Lightning for Events Management

Lightning-enabled orgs have access to a dedicated experience on the Browser (Lightning) platform, enabling the use of Salesforce’s enhanced Lightning UI with the capabilities of Events Management.

Once configured, the Lightning UI applies to the following Events Management functionality:

• Creating and Editing an Event – See Functionality Differences for updated functionality
• The Next Steps Section – See Functionality Differences for updated functionality
• Adding Event Team Members
• Adding Event Budgets to an Event
• Adding Speakers to an Event – See Functionality Differences for updated functionality
• Adding Event Materials to an Event
• Entering Expense Estimates into an Event
• Event Sessions
• Adding Attendees to an Event
• Searching for Out of Territory Attendees – See Functionality Differences for updated functionality
• Adding Walk-in Attendees – See Functionality Differences for updated functionality
• Reconciling Walk-in Attendees – See Functionality Differences for updated functionality
• Entering Expense Headers and Lines
• Using the Files, Attachments, and Notes related list in EM_Event_vod records
• Managing Related Lists in Lightning for Events Management
• Selecting Attendees in Hierarchies
• Adding Local Time and Time Zone to an Event
• Hosting a Virtual Event using Engage
• Generating Virtual Participant URLs in Child Events
• Alternative Hosts for Virtual Events
• Associating an Account with an Event
• Using Event Templates in Child Events
• SAP Concur Integration with Events Management
• Event Business Rules
• Event Tasks
• Using Notes in Lightning Experience
• Child Accounts in Events Management
• Searching for Child Account Attendees Outside a User’s Territory
• Viewing Expense Headers and Expense Lines in Lightning for Events Management
• Creating and Editing Expense Headers and Expense Lines – Includes creating split expenses

When defined on EM_Event_Layout_vod records, the following buttons display on events in Lightning for Events Management, enabling the following functionality:

• Send Email
• Record a Call
• View Signatures
• Preview Event QR Code
• Manage Contracts
• Link Contracts

These features are functionally equivalent to other platforms.

Unsupported Features on Lightning for Events Management

The following Events Management features are not currently available when using Lightning for Events Management, though support is planned in future releases:

• View Vault Event Content

Configuring Events Management for Lightning

1. Grant end users access to the Run Flows App Permission.

2. Add the veevaEMModalLauncher component to any customer-created Lightning Record Pages of the following objects:

   • EM_Event_vod
   • EM_Attendee_vod
   • EM_Event_Budget_vod
   • EM_Event_Material_vod
   • EM_Event_Session_Attendee_vod
   • EM_Event_Session_vod
   • EM_Event_Speaker_vod
   • EM_Event_Team_Member_vod
   • EM_Expense_Estimate_vod
   • Expense_Header_vod
   • Expense_Line_vod

Additionally, configuring this functionality involves overriding the New, Edit, and View buttons for the all of the following objects:

• EM_Event_vod
• EM_Event_Speaker_vod
• EM_Event_Budget_vod
• EM_Event_Team_Member_vod
• EM_Event_Material_vod
• EM_Expense_Estimate_vod
• EM_Attendee_vod
• Expense_Header_vod
• Expense_Line_vod

the customer should also set the Visualforce Page Override for the New button on the EM_Event_vod object to be EM_Event_Redirect_RT_Selector_vod if they plan on also creating events in Salesforce classic

Overriding the New and Edit Buttons

To override the New and Edit buttons:

1. Navigate to the Buttons, Links, and Actions page on the appropriate object.
2. Select either New or Edit from the drop down menu in the appropriate button row.

3. Select the EM_Event_Redirect_RT_Selector_vod Visualforce page in the Salesforce Classic Override section. This step only applies to the New button on the EM_Event_vod object.

   When overriding the New button on the EM_Event_vod object, admins must also select the Skip record type selection page check box.

4. Select the appropriate Lightning component in the Lightning Experience Override section based on the object and button:

   Object	New Button	Edit Button
   EM_Event_vod	c:emEventNewOverride	c:veevaActionEdit
   EM_Event_Speaker_vod EM_Event_Budget_vod EM_Event_Team_Member_vod EM_Event_Material_vod EM_Expense_Estimate_vod EM_Attendee_vod Expense_Header_vod Expense_Line_vod	c:veevaActionNew

5. Select Save.

Overriding the View Button

The process for overriding the View button differs from overriding New and Edit, since admins must set the Lightning page layout as the org wide default:

1. Navigate to the Lightning Record Pages page on the appropriate object.
2. Edit the only existing record page.
3. Select Save without making any changes to the page.
4. Select Make Page Org Default.

Functionality Differences

The flow of supported Events Management functionality is unchanged from the Browser (Classic) version of the module, with the following exceptions.

Creating Events in Lightning for Events Management

When creating an event, the record type selection page is overridden with a customized event creation flow including details for each defined event type, as well as country selection.

To enable organizers to begin planning events without knowing start and end times, the Start_Time_vod and End_Time_vod fields do not need to be populated initially to create the record.

Viewing the Next Steps Section

The Next Steps section displays on EM_Event_vod records as a column to the right of the record’s details that users can expand or collapse by selecting the Expand or Collapse arrow button in the column header.

The Next Steps section also displays when creating or editing an EM_Event_vod record.

Adding Speakers in Lightning for Events Management

When adding speakers to an event, the Select Speaker displays as a modal over the event, rather than as a separate page.

Selecting a speaker’s name in this modal displays details about the speaker, along with the option to add them to an event and download their CV file, if available.

In addition to adding speakers one at a time, users can also select multiple speakers to add at once using the check box column before selecting Save.

Reconciling Walk-in Attendees