Original requirements in 



Split from 

Create a new custom object : named Pricing Campaign CPC with: the following characteristics:


LabelPricing Campaign CPC
Plural LabelPricing Campaign CPCs
Object NamePricing_Campaign_CPC
DescriptionIPP-182
Record NamePricing Campaign CPC Name
Data TypeAuto Number
Display formatCPC -{00000000}
Allow Reports   

True

Allow Activitie

True

Track Field HistoryTrue
Allow in Chatter GroupsFalse
Enable LicensingFalse
Allow Sharing  True
Allow Bulk API AccessTrue
Allow Streaming API AccessTrue
Deployment StatusDeployed
Allow SearchTrue










  • 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