Calendar setup prerequisites across dependent features
Key Takeaway
Set up Account Address, Assessment Tasks, Best Time, Lists and Filters, and Visits before you configure Calendar, because Calendar shows the data those features produce. To block scheduling on holidays, map holidays to business hours. Creating holidays alone doesn't block scheduling.
The Life Sciences Customer Engagement Calendar is where sales teams see and plan their visits, time off territory, managed events, non-customer facing general events, and assessment tasks. Sales teams use best time suggestions on Calendar to avoid conflicts. Calendar displays data that other features produce, so you set up those features first and then configure Calendar itself.
Calendar prerequisites
Calendar is available in Lightning Experience in Enterprise and Unlimited Editions with these three items:
- Life Sciences Cloud
- The Life Sciences Cloud for Customer Engagement Add-on license
- The Life Sciences Customer Engagement managed package
Calendar is a planning surface that displays what other features provide, so its prerequisites are setup tasks inside those features. Complete the setup in these five features before you configure Calendar:
- Account Address
- Assessment Tasks
- Best Time
- Lists and Filters
- Visits
The prerequisite setup tasks require the "Life Sciences Commercial Admin" permission set.