CloudLink Ideas Portal

Support for DICO and other additional PSE fields

Mockups

Details

Additional data is now received and transmitted to Caterpillar in regards to PSE leads.

  1. When SalesLink POSTs lead data, the following fields need to be additionally included

    1. Sales rep number for dealer-originated opportunities (dealerSalesRepNumber in the POST call)

    2. Opportunity closed date (opportunityClosedDate in the POST call)

      1. This is sent only when the opportunity is in a closed state.

  2. When SalesLink GETs PSE data, we must parse these additional fields:

Friendly field name

Field name in API

Data type

Digitally integrated customer offering created

digIntCustOfferingCreated

Boolean

Digitally integrated customer offering actioned

digIntCustOfferingActioned

Boolean

Golden customer

goldenCustomer

Boolean

Self-service option

sso

Boolean

Additional lead details

additionalLeadDetails

string (32000)

  • David Vuong
  • Mar 27 2025
  • Planned - to be scheduled
  • Attach files


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