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
    Account R n/a
    • Account_Identifier_vod
    • Formatted_Name_vod
    		 Read
    Address_vod R n/a
    • City_vod
    • Name
    • Primary_vod
    • State_vod
    • Zip_vod
    		 Read

    Call2_vod

    CRUD

    n/a
    • Account_vod
    • Address_vod
    • Attendees_vod
    • Call_Date_vod
    • Call_DateTime_vod (optional)

      If Capturing the Call Date Only is enabled, field permission for Call_DateTime_vod is not needed.

    • Color_vod
    • Duration_vod
    • User_vod

    Edit

    Event

    n/a

    Call_vod
    • Subject
    • WhatId
    • WhoId

    Read
    • Color_vod (optional)
    • Description (optional)
    • Event_Canceled_vod (optional)
    • IsAllDayEvent (optional)
    • Location (optional)
    • Mobile_ID_vod
    • Override_Lock_vod (optional)
    • Public (optional)
    • Type (optional)
    		 Edit

    Preferences_vod

    n/a

    n/a

    Last_List_Scheduler_Account_List_vod

    Edit
    TSF_vod RU n/a
    • Address_vod
    • Preferred_Account_vod
    		 Read
    View_vod R n/a n/a n/a

    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.