Identifying MCCP Target Accounts
- Browser
- iPad
To effectively plan activities and achieve MCCP (Multichannel Cycle Plan) goals, users can generate an account view of active target accounts for use in My Accounts and My Schedule.
Managing accounts and planning timely interactions are critical to meeting MCCP goals. This feature simplifies the process by automatically updating the MCCP_Target_vod field on an account’s TSF_vod record when an account is added or removed as an MCCP target. By leveraging this field, users can create account views that include only active targets, and ensure views are always current for improved planning.
Who Can Use This Feature?
- Browser, iPad Users
- Users do not require an additional license
- Admin Users, End Users
Configuring Identifying MCCP Target Accounts
To configure this feature:
- Ensure Configuring Accounts and Configuring Multichannel Cycle Plans are complete.
- Grant admin users Edit FLS to the MCCP_Target_vod field on the TSF_vod object.
- Grant end users Read FLS to the MCCP_Target_vod field on the TSF_vod object.
- Select the check box for the Update_MCCP_Target_vod Multichannel Setting.
Identifying MCCP Target Accounts
The MCCP_Target_vod check box is selected on all TSF_vod records where the account is part of an active MCCP for the TSF_vod record's account-territory combination. Each time the MCCP process runs, TSF_vod records are evaluated and updated as necessary. New targets are identified, and if an account is no longer in an active MCCP, the MCCP_Target_vod check box is deselected.
The following conditions must be met for an MCCP to be considered active:
- The MC_Cycle_Status_vod field on the MC_Cycle_vod record must be In_Progress_vod
- The current date must be within the dates in the Start_Date_vod and End_Date_vod fields on the MC_Cycle_vod record
The Start_Date_vod and End_Date_vod fields must be populated on the MC_Cycle_vod record. Cycles without start dates or end dates are not supported.
- The Status_vod field on the MC_Cycle_Plan_vod record must be In_Progress_vod
- The Status_vod field on all MC_Cycle_Plan_Target_vod records in the plan must be Active_vod
- Channels are defined for the MC_Cycle_Plan_vod and MC_Cycle_Plan_Target_vod records
Updating the MCCP_Target_vod check box during the MCCP process enables users to create account views based on MCCP target status. By including only accounts where the MCCP_Target_vod check box is selected, users can generate an up-to-date account view of active MCCP targets maintained by the MCCP process. This view can then be used in My Accounts and My Schedule to effectively plan activities for MCCP target accounts.
For more on using account views, see Account Lists and Views.
