The Pitcher Engagement Plan Managed Package allows end-users to create engagement plans to track target objectives between engagements like InPeson, Remote, or Multichannel vs the actual engagements.
This document describes the contents and configuration of the latest Pitcher Engagement Plan Managed Package.
Package Components A Package Component is a fundamental building block of development. Check this Salesforce Package-able Components Documentation for different supported components which can be packaged.
Viewing components during installation
Viewing components after installation
Custom Objects Pitcher Mission Managed Package installs the following custom objects listed below:
Cycle Object A Cycle (PCH__Cycle__c) object helps define the cycle and the engagement plan.
Fields and Relationship
Field Label
Field Name
Data Type
Created By
CreatedById
Lookup(User)
Cycle Name
Name
Text (80)
Start Date
PCH__Start_Date__c
Date
End Date
PCH__End_Date__c
Date
Status
PCH__Status__c
Picklist
External Id
PCH__External_Id__c
Text (255) (External Id) (Unique Case Sensitive)
Previous Cycle
PCH__Previous_Cycle__c
Lookup(Cycle)
Sharing Code
PCH__Sharing_Code__c
Text(255)
Last Modified By
LastModifiedById
Lookup(User)
Owner
OwnerId
Lookup(User,Group)
Resources
Component Name
Component Type
All
List View
Cycle Layout
Page Layout
StartDate_Greater_Than_EndDate
Validation Rule
Engagement Plan An Engagement Plan (PCH__Engagement_Plan__c) object defines the target group for a specific user in each cycle.
Fields and Relationship
Field Label
Field Name
Data Type
Actual Count
PCH__Actual_Count__c
Roll-Up Summary (COUNT Engagement Plant Target)
Actual Engagements
PCH__Actual_Engagements__c
Roll-Up Summary (SUM Engagement Plan Target → Actual Engagements)
Actual Engagements (Impact)
PCH__Actual_Engagements_Impact__c
Roll-Up Summary (SUM Engagement Plan Target → Actual Engagements (Impact))
Actual Engagements (Target)
PCH__Actual_Engagements_Target__c
Roll-Up Summary (SUM Engagement Plan Target → Actual Engagements (Target))
Approval Status
PCH__Approval_Status__c
Picklist
Attainment
PCH__Attainment__c
Formula (Percent)
Attainment (Target)
PCH__Attainment_Target__c
Formula (Percent)
Coverage
PCH__Coverage__c
Formula (Percent)
Created By
CreatedById
Lookup(User)
Cycle
PCH__Cycle__c
Lookup(Cycle)
Expected Attainment to date
PCH__Expected_Attainment_to_date__c
Roll-Up Summary (SUM Engagement Plan Target → Expected Attainment to date)
Frequency
PCH__Frequency__c
Number (18, 2)
Description
PCH__Description__c
Text Area(255)
End Date
PCH__End_Date__c
Formula (Date)
Engagement Plan Name
Name
Text(80)
Expected Attainment to date
PCH__Expected_Attainment_to_date__c
Roll-Up Summary (SUM Engagement Plan Target)
External Id
PCH__External_Id__c
Text(255) (External ID) (Unique Case Sensitive)
Inactive
PCH__Inactive__c
Checkbox
Last Modified By
LastModifiedById
Lookup(User)
Locked
PCH__Locked__c
Checkbox
Owner
OwnerId
Lookup(User,Group)
Planned Attainment
PCH__Planned_Attainment__c
Formula (Percent)
Planned Engagements
PCH__Planned_Engagements__c
Roll-Up Summary (SUM Engagement Plan Target)
Remaining Engagements
PCH__Remaining_Engagements__c
Formula (Number)
Sharing Code
PCH__Sharing_Code__c
Text(255)
Start Date
PCH__Start_Date__c
Formula (Date)
Status
PCH__Status__c
Picklist
Target Count
PCH__Target_Count__c
Roll-Up Summary (COUNT Engagement Plan Target → Engagement Plan)
Target Engagements
PCH__Target_Engagements__c
Roll-Up Summary (SUM Engagement Plan Target)
Territory
PCH__Territory__c
Text(255)
Unsubmitted Engagements
PCH__Unsubmitted_Engagements__c
Roll-Up Summary (SUM Engagement Plan Target)
Resources
Component Name
Component Type
Engagement Plan Layout
Page Layout
All
List View
Engagement Plan Target An Engagement Plan Target (PCH__Engagement_Plan_Target__c) object defines the target for a specific user cycle.
