Event Management

Event Management enables life sciences organizations to plan and execute regulated field events, including speaker programs, representative-led meetings, and healthcare professional (HCP) sponsorship events, within a structured, compliant workflow. Sales representatives create and manage events from initial planning through close-out, by coordinating with participants, assigning subjects, tracking expenses, and selecting the event resources. Built on configurable workflow paths, Event Management enforces compliance through expert eligibility checks, subject assignment rules, monetary cap validations, and compliance statement acknowledgments. Administrators can tailor the workflow to match their organization's unique operational requirements.

Event Management Objects

For more information on each object, see Life Sciences Cloud Standard Objects.

  • ActivityPlan—Activity Plan
  • EstimatedExpense—Estimated Expenses
  • EventMgmtParticipantRole—Event Management Participant Role
  • EventMgmtParticipantType—Event Management Participant Type
  • EventMgmtPtcpTypeRoleMap—Event Management Participant Type Role Mapping
  • Expense—Expense
  • ExpenseParticipant—Expense Participant
  • ExpenseType—Expense Type
  • Expert—Expert
  • ExpertSubject—Expert Subject
  • MngEvent—Managed Event
  • MngEventParticipant—Managed Event Participant
  • MngEventParticipantDiscrepancy—Managed Event Participant Discrepancy
  • MngEventProduct—Managed Event Product
  • MngEventResource—Managed Event Resource
  • MngEventResourcePreference—Managed Event Resource Preference
  • MngEventTerritory—Managed Event Territory
  • MngEventType—Managed Event Type
  • Presentation—Presentation
  • PresentationForum—Presentation Forum
  • ProviderActivityGoal—Provider Activity Goal
  • ProviderActivityGoalLimit—Provider Activity Goal Limit
  • ProviderActivityGoalMeasure—Provider Activity Goal Measure
  • ProviderActivityMeasureType—Provider Activity Measure Type
  • Subject—Subject
  • SubjectAssignment—Subject Assignment
  • SubjectMaterialTemplate—Subject Material Template
  • SubjectProduct—Subject Product
  • TimePeriod—Time Period

Event Management Extended Capabilities

Explore additional objects that you can use to extend Event Management capabilities beyond the standard workflows. For more information on each object, see Life Sciences Cloud Standard Objects and Grantmaking Object Reference.

  • Budget —Budget
  • BudgetCategory—Budget Category
  • BudgetCategoryValue—Budget Category Value
  • BudgetMngEventType—Budget Managed Event Type
  • BudgetPeriod—Budget Period
  • BudgetProduct—Budget Product
  • BudgetTerritory—Budget Territory
  • EventPlan—Event Plan
  • EventPlanBudget—Event Plan Budget
  • EventPlanItem—Event Plan Item
  • EventPlanParticipant—Event Plan Participant
  • EventPlanProduct—Event Plan Product
  • EventPlanSubject—Event Plan Subject
  • EventPlanSvcSpclzn—Event Plan Service Specialization
  • EventPlanTerritory—Event Plan Territory
  • EstimatedExpensePtcpAllocEstimated Expense Participant Allocation
  • GeoCountry—Geo Country
  • MngEventBudget—Managed Event Budget
  • RestrictedParty—Restricted Party

For more details and a larger image, visit the Data Model Gallery.