Public API

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.