Fields and Relationship
Field Label
Field Name
Data Type
Account
PCH__Account__c
Lookup(Account)
Actual Engagements
PCH__Actual_Engagements__c
Roll-Up Summary (SUM Engagement Plan Target Channel → Actual Engagements)
Actual Engagements (Impact)
PCH__Actual_Engagements_Impact__c
Roll-Up Summary (SUM Engagement Plan Target Channel → Actual Engagements (Impact))
Actual Engagements (Target)
PCH__Actual_Engagements_Target__c
Roll-Up Summary (SUM Engagement Plan Target Channel → Actual Engagements (Target))
Address
PCH__Address__c
Formula (Text)
Approval Status
PCH__Approval_Status__c
Picklist
Attainment
PCH__Attainment__c
Formula (Percent)
Attainment (Target)
PCH__Attainment_Target__c
Formula (Percent)
Contact
PCH__Contact__c
Lookup(Contact)
Created By
CreatedById
Lookup(User)
Engagement Plan
PCH__Engagement_Plan__c
Master-Detail(Engagement Plan)
Engagement Plan Target Name
Name
Auto Number
Expected Attainment to date
PCH__Expected_Attainment_to_date__c
Roll-Up Summary (SUM Engagement Plan Target Channel → Expected Attainment to date)
External Id
PCH__External_Id__c
Text(255) (External ID) (Unique Case Sensitive)
Inactive
PCH__Inactive__c
Checkbox
Last Modified By
LastModifiedById
Lookup(User)
Parent Account
PCH__Parent_Account__c
Formula (Text)
Planned Attainment
PCH__Planned_Attainment__c
Formula (Percent)
Planned Engagements
PCH__Planned_Engagements__c
Roll-Up Summary (SUM Engagement Plan Target Channel)
Remaining Engagements
PCH__Remaining_Engagements__c
Formula (Number)
Segment
PCH__Segment__c
Text(255)
Status
PCH__Status__c
Picklist
Target Engagements
PCH__Target_Engagements__c
Roll-Up Summary (SUM Engagement Plan Target Channel)
Unsubmitted Engagements
PCH__Unsubmitted_Engagements__c
Roll-Up Summary (SUM Engagement Plan Target Channel)
Resources
Component Name
Component Type
Engagement Plan Target Layout
Page Layout
All
List View
Engagement Plan Target Channel An Engagement Plan Target Channel (PCH__Engagement_Plan_Target_Channel__c) object defines the target for a specific the channel.
Fields and Relationship
Field Label
Field Name
Data Type
Actual Engagements
PCH__Actual_Engagements__c
Number(18,0)
Actual Engagements (Impact)
PCH__Actual_Engagements_Impact__c
Number(18,0)
Actual Engagements (Target)
PCH__Actual_Engagements_Target__c
Number(18,0)
Approval Status
PCH__Approval_Status__c
Picklist
Attainment
PCH__Attainment__c
Number(18,2)
Attainment (Target)
PCH__Attainment_Target__c
Number(18,2)
Created By
CreatedById
Lookup(User)
Channel
PCH__Channel__c
Picklist(In Person, Remote, Messages)
Channel Impact
PCH__Channel_Impact__c
Number(18,2)
Engagement Plan Target
PCH__Engagement_Plan_Target__c
Master-Detail(Engagement Plan Target)
Engagement Plan Target Channel Name
Name
Auto Number
Expected Attainment to date
PCH__Expected_Attainment_to_date__c
Number(18,0)
Last Modified By
LastModifiedById
Lookup(User)
Planned Attainment
PCH__Planned_Attainment__c
Number(18,2)
Planned Engagements
PCH__Planned_Engagements__c
Number(18,0)
Remaining Engagements
PCH__Remaining_Engagements__c
Number(18,0)
Segment Target Channel
PCH__Segment_Target_Channel__c
Lookup(Segment Target Channel)
Status
PCH__Status__c
Picklist
Target Engagements
PCH__Target_Engagements__c
Number(18,0)
Unsubmitted Engagements
PCH__Unsubmitted_Engagements__c
Number(18,0)
User Modified
PCH__User_Modified__c
Checkbox
Weight
PCH__Weight__c
Number(18,2)
Resources
Component Name
Component Type
Engagement Plan Target Channel Layout
Page Layout
All
List View
Segment Target An Segment Target (PCH__Segment_Target__c) object is used to define the channels for a specific target.
