Defining Speaker Caps for the Next Year

To prepare for a speaker’s changing responsibilities, for example, a popular speaker being more utilized, business admins can define a speaker’s annual cap for the upcoming year. This is useful if the business admin knows that a speaker will need a different annual cap for their next year compared to their current year.

Business admins can define what the cap amount for the next year should be for a speaker, then when the speaker’s year-to-date reset date occurs, their current cap automatically updates to reflect the value entered into next year’s cap by the business admin.

If this featured is enabled, all speakers must have a defined Next Year Annual Cap. If this feature is enabled and the Next Year Annual Cap is left empty, the speaker’s cap automatically updates to zero when their Next Year Reset Date occurs.

Who Can Use This Feature?

  • Licensing – Available to users with Events Management
  • Platforms – Browser, iPad
  • Users – Business Admins

Configuring a Speaker’s Cap for the Next Year

To configure this feature, complete the steps in all of the following configuration sections.

Admins

To configure this feature for admins:

  1. Ensure the following features are enabled:

  2. Grant admins the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    EM_Speaker_vod

    CRUD

    n/a

    Next_Year_Annual_Cap_vod

    Edit
  3. Ensure the SPEAKER_YTD_CAPS_RESET Apex class is scheduled to run daily. This ensures caps update on the appropriate Next Year Reset Date. See the following Salesforce Help article for more information on Scheduling Apex Jobs.
  4. Select the Next_Year_Speaker_Cap_vod Events Management Setting check box.

Business Admins

To configure this feature for business admins:

  1. Ensure the following features are enabled:

  2. Grant admins the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    EM_Speaker_vod

    RU

    n/a

    Next_Year_Annual_Cap_vod

    Edit
  3. Add the Next_Year_Annual_Cap_vod field to the appropriate EM_Speaker_vod object page layouts to enable business admins to enter the cap for the next year.

Defining a Speaker’s Cap for the Next Year

Business admins can define a speaker’s total cap for the upcoming year:

  1. Edit to the appropriate EM_Speaker_vod record.

  2. Populate the Next_Year_Annual_Cap_vod field with the appropriate amount.

  3. Select Save.

When the speaker’s cap resets as defined by Resetting Speaker Year-to-Date Caps, the speaker’s Annual_Cap_vod field automatically updates to match the value entered in the Next_Year_Annual_Cap_vod field.