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 |
|
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 |
|
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 |
|
Pre-Selected Params JSON |
Pre-selected job parameters for child Bulk Jobs. |
RU |
Field |
|
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 |
|
Is Active |
Represents whether the component is active for selection or not. |
RU |
Field |
|
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 |
|
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 |
|
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 |
|
SOA Published Time |
Time when SOA was published. |
RU |
Object |
|
User Favorites |
Stores favorite records of the user for curation and future consumption. |
CRUD |
Field |
|
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 |
|
Itinerary |
A favorite itinerary of a user. |
RU |
Field |
|
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 |
|
Field |
|
Field |
|
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 |
|
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 |
|
Cabin Type |
Defines cabin types available on a Cruise |
Create/Read/Update/Delete for Product Users. Read for Sales Users |
Object |
|
Cabin |
A berthing cabin number on a Cruise |
Create/Read/Update/Delete for Product Users. Read for Sales Users |
Object |
|
Connect Flight Supplier |
Defines details and credentials of various flight connectors. |
Create/Read/Update/Delete for Product Users.Read for Sales Users |
Object |
|
Departure Template Location |
Defines daily Itinerary of a Cruise |
Create/Read/Update/Delete for Product Users.Read for Sales Users |
Object |
|
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 |
|
Service Cabin |
Cabins that are available on a specific departure |
Create/Read/Update/Delete for Product Users. Read for Sales Users |
Object |
|
Service Departure Location |
Defines daily Itinerary of a specific Cruise Departure |
Create/Read/Update/Delete for Product Users.Read for Sales Users |
Object |
|
Service Departure |
A Cruise Departure on a specifc date and ship |
Create/Read/Update/Delete for Product Users. Read for Sales Users |
Object |
|
Ship |
Defines Ships that Cruises are operated with |
Create/Read/Update/Delete for Product Users. Read for Sales Users |
Object |
|
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 |
Statement of Agreement definition object. |
Create/Read/Update/Delete for Product Users. Read for Sales Users |
Object |
|
Train Station Location |
Defines available locations for rail service. |
Create/Read/Update/Delete for Product Users.Read for Sales Users |
Field |
|
Custom Types Sub Breakdown Group |
Defines a default pricing display group that all Custom Types are assigned to. |
|
Field |
|
Enable Service Type Templates |
If enabled, this causes the KT Agenda component to behave in developer mode. |
|
Field |
|
Itinerary Quote Record Type |
This Itinerary Record Type will be assigned to an Itinerary after creation. |
|
Field |
|
Merged Amendment Status |
Status of the amendment booking which got merged. |
|
Field |
|
Rejected Amendment Status |
Status of the amendment booking which got rejected. |
|
Field |
|
Type |
Defines the departure type the Cabin Configuration Scheme will be used for. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Cabin Size (ft) |
A size of a cabin in square ft |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Cabin Size (m) |
A size of a cabin in square m |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Cabin Configuration Scheme |
Reference to cabin configuration scheme. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Cabin Type |
Reference to cabin type. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Channel Email Sender |
This field controls who the default sender is. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
SOA Email Template |
The email template used for sending out the SOA. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
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 |
|
Day |
A day of a Cruise |
Read/Update for Product Users. Read for Sales Users |
Field |
|
End Location Address |
Defines the address of a final activity for the day. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
End Location |
Defines where the day ends. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Start Location Address |
Defines the address of a starting point (e.g. departing port). |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Start Location |
Shows where the day starts. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
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 |
|
Length (days) |
Number of days a tour product lasts. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Arrival Airport |
Reference to location for arrival airport. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Departure Airport |
Reference to location for departure airport. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
All SOA Accepted |
Checkbox to see if all SOA were accepted. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Lead Passenger First Name |
a First Name of a Lead Passenger. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Lead Passenger Last Name |
a Last Name of a Lead Passenger. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Merge Comment |