Fields and Relationship
Field Label
Field Name
Data Type
Account
PCH__Account_Segment__c
Lookup(Tag) Type = Account Segment
Created By
CreatedById
Lookup(User)
Cycle
PCH__Cycle__c
Lookup(Cycle)
Last Modified By
LastModifiedById
Lookup(User)
Sharing Code
PCH__Sharing_Code__c
Text(255)
Status
PCH__Technical_Status__c
Picklist(Draft, Active, Inactive)
Resources
Component Name
Component Type
Segment Target Layout
Page Layout
All
List View
Segment Target Channel An Segment Target Channel (PCH__Segment_Target_Channel__c) object is used to define the channels for a specific target.
Fields and Relationship
Field Label
Field Name
Data Type
Channel
PCH__Channel__c
Picklist(In Person, Remote, Messages)
Channel Impact
PCH__Channel_Impact__c
Number(18,2)
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Segment Target
PCH__Segment_Target__c
Master-Detail(Segment Target)
Status
PCH__Status__c
Picklist(Active, Inactive)
Target Engagements
PCH__Target_Engagements__c
Number(18,0)
Resources
Component Name
Component Type
Segment Target Channel Layout
Page Layout
All
List View
Pitcher Engagement Plan Managed Package installs the following custom metadata components listed below:
Engagement Activity (Engagement_Activity__mdt) Fields and Relationships
Field Label
Field Name
Data Type
Calculations Enabled
PCH__Calculations_Enabled__c
Checkbox
Managed Metadata Records
Name
Field Values
Calculations_Enabled
Engagement Plan Query Setting (Engagement_Plan_Query_Setting__mdt) Fields and Relationships
Field Label
Field Name
Data Type
Account Field API Name
PCH__Account_Field_API_Name__c
Text(255)
Active
PCH__Active__c
Checkbox
Engagement Plan Target Where Condition
PCH__Engagement_Plan_Target_Where_Condition__c
Long Text Area(32768)
Object API Name
PCH__Object_API_Name__c
Text(255)
User Field API Name
PCH__User_Field_API_Name__c
Text(255)
Where Condition
PCH__Where_Condition__c
Long Text Area(32768)
Where Condition Merge Fields
PCH__Where_Condition_Merge_Fields__c
Long Text Area(32768)
Managed Metadata Records
Name
Field Values
System_Default
Trigger Object Settings (Trigger_Object_Settings__mdt) This metadata Trigger Object Setting is the first step for setting up the Trigger Action Framework for any object
Fields and Relationships
Field Label
Field Name
Data Type
Bypass Execution
PCH__Bypass_Execution__c
Checkbox
Bypass Permission
PCH__Bypass_Permission__c
Text(255)
Class Name (Flow Input)
PCH__Class_Name_Flow_Input__c
Text(100)
Object
PCH__Object__c
Text(255)
Required Permission
PCH__Required_Permission__c
Text(255)
Managed Metadata Records
Name
Field Values
Event
Bypass Execution = FALSE
Bypass Permission = <Blank>
Class Name Flow Input = <Blank>
Object = Event
Required Permission = <Blank>
Engagement_Plan_Target_Channel
Bypass Execution = FALSE
Bypass Permission = <Blank>
Class Name Flow Input = <Blank>
Object = PCH__Engagement_Plan_Target_Channel__c
Required Permission = <Blank>
Cycle
Bypass Execution = FALSE
Bypass Permission = <Blank>
Class Name Flow Input = <Blank>
Object = PCH__Cycle__c
Required Permission = <Blank>
Trigger Action (Trigger_Action__mdt) This custom metadata Trigger Action helps in setting up Trigger Actions for Triggers.
