CatalogIQ vs Zero Managed Package Comparison

Overview

Feature	CatalogIQ	Zero
Package Type	Next Generation (NG) base package	Base package
Primary Purpose	Sync foundational data for Pitcher Impact Apps	Sync foundational data for Pitcher Applications
Target Use Case	Modern Pitcher Impact Apps integration	Traditional Pitcher platform integration
Offline CRM Support	Not Available	Full offline CRM sync with P0 card generation, conflict resolution, and offline object tracking

Custom Objects Comparison

Object Category	CatalogIQ Objects	Zero Objects
Core Engagement	• Pitcher Engagement • Pitcher Content Engagement	• Pitcher Presentation • Pitcher Activity • Pitcher Activity Discussion
Content Management	• Pitcher Content	• Pitcher Content • Discussion Item • Discussion Item Discussed
Instance Management	• Instance	• Instance • Instance Discussion Item
Attendee/Contact Tracking	-	• Pitcher Attendee
Feedback	-	• Pitcher Feedback
Multichannel	-	• Pitcher Multichannel Activity • Pitcher Multichannel Activity Line • Pitcher Sent Message
DSR (Digital Sales Room)	• Pitcher DSR • Pitcher DSR Item	-
Sync & Error Tracking	-	• Pitcher Sync Error • Pitcher Sync Activity Tracking

Custom Fields on Standard Objects

Standard Object	CatalogIQ Fields	Zero Fields
Event	• Pitcher Engagement	-
Account	-	• 18 custom fields including: - Best Day/Time to Visit - Call Targets & Tracking - Pitcher Connect fields - Geolocation
Contact	-	• 7 custom fields for Pitcher Connect integration
Activity	-	• 6 custom fields including: - Coaching Visit - Call Type - Presentation Type
User	-	• 5 custom fields for instance assignment & sync tracking

Custom Metadata & Settings

Configuration Type	CatalogIQ	Zero
Custom Metadata Types	• Pitcher Environment Setting	-
Custom Settings	-	• Pitcher Zero Internal Settings (Hierarchical) • Pitcher Zero Settings (List)
Environment Configuration	• Region selector • Sandbox toggle	• API Consumer Key/Secret • Instance ID • Admin credentials • Offline objects config

User Interface Components

UI Component	CatalogIQ	Zero
Lightning Web Components	• pitcherIntegration	-
Visualforce Pages	• Pitcher	• AccountGeolocation • PIT_Zero • Pitcher_Insight • PitcherAdmin
Lightning Apps	-	• PITCHER (Lightning) • PITCHER (Classic)
Custom Tabs	• Instance • Pitcher Content • Pitcher DSR • Pitcher DSR Item • Pitcher	• Pitcher Admin • Pitcher Insight • Pitcher Zero

Apex Components

Component Type	CatalogIQ	Zero
Apex Classes	• OrgInfoController	• 14 classes including: - Batch processors - Discussion Item pushers - Test classes - Update services
Web Services	-	• PitcherCRestSvc (REST) • PitcherRestSvc (REST)
Apex Triggers	-	• 5 triggers for: - Counter handling - Lead processing - Discussion Item push - Sync error tracking

Permission Sets

Package	Permission Sets	Description
CatalogIQ	• Pitcher CatalogIQ Admin • Pitcher CatalogIQ Rep	Admin and rep level permissions for objects & fields
Zero	• PITCHER-Zero Admin • PITCHER-Zero Integration • PITCHER-Zero Rep • PITCHER-Zero Rep - NonPlatform	More granular permission model including integration user and platform/non-platform distinction

Integration Features

Feature	CatalogIQ	Zero
CORS Support	• https://*.pitcher.com	-
Connected Apps	• Pitcher (Production) • Pitcher sandbox (Dev/Test)	-
External IDs	Limited external ID fields	Extensive external ID support across multiple objects
Offline Support	-	• Offline object generation • P0 card support • Sync conflict resolution

Key Differentiators

CatalogIQ Advantages

• Next Generation Architecture: Built for modern Pitcher Impact Apps
• DSR (Digital Sales Room) Support: Dedicated objects for DSR functionality
• Simplified Object Model: Fewer, more focused objects
• Lightning Web Components: Modern UI framework support
• Environment Settings Metadata: Easier configuration management
• Connected Apps: Pre-configured for easy setup

Zero Advantages

• Comprehensive Activity Tracking: More detailed activity and engagement tracking
• Multichannel Support: Built-in support for multiple communication channels
• Advanced Sync Capabilities: Dedicated sync error tracking and activity monitoring
• Field Extensions: Extensive customization of standard Salesforce objects
• Mature Integration: More triggers and batch processing capabilities
• Offline CRM Support: Full offline synchronization with P0 card generation
• Conflict Resolution: Built-in sync conflict handling and tracking

Recommended Use Cases

Use Case	Recommended Package	Reason
New Pitcher Impact Apps deployment	CatalogIQ	Modern architecture, simpler setup
Existing Pitcher platform users	Zero	Backward compatibility, comprehensive features
DSR-focused implementations	CatalogIQ	Native DSR object support
Multichannel engagement tracking	Zero	Built-in multichannel objects
Simple content synchronization	CatalogIQ	Streamlined object model
Complex field sales scenarios	Zero	Extensive field customization and offline CRM sync
Offline CRM scenarios	Zero	P0 card generation and offline object synchronization
Cloud-only deployment	CatalogIQ	Simplified architecture optimized for always-connected scenarios

Migration Considerations

When migrating from Zero to CatalogIQ or vice versa, consider:

1. Data Model Differences: Significant differences in object structure require data mapping
2. Feature Gaps: Some features available in one package may not exist in the other
3. Custom Field Locations: Different approaches to extending standard objects
4. Permission Model: Different permission set structures require reconfiguration
5. Integration Points: Different web service endpoints and integration patterns
6. Testing Requirements: Comprehensive testing needed due to architectural differences

Recommendation: Engage Pitcher Professional Services for migration planning and execution to ensure data integrity and minimal disruption.