Zero Managed Package is a base package for Salesforce that allows you to sync foundational data like - users, accounts, permissions sets, instances, etc for Pitcher Applications use.
This document describes the contents and configuration of the latest Pitcher Zero Managed Package.
Data Model
This is a high-level data model of the Pitcher Zero Managed Package for Salesforce.
Pitcher Zero Managed Package installs the following custom objects listed below:
Pitcher Activity Discussion
Instance
Discussion Item
Pitcher Presentation
Pitcher Attendee
Pitcher Activity
Pitcher Activity Discussion
Discussion Item Discussed
Instance Discussion Item
Pitcher Feedback
Pitcher Content
Pitcher Multichannel Activity
Pitcher Multichannel Activity Line
Pitcher Sent Message
Pitcher Sync Error
Pitcher Sync Activity Tracking
Pitcher Activity Discussion
The Pitcher Activity Discussion (PITCHER__Pitcher_Activity_Discussion__c) object contains the activity discussion records
Fields and Relationship
Field Label
Field Name
Data Type
Description
Created By
CreatedById
Lookup(User)
Pitcher Activity Discussion Name
Name
Text(80)
Discussion Item
PITCHER__Discussion_Item__c
Lookup(Discussion Item)
Lookup to Discussion Item object
Page
PITCHER__Page__c
Formula (Number)
Formula field to display specific page number linked to the content and discussion item.
Page Title
PITCHER__Page_Title__c
Formula (Text)
Formula field to display specific page title linked to the content and discussion item.
Pitcher Activity
PITCHER__Pitcher_Activity__c
Master-Detail(Pitcher Activity
Master Detail relationship to Pitcher Activity object
Pitcher Feedback
PITCHER__Pitcher_Feedback__c
Lookup(Pitcher Feedback)
Lookup to Pitcher Feeback object
Pitcher Presentation
PITCHER__Pitcher_Presentation__c
Formula (Text)
Formula field to display Pitcher Presentation Name
Last Modified By
LastModifiedById
Lookup(User)
Resources
Component Name
Component Type
Pitcher Activity Discussion Layout
Page Layout
Instance
The Instance (PITCHER__Instance__c) object contains the instance details related to where the Pitcher Content is allocated.
Fields and Relationship
Field Label
Field Name
Data Type
Description
Created By
CreatedById
Lookup(User)
ID
PITCHER__ID__c
Number(18, 0)
Internal Pitcher Instance Id.
Instance Name
Name
Auto Number
Last Modified By
LastModifiedById
Lookup(User)
Owner
OwnerId
Lookup(User,Group)
Title
PITCHER__Title__c
Text(255)
Instance Name available in Pitcher Admin
Resources
Component Name
Component Type
Instance Layout
Page Layout
Discussion Item Discussed
The Discussion Item Discussed (PITCHER__Discussion_Item_Discussed__c) object allows in defining the link between Pitcher Presentation and Discussion Item.
Fields and Relationship
Field Label
Field Name
Data Type
Description
Created By
CreatedById
Lookup(User)
Discussion Item
PITCHER__Discussion_Item__c
Master-Detail(Discussion Item)
Master Detail relationship to Discussion Item object.
Discussion Item Discussed Name
Name
Auto Number
Last Modified By
LastModifiedById
Lookup(User)
Order
PITCHER__Order__c
Number(18, 0)
Number to identify the order of discussion items presented/used inside an interaction.
Pitcher Presentation
PITCHER__Pitcher_Presentation__c
Master-Detail(Pitcher Presentation)
Master Detail relationship to Pitcher Presentation object.
Reaction
PITCHER__Reaction__c
Picklist
Discussion Item Reaction
Resources
Component Name
Component Type
Discussion Item Discussed Layout
Page Layout
Pitcher Sent Message
The Pitcher Sent Message (PITCHER__Sent_Message__c) allows you to define the Sent Email template.
Fields and Relationship
Field Label
Field Name
Data Type
Description
Account
PITCHER__Account__c
Lookup(Account)
Lookup to Account object.