Fields and Relationships
Field Label
Field Name
Data Type
After Delete
PCH__After_Delete__c
Metadata Relationship(Trigger Object Settings)
After Insert
PCH__After_Insert__c
Metadata Relationship(Trigger Object Settings)
After Undelete
PCH__After_Undelete__c
Metadata Relationship(Trigger Object Settings)
After Update
PCH__After_Update__c
Metadata Relationship(Trigger Object Settings)
Before Delete
PCH__Before_Delete__c
Metadata Relationship(Trigger Object Settings)
Before Insert
PCH__Before_Insert__c
Metadata Relationship(Trigger Object Settings)
Before Update
PCH__Before_Update__c
Metadata Relationship(Trigger Object Settings)
Bypass Execution
PCH__Bypass_Execution__c
Checkbox
Bypass Permission
PCH__Bypass_Permission__c
Text(255)
Class Name
PCH__Class_Name__c
Text(255)
Description
PCH__Description__c
Long Text Area(4000)
Flow Name
PCH__Flow_Name__c
Text(255)
Flow Recursion
PCH__Flow_Recursion__c
Checkbox
Required Permission
PCH__Required_Permission__c
Text(255)
Sequence
PCH__Sequence__c
Number(15, 3)
Managed Metadata Records
Name
Field Values
TA_Event_CalculateEngagementBeforeDelete
Before Delete = Event
Class Name = TA_Event_CalculateEngagementPlans
Description = Process logic for Engagement Plan calculations on Trigger Handler
Sequence = 1.0Note - The fields with default values are not included.
TA_Event_CalculateEngagementPAfterInsert
After Insert = Event
Class Name = TA_Event_CalculateEngagementPlans
Description = Process logic for Engagement Plan calculations on Trigger Handler
Sequence = 1.0Note - The fields with default values are not included.
TA_Event_CalulateEngagementPAfterUpdate
After Update = Event
Class Name = TA_Event_CalculateEngagementPlans
Description = Process logic for Engagement Plan calculations on Trigger Handler
Sequence = 1.0Note - The fields with default values are not included.
TA_EPTC_UserModified_BI
Before Insert = Engagement_Plan_Target_Channel
Class Name = TA_EPTC_UserModified
Description = Helps to find if an Engagement Plan Target Channel record has been changed manually by a user or not
Sequence = 1.0Note - The fields with default values are not included.
TA_EPTC_UserModified_BU
Before Update = Engagement_Plan_Target_Channel
Class Name = TA_EPTC_UserModified
Description = Helps to find if an Engagement Plan Target Channel record has been changed manually by a user or not
Sequence = 1.0Note - The fields with default values are not included.
TA_Cycle_Activation_AU
After Update = Cycle
Class Name = TA_Cycle_Activation
Description = Identifies qualified cycle and call the batch to change the status and engagement plans' status
Sequence = 1.0
Note - The fields with default values are not included.
TA_Cycle_Validation_BI
Before Insert = Cycle
Class Name = TA_Cycle_Validation
Description = Validate Cycle status, i.e. user can not select status as current of past if not admin or not updated through batch
Sequence = 1.0
Note - The fields with default values are not included.
TA_Cycle_Validation_BU
Before Update = Cycle
Class Name = TA_Cycle_Validation
Description = Validate Cycle status, i.e. user can not select status as current of past if not admin or not updated through batch
Sequence = 1.0
Note - The fields with default values are not included.
Lightning Builder Type (Lightning_Builder_Type__mdt) See Apps package for description.
