To configure this module:

1. Ensure Configuring Call Reporting is complete.

2. Create a call_objective__v tab, if the tab does not already exist:

• Navigate to Admin > Configuration > Tabs
• Create a tab for the call_objective__v object
3. Navigate to Admin > Users & Groups > Permission Sets.
4. Select the appropriate permission set.
5. Select the Objects tab.

6. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   call_objective__v	CRED	All applicable object types	account__v call2__v comment__v completed_flag__v from_date__v non_executable__v on_by_default__v one_click_completion__v parent_objective__v title__v to_date__v	Edit
   call2__v	CRE	n/a*	call_objective_section__v	Read
   tsf__v	R	All applicable object types	allowed_products__v	Read

   *Ensure business admin users are granted access to the appropriate object types when Configuring Call Reporting.

7. Select the Tabs tab.

8. Grant View access to the call_objective__v tab.

To configure this module:

1. Ensure Configuring Call Reporting is complete.
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
   call_objective__v	CRED	All applicable object types	from_date__v non_executable__v on_by_default__v one_click_completion__v parent_objective__v to_date__v	Read
   			account__v call2__v comment__v completed_flag__v title__v	Edit
   tsf__v	R	All applicable object types	allowed_products__v	Read

   *Ensure end users are granted access to the appropriate object types when Configuring Call Reporting.

6. Grant View access to the call_objective_section__v section control on the call2__v object.

7. Create an action_plan__c object type for Call Objectives and grant users access to the object type:

• Navigate to Admin > Configuration > Objects > call_objective__v
• Select the Object Types tab
• Create an object type called action_plan__c on the call_objective__v object
• Navigate to Admin > Users & Groups > Permission Sets
• Select the appropriate permission set
• Select the Objects tab
• Grant CRED access to the action_plan__c object type on the call_objective__v object
8. Navigate to Admin > Configuration > Objects > call_objective__v.
9. Select the Layouts tab.
10. Select the Display as Read-Only check box for the completed_flag__v field on all call_objective__v layouts. This field is automatically selected when a call is submitted and should always be read-only on the call_objective__v layout for end users.

11. Place the call_objective_section__v section control on call2__v layouts:

• Navigate to Admin > Configuration > Objects > call2__v
• Select the Layouts tab
• Create a new section on the appropriate call2__v layouts, using the call_objective_section__v section control
12. Navigate to Business Admin > Objects > veeva_settings__v.
13. Enable Veeva Settings for Call Objectives:
• Navigate to Business Admin > Objects > veeva_settings__v
• Select the enable_offline_call_objectives__v Veeva Setting check box to enable Call Objectives for mobile device users
• Edit the number in the call_objectives_alert_threshold_days__v Veeva Setting to customize when Call Objective alerts display to users (optional). For example, if this value is 10, alerts display for Call Objectives beginning 10 days before they are due.
  • If the value is 0, alerts display on the day the objective is due
  • If the value is blank or a negative number, alerts do not display
• Enter a call object type label in the objective_call_record_type__v Veeva Setting to specify a default call object type for calls created directly from Call Objectives (optional). If this setting is not populated, calls are created with the default object type for the user's profile.
14. Navigate to Business Admin > vmobile_object_configuration__v.
15. Ensure VMOCs are active for the call_objective__v object.