization, and the sync process takes more time. The INVALID_TYPE error occurs if you haven’t access to a field because of revoked access in Salesforce. When you perform fast synchronization, the system cannot retrieve records of objects because the current user has no access to several object fields. To avoid this issue, we recommend this sequence of steps: Users perform fast synchronization. The administrator makes changes to the object model in Salesforce (sharing rules, adding and removing fields, changing a profile for a user). Users perform a full synchronization. The UNKNOWN_EXCEPTION error occurs due to either an incorrect setting or a Salesforce error. Identify the query where the error occurs during synchronization, and check it in Workbench. If the queries are correct, contact Salesforce and report the error. The MALFORMED_QUERY error occurs when the SOQL filter is incorrectly specified for the offline object. Check the SOQL query in the error message. The INVALID_FILTER_QUERY_OPERATOR: invalid ID field error is due to a temporary mobile record ID being inserted into the reference field when the query is formed. Check the custom logic that inserts the temporary ID in the field. This error occurs in the following cases: No internet connection on the device. There is an incident on the Salesforce side, for example, https://status.salesforce.com/incidents/6406.","title":"Synchronization F.A.Q.","component":"ctmobile-ios","version":"3.0","name":"synchronization-f-a-q","url":"/ctmobile-ios/3.0/mobile-application/synchronization/synchronization-launch/synchronization-f-a-q.html","titles":[{"text":"Synchronization Modes","hash":"h2_1632467576","id":1},{"text":"When to launch the full synchronization?","hash":"h3_2097853915","id":2},{"text":"When to launch the fast synchronization?","hash":"h3_965238074","id":3},{"text":"When does the mixed synchronization automatically launch instead of the fast synchronization?","hash":"h3_1232469734","id":4},{"text":"When to use the quick record synchronization?","hash":"h3_115254474","id":5},{"text":"When to use the Sync Recovery functionality?","hash":"h3_371527703","id":6},{"text":"When to use CT Mobile Replication?","hash":"h3_2034589294","id":7},{"text":"How to know that the synchronization is successful?","hash":"h3_2143775923","id":8},{"text":"Synchronization Details","hash":"h2_490564468","id":9},{"text":"What are the synchronization statuses?","hash":"h3_11590014","id":10},{"text":"Where are the synchronization statistics stored?","hash":"h3_1530730493","id":11},{"text":"How many API requests are used within the first full synchronization?","hash":"h3_666651666","id":12},{"text":"Metadata Components and Related Error Handling","hash":"h2_2101954030","id":13},{"text":"What components are included in the metadata archive?","hash":"h3_831436350","id":14},{"text":"How often should you rebuild the metadata archive?","hash":"h3_317222557","id":15},{"text":"Why were not the up-to-date metadata components downloaded during the full or mixed synchronization?","hash":"h3_335611687","id":16},{"text":"Why is the new translation for an object or a field not displayed in the CT Mobile app?","hash":"h3_439788848","id":17},{"text":"The lookup filter has been changed. Why has not it been downloaded to the device?","hash":"h3_1646090375","id":18},{"text":"The metadata checker has been enabled. Why are not the up-to-date metadata components downloaded to the device?","hash":"h3_98900833","id":19},{"text":"Synchronization Error Handling","hash":"h2_1094723947","id":20},{"text":"How to send the application data dump?","hash":"h3_1178930529","id":21},{"text":"What to do if the sync process has stopped due to missing the CT Mobile license?","hash":"h3_2090909248","id":22},{"text":"What to do if the sync process has stopped due to an inactive organization error?","hash":"h3_755626042","id":23},{"text":"What to do if synchronization takes too long?","hash":"h3_2051887665","id":24},{"text":"What to do if the INVALID_TYPE error occurs?","hash":"h3_381741377","id":25},{"text":"What to do if the UNKNOWN_EXCEPTION error occurs?","hash":"h3_1079670190","id":26},{"text":"What to do if the MALFORMED_QUERY error occurs?","hash":"h3_1189028288","id":27},{"text":"What to do if the INVALID_FILTER_QUERY_OPERATOR: invalid ID field occurs?","hash":"h3_1710675976","id":28},{"text":"When does No connection to Salesforce occur?","hash":"h3_528467127","id":29}]},"1904":{"id":1904,"text":"Launch the full synchronization to download these objects to the mobile device. Tap the header to open the corresponding table. User permissions for objects that are always downloaded during synchronization User permissions for objects that are required for the correct offline operation of the added functionalities and integrations User permissions to download custom settings and custom metadata types Object Object API Name User Permission Comments Account Account Read Assignment Rule AssignmentRule Read If active. CTM Settings clm__CTMSettings__c Read Document Document Read It is required to display the CT Mobile logo (refer to CT Mobile Control Panel: General or CT Mobile Control Panel 2.0: User Interface). Email Template EmailTemplate Read If active. Folder Folder Read To display correctly, Dashboard and EmailTemplate are required. Group Group Read Record Type RecordType Read Sync Log clm__SyncLog__c Read; Edit User User Read If active. User Permission Access UserPermissionAccess Read User Role UserRole Read Functionality/Integration Object Object API Name User Permission Comments Applications Application clm__Application__c Read; Edit Application Stats clm__ApplicationStats__c Read Custom Scenario clm__CustomScenario__c Read; Edit Slide clm__Slide__c Read CG Cloud The list of CG Cloud objects — — CT Sign Sign Document ctsign__SignDocument__c Read Sign Settings ctsign__SignSettings__c Read; Edit CT Orders Group Group Read The list of CT Orders objects — — Dashboards (online) Dashboard Dashboard Read Report Report Read Report Type ReportType Read Lead Lead Status LeadStatus Read If the list of offline objects contains the Lead object. Offline Objects The list of offline objects — Read; Edit; Delete (depend on the object) It is based on data from clm__RelatedListFillters__c, clm__TopLvlObjects__c (will be deprecated in future), or CTM Settings. Task Status TaskStatus Read; Edit If the list of offline objects contains the Task object. Opportunity Opportunity Opportunity Read If the list of offline objects contains the Order and Quote objects. Opportunity Product OpportunityLineItem Read If the list of offline objects contains the Opportunity object. Order Order Product OrderItem Read If the list of offline objects contains the Order object. Price Book Pricebook2 Read If the list of offline objects contains the Order and Opportunity objects. Price Book Entry PricebookEntry Read If the list of offline objects contains the Order and Opportunity objects. Salesforce Product Product2 Read If the list of offline objects contains the Order and Opportunity objects. Quote Quote Quote Read If the list of offline objects contains the Quote object. Quote Line Item QuoteLineItem Read If the list of offline objects contains the Quote object. Custom Setting or Custom Metadata Type API Name User Permission Menu Settings and Offline Objects clm__TopLvlObjects__c Read Mobile Application Setup clm__ApplicationSetup__c Read Mobile Custom Detail Settings clm__MobileActivityDataCustomization__c Read Mobile Customization clm__MobileCustomization__c Read Mobile Mini Layout Settings clm__MobileLayoutSettings__c Read Related List Filters clm__MobileRelatedListFilters__c Read CT Mobile Replication clm__Replication__mdt Read CT Mobile Workflow clm__Workflow__mdt Read CT Mobile Workflow Step clm__WorkflowStep__mdt Read","title":"User Permissions Required to Synchronize Objects to Offline Work with Functionalities","component":"ctmobile-ios","version":"3.0","name":"user-permissions-required-to-synchronize-objects-to-offline-work-with-functionalities","url":"/ctmobile-ios/3.0/mobile-application/synchronization/synchronization-launch/user-permissions-required-to-synchronize-objects-to-offline-work-with-functionalities.html","titles":[]},"1905":{"id":1905,"text":"Table of Contents Customize Home Screen Widgets on the Home Screen For CT Mobile Version 2.9 and Earlier and CT Mobile Control Panel For CT Mobile Version 3.0 and CT Mobile Control Panel 2.0 Status Indicator The Home Screen is the customizable starting page. By default, the customization is turned off and the Home Screen contains the logo, the carousel of CLM presentations if available due to proper permission settings, and the calendar widget. You can add, remove, and resize the elements on the Home Screen for each profile separately. Since CT Mobile 2.7, if there is no data for the added widget (e.g., CLM-presentations on the device or data for the reports), the widget icon is shown. To customize the Home Screen: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the Home item in the SELECTED list. Enable the Customizable home screen setting. Click Add Element. Select the element type from the drop-down list. Resize the element and define its position. