Cmdlets for Vault CRM

Build 25.0.9434

CyclePlanTargets

Defines the specific targets within a cycle plan, such as accounts or healthcare providers to be visited. This enables tracking of target fulfillment and field force activity effectiveness.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the cycle plan target record, used internally by the system.

Global ID String True

System-generated globally unique identifier assigned to the record for cross-environment consistency.

Link String False

System-maintained hyperlink or reference Uniform Resource Identifier (URI) to the cycle plan target record, used for integrations or navigation.

Name String True

Descriptive name of the cycle plan target, typically reflecting its business or account relevance.

Status String False

Current status of the cycle plan target, indicating whether it is active, completed, or in another defined state.

Created By String True

Username or identifier of the user who originally created this cycle plan target entry.

Created Date Datetime True

Timestamp indicating when the cycle plan target record was created in the system.

Last Modified By String True

Username or identifier of the user who last modified this record.

Last Modified Date Datetime True

Timestamp reflecting the most recent update made to the cycle plan target record.

Actual Calls Decimal False

Number of actual calls executed against this specific target during the cycle.

External ID String False

Identifier used to map this target record to an external system or Customer Relationship Management (CRM), ensuring data consistency across platforms.

Mobile ID String False

Unique identifier used by mobile platforms to reference this cycle plan target, enabling offline or app-based operations.

Original Planned Calls Decimal False

Initial number of calls planned for the target when the cycle was first configured, prior to any adjustments.

Planned Calls Decimal False

Current number of planned calls for the target after updates, reflecting active call expectations.

Scheduled Calls Decimal False

Total number of calls that have been scheduled for this target, based on the current cycle plan.

Actual Total Calls Decimal False

Cumulative number of calls actually completed for all related targets in the cycle.

Planned Total Calls Decimal False

Total number of calls planned across all targets within the cycle plan.

Scheduled Total Calls Decimal False

Total number of calls scheduled across all targets for the cycle, used to assess alignment with plan goals.

Target String False

Reference to the specific account or business target that is the focus of the cycle plan.

Cycle Plan String False

Reference to the parent cycle plan associated with this target, linking the record to broader cycle objectives.

Attainment Double True

Percentage of goal achieved for this individual target based on actual versus planned calls.

Remaining Schedule Decimal True

Number of scheduled but not yet completed calls remaining for the target within the current cycle.

Remaining Decimal True

Difference between planned and actual calls for the target, indicating outstanding call obligations.

Total Attainment Double True

Overall percentage attainment across all related targets within the cycle plan.

Total Remaining Schedule Decimal True

Aggregate number of scheduled calls remaining across all targets in the cycle.

Remaining Total Decimal True

Cumulative outstanding calls across all targets, calculated as total planned minus total actual calls.

Legacy CRM Id String False

Identifier used in a previous or legacy CRM system to reference this target, useful for historical data mapping.

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Build 25.0.9434