Coaching Reports

The Coaching Report object enables a customer to create targeted forms for coaching and mentoring between managers and sales representatives. Completion of a Coaching Report form can be addressed after a ride along is complete to provide an evaluation and to offer constructive feedback. Online, the Coaching Reports are printable using Salesforce’s standard Printable View link on the top right side of the page.

To share reports between managers and sales representatives, when creating the coaching report record, the owner of the record is switched to the employee being reviewed (this is done via a delivered trigger). The owner of the record will have read-only privileges, allowing the employee to view reports that were filled out by his manager, but not edit them. Managers are able to edit reports they created because they are above employees in the Role Hierarchy. The Read and Edit privileges are controlled by standard Salesforce CRUD access based on the user’s profile. In order to ensure that this sharing model functions correctly, you need to maintain an accurate Role Hierarchy and have the Grant Access Using Hierarchies check box selected on the Organization-wide Sharing Defaults for the Coaching Report object.

Coaching Reports display as a top level menu item on CRM for iPad if the user has read permission to the Coaching_Report_vod object.

Opting Out of Coaching Reports

To opt out of this feature, create an After Update trigger where the custom logic for the object is performed. At the start of this trigger, set a flag to true by calling setUpdateCR(TRUE). Once this flag is set, the out-of-the-box Veeva logic will not run. In the After Update / After Insert Trigger, check to see if the Flag is True; if it is, then set it back to False and skip the custom logic. If the Flag is False, then set it True and perform the custom logic.

Using Coaching Reports Offline

When configured, the Coaching Reports tab displays on the CRM for iPad Home screen. The Coaching Reports list shows all visible records sorted by Report Date in descending order.

When configuring Coaching Reports, ensure the user has at least read-only permissions to at least one of the following fields on the Coaching_Report_vod object:

  • Manager_vod
  • Employee_vod
  • Status__c
  • Review_Date__c

The user must also have read permission for the Coaching_Reports_vod object.

To configure Coaching Reports for Windows, enable the Coaching Reports VMOC. After the user syncs the device, the Coaching Reports display in the top application bar.