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

Name

Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: Name of this record.

cgcloudAccountc

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)

cgcloudActivec

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the entry is active (true) or not (false).
Default value: 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:
- fri—Friday
- mon—Monday
- sat—Saturday
- sun—Sunday
- thu—Thursday
- tue—Tuesday
- wed—Wednesday

cgcloudDurationc

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.

cgcloudFrequencyc

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.
Default value: 2015
Possible values:
- 2015
- 2016
- 2017
- 2018

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:
- 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).
Default value: 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.
Default value: StartWeek
Possible values:
- LastCall—Last Call & Frequency
- StartWeek—Start Week
- StartWeekYear—Start Week Year

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.

cgcloud__Account_Visit_Setting__c

Supported Calls

Fields

Name

cgcloud__Account__c

cgcloud__Active__c

cgcloud__Day_Of_Week__c

cgcloud__Duration__c

cgcloud__Frequency__c

cgcloud__Initial_Year__c

cgcloud__Management_Type__c

cgcloud__Overdue_Check__c

cgcloud__Overdue_Date__c

cgcloud__Planning_Mode__c

cgcloud__Record_Link__c

cgcloud__Start_Week__c

cgcloud__Time_Of_Day__c

cgcloud__Valid_From__c

cgcloud__Valid_Thru__c

cgcloud__Visit_Template__c

Associated Objects

Associated Objects

cgcloudAccountc

cgcloudActivec

cgcloudDurationc

cgcloudFrequencyc