Channel
PITCHER__Channel__c
Picklist
Channel used for the message (Email, SMS, Viber…)
Clicked Date
PITCHER__Clicked_Date__c
Date/Time
Date Time when customer accessed the message.
Contact
PITCHER__Contact__c
Lookup(Contact)
Lookup to Contact object.
Created By
CreatedById
Lookup(User)
Delivered Date
PITCHER__Delivered_Date__c
Date/Time
Date Time when customer received the message.
External ID
PITCHER__External_ID__c
Text(255) (External ID) (Unique Case Insensitive)
Pitcher Internal Id
Last Modified By
LastModifiedById
Lookup(User)
Message
PITCHER__Message__c
Long Text Area(131072)
Message Text sent.
Owner
PITCHER__Owner__c
Lookup(User)
Lookup to User object.
Owner
OwnerId
Lookup(User,Group)
Sent Date
PITCHER__Sent_Date__c
Date/Time
Date Time when customer sent the message.
Sent Message Name
Name
Auto Number
Status
PITCHER__Status__c
Picklist
Status of Message:
Sent
Delivered
Read
Clicked
Failed
Template
PITCHER__Template__c
Text(255)
Template name from Admin.
Last Status
PITCHER__Last_Status__c
Formula (Text)
Formula field to display last status of Sent message.
Read Date
PITCHER__Read_Date__c
Date/Time
Read Date of the message.
Failed Date
PITCHER__Failed_Date__c
Date/Time
Failed Date of the message.
Failed Reason
PITCHER_Failed_Reason__c
Text (255)
Display Failed Reason of the message.
Resources
Component Name
Component Type
Pitcher Sent Message Layout
Page Layout
Pitcher Feedback
The Pitcher Feedback (PITCHER__Pitcher_Feedback__c) object allows you to store the feedback received for content or slide.
Fields and Relationship
Field Label
Field Name
Data Type
Description
Created By
CreatedById
Lookup(User)
Feedback
PITCHER__Feedback__c
Text(255)
Feedback (Reaction) captured inside an slide/page.
Last Modified By
LastModifiedById
Lookup(User)
Owner
OwnerId
Lookup(User,Group)
Page
PITCHER__Page__c
Number(5, 0)
Slide/Page Number of content presented.
Page Title
PITCHER__Page_Title__c
Text(255)
Slide/Page Name of content presented.
Pitcher Activity
PITCHER__Pitcher_Activity__c
Lookup(Pitcher Activity)
Lookup to Pitcher Activity.
Pitcher Feedback Name
Name
Auto Number
Resources
Component Name
Component Type
Pitcher Feedback Layout
Page Layout
Discussion Item
The Discussion Item (PITCHER__Discussion_Item__c) object allows you to define a list of possible topics to be tagged inside content.
Fields and Relationship
Field Label
Field Name
Data Type
Description
Created By
CreatedById
Lookup(User)
DI Target Object
PITCHER__DI_Target_Object__c
Picklist
This field is to determine the object which will be used as a discussion item target.
DI Target Value
PITCHER__DI_Target_Value__c
Picklist
This field is to determine the value which will be used to assign proper discussion item to the proper target.
Discussion Item Name
Name
Text(80)
Last Modified By
LastModifiedById
Lookup(User)
Original Type
PITCHER__Original_Type__c
Text(255)
This field is to understand if this is an original discussion item or filled from a different object field.
Owner
OwnerId
Lookup(User,Group)
Parent Discussion Item
PITCHER__Parent_Discussion_Item__c
Lookup(Discussion Item)
Lookup to Discussion Item to establish parent-child relationship.
Resources
Component Name
Component Type
Discussion Item Layout
Page Layout
Pitcher Presentation
The Pitcher Presentation (PITCHER__Pitcher_Presentation__c) object is a master object that allows to define and link child objects. One presentation represents a call submitted.
Fields and Relationship
Field Label
Field Name
Data Type
Description
Account
PITCHER__PIT_Account__c
Lookup(Account)
Interaction related to Account.
Created By
CreatedById
Lookup(User)
ExternalID
PITCHER__ExternalID__c
Text(255) (External ID)
Offline External Id
Last Modified By
LastModifiedById
Lookup(User)
Live! Meeting
PITCHER__Live_Meeting__c
Checkbox
Identify Impact Live Meeting.
