Touch Point Configuration Setting Tab

Choose the Objects to Create Touch Points

Common selections are:

• Lead
• Pardot Prospect
• CampaignMember
• Contact
• Application
• Event
• Task
• User

All of these are supported out-of-the-box. Simply select them from the dropdown called Select sObject/Pardot Object Type.

If you have Events Rx installed

You may also wish to create Touch Points from:

• Visits

Touch Points from Other Objects

You can also create Touch Points from any other object

To do this, you will need to create an Apex Trigger on Visits (or any other object) that invokes the feature. You must create a trigger in one of your sandbox orgs and then deploy it to your production org. A trigger on Visits, for example, should contain this code:

trigger VisitTouchPointTrigger on ERx_Events__Visit__c (before update, after insert, after update ) {
EnrollmentrxRx.CoreFeatureManager.performTask(EnrollmentrxRx.FEAT_TouchPointConfiguration.class);
}

A trigger for any other sObject should be built in exactly the same way, swapping in the label and API name of your chosen sObject in the first line row of the code.

And look like this:

The corresponding test class for visits should look like this:

@isTest
public class VisitTriggerTest {
    public static testMethod void test() {
        ERx_Events__Event_Registration_Settings__c ers= new ERx_Events__Event_Registration_Settings__c();
        ers.ERx_Events__Site_Path__c='EventListing';
        ers.Name='DEFAULTS';
        insert ers;
        ERx_Events__Visit__c visit=new ERx_Events__Visit__c();
        insert visit;
   }
}

Test classes for other objects will be different from Visits, because the Visit sObject has special functionality. In general, test classes for other sObjects should all look like this. Make the substitutions described in the comments of this code (the comment lines begin with “//”):

@isTest
public class SObjectLabelTriggerTest {
//replace SObjectLabel with your own sObject's Label
    public static testMethod void test() {
        SObjectApiName record=new SObjectApiName();
        //replace "SObjectApiName" with your own sObject's API Name
        //make sure to populate required fields on your SObject (if any)
        //for example:
        record.RequiredFieldApiName='Sample Value';
        //replace "RequiredFieldApiName" with your object's required
        //field’s API name
        insert record;
    }
}

Deploying Custom Triggers and Test Classes to Production

After you've configured and tested your custom Touch Point trigger and test class in a sandbox and are ready to move them to a production environment, your next steps are to create, validate and deploy an outbound change set. Follow these instructions.