2020 Releases

2020 Summer Major Release

New Metadata

Below you will find a list of metadata introduced in this release alongside permission recommendations. Please ask your Salesforce Administrators to review this section as part of the release readiness process for your org.

Type Name Label Description Permission

Field

AppSettings__c.ItineraryMarkupDecimalsSetting__c

Itinerary Markup Decimals Setting

Is used to manage a number of decimals for Itinerary Markup value, in case the data is coming via data import.

Field

AsyncRequest__c.ExternalCode__c

Kaptio Integrations External Code

Is used to store human-readable unique distinction between Salesforce records to help support the flow of Kaptio integration tools (Item Price Importer and Data Copy Tool). If you need to use this field for other purposes, we recommend creating a new field with its description and a help text.

RU

Field

BulkOperation__c.PreSelectedParamsJSON__c

Pre-Selected Params JSON

Pre-selected job parameters for child Bulk Jobs.

RU

Field

BulkOperationScheduler__c.ExternalCode__c

Kaptio Integrations External Code

Is used to store human-readable unique distinction between Salesforce records to help support the flow of Kaptio integration tools (Item Price Importer and Data Copy Tool). If you need to use this field for other purposes, we recommend creating a new field with its description and a help text.

RU

Field

Component__c.IsActive__c

Is Active

Represents whether the component is active for selection or not.

RU

Field

ItineraryItemBatchAction__c.ExternalCode__c

Kaptio Integrations External Code

Is used to store human-readable unique distinction between Salesforce records to help support the flow of Kaptio integration tools (Item Price Importer and Data Copy Tool). If you need to use this field for other purposes, we recommend creating a new field with its description and a help text.

RU

Field

LocationNote__c.ExternalCode__c

Kaptio Integrations External Code

Is used to store human-readable unique distinction between Salesforce records to help support the flow of Kaptio integration tools (Item Price Importer and Data Copy Tool). If you need to use this field for other purposes, we recommend creating a new field with its description and a help text.

RU

Field

ManifestScheme__c.ExternalCode__c

Kaptio Integrations External Code

Is used to store human-readable unique distinction between Salesforce records to help support the flow of Kaptio integration tools (Item Price Importer and Data Copy Tool). If you need to use this field for other purposes, we recommend creating a new field with its description and a help text.

RU

Field

SOAPassengerAssignment__c.SOAPublishedTime__c

SOA Published Time

Time when SOA was published.

RU

Object

UserFavorites__c

User Favorites

Stores favorite records of the user for curation and future consumption.

CRUD

Field

UserFavorites__c.ExternalCode__c

Kaptio Integrations External Code

Is used to store human-readable unique distinction between Salesforce records to help support the flow of Kaptio integration tools (Item Price Importer and Data Copy Tool). If you need to use this field for other purposes, we recommend creating a new field with its description and a help text.

RU

Field

UserFavorites__c.Itinerary__c

Itinerary

A favorite itinerary of a user.

RU

Field

UserFavorites__c.User__c

User

A user the favorite relates to.

RU

New Metadata Reserved for Future Use

No metadata is reserved for future use as part of this release.

Deprecated Metadata

Below you will find a list of metadata that was deprecated as part of this release. Kaptio regularly deprecates and removes metadata from our Managed Package as part of overall maintenance of our solution.

Please note that data and metadata is never deleted in a client’s org without specific action by the customer. When a client upgrades to the new release, any deleted components are still available in the client’s org. The components are displayed in the Unused Components section of the Package Details page. This section ensures that subscribers have the opportunity to export data and modify custom integrations involving those components before explicitly deleting them. For example, before deleting custom objects or fields, customers can preserve a record of their data from Setup by entering Data Export in the Quick Find box and then selecting Data Export.

Please review and adjust any customisations (apex code, workflows, process builder etc.) related to this metadata.

Type Name

Object

SupplierNote__c

Field

Itinerary_Item__c.ContentNote__c

Field

TimePeriod__c.SupplierNote__c

2020 Summer Minor 3 Release

New Metadata

Below you will find a list of metadata introduced in this release alongside permission recommendations. Please ask your Salesforce Administrators to review this section as part of the release readiness process for your org.

Type Name Label Description Permission

Object

CabinConfigurationScheme__c

Cabin Configuration Scheme

A pull of cabins from the Ship that is on sale for a specific season/cruise types.

Create/Read/Update/Delete for Product Users. Read for Sales Users

Object

CabinType__c

Cabin Type

Defines cabin types available on a Cruise

Create/Read/Update/Delete for Product Users. Read for Sales Users

Object

Cabin__c

Cabin

A berthing cabin number on a Cruise

Create/Read/Update/Delete for Product Users. Read for Sales Users

Object

ConnectFlightSupplier__c

Connect Flight Supplier

Defines details and credentials of various flight connectors.

