Interaction

Follow

A communication, such as an email, phone call or meeting, between parties.

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the interaction.

Owner

Owner

Lookup (User, Queue)

Associates the interaction with a user or group (queue) of users.

Subject

Name

Text (80)

The subject line of the interaction.

 

Custom Field Label & API Name

Type

Description

Applied Process

cloupra__Applied_Process__c

Lookup (Applied Process)

The process to which the interaction relates.

Batch

cloupra__Batch__c

Lookup (Batch)

Batch record used to insert or update the interaction.

Call Disposition

cloupra__Call_Disposition__c

Lookup (Category)

The result of a call attempt, e.g. connected, voicemail, no answer, etc.

Call Duration

cloupra__Call_Duration__c

Number (6, 0)

The call duration, in seconds.

Details

cloupra__Details__c

Long Text Area (32768)

Brief comments that describe the interaction.

Direction

cloupra__Direction__c

Lookup (Category)

The direction of the call, i.e. inbound or outbound.

External Id

cloupra__External_Id__c

Text (255) (External ID)

An identifier for the interaction from an external system, such as an integrated telephony or marketing system.

IsPhoneCall

cloupra__IsPhoneCall__c

Formula (Checkbox)

Checkbox set when the Method indicates the interaction is a telephone call.

Location

cloupra__Location__c

Text (255)

The physical location of a meeting interaction.

Method

cloupra__Method__c

Lookup (Category)

The communication method of the interaction, e.g. phone call, email, meeting, etc.

Custom Field Label & API Name

Type

Description

Mood

cloupra__Mood__c

Lookup (Category)

The mood of the customer after the interaction, e.g. good, fair or bad.

Organisation

cloupra__Client__c

Lookup (Account)

The client to whom the interaction relates.

Organisation Orgn Type

cloupra__Organisation_Orgn_Type__c

 Formula The Organisation type of the Client to which the interaction relates.

Outcome

cloupra__Outcome__c

Lookup (Category)

The outcome of the interaction.

Person

cloupra__Person__c

Lookup (Contact)

The person to whom the interaction relates.

Policy

cloupra__Policy__c

Lookup (Policy)

The insurance policy to which the interaction relates.

Portfolio Holding

cloupra__Portfolio_Holding__c

Lookup (Portfolio Holding)

The asset or liability to which the interaction relates.

Primary Division

cloupra__Primary_Division__c

Lookup (Account)

The record owner’s primary division or business unit.

Provider

cloupra__Provider__c

Lookup (Account)

The provider to which the interaction relates.

Related Activity Id

cloupra__Related_Activity_Id__c

Text (18) (External ID)

Where the interaction is created automatically from a Salesforce Activity, the ID of that Activity.

Related Client

cloupra__Related_Client__c

Lookup (Account)

The client to whom the interaction relates, either directly or via another record.

Related Employer

cloupra__Related_Employer__c

Lookup (Account) The Related Employer to which the interaction relates.

Related Interaction

cloupra__Related_Interaction__c

Lookup(Interaction)

The interaction to which the interaction relates, either directly or via another record.

Related Person

cloupra__Related_Person__c

Lookup (Contact)

The person to whom the interaction relates, either directly or via another record.

Related Provider

cloupra__Related_Provider__c

 Lookup (Account) The Related Provider to which the interaction relates.

Related Service

cloupra__Related_Service__c

Lookup (Service)

The service to which the instalment relates, either directly or via another record.

Service

cloupra__Service__c

Lookup (Service)

The service to which the interaction directly relates.

Task

cloupra__Task__c

Lookup (Task (PractiFI))

The task to which the interaction relates.

Type

cloupra__Type__c

Lookup (Category)

The type of the interaction, e.g. complaint, general enquiry, etc.

Until

cloupra__Until__c

Date/Time

The end date/time for a meeting interaction. Until must be greater than When.

When

cloupra__When__c

Date/Time

The start or effective date/time of an interaction. Defaults to the time of interaction creation.

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.