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click the Home item in the Selected list. Enable the Customizable Screen setting. Click Add Widget. Select the element type from the drop-down list. Resize the element and define its position. Click Save. The Home Screen customization is completed. The new record of CT Mobile Homepage Settings will be created. To view the file in Salesforce, switch Lightning Experience to Salesforce Classic, go to Documents and open the CT CLM folder. If some changes were made to the customizable Home Screen, a mobile user can quickly update it by four times tapping. During the update of the Home Screen, the SYNC button is locked. A logo can be specified per profile. Select a profile on CT Mobile Control Panel: General / CT Mobile Control Panel 2.0: User Interface and add a new logo. Starting from today, the widget shows activities of the two last and two next weeks. When a user taps a day, all Activity records started on the selected day will be displayed in the left record list. Tap the filter icon to select the Activity object and display its records. Use arrows to view the Activity records of the previous or next day. In the left records list of all activities of the selected day, the maximum number of records is 20. In CT Mobile 2.5 the restriction has been removed. If the Start/Finish functionality is enabled, on activity is unfinished when the IsDone__c checkbox on the Activity object is not activated. If the user of the mobile device taps the Finish button on the activity screen, the IsDone__c checkbox will automatically be selected. The API names of the checkboxes on the Activity objects, for example, the IsDone__c field, should be specified (separated by a comma, without blank space) in the clm__ActivityDoneAPI__c field on the Mobile Application Setup. Tap the icon to view and manage all activities of that day if permission to create and delete records is granted. To modify the All activities per day hint, create the CalendarWidget custom label with desired text label. Display the standard scenario and favorite custom scenarios of CLM presentations. In the Applications module, add CLM-presentation(s) or scenario(s) to favorites. The favorite CLM presentations will be displayed in the carousel. Scroll the carousel and tap on the CLM presentation to open it. In the presentation mode, use gestures and buttons. If the CLM presentation was republished, the red dot will appear next to its screenshot in the carousel and next to the Applications label on the menu. Review the CLM presentation on your device. After creating or editing a dashboard or report, refresh the metadata archive to ensure that reports and dashboards have been included correctly. A mobile user can view dynamic report charts and dashboards: The charts and dashboards should be available for the mobile user. Since CT Mobile package version 4.8, we recommend creating dashboards and reports in Salesforce Lightning. Reports, which are used for creating offline dashboards, should be located in custom folders, not in default package folders. If a report is based on an offline dashboard, the dashboard also should be located in a custom folder. Objects used for chart building should be added to the list of the objects available offline (refer to CT Mobile Control Panel: Managing Offline Objects / CT Mobile Control Panel 2.0: Offline Objects). On the Home screen, as well as on the mobile layout, only offline reports and dashboards are available. When a dashboard collects data that is not stored in the mobile application, for example, Sync Logs reports or CLM-presentation statistics, the message «No data to display» will be shown on the Dashboard widget. A mobile user can view these dashboards online in the Dashboards module if the module was added to the main menu. To view or update dashboards and reports, launch a full synchronization. A valid cloud token is required. Using the Fiscal year criterion in filters and in reports and dashboards criteria is working as the Calendar year. A logo can be specified per profile. Select a profile on CT Mobile Control Panel 2.0: User Interface and add a new logo. After creating or editing a dashboard or report, refresh the metadata archive to ensure that reports and dashboards have been included correctly. A mobile user can view dynamic report charts and dashboards: The charts and dashboards should be available for the mobile user. Since CT Mobile package version 4.8, we recommend creating dashboards and reports in Salesforce Lightning. Reports, which are used for creating offline dashboards, should be located in custom folders, not in default package folders. If a report is based on an offline dashboard, the dashboard also should be located in a custom folder. Objects used for chart building should be added to the list of the objects available offline (refer to CT Mobile Control Panel 2.0: Offline Objects). On the Home screen, as well as on the mobile layout, only offline reports and dashboards are available. When a dashboard collects data that is not stored in the mobile application, for example, Sync Logs reports or CLM-presentation statistics, the message «No data to display» will be shown on the Dashboard widget. A mobile user can view these dashboards online in the Dashboards module if the module was added to the main menu. To view or update dashboards and reports, launch a full synchronization. A valid cloud token is required. Using the Fiscal year criterion in filters and in reports and dashboards criteria is working as the Calendar year. Starting from today, the widget shows activities of the current week. When a user taps a day, all Activity records started on the selected day will be displayed in the left record list. Tap the filter icon to select the Activity object and display its records. Use arrows to view the Activity records of the previous or next day. If the Start/Finish functionality is enabled, on activity is unfinished when the IsDone__c checkbox on the Activity object is not activated. If the user of the mobile device taps the Finish button on the activity screen, the IsDone__c checkbox will automatically be selected. The API names of the checkboxes on the Activity objects, for example, the IsDone__c field, should be specified (separated by a comma, without blank space) in the clm__ActivityDoneAPI__c field on the Mobile Application Setup. Tap the icon to view and manage all activities of that day if permission to create and delete records is granted. To modify the All activities per day hint, create the CalendarWidget custom label with desired text label. The widget shows activities for today. The first 3 activities are displayed, others are counted in the +N more label. Tap an activity or the +N more label to open the calendar for today and view the selected activity. If creation of the activity object is allowed in the CT Mobile Control Panel 2.0, you can tap the Create New button to create new activity. Display the standard scenario and favorite custom scenarios of CLM presentations in a carousel view. In the Applications module, add CLM-presentation(s) or scenario(s) to favorites. The favorite CLM presentations will be displayed in the carousel. Scroll the carousel and tap on the CLM presentation to open it. In the presentation mode, use gestures and buttons. If the CLM presentation was republished, the red dot will appear next to its screenshot in the carousel and next to the Applications label on the menu. Review the CLM presentation on your device. The Status Indicator in the lower part of the home screen informs you about the data relevancy and if the synchronization is required. The Indicator begins to blink if you have updated some records or haven’t performed the synchronization for a long time. Tap the Indicator to see the number of such records and the synchronization age. The Indicator has several statuses, which depend on the number of unsynchronized records and the date of the last synchronization. Attachments also influence the Status Indicator. Each attachment counts for 25 records. The statuses and their conditions are listed in the following table: Status Number of Records Synchronization Age, days 0 0–2 1 3 2–150 4 151–300 5 301 and more 6 and more","title":"Home Screen","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/mobile-application/ui/home-screen/index.html","titles":[{"text":"Customize Home Screen","hash":"h2_281191636","id":1},{"text":"Widgets on the Home Screen","hash":"h2_617918582","id":2},{"text":"For CT Mobile Version 2.9 and Earlier and CT Mobile Control Panel","hash":"_for_ct_mobile_version_2_9_and_earlier_and_ct_mobile_control_panel","id":3},{"text":"Logo","hash":"h3_1361691321","id":4},{"text":"Calendar","hash":"h3_1292798904","id":5},{"text":"Carousel of CLM-presentations","hash":"h3_1523913535","id":6},{"text":"Reports and Dashboards","hash":"h3_1761919763","id":7},{"text":"For CT Mobile Version 3.0 and CT Mobile Control Panel 2.0","hash":"_for_ct_mobile_version_3_0_and_ct_mobile_control_panel_2_0","id":8},{"text":"Logo","hash":"h4_213178837","id":9},{"text":"Dashboard Chart / Report chart","hash":"_dashboard_chart_report_chart","id":10},{"text":"Calendar Week","hash":"_calendar_week","id":11},{"text":"Today’s Agenda","hash":"h4_2135904237","id":12},{"text":"Presentation","hash":"h4__1874800586","id":13},{"text":"Status Indicator","hash":"h2_396225247","id":14}]},"1906":{"id":1906,"text":"The search is case-insensitive and can register full-match search results. For example, if you search «Account Name», only «Account Name» results will be shown, and «Account» or «Name» will not be matched. The Global Search button is located at the top of the Home screen and allows you to search records of objects added to the main menu. Search is carried out in the fields that are listed on the Search Results search layout and in the fields specified as the title and subtitle on the compact layout. The found records are displayed on the left side of the screen. This type of search is placed at the top of the records list in all objects added to the menu. The search button allows all records of the selected object to be searched. Search is carried out in the fields that are listed on the Search Results search layout and in the fields specified as the title and subtitle on the compact layout. The found records are displayed on the left side of the screen.","title":"Search","component":"ctmobile-ios","version":"3.0","name":"search","url":"/ctmobile-ios/3.0/mobile-application/ui/home-screen/search.html","titles":[{"text":"Global Search","hash":"h2_80851391","id":1},{"text":"Search in Records","hash":"h2_477596190","id":2}]},"1907":{"id":1907,"text":"Add the increase (\"+\") and decrease (\"–\") buttons to the fields with the Number, Currency, and Percent types. They are available both on the record main screen and in the custom related tab on a record detail screen. To enable this option, specify the following in the field description, refresh metadata archive and launch mixed synchronization. ctmobile.quantity(step) where step is the value modification scale. The setup is complete.","title":"Buttons \"+\" and \"-\" for