Create/Read/Update/Delete for Product Users.Read for Sales Users

Object

DepartureTemplateLocation__c

Departure Template Location

Defines daily Itinerary of a Cruise

Create/Read/Update/Delete for Product Users.Read for Sales Users

Object

DepartureTemplate__c

Departure Template

A general configuration of a multi-day service (e.g. rail or cruise) which can be reused across multiple departures and then changed per departure if needed.

Create/Read/Update/Delete for Product Users. Read for Sales Users

Object

ServiceCabin__c

Service Cabin

Cabins that are available on a specific departure

Create/Read/Update/Delete for Product Users. Read for Sales Users

Object

ServiceDepartureLocation__c

Service Departure Location

Defines daily Itinerary of a specific Cruise Departure

Create/Read/Update/Delete for Product Users.Read for Sales Users

Object

ServiceDeparture__c

Service Departure

A Cruise Departure on a specifc date and ship

Create/Read/Update/Delete for Product Users. Read for Sales Users

Object

Ship__c

Ship

Defines Ships that Cruises are operated with

Create/Read/Update/Delete for Product Users. Read for Sales Users

Object

SOAPassengerAssignment__c

SOA Passenger Assignment

SOA Passenger Assignment object keeps specific SOA status in relationship to the passenger.

Create/Read/Update/Delete for Product Users. Read for Sales Users

Object

SOA__c

SOA

Statement of Agreement definition object.

Create/Read/Update/Delete for Product Users. Read for Sales Users

Object

TrainStationLocation__c

Train Station Location

Defines available locations for rail service.

Create/Read/Update/Delete for Product Users.Read for Sales Users

Field

AppSettings__c.CustomTypes`SubBreakdownGroup__c

Custom Types Sub Breakdown Group

Defines a default pricing display group that all Custom Types are assigned to.

Field

AppSettings__c.EnableServiceTypeTemplates__c

Enable Service Type Templates

If enabled, this causes the KT Agenda component to behave in developer mode.

Field

AppSettings__c.ItineraryQuoteRecordType__c

Itinerary Quote Record Type

This Itinerary Record Type will be assigned to an Itinerary after creation.

Field

AppSettings__c.MergedAmendmentStatus__c

Merged Amendment Status

Status of the amendment booking which got merged.

Field

AppSettings__c.RejectedAmendmentStatus__c

Rejected Amendment Status

Status of the amendment booking which got rejected.

Field

CabinConfigurationScheme__c.Type__c

Type

Defines the departure type the Cabin Configuration Scheme will be used for.

Read/Update for Product Users. Read for Sales Users

Field

CabinType__c.CabinSizeFt__c

Cabin Size (ft)

A size of a cabin in square ft

Read/Update for Product Users. Read for Sales Users

Field

CabinType__c.CabinSizeM__c

Cabin Size (m)

A size of a cabin in square m

Read/Update for Product Users. Read for Sales Users

Field

Cabin__c.CabinConfigurationScheme__c

Cabin Configuration Scheme

Reference to cabin configuration scheme.

Read/Update for Product Users. Read for Sales Users

Field

Cabin__c.CabinType__c

Cabin Type

Reference to cabin type.

Read/Update for Product Users. Read for Sales Users

Field

Channel__c.ChannelEmailSender__c

Channel Email Sender

This field controls who the default sender is.

Read/Update for Product Users. Read for Sales Users

Field

Channel__c.SOAEmailTemplate__c

SOA Email Template

The email template used for sending out the SOA.

Read/Update for Product Users. Read for Sales Users

Field

Channel__c.SOAEnabled__c

SOA Enabled

Determines whether Statement of Agreements (SOA) functionality is enabled for the channel. Requires the setup of SOA Emal Template and SOA Itinerary Status Trigger fields.

Read/Update for Product Users. Read for Sales Users

Field

DepartureTemplateLocation__c.Day__c

Day

A day of a Cruise

Read/Update for Product Users. Read for Sales Users

Field

DepartureTemplateLocation__c.EndLocationAddress__c

End Location Address

Defines the address of a final activity for the day.

Read/Update for Product Users. Read for Sales Users

Field

DepartureTemplateLocation__c.EndLocation__c

End Location

Defines where the day ends.

Read/Update for Product Users. Read for Sales Users

Field

DepartureTemplateLocation__c.StartLocationAddress__c

Start Location Address

Defines the address of a starting point (e.g. departing port).

Read/Update for Product Users. Read for Sales Users

Field

DepartureTemplateLocation__c.StartLocation__c

Start Location

Shows where the day starts.

Read/Update for Product Users. Read for Sales Users

Field

DepartureTemplate__c.DepartureType__c

Departure Type

A type of tour product a departure template relates to (e.g. cruise, rail).

