Using the WeChat CRM Calendar

The WeChat CRM calendar displays all of the user's activities in Agenda, Daily, and Weekly views. Users can create and modify the following activities in the WeChat CRM calendar:

  • Call
  • Time Off Territory
  • Medical Event

See My Schedule in Veeva CRM for more information.

Configuring the Call Creation for Multiple Accounts

To enable creating calls for multiple accounts at once, grant end users OLS Create access to the Call2_vod object.

Configuring the Agenda, Daily and Weekly Views

To enable the Agenda, Daily, and Weekly views for the WeChat CRM calendar:

  1. Grant end users the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Account

    n/a

    n/a

    • Account_Identifier_vod
    • Formatted_Name_vod

    Read

  2. Select the following WeChat Setting check boxes to grant end users access to the appropriate business account record types:
    • HOSPITAL_RECORD_TYPES_vod
    • PROFESSIONAL_RECORD_TYPES_vod
  3. Grant end users access to the VeevaWechatCalendar Apex class.

Configuring Call Creation from the WeChat CRM Calendar without Cycle Plans

To enable creating calls from the WeChat CRM calendar without cycle plans, grant end users the following permissions:

Object

OLS

Record Types

Fields

FLS

Call2_vod

C

n/a

  • Call_Datetime_vod
  • Call_Date_vod
  • Duration_vod__c
  • ID
  • OwnerId Status_vod
  • RecordTypeId

Edit

Configuring Call Creation from the WeChat CRM Calendar with Cycle Plans

To enable creating calls from the WeChat CRM calendar with cycle plans, grant end users the following permissions:

Object

OLS

Record Types

Fields

FLS

Call2_vod

C

n/a

  • Call_Datetime_vod
  • Call_Date_vod
  • Duration_vod__c
  • ID
  • OwnerId Status_vod
  • RecordTypeId

Edit

Cycle_Plan_Target_vod

R

n/a

  • Planned_Calls_vod
  • Remaining_vod

Read

See Using Classic Cycle Plans in WeChat CRM and Classic Cycle Plans for more information about cycle plans.

Configuring Time Off Territory Creation from the WeChat CRM Calendar

To enable creating time off territory from the WeChat CRM calendar, grant end users the following permissions:

Object

OLS

Record Types

Fields

FLS

Time_Off_Territory_vod

C

n/a

  • Date_vod
  • Hours_Off_vod
  • Id
  • OwnerId
  • Reason_vod
  • Start_Time_vod
  • Status_vod
  • Time_vod

Edit

See Creating Time Off Territory for more information

Configuring Medical Event Creation from the WeChat CRM Calendar

To enable creating medical events from the WeChat CRM calendar:

  1. Grant end users the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Medical_Event_vod

    C

    n/a

    • Id
    • RecordTypeId
    • OwnerId
    • Status_vod
    • Start_Date_vod
    • Start_Time_vod
    • End_Date_vod
    • End_Time_vod

    Edit

  2. Select the ENABLE_SCHEDULE_MEDICAL_EVENT_vod Veeva Setting check box.

See Using Medical Events in WeChat CRM and Medical Events for more information.