Syncing Call and Call Key Messages syncing-call-and-call-key-messages
Call and Call Key Message Objects in Veeva CRM are synced by default into Marketo Engage. Marketo syncs data that’s up to 6 months old, based on Call Created Date.
NOTE
Marketo retains call data up to six months from the date of the Call.
What are the triggers/filters related to Call and Call Key Message?
Triggers:
- Added to Call
- Removed from Call
- Added to Call Key Message
- Removed from Call Key Message
- Updated Call
- Updated Call Key Message
Filters:
- Has Call
- Has Call Key Message
The follow fields on Call and Call Key messages are synced and can be used as constraints and triggers.
Object
Field Label
Description
Field Name
Data Type
Call
Accountant
Lookup to the account that the call is associated with.
Account_vod__c
Lookup (Account)
Call
Call Type
Type of call which is system maintained based on the type and contents of the call. This field is used for reporting purposes. Valid values are: Detail Only, Detail with Sample, Group Detail, Group Detail with Sample, Sample Only. These values should not be changed, but the translations for these picklists may be changed. Attendees have the same call type as the header call. For a Group call with 3 professionals, all 4 records have the call type of "Group Detail"
Call_Type_vod__c
Picklist
Call
Contact
Lookup to the contact (if any) that the call is associated with.
Contact_vod__c
Lookup(Contact)
Call
Date
The date of the call when it was first saved or submitted. This field is set via a trigger to the current date if neither the date or datetime field is supplied.
Call_Date_vod__c
Date
Call
Is Parent Call?
Formula Field to determine if the Call record is the Parent Call or an Attendee Call record. 1 indicates that the record is the Parent Call. 0 indicates that it is an Attendee Call.
Is_Parent_Call_vod__c
Formula (Number)
Call
Status
Status of the call -- Planned, Saved or Submitted. Use the translation workbench to change the display values. The triggers on call look at this field to see whether the call is locked (submitted). This value is set for the user when the Save or Submit button is pressed.
Status_vod__c
Picklist
Call
Record Type
RecordTypeId
Record Type
Call Key Message
Call
Lookup to the call. Each key message is associated with a call.
Call2_vod__c
Master-Detail(Call)
Call Key Message
Category
Records the message category of the message. Used primarily for reporting.
Category_vod__c
Picklist
Call Key Message
CLM Presentation Name
Stamped CLM Presentation name
Clm_Presentation_Name_vod__c
Text (80)
Call Key Message
Key Message Name
Stamped Key Message name
Key_Message_Name_vod__c
Text (80)
Call Key Message
Product Name
Product_Name__c
Formula (Text)
Call Key Message
Reaction
Picklist of reaction to the message. Edit the picklist to change the reaction values.
Reaction_vod__c
Picklist
recommendation-more-help
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