Configuring Multichannel Cycle Plans

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

MCCP Admin

To configure MCCP for MCCP Admins:

  1. Grant the following permissions:

    Object OLS Record Types Fields FLS

    Call2_vod

    C

    n/a

    n/a

    n/a

    MC_Cycle_vod 

    CRU

    n/a

    All

    edit

    MC_Cycle_Channel_vod

    CRU

    Channel_Only_vod
    Channel_Product_vod

    All

    edit

    MC_Cycle_Plan_vod

    CRU

    n/a

    All

    edit

    MC_Cycle_Plan_Channel_vod

    CRU

    Channel_Only_vod
    Channel_Product_vod

    All

    edit

    MC_Cycle_Plan_Product_vod

    CRU (if used)

    n/a

    All

    edit

    MC_Cycle_Plan_Summary_vod

    R

    n/a

    All

    edit

    MC_Cycle_Plan_Target_vod

    CRU

    n/a

    All

    edit

    MC_Cycle_Product_vod

    CRU (if used)

    n/a

    All

    edit

    Medical_Event_vod

    R

    n/a

    All fields that define channel criteria

    Read

  2. Ensure the page layout assignment matches the record type for all profiles on the MC_Cycle_Channel_vod and MC_Cycle_Plan_Channel_vod objects.

  3. Grant the MCCP Admin user access to the following Visualforce pages:

    • MC_Channel_Criteria_vod – provides the ability to define criteria for channel activities
    • MCCP_Admin_vod – displays the MCCP Admin page

  4. Expose the MCCP Admin tab. This page stores the MCCP Integration Admin User credentials as well as the 10 most recent calculations. If this tab is not listed, create it:

    CRM > Veeva Admin > Setup > Create > Tabs > Visualforce Tabs > New > Create Tab:

    • Visualforce Page: MCCP_Admin_vod [MCCP_Admin_vod]
    • Tab Label: MCCP Admin
    • Tab Name: MCCP_Admin
    • Tab Style: Any

  5. Veeva recommends creating a Salesforce.com app for MCCP to quickly build and reference MCCP tabs and records. If an app is created, the following tabs need to be exposed to the MCCP Administrator:

    Tab Type Tab Label Underlying Component Comments

    VF Tab

    MCCP Admin 

    MCCP_Admin_vod

    VF page. Ok to re-label.

    Custom Object

    MC Cycles

    MC_Cycle_vod object 

    Ok to re-label.

    Custom Object

    MC Cycle Plans

    MC_Cycle_Plan_vod object

    Ok to re-label.

    VF Tab

    Veeva Process Scheduler

    Scheduler_Administration_vod VF Page

    May need to create a tab if one does not exist 

Integration Users

The MCCP engine requires an integration user account for the calculation of plan status.

To configure MCCP for integration users:

  1. On the MCCP Admin tab, select the Validate Credentials link and enter the login credentials of the MCCP integration user account.
  2. Grant the following permissions:
Object OLS Record Types Fields FLS

Call2_vod

C

n/a

n/a

n/a

Call2_Detail_vod

n/a

n/a
  • Detail_Priority_Text_vod
  • Detail_Group_vod

Read

Event_Attendee_vod

R

n/a

All fields that define channel criteria

Read

MC_Cycle_vod 

R

n/a

All

edit

MC_Cycle_Channel_vod

R

n/a

All

edit

MC_Cycle_Product_vod

R

n/a

All

edit

MC_Cycle_Plan_vod

CRU

n/a

All

edit

MC_Cycle_Plan_Target_vod

CRU

n/a

All

edit

MC_Cycle_Plan_Channel_vod

CRU

n/a

All

edit

MC_Cycle_Plan_Product_vod

CRU

n/a

All

edit

MC_Cycle_Plan_Summary_vod

CRU

n/a

All

edit

Medical_Event_vod

R

n/a

All fields that define channel criteria

Read

End Users

To configure MCCP for end users, grant the following permissions: 

Object OLS Record Types Fields FLS

Call2_Detail_vod

n/a

n/a

Detail_Priority_Text_vod

Read

EM_Attendee_vod

R

n/a

All fields 

Read

MC_Cycle_vod 

R

n/a

All

read

MC_Cycle_Channel_vod

R

n/a

All

read

MC_Cycle_Plan_vod

R

n/a

All

read

MC_Cycle_Plan_Channel_vod

R

n/a

All

read

MC_Cycle_Plan_Product_vod

R (if used)

n/a

All

read

MC_Cycle_Plan_Summary_vod

R

n/a

All

read

MC_Cycle_Plan_Target_vod

R

n/a

All

read

MC_Cycle_Product_vod

R 

n/a

All

read

Medical_Event_vod

R

n/a

All fields that define channel criteria

Read

General Configuration

  1. Activate VMOCs for the following objects:
  • MC_Cycle_vod
  • MC_Cycle_Channel_vod
  • MC_Cycle_Product_vod
  • MC_Cycle_Plan_vod
  • MC_Cycle_Plan_Target_vod
  • MC_Cycle_Plan_Channel_vod
  • MC_Cycle_Plan_Product_vod
  • MC_Cycle_Plan_Summary_vod
  1. Select the MCCP_Admin_vod check box on the User object.

Selecting the MCCP_Admin_vod check box is required to successfully run the Process Scheduler MCCP Task. It also provides the ability to update locked plans with calculation results.

  1. Enable the following Multichannel Settings with a value of 1:
  • MCCP_ENABLE_DETAIL_PRIORITY_vod – Enable for both the end user and integration user. For the integration user, you may need to enable this at the org level or the profile level depending on your configuration. This setting enables MCCP detail priority to display in the detailing priority section of the call report.
  • MCCP_ENABLE_GOALS_REM_vod – Enable for the end user. This setting enables MCCP product activity goals and remaining product activity to display along with MCCP detail priority on the call report.
  1. Enable the MCCP_ENABLE_ACTIONS_My_Plan_vod Multichannel setting with a value of Call2_vod. This enables the Send to Scheduler button.
  2. Edit the double semi-colon delimited list in the MCCP_POPUP_FIELDS_vod Multichannel Setting with the API names of the fields that should display in the product table.
  3. Set the MCCP_SEND_TO_SCHED_TYPE_vod Multichannel setting.
  • 0 (zero) – sends targets to the Call Scheduler
  • 1 – sends targets to the List Scheduler
  1. Enable the ENABLE_LIST_SCHEDULER Veeva Setting. If the setting is not enabled, the targets are sent to the Call Scheduler by default.
  2. If using Setting MCCP Goals for a Detail Group, deselect the Required check box for the Product_vod lookup field on the MC_Cycle_Product_vod object and make the field non-required on the related page layout. This allows the MC_Cycle_Product_vod record to be created without a product.