Managed Metadata Records
Label
Field Values
PCH__Segment_Target_Channel__c
N/A
Lightning Builder (Lightning_Builder__mdt) Fields & Relationships
Field Label
Field Name
Data Type
[Deprecated] Builder Controller Class
PCH__Actions_Builder_Controller_Class__c
Text(255)
[Deprecated] Custom Controller Class
PCH__Actions_Custom_Controller_Class__c
Text(255)
Actions: Clone Button
PCH__Show_Clone_Button__c
Checkbox
Actions: Delete Button
PCH__Show_Delete_Button__c
Checkbox
Active
PCH__Active__c
Checkbox
Controller Class
PCH__Controller_Class__c
Text(255)
Lightning Builder Type
PCH__Lightning_Builder_Type__c
Metadata Relationship(Lightning Builder Type)
Record Types
PCH__Record_Types__c
Text(255)
View
PCH__View__c
Picklist
See Apps package for description.
Managed Metadata Records
Label
Field Values
Segment Target Builder
N/A
Lightning Builder Item (Lightning_Builder_Item__mdt) Fields & Relationships
Field Label
API Name
Data Type
Active
PCH__Active__c
Checkbox
Allow multiple records per source record
PCH__Allow_multiple_records_per_source_record__c
Checkbox
Canvas App Developer Name
PCH__Canvas_App_Developer_Name__c
Text(255)
Canvas App Parameters
PCH__Canvas_App_Parameters__c
Text(255)
Controller Class
PCH__Controller_Class__c
Text(255)
Destination (Mapping Field)
PCH__Destination_Mapping_Field__c
Text(255)
Destination (Object)
PCH__Destination_Object__c
Text(255)
Lightning Builder
PCH__Lightning_Builder__c
Metadata Relationship(Lightning Builder)
Object API
PCH__Object_API__c
Text(255)
Page Layout (Name)
PCH__Page_Layout_Name__c
Text(255)
Sequence
PCH__Sequence__c
Number(18, 0)
Show Clone Action
PCH__Show_Clone_Action__c
Checkbox
Show Delete Action
PCH__Show_Delete_Action__c
Checkbox
Source (Object)
PCH__Source_Object__c
Text(255)
Static Where Clause
PCH__Static_Where_Clause__c
Text(255)
Title
PCH__Title__c
Text(255)
Type
PCH__Type__c
Picklist
Managed Metadata Records
Label
Field Values
Segment_Target_Actions
N/A
Segment_Target_Channel_Details
N/A
Segment_Target_Details
N/A
Lightning Builder Table Item (Lightning_Builder_Table_Item__mdt) Fields & Relationships
Field Label
API Name
Data Type
Active
PCH__Active__c
Checkbox
API Name (Destination)
PCH__API_Name__c
Text(255)
API Name (Source)
PCH__API_Name_Source__c
Text(255)
Autofill (Value)
PCH__Value__c
Text(255)
Data Type
PCH__Data_Type__c
Picklist
Display
PCH__Display__c
Checkbox
Filter
PCH__Filter__c
Checkbox
Label (Field)
PCH__Label_Field__c
Text(255)
Lightning Builder Item
PCH__Lightning_Builder_Item__c
Metadata Relationship(Lightning Builder Item)
Permission
PCH__Permission__c
Picklist
Search
PCH__Search__c
Checkbox
Sequence
PCH__Sequence__c
Number(18, 0)
Where Clause Source Column
PCH__Where_Clause_Source_Column__c
Text(255)
See Apps package for description.
Managed Metadata Records
Label
Field Values
Segment_Target_Channel_Channel
N/A
Segment_Target_Channel_Target_Engts
N/A
Custom Index Custom Index helps in querying large amounts of data efficiently. Below are the fields for which Custom Index has been enabled -
Object Name
Field Name
Cycle__c
External_Id__c
Engagement_Plan__c
External_Id__c
Engagement_Plan_Target__c
External_Id__c
Custom Tabs The Pitcher Engagement Plan Package installs Cycle , Engagement Plan, Engagement Plan Target, Segment Target and Segment Target Channel custom tabs. Any custom additional permission sets can also be used to determine the tab’s access.
Apex Classes Pitcher Engagement Plan Package installs the following Apex Classes that are used for the proper functioning of the applications on the Pitcher platform:
