Calculated Call Interval

The Call Interval value can be customized with the help of a Formula-Field.

Important: Make sure that the Formula delivers a value that is either 0 (means 'Do not visit customer regularly') or within the permitted range between 7 and 730 days (inclusive).

Navigate to Setup/App Setup/Create/Objects and select the object portatour® Customer Call Settings.

• In the Custom Fields & Relationships select New.
• Select Formula as Field Type and confirm with Next.
• Type in the Field description and Fieldname (e.g. 'Custom Call Interval' and 'CustomCallInterval').
• As Formula return type select Number and 0 Decimals in Options.
• Confirm with Next.

Enter a Formula which calculates the Call Interval in days for all customer types. Following example Formula calculates the Call Interval according to the Field Rating from Accounts:

IF(pt__Account__c != null,
  /* implementation for Account */
  CASE(pt__Account__r.Rating, 'Hot', 7, 'Warm', 14, 28),
  IF(pt__Lead__c != null,
    /* implementation for Lead */
    CASE(pt__Lead__r.Rating, 'Hot', 7, 'Warm', 14, 28),
    IF(pt__Contact__c != null,
      /* implementation for Contact */
      28,
      /* invalid record - will never happen */
      28
    )
  )
)

and confirm with Next.

Save this Field.

In the Salesforce Professional edition, add this Field to the Page Layout.

For all other editions, activate the Field visibility for permission set portatour® User dynamic and confirm with Next. It is not necessary to add the Field to Page Layouts.

Set the Field in the portatour® configuration in portatour®/Options/Organization Settings/Customer Call Settings/Schedule Settings. See section Scheduling parameters.