Call Planning consists of several different objects for displaying account information and scheduling calls and activities:

Account Information

• account__v - This is the initial object for working with accounts. The account object stores all basic account information.
• address__v - This object stores all account profile addresses

Calls

• call2__v - This object stores all of the information for planned, saved, and submitted calls, including the account, address, territory, and date and time for each call. A record is created for each account on a call.
• call_cycle_entry__v - If users create call cycles, this object stores the information for each call in the weekly cycle. For example, account name, start time, end time, day of the week, and product priority.

Additional Activities

• time_off_territory__v - This object stores information on time blocked off for personal reasons, for example vacation, sick days, or jury duty
• medical_event__v - If Displaying Medical Events in My Schedule is enabled, information from this object displays in My Schedule
• event_attendee__v - This is a child object of medical_event__v. A record is created for each account or user invited to a Medical Event.
• multichannel_activity__v - This object stores session information for multichannel interactions. If Associating Unassigned Presentations with Calls is enabled, unassigned presentations display in My Schedule.
• multichannel_activity_line__v - This object stores detailed information about what occurred during an interaction. For example, key messages, slide order, and presentation duration.

To configure this module:

1. Ensure the following configuration is complete:
   • Configuring Call Reporting
   • Configuring Accounts
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   account__v	R	All applicable object types	account_identifier__v formatted_name__v	Read
   address__v	R	All applicable object types	best_times__v city_cda__v name__v postal_code_cda__v primary_cda__v	Read
   call2__v	CRED	All applicable object types	is_parent_call__v	Read
   			account__v address__v attendees__v call_date__v call_datetime__v (optional) If Capturing the Call Date Only is enabled, field permission for call_datetime__v is not needed. call_channel__v color__v duration__v user__v	Edit
   person__sys	R	n/a	All Fields	Read
   preferences__v	RE	n/a	last_list_scheduler_account_list__v	Edit
   tsf__v	RE	All applicable object types	address__v preferred_account__v	Read
   view__v	R	n/a	n/a	n/a

6. Select the Tabs tab.

   

7. Grant View access to the My Schedule tab.

8. Select the Pages tab.
   
   

9. Grant View access to the My Schedule page.

10. Navigate to Business Admin > Objects > veeva_settings__v.

11. Select the following Veeva Setting check boxes to enable the settings:

    • enable_group_call_attendee_display__v
    • enable_calendar_agenda_view__v
    • enable_calendar_month_view__v
    • enable_list_scheduler__v

    My Schedule's Week View always displays. If none of the other calendar view settings are enabled, those views do not display.