Read/Update for Product Users. Read for Sales Users

Field

DepartureTemplate__c.Length__c

Length (days)

Number of days a tour product lasts.

Read/Update for Product Users. Read for Sales Users

Field

ItineraryFlightLeg__c.ArrivalAirport__c

Arrival Airport

Reference to location for arrival airport.

Read/Update for Product Users. Read for Sales Users

Field

ItineraryFlightLeg__c.DepartureAirport__c

Departure Airport

Reference to location for departure airport.

Read/Update for Product Users. Read for Sales Users

Field

Itinerary__c.AllSOAAccepted__c

All SOA Accepted

Checkbox to see if all SOA were accepted.

Read/Update for Product Users. Read for Sales Users

Field

Itinerary__c.LeadPassengerFirstName__c

Lead Passenger First Name

a First Name of a Lead Passenger.

Read/Update for Product Users. Read for Sales Users

Field

Itinerary__c.LeadPassengerLastName__c

Lead Passenger Last Name

a Last Name of a Lead Passenger.

Read/Update for Product Users. Read for Sales Users

Field

Itinerary__c.MergeComment__c

Merge Comment

A summary of changes made on a booking.

Read/Update for Product Users. Read for Sales Users

Field

Itinerary__c.OpenAmendment__c

Open Amendment

Shows whether the Itinerary has an open amendment.

Read/Update for Product Users. Read for Sales Users

Field

Itinerary__c.PrimaryBooking__c

Primary Booking

A link to a primary booking that an amendment was created for.

Read/Update for Product Users. Read for Sales Users

Field

Itinerary__c.UsableAsTemplate__c

Usable as Template

If enabled, this itinerary can be used as a template to be inserted into other itineraries. If can be found using Itinerary Template search.

Read/Update for Product Users. Read for Sales Users

Field

ItineraryGroup__c.OriginalId__c

Original Id

Is used in the Cloning process to get the original Id of a cloned record.

Read/Update for Product Users. Read for Sales Users

Field

ItineraryMasterBreakdownGroup__c.OriginalId__c

Original Id

Is used in the Cloning process to get the original Id of a cloned record.

Read/Update for Product Users. Read for Sales Users

Field

ItineraryPriceLine__c.OriginalId__c

Original Id

Is used in the Cloning process to get the original Id of a cloned record.

Read/Update for Product Users. Read for Sales Users

Field

ItineraryService__c.OriginalId__c

Original Id

Is used in the Cloning process to get the original Id of a cloned record.

Read/Update for Product Users. Read for Sales Users

Field

ItinerarySubBreakdownGroup__c.OriginalId__c

Original Id

Is used in the Cloning process to get the original Id of a cloned record.

Read/Update for Product Users. Read for Sales Users

Field

Location__c.IATACode__c

IATA Code

Is used to store Airport IATA Codes.

Read/Update for Product Users. Read for Sales Users

Field

Passenger__c.AuthorisedRepresentative__c

Authorised Representative

Reference to person account.

Read/Update for Product Users. Read for Sales Users

Field

Passenger__c.DateOfBirth__c

Date of Birth

A passenger’s date of birth.

Read/Update for Product Users. Read for Sales Users

Field

Passenger__c.ExpirationDate__c

Expiration Date

A date, after which a person’s Identity Document is no longer valid.

Read/Update for Product Users. Read for Sales Users

Field

Passenger__c.IdentityNumber__c

Identity Number

A number of a person’s Identity Document.

Read/Update for Product Users. Read for Sales Users

Field

Passenger__c.IdentityType__c

Identity Type

A document that is used to prove a person’s identity.

Read/Update for Product Users. Read for Sales Users

Field

Passenger__c.IssueLocation__c

Issue Location

A country, where a person’s Identity Document has been issued.

Read/Update for Product Users. Read for Sales Users

Field

Passenger__c.LeadPassenger__c

Lead Passenger

This flag will let us know if the Passenger is a lead.

Read/Update for Product Users. Read for Sales Users

Field

Passenger__c.MiddleName__c

Middle Name

Middle name of the Passenger.

Read/Update for Product Users. Read for Sales Users

Field

Passenger__c.OriginalId__c

Original Id

Is used in the Cloning process to get the original Id of a cloned record.

Read/Update for Product Users. Read for Sales Users

Field

Passenger__c.SOAPassengerAssignment__c

SOA Passenger Assignment

Last sent SOA details.

Read/Update for Product Users. Read for Sales Users

Field

Price_Category__c.CabinType__c

Cabin Type

Reference to cabin type.

Read/Update for Product Users. Read for Sales Users

Field

ServiceCabin__c.CabinConfigurationScheme__c

Cabin Configuration Scheme

Reference to cabin configuration scheme.

Read Update for Product Users. Read for Sales Users

Field

ServiceCabin__c.CabinType__c

Cabin Type

Reference to cabin type.