the Numeric, Currency, and Percentage Fields","component":"ctmobile-ios","version":"3.0","name":"buttons-for-the-numeric-currency-percentage-fields","url":"/ctmobile-ios/3.0/mobile-application/ui/mobile-application-field-types/buttons-for-the-numeric-currency-percentage-fields.html","titles":[]},"1908":{"id":1908,"text":"Set up a display of any field as a drop-down list with predefined values but with the possibility to manually input any value. To enable this option, specify the following in the field description, refresh metadata archive (refer to CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools) and launch mixed synchronization. ctmobile.combobox(value1,value2,..,value[n]) Where value is the predefined text for the field. The custom labels of $Label.LabelAPIName type can be used as a value. The setup is complete. →","title":"Combobox","component":"ctmobile-ios","version":"3.0","name":"combobox","url":"/ctmobile-ios/3.0/mobile-application/ui/mobile-application-field-types/combobox.html","titles":[]},"1909":{"id":1909,"text":"Set up range limits for the fields with the Date and Date/Time types. To enable this option, specify the following in the field description, refresh metadata archive (refer to CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools) and launch mixed synchronization: minDate is the lower range limit maxDate is the upper range limit For the fields with the Date type, the value format of minDate and maxDate is: YYYY-MM-DD For the fields with the Date/Type type, the value format of minDate and maxDate is YYYY-MM-DDThh:mm:ssZ If the lower or upper range limit is not defined, specify null, for example, ctmobile.dateRange('2017-01-01T10:00:00Z',null) If the default field value is outside the available range, the date range limits are not applied. Parameter values must be enclosed in single quotes. ctmobile.dateRange('minDate','maxDate')","title":"Data Field Limits","component":"ctmobile-ios","version":"3.0","name":"date-field-limits","url":"/ctmobile-ios/3.0/mobile-application/ui/mobile-application-field-types/date-field-limits.html","titles":[]},"1910":{"id":1910,"text":"Set up a display of the field without a label. To enable this option, specify the following in the field description, refresh metadata archive (refer to CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools) and launch mixed synchronization. ctmobile.nolabel The setup is complete.","title":"Extending Field Values to the Entire Layout Width (Without Label)","component":"ctmobile-ios","version":"3.0","name":"extending-field-values-to-the-entire-layout-width-without-label","url":"/ctmobile-ios/3.0/mobile-application/ui/mobile-application-field-types/extending-field-values-to-the-entire-layout-width-without-label.html","titles":[]},"1911":{"id":1911,"text":"Set up a display of object fields on the mobile layout. For example, hide the field label (name), input data using a slider, etc. Buttons \"+\" and \"-\" for the Numeric, Currency, and Percentage Fields Combobox Data Field Limits Extending Field Values to the Entire Layout Width (Without Label) Slider for the Numeric, Currency and Percentage Fields","title":"Mobile Application Field Types","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/mobile-application/ui/mobile-application-field-types/index.html","titles":[]},"1912":{"id":1912,"text":"Add the interactive control in the form of a slider to the fields with the Number, Currency, and Percent types. To enable this option, specify the following in the field description, refresh metadata archive (refer to CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools) and launch mixed synchronization: min_value is the minimum available value for the field. max_value is the maximum available value for the field. step is the modification scale. ctmobile.slider(min_value,max_value,step) The setup is complete.","title":"Slider for the Numeric, Currency and Percentage Fields","component":"ctmobile-ios","version":"3.0","name":"slider-for-the-numeric-currency-and-percentage-fields","url":"/ctmobile-ios/3.0/mobile-application/ui/mobile-application-field-types/slider-for-the-numeric-currency-and-percentage-fields.html","titles":[]},"1913":{"id":1913,"text":"The User object is a standard Salesforce object. Object API name: User The changes in the following fields of the current user’s record are sent to Salesforce and to the mobile device during each synchronization. The current user’s profile should have permission to edit the fields in the table below. Field API Name Type Description Device Model clm__DeviceModel__c Text(255) Available since CT Mobile package v. 3.65. The version of the device model. Device Token clm__DeviceToken__c Text(255) The unique identifier of the current user’s mobile device. Last Sync Date clm__LastSyncDate__c Date/time The date and time of any last successful synchronization. Mobile MAC clm__MobileMAC__c Text(255) MAC Address. Mobile Version clm__MobileVersion__c Text(255) The version of the CT Mobile app on the current user’s mobile device. Operation System clm__DeviceOSVersion__c Text(255) The version of the OS of the current user’s mobile device.","title":"User","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/clm-scheme/clm-user/index.html","titles":[]},"1914":{"id":1914,"text":"These permissions should be defined for all the fields (with clm prefix) of objects from the tables below. Object API Name Create Read Edit Delete Application clm__Application__c + Application Stats clm__ApplicationStats__c + + + Custom Scenario clm__CustomScenario__c + + + + Placeholder clm__Placeholder__c Slide clm__Slide__c + Sync Log clm__SyncLog__c + + + Template clm__Template__c Widget clm__Widget__c Object API Name Create Read Edit Delete Application clm__Application__c + + + + Application Stats clm__ApplicationStats__c + + + Custom Scenario clm__CustomScenario__c + + + + Placeholder clm__Placeholder__c + + + + Slide clm__Slide__c + + + + Sync Log clm__SyncLog__c + + + Template clm__Template__c + + + + Widget clm__Widget__c + + + +","title":"User Permissions","component":"ctmobile-ios","version":"3.0","name":"user-permissions","url":"/ctmobile-ios/3.0/ct-presenter/about-ct-presenter/clm-scheme/clm-user/user-permissions.html","titles":[{"text":"Representative","hash":"h2_539802811","id":1},{"text":"Product Manager / Creative Agency","hash":"_product_manager_creative_agency","id":2}]},"1915":{"id":1915,"text":"Table of Contents Display CRM Data Data Storage CT Presenter allows displaying CRM data from the related records of offline objects on a slide. Use the following format in a slide markup: {!$ObjectName.FieldAPIName}. In case of blank value of the displayed field, marker is set to space. For example: {!$Contact.FirstName}{!$Contact.LastName} {!$Account.Name} CT Presenter allows recording and passing different information to Salesforce during the CLM presentation demonstration. Users can fill out a form or add some information to placeholders on a slide. But when a user switches to other slides, data will be erased. To avoid this, in the slide markup, specify a place to store the entered information: localStorage for storing data locally on the user’s device sessionStorage for keeping data for the current CLM presentation demonstration Example: var statsData = JSON.parse(localStorage.getItem('storage_statsData')); function slTime(){ var start = new Date(); var oldtime = statsData[2].time; setInterval( function(){ var mlsec = (new Date() - start); statsData[2].time = oldtime + mlsec; localStorage.setItem('storage_statsData', JSON.stringify(statsData)); } , 3000); };","title":"Data on Slides","component":"ctmobile-ios","version":"3.0","name":"data-on-slides","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-interactive-clm-presentation/data-on-slides.html","titles":[{"text":"Display CRM Data","hash":"h3_1494338972","id":1},{"text":"Data Storage","hash":"h3_1783207205","id":2}]},"1916":{"id":1916,"text":"Consider these gestures when implementing embedded interactions in a slide markup. For example, do not call custom action double tapping on the bottom of a slide. Gesture Action Left/right double-finger swipe A default gesture for swiping slides. It may be reconfigured to one-finger swipe in the Swipe gesture type attribute of the CLM presentation. One-finger swipe may interfere with embedded interactions in slides. Up/down double-finger swipe Use to like (up) or dislike (down) a slide. Double-finger rotation Use to restart a current slide. Double tap the right/left side Display sidebar with action menu. The action menu width is 120 px. For more information about action menu, refer to CLM Presentation Controls. Double tap on the bottom Display the navigator bar with the selected scenario and preview of slides. Tap a slide to open it. Double tap the navigation bar to hide it. The navigation bar displays the preview of the slides with resolutions of 100×75 px. The navigation bar resolutions are 1024×120 px. Two-finger pinch Zoom in and out an open slide. Not in use in Remote Detailing and Self-Detailing.","title":"Default Gestures","component":"ctmobile-ios","version":"3.0","name":"default-gestures","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-interactive-clm-presentation/default-gestures.html","titles":[]},"1917":{"id":1917,"text":"It is possible to disable the standard iOS functionalities, such as open a popup or highlight an element, for example, when the standard action is used on a slide for other purposes. In this case, use the following code for each element on a slide to disable the iOS action: *{ -webkit-touch-callout: none; -webkit-user-select: none; -webkit-tap-highlight-color:rgba{0, 0, 0, 0}; } For more information about the WebKit features, go to WebKit CSS Feature Status.","title":"Disabling Standard iOS Actions","component":"ctmobile-ios","version":"3.0","name":"disabling-standard-ios-actions","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-interactive-clm-presentation/disabling-standard-ios-actions.html","titles":[]},"1918":{"id":1918,"text":"Walkthrough this guide to know how to create an interactive CLM presentation for iOS users by yourself. Within the interactive CLM presentation, you