cgcloud__Visit_Template__c

Template that describes the basic call behavior. This object is available in API version 54.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field	Details
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description Most recent date on which a user referenced this record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description Most recent date on which a user viewed this record.
Name	Type string Properties Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update Description Unique identification of the record.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description ID of the record owner. This is a polymorphic relationship field. Relationship Name Owner Relationship Type Lookup Refers To Group, User
cgcloud__Active__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Active flag. The default value is `true`.
cgcloud__Add_Job_Policy__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether tasks and survey questions can be manually added to visits. The default value is `false`.
cgcloud__Auto_Status__c	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Visit status set when call will be planned automatically. Possible values are: `Abandoned` `Completed` `Planned` The default value is `Planned`.
cgcloud__Cancel_Reason_Required__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Required reason for the cancellation. The default value is `false`.
cgcloud__Capture_Proceeding_Time__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Capture proceeding time. The default value is `false`.
cgcloud__Check_Overlap__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether to check for overlaps while creating calls. If this option is selected, the system checks if a current visit overlaps with any other visits. Only visits in Planned state are considered. The default value is `false`.
cgcloud__Company_Required__c	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Required company details. Possible values are: `Mandatory` `Not required` The default value is `Not required`.
cgcloud__Consider_POS_Check__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description If its value is true, then the Call considers POS in its questions. The default value is `true`.
cgcloud__Creation_Platform__c	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Creation platform. Possible values are: `Both` `Laptop` `Mobility` The default value is `Both`.
cgcloud__Default_Duration__c	Type double Properties Create, Defaulted on create, Filter, Sort, Update Description Visit default duration in minutes.
cgcloud__Delete_Allowed__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether a visit can be deleted using a mobile device. The default value is `false`.
cgcloud__Description_Language_1__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Stores the description of language 1.
cgcloud__Description_Language_2__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Stores the description of language 2.
cgcloud__Description_Language_3__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Stores the description of language 3.
cgcloud__Description_Language_4__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Stores the description of language 4.
cgcloud__Description__c	Type string Properties Filter, Nillable, Sort Description Reference to the description based on the user-specified language. This is a calculated field. Formula `1CASE($User.cgcloud__Language_Postfix__c, 2 "Language1", cgcloud__Description_Language_1__c, 3 "Language2", BLANKVALUE(cgcloud__Description_Language_2__c,cgcloud__Description_Language_1__c), 4 "Language3", BLANKVALUE(cgcloud__Description_Language_3__c,cgcloud__Description_Language_1__c), 5 "Language4", BLANKVALUE(cgcloud__Description_Language_4__c,cgcloud__Description_Language_1__c), 6 cgcloud__Description_Language_1__c)`
cgcloud__Display_Promotions__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether valid promotions for the customer selected for a visit creation are shown in the Promotions tab of the Visit Detail page. The default value is `false`.
cgcloud__Historical_Products__c	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Determines whether and how historical products are considered when determining the list of products to be surveyed in a visit. Possible values are: `All` `No` `SameMeta`—Same Template The default value is `No`.
cgcloud__KPI_Relevant__c	Type multipicklist Properties Create, Filter, Nillable, Restricted picklist, Update Description Defines whether a call is relevant for KPI calculation for the selected KPIs. Possible values are: `All`—All KPIs
cgcloud_Location_Capture_at_Start__C	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates if a user’s GPS location is captured at the start of a visit. This field applies only to Direct Store Delivery and Van Sales processes. The default value is `false`.