Read/Update for Product Users. Read for Sales Users

Field

ServiceCabin__c.MaxCabinOccupancy__c

Max Cabin Occupancy

Defines how many people are allowed in a cabin.

Read/Update for Product Users. Read for Sales Users

Field

ServiceCabin__c.ServiceDeparture__c

Service Departure

Reference to service departure.

Read/Update for Product Users.Read for Sales Users

Field

ServiceCabin__c.Sharable__c

Sharable

Identifies whether a cabin can be shared.

Read/Update for Product Users. Read for Sales Users

Field

ServiceDepartureLocation__c.Day__c

Day

A day on a Cruise Departure

Read/Update for Product Users. Read for Sales Users

Field

ServiceDepartureLocation__c.DepartureTemplateLocation__c

Departure Template Location

Reference to departure template location.

Read/Update for Product Users. Read for Sales Users

Field

ServiceDepartureLocation__c.EndLocationAddress__c

End Location Address

Defines the address of a final activity for the day.

Read/Update for Product Users. Read for Sales Users

Field

ServiceDepartureLocation__c.EndLocation__c

End Location

Defines the address of a starting point (e.g. departing port).

Read/Update for Product Users. Read for Sales Users

Field

ServiceDepartureLocation__c.ServiceDeparture__c

Service Departure

Reference to service departure.

Read/Update for Product Users. Read for Sales Users

Field

ServiceDepartureLocation__c.StartLocationAddress__c

Start Location Address

Defines the address of a starting point (e.g. departing port).

Read/Update for Product Users. Read for Sales Users

Field

ServiceDepartureLocation__c.StartLocation__c

Start Location

Defines where the day starts.

Read/Update for Product Users. Read for Sales Users

Field

ServiceDepartureLocation__c.Summary__c

Summary

Stores a high-level information about the Departure Day/Location.

Read/Update for Product Users. Read for Sales Users

Field

ServiceDepartureLocation__c.TemplateOverride__c

Template Override

Identifies whether a day activity is different from the one defined in Departure Template.

Read/Update for Product Users. Read for Sales Users

Field

ServiceDeparture__c.ArrivalDate__c

Arrival Date

Read/Update for Product Users. Read for Sales Users

Field

ServiceDeparture__c.CabinConfigurationScheme__c

Cabin Configuration Scheme

A parent Cabin Configuration Scheme that is used for initial creating of Service Departure Cabins.

Read/Update for Product Users. Read for Sales Users

Field

ServiceDeparture__c.DepartureDate__c

Departure Date

Cruise Start Date

Read/Update for Product Users. Read for Sales Users

Field

ServiceDeparture__c.DepartureTemplate__c

Departure Template

The template defines initial Service Departure Cabins and Locations. The change of the field does not influence existing records mentioned above, they will have to be updated manually if needed.

Read/Update for Product Users. Read for Sales Users

Field

ServiceDeparture__c.Length__c

Length (days)

Number of days a tour product lasts.

Read/Update for Product Users. Read for Sales Users

Field

ServiceDeparture__c.Service__c

Service

A service the departure relates to.

Read/Update for Product Users. Read for Sales Users

Field

ServiceDeparture__c.Ship__c

Ship

A ship that the cruise/rail departure will be operated on.

Read/Update for Product Users. Read for Sales Users

Field

ServiceDeparture__c.Type__c

Type

A type of a tour product the departure relates to (e.g. cruise, rail).

Read/Update for Product Users. Read for Sales Users

Field

Ship__c.Code__c

Code

Unique Ship Code.

Read/Update for Product Users. Read for Sales Users

Field

Ship__c.Type__c

Type

Defines a type of a cruise a ship is operating.

Read/Update for Product Users. Read for Sales Users

Field

SOAPassengerAssignment__c.ItineraryId__c

Itinerary Id

Formula to store parent itinerary id.

Read/Update for Product Users. Read for Sales Users

Field

SOAPassengerAssignment__c.Passenger__c

Passenger

Lookup to the Kaptio Passenger object.

Read/Update for Product Users. Read for Sales Users

Field

SOAPassengerAssignment__c.PersonAccount__c

Person Account

Person Account accepting the SOA terms and conditions.

Read Update for Product Users. Read for Sales Users

Field

SOAPassengerAssignment__c.SOAAcceptedTime__c

SOA Accepted Time

Time when SOA is accepted by passenger or someone on behalf of passenger.

Read/Update for Product Users. Read for Sales Users

Field

SOAPassengerAssignment__c.SOAStatus__c

SOA Status

Statuses available for SOA.

Read/Update for Product Users. Read for Sales Users

Field

SOAPassengerAssignment__c.SOAText__c

SOA Text

Persisted copy of the SOA Text.

