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Apps Managed Package Details

The Pitcher Apps Managed Package creates a foundational layer for the apps Pitcher builds on Salesforce. It includes base services and objects that are shared across other PCH packages.

This document describes the contents and configuration of the latest Pitcher Apps Managed Package.

Package Components

A Package Component is a basic building block of development. Check this Salesforce Package-able Components Documentation for different supported components which can be packaged.

Custom Objects

Pitcher Apps Managed Package installs the following five custom objects listed below:

Allocation Object

The Allocation (PCH__Allocation__c) object determines how certain template records related to Tags, Missions, Promotions, Assortments, etc., are allocated to Accounts/Users.

Fields and Relationship 

Field Label

Field Name

Data Type

Allocation ID

Name

Auto Number

Created By

CreatedById

Lookup(User)

Last Modified By

LastModifiedById

Lookup(User)

Owner

OwnerId

Lookup(User,Group)

Record Type

RecordTypeId

Picklist

Account

PCH__Account__c

Lookup(Account)

Attribute

PCH__Attribute__c

Text(255)

External ID

PCH__External_ID__c

Text(255) (External ID) (Unique Case Sensitive)

Inheritance

PCH__Inheritance__c

Checkbox

Rule

PCH__Rule__c

Text(255)

Site (Template)

PCH__Site_Template__c

Lookup(Site)

Tag

PCH__Tag__c

Lookup(Tag)

Tag (Template)

PCH__Tag_Template__c

Lookup(Tag)

Type

PCH__Type__c

Picklist

User

PCH__User__c

Lookup(User)

Resources

Component Name

Component Type

Tag Allocation

Record Type

Site Allocation

Record Type

Allocation Layout

Page Layout

All

List View

Tag Object

The Tag (PCH__Tag__c) object provides an easy way to either define segments (groups) of Accounts/Users or to allow Operations Users to create pick lists.

Fields and Relationship

Field Label

Field Name

Data Type

Tag Name

Name

Text(80)

Created By

CreatedById

Lookup(User)

Owner

OwnerId

Lookup(User Group)

Record Type

RecordTypeId

Record Type

Last Modified By

LastModifiedById

Lookup(User)

Account

PCH__Account__c

Lookup(Account)

Allocation

PCH__Allocation__c

Picklist

Allocation Logic

PCH__Allocation_Logic__c

Picklist

External ID

PCH__External_ID__c

Text(255) (External ID) (Unique Case Sensitive)

Parent

PCH__Parent__c

Lookup(Destination)

Process ID

PCH__Process_ID__c

Text(255) (External ID)

Sequence

PCH__Sequence__c

Number(18,0)

Tag (Template)

PCH__Tag_Template__c

Lookup(Tag)

Technical Status

PCH__Technical_Status__c

Picklist

Template

PCH__Template__c

Checkbox

Type

PCH__Type__c

Picklist

Unique ID

PCH__Unique_ID__c

Text(255) (External ID) (Unique Case Insensitive)

User

PCH__User__c

Lookup(User)

Resources

Component Name

Component Type

Account Tag

Record Type

Tag

Record Type

Tag Group

Record Type

User Tag

Record Type

All

List View

Tag (Templates)

List View

User Tag Layout

Page Layout

Tag Group Layout

Page Layout

Account Tag Layout

Page Layout

Tag Layout

Page Layout

Deep Clone

Detail Page Button

Site Object

The Site (PCH__Site__c) object describes a physical location that allows other objects to relate to a site (physical address) instead of an account.

Fields and Relationship

Field Label

Field Name

Data Type

Site Name

Name

Text(80)

Created By

CreatedById

Lookup(User)

Last Modified By

LastModifiedById

Lookup(User)

Owner

OwnerId

Lookup(User,Group)

Allocation

PCH__Allocation__c

Picklist

Allocation Logic

PCH__Allocation_Logic__c

Picklist

External ID

PCH__External_ID__c

Text(255) (External ID) (Unique Case Sensitive)

Parent

PCH__Parent__c

Lookup(Site)

Template

PCH__Template__c

PCH__Template__c

Resources

Component Name

Component Type

Site Layout

Page Layout

Instance Sharing Object

The Instance Sharing (PCH__Instance_Sharing__c) object is used to connect to Amazon Web Services.

Fields and Relationship

Field Label

Field Name

Data Type

Instance Sharing ID

Name

Auto Number

Owner

OwnerId

Lookup(User,Group)

Created By

CreatedById

Lookup(User)

Last Modified By

LastModifiedById

Lookup(User)

Instance

PCH__Instance_Zero__c

Lookup(Instance)

Instance ID

PCH__Instance_ID_Zero__c

Formula (Number)

Instance Name

PCH__Instance_Name_Zero__c

Formula (Text)

Location Object

The Location (PCH__Location__c) object is used to define geographic address.

