Question:

To progress an Event through the Event Lifecycle, an SFDC Approval Process is often used.  How is this done?

Answer:

To streamline and improve the efficiency of the Approval Process for Events Management, Veeva CRM is integrated with the Salesforce Approval Workflows.

Use the following steps to set up this feature:

1. Grant Admin-users Edit Field Level Security (FLS) permission to the following fields on the EM_Event_Action_vod object:
   • SFDC_Action_Type_vod
   • Approver_Role_vod (Optional)
   • Entry_Criteria_Not_Met_Message_vod (Optional)
2. Grant End-users Read FLS permission to the following fields on the EM_Event_Action_vod object:
   • SFDC_Action_Type_vod
   • Approver_Role_vod (Optional)
   • Entry_Criteria_Not_Met_Message_vod (Optional)
3. Grant Admin-users Edit FLS permission to the following fields on the EM_Event_History_vod object:
   • Next_Approver_Group_vod
   • Next_Approver_Role_vod
4. Grant End-users Read FLS permission to the following fields on the EM_Event_History_vod object:
   • Next_Approver_Group_vod
   • Next_Approver_Role_vod
5. Enable the following Visualforce pages to view and edit team member records:
   • Event_Team_Member_view_vod - set to override the View page for the EM_Event_Team_Member_vod object
   • Event_Team_Member_Edit_vod - set to override the Edit page for the EM_Event_Team_Member_vod object
6. Create an Event Action with an Ending Status of SFDC. Populate the SFDC Action Type field as well. 

7. Create an Approval Process for the EM_Event_vod__c object as is used in SFDC.

In this example, when an org is in Requested_vod status and the Submit_For_Approval_vod button is pressed, the Event Action determines that an SFDC Approval Process should be selected. The Approval Process picks this up since the entry criteria is Event: Status EQUALS Requested_vod. The Approval Process is then used to progress the Event from the Requested_vod status to the Approved_vod status.

Related Documentation:

CRM Help Documentation: Approval Flows Integration

Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.