can play videos, fill out various forms, navigate slide-to-slide with default gestures or custom code, and perform other interactions implemented in a slide markup. Once you created the interactive presentation, you can upload it as ZIP file. The sources.zip Structure Uploading Slides to Application Editor Testing Interactive CLM Presentations JS Libraries Default Gestures Navigation Data on Slides Opening Files Disabling Standard iOS Actions","title":"Creating Interactive CLM Presentation","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-interactive-clm-presentation/index.html","titles":[]},"1919":{"id":1919,"text":"Table of Contents Required JS Library Additional JS Libraries for Using Widgets JS libraries are responsible for displaying CLM presentations. Also, you can use JS Bridge methods to manage CRM data, access an external functionality, or control interactions on slides. For more information, refer to JS Bridge Methods Availability. The system JS library must be specified in the tag of each slide: In the case of using widgets supplied with the solution, add the following resources in the tag of a slide: For more information about available widgets, refer to Creating a Widget.","title":"JS Libraries","component":"ctmobile-ios","version":"3.0","name":"js-libraries","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-interactive-clm-presentation/js-libraries.html","titles":[{"text":"Required JS Library","hash":"h3_1625537617","id":1},{"text":"Additional JS Libraries for Using Widgets","hash":"h3_844538281","id":2}]},"1920":{"id":1920,"text":"Table of Contents Switching Slides CTAPPgoTo… Methods Example of Transitions between Slides Do not use navigation frameworks to avoid overlap with CT Presenter navigation methods. Branches are sets of CLM presentation slides, single scenarios that run depending on the user’s choice. To navigate among scenarios, restrict default gestures on slides: Activate the Fixed attribute of a Slide object to disable a default gesture to swipe a slide to the next one. Default gestures are not in use to switch the last slide in a branch. To switch a slide: Use default gestures for switching slides within a branch Add in a slide markup one of the following methods to start a branch and switching among branches: Text, where [k] is a slide order. Home, where: [n] is the number of a branch [k] is the number of a slide in the appropriate branch start_slide is a name of a file that represents a slide This markup works only for web browsers. Use the CTAPPgoTo… methods or a library to process a default gesture, for example, hammer.js, to switch the last or fixed slide. Use these methods in a slide markup to switch among slides and branches, including the fixed and last slides: Method Action CTAPPgoToSlide(slideNum) Jump to a specific slide. CTAPPgoToPrevious() Jump to the previousslide. CTAPPgoToNext() Jump to the next slide. CTAPPgoToFirst() Jump to the first slide. To use CTAPPgoTo… methods: Create a slide-name.html with the following markup and upload it to Salesforce:
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Create a script with the CTAPPgoTo… methods: ","title":"Navigation","component":"ctmobile-ios","version":"3.0","name":"navigation","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-interactive-clm-presentation/navigation.html","titles":[{"text":"Switching Slides","hash":"h3_1793408620","id":1},{"text":"CTAPPgoTo… Methods","hash":"h3_1578877299","id":2},{"text":"Example of Transitions between Slides","hash":"h3_702407821","id":3}]},"1921":{"id":1921,"text":"Table of Contents Opening Files in Interactive CLM Presentations Open Video Files To open files within CLM presentations, add one of the following in a slide markup: to open a Name.pdf file added to the Notes & Attachments section of the CLM presentation: Open a file Also, you can open files added to the Libraries module. to open a Name.pdf file added to sources.zip: window.open(\"[path]/Name.pdf\") to open dynamically loaded files: Open a file to open external links (when online): Open a file To play a video, the file may be uploaded to sources.zip. The video cannot exceed 25 MB. To play a YouTube video or a video from the Libraries module within CLM presentation: We suggest you upload videos on YouTube selecting the Unlisted value in the Visibility option to avoid public dissemination. The size of a video can exceed 25 MB. During synchronization, the CT Mobile app downloads the video into its local repository for offline access. To add a video on a slide markup, use the Video widget. To add a widget, use templates and placeholders. Placeholders must be marked as {!POSITION_n}, where n is a position number. An associated widget has the corresponding position number in {!POSITION_n} will be added to the slide. To add a YouTube video: To add a video from the Libraries module: ","title":"Opening Files","component":"ctmobile-ios","version":"3.0","name":"opening-files","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-interactive-clm-presentation/opening-files.html","titles":[{"text":"Opening Files in Interactive CLM Presentations","hash":"h3_102315547","id":1},{"text":"Open Video Files","hash":"h3_437403350","id":2}]},"1922":{"id":1922,"text":"Each CLM presentation has sources—a variety of content and assets: media, such as images, GIFs, video, and audio attached files, such as .pdf, .doc(x), etc. styles and fonts JSONs and JS methods. Content and associated CLM presentation assets must be packed in ZIP archive(s) in order to load them to Salesforce. The size of a ZIP archive cannot exceed 25 MB. Otherwise, it must be split into several ZIP archives. The file extension must be .zip. The available formats: sources[n].zip, where [n] is the number of the archive part, starting from 1. You can use the 7-Zip utility to create and divide ZIP archives into parts less than 25 MB. In this case, the output format will be sources.zip.00[n], where [n] is the number of the archive part, starting from 1. Select the ZIP format when creating an archive. The ZIP archive may contain folders and subfolders. Do not create a ZIP archive with the Sources folder that include folders with images, video, etc. The sources/images/image-1.jpg path will not be handled. The sources.zip structure:","title":"The sources.zip Structure","component":"ctmobile-ios","version":"3.0","name":"sources","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-interactive-clm-presentation/sources.html","titles":[]},"1923":{"id":1923,"text":"Table of Contents Slide Markup Large Slides CT Presenter contains a set of CLM presentations to get you examples of ZIP archives, slide markups, and interactions within CLM presentations. For more information, refer to Test CLM Presentations. Usually, a slide is a single HTML page with the following structure: ... ... When each slide is a single HTML page, you can use CT Presenter tools to collect statistics per slide. For more information about tracked parameters, refer to Application Stats. If you do not need to track slide statistics, you can create a CLM presentation as indivisible content. The peculiarity of such CLM presentations is: CLM presentation will be uploaded as one slide HTML size on that slide may exceed the allowed limit—the number of characters in a slide markup, which is 131,072 characters. To upload such a slide: Create a JS file with the HTML code of a slide, for example, with the addMarkup.js name in the following format: document.body.innerHTML = `
` Add addMarkup.js to sources.zip and upload it to Salesforce. Create a slide-name.html with the following markup and upload it to Salesforce: ... Also, follow these recommendations for large slides: If the slide has several videos, and they are configured to play immediately, configure them to play only when they appear in the visible part of their slide, when the user can actually see them. Configure sectional loading for the slide: while opening the slide, only one section is loading, which user is opening currently. To avoid freezing and crash of presentations with large slides, it is highly recommended to use the slide loader to make sure that all the content and scripts have been fully loaded and ready to use. See also: CLM Presentation Components.","title":"Testing Interactive CLM Presentations","component":"ctmobile-ios","version":"3.0","name":"testing-clm-presentations","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-interactive-clm-presentation/testing-clm-presentations.html","titles":[{"text":"Slide Markup","hash":"h3_1283836803","id":1},{"text":"Large Slides","hash":"h3_2014592999","id":2}]},"1924":{"id":1924,"text":"CLM presentation slides must be loaded to the Application Editor as the Slide object. To simplify work with slides, especially when there are several scenarios within a CLM presentation, use the following format for naming: slide-[n][k].html, where [n] is the number of a branch and [k] is the number of a slide in the appropriate branch. You can count slides from either 0 or 1. Branches are always counted from 0. For example, the first slide of a CLM presentation always has [n] = 0 and may have [k] = 0 or [k] = 1: slide-00.html, slide-01.html. When you uploaded slides in Salesforce, you should specify the Order and Branch for a slide. Note that Salesforce automatically hide[n] = 0 in the slide order. When you have uploaded ZIP archive(s) to the Application Editor and you need to change something on a slide, like adding a new image or replacing a video: Download sources.zip from the Application Editor that contains the content you want to replace. Remove the sources.zip (step 1) from the Application Editor. Replace the content in the downloaded sources.zip. Upload the updated sources.zip (step 3) to the Application Editor. Do not modify or remove from the Application Editor other sources.zip that used in the CLM presentation.","title":"Uploading Slides to Application Editor","component":"ctmobile-ios","version":"3.0","name":"uploading-slides-to-application-editor","url":"/ctmobile-ios/3.0/ct-presenter/creating-clm-presentation/creating-clm-presentation-with-the-application-record-type/creating-interactive-clm-presentation/uploading-slides-to-application-editor.html","titles":[]},"1925":{"id":1925,"text":"Table of Contents Activating CG Cloud in the CT Mobile app Adding CG Cloud Objects to the Offline Objects User Permissions and Synchronization After activating CG Cloud in your Salesforce org, follow these steps to work offline with CG Cloud features and objects in the CT Mobile app. To activate CG Cloud features in the CT Mobile app: In CT Mobile Control Panel In CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: App Menu tab. