Set Up Event Management Features

In the pharmaceutical industry, field events refer to preplanned, regulated interactions that occur in the field, that is, outside the company’s home office, between a life sciences company’s representatives and healthcare professionals (HCPs). Strict legal guidelines govern these interactions to ensure they remain ethical, transparent, and compliant. Field events include activities like speaker programs, sponsorships, and representative-led meetings, often involving an expert or a key opinion leader (KOL) who educates a group of peer HCPs on a drug’s efficacy.

Event Management provides a comprehensive framework to streamline the lifecycle of an event, from planning to approval and execution. The solution includes streamlined workflow paths that are designed to optimize event implementation, while also providing customization support to suit your organization’s unique needs.

• How Event Management Works
  Event Management enables admins to coordinate multiple participant types, enforce compliance, and track financial spend — all within a configurable workflow framework. Find out more about how each component works.
• Set Up Event Management
  Complete the setup tasks in the recommended sequence to configure Event Management for your organization. Some tasks are mandatory for the feature to function; others are optional depending on your event types and business requirements.
• Event Management by Persona
  Find the Event Management topics that are most relevant to your role. Event Management serves administrators who configure the feature, sales representatives who run events, and compliance or medical teams who review event records.
• Event Management Glossary of Terms
  To familiarize yourself with the industry-standard nomenclature that’s commonly used in Event Management refer to the comprehensive list of terms used across the feature.
• Event Management Process Checklist
  Follow a comprehensive, component-specific checklist for a seamless Event Management setup.
• Get Your Org Ready for Event Management
  Prepare for smooth implementation by completing the prerequisite tasks to set up your org.
• Create a Lightning Record Page for Managed Events
  Help users capture event-related information in one place by creating the Managed Event Lightning record page. Add tabs for the various Event Management components, such as expenses, logistics, and presentations.
• Event Management Admin Console Configurations
  Set up profile-level and org-wide admin console settings for Event Management. Define the business hours for your org and learn about the batch jobs that support the event management processes.
• Event Management Participant
  Set up the complete participant framework for managed events by configuring event types, participant types, roles, and type-role mappings. Enable recruitment and management of attendees, colleagues, experts, write-ins, and non-profiled attendees, with dedicated search configurations, related lists, and compliance validations. Control event scale through attendee invitation quotas and manage record access through territory-based and user-level sharing rules.
• Event Subject Assignment
  Link topics and products to managed events to drive expert eligibility checks, enforce subject compliance, and automatically generate the associated Managed Event Products records.
• Compliance Management
  Provide event organizers with quick access to organizational policies and regulatory requirements concerning an event. Configure compliance statements that provide regulatory guidance and require acknowledgement before the organizer can proceed with the event. Organizers can affirm their understanding and capture their acknowledgement from within the event workflow itself.
• Event Logistics
  Define the assets that facilitate the smooth orchestration of an event. Event logistics includes services that ensure that participants have access to the information and tools they require to attend an event, such as event venue, conference rooms, speakers, and technicians.
• Monetary Cap
  Track actual expenses across managed events, and enforce spending limits on the participant’s expenses. Monetary caps are account-level restrictions that apply when a user creates a Managed Event Participant record or an Expense Participant record.
• Expense Management
  Monitor and manage financial spending related to an event through expense types, estimated and actual expenses, and expense allocations.
• Event Management Integrations
  Extend the Event Management workflow to integrate with Calendar, Email, Presentation, and Survey tools. Help users schedule events in the context of their daily schedules. Enable users to send invites, run presentations, and collect feedback, all from the Event record page.
• Event Management Workflow
  Implement the event management processes, spanning all stages of the event lifecycle, from planning the event and sending the plan for approval to execution and conclusion.
• Event Management Considerations and Validations
  Review the key considerations and validations that the system enforces across the different areas of event management.