Teams Managed Package Details

Teams Managed Package allows you to set up the Pitcher’s Teams application base by extending custom fields to other managed packages and defining the application’s functionality.

This document describes the contents and configuration of the latest Pitcher’s Teams 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 Teams Managed Package installs four custom objects which are listed below.

Shift
Time Off
Teams App Settings

Shift

Shift (Shift__c) object stores and tracks the Shift information and details for each Pitcher Teams user.

Fields and Relationships

Field Label	Field Name	Data Type
Shift ID	`Name`	Auto Number
Created By	`CreatedById`	Lookup(User)
Last Modified By	`LastModifiedById`	Lookup(User)
Account Team Member Change	`Account_Team_Member_Change__c`	Checkbox
Account	`Account__c`	Lookup(Account)
Active	`Active__c`	Checkbox
Delete	`Delete__c`	Checkbox
Duration Hours	`Duration_Hours__c`	Formula(Text)
End(Date)	`End_Date__c`	Date
End(Time)	`End_Time__c`	Time
Event Created (Last)	`Event_Created_Last__c`	Date
External ID	`External_ID__c`	Text(255)
Mobile	`Mobile__c`	Checkbox
Relationship Id	`Relationship_ID__c`	Text
Start (Date)	`Start_Date__c`	Date
Start (Time)	`Start_Time__c`	Time
User	`User__c`	Lookup(User)
Weekday	`Weekday__c`	Picklist

Time Off

Time Off(Time_Off__c) object is used to store and track the Time off information and details for each Pitcher Teams user.

Fields and relationships

Field Label	Field Name	Data Type
Time Off ID	`Name`	Auto Number
Created By	`CreatedById`	Lookup(User)
Last Modified By	`LastModifiedById`	Lookup(User)
Active	`Active__c`	Checkbox
Delete	`Delete__c`	Checkbox
End(Date)	`End_Date__c`	Date
External ID	`External_ID__c`	Text(255)
Reason	`Reason__c`	Picklist
Start (Date)	`Start_Date__c`	Date
Status	`Status__c`	Picklist
Type	`Type__c`	Picklist
User	`User__c`	Lookup(User)

Custom Fields & Resources

The Pitcher Teams Managed Package extends many custom fields to the following standard or custom SFDC objects as listed below:

Activity

The Activity (Activity) object is used to store to extend Event and Task standard functionality on Salesforce.

Fields and Relationships

Field Label	Field Name	Data Type
Shift	`Shift__c`	Lookup(Shift)

User

User(User) object extends standard salesforce functionality

Fields and relationships

Field Label	Field Name	Data Type
`Status`	`Status__c`	Picklist

Custom Metadata Objects

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

Trigger Action

This custom metadata (PCH__Trigger_Action__mdt) helps set up logic that runs on trigger events.

Fields and Relationships

Fields and Relationships are part of Pitcher Apps.

Managed Metadata Records

Label	Field Values
`TA_Shift_EnforceAtmRecalc`	Trigger Action for Shift object for Enforcing Automatic Recalculation
`TA_Shift_RelationshipIdInsert`	Trigger Action for Shift object for constructing Relationship Id
`TA_Shift_RelationshipIdUpdate`	Trigger Action for Shift object for constructing Relationship Id
`TA_TimeOff_ConvertToEventsInsert`	Trigger Action for Time Off object for converting time off to events
`TA_TimeOff_ConvertToEventsUpdate`	Trigger Action for Time Off object for converting time off to events
`TA_TimeOff_MaintainUserStatusInsert`	Trigger Action for Time Off object for maintaining Users Status
`TA_TimeOff_MaintainUserStatusUpdate`	Trigger Action for Time Off object for maintaining Users Status

Trigger Object Settings

This custom metadata (PCH__Trigger_Object_Settings__mdt) is used to set up the Trigger Action Framework for any object.

Fields and Relationships

Fields and Relationships are part of Pitcher Apps.

Managed Metadata Records

Label	Object
`Shift`	Bypass Execution = false Bypass Permission = <blank> Class Name Flow Input = <blank> Object = PCH__Shift__c Required Permission = <blank>
`Time Off`	Bypass Execution = false Bypass Permission = <blank> Class Name Flow Input = <blank> Object = PCH__Shift__c Required Permission = <blank>

Teams App Settings

Teams App Settings Teams_App_Settings__mdt is a custom metadata type object that stores all settings about the Teams App Settings application.

Fields and relationships

Field Label	Field Name	Data Type
`Account Teams: Account Access`	`ATM_Account_Access__c`	Picklist
`Account Teams: Case Access`	`ATM_Case_Access__c`	Picklist
`Account Teams: Contact Access`	`ATM_Contact_Access__c`	Picklist
`Account Teams: Opportunity Access`	`ATM_Opportunity_Access__c`	Picklist
`Account Teams: Role (Default)`	`ATM_Role_Default__c`	Text
`Share Time Off : Batch Size`	`Share_Time_Off_Batch_Size__c`	Number
`Share Time Off`	`Share_Time_Off__c`	Checkbox
`Shift: Event Conversion Timeframe (Days)`	`Shift_Event_Conversion_Timeframe__c`	Number
`Time Off: Event Type (Default)`	`Time_Off_Event_Type_Default__c`	Text

Custom Tabs

Pitcher Teams Managed Package installs two custom tabs available through the permission set mentioned earlier and can be assigned with custom additional permission sets if required.

Shifts - This tab appears when you access the Teams app on Salesforce.
Time Off - This tab appears when you access the Teams app on Salesforce.

Permission Sets

Pitcher TeamsManaged Package installs one permission set listed on the screenshot below. These are used for proper access to Pitcher application usage.

Teams-Rep - This permission set is used to set permissions for sales representatives and account managers for front-end usage

Apex Classes

Pitcher Teams Managed Package installs 16 Apex Classes listed on the screenshot below. These are used for proper application functionality on Pitcher platform general application usage.

SCB_AccountTeamsCleaning.cls
SCB_AccountTeamsCleaning_TST.cls
SCB_AccountTeamsFromShiftsProcessing.cls
SCB_AccountTeamsFromShiftsProcessing_TST.cls
SCB_ActiveFlagsMaintenance.cls
SCB_ActiveFlagsMaintenance_TST.cls
SCB_EventsFromShiftsProcessing.cls
SCB_EventsFromShiftsProcessing_TST.cls
SCB_ShareTimeOffWithMgr.cls
SCB_ShareTimeOffWithMgr_TST.cls
SYS_Teams_Constants.cls
SYS_Teams_Utility.cls
TRH_Shift.cls
TRH_Shift_TST.cls
TRH_TimeOff.cls
TRH_TimeOff_TST.cls
TA_Shift_EnforceAtmRecalc
TA_Shift_RelationshipIdInsert
TA_Shift_RelationshipIdUpdate
TA_TimeOff_ConvertToEventsInsert
TA_TimeOff_ConvertToEventsUpdate
TA_TimeOff_MaintainUserStatusInsert
TA_TimeOff_MaintainUserStatusUpdate