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Click the button to open the Add menu item tool. Select the Consumer Goods item. Click Add to close the Add menu item tool. Click Save. Go to CT Mobile Control Panel 2.0: App Menu tab. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Click Show Module Menu. On the All or Integration tab, select the Consumer Goods item. Click Save. After performing the synchronization, the Retail Store records are available for viewing only in the Retail Stores menu item and on the Retail Stores tab in the Calendar, Nearby Accounts, and Routes modules. To work with records, add the Retail Store object to offline objects and assign permissions to users. If mobile users need the ability to create, edit, or delete records of CG Cloud objects, for example,Retail Store or Visit, it is necessary to make these objects available offline and assign permissions to users: CT Mobile Control Panel CT Mobile Control Panel 2.0 Go to CT Mobile Control Panel: Offline Objects. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings. Drag and drop Retail Store and Visit from the Available list to the Selected list. Set up user permissions. Click Save. Go to CT Mobile Control Panel 2.0: Offline Objects. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings. Move Retail Store and Visit from the Available list to the Selected list. Set up user permissions. Click Save. After performing the synchronization, mobile users can create, edit, or delete Retail Store and Visit records depending on the user permissions. Consider that the mobile users should have the appropriate permission for the CG Cloud objects listed below and required for proper operation of the CG Cloud features. Perform full synchronization to load all objects from the table to the mobile device. Take into consideration user permissions to the CT Orders objects when using CG Cloud and CT Orders together. Object API Name Required Access for User Conditions for Downloading Records Comments ActionPlan Read; Create; Edit Only the Visit Execution type is supported. ActionPlanItem Read; Create; Edit ActionPlanTemplateItem Read ActionPlanTemplateItemValue Read ActionPlanTemplateVersion Read AssessmentIndicatorDefinition Read AssessmentTask Read; Create; Edit As assessment tasks in the Action Plan Template record, you can add records of Assessment Task or Task objects. AssessmentTaskDefinition Read AssessmentTaskIndDefinition Read InStoreLocation Read OperatingHours Read ProductCategory Read ProductCategoryProduct Read Product2 Read Promotion Read RetailLocationGroup Read RetailStore Read RetailStoreGroupAssignment Read RetailStoreKpi Read; Create; Edit RetailVisitKpi Read StoreProduct Read Survey Read SurveyInvitation Read WHERE SurveyId IN ('downloaded_Survey_records') SurveySubject Read SurveyVersion Read WHERE SurveyId IN ('downloaded_Survey_records') AND SurveyStatus = 'Active' Task Read; Create; Edit TaskStatus Read TimeSlot Read Visit Read; Create; Edit","title":"Activating CG Cloud in the CT Mobile app","component":"ctmobile-ios","version":"3.0","name":"activating-cg-cloud-in-the-ct-mobile-app","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/cg-cloud/setting-up-retail-execution/activating-cg-cloud-in-the-ct-mobile-app.html","titles":[{"text":"Activating CG Cloud in the CT Mobile app","hash":"h2_1079380618","id":1},{"text":"Adding CG Cloud Objects to the Offline Objects","hash":"h2_513015429","id":2},{"text":"User Permissions and Synchronization","hash":"h2_242799573","id":3}]},"1926":{"id":1926,"text":"The CG Cloud record type of the CTM Settings object is intended to store the settings to display the related CG Cloud records on the record of the appropriate offline object in the CT Mobile app. The mobile user can work with the related CG Cloud records and fill out the available fields with the actual values obtained during the visit to the retail store. The appropriate setting is defined by a combination of the clm__Object__c, clm__ObjectRecordType__c, and clm__OrgProfileId__c fields. If there is only one appropriate setting, a tab with the name specified in the clm__Label__c field will be displayed. In the case of several appropriate settings, the Detailing tab with sections named according to the clm__Label__c field will be displayed. If there are custom related lists, the Detailing tab will have sections with related CG Cloud records and custom related lists. Record Type API name: CGCloud Field API Name Type Description Columns Columns__c Long Text Area(32768) List of column headers (separated by a comma, without blank space). Available values: $Photo is the header for the product photo column. The Name of the Assessment Indicator Definition record, for example,$Out of stock The API name of the related object field, for example, ProductId The field should be manually created. The number of headers must match the number of fields in the clm__Fields__c field. Creating Allowed clm__IsCreatingAllowed__c Checkbox If enabled, the mobile user can create records of clm__RelatedObject__c. The permission to create a record cannot overcome the same profile permission. Criteria clm__Criteria__c Long Text Area(32768) A SOQL query is used to display only matched records of clm__RelatedObject__c. The criteria line should start with the WHERE keyword. Deleting Allowed clm__IsDeletingAllowed__c Checkbox If enabled, the mobile user can delete records of clm__RelatedObject__c. The permission to delete a record cannot overcome the same profile permission. Drilldown clm__IsDrilldownEnabled__c Checkbox If enabled, the mobile user can drill down to record details when taping on it. Fields clm__Fields__c Long Text Area(32768) List of fields (separated by a comma, without blank space). Available values: $Photo is used to display a photo of the product. The DisplayUrl field of the Salesforce Product record must contain the URL address of the photo. The API name of the Retail Visit KPI record field to write the actual value of the assessment indicator into this field. API name of the related object field, for example, ProductId The number of fields must match the number of columns in the Columns__c field. Label clm__Label__c Text(255) The name of the tab or the name of the section in the Detailing tab if there are several appropriate CTM Settings records of the CG Cloud record type or custom related lists. Object clm__Object__c Text(255) The API name of the offline object. The tab with related CG Cloud records will be displayed on the offline object record screen. Object Record Type clm__ObjectRecordType__c Text(255) The record type API name for clm__Object__c. Order clm__Order__c Number(18,0) If there are several appropriate CTM Settings records of the CG Cloud record type, the number in this field defines the order of the section on the Detailing tab. Org ID/Profile ID clm__OrgProfileId__c Text(255) The profile’s ID. Left blank or specify an Organization ID to apply for all non-configured profiles. Read-Only Attributes clm__ReadOnlyAttributes__c Text(255) List of true and false values (separated by a comma, without blank space) for every field specified in the clm__Fields__c field. If true, the field is read-only. Reference Field clm__ReferenceField__c Text(255) The reference field from clm__RelatedObject__c to clm__Object__c. Related Object clm__RelatedObject__c Text(255) The API Name of the related object, for example, RetailVisitKpi. Related Object Record Type clm__RelatedObjectRecordType__c Text(255) The record type API name for clm__RelatedObject__c. Required Attributes clm__RequiredAttributes__c Text(255) List of true and false values (separated by a comma, without blank space) for every field specified in the clm__Fields__c field. If true, the field should be filled out. Sorting Criteira clm__SortingCriteria__c Text(255) The API name of the field, which is used to sort records of clm__RelatedObject__c. By default, records are sorted by ProductId field in ascending order. Task Type TaskType__c Text(255) The type of the visit task. The following tasks are available: Inventory Check Promotion Check Other Tasks of different types can be presented on one tab. The field should be manually created.","title":"CTM Settings: CG Cloud Record Type","component":"ctmobile-ios","version":"3.0","name":"ctm-settings-cg-cloud-record-type","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/cg-cloud/setting-up-retail-execution/ctm-settings-cg-cloud-record-type.html","titles":[]},"1927":{"id":1927,"text":"Follow the path to set up retail execution in your Salesforce org and get sales reps to perform visits and tasks offline with the help of the CT Mobile app. Create Locations—addresses where your stores operate. Add Retail Stores that operate according to Operating Hours and have one or more In-Store Locations to place products: Create a Retail Store Create an In-Store Location Add and associate Salesforce Products to retail stores. Set up Product Categories and Assortments if needed: Create a Product Create a Product Category Create an Assortment Associate a Product with a Store Set up Assessment Indicator Definitions to measure store performance and define Retail Store KPIs that must be captured for a store group: Create an Assessment Indicator Definition Create a Retail Store KPI Define Assessment Task Definitions, which are certain activities related to the different aspects of retail execution. Create Action Plan Templates and fill them out with tasks to define a set of activities that should be performed during the visit to the retail store. Templates are reusable and editable: Setting up Task Definitions and Action Plan Templates Create an Action Plan Template Associate an