cgcloud__Loc_Capture_During_Cancel__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Location capture during the cancellation process. The default value is `false`.
cgcloud__Loc_Capture_During_Complete__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Location capture during the completion process. The default value is `false`.
cgcloud__Max_Pictures__c	Type double Properties Create, Filter, Nillable, Sort, Update Description Maximum number of pictures.
cgcloud__Meta_Type__c	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Defines another level of abstraction - categorizes templates into template templates. For example, is it a template for a Call, a Delivery Visit, a Van Sales, a Merchandising, a Service, or a Phone. Possible values are: `Call` `DeliveryVisit`—Delivery Visit `Merchandising` `Phone` `Service` `VanSales`—Van Sales The default value is `Call`.
cgcloud__Mobility_Color__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Field that defines the color of call on a mobility device. Possible values are: `003344`—ink blue `008899`—sea green 2 `20B2AA`—light sea green `467596`—grey blue `551155`—red violet `6495ED`—corn flower blue `6688BB`—periwinkle blue `77AA99`—sage green `87CEEB`—sky blue `87CEFA`—light sky blue `8FBC8F`—dark seagreen `AA1133`—cranberry red `ADD8E6`—light blue `B0C4DE`—light steel blue `BBBB00`—lime green 2 `BC8F8F`—rosy brown `D1DDEC`—sky blue 2 `DAA520`—golden rod `DD4411`—dark orange `DDECD1`—turquoise 2 `E9967A`—dark salmon `EE9B38`—yellow orange `EED2E0`—plum `F08080`—light coral `F4A460`—sandy brown `F7EBD9`—khaki 2 `FA8072`—salmon `FF7F50`—coral `FFA07A`—light salmon `FFD700`—gold
cgcloud__Mobility_Relevant__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether a visit created can be executed using mobile devices. The default value is `false`.
cgcloud__Mobility_User_Guidance__c	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Process navigation (user guidance) that is used on mobility devices. Possible values are: `Delivery` `Merchandizing` `NonCustomer` `Sales` The default value is `Sales`.
cgcloud__Promotion_Finding_Lead_Time__c	Type double Properties Create, Filter, Nillable, Sort, Update Description Number of days that specifies future time range for finding of planned promotions.
cgcloud__Sales_Org__c	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Defines the Sales Organization in which the template can be used. Possible values are: `0000` `0001` `0002` `0003`
cgcloud__Sort__c	Type double Properties Create, Filter, Nillable, Sort, Update Description On Selection of visit template (For example, when creating a new visit): Defines the order of the templates.
cgcloud__Sync_Options__c	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Defines when a visit based on this template will be synced automatically: Possible values are: `CancelCall` `CompleteCall` `CompleteCancelCall` `No` The default value is `No`.
cgcloud__Tag_Media_Date_Time__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether date and time of media captured during visit execution on mobile devices is stored. The default value is `false`.
cgcloud__Tag_Media_Geo_Location__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether GPS coordinates of media captured during visit execution on mobile devices is stored. The default value is `false`.
cgcloud__Update_Planned_Times__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates if the Start or End datetimes and duration of the visit should be set The default value is `false`.
cgcloud__User_Roles__c	Type multipicklist Properties Create, Filter, Nillable, Update Description User roles that are assigned to the Order Template. Note: Ensure that the master picklist values exactly match the technical name of the permission sets. Select the user value in translation. For example, if CGCloud_Master_Data_Admin is the master picklist value, then Master Data Admin is the translated value. Possible values are: `CGCloud_KAM`—KAM `CGCloud_Master_Data_Admin`—Master Data Admin `CGCloud_Retail_Admin`—Retail Admin `CGCloud_Sales_User`—Sales User `CGCloud_Security_Admin`—Security Admin `CGCloud_Supervisor`—Supervisor `CGCloud_Tour_User`

Associated Objects

This object contains these associated objects. If the API version isn’t specified, they are available in the same API versions as this object. Otherwise, they are available in the specified API version and later.

cgcloud__Visit_Template__cChangeEvent: Change events are available for the object.
cgcloud__Visit_Template__cFeed: Feed tracking is available for the object.
cgcloud__Visit_Template__cHistory: History is available for the tracked fields of the object.
cgcloud__Visit_Template__cOwnerSharingRule: Sharing rules are available for the object.
cgcloud__Visit_Template__cShare: Sharing is available for the object.

Consumer Goods Cloud Developer Guide

cgcloud__Visit_Template__c

Supported Calls

Fields

Associated Objects