A summary of changes made on a booking. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Open Amendment |
Shows whether the Itinerary has an open amendment. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Primary Booking |
A link to a primary booking that an amendment was created for. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
IATA Code |
Is used to store Airport IATA Codes. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Authorised Representative |
Reference to person account. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Date of Birth |
A passenger’s date of birth. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
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 |
|
Identity Number |
A number of a person’s Identity Document. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Identity Type |
A document that is used to prove a person’s identity. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Issue Location |
A country, where a person’s Identity Document has been issued. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Lead Passenger |
This flag will let us know if the Passenger is a lead. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Middle Name |
Middle name of the Passenger. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
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 |
|
SOA Passenger Assignment |
Last sent SOA details. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Cabin Type |
Reference to cabin type. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Cabin Configuration Scheme |
Reference to cabin configuration scheme. |
Read Update for Product Users. Read for Sales Users |
Field |
|
Cabin Type |
Reference to cabin type. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Max Cabin Occupancy |
Defines how many people are allowed in a cabin. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Service Departure |
Reference to service departure. |
Read/Update for Product Users.Read for Sales Users |
Field |
|
Sharable |
Identifies whether a cabin can be shared. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Day |
A day on a Cruise Departure |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Departure Template Location |
Reference to departure template location. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
End Location Address |
Defines the address of a final activity for the day. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
End Location |
Defines the address of a starting point (e.g. departing port). |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Service Departure |
Reference to service departure. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Start Location Address |
Defines the address of a starting point (e.g. departing port). |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Start Location |
Defines where the day starts. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Summary |
Stores a high-level information about the Departure Day/Location. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
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 |
|
Arrival Date |
Read/Update for Product Users. Read for Sales Users |
|
Field |
|
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 |
|
Departure Date |
Cruise Start Date |
Read/Update for Product Users. Read for Sales Users |
Field |
|
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 |
|
Length (days) |
Number of days a tour product lasts. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Service |
A service the departure relates to. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Ship |
A ship that the cruise/rail departure will be operated on. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
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 |
|
Code |
Unique Ship Code. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Type |
Defines a type of a cruise a ship is operating. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Itinerary Id |
Formula to store parent itinerary id. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Passenger |
Lookup to the Kaptio Passenger object. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Person Account |
Person Account accepting the SOA terms and conditions. |
Read Update for Product Users. Read for Sales Users |
Field |
|
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 |
|
SOA Status |
Statuses available for SOA. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
SOA Text |
Persisted copy of the SOA Text. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
SOA |
Lookup to the Statement of Agreement. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Signee Email Address |
Stamp of signee email address(from person account related). |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Channel |
Channel to apply particular SOA. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Mode |
Indicate ifcurrent version of SOA is Active. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Text |
SOA text in Rich Text Format. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Unique Number |
This viel should be unique per channel/version. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Version |
SOA version in number format (unique). |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Address |
Address of the location. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
