cgcloud__Account_Visit_Setting__c

This object stores the settings for the calls of a user based on a customer. 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
Name
Type
string
Properties
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
Name of this record.
cgcloud__Account__c
Type
reference
Properties
Create, Filter, Group, Sort
Description
Reference to the customer.
This is a relationship field.
Relationship Name
cgcloud__Account__r
Relationship Type
Master-detail
Refers To
Account (the master object)
cgcloud__Active__c
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether the entry is active (true) or not (false).
The default value is true.
cgcloud__Day_Of_Week__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Contains the day of the week that's to be used by the automatic planning algorithm to schedule the call.
Possible values are:
  • fri—Friday
  • mon—Monday
  • sat—Saturday
  • sun—Sunday
  • thu—Thursday
  • tue—Tuesday
  • wed—Wednesday
cgcloud__Duration__c
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Numeric value that's used to describe the length that a call of the specified category typically takes with the related account.
cgcloud__Frequency__c
Type
double
Properties
Create, Defaulted on create, Filter, Sort, Update
Description
Number of weeks between two visits.
cgcloud__Initial_Year__c
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description
Initial year of the planning.
Possible values are:
  • 2015
  • 2016
  • 2017
  • 2018
The default value is 2015.
cgcloud__Management_Type__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Type of the management relationship between a user and an account.
Possible values are:
  • CallCenter
  • Consultant
  • Sales
  • Service
cgcloud__Overdue_Check__c
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether a customer with a particular visit template can be marked as overdue (true) or not (false).
The default value is false.
cgcloud__Overdue_Date__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Specifies the date on which the call for a particular visit template is completed. Until this date, the customer is referred to as an overdue customer.
cgcloud__Planning_Mode__c
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description
Mode of automatic call planning.
Possible values are:
  • LastCall—Last Call & Frequency
  • StartWeek—Start Week
  • StartWeekYear—Start Week Year
The default value is StartWeek.
cgcloud__Record_Link__c
Type
string
Properties
Filter, Nillable, Sort
Description
Link to the detail page of the Customer Visit Setting record.
This is a calculated field.
Formula
1HYPERLINK("/" &Id, $Label.cgcloud__record_link, "_top")
cgcloud__Start_Week__c
Type
double
Properties
Create, Defaulted on create, Filter, Sort, Update
Description
Week of the year to start with automatic call planning.
cgcloud__Time_Of_Day__c
Type
string
Properties
Create, Filter, Group, Sort, Update
Description
Stores the time of day that the automatic planning algorithm uses to schedule the call.
cgcloud__Valid_From__c
Type
date
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Date from which the entry is valid.
cgcloud__Valid_Thru__c
Type
date
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Date until which the entry is valid.
cgcloud__Visit_Template__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Reference to the visit template.
This is a relationship field.
Relationship Name
cgcloud__Visit_Template__r
Relationship Type
Lookup
Refers To
cgcloud__Visit_Template__c

Associated Objects

This object has 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__Account_Visit_Setting__cChangeEvent
Change events are available for the object.
cgcloud__Account_Visit_Setting__cFeed
Feed tracking is available for the object.
cgcloud__Account_Visit_Setting__cHistory
History is available for the tracked fields of the object.
cgcloud__Account_Visit_Setting__cOwnerSharingRule
Sharing rules are available for the object.
cgcloud__Account_Visit_Setting__cShare
Sharing is available for the object.