Owner
OwnerId
Lookup(User,Group)
Pitcher Presentation Name
Name
Text(80)
Post Call Notes
Post_Call_Notes__c
Text Area
Capture Post Call Notes.
Pre Call Notes
Pre_Call_Notes__c
Text Area
Capture Pre Call Notes.
Presentation Date
PITCHER__Presentation_Date__c
Date/Time
Start Date Time of Interaction.
Presentation End Date
PITCHER__Presentation_End_Date__c
Date/Time
End Date Time of Interaction.
Resources
Component Name
Component Type
Pitcher Presentation Layout
Page Layout
Instance Discussion Item
The Instance Discussion Item (PITCHER__Instance_Discussion_Items__c) object allows you to define discussion Items to be Synced to each Instance.
Fields and Relationship
Field Label
Field Name
Data Type
Description
All Instances
PITCHER__All_Instances__c
Checkbox
With flag as true, Discussion Item will be used inside all instances linked to customer license.
Created By
CreatedById
Lookup(User)
Discussion Item
PITCHER__Discussion_Item__c
Lookup(Discussion Item)
Lookup to Discussion Item object.
Instance
PITCHER__Instance__c
Lookup(Instance)
Lookup to Instance object.
Instance Discussion Items Name
Name
Auto Number
Instance Name
PITCHER__Instance_Name__c
Formula (Text)
Formula field to show Instance Title.
Last Modified By
LastModifiedById
Lookup(User)
Owner
OwnerId
Lookup(User,Group)
Resources
Component Name
Component Type
Instance Discussion Item Layout
Page Layout
Pitcher Attendee
The Pitcher Attendee (PITCHER__Pitcher_Attendee__c) object allows you to define and list contacts who attended a Pitcher Presentation.
Fields and Relationship
Field Label
Field Name
Data Type
Description
Contact
PITCHER__Contact__c
Lookup(Contact)
Lookup to Contact included inside Pitcher Presentation.
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
PA Code
Name
Auto Number
Pitcher Presentation
PITCHER__Pitcher_Presentation__c
Master-Detail(Pitcher Presentation)
Master-detail field to Pitcher Presentation object.
User
PITCHER__User__c
Lookup(User)
Lookup to User included inside Pitcher Presentation as Coaching Presentation.
Resources
Component Name
Component Type
Pitcher Attendee Layout
Page Layout
Pitcher Multichannel Activity Line
The Pitcher Multichannel Activity Line (PITCHER__Multichannel_Activity_Line__c) object allows you to define content that is shared or accessed during a multichannel interaction.
Fields and Relationship
Field Label
Field Name
Data Type
Description
Account
PITCHER__Account__c
Lookup(Account)
Lookup to Account object.
Answer
PITCHER__Answer__c
Long Text Area(131072)
Answer from Customer Survey.
Contact
PITCHER__Contact__c
Lookup(Contact)
Lookup to Contact object.
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Multichannel Activity
PITCHER__Multichannel_Activity__c
Master-Detail(Pitcher Multichannel Activity)
Master Detail relationship.
Multichannel Activity Line Name
Name
Auto Number
Multichannel Activity Time
PITCHER__Multichannel_Activity_Time__c
Formula (Date/Time)
Date & Time of Activity.
Multichannel Activity Type
PITCHER__Multichannel_Activity_Type__c
Formula (Text)
Formula field of Activity Type.
Pitcher Content
PITCHER__Pitcher_Content__c
Lookup(Pitcher Content)
Lookup to Pitcher Content object.
Question
PITCHER__Question__c
Long Text Area(131072)
Question from Customer Survey.
Resources
Component Name
Component Type
Pitcher Multichannel Activity Line Layout
Page Layout
Pitcher Activity
The Pitcher Activity (PITCHER__Pitcher_Activity__c) object allows you to define content presented or shared during Pitcher Presentation.
Fields and Relationship
Field Label
Field Name
Data Type
Description
Account
PITCHER__Account__c
Lookup(Account)
Lookup to Account included inside Pitcher Activity.