Assessment Task Definition to an Action Plan Template Create Visits and associate the desired action plan template to each of them: Create Visits Associate an Action Plan Template to a Visit We recommend changing the Visit page layout to add the Action Plans list. Also, you can add other CG Cloud components to desired pages. Activate CG Cloud in the CT Mobile app to get your mobile users the ability to create visits to the appropriate stores, associate action plan templates to visits, and perform mandatory or not visit tasks: Activating CG Cloud in the CT Mobile app Managing Visits to Retail Stores","title":"Setting Up Retail Execution","component":"ctmobile-ios","version":"3.0","name":"index","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/cg-cloud/setting-up-retail-execution/index.html","titles":[]},"1928":{"id":1928,"text":"Table of Contents Object Model Create Assessment Task Definitions Create Action Plan Templates Managers need to identify the broad task types that reps perform at retail stores and set up metrics to measure store performance. When a field rep visits a store, they perform certain activities related to the different aspects of visit execution. The metrics are defined as records of Assessment Indicator Definitions, and targets are in place with Retail Store KPIs. Have a look at the action plan data model. The Assessment Task Definition object defines the task type. Assessment Task Definition Type Description Possible Assessment Indicator Definitions In-Store Survey This type is responsible for conducting surveys and capturing real-time feedback from store managers and buyers during a visit. Not applicable. Inventory Check This type is responsible for audits, such as capturing metrics around the count of products at specific in-store locations or availability of a particular product category and particular brand in an aisle, and more. Inventory count of a product category (Number) Display the price of a product (Decimal) Other/Task These types are responsible for flexibility to perform various tasks, for example, performing asset checks for refrigerator displays and shelves. Condition of assets placed in stores compliant (Boolean) Planogram Check It is used in conjunction with CT Vision. With the help of the Einstein Platform, this type is responsible for optimizing product display on shelves and capturing key metrics such as product facings on a shelf, counting of products at the eye level, and sharing of shelf for popular products. Facings (Number) Share of a shelf (Decimal) Competitor facings (Number) Voids (Number) Out-of-stock (Boolean) Place Order It is used in conjunction with CT Orders. This type is responsible for ordering products depending on multiple factors. Field reps capture orders for products when they visit retail stores so that the right products are always available on the right shelves. Not applicable. Promotion Check This type is responsible for assessing the impact of your promotions at retail stores on overall sales figures and customer satisfaction scores. Promo can run for a product, product category, or without the context of a product at a store, store group, or even at the account level. Product display units (Number) Locational compliance (Boolean) Overall promotion Compliance (Boolean) Customer reaction to new promotional offers (Text) Follow Salesforce guides to set up appropriate records: Create an Assessment Indicator Definition Create a Retail Store KPI Create an Assessment Task Definition An action plan template provides a framework to reuse tasks across stores and visits. Each item in the action plan template refers to a task definition. Each action plan template can have a different set of required or not tasks. An action plan template is a primary list of items. For Consumer Goods Cloud, an action plan template can have more than one item with the same assessment task definition. Follow Salesforce guides to set up appropriate records: Create an Action Plan Template Associate an Assessment Task Definition to an Action Plan Template Add Tasks and Flows to Action Plan Template","title":"Setting up Task Definitions and Action Plan Templates","component":"ctmobile-ios","version":"3.0","name":"setting-up-task-definitions-and-action-plan-templates","url":"/ctmobile-ios/3.0/mobile-application/mobile-application-modules/cg-cloud/setting-up-retail-execution/setting-up-task-definitions-and-action-plan-templates.html","titles":[{"text":"Object Model","hash":"h2_547005288","id":1},{"text":"Create Assessment Task Definitions","hash":"h2_1302650526","id":2},{"text":"Create Action Plan Templates","hash":"h2_1624807995","id":3}]}},"components":{},"componentVersions":{"ROOT/":{"displayVersion":"default","title":"CT Software Documentation Portal","version":"","name":"ROOT","asciidoc":{"attributes":{"env":"site","env-site":"","site-gen":"antora","site-gen-antora":"","attribute-missing":"warn","data-uri":null,"icons":"font","sectanchors":"","source-highlighter":"highlight.js","site-title":"CT Software Help Portal","site-url":"https://ct-software.github.io/"},"sourcemap":false,"extensions":[{}]},"url":"/index.html"},"ctvision/":{"displayVersion":"default","title":"CT Vision","version":"","name":"ctvision","asciidoc":{"attributes":{"env":"site","env-site":"","site-gen":"antora","site-gen-antora":"","attribute-missing":"warn","data-uri":null,"icons":"font","sectanchors":"","source-highlighter":"highlight.js","site-title":"CT Software Help Portal","site-url":"https://ct-software.github.io/"},"sourcemap":false,"extensions":[{}]},"url":"/ctvision/index.html","navigation":[{"items":[{"content":"About CT Vision IR","url":"/ctvision/index.html","urlType":"internal"},{"content":"CT Vision Release Notes","url":"/ctvision/release-notes/index.html","urlType":"internal","items":[{"content":"CT Vision for CT Mobile iOS Release Notes","url":"/ctvision/release-notes/ct-vision-for-ct-mobile-ios-release-notes.html","urlType":"internal"},{"content":"CT Vision Package Release Notes","url":"/ctvision/release-notes/ct-vision-package-release-notes.html","urlType":"internal"}]},{"content":"CT Vision IR for CT Mobile 2.8 and lower","url":"/ctvision/2.8/index.html","urlType":"internal","items":[{"content":"CT Vision IR Administrator Guide","url":"/ctvision/2.8/admin-guide/index.html","urlType":"internal","items":[{"content":"Getting Started","url":"/ctvision/2.8/admin-guide/getting-started/index.html","urlType":"internal","items":[{"content":"1. Installing the CT Vision Package","url":"/ctvision/2.8/admin-guide/getting-started/installing-the-ct-vision-package.html","urlType":"internal"},{"content":"2. Preparing the Salesforce instance","url":"/ctvision/2.8/admin-guide/getting-started/preparing-the-salesforce-instance.html","urlType":"internal"},{"content":"3. Creating Vision Settings Records","url":"/ctvision/2.8/admin-guide/getting-started/creating-vision-settings-records/index.html","urlType":"internal","items":[{"content":"3.1 Configuring CT Vision IR to Work with a Custom Activity Object","url":"/ctvision/2.8/admin-guide/getting-started/creating-vision-settings-records/configuring-ct-vision-to-work-with-a-custom-activity-object.html","urlType":"internal"}]},{"content":"4. Specifying Product Objects and Fields","url":"/ctvision/2.8/admin-guide/getting-started/specifying-product-objects-and-fields.html","urlType":"internal"},{"content":"5. Setting up Integration with the Image Recognition Providers","url":"/ctvision/2.8/admin-guide/getting-started/setting-up-integration-with-the-image-recognition-providers/index.html","urlType":"internal","items":[{"content":"5.1 Setting up the Einstein Provider","url":"/ctvision/2.8/admin-guide/getting-started/setting-up-integration-with-the-image-recognition-providers/setting-up-the-einstein-provider.html","urlType":"internal"},{"content":"5.2 Setting up a Third Party Provider","url":"/ctvision/2.8/admin-guide/getting-started/setting-up-integration-with-the-image-recognition-providers/setting-up-a-third-party-provider.html","urlType":"internal"}]},{"content":"6. Configuring CT Mobile to Work with CT Vision IR","url":"/ctvision/2.8/admin-guide/getting-started/configuring-ct-mobile-for-work-with-ct-vision.html","urlType":"internal"},{"content":"7. Adding Information for Products to be Recognized","url":"/ctvision/2.8/admin-guide/getting-started/adding-information-for-products-to-be-recognized.html","urlType":"internal"},{"content":"8. Specifying Photo Tags","url":"/ctvision/2.8/admin-guide/getting-started/adding-photo-tags.html","urlType":"internal"}]},{"content":"Working with CT Vision IR in Salesforce","url":"/ctvision/2.8/admin-guide/working-in-salesforce/index.html","urlType":"internal","items":[{"content":"Corrections in Shelf Product List","url":"/ctvision/2.8/admin-guide/working-in-salesforce/corrections-in-shelf-product-list.html","urlType":"internal"}]},{"content":"Working with CT Vision IR in the CT Mobile app","url":"/ctvision/2.8/admin-guide/working-with-ct-vision-in-the-ct-mobile-app.html","urlType":"internal"}]},{"content":"CT Vision IR Reference Guide","url":"/ctvision/2.8/ref-guide/index.html","urlType":"internal","items":[{"content":"Vision Settings Field Reference","url":"/ctvision/2.8/ref-guide/vision-settings-ref/index.html","urlType":"internal","items":[{"content":"Vision Account Object Field Reference","url":"/ctvision/2.8/ref-guide/vision-settings-ref/vision-account-object-field-reference.html","urlType":"internal"},{"content":"Vision Hint Field Reference","url":"/ctvision/2.8/ref-guide/vision-settings-ref/vision-hint-field-reference.html","urlType":"internal"},{"content":"Vision Info Field Reference","url":"/ctvision/2.8/ref-guide/vision-settings-ref/vision-info-field-reference.html","urlType":"internal"},{"content":"Vision KPI Field Reference","url":"/ctvision/2.8/ref-guide/vision-settings-ref/vision-kpi-field-reference.html","urlType":"internal"},{"content":"Vision Product List Field Reference","url":"/ctvision/2.8/ref-guide/vision-settings-ref/vision-product-list-field-reference.html","urlType":"internal"},{"content":"Vision Shelf Field Reference","url":"/ctvision/2.8/ref-guide/vision-settings-ref/vision-shelf-field-reference.html","urlType":"internal"},{"content":"Vision Visit Field Reference","url":"/ctvision/2.8/ref-guide/vision-settings-ref/vision-visit-field-reference.html","urlType":"internal"}]},{"content":"Product Image Field Reference","url":"/ctvision/2.8/ref-guide/product-image-field-reference.html","urlType":"internal"},{"content":"Tag Field Reference","url":"/ctvision/2.8/ref-guide/tag-field-reference.html","urlType":"internal"},{"content":"Vision Setup Field Reference","url":"/ctvision/2.8/ref-guide/vision-setup-field-reference.html","urlType":"internal"}]}]},{"content":"CT Vision IR for CT Mobile 2.9","url":"/ctvision/2.9/index.html","urlType":"internal","items":[{"content":"CT Vision IR Administrator Guide","url":"/ctvision/2.9/admin-guide/index.html","urlType":"internal","items":[{"content":"Getting Started","url":"/ctvision/2.9/admin-guide/getting-started/index.html","urlType":"internal","items":[{"content":"1. Installing the CT Vision Package","url":"/ctvision/2.9/admin-guide/getting-started/1-installing-the-ct-vision-package-2-9.html","urlType":"internal"},{"content":"2. Creating Vision Settings Records","url":"/ctvision/2.9/admin-guide/getting-started/2-creating-vision-settings-records-2-9.html","urlType":"internal"},{"content":"3. Specifying Product Objects and Fields","url":"/ctvision/2.9/admin-guide/getting-started/3-specifying-product-objects-and-fields-2-9.html","urlType":"internal"},{"content":"4. 