Automatically initialize Customer Call Settings

The following call settings can be initialized automatically:

• Call interval of customers based on a formula: see item 'Calculated call interval '
• Last customer call date according to existing data: see item 'Optional field initialization 'Last customer Call' '

If you would like to initialize additional fields when activating customers for portatour®, you can implement this using an Apex trigger.

Below is an example of a Trigger that initializes the Call duration (CallDurationMinutes__c) depending on the rating of the respective Account:

trigger ExampleTrigger on pt__PTCustomerCallSettings__c (before insert) {
  if(Trigger.isInsert && Trigger.isBefore){
    List<ID> myAccountIDs = new List<ID>();
    for (pt__PTCustomerCallSettings__c mySettings : Trigger.new) {
      if (mySettings.pt__Account__c != null) {
        myAccountIDs.Add(mySettings.pt__Account__c);
      }
    }
    Map<ID, Account> myAccounts = new Map<ID, Account>(
      [SELECT ID, Rating FROM Account WHERE ID IN :myAccountIDs]);
    for (pt__PTCustomerCallSettings__c mySettings : Trigger.new) {
      Account myAccount = myAccounts.get(mySettings.pt__Account__c);
      if (myAccount != null) {
        // Overwrite Call Duration for Hot Accounts
        if (myAccount.Rating == 'Hot') {
          mySettings.pt__CallDurationMinutes__c = 60;
        }
      }
    }
  }
}