cgcloud__Account_Task_Template__c

LastReferencedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The most recent date on which a user referenced this record.

LastViewedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The 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: The customer task template is active and can be used for customer task creation.
• Default value: true

cgcloud__Description_Language_1__c

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Specifies the description of language 1.

cgcloud__Description_Language_2__c

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Specifies the description of language 2.

cgcloud__Description_Language_3__c

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Specifies the description of language 3.

cgcloud__Description_Language_4__c

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Specifies the description of language 4.

cgcloud__Description__c

• Type: string
• Properties: Filter, Nillable, Sort
• Description: Description based on the user-specific 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),
  6cgcloud__Description_Language_1__c)

cgcloud__Management_Type__c

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Describes the kind of management relationship.
• Possible values:
  • CallCenter—Call Center
  • Consultant—Merchandizer
  • Sales
  • Service

cgcloud__Sales_Org__c

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: The customer task template that is available for the sales org specified.
• Possible values:
  • 0000
  • 0001
  • 0002
  • 0003

cgcloud__Sort__c

• Type: double
• Properties: Create, Filter, Nillable, Sort, Update
• Description: Sorting order of the customer task template in the overviews.

cgcloud__User_Roles__c

• Type: multipicklist
• Properties: Create, Filter, Nillable, Update
• Description: User roles that are required for the user when creating calls based on this template.
• Possible values:
  • CGCloud_FA—FA
  • CGCloud_FM—FM
  • CGCloud_HQ_Sales_Manager—Sales Support
  • CGCloud_Inventory_Manager—Inventory Manager
  • CGCloud_KAM—KAM
  • CGCloud_Master_Data_Admin—Business Admin
  • CGCloud_Sales_User—Sales User
  • CGCloud_Supervisor—Supervisor

cgcloud__Workflow__c

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Reference to the workflow.

  This is a relationship field.

• Relationship Name: cgcloud__Workflow__r
• Relationship Type: Lookup
• Refers To: cgcloud__Workflow__c

Associated Objects

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

• cgcloud__Account_Task_Template__cChangeEvent: Change events are available for the object.
• cgcloud__Account_Task_Template__cFeed: Feed tracking is available for the object.
• cgcloud__Account_Task_Template__cHistory: History is available for tracked fields of the object.
• cgcloud__Account_Task_Template__cOwnerSharingRule: Sharing rules are available for the object.
• cgcloud__Account_Task_Template__cShare: Sharing is available for the object.