Read/Update for Product Users. Read for Sales Users

Field

SOAPassengerAssignment__c.SOA__c

SOA

Lookup to the Statement of Agreement.

Read/Update for Product Users. Read for Sales Users

Field

SOAPassengerAssignment__c.SigneeEmailAddress__c

Signee Email Address

Stamp of signee email address(from person account related).

Read/Update for Product Users. Read for Sales Users

Field

SOA__c.Channel__c

Channel

Channel to apply particular SOA.

Read/Update for Product Users. Read for Sales Users

Field

SOA__c.Mode__c

Mode

Indicate ifcurrent version of SOA is Active.

Read/Update for Product Users. Read for Sales Users

Field

SOA__c.Text__c

Text

SOA text in Rich Text Format.

Read/Update for Product Users. Read for Sales Users

Field

SOA__c.UniqueNumber__c

Unique Number

This viel should be unique per channel/version.

Read/Update for Product Users. Read for Sales Users

Field

SOA__c.Version__c

Version

SOA version in number format (unique).

Read/Update for Product Users. Read for Sales Users

Field

TrainStationLocation__c.Address__c

Address

Address of the location.

Read/Update for Product Users. Read for Sales Users

Field

TrainStationLocation__c.ExternalCode__c

Kaptio Integrations External Code

Is used to store human-readable unique distinction between Salesforce records to help support the flow of Kaptio integration tools (Item Price Importer and Data Copy Tool). If you need to use this field for other purposes, we recommend creating a new field with its description and a help text.

Read/Update for Product Users. Read for Sales Users

Field

TrainStationLocation__c.GeoTag__c

Coordinates

Geolocation coordinates for train station location.

Read/Update for Product Users. Read for Sales Users

Field

TrainStationLocation__c.Service__c

Service

Link to parent rail service.

Read/Update for Product Users. Read for Sales Users

Field

TrainStationLocation__c.Location__c

Location

Location within certain continent/country/city etc. to which Train Station Location belongs.

Read/Update for Product Users.Read for Sales Users

Field

Trip__c.Channel__c

Channel

a channel that the Trip has been booked through.

Read/Update for Product Users. Read for Sales Users

Field

Trip__c.Language__c

Language

a language to use when communicating with a client.

Read/Update for Product Users. Read for Sales Users

Field

Trip__c.LeadPassengerFirstName__c

Lead Passenger First Name

a First Name of a Lead Passenger.

Read/Update for Product Users. Read for Sales Users

Field

Trip__c.LeadPassengerLastName__c

Lead Passenger Last Name

a Last Name of a Lead Passenger.

Read/Update for Product Users. Read for Sales Users

Field

Trip__c.PrimaryContact__c

Primary Contact

a person as the main contact for Trip communications.

Read/Update for Product Users. Read for Sales Users

Field

Trip__c.Primary`+Itinerary__c

Primary Itinerary

A primary source of operational information related to the trip.

Read/Update for Product Users. Read for Sales Users

Field

Trip__c.TravelStartDate__c

Travel Start Date

a preferred start date of the Trip.

Read/Update for Product Users. Read for Sales Users

Field

Trip__c.TripStatus__c

Trip Status

Indicates the Stage the Trip is currently in.

Read/Update for Product Users. Read for Sales Users

2020 Summer Minor 2 Release

New Metadata

Below you will find a list of metadata introduced in this release alongside permission recommendations. Please ask your Salesforce Administrators to review this section as part of the release readiness process for your org.

Type Name Description Permission

Custom Setting

LeadMapping__c

Defines mapping between lead and trip objects.

Object

ItineraryMasterBreakdownGroup__c

The first tier of grouping. Allowing individual components (itinerary items) to be grouped together and then priced at the group level, rather than only component level.

Read/Write for All

Object

ItinerarySubBreakdownGroup__c

Can be assigned to itinerary items. For example, all of your flight services could be mapped towards a “Flight” sub breakdown group, in case you always want by default to separate flight pricing from other components in your customer presentation of your itinerary.

Read/Write for All

Object

MasterBreakdownGroup__c

The first tier of grouping. Allowing individual components (itinerary items) to be grouped together and then priced at the group level, rather than only component level.

Read/Write for Product users. Read for Sales

Object

SubBreakdownGroup__c

Can be assigned to services. For example, all of your flight services could be mapped towards a “Flight” sub breakdown group, in case you always want by default to separate flight pricing from other components in your customer presentation of your itinerary.

Read/Write for Product users. Read for Sales

Object

SuggestedPriceScheme__c

Provides suggested pricing capability when a sales agent is deciding on the final selling price towards the customer.

Read/Write for Product users. Read for Sales

Field

AppSettings__c.BookingConversionRecordType__c

This Itinerary Record Type will be assigned to an Itinerary after conversion.

