Components of Call Reporting

Call Objects

The call reporting module consists of a parent call object, child call objects, and associated objects that the call functionality depends on, for example attendees, account, or call.

The main objects that comprise the call reporting module are:

Call (Call2_vod)

The call object stores all of the information for planned, saved, and submitted calls, including the account, address, territory, and date and time for each call. There is one call row for each account or contact on a call.

Call Detail (Call2_Detail_vod)

The Call Detail object stores all of the information for any product details recorded on a call. The product detailing section on the call report enables users to identify which products or topics were discussed from a predefined list, based on products defined as available to the user.

Call Discussion (Call2_Discussion_vod)

The Call Discussion object stores all of the information for any product discussions recorded on a call. The Call Discussion object also enables for the creation of different product discussion layouts, which can be applied based on call record type.

Attendees

The Attendees section allows users to identify which person accounts or users attended a group call. For group calls, attendee details are captured as child Call2_vod records. For calls with Unique Activities enabled, the attendee details are captured as additional related objects. Attendees can also be configured to display for individual calls.

Call Sample (Call2_Sample_vod)

The Call Sample object stores all of the information for any samples or promotional items recorded on a call.

Call Key Message (Call2_Key_Message_vod__c)

The Call Key Message object stores all of the Key Messages recorded on a call.

Call Expense (Call2_Expense_vod)

The Call Expense object stores all of the expense data recorded on a call. For multicurrency orgs, the expense data will be recorded based on the currency chosen for the particular Call Record.

Call Followup Template (Call_Followup_Template_vod__c)

The Call Followup Template object stores all of the information for any Followup Activities recorded on a call. There is one followup template row for each followup activity type recorded on a call.

My Setup Product (My_Setup_vod)

Each user’s product preferences are stored in a custom object called My Setup Products. See My Setup Product for details on the object.

Sample Lot

The Sample Lot object holds all Lot #s for products that are available to users. The Sample Lot object is defined as a private object, meaning that users only have access to the Sample Lot record they own. See Creating Records for Sample Management and Transferring Sample Lots To Users for more information.

Call Type

Depending on the primary account on a call report, the platform, and the types of activities captured, the value of the Call_Type_vod field on the Call2_vod object is set as follows:

Call Type Criteria

Call Only

The call is against a person OR a business account. No details or samples are recorded.

Detail Only

The call is against a person account. There is at least one detail product selected. No samples are recorded.

Group Detail

The call is against a person account on a group call, a person account with call location, or a business account. There is at least one detail product selected. No samples are recorded.

Sample Only The call is against a person OR a business account. There is at least one sample, BRC, or alternative sample product selected. No details are recorded.
Detail with Sample The call is against a person account. There is at least one detail product selected AND at least one sample, BRC, or alternative sample product selected.
Group Detail with Sample The call is against a person account on a group call, a person account with call location, or a business account. There is at least one detail product selected AND at least one sample, BRC, or alternative sample product selected.

Event Only

The call is against a medical event. No details are recorded.

Event Detail

The call is against a medical event. There is at least one detail product selected.