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What is the Code Equivalent of the Veeva CRM / Align MCCP Operators Used in the MC Cycle Channel Criteria?

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Question:

What is the code equivalent of the Veeva CRM / Align MCCP operators used in the MC (Multichannel) Cycle Channel Criteria?

Answer:

MC Cycle channel records are required to have MC Cycle Channel Criteria. Customers can enter the rule criteria in the Visual Force Page dedicated to the MC Cycle Channel object, which is reflected in the Channel_Criteria_vod__c field in a special way.

MC Cycle Channel Criteria can only exist in an AND logical connection.

The operators in this Visual Force page are using their code equivalent in the Channel_Criteria_vod__c field.

  • The separator among the MC Cycle Channel Criteria is triple-semi colons (;;;).
  • Multiple values belonging to a specific operator are separated via double commas (,,).
  • Operators and values are connected via triple colons (:::).
  • Customers have the option to data load the values of this field. The values must follow this convention otherwise, unanticipated results will occur.
  • The value of False of any Checkbox type field displays as a null/blank value in the Channel_Criteria_vod__c field.
  • The values in this field are case-sensitive.

A technical example representing this convention is as follows:

The Visual Force Page and Channel_Criteria_vod__c equivalents of Call2_vod__c Status in Submitted,Saved AND Call2_vod__c CLM equals true respectively are:

mceclip4.png

mceclip1.png

Call2_vod__c.Status_vod__c:::eq:::Submitted_vod,,Saved_vod;;;Call2_vod__c.CLM_vod__c:::eq:::true


The following table contains the operators and their respective operator codes:

Operator Code
in eq
not in ne
equals     eq
not equal to ne
less than lt
less than or equal lte
greater than gt
greater than or equal gte
contains  c
does not contain  nc
starts with sw
Notes:
  • This convention also applies to the Veeva Align Target Planning (Targeting) functionality.
  • The contains and does not contain operators require the percentage symbol to be used around the string: %example%
  • The starts with operator requires the percentage symbol to be used at the end of the string: example%
  • In the event a special character such as ' is required to be added into the MC Cycle Channel criteria, escaping it is necessary because the apostrophe has its special use in SOQL to separate values. To escape it the following needs to be added to the criteria: \'
  • The following SFDC documentation provides more information about these special characters and the way to escape them See: Quoted String Escape Sequences
  • The term escape refers to special characters to be counted as valid characters.

Related Documentation:

CRM Help Documentation: 

Salesforce Documentation:

Knowledge Article:

 

 

 

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