The Questionnaire Managed Package provides the dynamic questionnaire and survey structure to Pitcher Application with management and maintenance capability from Salesforce.
This document describes the contents and configuration of the latest Pitcher’s Questionnaire 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 Questionnaire Managed Package installs the following custom objects listed below:
Pitcher Questionnaire Template Object
A Pitcher Questionnaire Template object allows you to define templates to show in the Questionnaire interactive. These templates can have additional filter options, so that specific accounts/contacts/users can see specific templates.
Fields and Relationship
Field Label | Field Name | Data Type |
|---|
Account Target Field | pit_q__Account_Target_Field__c
| Text(255) |
Account Target Value | pit_q__Account_Target_Value__c
| Text(255) |
Active | pit_q__Active__c
| Checkbox |
Audit Template Name | Name
| Text(80) |
Autofill with Campaigns | pit_q__Autofill_Campaigns__c
| Checkbox |
Created By | CreatedById
| Lookup(User) |
ExternalID | pit_q__ExternalID__c
| Text(255) (External ID) |
Filter | pit_q__Filter__c
| Text(255) |
Last Modified By | LastModifiedById
| Lookup(User) |
Market | pit_q__Market__c
| Text(255) |
Owner | OwnerId
| Lookup(User,Group) |
Template Identifier | pit_q__Template_Identifier__c
| Text(255) |
Resources
Component Name | Component Type |
|---|
All | List View |
Audit Template Layout | Page Layout |
Pitcher Question Translation Object
A Pitcher Question Translation object stores translated data for the questions. If the question is added to the template and the record respective to the rep's language is present, the rep will view the question with this translated record.
Fields and Relationship
Field Label | Field Name | Data Type |
|---|
Audit Question | pit_q__Audit_Question__c
| Master-Detail(Pitcher Question) |
Created By | CreatedById
| Lookup(User) |
Language/Market | pit_q__Language_Market__c
| Text(255) |
Last Modified By | LastModifiedById
| Lookup(User) |
Migration ID | pit_q__Migration_ID__c
| Text(255) (External ID) |
Question Translation Name | Name
| Auto Number |
Translation | pit_q__Translation__c
| Text Area(255) |
Resources
Component Name | Component Type |
|---|
Question Translation Layout | Page Layout |
All | List View |
Pitcher Questionnaire Template Question Object
A Pitcher Questionnaire Template Question object stores Questions and Sections that are added to Pitcher Questionnaire Template.
Fields and Relationship
Field Label | Field Name | Data Type |
|---|
Active | pit_q__Active__c
| Checkbox |
Audit Question | pit_q__Audit_Question__c
| Master-Detail(Pitcher Question) |
Audit Template | pit_q__Audit_Template__c
| Master-Detail(Pitcher Questionnaire Template) |
Audit Template Question Name | Name
| Auto Number |
Created By | CreatedById
| Lookup(User) |
Last Modified By | LastModifiedById
| Lookup(User) |
Migration ID | pit_q__Migration_ID__c
| Text(255) (External ID) |
Resources
Component Name | Component Type |
|---|
Question Translation Layout | Page Layout |
Pitcher Questionnaire Response Object
This is the main object that stores all response records of the saved questionnaires. When a Rep fills in and submits a questionnaire, one parent response record gets created with the child response Items.
Fields and Relationship
Field Label | Field Name | Data Type |
|---|
-Total Store Audit % | pit_q__Total_Store_Audit__c
| Formula (Percent) |
Account | pit_q__Account__c
| Master-Detail(Account) |
Comment | pit_q__Audit_Response_Comment__c
| Long Text Area(32768) |
Created By | CreatedById
| Lookup(User) |
ExternalID | pit_q__ExternalID__c
| Text(255) (External ID) |
Last Audit | pit_q__Last_Audit__c
| Checkbox |
Last Modified By | LastModifiedById
| Lookup(User) |
Name | Name
| Auto Number |
Pitcher Presentation | pit_q__PitcherPresentation__c
| Lookup(Pitcher Presentation) |
Status | pit_q__Status__c
| Text(255) |
Total Points | pit_q__Total_Audit_Response__c
| Roll-Up Summary (SUM Pitcher Questionnaire Response Item) |
Total Score | pit_q__Total_Audit_Result__c
| Percent(18, 0) |
Total Weight | pit_q__Total_Audit_Question_Weight__c
| Roll-Up Summary (SUM Pitcher Questionnaire Response Item) |
User | pit_q__User__c
| Lookup(User) |
Visit | pit_q__Visit__c
| Lookup(Pitcher Presentation) |
Resources
Component Name | Component Type |
|---|
Audit Response Layout | Page Layout |
All | List View |
Pitcher Campaign Member Object
This object stores info of the members of the questionnaire's related campaign. Mostly for Audits.
