Configuring Call Planning

Initial configuration includes the setup of all default functionality for Call Planning. Advanced functionality requires additional configuration.

Prerequisites

Ensure the following is complete before configuring Call Planning:

Configuring Call Planning

  1. Grant users and admins the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Call2_vod

    CRUD

    n/a

    • Account_vod
    • Address_vod
    • Attendees_vod
    • Call_Date_vod (optional)

      FLS for Call_Date_vod is only needed if Capturing the Call Date Only is enabled

    • Call_DateTime_vod
    • Color_vod
    • Duration_vod
    • User_vod

    Edit

    Preferences_vod

    n/a

    n/a

    Last_List_Scheduler_Account_List_vod

    Edit

    Users must have at least Create and Read OLS for the Call2_vod object to create and view calls in My Schedule. To enable users to edit or delete calls, grant Update and/or Delete OLS for the Call2_vod object as well.

  2. Enable the following Veeva Setting check boxes:

    • Enable_Calendar_Agenda_View_vod
    • Enable_Calendar_Month_View_vod
    • ENABLE_LIST_SCHEDULER_vod

My Schedule's Week View always displays. If none of the other calendar view settings are enabled, those views do not display properly.