*

Field

AppSettings__c.CancellationRecordType__c

This Itinerary Record Type will be assigned to an Itinerary after cancellation.

*

Field

AppSettings__c.EnablePriceBreakdown__c

Enabling Price Breakdown feature, allowing individual components (itinerary items) to be grouped together and then priced at the group level, rather than only component level.

*

Field

AppSettings__c.EnablePriceSuggestion__c

Please ensure that you have configured default min and max % before enabling the feature.

*

Field

AppSettings__c.PriceBreakdownDefaultOverride__c

Default price category that gets booked for each override entry.

*

Field

AppSettings__c.SuggestedPriceScheme__c

Id of SuggestedPriceScheme__c+ record.

*

Field

AppSettings__c.LeadConversionPersonAccountRecordType__c

Contains Record Type of Person Account object after Lead Conversion.

*

Field

AppSettings__c.LeadConversionTripRecordType__c

Contains Record Type of Trip after Lead Conversion.

*

Field

Channel__c.SuggestedPriceScheme__c

Reference to Suggested Price Scheme.

Read/Write for Product users. Read for Sales

Field

ItineraryFlightLeg__c.EquipmentType__c

aircraft type this flight is operated with

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.CommissionTotal__c

Aggregate supplier commission in Itinerary currency from active itinerary sub break down groups.

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.CostTotal__c

Aggregate total cost price from active itinerary sub break down groups.

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.ExternalCode__c

Is used to store human-readable unique distinction between Salesforce records to help support the flow of Kaptio integration tools (Item Price Importer and Data Copy Tool). If you need to use this field for other purposes, we recommend creating a new field with its description and a help text.

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.GrossProfit__c

Aggregate gross profit from active itinerary sub break down groups.

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.FinalPrice__c

Total sell price per passenger in that group.

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.FinalPriceOverride__c

Total sell price per passenger in that group, overridden by the User.

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.Itinerary__c

Reference to parent Itinerary.

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.Markup__c

Markup value for the group.

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.MasterBreakdownGroup__c

Reference to global Master Breakdown Group.

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.Mode__c

Active in case of any itinerary sub group has an active itinerary item to roll-up price from.

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.PassengerCount__c

Unique number of passengers that belong to the group.

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.ResellerCommissionTotal__c

Aggregate reseller commission total from active itinerary sub break down groups.

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.SellPriceTotal__c

Aggregate total sell price from active itinerary sub break down groups. Excluding override services.

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.SellPriceTotalOverride__c

Aggregate total sell price from active itinerary sub break down groups. Including override services.

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.Sort__c

Helps to determine sorting on the layouts.

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.SuggestedMaxPrice__c

The max suggested selling price derived from the markup % of each component.

Read/Write for All

Field

ItineraryMasterBreakdownGroup__c.SuggestedMinPrice__c

The min suggested selling price derived from the markup % of each component.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.CommissionTotal__c

Aggregate supplier commission in Itinerary currency from active itinerary items.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.CostTotal__c

Aggregate total cost price from active itinerary items.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.ExternalCode__c

Is used to store human-readable unique distinction between Salesforce records to help support the flow of Kaptio integration tools (Item Price Importer and Data Copy Tool). If you need to use this field for other purposes, we recommend creating a new field with its description and a help text.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.GrossProfit__c

Aggregate gross profit from active itinerary items.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.FinalPrice__c

Total sell price per passenger in that group.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.FinalPriceOverride__c

Total sell price per passenger in that group, overridden by the User.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.Itinerary__c

Reference to parent Itinerary.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.ItineraryMasterBreakdownGroup__c

Reference to Itinerary Master Breakdown Group.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.Markup__c

Markup value for the group.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.Mode__c

Active if has an active itinerary item to roll-up price from.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.PassengerCount__c

Unique number of passengers that belong to the group.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.ResellerCommissionTotal__c

Aggregate reseller commission total from active itinerary items.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.SellPriceTotal__c

Aggregate total sell price from active itinerary items. Excluding override services.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.SellPriceTotalOverride__c

Aggregate total sell price from active itinerary items. Including override services.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.Sort__c

Helps to determine sorting on the layouts.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.SubBreakdownGroup__c

Reference to global Sub Breakdown Group.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.SuggestedMaxPrice__c

The max suggested selling price derived from the markup % of each component.

Read/Write for All

Field

ItinerarySubBreakdownGroup__c.SuggestedMinPrice__c

The min suggested selling price derived from the markup % of each component.

Read/Write for All

Field

Itinerary_Item__c.Location__c

Location or starting point of services represented by this itinerary item.

Read/Write for All

Field

Itinerary_Item__c.Itinerary`SubBreakdownGroup__c

Reference to itinerary sub breakdown group.

Read/Write for All

Field

Itinerary__c.SuggestedMaxPercent__c

The max % represent the percentage increase from the suggested selling price derived from the markup % of each component.

