Configuring Medical Events

Medical Events can be any meeting with accounts, from a small scale Lunch and Learn to a large-scale medical conference. The Medical Events module allows reps to capture basic details about an event, invite guests, capture guest signatures, and post expenses to SAP Concur.

To configure Medical Events for all users:

  1. Grant the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Medical_Event_vod

     

    CRUD

     

    All

     

    • CreatedById
    • LastModifiedById
    Read
    • Account_vod
    • Active_vod
    • Address_vod
    • Alternate_Name_vod
    • Description_vod
    • End_Date_vod
    • Event_Format_vod
    • Event_Identifier_vod
    • Name
    • Expense_Amount_vod
    • Expense_Post_Status_vod
    • Expense_System_External_ID_vod
    • Mobile_ID_vod
    • OwnerId
    • Cobrowse_Presentation_vod
    • Cobrowse_URL_Presenter_vod
    • RecordTypeId
    • Secondary_Product
    • Start_Date_vod
    • Submit_Expense_vod
    • Website_vod

    Edit

  2. Grant access to the following Visualforce pages:

    • Medical_Event_Edit_Redirect_vod
    • Medical_Event_View_Redirect_vod
  3. Grant access to the Medical Events tab.
  4. Activate the appropriate VMOCs for the Medical_Event_vod object.