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How to force Generation of CRM TSF_vod__c records for all Accounts with Active Cycle Plan Targets?

Hi,

 

How can I force generation of TSF_vod__c records for all accounts with active Cycle Plan Targets? Is it possible somehow?

I see, that TSF_vod__c are generated after the first call a User made.

Can I "pregenerate" the Territory Specific Field - Records? Can't find anything on that in the online help.

 

Thx in advance

Marius

3 comments

  • Avatar
    Kent Z

    Hi Marius,

    TSF records are generated only through the New Account Wizard, after the completion of a Call Report, and Mass Update of a field in the Territory object. You could also look into data loading these records. There is currently no out of the box behavior for this. You will need to open an enhancement request for TSF records for when Cycle Plan Targets are created or develop a custom trigger. 

    Sincerely,

    Kent

  • Avatar
    Marius Gresko

    Hi Kent,

     

    thank you for the answer.

    1) Please explain the third option: "Mass Update of a field in the Territory object".

    I created a custom field on the Territory object, used DataLoader to export all territories, changed the value on the new custom field for all rows, and uploaded (update) the csv. This did not create any TSF_vod records.

     

    2) In case I create the TSF_vod by code (trigger or apex): please give a recomendation which fields have to be set. Please correct me, if it is sufficient to set these fields:

    * Account_vod__c

    * Territory_vod__c

    * Name

     

    Thx

    Marius

  • Avatar
    Kent Z

    Hi Marius,

     

    1) On the My Accounts Tab, there is a button called Mass Update

     

     

    When this button is used to update TSF records, for the selected accounts, A new TSF records will be created if one is not there already.

    2) This depends on how you write the trigger to work with Veeva triggers.  Please connect with your Veeva Manage Services Team to best practice on this.

     

    Sincerely,

    Kent

     

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