Read/Write for All

Field

Itinerary__c.SuggestedMinPercent__c

The min % represent the percentage decrease from the suggested selling price derived from the markup % of each component.

Read/Write for All

Field

Lead.ConvertedTrip__c

Trip that a converted Lead is connected to.

Read/Write for All

Field

LeadMapping__c.AccountFieldName__c

Account Field Name

*

Field

LeadMapping__c.TripFieldName__c

Trip Field Name

*

Field

MasterBreakdownGroup__c.ExternalCode__c

Is used to store human-readable unique distinction between Salesforce records to help support the flow of Kaptio integration tools (Item Price Importer and Data Copy Tool). If you need to use this field for other purposes, we recommend creating a new field with its description and a help text.

Read/Write for Product users. Read for Sales

Field

MasterBreakdownGroup__c.Sort__c

Helps to determine sorting on the layouts.

Read/Write for Product users. Read for Sales

Field

PriceCategoryType__c.SubBreakdownGroup__c

Is used to define groups of service record types for pricing display purposes.

Read/Write for Product users. Read for Sales

Field

SubBreakdownGroup__c.ExternalCode__c

Is used to store human-readable unique distinction between Salesforce records to help support the flow of Kaptio integration tools (Item Price Importer and Data Copy Tool). If you need to use this field for other purposes, we recommend creating a new field with its description and a help text.

Read/Write for Product users. Read for Sales

Field

SubBreakdownGroup__c.MasterBreakdownGroup__c

Reference to master breakdown group.

Read/Write for Product users. Read for Sales

Field

SubBreakdownGroup__c.ReportingGroup__c

It allows the business to aggregate and report on the use of custom service groups for when sales users start to create custom services groups on their itineraries.

Read/Write for Product users. Read for Sales

Field

SubBreakdownGroup__c.Sort__c

Helps to determine sorting on the layouts.

Read/Write for Product users. Read for Sales

Field

SuggestedPriceScheme__c.ExternalCode__c

Is used to store human-readable unique distinction between Salesforce records to help support the flow of Kaptio integration tools (Item Price Importer and Data Copy Tool). If you need to use this field for other purposes, we recommend creating a new field with its description and a help text.

Read/Write for Product users. Read for Sales

Field

SuggestedPriceScheme__c.MaxPercent__c

The max % represent the percentage increase from the suggested selling price derived from the markup % of each component.

Read/Write for Product users. Read for Sales

Field

SuggestedPriceScheme__c.MinPercent__c

The min % represent the percentage decrease from the suggested selling price derived from the markup % of each component.

Read/Write for Product users. Read for Sales

Field

User.SuggestedPriceScheme__c

Id of SuggestedPriceScheme__c record.

Read/Write for Product users. Read for Sales

RecordType

Item__c.FlightPlaceholder

Used for flight placeholders - can only be priced per booking.

Assign to profiles

RecordType

+Itinerary__c.Amendment

A change to the original bookings that needs approval from a client

Assign to profiles

RecordType

+Itinerary__c.Booking

A paid itinerary

Assign to profiles

RecordType

+Itinerary__c.Cancellation

A cancelled booking

Assign to profiles

RecordType

+Itinerary__c.Quote

actively working with a client to book a trip

Assign to profiles

Path

+Itinerary__c.Amendment_Path

A path of Itinerary Statuses for Amendment booking

Path

+Itinerary__c.Booking_Path

A path of Itinerary Statuses for Booked Itinerary

Path

+Itinerary__c.Quote_Path

A path of Itinerary Statuses for Quote booking

Quick Action

+Itinerary__c.Cancel

Action to cancel a booking

Quick Action

+Itinerary__c.CancelWizard

Action to convert a booking

Quick Action

+Itinerary__c.ConvertToBooking

Action to convert a lead

Quick Action

+Itinerary__c.ConvertToTrip

Tab

Master Breakdown Group

Assign to profiles

Custom Permission

Allow Customization of Itinerary Price Breakdown Groups (Pilot)

Flexi Page

ItineraryPage

Layout

+Itinerary__c.Amendment Layout

Layout

+Itinerary__c.Booking Layout

Layout

+Itinerary__c.Cancellation Layout

Layout

+Itinerary__c.Quote Layout

Layout

MasterBreakdownGroup__c.Master Breakdown Group Layout

Layout

SubBreakdownGroup__c.Sub Breakdown Group Layout

Visualforce Page

Lead Settings

Visualforce Page

Suggested Price Scheme

  • AppSettings__c object is a Custom List object that does not support field level permissions.

  • LeadMapping__c object is a Custom List object that does not support field level permissions.

Deprecated Metadata

No metadata was deprecated as part of this release.