Activity Time
PITCHER__Activity_Time__c
Date/Time
Lookup to User included inside Pitcher Presentation as Coaching Presentation.
Answer
PITCHER__Answer__c
Text(255)
Selected Answer from a Pitcher Survey.
Contact
PITCHER__Contact__c
Lookup(Contact)
Lookup to Contact included inside Pitcher Activity.
Created By
CreatedById
Lookup(User)
Download Time
PITCHER__Download_Time__c
Date/Time
Download Time of Content shared and download via Pitcher Zero Link.
Duration
PITCHER__Duration__c
Number(18, 0)
Time spend inside Content.
Last Modified By
LastModifiedById
Lookup(User)
Lead
PITCHER__Lead__c
Lookup(Lead)
Lookup to Lead included inside Pitcher Activity.
Left Behind
PITCHER__Left_Behind__c
Checkbox
Content Shared inside Pitcher Presentation.
Link Click Time
PITCHER__Link_Click_Time__c
Date/Time
Link Click Time of Content shared and accessed via Pitcher Zero Link.
Pitcher Activity Name
Name
Auto Number
Pitcher Presentation
PITCHER__Pitcher_Presentation__c
Master-Detail(Pitcher Presentation)
Master Detail relationship.
Question
PITCHER__Question__c
Text(255)
Question from a Pitcher Survey included inside Pitcher Presentation.
Reaction
PITCHER__Reaction__c
Picklist
Content Reaction.
Survey Name
PITCHER__Survey_Name__c
Text(255)
Survey Name answered inside Pitcher Presentation.
Used Content
PITCHER__Used_Content__c
Lookup(Pitcher Content)
Lookup to Pitcher Content shown/shared inside Pitcher Presentation.
Used Content Name
PITCHER__Used_Content_Name__c
Formula (Text)
Formula Content Name field.
Viewed
PITCHER__Viewed__c
Checkbox
Content Viewed inside Pitcher Presentation.
Resources
Component Name
Component Type
Pitcher Activity Layout
Page Layout
Pitcher Multichannel Activity
The Pitcher Multichannel Activity (PITCHER__Multichannel_Activity__c) object allows you to define and store multichannel interactions through different channels like Message Sent, Content Shared, Content Accessed, or Survey Completed.
Fields and Relationship
Field Label
Field Name
Data Type
Description
Account
PITCHER__Account__c
Lookup(Account)
Lookup to Account object.
Activity Channel
PITCHER__Channel__c
Text(255)
Activity Channel.
Activity Time
PITCHER__Activity_Time__c
Date/Time
Date & Time of Activity
Contact
PITCHER__Contact__c
Lookup(Contact)
Lookup to Contact object.
Created By
CreatedById
Lookup(User)
Customer Channel
PITCHER__Customer_Channel__c
Picklist
Customer Channel used inside Activity like Email, SMS, Viber,...
Details
PITCHER__Details__c
Long Text Area(131072)
Template used.
Last Modified By
LastModifiedById
Lookup(User)
Meeting Id
PITCHER__Meeting_Id__c
Text(255) (External ID) (Unique Case Insensitive)
Internal Pitcher Id
Multichannel Activity Name
Name
Auto Number
Multichannel Activity Type
PITCHER__Multichannel_Activity_Type__c
Picklist
Type of Activity:
Message Sent
Message Clicked
Content Accessed
Content Shared
Content Presented
Content Downloaded
Survey Completed
Owner
PITCHER__Owner__c
Lookup(User)
Lookup to User.
Owner
OwnerId
Lookup(User,Group)
Pitcher Content
PITCHER__Pitcher_Content__c
Lookup(Pitcher Content)
Lookup to Content used.
Pitcher Sent Message
PITCHER__Pitcher_Sent_Message__c
Lookup(Pitcher Sent Message)
Lookup to Pitcher Sent Message.
Session Id
PITCHER__Session_Id__c
Text(50) (External ID)
Resources
Component Name
Component Type
Pitcher Multichannel Activity Layout
Page Layout
Pitcher Content
The Pitcher Content (PITCHER__Pitcher_Content__c) object allows you to define and store all the content available inside the Pitcher Instance.
