My Team calendar view for field managers
Key Takeaway
My Team is only available in the Life Sciences Cloud mobile app. The My Team tab reaches managers through its "Profiles" setting, so a manager's profile must be listed there.
My Team is a Life Sciences Customer Engagement Calendar feature that lets field managers, such as District Managers, see their team's schedules within the territories they are assigned to. A consultant enables My Team by giving the manager user the right profile, territory, and permission sets, and then adding a My Team custom tab to the mobile app.
Where My Team fits in the Calendar
Sales teams use the Life Sciences Customer Engagement Calendar to see and prioritize these items:
- visits
- time off territory
- managed events
- non-customer-facing general events
- assessment tasks
The Calendar also lets users access team members' schedules.
"Set Up My Team for Managers" is one of the Calendar setup tasks. Other Calendar setup tasks include configuring calendar events, calendar parameters, holiday mapping, visit preview, and Mirror Territory.
The Calendar setup as a whole is available in Lightning Experience. The My Team feature itself is only available in the Life Sciences Cloud mobile app.