AiVisitTaskRcmd

Represents the visit task recommendations. These recommendations can be accepted or rejected by a sales manager. This object is available in API version 51.0 and later.

Supported Calls

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

Fields

AiVisitTaskRcmdRequestId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Description: ID of the visit task recommendation request associated with this record.

IsLatest

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort
  • Description: Indicates if the recommendation is the latest recommendation.

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp for when the current user last referenced a record related to this record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp for when the current user last viewed this record.

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: Name of the visit task recommendation.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: ID of the user associated with this record.

RecommendationDecision

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort
  • Description: Status of the recommendation request.
  • Possible values:
    • ACCEPTED—Scheduled
    • ACCEPTED_FAILED—Failed to Schedule
    • ACCEPTED_PENDING—Scheduling In Progress
    • RECOMMENDED—Recommended
    • REJECTED—Ignored

RecommendationDecisionComment

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: Details about why a recommendation was accepted or rejected.

RecommendationReason

  • Type: textarea
  • Properties: Create, Nillable
  • Description: Details about why this task or KPI is recommended.

RuleScore

  • Type: double
  • Properties: Create, Filter, Nillable, Sort
  • Description: The score provided by the recommendation strategy.

TargetRecordId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Description: The target record for which this recommendation is requested.

TargetRecordObjectName

  • Type: string
  • Properties: Filter, Group, Nillable, Sort
  • Description: The type of targets for which activities are recommended.

TemplateRecordId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Description: The link to the record used as a template.

TemplateRecordObjectName

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort
  • Description: The object name of the template record.

Associated Objects

This object has the following associated objects. Unless noted, they’re available in the same API version as this object.