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 |
|
Coordinates |
Geolocation coordinates for train station location. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Service |
Link to parent rail service. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Location |
Location within certain continent/country/city etc. to which Train Station Location belongs. |
Read/Update for Product Users.Read for Sales Users |
Field |
|
Channel |
a channel that the Trip has been booked through. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Language |
a language to use when communicating with a client. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Lead Passenger First Name |
a First Name of a Lead Passenger. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Lead Passenger Last Name |
a Last Name of a Lead Passenger. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Primary Contact |
a person as the main contact for Trip communications. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Primary Itinerary |
A primary source of operational information related to the trip. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
Travel Start Date |
a preferred start date of the Trip. |
Read/Update for Product Users. Read for Sales Users |
Field |
|
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 |
|
Defines mapping between lead and trip objects. |
|
Object |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
This Itinerary Record Type will be assigned to an Itinerary after conversion. |
* |
Field |
|
This Itinerary Record Type will be assigned to an Itinerary after cancellation. |
* |
Field |
|
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 |
|
Please ensure that you have configured default min and max % before enabling the feature. |
* |
Field |
|
Default price category that gets booked for each override entry. |
* |
Field |
|
Id of
|
* |
Field |
|
Contains Record Type of Person Account object after Lead Conversion. |
* |
Field |
|
Contains Record Type of Trip after Lead Conversion. |
* |
Field |
|
Reference to Suggested Price Scheme. |
Read/Write for Product users. Read for Sales |
Field |
|
aircraft type this flight is operated with |
Read/Write for All |
Field |
|
Aggregate supplier commission in Itinerary currency from active itinerary sub break down groups. |
Read/Write for All |
Field |
|
Aggregate total cost price from active itinerary sub break down groups. |
Read/Write for All |
Field |
|
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 |
|
Aggregate gross profit from active itinerary sub break down groups. |
Read/Write for All |
Field |
|
Total sell price per passenger in that group. |
Read/Write for All |
Field |
|
Total sell price per passenger in that group, overridden by the User. |
Read/Write for All |
Field |
|
Reference to parent Itinerary. |
Read/Write for All |
Field |
|
Markup value for the group. |
Read/Write for All |
Field |
|
Reference to global Master Breakdown Group. |
Read/Write for All |
Field |
|
Active in case of any itinerary sub group has an active itinerary item to roll-up price from. |
Read/Write for All |
Field |
|
Unique number of passengers that belong to the group. |
Read/Write for All |
Field |
|
Aggregate reseller commission total from active itinerary sub break down groups. |
Read/Write for All |
Field |
|
Aggregate total sell price from active itinerary sub break down groups. Excluding override services. |
Read/Write for All |
Field |
|
Aggregate total sell price from active itinerary sub break down groups. Including override services. |
Read/Write for All |
Field |
|
Helps to determine sorting on the layouts. |
Read/Write for All |
Field |
|
The max suggested selling price derived from the markup % of each component. |
Read/Write for All |
Field |
|
The min suggested selling price derived from the markup % of each component. |
Read/Write for All |
Field |
|
Aggregate supplier commission in Itinerary currency from active itinerary items. |
Read/Write for All |
Field |
|
Aggregate total cost price from active itinerary items. |
Read/Write for All |
Field |
|
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 |
|
Aggregate gross profit from active itinerary items. |
Read/Write for All |
Field |
|
Total sell price per passenger in that group. |
Read/Write for All |
Field |
|
Total sell price per passenger in that group, overridden by the User. |
Read/Write for All |
Field |
|
Reference to parent Itinerary. |
Read/Write for All |
Field |
|
Reference to Itinerary Master Breakdown Group. |
Read/Write for All |
Field |
|
Markup value for the group. |
Read/Write for All |
Field |
|
Active if has an active itinerary item to roll-up price from. |
Read/Write for All |
Field |
|
Unique number of passengers that belong to the group. |
Read/Write for All |
Field |
|
Aggregate reseller commission total from active itinerary items. |
Read/Write for All |
Field |
|
Aggregate total sell price from active itinerary items. Excluding override services. |
Read/Write for All |
Field |
|
Aggregate total sell price from active itinerary items. Including override services. |
Read/Write for All |
Field |
|
Helps to determine sorting on the layouts. |
Read/Write for All |
Field |
|
Reference to global Sub Breakdown Group. |
Read/Write for All |
Field |
|
The max suggested selling price derived from the markup % of each component. |
