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Add Enablement Coaching to Calendar
Show Enablement Coaching events with other field activities in Calendar.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
Before you add enablement coaching events to Calendar, configure the event metadata and make the Calendar tab available to coach and coachee profiles.
Create a Calendar Event
Define the Calendar event metadata that identifies Enablement Coaching events.
- From the App Launcher, find and select Admin Console.
- Select Planner and then select Calendar Event.
-
Click New, and then complete the fields to create a calendar event
for Enablement Coaching.
- For Event Label, enter Enablement Coaching.
- For Developer Name, enter EnablementCoaching.
- For Color, enter #FEC8D4.
- For DML Instance Class, enter CalendarEnablementCoachingEventDML.
- For Object Type, enter EnablementCoaching.
- For Override Color Field, enter ColorEnablementCoaching.
- For Modal Title Custom Label Field, enter EventEnablementCoaching.
- Select Is Active.
- Save your changes.
Turn On Enablement Coaching in Calendar
Show Enablement Coaching events in Calendar for coaches and coachees.
- From the App Launcher, find and select Admin Console.
- Select Planner and then select Planner Settings.
- Select Enable Enablement Coaching.
- Save your changes.
Turn On the Calendar Tab for Coach and Coachee User Profiles
Make the Calendar tab available by default for coach and coachee user profiles.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Select a coach or coachee profile, and click Edit.
- In the Custom Tab Settings section, for Calendar, select Default On.
- Save your changes.
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