Adding Events as a Channel in Multichannel Cycle Plans

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  • Windows

Progress towards Event attendance goals can be calculated so customers can define and indicate team-based goals for a target. Event channels can be based on the Events Management or Medical Event module.

Only team-based goals are supported for Events as a Channel.

For example, Sarah Jones’s account Dr. Clinton Ackerman needs to attend two Events in this sales cycle. Once an Event-based channel is created, Sarah sees the attendance records for Dr. Ackerman that fall within the cycle’s start and end dates and count toward the goal. She contacts Dr. Ackerman to schedule more events so he meets the goal.

Configuring Events as a Channel

Prerequisites

Ensure the Team-Based Goals feature is enabled.

Ensure initial configuration is complete before enabling this functionality.

Configuration

MCCP admins can enable this feature when using the Event_Attendee_vod picklist value as the Channel_Object_vod field value on the MC_Cycle_Channel_vod object.

Grant users the following permissions:

Object OLS Record Types Fields FLS

Medical_Event_vod

R

n/a

All fields that define channel criteria

Read

Event_Attendee_vod

R

n/a

All fields that define channel criteria

Read

MCCP Admins can enable this feature when using EM_Attendee_vod picklist value as the Channel_Object_vod field value on the MC_Cycle_Channel_vod object:

Grant users the following permissions:

Object OLS Record Types Fields FLS

Object

OLS

Record Types

Fields

FLS

EM_Event_vod

R

n/a

All fields that define channel criteria

Read

EM_Attendee_vod

R

n/a

All fields that define channel criteria

Read

To enable this feature for MCCP integration users if using Event_Attendee_vod__c as the Channel_Object_vod, grant users the following permissions:

Object OLS Record Types Fields FLS

Object

OLS

Record Types

Fields

FLS

Medical_Event_vod

R

n/a

All fields 

Read

EM_Attendee_vod

R

n/a

All fields 

Read

To enable this feature for MCCP integration users if using EM_Attendee_vod__c as the Channel_Object_vod, grant users the following permissions:

Object OLS Record Types Fields FLS

EM_Event_vod

R

n/a

All fields 

Read

EM_Attendee_vod

R

n/a

All fields 

Read

This feature is automatically enabled for end users if the Team-Based Goals feature is enabled.

Using Events as a Channel

To define team goals with Events as a channel, use the Team_Channel_Activity_Goal_vod field and optionally, the Team_Channel_Activity_Max_vod field on the MC_Cycle_Plan_Channel_vod object.

  • MCCP admins can define an Event channel based on the Medical Events and/or the Events Management module

When defining the Event channel criteria, remember the Events Management module creates stub records in Medical Events objects. Double counting may occur unless the channel criteria definition is configured to account for the stub records.

  • Event channels based on the Medical Events module can have channel criteria defined based on fields from the Event_Attendee_vod and Medical_Event_vod objects
  • Event channels based on the Events Management module can have their channel criteria defined based on fields from the EM_Attendee_vod and EM_Events_vod objects
  • Users can view the team progress towards Event attendance goals for their targets

The MCCP MCE process determines whether an Event falls within the cycle start and end date based on the Event’s start date. For Events Management, the Event's start date is the Start_Time_vod value. For Medical Events, the Event's start date is the Start_Time_vod or Start_Date_vod value.

  • Users can view the team attainment for each Event channel at the plan level