Fields and Relationship
Field Label
Field Name
Data Type
Description
Category
PITCHER__Category__c
Text(255)
Primary Navigation Category selected in Pitcher Admin.
Content Name
Name
Text(80)
Content Type
PITCHER__Content_Type__c
Text(255)
Type of content (ppt, pdf, zip, video)
Created By
CreatedById
Lookup(User)
Duration (Minutes)
PITCHER__Duration__c
Number(18, 0)
Obsolete (Not used)
Expire Date
PITCHER__Expire_Date__c
Date/Time
Distribution End Date in Pitcher Admin.
File Size
PITCHER__File_Size__c
Number(18, 0)
FileID
PITCHER__FileID__c
Text(255) (External ID) (Unique Case Insensitive)
File ID in Pitcher Admin.
Full Name
PITCHER__Full_Name__c
Text(255)
Name of content.
Instance
PITCHER__Instance__c
Lookup(Instance)
Instance Name in Pitcher Admin.
Keywords
PITCHER__Keywords__c
Long Text Area(131072)
Keywords from Pitcher Admin linked to Content.
Last Modified By
LastModifiedById
Lookup(User)
Owner
OwnerId
Lookup(User,Group)
Subcategory
PITCHER__Subcategory__c
Text(255)
Primary SubNavigation Category selected in Pitcher Admin.
Uploaded By
PITCHER__Uploaded_By__c
Text(255)
Resources
Component Name
Component Type
Pitcher Content Layout
Page Layout
Pitcher Sync Error
The Pitcher Sync Error (PITCHER__Pitcher_Synch_Error__c) object allows you to track synchronization errors.
Fields and Relationship
Field Label
Field Name
Data Type
Description
Name
Name
Autonumber
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Owner
OwnerId
Lookup (User)
Type
PITCHER__Type__c
Picklist
Type of error Upload or Download.
Status
PITCHER__Status__c
Picklist
Status of the error: conflict or conflict processed when solved.
Version
PITCHER__Version__c
Text (80)
The version number of the device used.
Instance Name
PITCHER__Instance_Name__c
Text (80)
The name of the instance associated with the synch.
Device name
PITCHER__Device_Name__c
Text (80)
The name of the device used.
Device udid
PITCHER__Device_UDID__c
Text(80) (External ID) (Unique Case Insensitive)
The id of the device used.
Error Date
PITCHER__Error_Date__c
Date/Time
The date when the error occurred.
Last Seen Date
PITCHER__Last_Seen_Date__c
Date/Time
The most recent date the item was accessed.
Sync Attempts
PITCHER__Synch_Attends__c
Number (18,0)
The number of times sync was attempted.
Mobile Id
PITCHER__Mobile_ID__c
Text(80) (External ID) (Unique Case Insensitive)
External id
Event Name
PITCHER__Event_Name__c
Text (80)
The name of the event when the error was occurred.
Event Parameters
PITCHER__Event_Parameters__c
Text Long (131,072)
Parameters of the event.
Event Extra
PITCHER__Event_Extra__c
Text Long (131,072)
Additional information related to the event.
Error Message
PITCHER__Error_Message__c
Text Long (131,072)
The message detailing any errors encountered.
Sync Activity
PITCHER__Synch_Activity__c
Lookup(Pitcher Sync Activity Tracking)
Lookup to the synch tracking
Resources
Component Name
Component Type
Pitcher Synch Error Layout
Page Layout
Pitcher Sync Activity Tracking
The Pitcher Sync Activity Tracking (PITCHER__Pitcher_Synch_Activity_Tracking__c) object allows you to track synchronization activities.
Fields and Relationship
Field Label
Field Name
Data Type
Description
Name
Name
Autonumber
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Owner
OwnerId
Lookup (User)
Sync Start
PITCHER__Synch_Start__c
Date/Time
Start date of the synchronisation
Sync End
PITCHER__Synch_End__c
Date/Time
End date of the synchronisation
Duration
PITCHER__Duration__c
Number (18,0)
Duration in seconds of the synchronisation
Sync Type
PITCHER__Synch_Type__c
Picklist
Type of synchronisation: Itinial or Incremental (Delta)
Version
PITCHER__Version__c
Text (80)
The version number of the device used.
