Visit scheduling validations for overlaps and call frequency
Key Takeaway
Most visit validations need both a setting in the Admin Console and an activated trigger handler. For time off, standard validations reject Time Off Territory (TOT) entries that overlap visits while Time Off Territory Rules are off. With the rules on, an admin can add a rule for a specific profile that allows TOT entries during visits.
Visit scheduling validations are admin-configured guardrails in Life Sciences Cloud for Customer Engagement. They enforce business and regulatory rules on when and how often reps schedule visits. They cover areas such as frequency limits, time off, holidays, business hours, and how far ahead a visit can be booked. To set them up, you need to know which setting and which trigger handler each validation uses.
How visit validations work
Visit scheduling validations run while reps schedule visits on the "Field Calendar". An admin controls each validation. A validation can warn about or block a visit that overlaps time off, violates frequency rules, or falls within a defined window of another visit to the same HCP.
Most validations need two things to work: a setting in the Admin Console and an activated trigger handler. You activate trigger handlers in Admin Console | "Trigger Handler Administration". To find a handler there, search by the handler name or filter by the Visit object.
A user with the "Life Sciences Commercial Admin" permission set configures the validation settings, planner settings, and trigger handlers in the Admin Console. Defining company holidays and business hours in Setup requires the "Customize Application" permission.