Fields and Relationship

Field Label

Field Name

Data Type

City

PCH__City__c

Text(255)

Country

PCH__Country__c

Text(255)

Description

PCH__Description__c

Long Text Area(32768)

Email

PCH__Email__c

Email

External ID

PCH__External_ID__c

Text(255) (External ID) (Unique Case Insensitive)

Phone Number

PCH__Phone_Number__c

Phone

Postal Code

PCH__Postal_Code__c

Text(255)

Sharing code

PCH__Sharing_code__c

Text(80)

State

PCH__State__c

Text(255)

Street

PCH__Street__c

Text(255)

Name

Name

Autonumber

Account Group

The Account Group (PCH__Account_Group2__c) object is used to define groups of accounts.

Fields and Relationship

Field Label

Field Name

Data Type

Description

PCH__Description__c

Long Text Area(32768)

External ID

PCH__External_ID__c

Text(255) (External ID) (Unique Case Insensitive)

Group Long Name

PCH__Group_Long_Name__c

Text(255)

Nane

Name

Text(80)

Sharing Code

PCH__Sharing_Code__c

Text(80)

Type

PCH__Type__c

Picklist


Custom Fields & Resources

The Pitcher Apps Managed Package extends few custom fields to the following standard SFDC objects as listed below:

Account

There are below fields and resources which has been extended to this package -

Fields and Relationship

Field Label

Field Name

Data Type

Account Group

PCH__Account_Group__c

Lookup(Account_Group2__c)


Custom Metadata Objects

Pitcher Apps Managed Package installs the following custom metadata objects listed below:

Allocation Component Filters

The Allocation Component Filters (Allocation_Component_Filters__mdt) custom metadata is used to determine the configurations for Allocation part of Lightning Builder

Fields and Relationship

Field Label

Field Name

Data Type

Allocation Field

Allocation_Field__c

Picklist

Builder Object Name

Builder_Object_Name__c

Text(255)

Where Clause

Where_Clause__c

Text(255)

Managed Metadata Records

Name

Field Values

-NA-

  • -NA-

Apex Managed Sharing Settings

The APEX Managed Sharing Settings (Apex_Managed_Sharing_Setting__mdt) custom metadata is used to determine the configurations for APEX sharing for certain objects. The package provides metadata records that automatically set up the custom objects that are part of this package. Other packages might add metadata records in case they want to make use of the APEX sharing process within this package.

Fields and Relationship

Field Label

Field Name

Data Type

Access Level

Access_Level__c

Picklist

Condition (Where Clause)

Condition_Where_Clause__c

Text(255)

Object API

Object_API__c

Text(255)

Sharing Lookup (Field API)

Sharing_Lookup_Field_API__c

Text(255)

Active

isActive__c

Checkbox

Full Sync: Last Modified

Full_Sync_Last_Modified__c

Picklist

Full Sync: Batch Size

Batch_Size__c

Number(18, 0)

Delta Sync: Date Filter

Delta_Sync_Date_Filter__c

Picklist

Delta Sync: Date Filter (Period)

Delta_Sync_Date_Filter_Period__c

Picklist

Managed Metadata Records

Name

Field Values

Tag

  • Active = false

  • Object API = PCH__Tag__c

  • Sharing Lookup (Field API) = PCH__Account__c

  • Full Sync: Last Modified = YESTERDAY

  • Full Sync: Batch Size = <Blank>

  • Delta Sync: Date Filter = CreatedDate

  • Delta Sync: Date Filter (Period) = LAST_30_MINS

  • Condition (Where Clause) = <Blank>

  • Access Level = <Blank>

Deep Clone Settings

This custom metadata Deep Clone Settings (Deep_Clone_Settings__mdt) helps configure the deep clone settings.

Fields and Relationship

Field Label

Field Name

Data Type

Parent Record Name Suffix

ParentRecordNameSuffix__c

Text(255)

Excluded Child Object API Names

ExcludedChildObjectAPINames__c

LongTextArea(131072)

Child Record Name Suffix

ChildRecordNameSuffix__c

Text(255)

Managed Metadata Records

Name

Field Values

pch__assortment__c

  • Child Record Name Suffix = <blank>

  • Excluded Child Object API Names = pch__assortment__c,pch__account_product__c

  • Parent Record Name Suffix = <blank>

pch__mission__c

  • Child Record Name Suffix = <blank>

  • Excluded Child Object API Names = pch__mission__c

  • Parent Record Name Suffix = <blank>

pch__promotion__c

  • Child Record Name Suffix = <blank>

  • Excluded Child Object API Names = pch__promotion__c

  • Parent Record Name Suffix = <blank>

pch__tag__c

  • Child Record Name Suffix = <blank>

  • Excluded Child Object API Names = pch__tag__c

  • Parent Record Name Suffix = <blank>


Mobile Sync Limit

This metadata Mobile Sync Limit (Mobile_Sync_Limit__mdt) is used to set limits on specific checkbox fields on transaction objects defined in the Mobile Sync Limit Object. You can set the maximum number of days after which transaction records will have the specified checkbox deselected. You can also set the type of the record to Transactions so the parent object will have only a specific number of the newest records with the specified checkbox set to true. The rest will get automatically deselected whenever the maximum specified is exceeded.

