OutboundEngagementTemplate Each row represents a reusable template that defines the content, structure, and delivery settings for automated or manual outbound communications, such as emails and messages, to customers or prospects. Use it to standardize and personalize outreach across sales, service, and marketing processes. This object is available in API version 68.0 and later.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()
Fields
BusinessArea
Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Sort
Description: Specifies the business area that the outbound engagement template is for.
Possible values are:
BankingInsuranceLoyalty PromotionalLoyalty Transactional
The default value is Banking.
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.
OwnerId
Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: The owner of the record
This field is a polymorphic relationship field.
Relationship Name: Owner
Refers To: Group, User
Purpose
Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Sort
Description: Specifies the business purpose of the outbound engagement template.
Possible values are:
The default value is Promotion.
Status
Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The status whether it is Draft, Published
Possible values are:
TargetName
Type: string
Properties: Create, Filter, Group, idLookup, Nillable, Sort
Description: The name of the page that the outbound engagement template is for.
TargetType
Type: picklist
Properties: Create, Filter, Group, Restricted picklist, Sort
Description: Specifies the type of page that the outbound engagement template is for.
Possible values are:
HomePageImplicitListPageRecordPage
TemplateCategory
Type: picklist
Properties: Create, Filter, Group, Restricted picklist, Sort
Description: Specifies the category of the outbound engagement template.
Possible values are:
ActionableListCampaignMemberEventSegment
TemplateDescription
Type: string
Properties: Create, Filter, Group, Nillable, Sort
Description: The description of the outbound engagement template.
TemplateDeveloperName
Type: string
Properties: Create, Filter, Group, Sort
Description: The developer name of the outbound engagement template.
TemplateName
Type: string
Properties: Create, Filter, Group, idLookup, Sort, Update
Description: The name of the outbound engagement template.
TemplateReferenceRecordId
Type: reference
Properties: Create, Filter, Group, Sort
Description: The resource for which the outbound engagement template is created.
This field is a polymorphic relationship field.
Relationship Name: TemplateReferenceRecord
Refers To: Campaign
TemplateSubcategory
Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort
Description: Specifies the subcategory of the outbound engagement template.
Possible value is:
TemplateType
Type: picklist
Properties: Create, Filter, Group, Restricted picklist, Sort
Description: Specifies the type of the outbound engagement template.
Possible values are:
UsageType
Type: picklist
Properties: Create, Filter, Group, Restricted picklist, Sort
Description: Specifies the Salesforce product that the outbound engagement template belongs to.
Possible values are:
AppointmentManagementAssessmentCustomGlobalPromotionsHealthEngagementLoyaltyManagementManagedEventParticipantsOfferManagementRecruitmentManagementReferralManagementReferralMarketing
j