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:
-
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
-
Grant access to the following Visualforce pages:
- Medical_Event_Edit_Redirect_vod
- Medical_Event_View_Redirect_vod
- Grant access to the Medical Events tab.
- Activate the appropriate VMOCs for the Medical_Event_vod object.