Fields and Relationship

Field Label

Field Name

Data Type

Active

Active__c

Checkbox

Lookup Field

Lookup_field__c

Text(255)

Mobile Sync Field

Mobile_Sync_Field__c

Text(255)

Object

Object__c

MetadataRelationship (Mobile_Sync_Limit_Object__mdt)

Sync Limit

Sync_Limit__c

Number(18,0)

Type

Type__c

Picklist

Managed Metadata Records

So far Apps Package does not have any metadata records for this custom metadata; however other packages, Engage, and Mission does have records for this custom metadata.

Mobile Sync Limit Object

This metadata Mobile Sync Limit Object (Mobile_Sync_Limit_Object__mdt) is used together with Mobile Sync Limit. See the Mobile Sync Limit section for more information. Here you only define transaction objects to which Mobile Sync Limit records are related.

Fields and Relationship

Field Label

Field Name

Data Type

Label

Label

Text(255)

Managed Metadata Records

So far Apps Package does not have any metadata records for this custom metadata; however other packages, Engage, and Mission does have records for this custom metadata.


Object Mapping

  • This Metadata Object Mapping (Obj_Mapping__mdt) Type helps in configuring source and destination objects for mapping.

  • Here are below fields it has -

Fields and Relationship

Field Label

Field Name

Data Type

Active

Active__c

Checkbox

Object Source

Object_Source__c

Text(255)

Object Destination

Object_Destination__c

Text(255)

Object Criteria Source

Object_Criteria_Source__c

TextArea

Sync Checkbox API Name (Source)

Sync_Checkbox_API_Name_Source__c

Checkbox

Sequence

Sequence__c

Number(18,0)

Managed Metadata Records

So far, Apps Package does not have any metadata records for this custom metadata; however other package does, like Mission and Instore.


Field Mapping

  • This Metadata Type Field Mapping (Field_Mapping__mdt) helps in configuring source and destination objects' fields for mapping

  • Here are below fields it has -

Fields and Relationship

Field Label

Field Name

Data Type

Active

isActive__c

Checkbox

Object Mapping

Obj_Mapping__c

Lookup

Field Source

Field_Source__c

Text(255)

Field Destination

Field_Destination__c

Text(255)

Managed Metadata Records

So far, Apps Package does not have any metadata records for this custom metadata; however other package does, like Mission and Instore.


Lightning Builders

This custom metadata Lightning Builders (Lightning_Builder__mdt) helps set up Lightning builder-related setup. This is the main object defining the builder. It lookups to the type to set for which object it should execute. The builder displayed can be configured as the fullscreen or modal component. Record types for which builder works can also be defined (see Record Types field help text for more info). Such configuration is used, for example, for PCH__Tag__c. Please note that the Actions checkboxes used on this object are deprecated and not used for config.

Fields and Relationship

Field Label

Field Name

Data Type

Active

Active

Checkbox

Controller Class

Controller_Class__c

Text(255)

Lightning Builder Type

Lightning_Builder_Type__c

MetadataRelationship (Lightning_Builder_Type__mdt)

Record Type

Record_Types__c

Text(255)

View

View__c

Picklist

Managed Metadata Records

Name

Field Values

Tag_Builder

  • Active = true

  • Lightning Builder Type = Tag

  • Record Type = <blank>

  • View = Modal

Tag_Group_Builder

  • Active = true

  • Lightning Builder Type = Tag

  • Record Type = Tag_Group

  • View = Modal

Lightning Builder Types

This custom metadata Lightning Builder Types (Lightning_Builder_Type__mdt) helps set up Lightning builder-related setup. In order to be able to assign a builder to the object, first need to create a record here and let the label be the same as the object you would like to have a builder override.

Fields and Relationship

Field Label

Field Name

Data Type

Label

Label

Text(255)

Managed Metadata Records

Name

Field Values

PCH__Tag__c

  • No custom field

Lightning Builder Items

This custom metadata Lightning Builder Items (Lightning_Builder_Item__mdt) helps set up Lightning builder-related setup. These records define each step of each builder. Use Lightning Builder record view to see what steps are configured for a specific builder -- see the related list. The steps are displayed in the builder according to the sequence.

Fields and Relationship

Field Label

Field Name

Data Type

Active

Active__c

Checkbox

Active Only When Field True

Active_Only_When_Field_True__c

Text(255)

Allow Multiple records per source record

Allow_multiple_records_per_source_record__c

Checkbox

Canvas App Developer Name

Canvas_App_Developer_Name__c

Text(255)

Controller Class

Controller_Class__c

Text(255)

Destination (Mapping Field)

Destination_Mapping_Field__c

Text(255)

Destination (Object)

Destination_Object__c

Text(255)

Lightning Builder

Lightning_Builder__c

Text(255)

Object API

Object_API__c

Text(255)

Page Layout (Name)

Page_Layout_Name__c

Text(255)

Sequence

Sequence__c

Number(18,0)