Device name
PITCHER__Device_Name__c
Text (80)
The name of the device used.
Device udid
PITCHER__Device_UDID__c
Text(80) (External ID) (Unique Case Insensitive)
The id of the device used.
Mobile Id
PITCHER__Mobile_ID__c
Text(80) (External ID) (Unique Case Insensitive)
External Id
Status
PITCHER__Status__c
Picklist
Status of the synchronisation: Success or Success with errors
Instance Name
PITCHER__Instance_Name__c
Text(80)
The name of the instance associated with the synch.
Resources
Component Name
Component Type
Pitcher Synch Activity Tracking Layout
Page Layout
Custom Fields
The Pitcher’s Zero Managed Package extends many custom fields to the following standard SFDC objects as listed below:
Account
Fields
Field Label
Field Name
Data Type
Description
Best Day to Visit
PITCHER__Best_Day_to_Visit__c
Picklist (Multi-Select)
Best days of week to visit customer.
Best Time to Visit
PITCHER__Best_Time_to_Visit__c
Picklist (Multi-Select)
Best time to visit customer.
Billing Lat/Lon
PITCHER__Billing_Lat_Lon__c
Formula(Tex)
Geolocation of the account.
Bring to Pitcher
PITCHER__Bring_to_Pitcher__c
Checkbox
Determines if the account needs to be synced with Pitcher Connect.
Calls This Month
PITCHER__Call_Target_This_Month__c
Number (18,0)
Interactions executed inside actual month.
Calls This Quarter
PITCHER__Call_Target_This_Quarter__c
Number (18,0)
Interactions executed inside actual quarter.
Calls This Week
PITCHER__Call_Target_This_Week__c
Number (18,0)
Interactions executed inside actual week.
Calls This Year
PITCHER__Calls_This_Year__c
Number (18,0)
Interactions executed inside actual year.
Call Target This Month
PITCHER__Calls_This_Month__c
Number (18,0)
Interactions target inside actual month.
Call Target This Quarter
PITCHER__Calls_This_Quarter__c
Number (18,0)
Interactions target inside actual quarter.
Call Target This Week
PITCHER__Calls_This_Week__c
Number (18,0)
Interactions target inside actual week.
Call Target This Year
PITCHER__Call_Target_This_Year__c
Number (18,0)
Interactions target inside actual year.
Connect DnD Communications
PITCHER__Connect_DnD_Communications__c
Checkbox
Connect DnD information synced from Pitcher<-> SFDC
Enrolled Channels
PITCHER__Enrolled_Channels__c
Picklist (Multi-Select)
Channels used by customers inside Pitcher Connect.
Enrolled Code
PITCHER__Enrollment_Code__c
Text(255)
Customer Pitcher Connect code.
ExternalId
PITCHER__ExternalID__c
Text(255) (External ID) (Unique Case Insensitive)
External Id generated by Accounts that were created offline.
Pitcher Last Visit
PITCHER__Last_Visit__c
Date/Time
Date of last executed interaction.
Portal URL
PITCHER__Portal_URL__c
URL(255)
Customer Portal Connect URL.
Visit Fx Completion
PITCHER__Visit_Fx_Completion__c
Formula (Number)
Target vs Execution Interaction completion.