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MAX","url":"/ctorders/admin-guide/managing-ct-orders/price-management/ref-guide/pricing-procedure-v-1/example-max.html","urlType":"internal"},{"content":"Example: MULT","url":"/ctorders/admin-guide/managing-ct-orders/price-management/ref-guide/pricing-procedure-v-1/example-mult.html","urlType":"internal"},{"content":"Example: SUM","url":"/ctorders/admin-guide/managing-ct-orders/price-management/ref-guide/pricing-procedure-v-1/example-sum.html","urlType":"internal"},{"content":"Example: Mixed","url":"/ctorders/admin-guide/managing-ct-orders/price-management/ref-guide/pricing-procedure-v-1/example-mixed.html","urlType":"internal"},{"content":"Example: round, roundTo","url":"/ctorders/admin-guide/managing-ct-orders/price-management/ref-guide/pricing-procedure-v-1/example-round-roundto.html","urlType":"internal"},{"content":"Example: 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Step","url":"/ctorders/admin-guide/managing-ct-orders/price-management/ref-guide/pricing-procedure-v-2/pricing-procedure-v-2-steps/the-roll-up-step.html","urlType":"internal"},{"content":"The Drill Down Step","url":"/ctorders/admin-guide/managing-ct-orders/price-management/ref-guide/pricing-procedure-v-2/pricing-procedure-v-2-steps/the-drill-down-step.html","urlType":"internal"},{"content":"The SDK Step","url":"/ctorders/admin-guide/managing-ct-orders/price-management/ref-guide/pricing-procedure-v-2/pricing-procedure-v-2-steps/the-sdk-step.html","urlType":"internal"},{"content":"Step Conditions","url":"/ctorders/admin-guide/managing-ct-orders/price-management/ref-guide/pricing-procedure-v-2/pricing-procedure-v-2-steps/step-conditions.html","urlType":"internal"}]},{"content":"Pricing Procedure: Available Field 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Logs","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/discount-logs.html","urlType":"internal"},{"content":"Links","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/links.html","urlType":"internal"},{"content":"Promotions","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/promotions.html","urlType":"internal"},{"content":"HowTos","items":[{"content":"How to Create a Calculation Type","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/howtos/how-to-create-a-calculation-type/index.html","urlType":"internal","items":[{"content":"How to Add a Condition for a Calculation Type","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/howtos/how-to-create-a-calculation-type/how-to-add-a-condition-for-a-calculation-type.html","urlType":"internal"},{"content":"How to Add a Condition 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Model","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/discount-data-model/index.html","urlType":"internal","items":[{"content":"Calculated Discount Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/discount-data-model/calculated-discount-field-reference.html","urlType":"internal"},{"content":"Calculation Type Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/discount-data-model/calculation-types-field-reference/index.html","urlType":"internal","items":[{"content":"Calculation Type: ApplyConditionType__c Field Specification","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/discount-data-model/calculation-types-field-reference/calculation-type-applyconditiontype-c-field-specification.html","urlType":"internal"},{"content":"Calculation Type: LevelFormula__c Field 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Specification","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/discount-data-model/condition-field-reference/condition-exceptioncondition-c-field-specification.html","urlType":"internal"}]},{"content":"Condition Dependency Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/discount-data-model/condition-dependency-field-reference.html","urlType":"internal"},{"content":"Condition Group Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/discount-data-model/condition-group-field-reference.html","urlType":"internal"},{"content":"Condition Level Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/discount-data-model/condition-level-field-reference.html","urlType":"internal"}]},{"content":"Promotion Data Model","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/promotion-data-model/index.html","urlType":"internal","items":[{"content":"Promotion Field References","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/promotion-data-model/promotion-field-reference.html","urlType":"internal"},{"content":"Promotion Assignment Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/promotion-data-model/promotion-assignment-field-reference.html","urlType":"internal"},{"content":"Promotion Line Item Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/discount-management/promotion-data-model/promotion-line-item-field-reference.html","urlType":"internal"}]}]},{"content":"Freebies Management","url":"/ctorders/admin-guide/managing-ct-orders/freebies-management/index.html","urlType":"internal","items":[{"content":"Freebie Management Tab","url":"/ctorders/admin-guide/managing-ct-orders/freebies-management/freebie-management-tab.html","urlType":"internal"},{"content":"Freebie Data Model","url":"/ctorders/admin-guide/managing-ct-orders/freebies-management/freebie-data-model/index.html","urlType":"internal","items":[{"content":"Freebie Condition Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/freebies-management/freebie-data-model/freebie-condition-field-reference/index.html","urlType":"internal","items":[{"content":"Freebie Condition: LevelFormula__c Field Specification","url":"/ctorders/admin-guide/managing-ct-orders/freebies-management/freebie-data-model/freebie-condition-field-reference/freebie-condition-levelformula-c-field-specification.html","urlType":"internal"}]},{"content":"Freebie Level Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/freebies-management/freebie-data-model/freebie-level-field-reference.html","urlType":"internal"},{"content":"Freebie Level Line Item Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/freebies-management/freebie-data-model/freebie-level-item-field-reference.html","urlType":"internal"},{"content":"Freebie Line Item Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/freebies-management/freebie-data-model/freebie-line-item-field-reference.html","urlType":"internal"},{"content":"Freebie Type Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/freebies-management/freebie-data-model/freebie-type-field-reference.html","urlType":"internal"},{"content":"Organization Freebie Type Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/freebies-management/freebie-data-model/organization-freebie-type-field-reference.html","urlType":"internal"}]}]},{"content":"Order Management","url":"/ctorders/admin-guide/managing-ct-orders/order-management/index.html","urlType":"internal","items":[{"content":"Online Order","url":"/ctorders/admin-guide/managing-ct-orders/order-management/online-order.html","urlType":"internal"},{"content":"Offline Order","url":"/ctorders/admin-guide/managing-ct-orders/order-management/offline-order.html","urlType":"internal"},{"content":"Multiplicator","url":"/ctorders/admin-guide/managing-ct-orders/order-management/multiplicator.html","urlType":"internal"},{"content":"Price Tag","url":"/ctorders/admin-guide/managing-ct-orders/order-management/price-tag.html","urlType":"internal"},{"content":"Smart Order Assistant","url":"/ctorders/admin-guide/managing-ct-orders/order-management/smart-order-assistant.html","urlType":"internal"},{"content":"Reference Guide","items":[{"content":"User Permissions for Offline Orders","url":"/ctorders/admin-guide/managing-ct-orders/order-management/ref-guide/user-permissions-for-offline-orders.html","urlType":"internal"},{"content":"CT Order Data Model","url":"/ctorders/admin-guide/managing-ct-orders/order-management/ref-guide/ct-order-data-model/index.html","urlType":"internal","items":[{"content":"CT Order Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/order-management/ref-guide/ct-order-data-model/ct-order-field-reference.html","urlType":"internal"},{"content":"Order Line Item Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/order-management/ref-guide/ct-order-data-model/order-line-item-field-reference.html","urlType":"internal"}]}]}]},{"content":"Product Validation in Order","url":"/ctorders/admin-guide/managing-ct-orders/product-validation-in-order/index.html","urlType":"internal","items":[{"content":"Limit Rules","url":"/ctorders/admin-guide/managing-ct-orders/product-validation-in-order/limit-rules/index.html","urlType":"internal","items":[{"content":"Limit Rule Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/product-validation-in-order/limit-rules/limit-rule-field-reference/index.html","urlType":"internal","items":[{"content":"Limit