Show Clone Action

Show_Clone_Action__c

Checkbox

Show Delete Action

Show_Delete_Action__c

Checkbox

Source (Object)

Source_Object__c

Text(255)

Static Where Clause

Static_Where_Clause__c

Text(255)

Title

Title__c

Text(255)

Type

Type__c

Picklist

Managed Metadata Records

Name

Field Values

Tag Actions

  • Active = true

  • Canvas App Developer Name = <blank>

  • Canvas App Parameters = <blank>

  • Controller Class = EXT_TagBuilderActions

  • Destination Mapping Field = <blank>

  • Destination Object = <blank>

  • Lightning Builder = Tag_Builder

  • Object API = <blank>

  • Page Layout Name = <blank>

  • Sequence = 50.0

  • Show Clone Action = true

  • Show Delete Action = false

  • Source Object  = <blank>

  • Title = Tag Actions

  • Type = Actions

Tag Allocation

  •  Active = true

  • Canvas App Developer Name = <blank>

  • Canvas App Parameters = <blank>

  • Controller Class = <blank>

  • Destination Mapping Field = <blank>

  • Destination Object = <blank>

  • Lightning Builder = Tag_Builder

  • Object API = PCH__Allocation__c

  • Page Layout Name = <blank>

  • Sequence = 40.0

  • Show Clone Action = <blank>

  • Show Delete Action = <blank>

  • Source Object  = <blank>

  • Title = Tag Allocation

  • Type = Allocation

Tag Details

  • Active = true

  • Canvas App Developer Name = <blank>

  • Canvas App Parameters = <blank>

  • Controller Class =<blank>

  • Destination Mapping Field = <blank>

  • Destination Object = <blank>

  • Lightning Builder = Tag_Builder

  • Object API = <blank>

  • Page Layout Name = PCH__Tag Builder Layout

  • Sequence = 10.0

  • Show Clone Action = <blank>

  • Show Delete Action = <blank>

  • Source Object  = <blank>

  • Title = Tag Details

  • Type = Details

Tag Group Details

  • Active = true

  • Canvas App Developer Name = <blank>

  • Canvas App Parameters = <blank>

  • Controller Class =<blank>

  • Destination Mapping Field = <blank>

  • Destination Object = <blank>

  • Lightning Builder = Tag_Group_Builder

  • Object API = <blank>

  • Page Layout Name = PCH__Tag Group Builder Layout

  • Sequence = 10.0

  • Show Clone Action = <blank>

  • Show Delete Action = <blank>

  • Source Object  = <blank>

  • Title = Tag Group Details

  • Type = Details

 

Lightning Builder Table Items

This custom metadata Lightning Builder Table Items (Lightning_Builder_Table_Item__mdt) helps set up Lightning builder-related setup. These records configure further each step. They are used to configure what columns are displayed, used as filters, or used in the mapping. See descriptions of step components for more details.

Fields and Relationship

Field Label

Field Name

Data Type

Active

Active__c

Checkbox

Allow multiple records per source record

Allow_multiple_records_per_source_record__c

Checkbox

API Name (Destination)

API_Name__c

Text(255)

API Name (Source)

API_Name_Source__c

Text(255)

Data Type

Data_Type__c

Picklist

Display

Display__c

Checkbox

Filter

Filter__c

Checkbox

Label (Field)

Label_Field__c

Text(255)

Lightning Builder Item

Lightning_Builder_Item__c

MetadataRelationship(`Lightning_Builder_Item__mdt`)

Permission

Permission__c

Picklist

Search

Search__c

Checkbox

Sequence

Sequence__c

Number(18,0)

Autofill (Value)

Value__c

Text(255)

Managed Metadata Records

Name

Field Values

Tag Detail Tech Status Autofill

  • API Name (Source) = <blank>

  • API Name (Destination) = PCH__Technical_Status__c

  • Active = true

  • Data Type = text

  • Display = false

  • Filter = false

  • Label Field = Template

  • Lightning Builder Item = Tag_Details

  • Permission = Read / Write

  • Search = false

  • Sequence = 20.0

  • Value = Draft

Tag Detail Template Autofill

  • API Name (Source) = <blank>

  • API Name (Destination) = PCH__Template__c

  • Active = true

  • Data Type = boolean

  • Display = false

  • Filter = false

  • Label Field = Template

  • Lightning Builder Item = Tag_Details

  • Permission = Read / Write

  • Search = false

  • Sequence = 10.0

  • Value = true

Tag Group Detail Tech Status Autofill

  • API Name (Source) = <blank>

  • API Name (Destination) = PCH__Technical_Status__c

  • Active = true

  • Data Type = text

  • Display = false

  • Filter = false

  • Label Field = Template

  • Lightning Builder Item = Tag_Group_Details

  • Permission = Read / Write

  • Search = false

  • Sequence = 10.0

  • Value = Active

Lightning Builder Allocation Items

This custom metadata helps Lightning Builder Allocation Items (Lightning_Builder_Allocation_Item__mdt) set up Lightning builder-related setup. Used only for allocation component to configure which tabs are visible on it.