Contact
Fields
Field Label
Field Name
Data Type
Description
Bring to Pitcher
PITCHER__Bring_to_Pitcher__c
Checkbox
Checkbox used to Synch Account to Pitcher Connect
Connect DnD Communications
PITCHER__Connect_DnD_Communications__c
Checkbox
Connect DnD information syched from Pitcher<-> SFDC
Enrolled Channels
PITCHER__Enrolled_Channels__c
Picklist (Multi-Select)
Channels used by customer inside Pitcher Connect
Enrolled Code
PITCHER__Enrollment_Code__c
Text(255)
Customer Pitcher Connect code
ExternalId
PITCHER__ExternalID__c
Text(255) (External ID) (Unique Case Insensitive)
External Id generated by Accounts created offline
Pitcher External Id
PITCHER__PIT_External_ID__c
Text(255) (External ID) (Unique Case Insensitive)
Pitcher External Id
Portal URL
PITCHER__Portal_URL__c
URL(255)
Customer Portal Connect URL
Activity
Fields
Field Label
Field Name
Data Type
Description
Coaching Visit
PITCHER__Coaching_Visit__c
Checkbox
Checkbox to reflect Coaching Visit
Executed
PITCHER__PIT_Executed__c
Checkbox
Executed
Pitcher Call Type
PITCHER__Call_Type__c
Picklist
How Call has been created inside Pitcher: via Planning (Detailed), Planning (Quick), Quick Plan or Unplanned
Pitcher Content
PITCHER__Pitcher_Content__c
Lookup (Pitcher Content)
Field used inside Tasks to launch content
Pitcher External Id
PITCHER__PIT_CalendarID__c
Text(255) (External ID) (Unique Case Insensitive)
Pitcher External Id
Pitcher Presentation
PITCHER__Pitcher_Presentation__c
Lookup (Pitcher Presentation)
Lookup to Pitcher Presentation when call is executed
Pitcher Presentation Type
PITCHER__Presentation_Type__c
Picklist
Type of Interaction: In Person or Remote
User
Fields
Field Label
Field Name
Data Type
Description
Case Insensitive Profile Id
PITCHER__Case_Insensitive_Profile_ID__c
Formula (Text)
Formula to Profile Id
Connect Admin
PITCHER__Connect_Admin__c
Checkbox
Flag to skip territory/rule assigment inside Connect (visibility to all customers)
Pitcher Instance
PITCHER__Instance__c
Picklist (Multi-Select)
Assigment visibility of Instance in Pitcher Connect
Pitcher Last Sync
PITCHER__Last_Sync__c
Date/Time
Last Sych Time in Pitcher Impact
ProfileId
PITCHER__PIT_Profile_ID__c
Formula Text
Formula to Profile Id
Custom Settings
Custom settings are needed in order to allow to perform Pitcher Zero Push and generate Pitcher Zero cards. Pitcher custom settings need to be created in each org with the info provided by the Pitcher team.
Pitcher Zero Internal Settings
This is hierarchical type of custom setting for Pitcher Zero managed package.
Name
Type
Description
Additional Offline Objects
Text(255)
Offline Object to generate p0 cards
API Consumer Key
Text(40)
Customer Key to connect SFDC to Pitcher
API Consumer Secret
Text(40)
Customer Secret to connect SFDC to Pitcher
Instance
Number (6,0)
Customer Instance Id to push p0 cards
Second System Admin Password + Token
Text(255)
SFDC Admin encripted password to run P0 push
Second System Admin Username
Text(255)
SFDC Admin username to run P0 push
Pitcher Zero Settings
This is list type of custom setting for Pitcher Zero managed package. These settings are required to configure Pitcher Zero. If you would like to encrypt your password+token, please use the following link: https://pitcher.com/encrypt_token
Name
Type
Description
Account Call Count Trigger Enabled
Checkbox
Tick this to enable this feature
Additional Offline Objects
Text(255)
Offline Object to generate p0 cards
API Consumer Key
Text(255)
Customer Key to connect SFDC to Pitcher
API Consumer Secret
Text(255)
Customer Secret to connect SFDC to Pitcher
Discussion Item to Admin Trigger Enabled
Checkbox
Tick this to enable this feature
Instance
Number (6,0)
Customer Instance Id to push p0 cards
Lead to ZeroDrive Activity Trigger Enabl
Checkbox
Tick this to enable this feature
Second System Admin Password + Token
Text(255)
SFDC Admin encripted password to run P0 push
Second System Admin Username
Text(255)
SFDC Admin username to run P0 push
Custom User Interface
These are elements providing 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
AccountGeolocation
Page used for deep record cloning mechanism.
PIT_Zero
Redirects to Pitcher Zero.