Fields and Relationship
Field Label | Field Name | Data Type |
|---|
Account | pit_q__Account__c
| Lookup(Account) |
Created By | CreatedById
| Lookup(User) |
Last Modified By | LastModifiedById
| Lookup(User) |
Pitcher Campaign | pit_q__Pitcher_Campaign__c
| Master-Detail(Pitcher Campaign) |
Pitcher Campaign Member Name | Name
| Auto Number |
Resources
Component Name | Component Type |
|---|
Audit Response Item Layout | Page Layout |
Pitcher Questionnaire Response Item Object
This object stores the response to each question in a questionnaire.
Fields and Relationship
Field Label | Field Name | Data Type |
|---|
Audit Response % | pit_q__Audit_Response_percentage__c
| Formula (Percent) |
Audit Response Second Currency | pit_q__Audit_Response_Second_Currency__c
| Currency(16, 2) |
Audit Response Second Number | pit_q__Audit_Response_Second_Number__c
| Number(16, 2) |
Audit Response Second Text | pit_q__Audit_Response_Second_Text__c
| Text(255) |
Question Weight | pit_q__Audit_Question_Weight_calc__c
| Formula (Number) |
Audited Account | pit_q__Audited_Account__c
| Formula (Text) |
Audited Account ID | pit_q__Audited_Account_ID__c
| Formula (Text) |
Auditor | pit_q__Auditor__c
| Formula (Text) |
Bring Offline | pit_q__Bring_Offline__c
| Checkbox |
Comment | pit_q__Audit_Response_Comment__c
| Long Text Area(32768) |
Created By | CreatedById
| Lookup(User) |
Date | pit_q__Audit_Response_Date__c
| Date |
ExternalID | pit_q__ExternalID__c
| Text(255) (External ID) |
Last Audit | pit_q__Last_Audit__c
| Formula (Checkbox) |
Last Modified By | LastModifiedById
| Lookup(User) |
Name | Name
| Auto Number |
Price Info | pit_q__Price_Info__c
| Currency(16, 2) |
Question | pit_q__Audit_Question__c
| Master-Detail(Pitcher Question) |
Question Weight | pit_q__Audit_Question_Weight__c
| Number(18, 0) |
Questionnaire | pit_q__Audit__c
| Master-Detail(Pitcher Questionnaire Response) |
Related Audit Product | pit_q__Related_Audit_Product__c
| Lookup(Pitcher Questionnaire Product) |
Related Campaign | pit_q__Related_Campaign__c
| Lookup(Pitcher Campaign) |
Related Company | pit_q__Related_Company__c
| Lookup(Pitcher Company) |
Related Product Line | pit_q__Related_Product_Line__c
| Lookup(Pitcher Product Line) |
Related Reference | pit_q__Related_Reference__c
| Lookup(Pitcher Reference) |
Response Picklist 1 | pit_q__Response_Picklist_1__c
| Picklist |
Response Picklist 2 | pit_q__Response_Picklist_2__c
| Picklist |
Response Text | pit_q__Audit_Response_Text__c
| Text(255) |
Score | pit_q__Audit_Response__c
| Number(11, 0) |
Section Score | pit_q__Section_Score__c
| Percent(18, 0) |
Resources
Component Name | Component Type |
|---|
Audit Response Item Layout | Page Layout |
Pitcher Questionnaire Product Object
This object stores details of products for to a questionnaire for audit purposes.
Fields and Relationship
Field Label | Field Name | Data Type |
|---|
Audit Product Category | pit_q__Audit_Product_Category__c
| Master-Detail(Pitcher Product Category) |
Audit Product Name | Name
| Text(80) |
Competitor Product | pit_q__Competitor_Product__c
| Lookup(Pitcher Questionnaire Product) |
Created By | CreatedById
| Lookup(User) |
Last Modified By | LastModifiedById
| Lookup(User) |
Product | pit_q__Product__c
| Lookup(Product) |
Related Product | pit_q__Related_Product__c
| Lookup(Pitcher Questionnaire Product) |
Resources
Component Name | Component Type |
|---|
Audit Response Item Layout | Page Layout |
Pitcher Product Category Object
This object stores the categories for the products added to the questionnaire mostly for audit purposes.
Fields and Relationship
Field Label | Field Name | Data Type |
|---|
Created By | CreatedById
| Lookup(User) |
Last Modified By | LastModifiedById
| Lookup(User) |
Owner | OwnerId
| Lookup(User,Group) |
Parent Category | pit_q__Parent_Category__c
| Lookup(Pitcher Product Category) |
Product Category Name | Name
| Text(80) |
Resources
Component Name | Component Type |
|---|
Product Category Layout | Page Layout |
Pitcher Question Select
This object stores options related to a multi-select question type.
Fields and Relationship
Field Label | Field Name | Data Type |
|---|
Created By | CreatedById
| Lookup(User) |
Last Modified By | LastModifiedById
| Lookup(User) |
Pitcher Question | pit_q__Pitcher_Question__c
| Master-Detail(Pitcher Question) |
Pitcher Question Select Name | Name
| Text(80) |
Position | pit_q__Position__c
| Number(18, 0) |
Value | pit_q__Value__c
| Text(255) |
Resources
Component Name | Component Type |
|---|
Pitcher Question Select Layout | Page Layout |
Pitcher Question
This object stores questions that are added to a questionnaire.
Fields and Relationship
Field Label | Field Name | Data Type |
|---|
Created By | CreatedById
| Lookup(User) |
Last Modified By | LastModifiedById
| Lookup(User) |
Pitcher Question | pit_q__Pitcher_Question__c
| Master-Detail(Pitcher Question) |
Pitcher Question Select Name | Name
| Text(80) |
Position | pit_q__Position__c
| Number(18, 0) |
Value | pit_q__Value__c
| Text(255) |
Resources
Component Name | Component Type |
|---|
All | List View |
Free Text | Record Type |
True-False-Deprecated | Record Type |
True/False | Record Type |
True/False/NA | Record Type |
Slider | Record Type |
All Questions | List View |
Select Question Edit | Page Layout |
Audit Question Layout | Page Layout |
Picklist | Record Type |
Section | Record Type |
Sections | List View |
All | List View |
Sub Question Edit | Page Layout |
Pitcher Question Condition Object
This object stores conditions that are added to certain questions.
Fields and Relationship
Field Label | Field Name | Data Type |
|---|
Apply To All | pit_q__Apply_To_All__c
| Checkbox |
Condition Answer1 | pit_q__Condition_Answer1__c
| Text(255) |
Condition Answer2 | pit_q__Condition_Answer2__c
| Text(255) |
Condition Check | pit_q__Condition_Check__c
| Picklist |
Created By | CreatedById
| Lookup(User) |
Last Modified By | LastModifiedById
| Lookup(User) |
Main Question | pit_q__Main_Question__c
| Lookup(Pitcher Question) |
Owner | OwnerId
| Lookup(User,Group) |
Pitcher Question Condition Name | Name
| Text(80) |
Pitcher Questionnaire Template | pit_q__Pitcher_Questionnaire_Template__c
| Lookup(Pitcher Questionnaire Template) |
Target Question | pit_q__Target_Question__c
| Lookup(Pitcher Question) |
Resources
Component Name | Component Type |
|---|
Pitcher Question Condition Layout | Page Layout |
Pitcher Campaign Object
This object stores campaign records related to the questionnaire mostly for audit purposes.
Fields and Relationship
Field Label | Field Name | Data Type |
|---|
Campaign Expiry | pit_q__Campaign_Expiry__c
| Date |
Campaign Kickoff | pit_q__Campaign_Kickoff__c
| Date |
Created By | CreatedById
| Lookup(User) |
Last Modified By | LastModifiedById
| Lookup(User) |
Migration ID | pit_q__Migration_ID__c
| Text(255) (External ID) |
Owner | OwnerId
| Lookup(User,Group) |
Pitcher Campaign Name | Name
| Text(80) |
Resources
Component Name | Component Type |
|---|
All | List View |
Pitcher Campaign Layout | Page Layout |
Pitcher Questionnaire Response Select Object
This object stores each response related to a multi-select question type.
Fields and Relationship
Field Label | Field Name | Data Type |
|---|
Created By | CreatedById
| Lookup(User) |
Last Modified By | LastModifiedById
| Lookup(User) |
Owner | OwnerId
| Lookup(User,Group) |
Pitcher Question Select | pit_q__Pitcher_Question_Select__c
| Lookup(Pitcher Question Select) |
Pitcher Questionnaire Response Item | pit_q__Pitcher_Questionnaire_Response_Item__c
| Lookup(Pitcher Questionnaire Response Item) |
Response Select Name | Name
| Text(80) |
Resources
Component Name | Component Type |
|---|
Pitcher Questionnaire Response Select Layout | Page Layout |
Extended Components
The Pitcher’s Questionnaire Managed Package installs the following components within other standard objects to link records:
Components
Component Label | Parent Object | Component Type |
|---|
Pitcher Language | User | Custom Field |
Pitcher Market | User | Custom Field |
Permission Sets
Pitcher Questionnaire Managed Package installs the following permission sets that are used for proper access on Pitcher application usage:
PITCHER-Questionnaire Admin - This permission set is used to set administrator permissions for back-end (Salesforce) usage.
PITCHER-Questionnaire Rep - This permission set is used to set permissions for front-end users.
Custom Tabs
Pitcher’s Questionnaire Managed Package installs the following custom tabs that appear when you access certain objects on Salesforce.
Pitcher Questionnaire Template Question
Pitcher Questionnaire Template Question
Pitcher Question
Pitcher Campaign
Pitcher Questionnaire Response
These tabs are made available to users using the admin permissions described above. Any custom additional permission sets can also be used to determine a tab’s access.
Apex Classes
PIT_LastAuditCalculator
zTest_PIT_LastAudit
zTest_Question_autofill
PIT_Question_Autofill