Fields and Relationship

Field Label

Field Name

Data Type

Active

Active__c

Checkbox

Lightning Builder Item

Lightning_Builder_Item__c

MetadataRelationship(Lightning_Builder_Item__mdt)

Sequence

Sequence__c

Number(18,0)

Tab

Tab__c

Picklist

Type

Type__c

Picklist

Managed Metadata Records

Name

Field Values

Tag Account Hierarchy

  • Active = true

  • Lightning Builder Item = Tag_Allocation

  • Sequence = 20.0

  • Tab = Account

  • Type = Hierarchy

Tag Account Single

  • Active = true

  • Lightning Builder Item = Tag_Allocation

  • Sequence = 10.0

  • Tab = Account

  • Type = Single

Tag Segment Attribute (Account)

  •  Active = true

  • Lightning Builder Item = Tag_Allocation

  • Sequence = 50.0

  • Tab = Segment

  • Type = Attribute (Account)

Tag Segment Attribute (User)

  • Active = true

  • Lightning Builder Item = Tag_Allocation

  • Sequence = 60.0

  • Tab = Segment

  • Type = Attribute (User)

Tag Segment Tag

  • Active = true

  • Lightning Builder Item = Tag_Allocation

  • Sequence = 70.0

  • Tab = Segment

  • Type = Tag

Tag User Hierarchy

  • Active = true

  • Lightning Builder Item = Tag_Allocation

  • Sequence = 40.0

  • Tab = User

  • Type = Hierarchy

Tag User Single

  • Active = true

  • Lightning Builder Item = Tag_Allocation

  • Sequence = 30.0

  • Tab = User

  • Type = Single

Schedule Batch Job Setting

This custom metadata Schedule Batch Job Setting (Schedule_Batch_Job_Setting__mdt) helps in setting up the schedule of the batch jobs in Pitcher packages.

Fields and Relationship

Field Label

Field Name

Data Type

Batch Size

Batch_Size__c

Number(3,0)

Chunk Size

Chunk_Size__c

Number(4, 0)

Grouping (Field)

Grouping_Field__c

Text(255)

Grouping (Value)

Grouping_Value__c

Text(255)

Object (Child)

Object_Child__c

Text(255)

Object (Parent)

Object_Parent__c

Text(255)

Sequence

Sequence__c

Number(2,0)

Type

Type__c

Picklist

Managed Metadata Records

Name

Field Values

Assortment L1

  • Batch Size = 2.0

  • Chunk Size = 500.0

  • Grouping (Field) = PCH__Sharing_Code__c

  • Grouping (Value) = <blank>

  • Object (Child) = PCH__Allocation__c

  • Object (Parent) = PCH__Assortment__c

  • Sequence = 1.0

  • Type = Assortment L1

Assortment L2

  • Batch Size = 10.0

  • Chunk Size = 500.0

  • Grouping (Field) = PCH__Sharing_Code__c

  • Grouping (Value) = <blank>

  • Object (Child) = PCH__Assortment_Product__c

  • Object (Parent) = PCH__Assortment__c

  • Sequence = 1.0

  • Type = Assortment L2

Assortment L3

  • Batch Size = 10.0

  • Chunk Size = 500.0

  • Grouping (Field) = PCH__Sharing_Code__c

  • Grouping (Value) = <blank>

  • Object (Child) = PCH__Assortment_Product__c

  • Object (Parent) = PCH__Assortment__c

  • Sequence = 1.0

  • Type = Assortment L3

Execution

  • Batch Size = 100.0

  • Chunk Size = 100.0

  • Grouping (Field) = PCH__Sharing_Code__c

  • Grouping (Value) = <blank>

  • Object (Child) = <blank>

  • Object (Parent) = PCH__Mission__c

  • Sequence = 1.0

  • Type = Execution

Mission

  • Batch Size = 2.0

  • Chunk Size = 500.0

  • Grouping (Field) = PCH__Sharing_Code__c

  • Grouping (Value) = <blank>

  • Object (Child) = PCH__Allocation__c

  • Object (Parent) = PCH__Mission__c

  • Sequence = 1.0

  • Type = Mission

Promotion

  • Batch Size = 2.0

  • Chunk Size = 500.0

  • Grouping (Field) = PCH__Sharing_Code__c

  • Grouping (Value) = <blank>

  • Object (Child) = PCH__Allocation__c

  • Object (Parent) = PCH__Promotion__c

  • Sequence = 1.0

  • Type = Promotion

Tag

  • Batch Size = 2.0

  • Chunk Size = 500.0

  • Grouping (Field) = PCH__Sharing_Code__c

  • Grouping (Value) = <blank>

  • Object (Child) = PCH__Allocation__c

  • Object (Parent) = PCH__Tag__c

  • Sequence = 1.0

  • Type = Tag

Sharing Settings

This custom metadata Sharing Settings (Sharing_Settings__mdt) helps control the visibility of records on the mobile device.

Fields and Relationship

Field Label

Field Name

Data Type

Criteria

Criteria__c

TextArea

Object

Object__c

Text(255)

Sharing Code

Sharing_Code__c

Text(255)

Managed Metadata Records

So far, Apps and other Pitcher Packages do not have any metadata records for this custom metadata. The metadata records have to be added at the subscriber end directly.

Trigger Object Settings

This metadata Trigger Object Settings (Trigger_Object_Settings__mdt) is the first step for setting up the Trigger Action Framework for any object.

Fields and Relationship

Field Label

Field Name

Data Type

Bypass Execution

Bypass_Execution__c

Checkbox

Bypass Permission

Bypass_Permission__c

Text(255)

Class Name (Flow Input)

Class_Name_Flow_Input__c

Text(100)

Object

Object__c

Text(255)

Required Permission

Required_Permission__c

Text(255)

Managed Metadata Records

Name

Field Values

Location

Tag

  • Bypass Execution = false

  • Bypass Permission = <blank>

  • Class Name Flow Input = <blank>

  • Object = PCH__Tag__c

  • Required Permission = <blank>

Sentry Issue

  • Bypass Execution = FALSE

  • Bypass Permission = <blank>

  • Class Name Flow Input = <blank>

  • Object = PCH__Sentry_Issue__e

  • Required Permission = <blank>

So far Pitcher Apps Package have only above record(s)for this custom metadata. The metadata records can to be added at the subscriber end directly and/or other Pitcher Packages can also have the metadata records for respective objects.

Trigger Action

This custom metadata Trigger Action (Trigger_Action__mdt) helps set up Trigger Actions for Triggers.

Fields and Relationship

Field Label

Field Name

Data Type

After Delete

After_Delete__c

MetadataRelationship(Trigger_Object_Settings__mdt)

After Insert

After_Insert__c

MetadataRelationship(Trigger_Object_Settings__mdt)

After Undelete

After_Undelete__c

MetadataRelationship(Trigger_Object_Settings__mdt)

After Update

After_Update__c

MetadataRelationship(Trigger_Object_Settings__mdt)

Before Delete

Before_Delete__c

MetadataRelationship(Trigger_Object_Settings__mdt)

Before Insert

Before_Insert__c

MetadataRelationship(Trigger_Object_Settings__mdt)

Before Update

Before_Update__c

MetadataRelationship(Trigger_Object_Settings__mdt)

Bypass Execution

Bypass_Execution__c

Checkbox

Bypass Permission

Bypass_Permission__c

Text(255)

Class Name

Class_Name__c

Text(255)

Description

Description__c

LongTextArea(4000)

Flow Name

Flow_Name__c

Text(255)

Flow Recursion

Flow_Recursion__c

Checkbox

Required Permission

Required_Permission__c

Text(255)

Sequence

Sequence__c

Number(18,3)

Managed Metadata Records

Name

Field Values

TA_Tag_CopyAccountShare

  • After Delete = <blank>

  • After Insert = Tag

  • After Undelete = <blank>       

  • After Update = <blank>

  • Flow Recursion = false

  • Class Name = TA_Tag_CopyAccountShare

  • Before Delete = <blank>

  • Before Insert = <blank>

  • Before Update = <blank>

  • Bypass Execution = true

  • Bypass Permission = <blank>

  • Description = It copies the Sharing Records from parent Account record, after insert of Tag record

  • Flow Name  = <blank>

  • Sequence = 1.0

  • Required Permission = <blank>

TA_Sentry_Issue_Trigger

  • After Delete = <blank>

  • After Insert = Sentry_Issue

  • After Undelete = <blank>       

  • After Update = <blank>

  • Flow Recursion = FALSE

  • Class Name = TA_Sentry_Issue_Trigger

  • Before Delete = <blank>

  • Before Insert = <blank>

  • Before Update = <blank>

  • Bypass Execution = FALSE

  • Bypass Permission = <blank>

  • Description = Sentry Issue (after insert)

  • Flow Name  = <blank>

  • Sequence = 10.0

  • Required Permission = <blank>

TA_Location_GUID

TA_Tag_GUID

So far, Pitcher Apps Package has only the above record(s)for this custom metadata. The metadata records can be added at the subscriber end directly, and/or other Pitcher Packages can also have the metadata records for respective objects.


Custom Settings

Pitcher Apps Custom Settings

The Apps Custom Settings (PCH__Apps_Custom_Settings__c) store general settings that the Apps package requires. The custom settings include the following fields:

Fields and Relationship 

Field Label

Field Name

Data Type

Sentry: DSN

PCH__Sentry_DSN__c

Text(80)

Sentry: Debug

PCH__Sentry_Debug__c

Checkbox

Sentry: Environment Name

PCH__Sentry_Environment_Name__c

Text(80)

Sentry: Disable Issue Creation

PCH__Sentry_Disable_Issue_Creation__c

Checkbox

Sharing: Default Field

PCH__Sharing_Default_Field__c

Text(255)

Apex Sharing: Batch Size (Delta Sync)

PCH__Apex_Sharing_Batch_Size_Delta_Sync__c

Number(18, 0)


Extended Objects

This package extends the standard or custom objects from another package by adding new fields, layouts, web links or some other components.

Instance Sharing

There are below fields and resources which has been extended to this package -

Fields and Relationship

Field Label

Field Name

Data Type

Instance ID

Instance_ID_Zero__c

Number (18,0)

Instance Name

Instance_Name_Zero__c

Formula

Instance

Instance_Zero__c

Lookup(Instance)

Custom User Interface

These elements provide users with a customized (not available out of the box in Salesforce) experience.

Visualforce Pages

These are custom pages that are used in certain areas of the system to allow a user to execute custom logic.

Components

Name

Description

Deep Clone (VFP_DeepClone)

Page used for deep record cloning mechanism.

Aura Components

These are customized, reusable building blocks of the user interface.

Components

Name

Description

eventModalClose

Event sent whenever user clicks on close button of the modalWrapperAura component.

builderWrapper

Main component for displaying record builder flows. Displays either in fullscreen or modal set of steps allowing user to create new/edit records. Used to override default new/edit actions of the Salesforce objects.

modalWrapperAura

Component displaying modal window.

builderStepCanvasAura

Step that allows displaying canvas application as a part of the builder flow.

appsCanvasHolder

Wrapper for displaying canvas app in Lightning applications

Lightning Web Components

These are customized, reusable building blocks of the user interface (similar to Aura components but using newer technology).

Components

Name

Description

builderConfigValidator

Displayed in Lightning Builder Config Validator tab. Validates the MDT records that are part of Lightning Builders configuration.

builderMain

Currently unused. Main component of the builder. Since we need to display

builderProgressDisplay

Progress bar used in Lightning Builder to display current step and total number of steps.

builderStep

Universal component for displaying builder steps. Conditionally displays proper component depending on the type of builder step that needs to be currently displayed in the builder flow.

builderStepActions

Contains actions displayed at the end of the builder flow.

builderStepAllocation

Contains component used to add allocation records to the builder record.

builderStepCanvas

Unused. Once Salesforce allow hosting Canvas apps in LWC it will supersede builderStepCanvasAura

builderStepDetailsAddons

Provides additional form elements used on some of the builder types. Due to technical reasons it contains logic that is applicable for packages depending on Apps. For now it is applicable to the following builders:

Promotion Builder

Displays tactic popup that allows user to select multiple tactics that will be linked to the created/edited Promotion

Mission Builder

Displays repetition logic, allowing user to choose from different periods when the mission will be repeated. Depending on the selection of period, different inputs are displayed. For “Week” mode we can additionaly specify weekdays on which the mission will be executed. The Weekdays are coded as 1-Monday, 2-Tuesday, 3-Wednesday, etc…

builderStepDetailsBeta

Step of the builder displaying record edit form of the builder record.

builderStepSelectionDetailsBeta

Step of the builder for specyfying details of junction records related to the main builder object.

builderStepSelectionListBeta

Step of the builder allowing user to select multiple records from the filtered list that can be connected to the builder record on the next step (builderStepSelectionDetailsBeta component) via junction object. In case of edit, the records that have already been connected (junction object exist) are preselected.

datatableLookup

Used in datatablePlus. Allows displaying and modifying lookup fields on the records.

datatablePicklist

Used in datatablePlus. Allows displaying and modifying picklist fields of the records.

datatablePlus

Extension of standard datatable component. Adds new column types:

  • Picklist

  • Row selection button

datatablePlusPaginated

Extension of datatablePlus giving pagination features

datatableSelectButton

Used in datatablePlus. Displays button for selecting records. Provides better user experience and implementation than standard datatable’s checkboxes.

dateRangeInput

Universal date range input component for start and end date. It’s also been used in universalInput.

dateUtils

Javascript-only component containing utility functions related to the date/time handling.

dynamicAllocationComponentItems

Contains conditionally displayed tabs displayed in allocation step.

dynamicRelatedList

Displays related list with allocation records, displayed on builder’s allocation step.

filters

Universal component allowing displaying configurable filters on different components.

filtersButton

Universal component allowing displaying configurable filter button.

lookup

Universal component displaying lookup input. Works similar to the lookups displayed in standard Salesforce Lightning edit pages.

lookupContainer

Container for lookup component that simplifies using

modalWrapper

Universal component for displaying other components in modal

multipicklist

Universal component allowing displaying picklist with multiple selection. Options selected by user are displayed below the input as pills.

multipicklistOption

Part of multipicklist component. Displays single option displayed in the multipicklist’s selection box.

numberRangeInput

Universal number range input component for start and end date. It’s also been used in universalInput.

relatedList

Configurable component for easy displaying paginated, editable, filtered related lists.

relatedListDeletePopup

Modal confirming record removal for the dynamicRelatedList component, used in allocation step of the builder.

relatedListModal

Modal wrapper for dynamicRelatedList component, used in allocation step of the builder.

relatedListNewEditPopup

Modal for creation/editing of the records for the dynamicRelatedList component.

stringUtils

Utils for string manipulation in JS

universalForm

Universal component for displaying several universalInput components. Can be used instead of default lightning-edit-form when more customization is needed.

universalInput

Universal component for displaying configurable, polymorphic

utils

Javascript-only component containing utility functions reused by LWC components.