Pitcher_Insight
Redirects to Pitcher Zero Insights section.
PitcherAdmin
Redirects to Pitcher Zero Admin section.
Lightning App
In Lightning mode, Lightning Apps can be launched from App Launcher. These are combinations of multiple tabs.
Label
Developer Name
Description
PITCHER
Pitcher_Zero_Lightning
This app includes multiple tabs and some navigation configurations.
PITCHER
Pitcher_Zero
This app includes multiple tabs and some navigation configurations.
Custom Tabs
The following list reflects custom tabs available inside the Pitcher Zero package
Name
Type
Description
Pitcher Admin
Visualforce Tab
Pitcher Admin portal linked to customer instances
Pitcher Insight
Visualforce Tab
Pitcher Insight portal linked to logged used
Pitcher Zero
Visualforce Tab
Pitcher Zero Generator Portal
Apex Classes
Pitcher Zero Managed Package installs the following Apex Classes as listed below. These are used for proper application functionality on Pitcher platform general application usage.
MyMockHttpCallout
MyMockHttpCalloutV2
PIT_AccountCallScheduleBatch
PIT_AccountCallsClear
PIT_CounterHandler
PIT_DiscussionItemPusher
PIT_DiscussionItemPusherTest
PIT_DiscussionItemPusherV2
PIT_DiscussionItemPusherTestV2
PIT_TestAccountCallsClear
PIT_TestCounterHandler
PIT_TestUpdatedObjectService
PIT_UpdatedObjectService
TestUpdatePitcherActivityViaWebToLead
Apex Classes (Web Services)
Pitcher Zero Managed Package has exposed below web services for the external systems -
Apex Class Name
Web Service Type
Description
PitcherCRestSvc
REST (Get) urlMapping='/deletedContacts/*'
Query for deleted Contacts and return that list as a response.
PitcherRestSvc
REST (Get) urlMapping='/deletedAccounts/*'
Query for deleted Account and return that list as a response.
Apex Triggers
Pitcher Zero Managed Package installs the following Apex Triggers as listed below. These are used for proper application functionality on Pitcher platform general application usage.
Name
Object
Description
PIT_Counter
Pitcher Presentation
Trigger to count interaction executed in Pitcher and update Calls fields inside Account Object
PIT_LeadTrigger
Lead
Trigger to -
Remove temporally Lead
Generate Lead via Pitcher Form and capture download and click time via ZeroDrive
PIT_Push_DiscussionItem
Discussion Item
Trigger to push Discusion Item to linked instances defined inside Pitcher Custom Settings
PIT_Push_DiscussionItemV2
Instance Discussion Items
Trigger to push Discusion Items to selected instance defined inside Pitcher Custom Settings
PIT_SynchErrorIncrementV2
Pitcher Sync Error
Trigger to count interaction executed in Pitcher and insert/update Calls fields inside Pitcher Synch Error Object in PITCHER__Synch_Attends__c field
Permission Sets
Pitcher Zero Managed Package installs the following permission sets as listed below. These are used for proper access on Pitcher application usage.
PITCHER-Zero Admin - This permission set is used for admin users that need to admin Pitcher Objects and generate P0 push.
PITCHER-Zero Integration - This permission set is used for integration user that needs to synch data between Pitcher Connect and SFDC.
PITCHER-Zero Rep - This permission set is used for all users that work with Pitcher in the field.
PITCHER-Zero Rep - NonPlatform - This permission set is used for all platform users that work with Pitcher in the field.
High-Level Functional Integration
The following section provides details on how records are generated using the Pitcher Zero managed objects.
PostCall Event
When a call is planned an event record is created without Pitcher Presentation that it is only generated during the submit process in Pitcher. The following image shows an example of Event Layout with Pitcher Presentation link:
Pitcher Presentation Link
PostCall Pitcher Presentation
The following image shows an example of a Pitcher Presentation Layout:
Pitcher Presentation Layout
PostCall Pitcher Presentation Related
The following image shows an example of Pitcher Presentation Related Objects:
Pitcher Presentation Related Objects
Multichannel Activity
The following image shows an example of a Multichannel Activity:
