Using the Business Calendar

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The business calendar enables users to visualize and track ongoing sales cycles, campaigns, and account plans within their company. Additionally, business administrators can create a customized company calendar, facilitating communication of company-defined holidays, industry-level events, and company-specific events, for example PDUFA dates.

Using the business calendar, brand managers can effectively coordinate their sales cycles and campaigns. Centralizing long-term activities in a single tab promotes better coordination between different groups within the company, for example, sales and marketing, as they plan their respective activities. Additionally, brand managers can use the business calendar to view upcoming holidays, company, and industry events, which is important information for them during the planning process.

Both business administrators and brand managers can use the business calendar to access detailed information about calendar items, apply filters to display relevant items, and modify the calendar's view to better understand long-term activities.

Configuring the Business Calendar

To configure the business calendar, complete the steps in all of the following configuration sections.

Admins

To enable this feature for administrators:

  1. Grant admins the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Calendar_vod

    CRUD
    • Event_vod
    • Holiday_vod
    • Name
    • Status_vod
    • Country_Code_vod
    • External_ID_vod

    Edit

    Calendar_Event_vod

    CRUD

    n/a
    • Name
    • Start_Date_vod
    • Start_Time_Local_vod
    • End_Date_vod
    • End_Time_Local_vod
    • Time_Zone_vod
    • Description_vod
    • Important_vod
    • External_ID_vod

    Edit

    Product_vod

    CRUD

    n/a

    Brand_Color_Code_vod

    Edit

  2. Grant admins access to the following Apex classes:

    • VeevaBusinessCalendarService
    • VeevaBusinessCalendarController
  3. Grant admins access to the Business_Calendar_vod Lightning Component tab.

  4. Populate the Brand_Color_Code_vod field with a hex color code for all appropriate Product_vod records. This field is optional and defines the color of campaigns for the product in the Business Calendar.

    The # character must be included in the entered hex color code.

Brand Managers and End Users

To enable this feature for brand managers and end users:

  1. Grant brand managers and end users the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Calendar_vod

    R
    • Event_vod
    • Holiday_vod
    • Name
    • Status_vod
    • Country_Code_vod
    • External_ID_vod

    Read

    Calendar_Event_vod

    R

    n/a
    • Name
    • Start_Date_vod
    • Start_Time_Local_vod
    • End_Date_vod
    • End_Time_Local_vod
    • Time_Zone_vod
    • Description_vod
    • Important_vod
    • External_ID_vod

    Read

  2. Grant brand managers and end users the following additional permissions based on your company’s needs:

    Object

    OLS

    Record Types

    Fields

    FLS

    Account_Plan_vod

    R

    n/a
    • Start_Date_vod
    • End_Date_vod

    Read

    Product_vod

    R

    n/a

    Brand_Color_Code_vod

    Read

  3. Add the Calendar Events related list to the appropriate Calendar_vod object page layouts.

  4. Grant brand managers and end users access to the following Apex classes:

    • VeevaBusinessCalendarService
    • VeevaBusinessCalendarController

  5. Grant brand managers and end users access to the Business_Calendar_vod Lightning Component tab.

  6. Create a tab for the Calendar_vod object. Grant brand managers access to the tab.

Viewing the Business Calendar

End users can view the business calendar by navigating to the Business_Calendar_vod tab.

Use Sharing Rules to control which records on the business calendar the user can view.

Users can collapse or expand relevant calendars using the navigation panel on the left side of the tab.

Available sections are:

  • Company Calendar – Displays all defined company calendar events, including industry-level events and company or national holidays. See Creating Company Calendars for more information.

  • Cycles – Displays MC_Cycle_vod records based on their Start_Date_vod and End_Date_vod fields. Cycles display as light red on the calendar.

  • Campaigns – Displays Campaign_vod records based on their Start_Date and End_Date_vod fields. Campaigns for each product display as subsections.

    By default, campaigns display as orange on the calendar, though admins can populate the Brand_Color_Code_vod field on Product_vod records with a hex code to override this color for campaigns of a specific product.

  • Account Plans – Displays active Account_Plan_vod records based on their Start_Date_vod and End_Date_vod fields. Account plans display as light purple on the calendar.

Displaying Event Details

Hover over an event in the calendar to display a modal with details about the event.

Select the More Details link in the modal to display the record associated with the event, for example, the Campaign_vod or Account_Plan_vod record.

Changing the View of the Business Calendar

Select the View picklist in the top right corner of the calendar to change the calendar’s view. The current view displays as selected in the picklist.

The following options are available:

  • Quarters – Groups events and long-term activities on the calendar based on fiscal quarter
  • Months – Groups events and long-term activities on the calendar by month. This is the default selection.
  • Weeks – Groups events and long-term activities on the calendar week by week
  • Days – Groups events and long-term activities on the calendar on a daily basis

Filtering the Business Calendar

When large numbers of Account Plans, Campaigns, or Cycles are available, users can filter the business calendar to only display relevant events:

  1. Navigate to the filter icon in the left column header or right-click anywhere in the left column header.

  2. Select Apply Filter.

  3. Enter the appropriate term to filter.

  4. Select Enter.

Only sections and calendars matching the entered term display. If a section does not contain any matching calendars, the section does not display.

Creating Company Calendars

To create a company calendar used to share events with end users, create a Calendar_vod record with the following fields populated:

  • Record Type – The following record types are available:

  • Event_vod – Stores industry and company-level events. Calendar events in Event_vod type calendars display as light blue events on the business calendar.

  • Holiday_vod – Stores company and national-level holidays. Calendar events in Holiday_vod type calendars display as light green events on the business calendar.

  • Country_Code_vod – Defines the country the calendar applies to
  • Status_vod – The following values are available for selection:
  • Draft_vod – Does not display the events associated with this calendar to attendees. This is the recommended value when initially creating calendars.
  • Active_vod – Displays the events associated with this calendar to users
  • Inactive_vod – Inactivates the record

You can also set up Sharing Rules to control which calendars users can view.

Creating Calendar Events

To create calendar events for custom company calendars:

  1. Navigate to the appropriate Calendar_vod record.
  2. Navigate to the Calendar Events related list.
  3. Select New.

  4. Create a new Calendar_Event_vod record with the following fields populated:

    • Name – The name of the event that displays on the business calendar
    • Start_Date_vod – The start date of the event

      If only a Start date or End date is supplied, the record is not valid. Users must enter both, or leave both fields blank.

    • Start_Time_Local_vod – The local start time of the event
    • End_Date_vod – The end date of the event
    • End_Time_Local_vod – The local end date of the event
    • Time_Zone_vod – The time zone of the event
    • Description_vod – The event’s description that displays on the business calendar

    • Important_vod – Selecting this check box causes the event’s placement on the business calendar to be highlighted with a dotted line signifying the event’s start.

      Do not designate more than one event starting on the same day as important.

  5. Select Save.