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portatour® provides an Application Interface (API) to simplify integration into existing processes within your Salesforce Organization.
As an interface, the global class PTPublicAPI_v1
contains following methods:
global static void PTCustomerCallSettings_CalledNow(ID aPTCustomerCallSettingsID)
- Sets the Last Customer Call date to the current time
- Sets the last known location of the owner of the Customer Call Settings
- Removes any existing reservations
- Sets the starting point for the next schedule calculation of the owner of the Customer Call Settings.
This function does not create a call report.
global static void PTCustomerCallSettings_MissedNow(ID aPTCustomerCallSettingsID)
- Sets the Last Missed Call Date to the current time
- Sets the last known location of the owner of the Customer Call Settings
- Sets the starting point for the next schedule calculation of the owner of the Customer Call Settings.
This function does not create a call report.
global static void PTAppointmentCallSettings_TookPlaceNow(ID aPTAppointmentCallSettingsID)
- Marks the Appointment as Took place
- Calls the function
PTCustomerCallSettings_CalledNow
for the assigned customer
This function does not create a call report.
global static void PTAppointmentCallSettings_MissedNow(ID aPTAppointmentCallSettingsID)
- Marks the Appointment as Missed now
- Calls the function
PTCustomerCallSettings_MissedNow
for the assigned customer
This function does not create a call report.