Rule: ApplyCondition__c Field Specification","url":"/ctorders/admin-guide/managing-ct-orders/product-validation-in-order/limit-rules/limit-rule-field-reference/limit-rule-applycondition-c-field-specification.html","urlType":"internal"},{"content":"Limit Rule: ExceptionCondition__с Field Specification","url":"/ctorders/admin-guide/managing-ct-orders/product-validation-in-order/limit-rules/limit-rule-field-reference/limit-rule-exceptioncondition-c-field-specification.html","urlType":"internal"}]}]},{"content":"Product Availability","url":"/ctorders/admin-guide/managing-ct-orders/product-validation-in-order/product-availability/index.html","urlType":"internal","items":[{"content":"Product Availability Field 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Summary","url":"/ctorders/admin-guide/managing-ct-orders/delivery-management/how-to-set-up-delivery-summary.html","urlType":"internal"},{"content":"Delivery Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/delivery-management/delivery-field-reference.html","urlType":"internal"},{"content":"Delivery Line Item Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/delivery-management/delivery-line-item-field-reference.html","urlType":"internal"}]},{"content":"Order Change Manager","url":"/ctorders/admin-guide/managing-ct-orders/order-change-manager/index.html","urlType":"internal","items":[{"content":"Order Change Manager Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/order-change-manager/order-change-manager-field-reference.html","urlType":"internal"},{"content":"Order Change Manager: JSON Examples and Keys","url":"/ctorders/admin-guide/managing-ct-orders/order-change-manager/order-change-manager-json-examples-and-keys.html","urlType":"internal"}]},{"content":"Web Service","url":"/ctorders/admin-guide/managing-ct-orders/web-service/index.html","urlType":"internal","items":[{"content":"Data to Send to Web Service","url":"/ctorders/admin-guide/managing-ct-orders/web-service/ref-guide/data-to-send-to-web-service.html","urlType":"internal"},{"content":"Sync Transaction Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/web-service/ref-guide/sync-transaction-field-reference.html","urlType":"internal"},{"content":"Auth Data Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/web-service/ref-guide/auth-data-field-reference.html","urlType":"internal"},{"content":"Auth Secret Field Reference","url":"/ctorders/admin-guide/managing-ct-orders/web-service/ref-guide/auth-secret-field-reference.html","urlType":"internal"}]},{"content":"SDK","url":"/ctorders/admin-guide/managing-ct-orders/sdk/index.html","urlType":"internal","items":[{"content":"Custom Price Tag","url":"/ctorders/admin-guide/managing-ct-orders/sdk/custom-price-tag.html","urlType":"internal"},{"content":"Info Icon","url":"/ctorders/admin-guide/managing-ct-orders/sdk/info-icon.html","urlType":"internal"},{"content":"Updating Values in the Order and Delivery Fields","url":"/ctorders/admin-guide/managing-ct-orders/sdk/updating-values-in-the-order-and-delivery-fields.html","urlType":"internal"}]},{"content":"CG Cloud Support","url":"/ctorders/admin-guide/managing-ct-orders/cg-cloud-support/index.html","urlType":"internal","items":[{"content":"CG Cloud: Creating a Sales Organization","url":"/ctorders/admin-guide/managing-ct-orders/cg-cloud-support/cg-cloud-creating-a-sales-organization.html","urlType":"internal"},{"content":"CG Cloud: Configuring Object Setting","url":"/ctorders/admin-guide/managing-ct-orders/cg-cloud-support/cg-cloud-configuring-object-setting.html","urlType":"internal"},{"content":"CG Cloud: Configuring Addresses","url":"/ctorders/admin-guide/managing-ct-orders/cg-cloud-support/cg-cloud-configuring-addresses.html","urlType":"internal"},{"content":"CG Cloud: Setting up a Dynamic Group Assignment","url":"/ctorders/admin-guide/managing-ct-orders/cg-cloud-support/cg-cloud-setting-up-dynamic-group-assignment.html","urlType":"internal"}]}]},{"content":"Workshops","url":"/ctorders/admin-guide/workshops/index.html","urlType":"internal","items":[{"content":"Workshop 1.0: Creating Basic Order","url":"/ctorders/admin-guide/workshops/workshop-1-0-creating-basic-order/index.html","urlType":"internal","items":[{"content":"Workshop 1.0 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Custom Address Object and Delivery (1.0)","url":"/ctorders/admin-guide/workshops/workshop-1-0-creating-basic-order/configuring-an-address-settings-1-0/creating-a-relationship-between-custom-address-object-and-delivery-1-0.html","urlType":"internal"},{"content":"Setting up a Custom Address Object (1.0)","url":"/ctorders/admin-guide/workshops/workshop-1-0-creating-basic-order/configuring-an-address-settings-1-0/setting-up-a-custom-address-object-1-0.html","urlType":"internal"}]},{"content":"Defining an Order Type (1.0)","url":"/ctorders/admin-guide/workshops/workshop-1-0-creating-basic-order/defining-an-order-type-1-0.html","urlType":"internal"},{"content":"Adding Delivery Restrictions to an Order (1.0)","url":"/ctorders/admin-guide/workshops/workshop-1-0-creating-basic-order/adding-delivery-restrictions-to-an-order-1-0.html","urlType":"internal"},{"content":"Configuring Totals Panel Setting 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Objectives","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-5-setting-up-a-total-discount-per-order/workshop-2-5-objectives.html","urlType":"internal"},{"content":"Creating a Calculation Type (2.5)","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-5-setting-up-a-total-discount-per-order/creating-a-calculation-type-2-5.html","urlType":"internal"},{"content":"Adding a Condition (2.5)","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-5-setting-up-a-total-discount-per-order/adding-a-condition-2-5.html","urlType":"internal"},{"content":"Adding Condition Levels (2.5)","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-5-setting-up-a-total-discount-per-order/adding-condition-levels-2-5.html","urlType":"internal"},{"content":"Setting up a Pricing Procedure (2.5)","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-5-setting-up-a-total-discount-per-order/setting-up-a-pricing-procedure-2-5.html","urlType":"internal"},{"content":"Workshop 2.5 Checkpoint","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-5-setting-up-a-total-discount-per-order/workshop-2-5-checkpoint.html","urlType":"internal"}]},{"content":"Workshop 2.6: Setting Up a Total Fee (%) per Delivery","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-6-setting-up-a-total-fee-per-delivery/index.html","urlType":"internal","items":[{"content":"Workshop 2.6 Objectives","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-6-setting-up-a-total-fee-per-delivery/workshop-2-6-objectives.html","urlType":"internal"},{"content":"Creating a Calculation Type (2.6)","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-6-setting-up-a-total-fee-per-delivery/creating-a-calculation-type-2-6.html","urlType":"internal"},{"content":"Adding a Condition (2.6)","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-6-setting-up-a-total-fee-per-delivery/adding-a-condition-2-6.html","urlType":"internal"},{"content":"Adding Condition Levels (2.6)","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-6-setting-up-a-total-fee-per-delivery/adding-conditon-levels-2-6.html","urlType":"internal"},{"content":"Setting up a Pricing Procedure (2.6)","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-6-setting-up-a-total-fee-per-delivery/setting-up-a-pricing-procedure-2-6.html","urlType":"internal"},{"content":"Workshop 2.6 Checkpoint","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-6-setting-up-a-total-fee-per-delivery/workshop-2-6-checkpoint.html","urlType":"internal"}]},{"content":"Workshop 2.7: Setting Up a Total Fee (%) per Order","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-7-setting-up-a-total-fee-per-order/index.html","urlType":"internal","items":[{"content":"Workshop 2.7 Objectives","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-7-setting-up-a-total-fee-per-order/workshop-2-7-objectives.html","urlType":"internal"},{"content":"Creating a Calculation Type (2.7)","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-7-setting-up-a-total-fee-per-order/creating-a-calculation-type-2-7.html","urlType":"internal"},{"content":"Adding a Condition (2.7)","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-7-setting-up-a-total-fee-per-order/adding-a-condition-2-7.html","urlType":"internal"},{"content":"Adding Condition Levels (2.7)","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-7-setting-up-a-total-fee-per-order/adding-condition-levels-2-7.html","urlType":"internal"},{"content":"Setting up a Pricing Procedure (2.7)","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-7-setting-up-a-total-fee-per-order/setting-up-a-pricing-procedure-2-7.html","urlType":"internal"},{"content":"Workshop 2.7 Checkpoint","url":"/ctorders/admin-guide/workshops/workshop-2-0-setting-up-discounts/workshop-2-7-setting-up-a-total-fee-per-order/workshop-2-7-checkpoint.html","urlType":"internal"}]}]},{"content":"Workshop 3.0: Working with 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Configuring Selective Freebie Type","url":"/ctorders/admin-guide/workshops/workshop-3-0-working-with-freebies/workshop-3-2-configuring-selective-freebie-type/index.html","urlType":"internal","items":[{"content":"Creating a Selective Freebie Type (3.2)","url":"/ctorders/admin-guide/workshops/workshop-3-0-working-with-freebies/workshop-3-2-configuring-selective-freebie-type/creating-a-selective-freebie-type-3-2.html","urlType":"internal"},{"content":"Adding a Freebie Condition with the List Based Method (3.2)","url":"/ctorders/admin-guide/workshops/workshop-3-0-working-with-freebies/workshop-3-2-configuring-selective-freebie-type/adding-a-freebie-condition-with-the-list-based-method-3-2.html","urlType":"internal"},{"content":"Adding a Freebie Level for Promotion (3.2)","url":"/ctorders/admin-guide/workshops/workshop-3-0-working-with-freebies/workshop-3-2-configuring-selective-freebie-type/adding-a-freebie-level-for-promotion-3-2.html","urlType":"internal"},{"content":"Creating Freebie 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