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.

AiVisitTaskRcmdFeed: Feed are available for the object.
AiVisitTaskRcmdHistory: History is available for the object.
AiVisitTaskRcmdOwnerSharingRule: Sharing rule is available for the object.
AiVisitTaskRcmdShare: Sharing is available for the object.