Read/Write for All |
Field |
|
The min suggested selling price derived from the markup % of each component. |
Read/Write for All |
Field |
|
Location or starting point of services represented by this itinerary item. |
Read/Write for All |
Field |
|
Reference to itinerary sub breakdown group. |
Read/Write for All |
Field |
|
The max % represent the percentage increase from the suggested selling price derived from the markup % of each component. |
Read/Write for All |
Field |
|
The min % represent the percentage decrease from the suggested selling price derived from the markup % of each component. |
Read/Write for All |
Field |
|
Trip that a converted Lead is connected to. |
Read/Write for All |
Field |
|
Account Field Name |
* |
Field |
|
Trip Field Name |
* |
Field |
|
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 |
|
Helps to determine sorting on the layouts. |
Read/Write for Product users. Read for Sales |
Field |
|
Is used to define groups of service record types for pricing display purposes. |
Read/Write for Product users. Read for Sales |
Field |
|
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 |
|
Reference to master breakdown group. |
Read/Write for Product users. Read for Sales |
Field |
|
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 |
|
Helps to determine sorting on the layouts. |
Read/Write for Product users. Read for Sales |
Field |
|
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 |
|
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 |
|
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 |
|
Id of |
Read/Write for Product users. Read for Sales |
RecordType |
|
Used for flight placeholders - can only be priced per booking. |
Assign to profiles |
RecordType |
|
A change to the original bookings that needs approval from a client |
Assign to profiles |
RecordType |
|
A paid itinerary |
Assign to profiles |
RecordType |
|
A cancelled booking |
Assign to profiles |
RecordType |
|
actively working with a client to book a trip |
Assign to profiles |
Path |
|
A path of Itinerary Statuses for Amendment booking |
|
Path |
|
A path of Itinerary Statuses for Booked Itinerary |
|
Path |
|
A path of Itinerary Statuses for Quote booking |
|
Quick Action |
|
Action to cancel a booking |
|
Quick Action |
|
Action to convert a booking |
|
Quick Action |
|
Action to convert a lead |
|
Quick Action |
|
||
Tab |
Master Breakdown Group |
Assign to profiles |
|
Custom Permission |
Allow Customization of Itinerary Price Breakdown Groups (Pilot) |
||
Flexi Page |
ItineraryPage |
||
Layout |
|
||
Layout |
|
||
Layout |
|
||
Layout |
|
||
Layout |
|
||
Layout |
|
||
Visualforce Page |
|
||
Visualforce Page |
|
-
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.
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 |
|
Defines available locations for car pick up and drop off. |
Read/Write for Product users. Read for Sales |
Object |
|
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 |
|
Define prefix for master trip. |
* None |
Field |
|
Define starting sequence number for master trip. |
* None |
Field |
|
Helps to define parent location record types for child locations and create flexible hierarchy. |
* None |
Field |
|
Address of the location. |
Read/Write for Product users. Read for Sales |
Field |
|
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 |
|
Coordinates. |
Read/Write for Product users. Read for Sales |
Field |
|
Link to parent car service. |
Read/Write for Product users. Read for Sales |
Field |
|
Location within certain continent/country/city etc. to which Car Rental Location belongs. |
Read/Write for Product users. Read for Sales |
Field |
|
Auto-populated based on master Trip. |
Read/Write for Sales Users |
Field |
|
Name of Airline company from flight information. |
Read/Write for Sales Users |
Field |
|
Link to drop off location for car services. |
Read/Write for Sales Users |
Field |
|
Link to pick up location for car services. |
Read/Write for Sales Users |
Field |
|
Source of the flight placeholder service. |
Read/Write for Sales Users |
Field |
|
Reference to the flight from location. |
Read/Write for Sales Users |
Field |
|
Reference to the flight to location. |
Read/Write for Sales Users |
Field |
|
Any icon from SLDS icons library in category:iconName format. |
Read/Write for Product users. Read for Sales |
Field |
|
Determines the grouping of record types in Itinerary Builder’s calendar view. |
Read/Write for Product users. Read for Sales |
Field |
|
Link to the business unit that define supplier override. |
Read/Write for Product users. Read for Sales |
Field |
|
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 |
|
Parent service to define supplier override. |
Read/Write for Product users. Read for Sales |
Field |
|
Link to the supplier. |
Read/Write for Product users. Read for Sales |
Field |
|
Link to the user that define supplier override. |
Read/Write for Product users. Read for Sales |
Field |
|
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 |
|
Define primary itinerary location. |
Field |
|
Setting to define which locations will be available for Primary Locations component in the Itinerary Builder. |
Field |
|
Active Item with FlightPlaceholder Record Type. |
Field |
|
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 |
|
Link to parent Itienrary. |
Field |
|
Link to parent Location. |