Quick Start Guide

The permissions mentioned below can be granted by applying three permission sets that are included with Veeva Events Management.

  • EM_FIELD_USER_VOD
  • EM_MANAGER_USER_VOD
  • EM_DATA_ADMIN_VOD

Every major version of Veeva Events Management updates these permission sets to include permissions to the newest features. New feature deployment involves change management and training. For that reason, Veeva recommends cloning the Veeva-delivered permission sets and enabling the features that you want to use.

Profile Setup: Object Permissions

  • C = Create
  • R = Read
  • U = Update
  • D = Delete

Object

Rep

Manager

Admin

Medical_Event_vod

CRUD

CRUD CRUD

Event_Attendee_vod

CRUD CRUD CRUD

EM_Event_vod

CRUD CRUD CRUD

EM_Attendee_vod

CRUD CRUD CRUD

EM_Event_Team_Member_vod

CRUD CRUD CRUD

EM_Vendor_vod

Read

CRUD CRUD

EM_Venue_vod

Read

CRUD CRUD

EM_Event_Session_vod

CRUD CRUD CRUD

EM_Event_Session_Attendee_vod

CRUD CRUD CRUD

EM_Event_Speaker_vod

CRUD CRUD CRUD

EM_Budget_vod

Read

CRUD CRUD

EM_Event_Budget_vod

CRUD CRUD CRUD

EM_Expense_Estimate_vod

CRUD CRUD CRUD

Expense_Header_vod

CRUD CRUD CRUD

Expense_Line_vod

CRUD CRUD CRUD

Expense_Type_vod

Read Read CRUD

EM_Speaker_vod

Read

CRUD CRUD

EM_Catalog_vod

Read CRUD CRUD

EM_Speaker_Qualification_vod

Read CRUD CRUD

EM_Event_Configuration_Country_vod

Read Read CRUD

Country_vod

Read Read CRUD

EM_Event_Configuration_vod

Read Read CRUD

EM_Event_Rule_vod

Read Read CRUD

EM_Event_Layout_vod

Read Read CRUD

EM_Event_Action_vod              

Read Read CRUD

EM_Event_History_vod

Read Read CRUD

Metadata_Definition_vod

Read Read CRUD

Metadata_Translation_vod

Read Read CRUD

Task

CRUD CRUD CRUD

Profile Setup: Granting Record Type Access

Grant access to the desired record types for all objects a user can create.

Profile Setup: Granting Access to Visualforce Pages and Tabs

  • Admins should have access to the following Visualforce pages:
  • EM_Configuration_Console_vod
  • EM_Event_Configuration_Edit_vod
  • EM_Event_Configuration_View_vod
  • EM_Event_Rule_Edit_vod
  • EM_Event_Rule_View_vod
  • All EM users need access to:
  • EM_Event_Action_Edit_vod – Set to override the Edit button on EM_Event_Action_vod
  • EM_Event_Action_View_vod – Set to override the View button on EM_Event_Action_vod
  • EM_Event_Budget_Edit_vod
  • EM_Event_Budget_View_vod
  • EM_Event_Edit_vod – Set to override the Edit button on EM_Event_vod
  • EM_Event_Layout_Edit_vod – Set to override the Edit button on the EM_Event_Layout_vod object
  • EM_Event_Layout_New_vod – Set to override the New button on the EM_Event_Layout_vod object
  • EM_Event_Layout_View_vod – Set to override the View button on the EM_Event_Layout_vod object
  • EM_Event_Session_Attendee_Edit_vod
  • EM_Event_Session_Attendee_View_vod
  • EM_Event_Session_Edit_vod
  • EM_Event_Session_View_vod
  • EM_Event_Speaker_Edit_vod
  • EM_Event_Speaker_View_vod
  • EM_Event_Team_Member_Edit_vod
  • EM_Event_Team_Member_View_vod
  • EM_Event_View_vod – Set to override the View button on EM_Event_vod
  • EM_Expense_Estimate_Edit_vod – Set to override the Edit and New buttons on EM_Expense_Estimate_vod
  • EM_Expense_Estimate_View_vod – Set to override the View button on EM_Expense_Estimate_vod
  • EM_Speaker_Selection_vod
  • Event_Attendee_Edit_Redirect_vod – Set to override the Edit button on Event_Attendee_vod
  • Event_Attendee_View_Redirect_vod – Set to override the View button on Event_Attendee_vod
  • Event_New_vod – Set to override the New button on EM_Event_vod
  • Expense_Header_Edit_vod – Set to override the Edit and New buttons on Expense_Header_vod
  • Expense_Header_View_vod – Set to override the View  button on Expense_Header_vod
  • Expense_Line_Edit_vod – Set to override the Edit and New  button on Expense_Line_vod
  • Expense_Line_View_vod – Set to override the View  button on Expense_Line_vod
  • Medical_Event_Edit_Redirect_vod – Set to override the Edit button on Medical_Event_vod
  • Medical_Event_View_Redirect_vod – Set to override the View button on Medical_Event_vod
  • SObject_new_vod
  • SObjectRecordTypeRedirect page
  • For all EM users – Remove the Medical_Event_vod tab and add the EM_Event_vod tab

Profile Setup: Individual Field Permissions

In addition to out-of-the-box fields on Events Management specific objects listed above, access is required to the following fields:

  • Read permission to the Preferences_vod.Event_Management_User_vod field
  • FLS visibility to the Medical_Event_vod.Mobile_ID_vod field
  • FLS visibility to the Medical_Event_vod.Start_Time_vod field
  • FLS visibility to the Medical_Event_vod.End_Time_vod field
  • FLS visibility to the Medical_Event_vod.EM_Event_vod field
  • FLS visibility to the Event_Attendee_vod.Mobile_ID_vod field
  • FLS visibility to the Event_Attendee_vod.EM_Attendee_vod field
  • FLS visibility to the Event_Attendee_vod.EM_Event_Speaker_vod field

Org Configuration: Event types, Layouts, and Actions

In order to use Events Management, event types, layouts, and flows must be configured. These components define which types of events are stored in the system, what data displays to the end user, and what life-cycle flows each Event type follows.

The following documentation sections assist in configuring event types, layouts, and actions.

Additionally, create page layouts that are needed to display to end users.

In order to select existing page layouts when creating Event Layout records, select the Refresh Metadata button on the Event Configuration Console. See the section below on Populating Metadata for more information.

Org Configuration: Populating Metadata

Once the page layout configuration and actual page layouts are created, open the EM Configuration Console and select the Refresh metadata button. Select this button each time page layouts or buttons are updated.

The EM Configuration Console is a VisualForce tab that uses the EM_Event_Configuration_Console_vod VisualForce page.

Clear the Veeva Cache.

Org Configuration: Enabling VMobile Object Configurations

To enable VMobile Object Configurations:

  1. Enable Enhanced Sync on the VMOCs for Medical_Event_vod and Event_Attendee_vod.
  2. Activate the VMOC for the Country_vod object for iPad.
  3. Activate the VMOC for the Events_Management_Setting_vod object for the iPad.

Individual User Setup

This step is required to determine which country the user can create events in.

  1. Set the Event_Country_Config_vod field, on the Preferences object, to US;1 (or other desired value).
  2. Grant users read permission to this field.
  3. Use the 2-digit ISO code for whatever country should be the default for this user. US denotes default country.

    • 1 denotes the user can select other countries, and therefore should be able to select the country when creating the event. A value of 0 means the user cannot create events in other countries.

See Setting up a CRM Sandbox Org for more information about populating country records.