Platform Events

Sentry Issue

The Sentry Issue is connected to Sentry Application Monitoring and Error Tracking Software.

Fields and Relationship

Field Label

Field Name

Data Type

Content

PCH__Content__c

LongTextArea (131072)


Custom Tabs

Pitcher Apps Managed Package installs two custom tabs. 

  • Account Group - This tab allows user to view and modify Account Group records. Accessible from App Launcher in Salesforce.

  • Allocation - This tab appears when you access the Allocations app on Salesforce.

The Allocations tab

  • Tag - This is the tab that appears when you access the Tags app on Salesforce.

The Tags tab

Apex Classes

Pitcher Apps Package installs the following Apex Classes that are used for the proper functioning of the applications on the Pitcher platform:

  • SCH_AllocationProcessingBatchScheduler

  • CTL_LightningSelectionDetails

  • ITF_LightningBuilder_INT

  • Sentry_Client

  • Sentry_Environment

  • SYS_Constants

  • BLG_ApexSharing

  • Sentry_Log

  • Sentry_Context

  • Sentry_TestingController

  • BAT_ExecutionCreationBatchProcess

  • BAT_ExecutionCreationBatchProcessV2

  • CTL_LightningSelectionList

  • EXT_TagBuilderActions

  • FlowTriggerRecord

  • MetadataTriggerHandler

  • SYS_QueryUtils

  • SYS_SchemaUtils

  • SCH_ApexSharingManagerFullSync

  • SCH_ApexSharingManagerDeltaSync

  • BAT_CopyShareRecordsFullSync

  • BAT_CopyShareRecordsDeltaSync

  • BAT_ValidateApexSharing

  • Sentry_Dsn

  • Sentry_Event

  • Sentry_Exception

  • LWC_Ctrl_DynamicLayout

  • DynamicCMP_Utility

  • SYS_RelatedListController

  • EXT_TagBuilder_CTL

  • Sentry_Config

  • LWC_Ctrl_DynamicAllocationComponent

  • SCH_TagAllocationBatchScheduler

  • BAT_AllocationProcessingBatchProcess

  • Sentry_TestingMiddleware

  • SYS_AllocationUtility

  • Sentry

  • SCH_SiteAllocationBatchScheduler

  • CTL_Filters

  • CTL_LookupContainer

  • LookupSearchResult

  • PicklistWrapper

  • TriggerAction

  • TriggerActionFlow

  • SCH_ObjMappingManager

  • BAT_ObjMappingInsertion

  • TA_Sentry_Issue_Trigger

  • TA_GenerateGUID

  • Sentry_Issue_Handler

  • Sentry_LogMessage

  • CTL_BuilderConfigValidator

  • CTL_LightningBuilder

  • Sentry_ApiMock

  • Sentry_TestingThrower

  • Sentry_ExceptionFactory

  • SYS_CustomException

  • ITF_LightningBuilder_EXT

  • QUE_ExecuteDmlQueuableBatches

  • FilterUtils

  • BAT_DeleteBatchProcess

  • CTV_DeepClone

  • BLG_SObjectDeepClone

  • SYS_DeepCloneHandler

  • CTL_BuilderStepActions

  • CTL_BuilderStepDetails

  • CTL_BuilderStepSelectionDetails

  • CTL_BuilderStepSelectionList

  • ITF_BuilderStepActions

  • ITF_BuilderStepSelectionDetails

  • ITF_BuilderStepSelectionDetails2

  • SYS_Utility

  • SCB_ApexSharingManager (DEPRECATED)

  • BAT_CopyShareRecords (DEPRECATED)

Apex Triggers

Pitcher APPS Managed Package installs the following Apex Triggers as listed below -

Name

Object

Description

Sentry_Issue_Trigger

Sentry_Issue__e

Trigger to create Sentry logs for Pitcher APPS functionalities. Since managed packages logs can only be viewed by activating the Salesforce Feature but Sentry logs enable to create and monitor logs without enabling Salesforce feature for Managed Package logs.

LocationTrigger

Location__c

Generates External Id GUID

TagTrigger

Tag__c

Generates External Id GUID

Permission Sets

Pitcher Apps Managed Package installs the following two permission sets that are used for proper access on Pitcher application usage:

  • PITCHER-Apps Rep - This permission set is used to set permissions for sales representatives and account managers for front-end usage.

  • PITCHER-Apps Operations - This permission set is used to set permissions for business administrators for back-end (Salesforce) usage.

  • PITCHER-Account Groups Admin - This permission is used for administrating the Account Groups

  • PITCHER-Account Groups RO - This permission gives possibility to read Account Groups

Package Installation

To learn how to install this package and the post-installation steps, see Installing the Apps Managed Package.

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