Original requirements in
Split from
Create a new custom object : named Pricing Campaign CPC with: the following characteristics:
| Label | Pricing Campaign CPC |
|---|---|
| Plural Label | Pricing Campaign CPCs |
| Object Name | Pricing_Campaign_CPC |
| Description | IPP-182 |
| Record Name | Pricing Campaign CPC Name |
| Data Type | Auto Number |
| Display format | CPC -{00000000} |
| Allow Reports | True |
| Allow Activitie | True |
| Track Field History | True |
| Allow in Chatter Groups | False |
| Enable Licensing | False |
| Allow Sharing | True |
| Allow Bulk API Access | True |
| Allow Streaming API Access | True |
| Deployment Status | Deployed |
| Allow Search | True |
- Only one record type / layout
Create fields, VR help texts on file below:https://docs.google.com/spreadsheets/d/1MMopKjSdW2La5TOA24Z250A0OVDv-lK_eDZpIWBymi4/edit#gid=1544071925
Note: new changes made to Google Sheet Data Dictionary on
Added new field Sold-To SAP Name (free text)
Sharing and security : Private (only Owner and user above in role hiearchy) + Edit access. Do we need to give a view all and/or modify all to some profiles or users ? Is some region managers who need to see more than their records ? What about confidential accounts ? Access only by owner or account team ? Product manager access ?
Don’t create tab for this object
Create a “Pricing Campaign CPC” tab at Pricing campaign level
Automations Required
1. On record insertion - the field Sold-To (Account lookup) needs to be automatically populated with the Account found via the value available in the Pricing Campaign CPC field Sold-To Code - the Account field where the code can be queried is:
SAP Code | SAP_Sold_To_Number__c | Text(10) (External ID) (Unique Case Insensitive) |
2. On insertion of Pricing Campaign CPC record - the standard Owner User lookup needs to be the same as the Account Owner from the Account lookup labeled as Sold-To