2020 Summer Minor 1 Release

New Metadata

Below you will find a list of metadata introduced in this release alongside permission recommendations. Please ask your Salesforce Administrators to review this section as part of the release readiness process for your org.

Type Name Description Permission

Object

CarRentalLocation__c

Defines available locations for car pick up and drop off.

Read/Write for Product users. Read for Sales

Object

SupplierOverride__c

Provide an option to define Supplier Overrides, allowing to override who the suppliers are either by the business unit or by an individual user.

Read/Write for Product users. Read for Sales

Field

AppSettings__c.TripPrefix__c

Define prefix for master trip.

* None

Field

AppSettings__c.TripSequence__c

Define starting sequence number for master trip.

* None

Field

AppSettings__c.FlexibleLocationHierarchy__c

Helps to define parent location record types for child locations and create flexible hierarchy.

* None

Field

CarRentalLocation__c.Address__c

Address of the location.

Read/Write for Product users. Read for Sales

Field

CarRentalLocation__c.ExternalCode__c

Is used to store human-readable unique distinction between Salesforce records to help support the flow of Kaptio integration tools (Item Price Importer and Data Copy Tool). If you need to use this field for other purposes, we recommend creating a new field with its description and a help text.

Read/Write for Product users. Read for Sales

Field

CarRentalLocation__c.GeoTag__c

Coordinates.

Read/Write for Product users. Read for Sales

Field

CarRentalLocation__c.Item__c

Link to parent car service.

Read/Write for Product users. Read for Sales

Field

CarRentalLocation__c.Location__c

Location within certain continent/country/city etc. to which Car Rental Location belongs.

Read/Write for Product users. Read for Sales

Field

Itinerary__c.VersionNumber__c

Auto-populated based on master Trip.

Read/Write for Sales Users

Field

ItineraryFlightLeg__c.OperatedByName__c

Name of Airline company from flight information.

Read/Write for Sales Users

Field

Itinerary_Item__c.CarDropOffLocation__c

Link to drop off location for car services.

Read/Write for Sales Users

Field

Itinerary_Item__c.CarPickUpLocation__c

Link to pick up location for car services.

Read/Write for Sales Users

Field

Itinerary_Item__c.FlightBookingSource__c

Source of the flight placeholder service.

Read/Write for Sales Users

Field

Itinerary_Item__c.FlightFromLocation__c

Reference to the flight from location.

Read/Write for Sales Users

Field

Itinerary_Item__c.FlightToLocation__c

Reference to the flight to location.

Read/Write for Sales Users

Field

PriceCategoryType__c.Icon__c

Any icon from SLDS icons library in category:iconName format.

Read/Write for Product users. Read for Sales

Field

PriceCategoryType__c.MasterServiceType__c

Determines the grouping of record types in Itinerary Builder’s calendar view.

Read/Write for Product users. Read for Sales

Field

SupplierOverride__c.BusinessUnit__c

Link to the business unit that define supplier override.

Read/Write for Product users. Read for Sales

Field

SupplierOverride__c.ExternalCode__c

Is used to store human-readable unique distinction between Salesforce records to help support the flow of Kaptio integration tools (Item Price Importer and Data Copy Tool). If you need to use this field for other purposes, we recommend creating a new field with its description and a help text.

Read/Write for Product users. Read for Sales

Field

SupplierOverride__c.Item__c

Parent service to define supplier override.

Read/Write for Product users. Read for Sales

Field

SupplierOverride__c.Supplier__c

Link to the supplier.

Read/Write for Product users. Read for Sales

Field

SupplierOverride__c.User__c

Link to the user that define supplier override.

Read/Write for Product users. Read for Sales

Field

Trip__c.ReferenceNumber__c

Reference number to keep track of all quotes and bookings related to the trip.

Read/Write for Sales Users

  • AppSettings__c object is a Custom List object that does not support field level permissions.

New Metadata Reserved for Future Use

Below you will find a list of new metadata that is being introduced in this release that will be reserved for future use. No action is required on your Salesforce administrator for this metadata.

Type Name Description

Object

ItineraryLocation__c

Define primary itinerary location.

Field

AppSettings__c.PrimaryLocationRecordTypes__c

Setting to define which locations will be available for Primary Locations component in the Itinerary Builder.

Field

AppSettings__c.SourceFlightPlaceholderService__c

Active Item with FlightPlaceholder Record Type.

Field

ItineraryLocation__c.ExternalCode__c

Is used to store human-readable unique distinction between Salesforce records to help support the flow of Kaptio integration tools (Item Price Importer and Data Copy Tool). If you need to use this field for other purposes, we recommend creating a new field with its description and a help text.

Field

ItineraryLocation__c.Itinerary__c

Link to parent Itienrary.

Field

ItineraryLocation__c.Location__c

Link to parent Location.

Deprecated Metadata

No metadata was deprecated as part of this release.

2020 Spring Major Release